https://chase-dream.cn/en/digests/ai-20261023-am/NightIndexen2026-10-23T08:06:39+08:00Meta's $825B Future Spending Slate Hammers AI Stocks: SOX -6%+, Meta -7%+, CDS at Record — Yet OpenAI Closes $30B UAE-Led Round, Anthropic IPO Looms, Gray Calls Demand 'Parabolic' https://chase-dream.cn/digests/ai-20261023-am/NightIndexzh-cn2026-10-23T08:06:39+08:00美股AI全线重挫 巨额融资与具身智能并行 https://chase-dream.cn/digests/ai-20261023/NightIndexzh-cn2026-10-23T19:07:21+08:00算力融资争议再起，AI产业链订单与业绩双线兑现 https://chase-dream.cn/en/digests/ai-20261023/NightIndexen2026-10-23T19:07:21+08:00Cambricon Q3 Net Profit +147.74%, Western Digital Books to 2030 as CoreWeave Splits the Street $23B vs $76B - Earnings Beat, Funding-Gap Stress https://chase-dream.cn/digests/cn_macro-20261023-am/NightIndexzh-cn2026-10-23T08:01:30+08:00隔夜宏观：长钱稳市、央企2万亿开工与新周期信号 https://chase-dream.cn/en/digests/cn_macro-20261023-am/NightIndexen2026-10-23T08:01:30+08:0010-Year CGB Yield Slips to Record 1.6414% as Small Banks Flip Duration, Yet Ship Orders Surge 163.2% and FDI Holds with France Up 31.8% — November NPC Session Tests the Path https://chase-dream.cn/digests/cn_macro-20261023/NightIndexzh-cn2026-10-23T19:03:24+08:00三季报披露周开局，财政增量与"十五五"规划同框落地 https://chase-dream.cn/en/digests/cn_macro-20261023/NightIndexen2026-10-23T19:03:24+08:00Cambricon Q3 Net Profit Soars 147.74%, Zijin 9M Profit Climbs 51.93%, as 550B Yuan Local Debt and Unified Energy Contracts Stack Q4 Plumbing — AI Beats Coal's 3.2% Print https://chase-dream.cn/en/digests/fed_macro-20261023-am/NightIndexen2026-10-23T08:00:39+08:00Flight to Safety Sends 10Y Plunging 19.3bp - Steepest Drop Since March 2023 - as Hedging Costs Soar and 2026 Fed Hike Fully Unpriced https://chase-dream.cn/digests/fed_macro-20261023-am/NightIndexzh-cn2026-10-23T08:00:39+08:00美债遭疯抢：十年期收益率单日暴跌19基点，交易员不再完全押注年内加息 https://chase-dream.cn/en/digests/fed_macro-20261023/NightIndexen2026-10-23T19:02:03+08:00Three Shocks Collide to Crash 10Y Yield 19.3bp to 4.95% as Fed Hike Pricing Slips to January 2027 — Oil at $114 and French 10Y at 5.04% Frame Warsh's Credibility Test https://chase-dream.cn/digests/fed_macro-20261023/NightIndexzh-cn2026-10-23T19:02:03+08:00AI恐慌重塑加息路径，沃什直面沟通大考 https://chase-dream.cn/digests/global_macro-20261023-am/NightIndexzh-cn2026-10-23T08:02:25+08:00日英通胀分化 欧洲债市承压 https://chase-dream.cn/en/digests/global_macro-20261023-am/NightIndexen2026-10-23T08:02:25+08:00Japan Core CPI Cracks BoJ 2% Target at 2.1% Backing December Hike; Yen Hits One-Year High vs Euro as France 10Y Cracks 50bp Over Italy, Carry Unwind Wipes Out ~100 London Desks https://chase-dream.cn/digests/global_macro-20261023/NightIndexzh-cn2026-10-23T19:04:42+08:00全球宏观日报：日核心CPI破2%，欧央行12月收官加息预期升温 https://chase-dream.cn/en/digests/global_macro-20261023/NightIndexen2026-10-23T19:04:42+08:00Japan Core-Core CPI Climbs to 2.4% Sealing December BoJ Hike, While France-Germany 10Y Spread Hits 1.78% — Sovereign Bond Stress Spreads https://chase-dream.cn/digests/hormuz-20261023-am/NightIndexzh-cn2026-10-23T08:05:29+08:00霍尔木兹冲突骤升级 油价破113美元 隔夜全球市场风险重定价 https://chase-dream.cn/en/digests/hormuz-20261023-am/NightIndexen2026-10-23T08:05:29+08:00Seven Tankers Hit in Hormuz, Brent Punches Through $113 as Houthi Four-Strike Barrage Hits Saudi Defense Ministry and Aramco HQ - the 'Flows Are Fine' Story Meets Five-Month Highs Two Weeks Before the US Midterms https://chase-dream.cn/digests/hormuz-20261023/NightIndexzh-cn2026-10-23T19:05:34+08:00霍尔木兹海峡：胡塞武装打击沙特阿美核心设施，油市期货与现货显著背离 https://chase-dream.cn/en/digests/hormuz-20261023/NightIndexen2026-10-23T19:05:34+08:00Hormuz Attacks Hit October Record While Physical Flows Rebound: Brent at $113.17, Basrah $10 Below Dubai, Fuel Oil +6% on Supply Gap - Spot vs Futures Split https://chase-dream.cn/digests/industrial_metals-20261023-am/NightIndexzh-cn2026-10-23T08:09:12+08:00工业金属隔夜观察：LME 全线收跌，伦铜探至五周新低 https://chase-dream.cn/en/digests/industrial_metals-20261023-am/NightIndexen2026-10-23T08:09:12+08:00LME Copper Slips to Five-Week Low at $14,089 on US Warehouse Build, Even as Chile Trims 2026 Output 8-9% and Southern Copper Guides 2027 Below 920,000 Tons - Logistical Glut vs Mine Reality https://chase-dream.cn/en/digests/industrial_metals-20261023/NightIndexen2026-10-23T19:12:55+08:00LME Copper Tumbles 1.94% to Five-Week Low as AI Selloff Saps Risk Appetite, LME US Warehouse Stocks Hit 12.5-Year High - Yet Chile Lithium, Rio Bauxite, Indonesia Nickel Open New Supply Lines https://chase-dream.cn/digests/industrial_metals-20261023/NightIndexzh-cn2026-10-23T19:12:55+08:00工业金属日报：外强内弱延续 伦铜反弹难改周线颓势 https://chase-dream.cn/digests/precious_metals-20261023-am/NightIndexzh-cn2026-10-23T08:08:26+08:00贵金属遭抛售，金银盘中跌近3%、白银单日跌逾5% https://chase-dream.cn/en/digests/precious_metals-20261023-am/NightIndexen2026-10-23T08:08:26+08:00Silver Crashes to $54.63 (Lowest Since Nov 2025) as Oil-Fueled Hawkish-Fed Bets Dump Gold Below $4,030 — Falling-Yields Paradox https://chase-dream.cn/en/digests/precious_metals-20261023/NightIndexen2026-10-23T19:11:40+08:00Gold Loses $4,000 to Liquidity Selloff; Silver Drops 6% as Brent Above $113 Rewires the Fed Path — Safe-Haven Bid Tested by Cross-Asset Margin Calls https://chase-dream.cn/digests/precious_metals-20261023/NightIndexzh-cn2026-10-23T19:11:40+08:00金价跌穿4000美元创四个月新低，白银跟随跳水 https://chase-dream.cn/en/digests/research-20261023-am/NightIndexen2026-10-23T08:07:22+08:00Hedge Fund Shorts Hit 99th Percentile As Net Leverage Drops To Three-Year Lows — Goldman Flags Squeeze Risk, JPM Says Selling Is Done; Tesla Splits Goldman Neutral $360 Against UBS $425 https://chase-dream.cn/digests/research-20261023-am/NightIndexzh-cn2026-10-23T08:07:22+08:00隔夜研报动态：海外评级密集调整，宏观聚焦美债与AI风险 https://chase-dream.cn/digests/research-20261023/NightIndexzh-cn2026-10-23T19:10:23+08:00研报动态日报：情绪修复窗口下，机构掘金PCB/铝/化肥主线 https://chase-dream.cn/en/digests/research-20261023/NightIndexen2026-10-23T19:10:23+08:00BofA Holds Two Further 2026 Hikes as Energy Reignites 3.7% US CPI, While A-Shares Snap 4.16% on ChiNext From RSI 23.9 - Citi Sees 'Capitulation' at PDD P/E 2.7-3.5x https://chase-dream.cn/digests/ai-20261022-am/NightIndexzh-cn2026-10-22T08:08:03+08:00算力再加速与Agent竞赛白热化：隔夜AI板块多线推进 https://chase-dream.cn/en/digests/ai-20261022-am/NightIndexen2026-10-22T08:08:03+08:00Claude Duet Lands on iOS and Android, Tesla Trims 2026 Capex to ~$20B, Musk Pushes Test Chip to June 2028 - Agent Race vs Capex Reset https://chase-dream.cn/digests/ai-20261022/NightIndexzh-cn2026-10-22T19:05:26+08:00算力长单加码，商业化裂缝扩大 https://chase-dream.cn/en/digests/ai-20261022/NightIndexen2026-10-22T19:05:26+08:00Huang's 'Off the Charts' Demand Meets a 1% Revenue Floor: Lam Research Drops 8.36% on China Risk, Anthropic 17% Bankruptcy Priced Against $750B Compute Pledge — Capex Bid Tests a Stalled Token-Spend Base https://chase-dream.cn/digests/cn_macro-20261022-am/NightIndexzh-cn2026-10-22T08:02:13+08:00宏观隔夜：三季报超预期回升 政策聚焦中长期制度建设 https://chase-dream.cn/en/digests/cn_macro-20261022-am/NightIndexen2026-10-22T08:02:13+08:00Two Offices Redefine S&T-Industry Financing as Q3 GDP Beats 4.5% and RMB Closes at 6.6760 — Financial Street Forum Pivots to Overnight Rate at ~1.3% vs French 10Y at 5% Since 2002 https://chase-dream.cn/en/digests/cn_macro-20261022/NightIndexen2026-10-22T19:02:02+08:00Q3 GDP Re-Accelerates to 4.5% as Exports Surge 36.3%, Yet Property FAI Sinks 20.6% and Southbound Bleeds 9B HKD as Fund Houses Pledge 1.3B Yuan in ETF Self-Buys https://chase-dream.cn/digests/cn_macro-20261022/NightIndexzh-cn2026-10-22T19:02:02+08:00对外投资新规发布 政策与消费数据同步推进 https://chase-dream.cn/en/digests/fed_macro-20261022-am/NightIndexen2026-10-22T08:00:38+08:0020Y Auction Prints Record 5.469% With Dealer Takedown at 10.3%, Yet Post-Auction Yield Snaps 1.25bp Lower - November 3 FOMC Tests the Lull https://chase-dream.cn/digests/fed_macro-20261022-am/NightIndexzh-cn2026-10-22T08:00:38+08:0020年期美债拍卖创纪录新高 联储路径再添变数 https://chase-dream.cn/digests/fed_macro-20261022/NightIndexzh-cn2026-10-22T19:01:03+08:00暂停预期与AI疑虑交织：美元承压美债长端创月内新低 https://chase-dream.cn/en/digests/fed_macro-20261022/NightIndexen2026-10-22T19:01:03+08:00DXY Cracks 101.50 on Fed Pause Repricing; 30Y Slides to 5.376% on AI-Driven Haven Bid — Senate Math and the Deficit Transmission Take Over https://chase-dream.cn/digests/global_macro-20261022-am/NightIndexzh-cn2026-10-22T08:05:57+08:00法国10年期收益率创2002年新高，英国通胀超预期，日本12月加息预期升温 https://chase-dream.cn/en/digests/global_macro-20261022-am/NightIndexen2026-10-22T08:05:57+08:00French 10Y Hits 5% for First Time Since July 2002 as OAT-Bund Spread Nears 160bps Euro-Crisis High — UK CPI Overshoots to 3.5% with £24.5bn Deficit, $5bn+ Debt Sales Pulled https://chase-dream.cn/en/digests/global_macro-20261022/NightIndexen2026-10-22T19:03:20+08:00French OAT 10Y Cracks 5.09% as Foreign Exodus Reshapes Euro Sovereigns; UK Debt Crosses £3tn, Korea Holds at 3.00% — BoE Beyond November Clouded by Energy https://chase-dream.cn/digests/global_macro-20261022/NightIndexzh-cn2026-10-22T19:03:20+08:00法国债抛售蔓延，韩国按兵不动，新兴市场承压 https://chase-dream.cn/en/digests/hormuz-20261022-am/NightIndexen2026-10-22T08:07:13+08:00Gulf Crude Flows Snap Back to 24.6 mb/d Even as Tanker Attacks Spread to Iraq and Oman; Brent Holds $108 on Fragile Recovery — Blockade-or-Deal Decides https://chase-dream.cn/digests/hormuz-20261022-am/NightIndexzh-cn2026-10-22T08:07:13+08:00霍尔木兹隔夜观察：袭船外溢、油市悖论与外交僵局 https://chase-dream.cn/en/digests/hormuz-20261022/NightIndexen2026-10-22T19:04:25+08:00IRGC Strikes Seven Tankers in Hormuz Overnight, Brent Above $110 as US-Israel Plot Post-Midterm Iran Strike — Even as Middle East Crude Flows Sit at 94% of Pre-War https://chase-dream.cn/digests/hormuz-20261022/NightIndexzh-cn2026-10-22T19:04:25+08:00霍尔木兹地缘危局再升级：海峡一夜7船遇袭叠加沙特遭袭，布伦特破110 https://chase-dream.cn/en/digests/industrial_metals-20261022-am/NightIndexen2026-10-22T08:10:45+08:00Copper Stack Tightens: Teck Highland Valley Strike Notice Sets Oct 24 Clock, Grupo Mexico Cuts 2026 Guidance, BHP Anchors 3-4% CAGR to 2035 — LME Tin Rides Chip Stocks https://chase-dream.cn/digests/industrial_metals-20261022-am/NightIndexzh-cn2026-10-22T08:10:45+08:00工业金属隔夜观察：伦镍领涨近3%，铜矿端罢工预警与产量指引下调共振 https://chase-dream.cn/digests/industrial_metals-20261022/NightIndexzh-cn2026-10-22T19:09:57+08:00铜价承压、铝强锂弱：工业金属日内分化加剧 https://chase-dream.cn/en/digests/industrial_metals-20261022/NightIndexen2026-10-22T19:09:57+08:00Hongqiao Posts +69.86% YTD Net Profit as LME Copper Slips 1.02% to $14,209.5/Ton, COMEX Stockpiling Adds 27,675t of Warrants, Lithium Carbonate Cracks 4% — Aluminum Earnings Diverge From Base-Metals Selloff https://chase-dream.cn/digests/precious_metals-20261022-am/NightIndexzh-cn2026-10-22T08:09:11+08:00隔夜金银分化：黄金震荡收涨，白银承压回落 https://chase-dream.cn/en/digests/precious_metals-20261022-am/NightIndexen2026-10-22T08:09:11+08:00Gold Whipsaws on Iran Embassy Alert, Settles $4,159.5; Silver Lags to $57 Before $58.115 Recovery - FOMC Tests the Defense-Industrial Split https://chase-dream.cn/digests/precious_metals-20261022/NightIndexzh-cn2026-10-22T19:08:50+08:00黄金失守4070美元、白银重挫逾3%——强美元联手油价压制金银 https://chase-dream.cn/en/digests/precious_metals-20261022/NightIndexen2026-10-22T19:08:50+08:00Gold Breaks $4,070 and Silver Loses $56 on 11-Year-High Dollar Sensitivity; BlackRock's 3x Miner-Leverage Bull Case Faces Goldman's 'Still Stuck' Silver Warning https://chase-dream.cn/digests/research-20261022-am/NightIndexzh-cn2026-10-22T08:08:38+08:00研报动态｜大摩调整中港名单，BofA质疑联储节奏 https://chase-dream.cn/en/digests/research-20261022-am/NightIndexen2026-10-22T08:08:38+08:00AI-Hardware Target Hikes Stack (QCOM $185, SMCI $38, SpaceX) as BofA's Cabana Asks Fed 'Why Wait Now?' and Top 10 Drive 66% of Q3 Earnings - Bullish Single-Name Tape vs Index Concentration https://chase-dream.cn/digests/research-20261022/NightIndexzh-cn2026-10-22T19:07:51+08:00研报动态：AI基建多空对峙，机构聚焦"造血能力"与"融资缺口" https://chase-dream.cn/en/digests/research-20261022/NightIndexen2026-10-22T19:07:51+08:00JPMorgan's $400B Tech Cash Surplus Caps the AI Sell-Off as Nomura Warns of a '97-98/'07-08 'Second Shock' With Oil as the Switch and Crude Freight Jumps 7x to $35/bbl - Hyperscalers vs Neocloud