https://chase-dream.cn/digests/ai-20261010-am/NightIndexzh-cn2026-10-10T08:07:25+08:00白宫强制AI事故通报 微软决策模型与Gemini 4隔夜亮相 https://chase-dream.cn/en/digests/ai-20261010-am/NightIndexen2026-10-10T08:07:25+08:00White House Mandates AI Incident Reports After Anthropic 'Fraudulent Use'; $70B OpenAI Run-Rate Reignites the Trade, H100 Rents Pin Two-Year Highs — Memory Backlog Now Spans Four Quarters https://chase-dream.cn/digests/ai-20261010/NightIndexzh-cn2026-10-10T19:05:32+08:00AI日报 | 算力承压、模型分岔与估值迷雾 https://chase-dream.cn/en/digests/ai-20261010/NightIndexen2026-10-10T19:05:32+08:00OpenAI-Anthropic Revenue Methodology Gap Resets Chip Tape in 24 Hours; Anthropic Safety Stumbles Stack, Mississippi Tells AWS to Cut Power — AI Capex Optics vs. Physical Bottlenecks https://chase-dream.cn/en/digests/cn_macro-20261010-am/NightIndexen2026-10-10T08:02:31+08:00Shanghai Showings Crowded in Golden Week as '8·28' Sales Reform Lands, Yet September A-Share New Accounts Drop to 1.91M (-35% YoY) on a 27.13M YTD Total (+35%); Hong Hao Frames Mortgage Subsidy as Opening Act of a Consumer-Voucher, RRR, Rate-Cut Package - China-EU Joint Statement Seals Hybrid-Car WTO Understanding https://chase-dream.cn/digests/cn_macro-20261010-am/NightIndexzh-cn2026-10-10T08:02:31+08:00新质生产力顶层设计落地 中欧磋商与楼市回暖共振 https://chase-dream.cn/digests/cn_macro-20261010/NightIndexzh-cn2026-10-10T19:02:17+08:00退税新政百日见效 基建工程与产业政策齐发力 https://chase-dream.cn/en/digests/cn_macro-20261010/NightIndexen2026-10-10T19:02:17+08:00China-EU Hybrid-Car Deal Heads Off Tariffs While Seoul Extends Steel AD Three Months and US Opens 337 Chip-Parts Probe — Beijing Banned Hidden Door Handles, Lifts R&D Super-Deduction Past 120% https://chase-dream.cn/digests/fed_macro-20261010-am/NightIndexzh-cn2026-10-10T08:00:47+08:00美债长端狂飙与白宫再闯美联储：隔夜三大主线 https://chase-dream.cn/en/digests/fed_macro-20261010-am/NightIndexen2026-10-10T08:00:47+08:0030Y at 5.68% 24-Year High as ~$38B-Equivalent Treasury Futures Forced-Selling Unfolds; Citi Sees Bessent Cutting 20Y/30Y by $3B Each at Nov 4 Refunding - Cook Inquiry Adds Policy Risk https://chase-dream.cn/en/digests/fed_macro-20261010/NightIndexen2026-10-10T19:00:50+08:0010-Year Nears 5.4% as S&P 500 Records on 30% Breadth, Junk Yields ~15%, Bessent Flags $41T Debt, Trump Opens Cook Probe — Narrow Tape vs Long-End Supply https://chase-dream.cn/digests/fed_macro-20261010/NightIndexzh-cn2026-10-10T19:00:50+08:00美债逼近5.4%与白宫调查Fed理事：今日两条主线 https://chase-dream.cn/en/digests/global_macro-20261010-am/NightIndexen2026-10-10T08:05:15+08:00Krugman Flags 'Unsustainable' French Path as OAT-Bund Spread Hits ~150bps; Fitch Calls €43B Budget a 'Big Deal' - ECB Sits Out, Record Euro FX Cut https://chase-dream.cn/digests/global_macro-20261010-am/NightIndexzh-cn2026-10-10T08:05:15+08:00法国债务风暴冲击欧元区，加拿大就业爆冷下修加息预期 https://chase-dream.cn/en/digests/global_macro-20261010/NightIndexen2026-10-10T19:03:21+08:00French Fiscal Fissure Caps ECB at December as EUR Drifts to 1.10 — Bundesbank 'Clear Warning,' EU Budget Cut 8% to €1.6T https://chase-dream.cn/digests/global_macro-20261010/NightIndexzh-cn2026-10-10T19:03:21+08:00法国财政风险改写欧央行路径 日印各有政策考题 https://chase-dream.cn/digests/hormuz-20261010-am/NightIndexzh-cn2026-10-10T08:06:04+08:00霍尔木兹危机升级：LPG运输船遭袭，伊朗威胁扩大打击范围 https://chase-dream.cn/en/digests/hormuz-20261010-am/NightIndexen2026-10-10T08:06:04+08:00IRGC Strikes LPG Tanker in Hormuz and Threatens Region-Wide Targeting; US Diesel Jumps 70% to $6.28, Freight Rates Run ~100x Year-Ago as Shipping Risk Splits Crude From Products — Political De-escalation vs. On-Water Escalation https://chase-dream.cn/en/digests/hormuz-20261010/NightIndexen2026-10-10T19:04:25+08:00VLCC at $1.4M/Day, Brent Above $105 as Iran Expands Tanker Strikes Past Hormuz — Trump's 'We Control It' vs Kpler's 'Open but Extreme-Risk' at ~10 Ships/Day https://chase-dream.cn/digests/hormuz-20261010/NightIndexzh-cn2026-10-10T19:04:25+08:00霍尔木兹"通而不畅"：本周油轮遇袭创战时新高 VLCC日租飙至140万美元 https://chase-dream.cn/digests/industrial_metals-20261010-am/NightIndexzh-cn2026-10-10T08:10:19+08:00工业金属隔夜快报：智利铜矿罢工升级推升铜价，锡市场境内外分化 https://chase-dream.cn/en/digests/industrial_metals-20261010-am/NightIndexen2026-10-10T08:10:19+08:00Centinela Hunger Strike Pushes Copper to $6.70 US Dark Pool and 4-Year High Yangshan Premium as LME Closes +1.6% to $14,540/t; Chile 5.2% Output at Risk - Supply Squeeze vs Tin Macro Drag https://chase-dream.cn/digests/industrial_metals-20261010/NightIndexzh-cn2026-10-10T19:09:28+08:00金属全线收涨 铜镍供给侧再起波澜 https://chase-dream.cn/en/digests/industrial_metals-20261010/NightIndexen2026-10-10T19:09:28+08:00LME Copper Gains 1.61% to $14,540/t on Centinela Union Risk and 4-Year-High Yangshan Premium $135/t, While Comex Swells to Record 711,609t - Tariff-Driven Transpacific Split https://chase-dream.cn/en/digests/precious_metals-20261010-am/NightIndexen2026-10-10T08:09:22+08:00Spot Gold Reclaims $4,200 and Silver Tops $61 as Dollar, Yields and Oil All Cool; CFTC Lengths Trim 9,599, Banks Track $5B Trading Year https://chase-dream.cn/digests/precious_metals-20261010-am/NightIndexzh-cn2026-10-10T08:09:22+08:00金银隔夜强势反弹：纽约金收涨1.5%重夺4200美元，沪金站上900元 https://chase-dream.cn/en/digests/precious_metals-20261010/NightIndexen2026-10-10T19:08:32+08:00Silver Halves to Sub-$60 While Gold Holds $4,120 - LBMA Sorrento Pins Year-Ahead at $5,013 as Real Rates Reclaim the Tape https://chase-dream.cn/digests/precious_metals-20261010/NightIndexzh-cn2026-10-10T19:08:32+08:00白银"腰斩"与黄金长牛共识 机构看涨金价至5000美元 https://chase-dream.cn/digests/research-20261010-am/NightIndexzh-cn2026-10-10T08:08:35+08:00隔夜研报：加息尾声与选举悬念共振，AI投研框架集中亮相 https://chase-dream.cn/en/digests/research-20261010-am/NightIndexen2026-10-10T08:08:35+08:00Last Hike Was the Only Hike, Natixis and Citi Tee Up September CPI: Bond Selloff Marker, 64% Sweep Odds, $166.4B Cash Hoard Refuse to Cooperate https://chase-dream.cn/digests/research-20261010/NightIndexzh-cn2026-10-10T19:07:52+08:00研报动态日报：海外宏观悬念升温，个股评级密集更新 https://chase-dream.cn/en/digests/research-20261010/NightIndexen2026-10-10T19:07:52+08:00AI Three's 95% Q2 Earnings Push Korea+Taiwan Past 50% of MSCI EM with Tech Weight at 40%+, While BofA Flags $166.4B Cash Rush at 6.5-Year High — US Mid-Terms Cap the October Bid 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