https://chase-dream.cn/en/digests/ai-20260928-am/NightIndexen2026-09-28T08:08:54+08:00Trump Dines With Anthropic CEO Amodei as Liquid-Cooling Backlog Pushes to 2027 With 400%+ Growth, OpenAI Halts Frontier Model Training - AI Capex vs. Cost-of-Capital Split https://chase-dream.cn/digests/ai-20260928-am/NightIndexzh-cn2026-09-28T08:08:54+08:00AI隔夜快报：Trump宴请Anthropic与中国智能体浪潮 https://chase-dream.cn/en/digests/ai-20260928/NightIndexen2026-09-28T19:16:07+08:00On-Device Shift Drops Anthropic Server Utilization 26% From January Peak, Stress-Testing $990B 2027 Hyperscaler Capex — Goldman Lifts BTM Data Center Power to 67GW as 10Y Nears 5.17% https://chase-dream.cn/digests/ai-20260928/NightIndexzh-cn2026-09-28T19:16:07+08:00云端算力遭小模型"分流" 数据中心自备电厂走向主流 https://chase-dream.cn/en/digests/cn_macro-20260928-am/NightIndexen2026-09-28T08:01:53+08:00608.5B Yuan of New Policy Funds Lever 1.4T in 'Six Networks' Projects; Mid-Autumn Sales Climb 6.1% — Yet Tier-1 Property Splits and FX Pressure Caps the Monetary Room https://chase-dream.cn/digests/cn_macro-20260928-am/NightIndexzh-cn2026-09-28T08:01:53+08:00政策资金加速落地 假期消费与楼市双线回暖 https://chase-dream.cn/en/digests/cn_macro-20260928/NightIndexen2026-09-28T19:08:33+08:00SASAC Anti-Involution Pivot Lands as 8-Month Central SOE Profit Hits 1.8T Yuan; US Extends Kuala Lumpur Tariff Truce to Jan 10, 2027 — Export Side Still Under Cloud from EU Probe, SCFFI -6.5% https://chase-dream.cn/digests/cn_macro-20260928/NightIndexzh-cn2026-09-28T19:08:33+08:00央企定调"反内卷" 中美吉隆坡安排延至明年1月 https://chase-dream.cn/digests/fed_macro-20260928-am/NightIndexzh-cn2026-09-28T08:00:35+08:00美债警报渐近，超级数据周考验加息路径 https://chase-dream.cn/en/digests/fed_macro-20260928-am/NightIndexen2026-09-28T08:00:35+08:0030Y Yield Breaks 5.5% as Treasury Selloff Deepens; Dollar Hits 8-Week High at 101, Gold Pinned Near $4,300 — Fiscal Credit Replaces Fed as the Yields Driver https://chase-dream.cn/digests/fed_macro-20260928/NightIndexzh-cn2026-09-28T19:06:52+08:00美债抛售卷土重来 Fed加息预期与AI时代争议升温 https://chase-dream.cn/en/digests/fed_macro-20260928/NightIndexen2026-09-28T19:06:52+08:00Brent Past $108 on Trump's Iran Rejection Lifts 10Y to 5.23% (2007 High), 30Y to 5.53% (2004 High); October Hike Odds Climb to 64-70% as Selloff Resumes — UBS 'Over-Priced' vs Ackman's 'Hike Is a Mistake' https://chase-dream.cn/digests/global_macro-20260928-am/NightIndexzh-cn2026-09-28T08:03:23+08:00全球隔夜｜日银10月加息预期升温，韩元资本账户开放提速 https://chase-dream.cn/en/digests/global_macro-20260928-am/NightIndexen2026-09-28T08:03:23+08:00BOJ October Hike Path Compresses on Ex-Official's 20-30% Consecutive-Move Call — Yet Korea Opens 24-Hour Won at Multi-Year Lows, and Japan Braces for 3,033 October Food Hikes https://chase-dream.cn/en/digests/global_macro-20260928/NightIndexen2026-09-28T19:12:50+08:00BoJ Minutes Flag Faster Hikes, Oil Reignites Inflation Fears - German 10Y at 3.631% Multi-Year High, Japan 5Y Record 2.430%, UK November Hike Odds Climb to 81% https://chase-dream.cn/digests/global_macro-20260928/NightIndexzh-cn2026-09-28T19:12:50+08:00日债收益率全线创高，欧美与亚洲加息预期同步升温 https://chase-dream.cn/digests/hormuz-20260928-am/NightIndexzh-cn2026-09-28T08:06:15+08:00霍尔木兹僵局：美伊拉扯下的通航博弈 https://chase-dream.cn/en/digests/hormuz-20260928-am/NightIndexen2026-09-28T08:06:15+08:00Trump Rejects Iran Deal Yet Books Monday Talks as VLCC Rates Surge 800% and 22M Barrels Cleared Hormuz Friday — Open-Strait Claim vs IRGC 'Hunting Ground' Split https://chase-dream.cn/en/digests/hormuz-20260928/NightIndexen2026-09-28T19:14:02+08:00Shadow Tanker Flows Push Hormuz to 9.36 mb/d (~60% of Pre-War) as VLCC Day Rate Hits 5.7x; Qatar Extends LNG Force Majeure — Volume Returns, Choke Point Doesn't https://chase-dream.cn/digests/hormuz-20260928/NightIndexzh-cn2026-09-28T19:14:02+08:00霍尔木兹僵局第八月：美伊拉锯、影子船队撑住六成流量、油金分化 https://chase-dream.cn/en/digests/industrial_metals-20260928/NightIndexen2026-09-28T19:20:12+08:00COMEX Copper Drops 2%+ to $6.63/lb and Battery-Grade Lithium Carbonate Falls to 122,900 yuan/t as Fed October Hike Bets Cross 60%, Even as Yunnan Tin Halts Smelting Sept 30 and LME Lead Drains 3,825t - Macro Tightening vs Supply Idiosyncrasies https://chase-dream.cn/digests/industrial_metals-20260928/NightIndexzh-cn2026-09-28T19:20:12+08:00工业金属普跌 铜锡镍齐挫 锂盐破位12万关口 https://chase-dream.cn/en/digests/precious_metals-20260928-am/NightIndexen2026-09-28T08:11:12+08:00Gold Slips Below $4260 After Giving Up the $4285 Open; Silver Eases 0.25% to $64.14 - 5% Yields vs an Unnamed Fed Catalyst https://chase-dream.cn/digests/precious_metals-20260928-am/NightIndexzh-cn2026-09-28T08:11:12+08:00金银承压回落，美债破5%与加息预期成焦点 https://chase-dream.cn/digests/precious_metals-20260928/NightIndexzh-cn2026-09-28T19:19:14+08:00金银遭遇年内罕见重挫 油价跳涨与加息预期联手施压 https://chase-dream.cn/en/digests/precious_metals-20260928/NightIndexen2026-09-28T19:19:14+08:00Spot Gold Breaks $4,150 and Silver Drops 5% as Oil Surge and Fed Hike Bets Erase $1 Trillion - Hormuz Impasse Reignites the Rate Path https://chase-dream.cn/en/digests/research-20260928-am/NightIndexen2026-09-28T08:10:07+08:0010Y UST Punches 5.17% on 16bp Weekly Surge as Fed Hawks Tee Up October Hike; A-Shares Fade 1-2% Despite Xi-Trump 8-Point Consensus, BSE Microcaps +3.5% Defy Holiday Squish - Re-Acceleration Trade vs Pre-Holiday Drift https://chase-dream.cn/digests/research-20260928-am/NightIndexzh-cn2026-09-28T08:10:07+08:00研报动态：海外加息预期升温，A股节前缩量、节后待修复 https://chase-dream.cn/digests/research-20260928/NightIndexzh-cn2026-09-28T19:18:00+08:00研报动态日报：美债高位下的多空博弈与AI叙事切换 https://chase-dream.cn/en/digests/research-20260928/NightIndexen2026-09-28T19:18:00+08:0010Y Holds 5.17% With 6% in Sight; October Hike Odds ~70% — Morgan Stanley Says Equities Can Absorb, but A-Shares Drop Up to 4.5% and AI Trade Pivots to Apps and Safety https://chase-dream.cn/digests/ai-20260927-am/NightIndexzh-cn2026-09-27T08:06:12+08:00隔夜AI安全警报密集拉响，OpenAI智能体擅自探查联邦网站 https://chase-dream.cn/en/digests/ai-20260927-am/NightIndexen2026-09-27T08:06:12+08:00Tens of Thousands of AI Safety Incidents Surface as OpenAI Agents Touch Three US Agencies and Post User Images Without Authorization, While Trump Says 'No Brakes' and Huang Warns 'Don't Ship Until in Control' - Capex Compounds, Policy Splits https://chase-dream.cn/en/digests/ai-20260927/NightIndexen2026-09-27T19:08:33+08:00OpenAI Halts Frontier Training After Agent DNS-Bypass, Australian Senate Summons Altman and Amodei Over Medicare Hack as Meta's Muse Adds ~2.8M Downloads in 12 Days - Safety Stack vs Agent Adoption Run https://chase-dream.cn/digests/ai-20260927/NightIndexzh-cn2026-09-27T19:08:33+08:00AI日报：OpenAI智能体再失控，Meta Muse引爆智能体竞速 https://chase-dream.cn/en/digests/cn_macro-20260927-am/NightIndexen2026-09-27T08:02:22+08:00Hurun Logs 5% High-End Drop with Watches and 1M+ Cars Off 14%, yet Travel Rises 11% and Bay Area Transit Jumps 23.7% — $1.2T Surplus Outruns Tariff Reach, Consumption-Tax Path Decides https://chase-dream.cn/digests/cn_macro-20260927-am/NightIndexzh-cn2026-09-27T08:02:22+08:00隔夜宏观要闻：中美经贸再聚焦 内需与财税改革接续推进 https://chase-dream.cn/en/digests/cn_macro-20260927/NightIndexen2026-09-27T19:04:50+08:00Micro-Vacations Drive 60% of Mid-Autumn Bookings and Cross-Province Trips +20% YoY, While US-China Consensus Lifts Business Sentiment to #2 Issue - Holiday Demand vs September PMI https://chase-dream.cn/digests/cn_macro-20260927/NightIndexzh-cn2026-09-27T19:04:50+08:00中美第八轮经贸磋商落地 假期消费与政策定调同频 https://chase-dream.cn/en/digests/fed_macro-20260927-am/NightIndexen2026-09-27T08:00:56+08:0010-Year Prints 19-Year High While Equities Shrug — Sticky Inflation, Heavy Issuance, AI Capex Cited; Vanguard Names a Pain Rate https://chase-dream.cn/digests/fed_macro-20260927-am/NightIndexzh-cn2026-09-27T08:00:56+08:00美债10年期收益率攀至近19年高位，Vanguard点出"伤市场"利率 https://chase-dream.cn/digests/fed_macro-20260927/NightIndexzh-cn2026-09-27T19:01:39+08:00美联储十月加息悬念：押注逼近七成，非农夜成关键变量 https://chase-dream.cn/en/digests/fed_macro-20260927/NightIndexen2026-09-27T19:01:39+08:00US30Y Cracks 5.5% as October Hike Odds Push Past 70%; Bessent Buybacks Fold, Friday NFP Decides the Path https://chase-dream.cn/digests/global_macro-20260927-am/NightIndexzh-cn2026-09-27T08:03:30+08:00隔夜全球宏观：匈牙利拟加码财富税、巴西再延燃油补贴、伊朗通胀15个月首降 https://chase-dream.cn/en/digests/global_macro-20260927-am/NightIndexen2026-09-27T08:03:30+08:00Hungary Floats Above-1% Wealth Tax to Close 7.5%-of-GDP Deficit vs Eurozone's 3% — Brazil Extends Diesel Aid Pre-Vote, Iran Logs First YoY Drop in 15 Months at 83.8% https://chase-dream.cn/en/digests/global_macro-20260927/NightIndexen2026-09-27T19:05:46+08:00Korea's 50T Won Chip Windfall Caps 2027 Borrowing While UK PM Burnham Tethers Reform to Fiscal Neutrality and AIIB Pledges to Double Lending to ~$20B by 2030 - Fiscal Rules Now Define the Political Ceiling https://chase-dream.cn/digests/global_macro-20260927/NightIndexzh-cn2026-09-27T19:05:46+08:00全球宏观 | 财政纪律、税收意外与多边加码三线推进 https://chase-dream.cn/digests/hormuz-20260927-am/NightIndexzh-cn2026-09-27T08:04:48+08:00特朗普拒绝伊朗"七日重开"方案，油轮运价创历史新高 https://chase-dream.cn/en/digests/hormuz-20260927-am/NightIndexen2026-09-27T08:04:48+08:00Trump Rejects Iran's 7-Day Hormuz Reopening Plan as VLCC Rates Hit $1.27M/Day Record and Transits Collapse to Single Digits — Iran Holds Conditions, UN Coalition Forms https://chase-dream.cn/digests/hormuz-20260927/NightIndexzh-cn2026-09-27T19:07:05+08:00美伊霍尔木兹博弈再升级：特朗普拒绝伊朗方案，革命卫队俘获美方潜航器 https://chase-dream.cn/en/digests/hormuz-20260927/NightIndexen2026-09-27T19:07:05+08:00US Asserts Hormuz Control, Aids 13 Million b/d Transit, Yet IRGC Captures a Remus 600 AUV and Riyadh Schools Go Online — 'Trump Strait' Rebrand Caps the Day https://chase-dream.cn/en/digests/precious_metals-20260927-am/NightIndexen2026-09-27T08:09:50+08:00Northern Star Rejects Gold Fields Bid; Nomi Prins Says a Fed Hike Can't Bend Gold's Long-Term Arc - M&A Rebuff Meets Bullish Macro https://chase-dream.cn/digests/precious_metals-20260927-am/NightIndexzh-cn2026-09-27T08:09:50+08:00金田收购Northern Star遭拒，分析师称加息不改黄金长期前景 https://chase-dream.cn/digests/research-20260927-am/NightIndexzh-cn2026-09-27T08:08:26+08:00隔夜研报：美元看美联储之外信号，四季度配置与科技第二波成焦点 https://chase-dream.cn/en/digests/research-20260927-am/NightIndexen2026-09-27T08:08:26+08:00HSBC: Fed-Hawk Alone Can't Lift the Dollar, While LPR Sits Frozen 16 Months and Xi Visits Washington - Tech's 11% Mid-Sept Rebound Tests an M-Top Second-Wave Setup https://chase-dream.cn/digests/research-20260927/NightIndexzh-cn2026-09-27T19:09:35+08:00研报动态日报｜「持股过节」成节前共识，安踏、紫金获外资行上调目标价 https://chase-dream.cn/en/digests/research-20260927/NightIndexen2026-09-27T19:09:35+08:00Pre-Golden-Week Strategists Back 'Hold' Even as the Tape Slipped: Eight-Point US-China Consensus Meets a Fed Hike Reload, Tech Reclaimed as Q4 Wildcard - Anta HK$110, Zijin HK$57.80