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%? 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