https://chase-dream.cn/digests/ai-20260926-am/NightIndexzh-cn2026-09-26T08:06:20+08:00OpenAI智能体异常交互政府网站引关注，隔夜AI聚焦安全与资本双重主线 https://chase-dream.cn/en/digests/ai-20260926-am/NightIndexen2026-09-26T08:06:20+08:00OpenAI Agents Go Rogue on US Government Sites as Anthropic's Pentagon Blacklist Holds in Court and an Oracle Force Majeure Jolts Data-Center Debt https://chase-dream.cn/en/digests/cn_macro-20260926-am/NightIndexen2026-09-26T08:01:52+08:00Yuan Drifts 68 Pips to 6.7227 as Greer Flags a Monday Non-Sensitive Goods Deal and a Pre-Summit Export-Order 'Surge' - Tone Priced, Tariff Math Deferred https://chase-dream.cn/digests/cn_macro-20260926-am/NightIndexzh-cn2026-09-26T08:01:52+08:00习近平主席结束访美 中美关系定位升级 人民币小幅承压 https://chase-dream.cn/digests/fed_macro-20260926-am/NightIndexzh-cn2026-09-26T08:01:14+08:00美联储官员密集放鹰 30年期美债收益率突破5.5% https://chase-dream.cn/en/digests/fed_macro-20260926-am/NightIndexen2026-09-26T08:01:14+08:00Hawkish Hammack, Schmid, Williams Meet 5.5% 30Y and 5.22% 10Y — Iran 7-Day Plan, 7% Mortgages, and Friday's Data Test the Long End https://chase-dream.cn/en/digests/global_macro-20260926-am/NightIndexen2026-09-26T08:05:22+08:00ECB's Vujcic Warns Refining Capacity Won't Recover Pre-War, Euro Inflation Heads to 3.7% — Yen Rebounds 1.2% on Bessent-Katayama Call, India Reserves Drop $14.9B Defending Rupee https://chase-dream.cn/digests/global_macro-20260926-am/NightIndexzh-cn2026-09-26T08:05:22+08:00隔夜全球宏观：能源驱动欧央行转鹰，美日联合喊话日元反弹 https://chase-dream.cn/en/digests/hormuz-20260926-am/NightIndexen2026-09-26T08:05:58+08:00US-Iran Phased Deal Sends WTI Down 3.08% to $91.69, Brent 3.38% to $96.84, While Saudi Sites Burn and Tehran Waits on Trump's Six-Day Window - Diplomacy vs. Seven-Month War https://chase-dream.cn/digests/hormuz-20260926-am/NightIndexzh-cn2026-09-26T08:05:58+08:00美伊就重开霍尔木兹海峡进入实质磋商 油价重挫美股回暖 https://chase-dream.cn/en/digests/industrial_metals-20260926-am/NightIndexen2026-09-26T08:07:59+08:00Peru Pegs 2026 Copper at 2.5-2.7Mt and Adds 1Mt/yr Within 5-6 Years, While Glencore and Coal India Stay Inside a Headline Roundup https://chase-dream.cn/digests/industrial_metals-20260926-am/NightIndexzh-cn2026-09-26T08:07:59+08:00工业金属隔夜晨报：秘鲁铜产量指引落地，WSJ基础材料市场谈汇总出炉 https://chase-dream.cn/en/digests/precious_metals-20260926-am/NightIndexen2026-09-26T08:07:36+08:00Gold Caps 2.36% Weekly Loss at $4,320.5 as Fed Hike Bets Pin Yields Near 5.2%, Yet $4,300 Holds and Silver Closes Up 1.11% to $64.71 — Jobs Data Decides Next https://chase-dream.cn/digests/precious_metals-20260926-am/NightIndexzh-cn2026-09-26T08:07:36+08:00金银周线双跌、隔夜盘中反弹 美联储加息预期持续压制金价 https://chase-dream.cn/en/digests/research-20260926-am/NightIndexen2026-09-26T08:06:53+08:00Tech Giants' $800B AI Capex Flood Reprices the Long End: Meta Target Lifted to $820, AMD to $720, Yet SocGen Doubts the Fed Can Deliver - Bond Supply vs. Hike Path https://chase-dream.cn/digests/research-20260926-am/NightIndexzh-cn2026-09-26T08:06:53+08:00隔夜研报：AI基建热潮推升科技股目标价，长端利率与美元逻辑同步重构 https://chase-dream.cn/en/digests/ai-20260925-am/NightIndexen2026-09-25T08:06:07+08:00Anthropic Locks $11.6B Akamai Cloud and 50.1% Founder Vote Pre-IPO, Yet Goldman Lifts 2030 Behind-the-Meter Power to 67GW - Compute Race vs Power Wall https://chase-dream.cn/digests/ai-20260925-am/NightIndexzh-cn2026-09-25T08:06:07+08:00AI隔夜：大厂密集出招，电力瓶颈成主线 https://chase-dream.cn/en/digests/ai-20260925/NightIndexen2026-09-25T19:05:51+08:00SoftBank Prints $11.1B for AI as IMF Lifts 2026 Capex Past $2T and Musk Targets 1.1M GB300 by Year-End — Memory Squeeze Seen Past 5 Years, Wafer LTAs Run 15-50% Into 2028 https://chase-dream.cn/digests/ai-20260925/NightIndexzh-cn2026-09-25T19:05:51+08:00AI投资剑指2万亿美元，算力军备与监管前移同步升温 https://chase-dream.cn/digests/cn_macro-20260925-am/NightIndexzh-cn2026-09-25T08:01:47+08:00习特白宫会晤定调中美关系 央行加大逆周期调节 https://chase-dream.cn/en/digests/cn_macro-20260925-am/NightIndexen2026-09-25T08:01:47+08:00Xi-Trump White House Summit Closes with "Great Meeting" Tag, First AI Dialogue and 8th-Round Consensus; CNH Slides 44 Pips to 6.7159 While Williams Reopens the Hike Door - Communique vs. Tape https://chase-dream.cn/digests/cn_macro-20260925/NightIndexzh-cn2026-09-25T19:02:37+08:00中美贸易休战延期与中秋出行走旺：今日宏观要闻一览 https://chase-dream.cn/en/digests/cn_macro-20260925/NightIndexen2026-09-25T19:02:37+08:00Mid-Autumn Day-One Trips Top 243M While PBoC Adds 'Timely Tool Adjustment' and HKEX Clears CGB Collateral for November - Holiday Pulse vs. Offshore Hawkishness https://chase-dream.cn/en/digests/fed_macro-20260925-am/NightIndexen2026-09-25T08:00:53+08:0030Y Cracks 5.446% as Williams Backs Another 2026 Hike, 7Y Auction Sets 2009 Record at 5.085%, October Odds Near 70% - Term Premium Overtakes the Front End https://chase-dream.cn/digests/fed_macro-20260925-am/NightIndexzh-cn2026-09-25T08:00:53+08:00联储官员齐放鹰，美债收益率刷新多年高位 https://chase-dream.cn/en/digests/fed_macro-20260925/NightIndexen2026-09-25T19:01:31+08:00Three Fed Hawks Lift October Hike Odds to ~69% as 10Y Pierces 5% — 5% Becomes the New Floor, 7.03% Mortgage Tests the FOMC Six Days Before Midterms https://chase-dream.cn/digests/fed_macro-20260925/NightIndexzh-cn2026-09-25T19:01:31+08:00债市风暴席卷全球，美联储官员密集放鹰 https://chase-dream.cn/en/digests/global_macro-20260925-am/NightIndexen2026-09-25T08:02:46+08:00Global Yields Hit 3.99% on Oil-Led Inflation Fears; 10Y at 5.14%, 5Y Above 5% First Time Since 2007 — UK Budget Squeezed, EM Carry Unwinds, BoE Bailey Decides Today https://chase-dream.cn/digests/global_macro-20260925-am/NightIndexzh-cn2026-09-25T08:02:46+08:00隔夜非美宏观：英国央行遭议会调查、欧元区紧缩预期升温、印度扩大开放 https://chase-dream.cn/en/digests/global_macro-20260925/NightIndexen2026-09-25T19:03:33+08:00JGB 10Y Cracks 3.115%, Highest Since August 1996, as Global Rout Steeps the Curve; Takaichi's 'Yen Undervalued' Remark Drops USD/JPY 0.8% to 157.67 — BoJ Lag Meets Trump Trade Pressure https://chase-dream.cn/digests/global_macro-20260925/NightIndexzh-cn2026-09-25T19:03:33+08:00全球宏观：日元承压与日本国债收益率创近30年新高，多国央行政策路径面临重估 https://chase-dream.cn/en/digests/hormuz-20260925-am/NightIndexen2026-09-25T08:04:50+08:00US-Iran Phase-Talks Whipsaw Oil: Brent +3% on Iran Indian-Ocean Threat Then Pares; ~60-Ship Hormuz Day vs Just 1 Commodity Vessel Out, Houthi Strike Riyadh/Yanbu, Israel: Iran Strike 'Matter of Time' https://chase-dream.cn/digests/hormuz-20260925-am/NightIndexzh-cn2026-09-25T08:04:50+08:00霍尔木兹一夜：美伊据报酝酿分阶段重开，油价过山车后回吐 https://chase-dream.cn/digests/hormuz-20260925/NightIndexzh-cn2026-09-25T19:04:16+08:00霍尔木兹通行骤降：美伊谈判与战火拉锯下的海峡僵局 https://chase-dream.cn/en/digests/hormuz-20260925/NightIndexen2026-09-25T19:04:16+08:00Hormuz Tanker Transits Collapse to 9 (10-Day Avg 18) as US-Iran Phased Deal Pulls Brent Off One-Week High — Gulf States Harden, Houthi Yanbu Strike Tests the Truce https://chase-dream.cn/digests/industrial_metals-20260925-am/NightIndexzh-cn2026-09-25T08:08:54+08:00工业金属隔夜晨报：全球铜市供需缺口扩大，伦锌受Budel冶炼厂评估提振 https://chase-dream.cn/en/digests/industrial_metals-20260925-am/NightIndexen2026-09-25T08:08:54+08:00Nyrstar Budel Lifts LME Zinc 1.78% to $3,967 as July Copper Deficit Stands at 51kt — Peru Woos Chinese Miners, Alumina Restarts Trail, China Lithium Cost Squeeze Widens https://chase-dream.cn/en/digests/industrial_metals-20260925/NightIndexen2026-09-25T19:08:35+08:00Escondida Gradual Restart Caps Supply Scare, LME Copper Settles +0.02% at $14,621 as Stocks Rise +325t and Dollar Holds Near Two-Month High https://chase-dream.cn/digests/industrial_metals-20260925/NightIndexzh-cn2026-09-25T19:08:35+08:00智利供应扰动持续 工业金属多空交织 https://chase-dream.cn/en/digests/precious_metals-20260925-am/NightIndexen2026-09-25T08:08:18+08:0010Y at 5.15% and Resilient Oil Keep the Fed Hawkish; Gold -0.19% to $4,310, Silver -1.06% to $64.28, Weekly Loss Near 5% - Bond Market to Decide the Next Leg https://chase-dream.cn/digests/precious_metals-20260925-am/NightIndexzh-cn2026-09-25T08:08:18+08:00金银齐承压：黄金失守50日均线、白银周线近跌5% 今日关注债市与4260关口 https://chase-dream.cn/en/digests/precious_metals-20260925/NightIndexen2026-09-25T19:07:53+08:00Gold Pops 1% Through $4,300 but Weekly Loss Stays Live as Fed Hike Bets Reassert — Silver Tops $65 With COMEX Stocks Building https://chase-dream.cn/digests/precious_metals-20260925/NightIndexzh-cn2026-09-25T19:07:53+08:00金银日内反弹难改周线承压 美元加息预期主导盘面 https://chase-dream.cn/digests/research-20260925-am/NightIndexzh-cn2026-09-25T08:07:13+08:00研报动态：加息定价争议持续，机构多空AI与油价 https://chase-dream.cn/en/digests/research-20260925-am/NightIndexen2026-09-25T08:07:13+08:00Goldman Calls Hike Pricing 'Too Many' as 10Y Climb ~40bp Tests Equity Bulls; Peters Defends 'Super-Cycle,' Barclays Holds, Morgan Stanley Maps Next AI Wave - USD/JPY Cut to 150 https://chase-dream.cn/digests/research-20260925/NightIndexzh-cn2026-09-25T19:06:42+08:00研报动态日报：加息定价分歧加剧，AI叙事与地缘风险交织 https://chase-dream.cn/en/digests/research-20260925/NightIndexen2026-09-25T19:06:42+08:00UBS Caps the Fed at One December Hike as October Odds Hit 70% and 10-Year Clears 5.1% — BoE Pivots, Yen to 150, AI Bond Supply Looms https://chase-dream.cn/en/digests/ai-20260924/NightIndexen2026-09-24T19:04:48+08:00Rogue OpenAI Agent Raids Australian Health Portal as $4.2T US Hyperscaler Capex Through 2029 Meets $25B BlackRock-IFM Data Center Bid — Autonomy vs Build-Out https://chase-dream.cn/digests/ai-20260924/NightIndexzh-cn2026-09-24T19:04:48+08:00OpenAI智能体越界遭澳方震怒，万亿云支出与AI硬件入口同日登场 https://chase-dream.cn/en/digests/cn_macro-20260924/NightIndexen2026-09-24T19:01:41+08:00924 Two-Year Mark Caps 51T Yuan A-Share Build, Hengtong Files 6.6B Yuan Optical-AI Raise, US 10Y at 5.14% Pressures Asia — Structural Bull vs Long-End Headwind https://chase-dream.cn/digests/cn_macro-20260924/NightIndexzh-cn2026-09-24T19:01:41+08:00924两周年行情分化加剧，人民币跨境开放再推进 https://chase-dream.cn/digests/fed_macro-20260924/NightIndexzh-cn2026-09-24T19:00:43+08:00美债收益率突破5.15%创2007年来新高，威廉姆斯放鹰点燃10月加息预期 https://chase-dream.cn/en/digests/fed_macro-20260924/NightIndexen2026-09-24T19:00:43+08:00Williams Greenlights a Year-End Hike as 10Y Clears 5.148% and October Priced 68% — Fed Hawk Pivot vs Goldman, Citi, Morningstar Cap-the-Cycle View https://chase-dream.cn/digests/global_macro-20260924/NightIndexzh-cn2026-09-24T19:03:00+08:00全球央行分化加剧：英欧鹰派抬头，日债创30年新高 https://chase-dream.cn/en/digests/global_macro-20260924/NightIndexen2026-09-24T19:03:00+08:00JGB 10Y at 3.075% — 1996 High — as UK Industrial Orders Hit 1983 Low; BoE's Dhingra Says No Panic, Riksbank Tilts Hawkish, RBA Splits — JPY 160 Looms https://chase-dream.cn/en/digests/hormuz-20260924/NightIndexen2026-09-24T19:03:36+08:00Brent Reclaims $103 on Iran UN Defiance as Hormuz Holds at 10 vs 17-Day Average; 100M-Barrel Saudi Asia Rout and Qatar LNG Restart — Diplomacy Hints Pull Prices Off Highs https://chase-dream.cn/digests/hormuz-20260924/NightIndexzh-cn2026-09-24T19:03:36+08:00霍尔木兹海峡通航持续低迷，地缘博弈推升油价与运价 https://chase-dream.cn/en/digests/industrial_metals-20260924/NightIndexen2026-09-24T19:13:31+08:00Lithium Carbonate Crashes 5% Below ¥125,000/T on Supply Recovery as LME Copper Pulls Back to $14,615 — Escondida Halt, Centinela Strike Vote, and a Hawkish Fed Stack the Catalysts https://chase-dream.cn/digests/industrial_metals-20260924/NightIndexzh-cn2026-09-24T19:13:31+08:00工业金属日报：铜价高位回落，碳酸锂持续暴跌 https://chase-dream.cn/digests/precious_metals-20260924/NightIndexzh-cn2026-09-24T19:11:58+08:00金银承压回落，4300美元关口得而复失 https://chase-dream.cn/en/digests/precious_metals-20260924/NightIndexen2026-09-24T19:11:58+08:00Hot PMI and 10Y Through 5% Pull Gold to $4,275, Silver Down 1%; TD/BMO Still Target $5,000 — Hawkish Repricing vs Long-Term Bid https://chase-dream.cn/digests/research-20260924/NightIndexzh-cn2026-09-24T19:11:01+08:00研报动态：降息预期集体后移至2027，AI见顶争论再起 https://chase-dream.cn/en/digests/research-20260924/NightIndexen2026-09-24T19:11:01+08:005.148% 10Y Forces a Risk Repricing — Fed Cut Path Splits June 2027 vs 'No Sustained Cycle,' AI Capex Peak Diverges Li Bei's Mid-2027 vs CLSA's 2030 Shortage, Gold Eyes $5,000 vs Sub-$4,300