https://chase-dream.cn/digests/ai-20261013-am/NightIndexzh-cn2026-10-13T08:08:59+08:00隔夜AI晨报：资本与电力成新瓶颈 硬件标准战升级 https://chase-dream.cn/en/digests/ai-20261013-am/NightIndexen2026-10-13T08:08:59+08:00AI Trade Pivots From Models to Megawatts: Intel-Broadcom CEOs Name Capital the Binding Constraint, Nvidia-Cisco Reset Hardware With USFP and 800V, Embodied AI Crowds the Factory Floor — yet Nvidia and AMD Sell Off https://chase-dream.cn/digests/ai-20261013/NightIndexzh-cn2026-10-13T19:07:19+08:00AI日报：芯片客户变对手，资本盛宴与风险警报齐发 https://chase-dream.cn/en/digests/ai-20261013/NightIndexen2026-10-13T19:07:19+08:00OpenRouter Frontier Share Collapses 55% to 14% as Broadcom's 'Casino' Warning Sends Korea Chips Down 5%+ — AMD Lifts CPU TAM to $200B by 2030, Helios Ships, Anthropic Races Toward $2T IPO https://chase-dream.cn/en/digests/cn_macro-20261013-am/NightIndexen2026-10-13T08:02:36+08:00Four Futures Exchanges Lockstep on Programmatic Trading Rules While Post-Holiday Bond Rout Tests 1.6% 10Y, NEV Export Rebate Slashed to 9% — Supervision Tightens as Liquidity Eases https://chase-dream.cn/digests/cn_macro-20261013-am/NightIndexzh-cn2026-10-13T08:02:36+08:00程序化交易监管升级 债市节后走强有望延续 https://chase-dream.cn/en/digests/cn_macro-20261013/NightIndexen2026-10-13T19:03:05+08:00Oil Lifts China's PPI to 4.5% and CPI to 0.9% as Tier-1 Land Sales Freeze, a 2027 NEV Rebate Cut Re-Prices Trade, and a Nobel Tailwind Reshapes Policy - Ceasefire Whisper Meets Tanker Strike https://chase-dream.cn/digests/cn_macro-20261013/NightIndexzh-cn2026-10-13T19:03:05+08:00稳增长权重再升：政策三度切换、中欧经贸共识与一线土拍入冷 https://chase-dream.cn/en/digests/fed_macro-20261013-am/NightIndexen2026-10-13T08:01:34+08:00Hammack: 'Smaller, Faster' Hikes Needed to Anchor Inflation Expectations as 30Y Mortgage Hits 7.4% and Pending Sales Fall to 12-Year Low — Wednesday CPI Decides October https://chase-dream.cn/digests/fed_macro-20261013-am/NightIndexzh-cn2026-10-13T08:01:34+08:00美联储10月静默期前 哈玛克放鹰主张小幅快频加息 https://chase-dream.cn/digests/fed_macro-20261013/NightIndexzh-cn2026-10-13T19:01:24+08:00美债收益率自24年高位回落，联储分歧聚焦周三CPI https://chase-dream.cn/en/digests/fed_macro-20261013/NightIndexen2026-10-13T19:01:24+08:00October Hike Odds Sit at ~19% as Waller Says Yields Are Doing the Fed's Work, Yet a Core 0.3% CPI on Wednesday Could Reopen the Door — 10Y Briefly Tagged 24-Year 5.36% https://chase-dream.cn/digests/global_macro-20261013-am/NightIndexzh-cn2026-10-13T08:06:13+08:00隔夜全球宏观：英国零售回暖、欧元承压、印度通胀超预期 https://chase-dream.cn/en/digests/global_macro-20261013-am/NightIndexen2026-10-13T08:06:13+08:00UK Sales Reaccelerate to 1.3% as Mann Warns on Wage-Price Spiral; EUR/USD Hits 1.1159 May 2025 Low With Stournaras Still Pushing Hikes - Dollar at 18-Month High Caps the Reflation Trade https://chase-dream.cn/digests/global_macro-20261013/NightIndexzh-cn2026-10-13T19:04:27+08:00IMF双报告与法债风暴：全球财政与AI警报同日拉响 https://chase-dream.cn/en/digests/global_macro-20261013/NightIndexen2026-10-13T19:04:27+08:00French 10Y OAT Hits ~4.95% as IMF Tags Disorderly Sovereign Yields Top Tail Risk; Developed-Economy Deficits Hit 5.2%, Highest Since 2021 — BoJ Leans Against October Consecutive Hike https://chase-dream.cn/en/digests/hormuz-20261013-am/NightIndexen2026-10-13T08:07:49+08:00Six Ships Hit Off Hormuz in One Day as IRGC Targets Third Supertanker; 10 VLCCs Pull Back From Fujairah, 13 Killed in Riyadh Strikes — Patrols vs Sea Mines Round One https://chase-dream.cn/digests/hormuz-20261013-am/NightIndexzh-cn2026-10-13T08:07:49+08:00霍尔木兹海峡连环遇袭 中东能源动脉再承压 https://chase-dream.cn/digests/hormuz-20261013/NightIndexzh-cn2026-10-13T19:05:32+08:00霍尔木兹海峡日度观察：袭击密度骤升，运费与油价分化加深 https://chase-dream.cn/en/digests/hormuz-20261013/NightIndexen2026-10-13T19:05:32+08:00Hormuz Tanker Strikes Lift Freight to $30/bbl and Murban–Basra Spread to $43 - Flow Recovery vs Risk Premium https://chase-dream.cn/en/digests/industrial_metals-20261013-am/NightIndexen2026-10-13T08:13:35+08:00Copper Extends on Dovish Bets and a Second El Teniente Fatality, Tin Jumps $203 to $53,209/t - World Steel Trims 2026 to -0.1% as Speculators Dump $2.8B https://chase-dream.cn/digests/industrial_metals-20261013-am/NightIndexzh-cn2026-10-13T08:13:35+08:00隔夜｜智利矿难推升铜价，锡钴领涨LME https://chase-dream.cn/digests/industrial_metals-20261013/NightIndexzh-cn2026-10-13T19:10:27+08:00工业金属日报｜铜价逼近纪录高位 锂盐连跌 矿种目录扩容 https://chase-dream.cn/en/digests/industrial_metals-20261013/NightIndexen2026-10-13T19:10:27+08:00Chile Strikes Lift LME Copper to a Two-Week High While GFEX Lithium's 9-Day Rout to 103,020 Yuan and LME Aluminum's 8-Month Low Test the Complex - Supply Bulls vs AI Risk-Off https://chase-dream.cn/en/digests/precious_metals-20261013-am/NightIndexen2026-10-13T08:12:23+08:00Gold Closes at $4,195.9 as Dollar Nears 18-Month High and Kazakhstan Joins the Sellers; BofA Holds $4,000 Q4 Call, Silver ETF Sheds 16.86 Tonnes - CPI Week Tests December https://chase-dream.cn/digests/precious_metals-20261013-am/NightIndexzh-cn2026-10-13T08:12:23+08:00金银承压收跌 12月加息预期与美元强势压制金价 https://chase-dream.cn/digests/precious_metals-20261013/NightIndexzh-cn2026-10-13T19:09:37+08:00金银4200关口拉锯：加息预期反复与避险博弈并存 https://chase-dream.cn/en/digests/precious_metals-20261013/NightIndexen2026-10-13T19:09:37+08:00Gold Recoups to $4,220 on Fed-Pause Bets as BofA Flags $4,000 Risk and Options Stall — Silver Wobbles at $60, Kazakhstan Trim Caps the Bid, US Inflation Decides https://chase-dream.cn/en/digests/research-20261013-am/NightIndexen2026-10-13T08:11:12+08:0010Y at 5.30% Has Done the Fed's 120bp Tightening; CCC Spreads Crack 1000bp, Bank Stocks Print 33-Year Oversold - Wednesday CPI Tests the Truce https://chase-dream.cn/digests/research-20261013-am/NightIndexzh-cn2026-10-13T08:11:12+08:00美债风暴冲击全球资产定价 隔夜研报全景追踪 https://chase-dream.cn/digests/research-20261013/NightIndexzh-cn2026-10-13T19:08:53+08:00研报动态日报：财报季前奏，AI与高利率定价博弈升温 https://chase-dream.cn/en/digests/research-20261013/NightIndexen2026-10-13T19:08:53+08:00AI Bond Issuance Tops $228.8B vs Sub-$50B Pre-2025 Norm as 10Y UST Holds 5.24% and BlackRock Ends Six-Year Underweight; MS Flags Memory 'Cheapest at the Top' - Wednesday CPI Decides Reflation Path https://chase-dream.cn/digests/ai-20261012-am/NightIndexzh-cn2026-10-12T08:07:33+08:00AI隔夜要闻：英伟达表外承诺飙至5300亿，OpenAI收入缺口引震荡 https://chase-dream.cn/en/digests/ai-20261012-am/NightIndexen2026-10-12T08:07:33+08:00Nvidia Off-Balance Sheet Triples to $530B in a Quarter, Micron Tops Apple, Amazon Eyes $7B Decart, Anthropic Pulls Claude After False Homicide Tip - Capex, Memory Power, and Safety Stumbles Collide https://chase-dream.cn/digests/ai-20261012/NightIndexzh-cn2026-10-12T19:07:12+08:00AI日报：算力狂飙与商业化成本悬崖 https://chase-dream.cn/en/digests/ai-20261012/NightIndexen2026-10-12T19:07:12+08:00AI Unit Economics Bite: Muse User Growth Falls 62% at $3-130 Per-User Monthly Cost as Firmus Shelves $5.5B IPO — Nvidia Circles Reflection AI for Acqui-Hire https://chase-dream.cn/digests/cn_macro-20261012-am/NightIndexzh-cn2026-10-12T08:02:07+08:00皇岗口岸今晨启运、9月金融数据待发——隔夜宏观速览 https://chase-dream.cn/en/digests/cn_macro-20261012-am/NightIndexen2026-10-12T08:02:07+08:00Tianjin Pins Ready-Built Sales as 1.63% 3Y Savings Bonds Sell Out at Open, 5Y Most Wanted at 500,000 Yuan Cap - China M2 Pending, US CPI Wednesday, IMF-Bangkok Frames the Year https://chase-dream.cn/digests/cn_macro-20261012/NightIndexzh-cn2026-10-12T19:02:52+08:00中国宏观日报：外贸与产业新政密集落地，金融消费权益保护加码 https://chase-dream.cn/en/digests/cn_macro-20261012/NightIndexen2026-10-12T19:02:52+08:00NEV Export Refund Slips to 9% From April 2027, Yet Sept Exports Soar 163.5% and EU Quota Pact Caps Friction — PBoC 1.40% Steady, Small Banks Told to Shorten Duration https://chase-dream.cn/digests/fed_macro-20261012-am/NightIndexzh-cn2026-10-12T08:00:58+08:00FOMC纪要再放鹰 债市聚焦CPI与沃什表态 https://chase-dream.cn/en/digests/fed_macro-20261012-am/NightIndexen2026-10-12T08:00:58+08:00Fed Minutes Re-Affirm a Hike; 10Y Auction's 5.3% High Lures 80.3% Foreign Demand and Yields Drop 10bp — Long End Top-Hunts Into CPI and Warsh https://chase-dream.cn/en/digests/fed_macro-20261012/NightIndexen2026-10-12T19:01:52+08:00October Hike Odds Crushed to ~17% on 29k Nonfarm, but 10Y Sticks at 5.26% (Touched 5.35%, 24-Year High) as BofA Calls Hold a 'Dumb Move' - Wednesday CPI Decides https://chase-dream.cn/digests/fed_macro-20261012/NightIndexzh-cn2026-10-12T19:01:52+08:009月CPI前瞻集中出炉，市场押注10月按兵不动 https://chase-dream.cn/digests/global_macro-20261012-am/NightIndexzh-cn2026-10-12T08:02:52+08:00全球宏观隔夜：IMF曼谷年会警示「风暴聚集」，多国各有盘算 https://chase-dream.cn/en/digests/global_macro-20261012-am/NightIndexen2026-10-12T08:02:52+08:00Global Bond Selloff Does Central Banks' Work: Egypt Core Falls to 14.1%, UK Faces £35bn Fiscal Gap, Seoul Readies Stabilizers - Bangkok IMF/World Bank Warn of 'Gathering Storm' as Developing Nations Pay the Price https://chase-dream.cn/en/digests/global_macro-20261012/NightIndexen2026-10-12T19:04:14+08:00India 10Y Pushes Past 7.40% on Coal Crisis and RBI Liquidity Drain Despite Sub-Tick CPI Miss; Euro Relief Capped by SPD Resignation — DM Hike Odds Vanish Globally https://chase-dream.cn/digests/global_macro-20261012/NightIndexzh-cn2026-10-12T19:04:14+08:00印度宏观承压 IMF曼谷论AI 欧元区政治风险再起 https://chase-dream.cn/en/digests/hormuz-20261012-am/NightIndexen2026-10-12T08:06:28+08:00Second Tanker Struck in Hormuz as Iran Brands Transponder-Off Vessels Hostile; WTI +1% to $91.88, Brent $103.7, BP Pulls From Riyadh Congress — Partial US-Iran Deal Tested by 24-Hour Strike Stack https://chase-dream.cn/digests/hormuz-20261012-am/NightIndexzh-cn2026-10-12T08:06:28+08:00海峡告急：霍尔木兹24小时两艘油轮中招，沙特两机场连夜挨炸 https://chase-dream.cn/en/digests/hormuz-20261012/NightIndexen2026-10-12T19:05:16+08:00Third Tanker Mine-Strike in Hormuz Holds Oil Risk Premium as Gulf Exports Normalize, While KOSPI Drops 3.6% and 10Y Tests 5.4% - Volume Back, Toll Climbing https://chase-dream.cn/digests/hormuz-20261012/NightIndexzh-cn2026-10-12T19:05:16+08:00霍尔木兹海峡油轮连环遇袭 伊朗誓言维持控制油价剧烈震荡 https://chase-dream.cn/en/digests/industrial_metals-20261012-am/NightIndexen2026-10-12T08:09:50+08:00Second Codelco Accident in Two Weeks Traps Two at El Teniente as Copper Hovers Near Records; Ton-Level Solid-State Lithium to CATL Resets Battery-Material Demand - Supply Shock vs Demand Catalyst https://chase-dream.cn/digests/industrial_metals-20261012-am/NightIndexzh-cn2026-10-12T08:09:50+08:00工业金属隔夜要闻：智利铜矿再遇泥石流，固态电池材料链送样提速 https://chase-dream.cn/digests/industrial_metals-20261012/NightIndexzh-cn2026-10-12T19:13:46+08:00碳酸锂崩跌破11万关口 铜价逆势走高 工业金属分化加剧 https://chase-dream.cn/en/digests/industrial_metals-20261012/NightIndexen2026-10-12T19:13:46+08:00Lithium Carbonate Crashes 11.79% Through 110,000 Yuan on Supply-Glut Cascade and EU Hybrid-Export Curb, While LME Copper Adds 1.01% to $14,686.65 on Codelco Fatal Avalanche - Lithium Glut vs Copper Tailwind https://chase-dream.cn/en/digests/precious_metals-20261012-am/NightIndexen2026-10-12T08:09:00+08:00Gold Loses $4190 to a 0.24% Slide While Silver Opens Higher at $60.85 — ETF Holdings Set the Next Read https://chase-dream.cn/digests/precious_metals-20261012-am/NightIndexzh-cn2026-10-12T08:09:00+08:00现货黄金失守4190美元/盎司，白银小幅高开 https://chase-dream.cn/digests/precious_metals-20261012/NightIndexzh-cn2026-10-12T19:12:20+08:00现货金两度冲击4200美元未果，瑞银重申4000美元支撑 https://chase-dream.cn/en/digests/precious_metals-20261012/NightIndexen2026-10-12T19:12:20+08:00Two Failed $4,200 Holds and 30Y at 5.68% Cap Gold's Rebound; Silver T+D +1.44%, Palladium's Hidden Nornickel Concentration a Tail https://chase-dream.cn/digests/research-20261012-am/NightIndexzh-cn2026-10-12T08:08:37+08:00隔夜研报动态：科技承压红利防御 10月配置聚焦业绩兑现 https://chase-dream.cn/en/digests/research-20261012-am/NightIndexen2026-10-12T08:08:37+08:00TLVR Inductors Flagged for 10x+ Market Expansion as A-Shapes Tilt to a Coal-Bank Barbell at 3,741, 10Y UST Holds 5.2-5.3% — Samsung's 107.4T KRW Print Lags Consensus https://chase-dream.cn/digests/research-20261012/NightIndexzh-cn2026-10-12T19:08:50+08:00研报动态：评级密集洗牌，股债信号与科技张力交织 https://chase-dream.cn/en/digests/research-20261012/NightIndexen2026-10-12T19:08:50+08:00BofA Flips Salesforce to $285 PT (from $160) as Goldman Pivots Overweight Stocks AND Bonds; Hedge Funds Cut Tech With Mag 7 at Records - Late-October Q3 Prints Decide