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? https://chase-dream.cn/digests/ai-20260913-am/NightIndexzh-cn2026-09-13T08:07:36+08:00AI隔夜｜三巨头罕见同频：放慢模型发展成共识；OpenAI IPO推迟至2027 https://chase-dream.cn/en/digests/ai-20260913-am/NightIndexen2026-09-13T08:07:36+08:00Musk, Altman Back Amodei's Slowdown as OpenAI Pulls 2026 IPO to 2027 and Zhipu Adds $5B - Yet Agents Already Breached Hugging Face https://chase-dream.cn/digests/ai-20260913/NightIndexzh-cn2026-09-13T19:05:26+08:00智谱50亿美元融资落地，AI安全论调冲击芯片股 https://chase-dream.cn/en/digests/ai-20260913/NightIndexen2026-09-13T19:05:26+08:00$5B Zhipu Zero-Coupon CB and 20% Oracle GPU Repricing Flood AI Capex — Anthropic-Altman-Musk Slowdown Chorus Caps Chip Stocks Down 14% from June https://chase-dream.cn/en/digests/cn_macro-20260913-am/NightIndexen2026-09-13T08:02:51+08:0026 Trillion Yuan 'Six Networks' Re-anchors the 15th Plan Around Compute and Grids, While QDII Quotas Drain and Sept-15 Exit Rules Draw a Pre-Emptive Rebuttal - Domestic Tap Wide, Outbound Channel Narrow https://chase-dream.cn/digests/cn_macro-20260913-am/NightIndexzh-cn2026-09-13T08:02:51+08:00六张网加码26万亿 跨周关注五大宏观信号 https://chase-dream.cn/digests/cn_macro-20260913/NightIndexzh-cn2026-09-13T19:02:05+08:00金砖峰会收官与超级央行周前的中国宏观图景 https://chase-dream.cn/en/digests/cn_macro-20260913/NightIndexen2026-09-13T19:02:05+08:00Fed Coin Flip Meets China's August Print as AI-Led Exports Risk a Q4 Stall, EU Weighs PET Safeguards - Hormuz Talks Open https://chase-dream.cn/en/digests/fed_macro-20260913-am/NightIndexen2026-09-13T08:00:32+08:00Hike Odds Climb to 83-90% as Energy-Driven Inflation Hardens the Fed Path — Warsh Faces Inflation-Weary Markets and Agati Flags Policy-Error Risk https://chase-dream.cn/digests/fed_macro-20260913-am/NightIndexzh-cn2026-09-13T08:00:32+08:00美联储隔夜观察：加息预期飙至九成，能源通胀成关键变量 https://chase-dream.cn/en/digests/fed_macro-20260913/NightIndexen2026-09-13T19:01:08+08:00G7 Hawks Sync Around Warsh's Hike-or-Credibility Moment: Core CPI +0.3% m/m, Oil Back Above $100, BoJ to 1.25% — FOMC Vote Split Is the Last Unknown https://chase-dream.cn/digests/fed_macro-20260913/NightIndexzh-cn2026-09-13T19:01:08+08:00美联储加息倒计时：G7"超级周"与"沃什可信度"双重悬念 https://chase-dream.cn/en/digests/global_macro-20260913-am/NightIndexen2026-09-13T08:04:09+08:00BRICS Steps Up De-Dollarization Push as Ukraine's War Bill Tops $10B in Damages, $40B in Export Risk; Lagarde Sets 2027 ECB Exit https://chase-dream.cn/digests/global_macro-20260913-am/NightIndexzh-cn2026-09-13T08:04:09+08:00金砖新德里峰会力推本币支付 拉加德预警通胀冲击更持久 https://chase-dream.cn/digests/global_macro-20260913/NightIndexzh-cn2026-09-13T19:03:19+08:00全球宏观日报：G7加息潮蔓延 英脱欧争议再起 加拿大拟"入欧" https://chase-dream.cn/en/digests/global_macro-20260913/NightIndexen2026-09-13T19:03:19+08:00Carney Pitches Canada as EU 'Associate Member' to Cut US Dependence; BoE/BoJ Hike Bets Build, Osborne Calls Brexit 'a Mess' — Pivot to Europe vs Synchronized Tightening https://chase-dream.cn/en/digests/hormuz-20260913-am/NightIndexen2026-09-13T08:05:15+08:00100 Vessels Redirected in 60 Days as Iran-Oman MoU Stops Short of Reopening Hormuz — $100 Brent, the Houthi Perim Landing, and Monday's Oman Meeting Decide the Path https://chase-dream.cn/digests/hormuz-20260913-am/NightIndexzh-cn2026-09-13T08:05:15+08:00伊阿谅解待签 油价破百倒逼 https://chase-dream.cn/en/digests/hormuz-20260913/NightIndexen2026-09-13T19:04:15+08:00Tanker Strike Kills One Off Hormuz as Iran Says Strait Won't Reopen Despite Oman Deal; Houthis Take Bab el-Mandeb, Saudi Pipeline Closed — ~4-5% of Global Supply at Risk https://chase-dream.cn/digests/hormuz-20260913/NightIndexzh-cn2026-09-13T19:04:15+08:00霍尔木兹再遭袭 两大油喉同步告急 https://chase-dream.cn/digests/research-20260913-am/NightIndexzh-cn2026-09-13T08:08:45+08:00隔夜研报｜高盛：盈利才是牛市关键；美联储9月加息倒计时 https://chase-dream.cn/en/digests/research-20260913-am/NightIndexen2026-09-13T08:08:45+08:00Goldman: Earnings, Not Yields, Anchor the Bull as 30Y Hits 5.3% Near 20-Year High; WTI Past $100 on Hormuz; Fed September Hike Odds Top 80% https://chase-dream.cn/digests/research-20260913/NightIndexzh-cn2026-09-13T19:06:33+08:00研报聚焦：加息靴子待落，油价与美债逼近临界点 https://chase-dream.cn/en/digests/research-20260913/NightIndexen2026-09-13T19:06:33+08:00September Hike Odds Top ~90% as US 10Y Nears 5% and Brent Tests $100, FOMC 'Boot Landing' Becomes A-Share Catalyst - Geopolitical Tail Priced Second