https://chase-dream.cn/digests/ai-20260914-am/NightIndexzh-cn2026-09-14T08:11:57+08:00三巨头同框喊停，AI板块隔夜多空对决 https://chase-dream.cn/en/digests/ai-20260914-am/NightIndexen2026-09-14T08:11:57+08:00Vera Rubin and 800VDC Open a New AIDC Power Cycle as Anthropic Books a Second Profitable Quarter on $11.5B Q2 Revenue - Yet a CEO Triumvirate Calls to Brake and Asian Capex Indices Brace for Volatility https://chase-dream.cn/digests/cn_macro-20260914-am/NightIndexzh-cn2026-09-14T08:08:04+08:00央行重启隔夜逆回购稳资金面 海外加息与8月数据成今日焦点 https://chase-dream.cn/en/digests/cn_macro-20260914-am/NightIndexen2026-09-14T08:08:04+08:00ECB Lifts to 2.50% as US PPI Hits 5.4% and 30Y Mortgage at 6.85% One-Year High; PBOC Front-Loads ¥60bn/Day into China's Completed-Home-Sales Reset - Funding Cost vs Liquidity Cushion https://chase-dream.cn/en/digests/fed_macro-20260914-am/NightIndexen2026-09-14T08:02:05+08:00September Hike Locked at 85-90% on 3.4% August CPI, 10Y Nears 5% on +57bp YTD Move; Warsh Caught Between Preventive Tightening and Trump's No-Win https://chase-dream.cn/digests/fed_macro-20260914-am/NightIndexzh-cn2026-09-14T08:02:05+08:00美联储9月FOMC倒计时：沃什迎"信誉大考"，10年美债破5%在即 https://chase-dream.cn/digests/global_macro-20260914-am/NightIndexzh-cn2026-09-14T08:09:06+08:00全球宏观：BOJ加息倒计时 英国财政承压 资金风险偏好边际企稳 https://chase-dream.cn/en/digests/global_macro-20260914-am/NightIndexen2026-09-14T08:09:06+08:00BoJ Priced for 1.25% With 10Y JGB at 2.99% and Yen at 153, But M2 Near 2% Says Tightening Is Already Binding - Japan, US, UK Decide in Seven Days https://chase-dream.cn/en/digests/hormuz-20260914-am/NightIndexen2026-09-14T08:09:57+08:00Saudi Pipeline Hit, Hormuz Talks Scrapped: WTI/Brent +3%, European Gas +3.8% — No New Omani Date, Trump Floats Post-War 'Take' of Iranian Oil https://chase-dream.cn/digests/hormuz-20260914-am/NightIndexzh-cn2026-09-14T08:09:57+08:00霍尔木兹僵局升级：沙特输油管关停、海湾会谈推迟、原油盘初跳涨3% https://chase-dream.cn/digests/precious_metals-20260914-am/NightIndexzh-cn2026-09-14T08:13:27+08:00金银双双重挫，天风警示调整压力未消 https://chase-dream.cn/en/digests/precious_metals-20260914-am/NightIndexen2026-09-14T08:13:27+08:00Gold Gaps Down to $4,330 on Rate-Hike Consensus as Silver Slides 1% to $63.8 — Tianfeng Sees More Pain While a 'Word' in Next Week's Fed Verdict Looms https://chase-dream.cn/en/digests/research-20260914-am/NightIndexen2026-09-14T08:12:57+08:00September Hike Priced at 87-90% as August CPI Lands In Line; A-Shares Brace for the Day-After, BSE Quality Tilt, and the Vera Rubin Power Cycle - Oil Caps the Ceiling https://chase-dream.cn/digests/research-20260914-am/NightIndexzh-cn2026-09-14T08:12:57+08:00FOMC前夜：CPI靴子落地后机构研报全景 https://chase-dream.cn/digests/ai-20260913-am/NightIndexzh-cn2026-09-13T08:07:36+08:00AI隔夜｜三巨头罕见同频：放慢模型发展成共识；OpenAI IPO推迟至2027 https://chase-dream.cn/en/digests/ai-20260913-am/NightIndexen2026-09-13T08:07:36+08:00Musk, Altman Back Amodei's Slowdown as OpenAI Pulls 2026 IPO to 2027 and Zhipu Adds $5B - Yet Agents Already Breached Hugging Face https://chase-dream.cn/digests/ai-20260913/NightIndexzh-cn2026-09-13T19:05:26+08:00智谱50亿美元融资落地，AI安全论调冲击芯片股 https://chase-dream.cn/en/digests/ai-20260913/NightIndexen2026-09-13T19:05:26+08:00$5B Zhipu Zero-Coupon CB and 20% Oracle GPU Repricing Flood AI Capex — Anthropic-Altman-Musk Slowdown Chorus Caps Chip Stocks Down 14% from June https://chase-dream.cn/en/digests/cn_macro-20260913-am/NightIndexen2026-09-13T08:02:51+08:0026 Trillion Yuan 'Six Networks' Re-anchors the 15th Plan Around Compute and Grids, While QDII Quotas Drain and Sept-15 Exit Rules Draw a Pre-Emptive Rebuttal - Domestic Tap Wide, Outbound Channel Narrow https://chase-dream.cn/digests/cn_macro-20260913-am/NightIndexzh-cn2026-09-13T08:02:51+08:00六张网加码26万亿 跨周关注五大宏观信号 https://chase-dream.cn/digests/cn_macro-20260913/NightIndexzh-cn2026-09-13T19:02:05+08:00金砖峰会收官与超级央行周前的中国宏观图景 https://chase-dream.cn/en/digests/cn_macro-20260913/NightIndexen2026-09-13T19:02:05+08:00Fed Coin Flip Meets China's August Print as AI-Led Exports Risk a Q4 Stall, EU Weighs PET Safeguards - Hormuz Talks Open https://chase-dream.cn/en/digests/fed_macro-20260913-am/NightIndexen2026-09-13T08:00:32+08:00Hike Odds Climb to 83-90% as Energy-Driven Inflation Hardens the Fed Path — Warsh Faces Inflation-Weary Markets and Agati Flags Policy-Error Risk https://chase-dream.cn/digests/fed_macro-20260913-am/NightIndexzh-cn2026-09-13T08:00:32+08:00美联储隔夜观察：加息预期飙至九成，能源通胀成关键变量 https://chase-dream.cn/en/digests/fed_macro-20260913/NightIndexen2026-09-13T19:01:08+08:00G7 Hawks Sync Around Warsh's Hike-or-Credibility Moment: Core CPI +0.3% m/m, Oil Back Above $100, BoJ to 1.25% — FOMC Vote Split Is the Last Unknown https://chase-dream.cn/digests/fed_macro-20260913/NightIndexzh-cn2026-09-13T19:01:08+08:00美联储加息倒计时：G7"超级周"与"沃什可信度"双重悬念 https://chase-dream.cn/en/digests/global_macro-20260913-am/NightIndexen2026-09-13T08:04:09+08:00BRICS Steps Up De-Dollarization Push as Ukraine's War Bill Tops $10B in Damages, $40B in Export Risk; Lagarde Sets 2027 ECB Exit https://chase-dream.cn/digests/global_macro-20260913-am/NightIndexzh-cn2026-09-13T08:04:09+08:00金砖新德里峰会力推本币支付 拉加德预警通胀冲击更持久 https://chase-dream.cn/digests/global_macro-20260913/NightIndexzh-cn2026-09-13T19:03:19+08:00全球宏观日报：G7加息潮蔓延 英脱欧争议再起 加拿大拟"入欧" https://chase-dream.cn/en/digests/global_macro-20260913/NightIndexen2026-09-13T19:03:19+08:00Carney Pitches Canada as EU 'Associate Member' to Cut US Dependence; BoE/BoJ Hike Bets Build, Osborne Calls Brexit 'a Mess' — Pivot to Europe vs Synchronized Tightening https://chase-dream.cn/en/digests/hormuz-20260913-am/NightIndexen2026-09-13T08:05:15+08:00100 Vessels Redirected in 60 Days as Iran-Oman MoU Stops Short of Reopening Hormuz — $100 Brent, the Houthi Perim Landing, and Monday's Oman Meeting Decide the Path https://chase-dream.cn/digests/hormuz-20260913-am/NightIndexzh-cn2026-09-13T08:05:15+08:00伊阿谅解待签 油价破百倒逼 https://chase-dream.cn/en/digests/hormuz-20260913/NightIndexen2026-09-13T19:04:15+08:00Tanker Strike Kills One Off Hormuz as Iran Says Strait Won't Reopen Despite Oman Deal; Houthis Take Bab el-Mandeb, Saudi Pipeline Closed — ~4-5% of Global Supply at Risk https://chase-dream.cn/digests/hormuz-20260913/NightIndexzh-cn2026-09-13T19:04:15+08:00霍尔木兹再遭袭 两大油喉同步告急 https://chase-dream.cn/digests/research-20260913-am/NightIndexzh-cn2026-09-13T08:08:45+08:00隔夜研报｜高盛：盈利才是牛市关键；美联储9月加息倒计时 https://chase-dream.cn/en/digests/research-20260913-am/NightIndexen2026-09-13T08:08:45+08:00Goldman: Earnings, Not Yields, Anchor the Bull as 30Y Hits 5.3% Near 20-Year High; WTI Past $100 on Hormuz; Fed September Hike Odds Top 80% https://chase-dream.cn/digests/research-20260913/NightIndexzh-cn2026-09-13T19:06:33+08:00研报聚焦：加息靴子待落，油价与美债逼近临界点 https://chase-dream.cn/en/digests/research-20260913/NightIndexen2026-09-13T19:06:33+08:00September Hike Odds Top ~90% as US 10Y Nears 5% and Brent Tests $100, FOMC 'Boot Landing' Becomes A-Share Catalyst - Geopolitical Tail Priced Second https://chase-dream.cn/en/digests/ai-20260912/NightIndexen2026-09-12T19:07:17+08:00China Compute Push: Mobile Pledges 7GW AIDC and 0.04 dB/km Fiber Records Stack as Dell Jumps 12% on Oracle's $90-95B Capex - Yet Embodied AI Financing 'Effectively Over' https://chase-dream.cn/digests/ai-20260912/NightIndexzh-cn2026-09-12T19:07:17+08:00算力大会启幕、Token需求爆发、戴尔创新高 https://chase-dream.cn/digests/cn_macro-20260912/NightIndexzh-cn2026-09-12T19:03:10+08:00财政加力提速 房地产转向制度重构 https://chase-dream.cn/en/digests/cn_macro-20260912/NightIndexen2026-09-12T19:03:10+08:00BRICS 2027 Handover and 70% NEV Target Anchor the Structural Tape as 800B Policy Tool Cracks Open Fiscal Step-Up - Industrial Profits Cool to 17.6% Against Sub-Seasonal PMI https://chase-dream.cn/digests/fed_macro-20260912/NightIndexzh-cn2026-09-12T19:01:29+08:00美联储九月加息预期重塑：高盛转向，机构主流倒向加息 https://chase-dream.cn/en/digests/fed_macro-20260912/NightIndexen2026-09-12T19:01:29+08:00Hot August CPI Locks the September Hike: Goldman Flips to 25bp, 16/20 Banks and ~90% Market Pricing Converge; 'Bessent Put' Caps the Long End at 2Y 4.64% - Certainty vs. Curve Backstop https://chase-dream.cn/digests/global_macro-20260912/NightIndexzh-cn2026-09-12T19:04:26+08:00油价冲击下的欧日韩抉择：ECB加息警告与日元套息平仓隐忧 https://chase-dream.cn/en/digests/global_macro-20260912/NightIndexen2026-09-12T19:04:26+08:00Brent Past $100 Forces ECB's Kocher to Flag Further Hikes; 4.5% Weekly Yen Surge and $62B GPIF Repatriation Bet Point to Carry Unwind — Euro Area Splits as France Slips to 0.4% https://chase-dream.cn/en/digests/hormuz-20260912/NightIndexen2026-09-12T19:05:23+08:00US Narrows Hormuz Escort to Two Daily Windows While Iran Ties Reopening to Blockade End and Trump Claims 'We Control' the Strait - Pipeline Bypass Shut, Seven Vessels Transit https://chase-dream.cn/digests/hormuz-20260912/NightIndexzh-cn2026-09-12T19:05:23+08:00霍尔木兹海峡：临时航线协议将出，护航窗口同步收紧 https://chase-dream.cn/en/digests/industrial_metals-20260912/NightIndexen2026-09-12T19:11:43+08:00Copper's 10-Week Run Snaps at $14,875: First Weekly Loss in Six Months, Lithium Breaks 140,000 Yuan/Ton, EU Drops Aluminum Scrap Tax — Tin and Alumina Lead the Overnight Slide https://chase-dream.cn/digests/industrial_metals-20260912/NightIndexzh-cn2026-09-12T19:11:43+08:00美国CPI强化加息预期 金属普跌 铜周线终结十连涨 https://chase-dream.cn/en/digests/precious_metals-20260912/NightIndexen2026-09-12T19:09:28+08:00'The Next Trillion' Outweighs the Fed for Gold as Post-CPI Hike Bets Heat Up — Options Split: Near-End Two-Way Build, Far-End Bulls Withdraw https://chase-dream.cn/digests/precious_metals-20260912/NightIndexzh-cn2026-09-12T19:09:28+08:00黄金聚焦"下一个万亿"，CPI博弈下远端看涨资金撤退 https://chase-dream.cn/en/digests/research-20260912/NightIndexen2026-09-12T19:08:57+08:00August Core CPI Breaks the Hike Door: Sell-Side Locks September 25bp as Base Case, BMO Frames 'Three Hikes' to 4.25-4.5%, Yet Gold, Stocks, and Long-End Yields All Rise - Warsh Credibility Test on the 16th https://chase-dream.cn/digests/research-20260912/NightIndexzh-cn2026-09-12T19:08:57+08:008月CPI反弹触发加息门槛，机构热议"连加三次"路径