https://chase-dream.cn/digests/ai-20261009-am/NightIndexzh-cn2026-10-09T08:08:02+08:00隔夜AI晨报：谷歌抢推企业智能体，OpenAI估值承压，电力瓶颈警示算力扩张 https://chase-dream.cn/en/digests/ai-20261009-am/NightIndexen2026-10-09T08:08:02+08:0048% Video Turing Test Meets One-Third Power Gap - Singapore PM Joins the Correction, Anthropic Bans Claude 'Abuse' https://chase-dream.cn/en/digests/ai-20261009/NightIndexen2026-10-09T19:07:27+08:00Anthropic's $2T IPO Run Meets a $150B+ AI Debt Wave as Oracle's CDS Hits 261bps and the 10Y Reopens at 5.31% — Compute Capex Crowds Out the Credit Market https://chase-dream.cn/digests/ai-20261009/NightIndexzh-cn2026-10-09T19:07:27+08:00AI日报｜Anthropic冲刺2万亿估值，资本盛宴与债务压力并行升温 https://chase-dream.cn/digests/cn_macro-20261009-am/NightIndexzh-cn2026-10-09T08:01:59+08:00隔夜要闻｜A50期指收跌 央行多工具呵护流动性 券业迎国际评级重估潮 https://chase-dream.cn/en/digests/cn_macro-20261009-am/NightIndexen2026-10-09T08:01:59+08:00Citi Warns 4% GDP Floor May Force a Q4 Pivot as PBOC Net-Drains 408.5bn Yuan and Local Bonds Hit 8.8tn YTD — Holiday Trips Up 0.6%, Yuan Stance Reaffirmed https://chase-dream.cn/digests/cn_macro-20261009/NightIndexzh-cn2026-10-09T19:03:22+08:00央行会见高盛、财政部半年报出炉、证监会优化公募机制：10月9日中国宏观日报 https://chase-dream.cn/en/digests/cn_macro-20261009/NightIndexen2026-10-09T19:03:22+08:00PBoC-Goldman Talks, MOF 'Incremental' Pledge Coincide with +93bp Yuan Close and 11B Yuan Broad-Based ETF Inflow - State-Side Readouts Stay Single-Source https://chase-dream.cn/digests/fed_macro-20261009-am/NightIndexzh-cn2026-10-09T08:00:50+08:00美联储鹰声再起 债市剧烈波动 https://chase-dream.cn/en/digests/fed_macro-20261009-am/NightIndexen2026-10-09T08:00:50+08:007.4% Mortgage (3-Year High) Snap-Back Meets Biggest Daily Drop in 3 Months as MOVE Index Flashes Peak-Yield Signal — Musalem and Waller Lean Hawkish, Active Funds vs Crowded CTA Shorts Decide the Next 10bp https://chase-dream.cn/en/digests/fed_macro-20261009/NightIndexen2026-10-09T19:02:11+08:00October Pause Priced at 17.7% as December Hike Odds Climb to 81.3%, Yet 10-Year Eyes 6% on Term Premium Surge Despite Record 30Y Auction at 5.308% - Front-End Patience vs Long-End Supply https://chase-dream.cn/digests/fed_macro-20261009/NightIndexzh-cn2026-10-09T19:02:11+08:00联储10月按兵几成定局，6%美债警报与12月悬念并存 https://chase-dream.cn/en/digests/global_macro-20261009-am/NightIndexen2026-10-09T08:05:29+08:00France's OAT-Bund Spread Clears 150bp as Le Pen Skips Pension Reform — 200bp in Sight, Japan Bankruptcies Hit 13-Year High While ECB Withholds Next Move https://chase-dream.cn/digests/global_macro-20261009-am/NightIndexzh-cn2026-10-09T08:05:29+08:00法国债市逼近200基点警报，日本企业破产创十余年新高 https://chase-dream.cn/en/digests/global_macro-20261009/NightIndexen2026-10-09T19:04:40+08:00OATs Snap Back to 4.82% as ECB Repo Eyed; Dollar Eyes 4th Weekly Gain on ~3% Cumulative Rise — Japan Carry Exit Reshapes the Sovereign Map https://chase-dream.cn/digests/global_macro-20261009/NightIndexzh-cn2026-10-09T19:04:40+08:00全球宏观:法债风暴与日本加息外溢共振 https://chase-dream.cn/en/digests/hormuz-20261009-am/NightIndexen2026-10-09T08:06:29+08:00Tanker Struck Off Qatar as Iran Scales Hormuz Attacks; Brent Jumps 5% to $105.3 — Pentagon Drafts 3-Day Strike Plan Despite Trump's 'No Attack Before Midterms' Vow https://chase-dream.cn/digests/hormuz-20261009-am/NightIndexzh-cn2026-10-09T08:06:29+08:00霍尔木兹再起波澜：油轮连遭袭击 美伊博弈升级 油价跳涨5% https://chase-dream.cn/en/digests/hormuz-20261009/NightIndexen2026-10-09T19:05:36+08:00Brent Holds Above $100 as Hormuz Transits Hit Two-Month Low; Trump Rules Out Iran Strikes Pre-Midterms While Supertanker Rates Hit $1.4M/Day Record - Verbal Pause vs Physical Squeeze https://chase-dream.cn/digests/hormuz-20261009/NightIndexzh-cn2026-10-09T19:05:36+08:00霍尔木兹僵局：特朗普喊停、伊朗不停 https://chase-dream.cn/digests/industrial_metals-20261009-am/NightIndexzh-cn2026-10-09T08:11:38+08:00工业金属隔夜重挫 沪锡领跌 沪铜矿端逆势走强 https://chase-dream.cn/en/digests/industrial_metals-20261009-am/NightIndexen2026-10-09T08:11:38+08:00Tin Crashes 5.27% to $51,447 as LME Sweeps Lower — Centinela Strike Anchors Copper, Anglo Readies Brazil Shutdown Over $500M MMG Sale https://chase-dream.cn/en/digests/industrial_metals-20261009/NightIndexen2026-10-09T19:11:57+08:00LME Copper Rebounds Past $14,500 on Centinela Strike and China Return, While Lithium Carbonate Tumbles 5% and Tin Slides to a Three-Month Low — Stock Draws Diverge from Price Action https://chase-dream.cn/digests/industrial_metals-20261009/NightIndexzh-cn2026-10-09T19:11:57+08:00铜涨锂跌锡分化：工业金属外强内弱延续 https://chase-dream.cn/digests/precious_metals-20261009-am/NightIndexzh-cn2026-10-09T08:10:08+08:00黄金自两月低点企稳收涨 白银承压回落 金银比升破70 https://chase-dream.cn/en/digests/precious_metals-20261009-am/NightIndexen2026-10-09T08:10:08+08:00Gold-Silver Split Deepens: Gold Tops $4,160 on Short-Covering While Silver Drops 1.4-2.1% and Ratio Tops 70 — India 3% Import Tax Caps the Rebound https://chase-dream.cn/en/digests/precious_metals-20261009/NightIndexen2026-10-09T19:10:44+08:00Gold Reclaims $4,200 on Iran De-Escalation and Yield Pullback; Silver Adds 2% to $60.35 — Yet December Hike Odds at 75.5% Cap the Rebound https://chase-dream.cn/digests/precious_metals-20261009/NightIndexzh-cn2026-10-09T19:10:44+08:00金银联袂反弹 黄金重夺4200美元关口 央行购金延续支撑 https://chase-dream.cn/digests/research-20261009-am/NightIndexzh-cn2026-10-09T08:09:24+08:00隔夜研报：美债看多信号十年首现，A股均衡配置仍是主线 https://chase-dream.cn/en/digests/research-20261009-am/NightIndexen2026-10-09T08:09:24+08:00US Fiscal Drift Pushes Long Yields Into Yardeni's 'Danger Zone' — BlackRock's Rieder Stays Long the Front End, JPM Herr Says Bond Buyers Can Be Choosy; MS's Khanduja Lifts Duration to 6.07 Years, Bullish on Treasuries First Time in a Decade https://chase-dream.cn/digests/research-20261009/NightIndexzh-cn2026-10-09T19:09:20+08:00沃勒放鹰后的研报合奏：加息预期、油价与AI泡沫之争 https://chase-dream.cn/en/digests/research-20261009/NightIndexen2026-10-09T19:09:20+08:00Waller's Pivot Lifts Goldman to a Second 2026 Hike; Brent Holds $100 on $22/Bbl Geopolitical Premium Despite Middle East Supply Recovery - Hawkish Reset vs Soft-Landing Pricing https://chase-dream.cn/digests/ai-20261008-am/NightIndexzh-cn2026-10-08T08:08:10+08:00隔夜AI：微软-英伟达重塑Windows AI版图，博通500亿美元押注OpenAI定制芯片 https://chase-dream.cn/en/digests/ai-20261008-am/NightIndexen2026-10-08T08:08:10+08:00OpenAI and Anthropic Both Adopt Microsoft Execution Containers, Meta Locks $145B and 14GW, While Blackstone Walks After 22 Months and Duke Energy Walls Off Data-Center Rates - Civic Bill Comes Due on the AI Build-Out https://chase-dream.cn/digests/ai-20261008/NightIndexzh-cn2026-10-08T19:09:57+08:00AI日报：算力狂飙与泡沫警报并起 智能体重塑硬件需求 https://chase-dream.cn/en/digests/ai-20261008/NightIndexen2026-10-08T19:09:57+08:00Mag 7 Net Exposure at Record ~22% Meets $60B Broadcom–Anthropic Debt Close, CDS Widest Since 2008, US Yields Past 5.3% — Dalio Sees 'Classic Bubble' Bursting, Novogratz Says Buy https://chase-dream.cn/digests/cn_macro-20261008-am/NightIndexzh-cn2026-10-08T08:02:35+08:00国庆收官：稳投资政策接续落地，A股迎估值修复窗口 https://chase-dream.cn/en/digests/cn_macro-20261008-am/NightIndexen2026-10-08T08:02:35+08:00Golden Week Volume +0.8% Clashes With Per-Capita Spend -2% to -4% as 100B Yuan of New Policy Tools Deploy and a 150B Yuan Capital-Injection Bond Prices Today — A-Shares Reopen Into a ~10x Forward P/E https://chase-dream.cn/digests/cn_macro-20261008/NightIndexzh-cn2026-10-08T19:02:04+08:00央行亮明人民币汇率立场 国庆消费图景次第展开 https://chase-dream.cn/en/digests/cn_macro-20261008/NightIndexen2026-10-08T19:02:04+08:00PBOC Decouples RMB From Misalignment as ~30% of Trade Settles in Yuan, Germany Lifts 2026 GDP to 1.3%, Personal-Culture Service Exports Spike 57.8% - 30Y Flat at 116.860, Dow -300+ Into the Reopen https://chase-dream.cn/digests/fed_macro-20261008-am/NightIndexzh-cn2026-10-08T08:00:56+08:00隔夜美联储纪要释放"鹰派共识"：9月加息获一致支持，多数官员倾向年内再加息一次 https://chase-dream.cn/en/digests/fed_macro-20261008-am/NightIndexen2026-10-08T08:00:56+08:00Fed Minutes Back Another 2026 Hike with 'Majority' Support as 10Y Clears 5.35% and $39B Auction Stops at 5.3% — Hawkish Unity vs. Term-Premium Drift https://chase-dream.cn/en/digests/fed_macro-20261008/NightIndexen2026-10-08T19:00:58+08:00Waller Reaffirms More Hikes with 'Flexibility' on Pace as 10Y Sticks at 5.276% and Dollar Drifts Off 18-Month High - AI Capex Now Cited as Fresh Inflation Driver https://chase-dream.cn/digests/fed_macro-20261008/NightIndexzh-cn2026-10-08T19:00:58+08:00美联储纪要鹰派延续：加息节奏成最大悬念 https://chase-dream.cn/en/digests/global_macro-20261008-am/NightIndexen2026-10-08T08:05:40+08:00DXY Nears Year-High on Hormuz Risk as EU Task Force Readies Crude/Diesel Taps; Peru Holds 4.25% with Door Open, Korea Surplus $46.8B, UK RICS -32 - Safe-Haven Bid vs Reserve-Release Hedge https://chase-dream.cn/digests/global_macro-20261008-am/NightIndexzh-cn2026-10-08T08:05:40+08:00法债承压欧央行密集发声，海外宏观多线交织 https://chase-dream.cn/digests/global_macro-20261008/NightIndexzh-cn2026-10-08T19:03:40+08:00法国国债逼近25年新高，机构逆势抄底欧元区 https://chase-dream.cn/en/digests/global_macro-20261008/NightIndexen2026-10-08T19:03:40+08:00France's 5% OAT Pushes OAT-Bund to 1.4pp as BoE's Greene Rebukes 'Yields Do the Work' Argument - Lane Warns of Core Lift Into 2027 https://chase-dream.cn/en/digests/hormuz-20261008-am/NightIndexen2026-10-08T08:06:23+08:00VLCC Hire Hits $77M on 12 Weekly Hormuz Strikes, Yet US Centcom Counts 20M b/d Still Flowing as Iran Vows to Seal 'Illegal' Lanes — Control Duel Meets Strike-Options Report https://chase-dream.cn/digests/hormuz-20261008-am/NightIndexzh-cn2026-10-08T08:06:23+08:00霍尔木兹危机急升：单周油轮袭击创开战来新高，布伦特破百二 https://chase-dream.cn/en/digests/hormuz-20261008/NightIndexen2026-10-08T19:07:36+08:00Iran's Hormuz Closure Claim Lifts Brent Past $103; 7-Tanker Day Marks Two-Month Low as 511k bpd of Gulf Output Shut In — Tehran vs Hassett on an 'Open' Strait https://chase-dream.cn/digests/hormuz-20261008/NightIndexzh-cn2026-10-08T19:07:36+08:00霍尔木兹通行骤降至两月新低，油价经历"地缘+飓风+库存"三段共振 https://chase-dream.cn/digests/industrial_metals-20261008-am/NightIndexzh-cn2026-10-08T08:11:37+08:00工业金属隔夜晨报：印尼酝酿暂停新建镍设施，LME期镍期锡领涨 https://chase-dream.cn/en/digests/industrial_metals-20261008-am/NightIndexen2026-10-08T08:11:37+08:00Indonesia Floats Nickel-Moratorium as LME Tin Tops $54,279/t and Copper Adds $60 to $14,476, but Zinc -2.7% and COMEX Aluminum -1% over Golden Week - Supply Floor vs Holiday Drag https://chase-dream.cn/digests/industrial_metals-20261008/NightIndexzh-cn2026-10-08T19:15:37+08:00工业金属日报：锂市强势拉涨，铜市供应缺口叙事升温 https://chase-dream.cn/en/digests/industrial_metals-20261008/NightIndexen2026-10-08T19:15:37+08:00Copper Hits $14,633.50/t on Chile Strike Risk and US Stockpiling as China Returns - Goldman Sees 2026 Lithium Peak vs. NEAR-Saudi Aramco DLE Launch https://chase-dream.cn/digests/precious_metals-20261008-am/NightIndexzh-cn2026-10-08T08:10:05+08:00金银隔夜集体跳水 现货黄金失守4100美元关口 https://chase-dream.cn/en/digests/precious_metals-20261008-am/NightIndexen2026-10-08T08:10:05+08:00Dollar, Yields and $100 Oil Drag Gold Below $4,100 and Silver 2.5% to $60.05 — Record $31bn Q3 ETF Inflows Can't Hold the Bid https://chase-dream.cn/en/digests/precious_metals-20261008/NightIndexen2026-10-08T19:14:28+08:00Silver Whipsaws $60.38 to $59.05 While Gold Tags $4,140 Before Shanghai Closes Down 1.69% - Fed Hike Bets, Dollar, Hormuz Pinch https://chase-dream.cn/digests/precious_metals-20261008/NightIndexzh-cn2026-10-08T19:14:28+08:00黄金冲击4000美元后回升乏力，白银60美元上方急坠、沪银跌4% https://chase-dream.cn/digests/research-20261008-am/NightIndexzh-cn2026-10-08T08:09:10+08:00隔夜研报：节后A股修复可期，AI产业与利率路径仍是核心变量 https://chase-dream.cn/en/digests/research-20261008-am/NightIndexen2026-10-08T08:09:10+08:00AI Capex Decouples Nasdaq From 5.3% 10Y as Term Premium Drives the Bond Bear, FOMC Stays Hawkish - China A-Shares Brace for Post-Golden Week Repair https://chase-dream.cn/digests/research-20261008/NightIndexzh-cn2026-10-08T19:12:36+08:00研报动态：SOFC与存储双线开花，节后A股看多为主 https://chase-dream.cn/en/digests/research-20261008/NightIndexen2026-10-08T19:12:36+08:00Hawkish Fed Hold Drives 10Y/30Y Toward 6% as ING and Danske Reinforce the Dollar Bid, Yet Equities Defy the Spread — Dalio's AI Bubble Warning, Micron's $3,000 Target and BSE Reopening Test the Disconnect