https://chase-dream.cn/en/digests/ai-20260930-am/NightIndexen2026-09-30T08:07:51+08:00OpenAI Dots at $500/mo, $30B Raise at $1.4T, $70B ARR as Trump Renames AI 'Super Intelligence' and Picks Industry Over Legislation - Agent Monetization Tests Self-Governance https://chase-dream.cn/digests/ai-20260930-am/NightIndexzh-cn2026-09-30T08:07:51+08:00AI隔夜要闻：OpenAI开发者日刷屏，白宫力推"超级智能" https://chase-dream.cn/en/digests/ai-20260930/NightIndexen2026-09-30T19:07:25+08:00OpenAI Eyes $30B Pre-IPO at $1.4T as Kimi K3 Cracks Codex Billing, Samsung Targets 66% HPC by 2029 - Capital Surge vs. One-Page Safety Pact https://chase-dream.cn/digests/ai-20260930/NightIndexzh-cn2026-09-30T19:07:25+08:00AI日报｜算力订单潮涌，Kimi K3首入OpenAI企业付费通道 https://chase-dream.cn/en/digests/cn_macro-20260930-am/NightIndexen2026-09-30T08:04:34+08:00PBoC Trims PSL 25bp to 1.5% and Rolls First National Mortgage Subsidy; Fed October Hike Odds Slip to 50% on Williams' 'No Rush' — Diesel Spread at Record $100/bbl https://chase-dream.cn/digests/cn_macro-20260930-am/NightIndexzh-cn2026-09-30T08:04:34+08:00美联储10月加息预期分歧加大 央行四箭齐发稳增长 https://chase-dream.cn/en/digests/cn_macro-20260930/NightIndexen2026-09-30T19:02:54+08:00PBOC Stages 1.2T Yuan Buyback as Banks Hit Records and PMI Returns to 50.1, Yet Tonight's PCE Tests 91% December Hike Odds and the Hedge-Fund 7% of Treasuries — China Easing vs US Path https://chase-dream.cn/digests/cn_macro-20260930/NightIndexzh-cn2026-09-30T19:02:54+08:00央行1.2万亿买断式逆回购护航季末 9月PMI重返扩张 海外待今夜PCE定调 https://chase-dream.cn/digests/fed_macro-20260930-am/NightIndexzh-cn2026-09-30T08:01:16+08:00联储官员鹰声交错美债冲高回落，10月加息预期重回五五开 https://chase-dream.cn/en/digests/fed_macro-20260930-am/NightIndexen2026-09-30T08:01:16+08:0030Y Crests 5.60% (24-Year High) as Williams' 'No Rush' Cuts October Hike Odds From ~70% to 50% — Barr's Further-Hike Base Case vs Long-End Revolt https://chase-dream.cn/digests/fed_macro-20260930/NightIndexzh-cn2026-09-30T19:01:18+08:00PCE压轴与Williams重置时钟：美债空头扎堆下的多空博弈 https://chase-dream.cn/en/digests/fed_macro-20260930/NightIndexen2026-09-30T19:01:18+08:00Williams' 'No Rush' Sends October Hike Odds to ~44-50% From ~70%, Yet 30Y Holds 5.6% and Crowded Shorts Set a Squeeze - PCE at 20:30 Decides https://chase-dream.cn/en/digests/global_macro-20260930-am/NightIndexen2026-09-30T08:05:36+08:00OPEC+ Locks November Quotas as France 10Y Touches 4.811% Near 2008 Peak - ECB's Demarco Hints at October Hike, BoE's Taylor Warns of 2022 Parallel https://chase-dream.cn/digests/global_macro-20260930-am/NightIndexzh-cn2026-09-30T08:05:36+08:00欧债收益率续创近年新高，英欧央行就加息路径分歧加剧 https://chase-dream.cn/en/digests/global_macro-20260930/NightIndexen2026-09-30T19:04:05+08:00EU's €100bn Iran-War Energy Bill Meets BoE's 'Sharper' AI Correction Warning; Italy 4.1% Flash CPI Stuns vs 3.7%, BoJ Tapers ¥200bn, BIST Slips Toward Bear Market — Q4 Stress Vectors Compound https://chase-dream.cn/digests/global_macro-20260930/NightIndexzh-cn2026-09-30T19:04:05+08:00欧洲能源承压与日央行缩表推进 https://chase-dream.cn/en/digests/hormuz-20260930-am/NightIndexen2026-09-30T08:06:35+08:00Three Tanker Strikes Hold Brent Below $100 as Qatar's Interim Draft Reaches Tehran by Tuesday - Trump Denial vs IRGC '500km Pullback' Collide https://chase-dream.cn/digests/hormuz-20260930-am/NightIndexzh-cn2026-09-30T08:06:35+08:00霍尔木兹隔夜：调解方推临时协议草案 海峡多船遇袭油价百元关口拉锯 https://chase-dream.cn/digests/hormuz-20260930/NightIndexzh-cn2026-09-30T19:05:25+08:00霍尔木兹日报：美伊互收回复，油运恢复至战前九成 https://chase-dream.cn/en/digests/hormuz-20260930/NightIndexen2026-09-30T19:05:25+08:00Iran Says It Has US Reply on Hormuz Deal While a VLCC Burns in Transit and Crude Hits 17.5 mb/d (98% Pre-War) — Backchannel vs Fire https://chase-dream.cn/en/digests/precious_metals-20260930-am/NightIndexen2026-09-30T08:10:27+08:00Gold Rebounds 1.12% to $4,215 From $4,110 Seven-Week Low as Fed Hike Bets Recede; Silver Trails at $61.84 Even as SLV Adds 30.9 Tonnes — Yields Cap the Bounce Into JOLTS, ADP, PCE and NFP https://chase-dream.cn/digests/precious_metals-20260930-am/NightIndexzh-cn2026-09-30T08:10:27+08:00黄金收复4200美元关口，白银ETF单日增逾30吨 https://chase-dream.cn/digests/precious_metals-20260930/NightIndexzh-cn2026-09-30T19:10:17+08:00纽约金突破4220美元 韩国央行13年来首启实物购金 https://chase-dream.cn/en/digests/precious_metals-20260930/NightIndexen2026-09-30T19:10:17+08:00NY Gold Pushes Past $4220 as BOK Returns to Physical Gold After 13 Years — Yet Real Yields at 18-Year High and Silver's Slide to $60.83 Cap the Bid https://chase-dream.cn/en/digests/research-20260930-am/NightIndexen2026-09-30T08:08:57+08:00Barclays Maps 6% 30Y as 10Y Crests 5.29% and Mortgage Hits 7.58% — Williams' Late Bid the Sole Relief https://chase-dream.cn/digests/research-20260930-am/NightIndexzh-cn2026-09-30T08:08:57+08:00隔夜研报动态：美债收益率续创新高 大行密集调整利率与AI链评级 https://chase-dream.cn/en/digests/research-20260930/NightIndexen2026-09-30T19:09:09+08:0030Y Maps to 6% on Productivity; $346B Hyperscaler Debt Stretches Credit, $33B Quarter-End Sell Looms as Real Rates Two-Sigma — Diesel $100/bbl Crack, Takaichi Yen Pivot Decide the Next Leg https://chase-dream.cn/digests/research-20260930/NightIndexzh-cn2026-09-30T19:09:09+08:00投行集体重定调：美股季末承压与全球宏观拐点共振 https://chase-dream.cn/en/digests/ai-20260929-am/NightIndexen2026-09-29T08:06:13+08:00Millisecond Kill-Switch, $8.2B World Labs Deal, $518B Anthropic Capex Land in One Session - Build vs. Safety https://chase-dream.cn/digests/ai-20260929-am/NightIndexzh-cn2026-09-29T08:06:13+08:00隔夜AI要闻：英伟达联手Anthropic筑起Agent安全护栏，AMD豪掷82亿押注物理AI https://chase-dream.cn/digests/ai-20260929/NightIndexzh-cn2026-09-29T19:07:26+08:00AI日报：代理竞速、资本再分配与安全红线 https://chase-dream.cn/en/digests/ai-20260929/NightIndexen2026-09-29T19:07:26+08:00Nvidia Pushes AI Chip-Loan Risk to Insurers While Anthropic's >$2T IPO Filing Warns of 'Catastrophic' AI Harm — Agent Wars Stretch CPU Lead Times to 25-30 Weeks https://chase-dream.cn/digests/cn_macro-20260929-am/NightIndexzh-cn2026-09-29T08:02:05+08:00国常会加力逆周期调节 央行多工具护航跨季 https://chase-dream.cn/en/digests/cn_macro-20260929-am/NightIndexen2026-09-29T08:02:05+08:00$30B US-China Tariff Cut Clears and PBoC Floods Quarter-End as State Council Pledges More Tools - Cook's AI Capex Warning Lifts October Hike Odds to ~70% https://chase-dream.cn/digests/cn_macro-20260929/NightIndexzh-cn2026-09-29T19:02:35+08:00央行"四箭齐发"调结构 居民购房贷款贴息启幕 https://chase-dream.cn/en/digests/cn_macro-20260929/NightIndexen2026-09-29T19:02:35+08:00PBoC Trims PSL 25bp to 1.50% and Adds 700bn Yuan in Refinance Quotas, Pairing with First Central Mortgage Subsidy for Sub-1.5M-Yuan First Homes — Targeting Frame Test Starts Oct 1 https://chase-dream.cn/digests/fed_macro-20260929-am/NightIndexzh-cn2026-09-29T08:00:43+08:00库克放话AI难抵通胀，美债收益率齐创多年新高 https://chase-dream.cn/en/digests/fed_macro-20260929-am/NightIndexen2026-09-29T08:00:43+08:00Cook Flips AI Into Inflation Argument; 10Y at 5.2361% Since 2007, 30Y 5.581%, Mortgage 7.50% — Fed Bench Piles On While Hassett Flags 'Limited Room' https://chase-dream.cn/en/digests/fed_macro-20260929/NightIndexen2026-09-29T19:01:21+08:0010Y Past 5.25% and 30Y at 5.56% on Oil and Term-Premium Reset with October Hike Odds at ~70% — UBS Calls the Print 'Substantially Overpriced' vs Citi's Sept CPI Hinge https://chase-dream.cn/digests/fed_macro-20260929/NightIndexzh-cn2026-09-29T19:01:21+08:00美债破5%搅动全球资产定价，10月加息悬念聚焦核心CPI https://chase-dream.cn/digests/global_macro-20260929-am/NightIndexzh-cn2026-09-29T08:04:14+08:00全球宏观隔夜晨报：拉加德放鸽，长端利率与油价夹击新兴市场 https://chase-dream.cn/en/digests/global_macro-20260929-am/NightIndexen2026-09-29T08:04:14+08:00Lagarde Hands the Wheel to the Long End: UK 10Y Touches 5.42%, October ECB Hike Odds Slip Below 40% — Yet Peso Breaks 18, EM Bond ETF Bleeds $610M, KOSPI Loses 7,000 https://chase-dream.cn/digests/global_macro-20260929/NightIndexzh-cn2026-09-29T19:03:43+08:00澳央行年内第四次加息，全球长债收益率再掀跨洋共振 https://chase-dream.cn/en/digests/global_macro-20260929/NightIndexen2026-09-29T19:03:43+08:00RBA to 4.60% as UK 10Y Auction Clears 5.383% — 1999 High, Bund 3.63% Since 2009, Term-Premium Reprice Crosses the Atlantic https://chase-dream.cn/digests/hormuz-20260929-am/NightIndexzh-cn2026-09-29T08:05:11+08:00霍尔木兹隔夜观察：7日计划重返谈判桌，伊朗以海峡为筹码 https://chase-dream.cn/en/digests/hormuz-20260929-am/NightIndexen2026-09-29T08:05:11+08:00Iran Refuses to Soften Hormuz Terms as Warning Shots Echo off Qeshm; Brent Holds ~$100, Transits at June Lows, ~6,000 Seafarers Trapped - Mediation Track vs Shipping Reality https://chase-dream.cn/digests/hormuz-20260929/NightIndexzh-cn2026-09-29T19:04:17+08:00霍尔木兹海峡：袭击与谈判拉锯下的油市震荡 https://chase-dream.cn/en/digests/hormuz-20260929/NightIndexen2026-09-29T19:04:17+08:00VLCC Ablaze Off Hormuz as 807% Freight Spike Meets Mediator Track; Brent Whipsaws $103.76-$108.83, Saudi Yanbu Back at 3.5mb/d - Tuesday US Reply Decides https://chase-dream.cn/en/digests/industrial_metals-20260929-am/NightIndexen2026-09-29T08:09:36+08:00DB Lifts Copper to $22,050/t on 'Historic Metals Scramble' as Visible Stockpiles Hit Unprecedented Lows — Aluminum, Tin, Lithium Test the Supply-Side Pivot https://chase-dream.cn/digests/industrial_metals-20260929-am/NightIndexzh-cn2026-09-29T08:09:36+08:00工业金属晨报：德银上调铜价目标至22050美元，铝锡供需生变 https://chase-dream.cn/digests/industrial_metals-20260929/NightIndexzh-cn2026-09-29T19:10:34+08:00伦铜去库延续 碳酸锂续创年内新低 https://chase-dream.cn/en/digests/industrial_metals-20260929/NightIndexen2026-09-29T19:10:34+08:00GFEX Lithium Main Sinks 3%+ to 117,200 yuan at Fresh 2026 Low; Spot Off 1,000 yuan, LME Copper Drains 875t — Brazil Reopens Fourth Magnesium Sunset Review https://chase-dream.cn/digests/precious_metals-20260929-am/NightIndexzh-cn2026-09-29T08:08:43+08:00金银夜盘重挫：COMEX黄金跌4%、白银跌近6%，4000美元关口面临考验 https://chase-dream.cn/en/digests/precious_metals-20260929-am/NightIndexen2026-09-29T08:08:43+08:00Oil-Led Fed Hike Bets Hammer Gold -4% to $4,148.50 and Silver -5.82% to $61.03 — Seven-Week Low Tests $4,000 as Paper Sells and Physical Holds https://chase-dream.cn/en/digests/precious_metals-20260929/NightIndexen2026-09-29T19:09:53+08:00Gold Bounces Off $4,125 Seven-Week Low Toward $4,150; Real Yields at 18-Year High, October Hike Odds 70-72.5% — Rebound vs. Real-Yield Headwind https://chase-dream.cn/digests/precious_metals-20260929/NightIndexzh-cn2026-09-29T19:09:53+08:00黄金自七周低位反弹试探4150美元，白银同步企稳61美元 https://chase-dream.cn/en/digests/research-20260929-am/NightIndexen2026-09-29T08:07:29+08:00China K-Sharpens: Electronics +110% and High-Tech +54.7% Carry Industrial Profits, While 7.5% Mortgage Splits Guotai Junan (2-4 More Hikes) vs Morgan Stanley (Overpricing) - FOMC Minutes Test https://chase-dream.cn/digests/research-20260929-am/NightIndexzh-cn2026-09-29T08:07:29+08:00隔夜研报：美债利率重塑全球配置，AI算力与A股四季度成焦点 https://chase-dream.cn/digests/research-20260929/NightIndexzh-cn2026-09-29T19:08:58+08:00全球研报动态：美债现6年首度转向信号，AI产业链再成主战场 https://chase-dream.cn/en/digests/research-20260929/NightIndexen2026-09-29T19:08:58+08:00Bianco Flips Bullish on the 5.27% 10-Year After Six Years Short, Yet Morgan Stanley Counts Two More Hikes — Is 5% the Treasury Ceiling or a Waystation to 6%?