https://chase-dream.cn/digests/ai-20260913-am/NightIndexzh-cn2026-09-13T08:07:36+08:00AI隔夜｜三巨头罕见同频：放慢模型发展成共识；OpenAI IPO推迟至2027 https://chase-dream.cn/en/digests/ai-20260913-am/NightIndexen2026-09-13T08:07:36+08:00Musk, Altman Back Amodei's Slowdown as OpenAI Pulls 2026 IPO to 2027 and Zhipu Adds $5B - Yet Agents Already Breached Hugging Face https://chase-dream.cn/digests/ai-20260913/NightIndexzh-cn2026-09-13T19:05:26+08:00智谱50亿美元融资落地，AI安全论调冲击芯片股 https://chase-dream.cn/en/digests/ai-20260913/NightIndexen2026-09-13T19:05:26+08:00$5B Zhipu Zero-Coupon CB and 20% Oracle GPU Repricing Flood AI Capex — Anthropic-Altman-Musk Slowdown Chorus Caps Chip Stocks Down 14% from June https://chase-dream.cn/en/digests/cn_macro-20260913-am/NightIndexen2026-09-13T08:02:51+08:0026 Trillion Yuan 'Six Networks' Re-anchors the 15th Plan Around Compute and Grids, While QDII Quotas Drain and Sept-15 Exit Rules Draw a Pre-Emptive Rebuttal - Domestic Tap Wide, Outbound Channel Narrow https://chase-dream.cn/digests/cn_macro-20260913-am/NightIndexzh-cn2026-09-13T08:02:51+08:00六张网加码26万亿 跨周关注五大宏观信号 https://chase-dream.cn/digests/cn_macro-20260913/NightIndexzh-cn2026-09-13T19:02:05+08:00金砖峰会收官与超级央行周前的中国宏观图景 https://chase-dream.cn/en/digests/cn_macro-20260913/NightIndexen2026-09-13T19:02:05+08:00Fed Coin Flip Meets China's August Print as AI-Led Exports Risk a Q4 Stall, EU Weighs PET Safeguards - Hormuz Talks Open https://chase-dream.cn/en/digests/fed_macro-20260913-am/NightIndexen2026-09-13T08:00:32+08:00Hike Odds Climb to 83-90% as Energy-Driven Inflation Hardens the Fed Path — Warsh Faces Inflation-Weary Markets and Agati Flags Policy-Error Risk https://chase-dream.cn/digests/fed_macro-20260913-am/NightIndexzh-cn2026-09-13T08:00:32+08:00美联储隔夜观察：加息预期飙至九成，能源通胀成关键变量 https://chase-dream.cn/en/digests/fed_macro-20260913/NightIndexen2026-09-13T19:01:08+08:00G7 Hawks Sync Around Warsh's Hike-or-Credibility Moment: Core CPI +0.3% m/m, Oil Back Above $100, BoJ to 1.25% — FOMC Vote Split Is the Last Unknown https://chase-dream.cn/digests/fed_macro-20260913/NightIndexzh-cn2026-09-13T19:01:08+08:00美联储加息倒计时：G7"超级周"与"沃什可信度"双重悬念 https://chase-dream.cn/en/digests/global_macro-20260913-am/NightIndexen2026-09-13T08:04:09+08:00BRICS Steps Up De-Dollarization Push as Ukraine's War Bill Tops $10B in Damages, $40B in Export Risk; Lagarde Sets 2027 ECB Exit https://chase-dream.cn/digests/global_macro-20260913-am/NightIndexzh-cn2026-09-13T08:04:09+08:00金砖新德里峰会力推本币支付 拉加德预警通胀冲击更持久 https://chase-dream.cn/digests/global_macro-20260913/NightIndexzh-cn2026-09-13T19:03:19+08:00全球宏观日报：G7加息潮蔓延 英脱欧争议再起 加拿大拟"入欧" https://chase-dream.cn/en/digests/global_macro-20260913/NightIndexen2026-09-13T19:03:19+08:00Carney Pitches Canada as EU 'Associate Member' to Cut US Dependence; BoE/BoJ Hike Bets Build, Osborne Calls Brexit 'a Mess' — Pivot to Europe vs Synchronized Tightening https://chase-dream.cn/en/digests/hormuz-20260913-am/NightIndexen2026-09-13T08:05:15+08:00100 Vessels Redirected in 60 Days as Iran-Oman MoU Stops Short of Reopening Hormuz — $100 Brent, the Houthi Perim Landing, and Monday's Oman Meeting Decide the Path https://chase-dream.cn/digests/hormuz-20260913-am/NightIndexzh-cn2026-09-13T08:05:15+08:00伊阿谅解待签 油价破百倒逼 https://chase-dream.cn/en/digests/hormuz-20260913/NightIndexen2026-09-13T19:04:15+08:00Tanker Strike Kills One Off Hormuz as Iran Says Strait Won't Reopen Despite Oman Deal; Houthis Take Bab el-Mandeb, Saudi Pipeline Closed — ~4-5% of Global Supply at Risk https://chase-dream.cn/digests/hormuz-20260913/NightIndexzh-cn2026-09-13T19:04:15+08:00霍尔木兹再遭袭 两大油喉同步告急 https://chase-dream.cn/digests/research-20260913-am/NightIndexzh-cn2026-09-13T08:08:45+08:00隔夜研报｜高盛：盈利才是牛市关键；美联储9月加息倒计时 https://chase-dream.cn/en/digests/research-20260913-am/NightIndexen2026-09-13T08:08:45+08:00Goldman: Earnings, Not Yields, Anchor the Bull as 30Y Hits 5.3% Near 20-Year High; WTI Past $100 on Hormuz; Fed September Hike Odds Top 80% https://chase-dream.cn/digests/research-20260913/NightIndexzh-cn2026-09-13T19:06:33+08:00研报聚焦：加息靴子待落，油价与美债逼近临界点 https://chase-dream.cn/en/digests/research-20260913/NightIndexen2026-09-13T19:06:33+08:00September Hike Odds Top ~90% as US 10Y Nears 5% and Brent Tests $100, FOMC 'Boot Landing' Becomes A-Share Catalyst - Geopolitical Tail Priced Second https://chase-dream.cn/digests/ai-20260912-am/NightIndexzh-cn2026-09-12T08:08:17+08:00AI 隔夜快报：百亿融资潮涌，OpenAI 多线承压 https://chase-dream.cn/en/digests/ai-20260912-am/NightIndexen2026-09-12T08:08:17+08:00From Extensive to Precise: ¥1B Chengdu Token Vouchers, ¥4T Compute Plan, $10B Nvidia-Anthropic Talks, and a 6TB Credential Leak - Capex-to-Revenue Proof Pending https://chase-dream.cn/en/digests/ai-20260912/NightIndexen2026-09-12T19:07:17+08:00China Compute Push: Mobile Pledges 7GW AIDC and 0.04 dB/km Fiber Records Stack as Dell Jumps 12% on Oracle's $90-95B Capex - Yet Embodied AI Financing 'Effectively Over' https://chase-dream.cn/digests/ai-20260912/NightIndexzh-cn2026-09-12T19:07:17+08:00算力大会启幕、Token需求爆发、戴尔创新高 https://chase-dream.cn/digests/cn_macro-20260912-am/NightIndexzh-cn2026-09-12T08:02:49+08:00国常会部署算力与安全 期货新规与数据产权登记同日落地 https://chase-dream.cn/en/digests/cn_macro-20260912-am/NightIndexen2026-09-12T08:02:49+08:00State Council Stack Prints Three Policy Directives in One Sitting; Shenzhen Land Auction Clears 100%+ Premium; US Core CPI Sticks at 0.3% m/m — Onshore Easing vs External Stickiness https://chase-dream.cn/digests/cn_macro-20260912/NightIndexzh-cn2026-09-12T19:03:10+08:00财政加力提速 房地产转向制度重构 https://chase-dream.cn/en/digests/cn_macro-20260912/NightIndexen2026-09-12T19:03:10+08:00BRICS 2027 Handover and 70% NEV Target Anchor the Structural Tape as 800B Policy Tool Cracks Open Fiscal Step-Up - Industrial Profits Cool to 17.6% Against Sub-Seasonal PMI https://chase-dream.cn/digests/fed_macro-20260912-am/NightIndexzh-cn2026-09-12T08:01:39+08:008月核心CPI超预期点燃加息预期，投行集体转鹰 https://chase-dream.cn/en/digests/fed_macro-20260912-am/NightIndexen2026-09-12T08:01:39+08:00Core CPI +0.3% m/m Locks September Hike at ~85-90%, TD Flips to Three Hikes, MUFG Warns of 'Policy Error' - Long End Stages 'Credibility Rally' on Warsh's 'Inflation Is an Option' Trade https://chase-dream.cn/digests/fed_macro-20260912/NightIndexzh-cn2026-09-12T19:01:29+08:00美联储九月加息预期重塑：高盛转向，机构主流倒向加息 https://chase-dream.cn/en/digests/fed_macro-20260912/NightIndexen2026-09-12T19:01:29+08:00Hot August CPI Locks the September Hike: Goldman Flips to 25bp, 16/20 Banks and ~90% Market Pricing Converge; 'Bessent Put' Caps the Long End at 2Y 4.64% - Certainty vs. Curve Backstop https://chase-dream.cn/digests/global_macro-20260912-am/NightIndexzh-cn2026-09-12T08:06:03+08:00全球宏观：超级央行周前夜，欧英日三线待考 https://chase-dream.cn/en/digests/global_macro-20260912-am/NightIndexen2026-09-12T08:06:03+08:00Synchronized Tightening Builds Into Super Central Bank Week; UK Posts 0.4% July GDP Surprise, Italy/Saudi Hold Investment Grade, EM Debt Inflows Hit $11.2B - BoE and BoJ Decide https://chase-dream.cn/digests/global_macro-20260912/NightIndexzh-cn2026-09-12T19:04:26+08:00油价冲击下的欧日韩抉择：ECB加息警告与日元套息平仓隐忧 https://chase-dream.cn/en/digests/global_macro-20260912/NightIndexen2026-09-12T19:04:26+08:00Brent Past $100 Forces ECB's Kocher to Flag Further Hikes; 4.5% Weekly Yen Surge and $62B GPIF Repatriation Bet Point to Carry Unwind — Euro Area Splits as France Slips to 0.4% https://chase-dream.cn/en/digests/hormuz-20260912-am/NightIndexen2026-09-12T08:07:14+08:00Houthis Seize Bab al-Mandeb, Knock Out Saudi's 5 mb/d Bypass as VLCC Rates Hit 4.5x — Brent Touches $110 Before 3% Pullback, Monday Iran-Gulf Talks Decide https://chase-dream.cn/digests/hormuz-20260912-am/NightIndexzh-cn2026-09-12T08:07:14+08:00霍尔木兹与红海双重承压：隔夜地缘冲击与油市巨震 https://chase-dream.cn/en/digests/hormuz-20260912/NightIndexen2026-09-12T19:05:23+08:00US Narrows Hormuz Escort to Two Daily Windows While Iran Ties Reopening to Blockade End and Trump Claims 'We Control' the Strait - Pipeline Bypass Shut, Seven Vessels Transit https://chase-dream.cn/digests/hormuz-20260912/NightIndexzh-cn2026-09-12T19:05:23+08:00霍尔木兹海峡：临时航线协议将出，护航窗口同步收紧 https://chase-dream.cn/en/digests/industrial_metals-20260912-am/NightIndexen2026-09-12T08:12:11+08:00Fed Hike Odds Lift to ~70% and US Tariff Plan Stalls as SHFE Copper Drops 2.45% to 108,990 Yuan, While LME Holds $14,240/t and Citi Anchors $15,000/t — Macro Repricing vs Supply Squeeze Split https://chase-dream.cn/digests/industrial_metals-20260912-am/NightIndexzh-cn2026-09-12T08:12:11+08:00工业金属隔夜晨报 https://chase-dream.cn/en/digests/industrial_metals-20260912/NightIndexen2026-09-12T19:11:43+08:00Copper's 10-Week Run Snaps at $14,875: First Weekly Loss in Six Months, Lithium Breaks 140,000 Yuan/Ton, EU Drops Aluminum Scrap Tax — Tin and Alumina Lead the Overnight Slide https://chase-dream.cn/digests/industrial_metals-20260912/NightIndexzh-cn2026-09-12T19:11:43+08:00美国CPI强化加息预期 金属普跌 铜周线终结十连涨 https://chase-dream.cn/digests/precious_metals-20260912-am/NightIndexzh-cn2026-09-12T08:11:10+08:00黄金白银剧烈震荡收涨 美联储加息预期下多空博弈加剧 https://chase-dream.cn/en/digests/precious_metals-20260912-am/NightIndexen2026-09-12T08:11:10+08:00Core CPI Beat Whipsaws Gold From $4,300 to $4,400; Dip-Buyers Close at $4,348.11 — Goldman Warns Dealer-Hedge Unwind Cuts Both Ways https://chase-dream.cn/en/digests/precious_metals-20260912/NightIndexen2026-09-12T19:09:28+08:00'The Next Trillion' Outweighs the Fed for Gold as Post-CPI Hike Bets Heat Up — Options Split: Near-End Two-Way Build, Far-End Bulls Withdraw https://chase-dream.cn/digests/precious_metals-20260912/NightIndexzh-cn2026-09-12T19:09:28+08:00黄金聚焦"下一个万亿"，CPI博弈下远端看涨资金撤退 https://chase-dream.cn/en/digests/research-20260912-am/NightIndexen2026-09-12T08:10:21+08:00Three Banks Flip to a September 25bp Hike in One Session, 30Y Back Above 5.3% with Brent Through $107 — The Hawkish Cluster Reprices the Curve https://chase-dream.cn/digests/research-20260912-am/NightIndexzh-cn2026-09-12T08:10:21+08:00美联储9月加息预期骤升：华尔街一夜改判，今日开盘前瞻 https://chase-dream.cn/en/digests/research-20260912/NightIndexen2026-09-12T19:08:57+08:00August Core CPI Breaks the Hike Door: Sell-Side Locks September 25bp as Base Case, BMO Frames 'Three Hikes' to 4.25-4.5%, Yet Gold, Stocks, and Long-End Yields All Rise - Warsh Credibility Test on the 16th https://chase-dream.cn/digests/research-20260912/NightIndexzh-cn2026-09-12T19:08:57+08:008月CPI反弹触发加息门槛，机构热议"连加三次"路径