https://chase-dream.cn/en/digests/ai-20260915-am/NightIndexen2026-09-15T08:10:17+08:00Trump Calls AI Fears a 'Hoax' on Huang Call as Gas Turbines Sell Out to 2030, OpenAI Slides IPO to 2027 at $852B Mark, Kioxia Eyes $10B US ADR - Denial Meets Bottleneck https://chase-dream.cn/digests/ai-20260915-am/NightIndexzh-cn2026-09-15T08:10:17+08:00AI隔夜：特朗普联袂黄仁勋反AI恐慌，中美治理框架同日落地 https://chase-dream.cn/en/digests/ai-20260915/NightIndexen2026-09-15T19:10:12+08:00AI Capex Spreads Beyond Hyperscalers: UBS Lifts S&P 500 to 8,100 by 2026, Gold to $5,000 — Even as CoreWeave Drops 1% Pre-Market on Slowdown Tag https://chase-dream.cn/digests/ai-20260915/NightIndexzh-cn2026-09-15T19:10:12+08:00AI日报：盈利扩散与放缓分歧对垒，模型芯片与安全治理同日密集推进 https://chase-dream.cn/en/digests/cn_macro-20260915-am/NightIndexen2026-09-15T08:06:55+08:005B Yuan Poly CB Reopens Property Refinancing, Tier-1 Resale Jumps 9-27%, Yet August TSF Misses at 1.66T and RMB Drifts 6-15 Pips Softer - Consumption Pivot vs Cooling Credit https://chase-dream.cn/digests/cn_macro-20260915-am/NightIndexzh-cn2026-09-15T08:06:55+08:00隔夜财经回顾：8月金融数据落地，楼市"金九"初显 https://chase-dream.cn/digests/cn_macro-20260915/NightIndexzh-cn2026-09-15T19:06:41+08:008月数据落地：托底兑现度迎来实物验证窗口 https://chase-dream.cn/en/digests/cn_macro-20260915/NightIndexen2026-09-15T19:06:41+08:00August Data Splits: IVA Reaccelerates to 5.2% with High-Tech at 16.7% and PPI +0.4% MoM, Yet Retail Slows to 0.4% and Social Financing Slips to 7.2% — September Becomes the Real Transmission Test https://chase-dream.cn/en/digests/fed_macro-20260915-am/NightIndexen2026-09-15T08:01:57+08:00Hike Priced at 84-90% Meets a Long-End Revolt: 10Y Cracks 5%, 30Y Hits ~5.40% as $40T Debt and the Hormuz Premium Test Warsh https://chase-dream.cn/digests/fed_macro-20260915-am/NightIndexzh-cn2026-09-15T08:01:57+08:00美联储加息倒计时：全球资产隔夜共振，10年期美债收益率站上5%关键关口 https://chase-dream.cn/en/digests/fed_macro-20260915/NightIndexen2026-09-15T19:05:43+08:0010-Year Pierces 5% With ~92% September Hike Priced, Brent Near $107, Chips Shed ~$500B — Bessent Testifies at 22:00 Into Warsh's FOMC https://chase-dream.cn/digests/fed_macro-20260915/NightIndexzh-cn2026-09-15T19:05:43+08:0010年期美债破5%与FOMC议息夜：全球资产锚的危险信号 https://chase-dream.cn/en/digests/global_macro-20260915-am/NightIndexen2026-09-15T08:08:13+08:00Hawkish Pricing Lifts UK 2Y to 4.918% as Markets Embed Five BoE and Four ECB Hikes by End-2027, Yet Citadel Says Energy-Driven Slowdown Will Cap European Yields — BoJ September 18 Decides Next https://chase-dream.cn/digests/global_macro-20260915-am/NightIndexzh-cn2026-09-15T08:08:13+08:00隔夜全球宏观：欧债收益率受增长担忧压制，英银加息预期升温 https://chase-dream.cn/en/digests/global_macro-20260915/NightIndexen2026-09-15T19:08:00+08:00Long-End Blowout Tests ECB Credibility: German 30Y at 3.92%, French 30Y at 5.18% as ZEW Cracks and Spain CPI Hits 4.3% — BOJ Friday Verdict, Lagarde Exit Looms https://chase-dream.cn/digests/global_macro-20260915/NightIndexzh-cn2026-09-15T19:08:00+08:00全球宏观日报｜欧债长端告急，日元等待周五大考 https://chase-dream.cn/digests/hormuz-20260915-am/NightIndexzh-cn2026-09-15T08:09:23+08:00霍尔木兹海峡隔夜观察：美伊谈判僵局叠加管道停运，油轮日租首破百万美元 https://chase-dream.cn/en/digests/hormuz-20260915-am/NightIndexen2026-09-15T08:09:23+08:00Saudi Pipeline Shutdown Trims 4% of Global Supply as VLCC Rates Top $1M/Day and Brent Jumps 4% to $109.18 - US-Iran Narratives Split on Hormuz Tanker Cause, Trump Demands 'Escort Compensation' https://chase-dream.cn/digests/hormuz-20260915/NightIndexzh-cn2026-09-15T19:08:58+08:00霍尔木兹海峡日报：通行骤降叠加管道停运，油价百元上方继续抬升 https://chase-dream.cn/en/digests/hormuz-20260915/NightIndexen2026-09-15T19:08:58+08:00Hormuz Volumes Halve to ~8mb/d as Saudi East-West Pipeline Loses 2.5-5mb/d; WTI Holds $102, BofA Tags $150 Brent - Iran Rejects Trump's Deal Talk as Houthis Seize Red Sea Islands https://chase-dream.cn/digests/industrial_metals-20260915-am/NightIndexzh-cn2026-09-15T08:13:00+08:00铜价重挫 战略小金属价值重估持续升温 https://chase-dream.cn/en/digests/industrial_metals-20260915-am/NightIndexen2026-09-15T08:13:00+08:00Copper Crashes 3% to $6.29/lb on COMEX and LME 3-Month Under $14,000 While US War Department Commits $450M to Tungsten and DOE Funds Four Mine-of-Future Sites - Cyclical Liquidation vs Strategic-Metals Securitization https://chase-dream.cn/digests/industrial_metals-20260915/NightIndexzh-cn2026-09-15T19:16:33+08:00工业金属日报 | 铜锡镍集体回调 印尼干旱扰动镍供应 https://chase-dream.cn/en/digests/industrial_metals-20260915/NightIndexen2026-09-15T19:16:33+08:00Indonesian Drought Caps Excelsior at 30% as Bernstein Cuts Long-Term Nickel to $19,000/t, While Copper Holds $14,000 on LME Contango — Supply Hit vs. Forecast Reset https://chase-dream.cn/digests/precious_metals-20260915-am/NightIndexzh-cn2026-09-15T08:12:11+08:00黄金白银夜盘重挫 加息预期主导市场情绪 https://chase-dream.cn/en/digests/precious_metals-20260915-am/NightIndexen2026-09-15T08:12:11+08:00Gold Cracks $4,300 on 88% September Hike Odds and Near-5% Yields — August's Record $18B ETF Inflow Is the Contradiction https://chase-dream.cn/digests/precious_metals-20260915/NightIndexzh-cn2026-09-15T19:15:16+08:00金银承压回撤：加息预期充分定价，长端利率破5%施压金价 https://chase-dream.cn/en/digests/precious_metals-20260915/NightIndexen2026-09-15T19:15:16+08:00Gold Slides Through $4,300 on 10Y Above 5% and Oil-Led Hike Bets — Silver -1%, India Still Takes $2.3B in August https://chase-dream.cn/digests/research-20260915-am/NightIndexzh-cn2026-09-15T08:11:11+08:00美联储加息倒计时：押注近九成，机构分歧加剧 https://chase-dream.cn/en/digests/research-20260915-am/NightIndexen2026-09-15T08:11:11+08:00Bond Vigilantes Force the Fed's Hand: September Hike Odds Hit 87-90% as 10Y Tops 5% and 30Y Hits a 2007 High, Yet BofA's Top Bear Lifts S&P 500 to 7,400 — Wednesday Dot Plot Decides https://chase-dream.cn/digests/research-20260915/NightIndexzh-cn2026-09-15T19:14:35+08:00研报动态：美联储加息在即，AI链与银行股成机构聚焦主线 https://chase-dream.cn/en/digests/research-20260915/NightIndexen2026-09-15T19:14:35+08:00S&P 2026 Targets Diverge 7700-8100 as Fed Hike Priced and 10Y Breaks 5%; AI Trade Cracks 45% Even as UBS Sees Broadening - Diffusion vs Long-End Stress https://chase-dream.cn/digests/ai-20260914-am/NightIndexzh-cn2026-09-14T08:11:57+08:00三巨头同框喊停，AI板块隔夜多空对决 https://chase-dream.cn/en/digests/ai-20260914-am/NightIndexen2026-09-14T08:11:57+08:00Vera Rubin and 800VDC Open a New AIDC Power Cycle as Anthropic Books a Second Profitable Quarter on $11.5B Q2 Revenue - Yet a CEO Triumvirate Calls to Brake and Asian Capex Indices Brace for Volatility https://chase-dream.cn/digests/ai-20260914/NightIndexzh-cn2026-09-14T19:10:23+08:00AI"减速"信号引爆全球抛售：芯片、光通信、港股模型股齐跌，争议未息 https://chase-dream.cn/en/digests/ai-20260914/NightIndexen2026-09-14T19:10:23+08:00'Decel Chorus' Hammers Chips and Optics, Intel -5%+, Corning/Coherent -6%, Zhipu Slides ~10% - Yet Zhipu Pitches a ~$5B Raise Into the Rout https://chase-dream.cn/digests/cn_macro-20260914-am/NightIndexzh-cn2026-09-14T08:08:04+08:00央行重启隔夜逆回购稳资金面 海外加息与8月数据成今日焦点 https://chase-dream.cn/en/digests/cn_macro-20260914-am/NightIndexen2026-09-14T08:08:04+08:00ECB Lifts to 2.50% as US PPI Hits 5.4% and 30Y Mortgage at 6.85% One-Year High; PBOC Front-Loads ¥60bn/Day into China's Completed-Home-Sales Reset - Funding Cost vs Liquidity Cushion https://chase-dream.cn/en/digests/cn_macro-20260914/NightIndexen2026-09-14T19:02:57+08:00Households Shed 1.03T in Loans, Park 6.99T in Deposits; Wealth Managers Push 1.98T Into Equity Products as August Auto Retail Drops 23% — Savings Glut vs Spending Drought https://chase-dream.cn/digests/cn_macro-20260914/NightIndexzh-cn2026-09-14T19:02:57+08:00含权理财激增近2万亿、央行月度数据亮相、户籍促消费引热议 https://chase-dream.cn/en/digests/fed_macro-20260914-am/NightIndexen2026-09-14T08:02:05+08:00September Hike Locked at 85-90% on 3.4% August CPI, 10Y Nears 5% on +57bp YTD Move; Warsh Caught Between Preventive Tightening and Trump's No-Win https://chase-dream.cn/digests/fed_macro-20260914-am/NightIndexzh-cn2026-09-14T08:02:05+08:00美联储9月FOMC倒计时：沃什迎"信誉大考"，10年美债破5%在即 https://chase-dream.cn/digests/fed_macro-20260914/NightIndexzh-cn2026-09-14T19:01:56+08:00美联储9月加息箭在弦上，市场定价逾八成，悬念转向紧缩路径 https://chase-dream.cn/en/digests/fed_macro-20260914/NightIndexen2026-09-14T19:01:56+08:00Hike Odds Top 85% for September 16 to 3.75%-4.00% as 86 of 101 Economists Concur; Brent Jumps 3%+ on a Saudi Pipeline Halt and the 30Y Sits at 5.362% - Sell-Side Paths Now Span One to Six Hikes https://chase-dream.cn/digests/global_macro-20260914-am/NightIndexzh-cn2026-09-14T08:09:06+08:00全球宏观：BOJ加息倒计时 英国财政承压 资金风险偏好边际企稳 https://chase-dream.cn/en/digests/global_macro-20260914-am/NightIndexen2026-09-14T08:09:06+08:00BoJ Priced for 1.25% With 10Y JGB at 2.99% and Yen at 153, But M2 Near 2% Says Tightening Is Already Binding - Japan, US, UK Decide in Seven Days https://chase-dream.cn/digests/global_macro-20260914/NightIndexzh-cn2026-09-14T19:04:00+08:00全球央行周开幕：英日央行决议在即，油价与政治压力主导市场 https://chase-dream.cn/en/digests/global_macro-20260914/NightIndexen2026-09-14T19:04:00+08:00BoJ Set to Lift to 1.25% (31-Year High) as Bessent Tests Ueda; UK 30Y Touches 5.9506% Since March 1998, ECB Hawks Re-Engage on Gas https://chase-dream.cn/en/digests/hormuz-20260914-am/NightIndexen2026-09-14T08:09:57+08:00Saudi Pipeline Hit, Hormuz Talks Scrapped: WTI/Brent +3%, European Gas +3.8% — No New Omani Date, Trump Floats Post-War 'Take' of Iranian Oil https://chase-dream.cn/digests/hormuz-20260914-am/NightIndexzh-cn2026-09-14T08:09:57+08:00霍尔木兹僵局升级：沙特输油管关停、海湾会谈推迟、原油盘初跳涨3% https://chase-dream.cn/digests/hormuz-20260914/NightIndexzh-cn2026-09-14T19:05:14+08:00霍尔木兹会议延期 三大外运通道同步承压油价跳涨 https://chase-dream.cn/en/digests/hormuz-20260914/NightIndexen2026-09-14T19:05:14+08:00Three Corridors Under Simultaneous Squeeze: Hormuz Talks Slips, Saudi Pipeline Shuts, Brent Tops $108 — Europe Gas at Dec 2022 High, US Drone Reportedly Downed https://chase-dream.cn/digests/industrial_metals-20260914/NightIndexzh-cn2026-09-14T19:14:42+08:00通胀粘性叠加关税推迟 工业金属全线承压 https://chase-dream.cn/en/digests/industrial_metals-20260914/NightIndexen2026-09-14T19:14:42+08:00Fed September Hike Bets Climb to ~86% on Sticky Core CPI and Oil Surge, LME Copper Below $14,100 and SHFE Tin 3.81% — Tariff Premium Unwinds but SHFE Stocks Hit Two-Year Low https://chase-dream.cn/digests/precious_metals-20260914-am/NightIndexzh-cn2026-09-14T08:13:27+08:00金银双双重挫，天风警示调整压力未消 https://chase-dream.cn/en/digests/precious_metals-20260914-am/NightIndexen2026-09-14T08:13:27+08:00Gold Gaps Down to $4,330 on Rate-Hike Consensus as Silver Slides 1% to $63.8 — Tianfeng Sees More Pain While a 'Word' in Next Week's Fed Verdict Looms https://chase-dream.cn/en/digests/precious_metals-20260914/NightIndexen2026-09-14T19:13:34+08:00Gold Cracks $4,320, Silver Tumbles 3% on ~90% September Hike Odds, Yet $4,300 Anchors the Structural Bid — Fed Verdict Decides https://chase-dream.cn/digests/precious_metals-20260914/NightIndexzh-cn2026-09-14T19:13:34+08:00金银齐跌逼近4300关口，机构多空激辩加息走向 https://chase-dream.cn/en/digests/research-20260914-am/NightIndexen2026-09-14T08:12:57+08:00September Hike Priced at 87-90% as August CPI Lands In Line; A-Shares Brace for the Day-After, BSE Quality Tilt, and the Vera Rubin Power Cycle - Oil Caps the Ceiling https://chase-dream.cn/digests/research-20260914-am/NightIndexzh-cn2026-09-14T08:12:57+08:00FOMC前夜：CPI靴子落地后机构研报全景 https://chase-dream.cn/digests/research-20260914/NightIndexzh-cn2026-09-14T19:11:25+08:00研报日报｜联储加息倒计时，A股静待利空出尽 https://chase-dream.cn/en/digests/research-20260914/NightIndexen2026-09-14T19:11:25+08:00Pre-FOMC Repricing Locks In ~90% Odds for a 25bp Hike; One-and-Done Caps the Path as Diesel, 30Y and AI-Bubble Warnings Stack — Buy the News, or Buy the Dip?