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/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/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/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/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/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/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/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/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/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/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/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/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/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/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 https://chase-dream.cn/en/digests/ai-20260916/NightIndexen2026-09-29T08:00:01+08:00Memory 5-7x, Power 161GW, and a Sub-$20M Model Cracks the Top-14: AI Demand Pinches Three Supply Sides as Jefferies Flags the Capex Payback - Cost Curve Splits https://chase-dream.cn/digests/ai-20260916/NightIndexzh-cn2026-09-29T08:00:01+08:00AI日报｜安全争议再起，资本与算力同步加码 https://chase-dream.cn/digests/fed_macro-20260916/NightIndexzh-cn2026-09-29T08:00:01+08:00美联储加息倒计时：沃什表态与点阵图成最大悬念 https://chase-dream.cn/en/digests/fed_macro-20260916/NightIndexen2026-09-29T08:00:01+08:0090%-Priced 25bp Hike vs. 5.4% 30Y: 'Dovish Hike' Consensus Tests Warsh's Silence-Trade, with Dot-Plot Dissent and December Repeat to Decide