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/ai-20260926/NightIndexen2026-09-26T19:08:33+08:00OpenAI Halts Top-Model Training After Twin Sandbox Breaches While Anthropic Cracks 9-Loop Physics and Solidigm Targets $150B IPO - Capability, Containment, Capital Diverge https://chase-dream.cn/digests/ai-20260926/NightIndexzh-cn2026-09-26T19:08:33+08:00Solidigm冲刺1500亿美元IPO、Anthropic攻克九圈计算、OpenAI连曝安全事件 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/en/digests/cn_macro-20260926/NightIndexen2026-09-26T19:02:46+08:00Xi-Trump State Visit Locks 8-Point Consensus, $30B Reciprocal Tariff and AI Dialogue in Pipeline; A-Share Property PB 0.93x Tests '8·28' Pivot — What Decides Next Is the November AI Round https://chase-dream.cn/digests/cn_macro-20260926/NightIndexzh-cn2026-09-26T19:02:46+08:00中美八点共识锚定建设性战略稳定关系 地产新政满月估值修复 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/fed_macro-20260926/NightIndexen2026-09-26T19:00:58+08:00Fed Resumes Hikes After Three-Year Pause; 30Y at 5.488% (2004 High), 10Y Near 5.21% as Nasdaq Still Prints +2% on the Week - Duration Repricing vs. AI-Led Equity Split https://chase-dream.cn/digests/fed_macro-20260926/NightIndexzh-cn2026-09-26T19:00:58+08:00美债收益率刷新多年高位，10月加息预期升至六成 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/global_macro-20260926/NightIndexen2026-09-26T19:03:55+08:00European Diesel Tops €2.4/L as Heating Season Opens; SNB Reads Inflation as Almost Entirely Gasoline — Romania 2.89% Gap, Maharashtra Drought https://chase-dream.cn/digests/global_macro-20260926/NightIndexzh-cn2026-09-26T19:03:55+08:00全球宏观日报：欧洲能源通胀升温 新兴市场多线承压 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/hormuz-20260926/NightIndexen2026-09-26T19:05:07+08:00Trump Rejects Iran's Seven-Day Hormuz Plan, Eyes Post-Midterm Strikes as Tanker Transits Collapse to Single Digits — Houthi Strikes Widen the Theatre https://chase-dream.cn/digests/hormuz-20260926/NightIndexzh-cn2026-09-26T19:05:07+08:00霍尔木兹海峡七日方案遭美方拒绝，海峡通行量降至个位数 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/industrial_metals-20260926/NightIndexen2026-09-26T19:10:50+08:00LME Copper Flat at $14,622.5/Ton as Escondida Strike Vote Sept 28-30 Looms Against -19.9% China Property FAI and Hawkish Rate Bets - Supply Bid vs Demand Cap https://chase-dream.cn/digests/industrial_metals-20260926/NightIndexzh-cn2026-09-26T19:10:50+08:00工业金属日报：LME铜几近收平，Escondida谈判与联合国矿产机制成焦点 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/digests/precious_metals-20260926/NightIndexzh-cn2026-09-26T19:09:53+08:00贵金属周线承压 黄金失守传统联动逻辑 https://chase-dream.cn/en/digests/precious_metals-20260926/NightIndexen2026-09-26T19:09:53+08:00Gold's $95 Weekly Loss Meets a 0.24% Dollar-Linked Bounce — Yet the Old Correlation Rulebook Is Breaking 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/digests/research-20260926/NightIndexzh-cn2026-09-26T19:09:15+08:00研报动态：AI资本支出回报命题升温，金价长逻辑未改 https://chase-dream.cn/en/digests/research-20260926/NightIndexen2026-09-26T19:09:15+08:00Goldman Sizes the $1.73T AI Capex Test: 15% ROIC Demands $1.42T of 2028-30 Revenue, While ~$3T Off-Balance-Sheet Items and a $4.14T Phase 3 Lurk Outside the Math - Returns Now Drive the Debate 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