https://chase-dream.cn/en/digests/ai-20261029-am/NightIndexen2026-10-29T08:10:14+08:00Anthropic-Linked $5B-$7B Data-Center Bond Sale Delayed as Alphabet Holds $195B-$205B Capex - Credit Markets Test the AI Payoff https://chase-dream.cn/digests/ai-20261029-am/NightIndexzh-cn2026-10-29T08:10:14+08:00科技巨头投入扩张，回报审视与融资约束交织 https://chase-dream.cn/digests/ai-20261029/NightIndexzh-cn2026-10-29T19:11:08+08:00人工智能（Artificial Intelligence，AI）日报：业绩、全球扩容与机器人进展 https://chase-dream.cn/en/digests/ai-20261029/NightIndexen2026-10-29T19:11:08+08:00Memory Tightens Into 2028 as AI Earnings Surge: 161.98% Profit Growth, a $1.3B 2026 Data-Center Target and Unanswered IPO Questions https://chase-dream.cn/digests/cn_macro-20261029-am/NightIndexzh-cn2026-10-29T08:02:54+08:00政策加码与能源市场扩容构成隔夜主线 https://chase-dream.cn/en/digests/cn_macro-20261029-am/NightIndexen2026-10-29T08:02:54+08:00RMB800bn Policy Instruments Fully Deployed as Trade-In Sales Top RMB2tn and Green-Power Sourcing Spans 18 Regions — but Downstream Earnings Stay Uneven https://chase-dream.cn/digests/cn_macro-20261029/NightIndexzh-cn2026-10-29T19:04:10+08:00政策定调、融资降本与业绩分化：中国宏观日间观察 https://chase-dream.cn/en/digests/cn_macro-20261029/NightIndexen2026-10-29T19:04:10+08:00Split Earnings Meet Policy Continuity: Yunnan Baiyao Q3 Profit Falls 2.01% While Lanqi Technology Nine-Month Profit Jumps 98.32% - Power Rebound Meets an Undetailed Lagarde Exit https://chase-dream.cn/digests/fed_macro-20261029-am/NightIndexzh-cn2026-10-29T08:01:21+08:00美联储按兵不动，短端利率回落与美元走弱形成开盘线索 https://chase-dream.cn/en/digests/fed_macro-20261029-am/NightIndexen2026-10-29T08:01:21+08:00Fed Holds 3.75%-4.00% as the 30-Year Yield Jumps 6.47 bp to 5.37% — Curve Twist Leaves the December Path Contested https://chase-dream.cn/digests/fed_macro-20261029/NightIndexzh-cn2026-10-29T19:01:40+08:00美联储按兵不动，十二月加息悬念转向数据 https://chase-dream.cn/en/digests/fed_macro-20261029/NightIndexen2026-10-29T19:01:40+08:00Fed Holds at 3.75%-4.00%; Cook and Hammack Dissent as December Hike Odds Near 80% — AI Capex Adds a Cross-Current https://chase-dream.cn/digests/global_macro-20261029-am/NightIndexzh-cn2026-10-29T08:05:54+08:00加拿大加息落地，英国预算空间收窄，全球能源通胀风险抬升 https://chase-dream.cn/en/digests/global_macro-20261029-am/NightIndexen2026-10-29T08:05:54+08:00Canada’s Easing Space Narrows with 2027 CPI Forecast at 3.1% While UK Headroom Slips to £15bn - A 32% Global Energy Surge Links Inflation and Fiscal Pressure https://chase-dream.cn/digests/global_macro-20261029/NightIndexzh-cn2026-10-29T19:06:20+08:00欧洲央行（European Central Bank，ECB）人事、欧元区景气与多国政策信号：收盘复盘 https://chase-dream.cn/en/digests/global_macro-20261029/NightIndexen2026-10-29T19:06:20+08:00Euro-Area Services Softness Meets Lagarde’s Planned Early Exit as UK Credit Splits — Sentiment 96.9, Mortgage Approvals 53,443, 10-Year Gilt Yield 5.29% https://chase-dream.cn/digests/hormuz-20261029-am/NightIndexzh-cn2026-10-29T08:07:54+08:00美方再袭风险升温，霍尔木兹海峡（Strait of Hormuz）双通道出口与高运价并存 https://chase-dream.cn/en/digests/hormuz-20261029-am/NightIndexen2026-10-29T08:07:54+08:00Saudi Dual Routes Compress Gulf Premium to $6/bbl as WTI Tops $102/bbl — U.S. Strike Risk Meets Mine-Free Hormuz and Yemen Escalation https://chase-dream.cn/digests/hormuz-20261029/NightIndexzh-cn2026-10-29T19:08:59+08:00霍尔木兹海峡（Strait of Hormuz）：通航僵局、袭船争议与油价拉扯 https://chase-dream.cn/en/digests/hormuz-20261029/NightIndexen2026-10-29T19:08:59+08:00Qatar’s Seven-Day Draft Meets “Unacceptable” as Hormuz Opening Hangs on Iran’s Conditions and Three-Tanker Mine Claims Clash With “Clear” Lanes — WTI Near $101.20 https://chase-dream.cn/en/digests/industrial_metals-20261029-am/NightIndexen2026-10-29T08:15:24+08:00Copper Firms at $14,478/t While SHFE Lead Drops 1.26%: Mine Risk Meets a 25% Record-Price Call https://chase-dream.cn/digests/industrial_metals-20261029-am/NightIndexzh-cn2026-10-29T08:15:24+08:00工业金属隔夜观察：铜锌偏强，铝锡承压 https://chase-dream.cn/digests/industrial_metals-20261029/NightIndexzh-cn2026-10-29T19:20:40+08:00工业金属收盘复盘：铜锡承压，碳酸锂（Lithium Carbonate）急跌 https://chase-dream.cn/en/digests/industrial_metals-20261029/NightIndexen2026-10-29T19:20:40+08:00Lithium's 8.4% Break Below CNY90,000/t Extends a Nearly 60% Slide Since May - Salt Lake Profit Jumps 31.36% Y/Y, Copper Falls 1.05% https://chase-dream.cn/digests/precious_metals-20261029-am/NightIndexzh-cn2026-10-29T08:13:23+08:00黄金站上4080美元，白银夜盘跌1.53% https://chase-dream.cn/en/digests/precious_metals-20261029-am/NightIndexen2026-10-29T08:13:23+08:00Gold Breaks Above $4,080 as the Fed Holds, While Shanghai Silver Falls 1.53% - Oil Above $100 Keeps Rate Tension Live https://chase-dream.cn/en/digests/precious_metals-20261029/NightIndexen2026-10-29T19:15:40+08:00Gold Falls Through $4,020 as Shanghai Silver Drops 3.16% — Fed Holds, but a Liquidity-Stress Thesis Challenges the Haven Trade https://chase-dream.cn/digests/precious_metals-20261029/NightIndexzh-cn2026-10-29T19:15:40+08:00金银盘中双双转弱：黄金（Gold）失守4020美元，白银（Silver）跌2% https://chase-dream.cn/digests/research-20261029-am/NightIndexzh-cn2026-10-29T08:12:03+08:00隔夜主线：美联储观望、A股去杠杆与科技交易重估 https://chase-dream.cn/en/digests/research-20261029-am/NightIndexen2026-10-29T08:12:03+08:00CNY620bn Margin Exit Meets a 3.4% ChiNext Rebound: CNY1.53tn Q3 Fund Loss, a 0.80 Healthcare Bubble-Risk Score and December-Hike Risk https://chase-dream.cn/digests/research-20261029/NightIndexzh-cn2026-10-29T19:13:55+08:00科技股目标价分化，人工智能交易转向与政策悬念待解 https://chase-dream.cn/en/digests/research-20261029/NightIndexen2026-10-29T19:13:55+08:00Target Revisions Split: Microsoft $630-$650, Alphabet $345-$460, and a 10-2 Fed Hold Tests the AI Rebound https://chase-dream.cn/en/digests/ai-20261028-am/NightIndexen2026-10-28T08:20:46+08:00SK Hynix Locks >50% of 2027-28 Capacity — Anthropic’s $161.2bn Compute Lease and CoreWeave’s Distressed-Bond Drop Put AI Financing in Focus https://chase-dream.cn/digests/ai-20261028-am/NightIndexzh-cn2026-10-28T08:20:46+08:00存储经营数据抬升，模型应用催化，产业链或延续结构分化 https://chase-dream.cn/digests/ai-20261028/NightIndexzh-cn2026-10-28T19:20:16+08:00业绩兑现与资本回报检验：算力链分化与悬念 https://chase-dream.cn/en/digests/ai-20261028/NightIndexen2026-10-28T19:20:16+08:00AI Demand Converts Into Revenue: Vertiv Posts $4.313 Billion and Moore Threads Revenue Jumps 1,773.92% — Cash Flow, Memory Inflation and Capex Durability Now Divide the Trade https://chase-dream.cn/digests/cn_macro-20261028-am/NightIndexzh-cn2026-10-28T08:09:15+08:00增长数据偏强，内需与股债信号分化 https://chase-dream.cn/en/digests/cn_macro-20261028-am/NightIndexen2026-10-28T08:09:15+08:002.046% Long-Bond Yield, 15.5% Industrial-Profit Growth: Export-Led Strength Meets a 20.6% Drop in Property Sales https://chase-dream.cn/en/digests/cn_macro-20261028/NightIndexen2026-10-28T19:07:46+08:00China Tech Earnings Surge, Green and Enterprise Loans Grow 8.0%-13.0%, and the 30-Year Government Bond Jumps to 2.059% - Dispersion Meets a Late Rates Sell-Off https://chase-dream.cn/digests/cn_macro-20261028/NightIndexzh-cn2026-10-28T19:07:46+08:00工业利润高增，绿色贷款与科技企业信贷扩张，长端国债（Long-End Government Bonds）收益率上行 https://chase-dream.cn/digests/fed_macro-20261028-am/NightIndexzh-cn2026-10-28T08:05:50+08:00利率决议前夜：维持利率不变已成主流预期，声明措辞与收益率成主线 https://chase-dream.cn/en/digests/fed_macro-20261028-am/NightIndexen2026-10-28T08:05:50+08:00Fed Pause Priced, 5-Year Auction at 4.845% and 30-Year Yield at 5.304%: Warsh’s Communication Push Meets $40.5T Treasury Debt https://chase-dream.cn/digests/fed_macro-20261028/NightIndexzh-cn2026-10-28T19:03:41+08:00美联储按兵不动成基准情景，政策声明与主席发布会成交易焦点 https://chase-dream.cn/en/digests/fed_macro-20261028/NightIndexen2026-10-28T19:03:41+08:00Fed Pause Expected at 3.75%-4.00% With Core CPI at 2.6% y/y — 7%-10% Hike Odds Put Warsh's Credibility Test and Any Dissent at the Center of December Pricing https://chase-dream.cn/en/digests/global_macro-20261028-am/NightIndexen2026-10-28T08:13:05+08:00Chile Holds at 4.5% as 11 of 15 Economists Forecast a Canadian Hike and Seven Forecast a 25bp New Zealand Hike: UK Budget and Russian Oil Flows Set the Test https://chase-dream.cn/digests/global_macro-20261028-am/NightIndexzh-cn2026-10-28T08:13:05+08:00央行决议与英国预算案接棒，全球汇率进入事件窗口 https://chase-dream.cn/en/digests/global_macro-20261028/NightIndexen2026-10-28T19:12:41+08:00Unexpected Hold Meets Defensive Tightening: RBNZ’s 4-3 Split Sinks NZD 1.33% Versus AUD, India’s Excess Liquidity Drops >95% — Yet Canada’s 25bp Odds Sit at 77% https://chase-dream.cn/digests/global_macro-20261028/NightIndexzh-cn2026-10-28T19:12:41+08:00亚太政策分化，加拿大与欧洲进入决策窗口 https://chase-dream.cn/digests/hormuz-20261028-am/NightIndexzh-cn2026-10-28T08:15:06+08:00霍尔木兹海峡（Strait of Hormuz）风险升温：油轮触雷叠加区域冲突 https://chase-dream.cn/en/digests/hormuz-20261028-am/NightIndexen2026-10-28T08:15:06+08:00Hormuz Handles One-Third of Seaborne Crude and One-Fifth of LNG Shipments as a Mine-Struck Tanker Burns — Product Flows Rise, but Technical Momentum Wavers https://chase-dream.cn/en/digests/hormuz-20261028/NightIndexen2026-10-28T19:15:49+08:00Hormuz Tension Lifts European Gas Above €98/MWh as Citi Brackets 2026-27 TTF at €85 vs €154 - $47bn War Bill, Four Qatar Cargoes and an Undecided Trump https://chase-dream.cn/digests/hormuz-20261028/NightIndexzh-cn2026-10-28T19:15:49+08:00霍尔木兹海峡（Strait of Hormuz）风险升温：天然气冲高，航运与军事悬念并存 https://chase-dream.cn/digests/industrial_metals-20261028-am/NightIndexzh-cn2026-10-28T08:30:28+08:00工业金属隔夜晨报：铜领涨，现货升水升温 https://chase-dream.cn/en/digests/industrial_metals-20261028-am/NightIndexen2026-10-28T08:30:28+08:00Copper’s $14,474 LME 3-Month Close and $206/t Spot Premium Flash a Squeeze: AI and China Demand Meet Tight Supply, but Freeport-McMoRan’s Sales Cut and Antamina’s Shutdown Put Producer Execution Under Pressure https://chase-dream.cn/digests/industrial_metals-20261028/NightIndexzh-cn2026-10-28T19:31:36+08:00亚洲盘锂价急挫，铜铝偏强，库存与结算留悬念 https://chase-dream.cn/en/digests/industrial_metals-20261028/NightIndexen2026-10-28T19:31:36+08:00Lithium’s >2% Opening Gain Reverses to a 4.64% Drop as Aluminum Inventories Hit a Nine-Month Low—Copper’s Price and Inventory Signals Split https://chase-dream.cn/en/digests/precious_metals-20261028-am/NightIndexen2026-10-28T08:27:01+08:00Gold Breaks $4,060 and Shanghai Silver Closes +0.93% as One Analysis Flags Silver at 25% Below Its 200-Day Average - Fed Decision in Focus https://chase-dream.cn/digests/precious_metals-20261028-am/NightIndexzh-cn2026-10-28T08:27:01+08:00黄金（gold）与白银（silver）隔夜走强，白银内盘一度承压 https://chase-dream.cn/en/digests/precious_metals-20261028/NightIndexen2026-10-28T19:28:44+08:00Gold Breaks Below $4,030/oz and Silver Drops More Than 1% to $53.91/oz as Shanghai Holds Gains Into the FOMC: USD Pressure Meets an Unfinished ETF Rebound https://chase-dream.cn/digests/precious_metals-20261028/NightIndexzh-cn2026-10-28T19:28:44+08:00金银先涨后跌，利率决议前反弹确认仍待观察 https://chase-dream.cn/en/digests/research-20261028-am/NightIndexen2026-10-28T08:23:51+08:00Possible Fed Dissent Meets a $110 Year-End Brent Forecast and a £30-40bn Gilt-Supply Test — Hawkish Pricing Faces Dollar Downside https://chase-dream.cn/digests/research-20261028-am/NightIndexzh-cn2026-10-28T08:23:51+08:00隔夜研报晨读：政策分歧与预算约束如何影响风险定价 https://chase-dream.cn/digests/research-20261028/NightIndexzh-cn2026-10-28T19:24:13+08:00研报动态：利率、人工智能与资金轮动 https://chase-dream.cn/en/digests/research-20261028/NightIndexen2026-10-28T19:24:13+08:00AI Rotation Broadens: S&P 500 Ex-AI +12.4% in a Week, DRAM Prices Stretch to 2028, but BMO’s Hawkish-Hold Call Puts the S&P 500’s 5.5%-6.0% 10-Year Test in Focus