PRO_214.0 · SOURCE-SPLIT ACTIVE[RESET NEWS]
ANDY PRO TERMINAL
离岸汇率6.7716
SC-布油价差-11.47
上海 SC85.31
布伦特96.78
阿曼原油91.76
霍尔木兹总船只 304油轮 7驶入 16驶出 13

I. GLOBAL · BLOOMBERG / X / TRUMP

[TRUMP_TRUTH]
在纽约,我会见了大韩民国总统李在明,我们同意在美国启动 2000 亿美元的新投资!根据我去年与明总统达成的价值 3500 亿美元的韩国战略贸易和投资协议,我们将在美国各地建设美国能源和美国力量。我们正在将韩国的投资承诺转化为巨大的建设项目和数以万计的美国就业机会。这些都是大型能源项目,增加了美国的电力容量。这是新的建筑业、新的制造业,为美国工人提供了绝佳的就业机会。首先,美国和韩国正在推进一项耗资 1200 亿美元的核电计划,在美国本土建造八座大型核反应堆——六座西屋 AP1000 反应堆和两座韩国 APR-1400 反应堆。八个新反应堆。 美国力量。美国建筑。美国制造。为我们的国家提供更多的基本负荷电力和更大的能源安全。其次,美国和韩国已同意开始合作开展价值 500 亿美元的阿拉斯加液化天然气项目——释放我们伟大的阿拉斯加州的巨大资源,并创建新的美国天然气基础设施,并与我们优秀的美国工人一起建设。该项目将为阿拉斯加人民带来变革。第三,位于德克萨斯州恩西纳尔的一个耗资 220 亿美元、6.4 吉瓦的大型天然气发电项目。 这将为德克萨斯州带来巨大的新的、可靠的电力容量。这些项目可以改变美国几代人的生活——更多的电力、更多的建筑、更多的制造、更多的能源安全,以及为美国工人带来的重大新机会。这些项目将支持在我的政府领导下进入美国的数万亿美元投资,包括先进制造、半导体和所有未来伟大产业的投资。我们正在美国这里建设这种能力,今天宣布的项目将帮助我们为子孙后代提供动力。这些交易是由我们的贸易交易推动的。美国真正的投资、真正的项目、真正的能力和真正的就业机会。美国正在再次建设!总统唐纳德·J. 特朗普在纽约,我会见了大韩民国总统李在明,我们同意在美国启动 2000 亿美元的新投资!根据我去年与明总统达成的价值 3500 亿美元的韩国战略贸易和投资协议,我们将在美国各地建设美国能源和美国力量。我们正在将韩国的投资承诺转化为巨大的建设项目和数以万计的美国就业机会。这些都是大型能源项目,增加了美国的电力容量。这是新的建筑业、新的制造业,为美国工人提供了绝佳的就业机会。首先,美国和韩国正在推进一项耗资 1200 亿美元的核电计划,在美国本土建造八座大型核反应堆——六座西屋 AP1000 反应堆和两座韩国 APR-1400 反应堆。八个新反应堆。 美国力量。美国建筑。美国制造。为我们的国家提供更多的基本负荷电力和更大的能源安全。其次,美国和韩国已同意开始合作开展价值 500 亿美元的阿拉斯加液化天然气项目——释放我们伟大的阿拉斯加州的巨大资源,并创建新的美国天然气基础设施,并与我们优秀的美国工人一起建设。该项目将为阿拉斯加人民带来变革。第三,位于德克萨斯州恩西纳尔的一个耗资 220 亿美元、6.4 吉瓦的大型天然气发电项目。 这将为德克萨斯州带来巨大的新的、可靠的电力容量。这些项目可以改变美国几代人的生活——更多的电力、更多的建筑、更多的制造、更多的能源安全,以及为美国工人带来的重大新机会。这些项目将支持在我的政府领导下进入美国的数万亿美元投资,包括先进制造、半导体和所有未来伟大产业的投资。我们正在美国这里建设这种能力,今天宣布的项目将帮助我们为子孙后代提供动力。这些交易是由我们的贸易交易推动的。美国真正的投资、真正的项目、真正的能力和真正的就业机会。美国正在再次建设!唐纳德·J·特朗普总统
In New York, I met with Lee Jae Myung, the President of the Republic of Korea, and we agreed to launch 200 Billion Dollars of new Investments in AMERICA! We will build American Energy and American Power across the United States under my 350 BILLION DOLLAR Korea Strategic Trade and Investment Deal that I reached with President Myung last year.We are turning Korea’s Investment commitments into HUGE Construction Projects, and tens of thousands of AMERICAN JOBS. These are massive Energy Projects, adding Power Capacity in the United States. This is new Construction, new Manufacturing, and GREAT Jobs for American Workers.First, the United States and Korea are moving forward on a 120 BILLION DOLLAR Nuclear Power Program to build EIGHT large-scale Nuclear Reactors right here in the United States — Six Westinghouse AP1000 Reactors, and two Korean APR-1400 Reactors. Eight new Reactors. American Power. American Construction. American Manufacturing. More Baseload Electricity, and greater Energy Security for our Country.Second, the United States and Korea have agreed to commence working together on the 50 Billion Dollar ALASKA LNG PROJECT — unlocking the tremendous resources of our Great State of Alaska, and creating new American Gas Infrastructure, and building it with our wonderful American Workers. This Project will deliver transformational change for the People of Alaska.Third, a huge 22 Billion Dollar, 6.4-gigawatt Natural Gas Fired Power Project in Encinal, Texas. This will bring tremendous new, reliable Power Capacity to Texas.These are the kinds of Projects that can transform America for Generations — MORE POWER, MORE CONSTRUCTION, MORE MANUFACTURING, MORE ENERGY SECURITY, and major new opportunities for American Workers.These Projects will support the TRILLIONS OF DOLLARS of Investment that have come into the United States under my Administration, including for Advanced Manufacturing, Semiconductors, and all of the Great Industries of the Future. We are building that capacity HERE, in THE UNITED STATES OF AMERICA, and the Projects announced today will help power us for Generations to come.These Deals are driven by our Trade Deals. REAL INVESTMENT, REAL PROJECTS, REAL CAPACITY, and REAL JOBS in America.AMERICA IS BUILDING AGAIN! President DONALD J. TRUMPIn New York, I met with Lee Jae Myung, the President of the Republic of Korea, and we agreed to launch 200 Billion Dollars of new Investments in AMERICA! We will build American Energy and American Power across the United States under my 350 BILLION DOLLAR Korea Strategic Trade and Investment Deal that I reached with President Myung last year.We are turning Korea’s Investment commitments into HUGE Construction Projects, and tens of thousands of AMERICAN JOBS. These are massive Energy Projects, adding Power Capacity in the United States. This is new Construction, new Manufacturing, and GREAT Jobs for American Workers.First, the United States and Korea are moving forward on a 120 BILLION DOLLAR Nuclear Power Program to build EIGHT large-scale Nuclear Reactors right here in the United States — Six Westinghouse AP1000 Reactors, and two Korean APR-1400 Reactors. Eight new Reactors. American Power. American Construction. American Manufacturing. More Baseload Electricity, and greater Energy Security for our Country.Second, the United States and Korea have agreed to commence working together on the 50 Billion Dollar ALASKA LNG PROJECT — unlocking the tremendous resources of our Great State of Alaska, and creating new American Gas Infrastructure, and building it with our wonderful American Workers. This Project will deliver transformational change for the People of Alaska.Third, a huge 22 Billion Dollar, 6.4-gigawatt Natural Gas Fired Power Project in Encinal, Texas. This will bring tremendous new, reliable Power Capacity to Texas.These are the kinds of Projects that can transform America for Generations — MORE POWER, MORE CONSTRUCTION, MORE MANUFACTURING, MORE ENERGY SECURITY, and major new opportunities for American Workers.These Projects will support the TRILLIONS OF DOLLARS of Investment that have come into the United States under my Administration, including for Advanced Manufacturing, Semiconductors, and all of the Great Industries of the Future. We are building that capacity HERE, in THE UNITED STATES OF AMERICA, and the Projects announced today will help power us for Generations to come.These Deals are driven by our Trade Deals. REAL INVESTMENT, REAL PROJECTS, REAL CAPACITY, and REAL JOBS in America.AMERICA IS BUILDING AGAIN! President DONALD J. TRUMP
[TRUMP_TRUTH]
RT @realDonaldTrumpToday,我很高兴地宣布,最后一支美军即将离开伊拉克!已经有很长一段时间了,非常糟糕的决策让我们首先陷入了这个泥潭,但很快,这将成为历史的一部分。这对美国来说是一个伟大的日子,重要的是,我们离开伊拉克时,伊拉克迎来了一位出色的新总理阿里·扎伊迪,我从一开始就支持并完全赞同他。他赢得了一场原本没有预料到的选举,而且以压倒性优势赢得了胜利!“固有决心行动”于 2003 年在乔治·W·布什 (George W. Bush) 总统任期内启动,并于 2014 年在巴拉克·侯赛因·奥巴马 (Barack Hussein Obama) 和瞌睡乔·拜登 (Sleepy Joe Biden) 政府的领导下继续进行,“固有决心行动”于 2026 年在唐纳德·J·特朗普 (Donald J. Trump) 总统的领导下结束。这一天是美国的胜利,是伊拉克的胜利,也是对伊斯兰国的决定性胜利,伊斯兰国已被第一任期的特朗普政府和其他非常糟糕和危险的参与者彻底摧毁。与阿富汗不同的是,阿富汗留下了许多军事装备和其他一切,13名战士死亡,其中许多人受重伤,联军部队和装备有序离开埃尔比勒空军基地,标志着一次非常昂贵的地狱之旅的结束。我设定了明确的任务,为我们的指挥官提供了完成任务的工具,并拒绝让临时存在成为永久存在。我可以选择留下或离开,毫无疑问,我觉得是时候让美国回家了!扎伊迪总理非常出色,希望他能够很好地处理事情。我们是来对抗哈里发国的。不再有哈里发国。我们要回家了!唐纳德·J·特朗普总统
RT @realDonaldTrumpToday, I am pleased to announce, that the last American Forces are leaving Iraq! It has been a long time, with very bad decision-making that got us involved in this quagmire in the first place, but soon, that will be part of History. This is a Great Day for America and, importantly, we leave with Iraq having a wonderful new Prime Minister, Ali al-Zaidi, somebody I supported from the beginning and fully endorsed. He won an Election that he was not expected to win, and did so, in a landslide!Launched in 2003 under the presidency of George W. Bush, and continued under the Administration of Barack Hussein Obama in 2014, and Sleepy Joe Biden, Operation Inherent Resolve ends in 2026 under the leadership of President Donald J. Trump. This Day is a victory for the United States, a victory for Iraq, and a decisive victory over ISIS, which has been completely decimated by the Trump Administration, First Term, along with other very bad and dangerous players. Unlike Afghanistan, where much Military Equipment and everything else was left behind, and 13 Warriors lie dead, with many badly wounded, this orderly departure of Coalition forces and equipment from Erbil Air Base marks the end of a very expensive excursion into Hell. I set a clear mission, gave our Commanders the tools to finish it, and refused to let a temporary presence become a permanent one. I had a choice to stay or to leave, and felt, without question, that it was time for America to go home! Prime Minister al-Zaidi, is outstanding, and he will hopefully be able to handle things very well. We came to fight a caliphate. There is no longer a caliphate. We are going home! President DONALD J. TRUMP
[BLOOMBERG]
韩国工业部长表示,美国已表示对韩国的关税税率将保持在15%的水平-韩联社
SOUTH KOREA INDUSTRY MINISTER SAYS US HAS INDICATED TARIFF RATE ON SOUTH KOREA WOULD BE KEPT AT 15% LEVEL - YONHAP
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*特朗普对他要求鲍威尔被迫辞职的评论
*TRUMP COMMENTS ON HIS CALL FOR POWELL TO BE FORCED TO RESIGN
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*特朗普问及鲍威尔、沃什的情况:沃什会做他自己的事
*TRUMP ASKED ABOUT POWELL, WARSH: WARSH WILL DO HIS OWN THING
[BLOOMBERG]
*特朗普:除石油外,通胀数据均大幅下降
*TRUMP: INFLATION NUMBERS ARE WAY DOWN OTHER THAN FOR OIL
[BLOOMBERG]
马斯克重返五角大楼进行未来战争研究国防部长皮特·赫格斯宣布,埃隆·马斯克、帕尔默·拉基和纽特·金里奇将领导五角大楼的“子午线计划”研究,探讨未来战争。该小组将重点关注未来的武器、技术和
MUSK RETURNS TO PENTAGON ROLE FOR FUTURE WARFARE STUDY Elon Musk, Palmer Luckey and Newt Gingrich will lead “Project Meridian,” a Pentagon study examining the future of warfare, Defense Secretary Pete Hegseth announced. The group will focus on future weapons, technologies and
[BLOOMBERG]
美国10年期国债遭遇1994年以来最差季度 10年期国债收益率第三季度末达到5.29%,飙升87个基点,创三十多年来最大季度涨幅。这一举措主要是由于实际收益率接近 3%,因为市场大幅重新定价
U.S. 10-YEAR SUFFERS WORST QUARTER SINCE 1994 The 10-year Treasury yield ended Q3 at 5.29%, surging 87 basis points — its largest quarterly increase in more than three decades. The move has been driven largely by real yields approaching 3%, as markets dramatically repriced the
[BLOOMBERG]
CBS 新闻与 KALSHI 合作 CBS 新闻正在与 Kalshi 合作,将预测市场数据整合到 2026 年中期报道中。哥伦比亚广播公司 (CBS) 与 CNN、福克斯新闻和 NBC 新闻一起在报道中强调预测市场
CBS NEWS PARTNERS WITH KALSHI CBS News is partnering with Kalshi to integrate prediction-market data into its 2026 midterm coverage. CBS joins CNN, Fox News and NBC News in highlighting prediction markets as part of their coverage
[TRUMP_TRUTH]
监察长的报告刚刚发布,关于杰罗姆·鲍威尔“为时已晚”对华盛顿特区美联储总部进行的“翻修”。监察长的报告指出,“翻修项目的管理存在缺陷”。该建筑超出了预算,达到了创纪录的水平,至少“为时已晚”的鲍威尔应该被迫辞去董事会职务。他无法管理一座大楼,当然也不应该允许他管理他的高利率政策(仅限于“特朗普!”)。我已要求司法部长托德·布兰奇研究这份报告,并决定如何处理一座相对较小的建筑群,该建筑群超出了预算数亿美元,而且根据该报告,现在将花费至少 25 亿美元,而且看不到尽头。 The Report states, “We were concerned to find that the Board did not obtain a project cost estimate from the [construction manager] until January 2026, which was 3.5 years after construction began and after the Board had awarded more than $2 billion in construction costs. As of July 2026, more than 4 years after construction began and $2 billion has been awarded for construction, the Board had yet to set a [guaranteed maximum price]” — An absolutely unheard of situation! — “The Board therefore still does not have cost certainty and has not transferred material risk to the [construction manager]."事实上,我认为 25 亿美元建成后将是 35 亿美元,甚至可能是 40 亿美元,并且可能永远无法正常建造。隔音以及建筑物的所有其他元素都将不如以前。 特别是,宏伟的美感、雕刻的天花板和墙壁,以及许多其他使美联储大楼脱颖而出的东西,将永远不会再被捕捉到,而只会被平坦、乏味、低于中层的饰面所取代。我本来可以花 2500 万美元进行更好的翻修,完全保持建筑的宏伟,而且还有剩余的钱。他们彻底摧毁了这座建筑的美丽和光荣的历史。 This is Jerome Powell’s fault, and he should be forced to resign, IMMEDIATELY!如果他不辞职,美国政府就应该以腐败或无能为由,在最高层起诉他,这两点都是完全不可接受的……不,我不希望这座大楼以唐纳德·J·特朗普总统的名字命名,我!感谢您对此事的关注。唐纳德·J·特朗普总统
The Inspector General’s Report just came out on Jerome “Too Late” Powell’s “renovation” of the Federal Reserve Headquarters in Washington, D.C. The IG’s Report states that there were “deficiencies in the management of the renovation project.” The Building is over budget, at a Record Setting rate and, at a minimum, “Too Late” Powell should be forced to resign from the Board. He can’t manage a Building, and he certainly shouldn’t be allowed to manage his High Interest Rate Policy (only on “TRUMP!”). I have asked Attorney General Todd Blanche to study the report, and make a determination as to what to do about a relatively small Building Complex that is Hundreds of Millions of Dollars over budget, and is now going to cost, according to the Report, at least 2.5 Billion Dollars, with no end in sight. The Report states, “We were concerned to find that the Board did not obtain a project cost estimate from the [construction manager] until January 2026, which was 3.5 years after construction began and after the Board had awarded more than $2 billion in construction costs. As of July 2026, more than 4 years after construction began and $2 billion has been awarded for construction, the Board had yet to set a [guaranteed maximum price]” — An absolutely unheard of situation! — “The Board therefore still does not have cost certainty and has not transferred material risk to the [construction manager]." In actuality, I think that the 2.5 Billion Dollars will be 3.5 Billion Dollars, and maybe 4 Billion Dollars by the time they’re finished, and may never get properly built. Soundproofing, and all other elements of the Building, will be inferior to what was previously there. In particular, the magnificent beauty, sculptured ceilings and walls, and so many other things which made the Federal Reserve Building stand apart, will never be captured again, and are only being replaced by flat, boring, less than midlevel finishes. I could have done a far better Renovation for 25 Million Dollars, completely maintaining the MAGNIFICENCE of the structure, and had money left over. They completely destroyed the Beauty and Glorious History of the Building. This is Jerome Powell’s fault, and he should be forced to resign, IMMEDIATELY! If he doesn’t resign, he should be sued, at the highest level, by the United States Government, for either corruption or incompetence, both of which are completely unacceptable…And no, I do not want this Building named after President Donald J. Trump, ME! Thank you for your attention to this matter. President DONALD J. TRUMP
[BLOOMBERG]
FED’S COOK: INFLATION HAS BEEN TOO HIGH FOR TOO LONG Fed Governor Lisa Cook says she remains committed to bringing inflation back to target while preserving labor-market strength.库克没有直接对今天疲软的通胀数据或十月份的利率决定发表评论。她
FED’S COOK: INFLATION HAS BEEN TOO HIGH FOR TOO LONG Fed Governor Lisa Cook says she remains committed to bringing inflation back to target while preserving labor-market strength. Cook did not comment directly on today’s softer inflation data or the October rate decision. Her
[BLOOMBERG]
五角大楼将建立新的无人机作战小组 据参议员蒂姆·希伊 (Tim Sheehy) 介绍,国防部长皮特·赫格斯 (Pete Hegseth) 正在建立一个针对无人机、自主系统和国防机器人的常设五角大楼组织。五角大楼正在为其国防自主寻求 546 亿美元
PENTAGON TO CREATE NEW DRONE WARFARE GROUP Defense Secretary Pete Hegseth is establishing a permanent Pentagon organization for drones, autonomous systems and defense robotics, according to Sen. Tim Sheehy. The Pentagon is seeking $54.6 billion for its Defense Autonomous
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特朗普将公布韩国 2000 亿美元投资预计特朗普总统将宣布韩国对美国能源项目投资 2000 亿美元,其中包括八座核电站、德克萨斯州一座发电厂和阿拉斯加液化天然气项目。该包代表了第一个
TRUMP SET TO UNVEIL $200 BILLION SOUTH KOREAN INVESTMENT President Trump is expected to announce $200 billion in South Korean investment in U.S. energy projects, including eight nuclear power plants, a Texas power facility and Alaska LNG. The package represents the first
[BLOOMBERG]
*OPENAI 首席执行官 SAM ALTMAN 将跳过关于人工智能的国会听证会:NBC
*OPENAI CEO SAM ALTMAN TO SKIP CONGRESS HEARING ON AI: NBC
[BLOOMBERG]
叙利亚称天然气管道爆炸后三座发电厂停止运行-国家通讯社
SYRIA SAYS THREE POWER PLANTS GONE OUT OF SERVICE AFTER GAS PIPELINE EXPLOSION -STATE NEWS AGENCY
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*美国最大电网暂停新数据中心电力拍卖计划
*BIGGEST US GRID SUSPENDS PLAN FOR NEW DATA CENTER POWER AUCTION
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白宫表示韩国将投资美国能源
WHITE HOUSE SAYS S. KOREA TO INVEST IN US ENERGY
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*白宫:韩国计划投资数十亿美元
*WHITE HOUSE: SOUTH KOREA PLANS TO INVEST BILLIONS
[BLOOMBERG]
参议员们将推迟到 11 月才能获得永久中国汽车禁令的批准 - 助手
SENATORS WILL DELAY ATTEMPT TO WIN APPROVAL OF PERMANENT CHINESE CAR BAN UNTIL NOVEMBE, - AIDES
[BLOOMBERG]
据《华尔街日报》报道,沃尔格林 (WALGREENS) 所有者出售 Boots 的金额接近 90 亿美元 据《华尔街日报》报道,沃尔格林 (Walgreens) 所有者 Sycamore Partners 即将达成协议,以近 90 亿美元(含债务)出售 Boots。据报道,买家是韦斯顿家族的加拿大分支机构,该家族控制着一家大型食品和药房
WALGREENS OWNER NEARS $9 BILLION BOOTS SALE Walgreens owner Sycamore Partners is nearing a deal to sell Boots for close to $9 billion including debt, according to the WSJ. The buyer is reportedly the Canadian arm of the Weston family, which controls a major food and pharmacy
[BLOOMBERG]
SYCAMORE 合作伙伴正在洽谈出售英国药房连锁靴子,消息人士称 SYCAMORE 合作伙伴正在洽谈出售英国药房连锁靴子,消息人士称加拿大韦斯顿家族手臂正在洽谈以近 90 亿美元购买靴子,消息人士称 SYCAMORE 已购买沃尔格林仅需 24 美元
SYCAMORE PARTNERS IN TALKS TO SELL U.K. PHARMACY CHAIN BOOTS, SOURCES SAY SYCAMORE PARTNERS IN TALKS TO SELL U.K. PHARMACY CHAIN BOOTS, SOURCES SAY CANADIAN ARM OF WESTON FAMILY IN TALKS TO BUY BOOTS FOR CLOSE TO $9 BILLION, SOURCES SAY SYCAMORE BOUGHT WALGREENS FOR $24
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$SNPS - OPENAI 和 SYNOPSYS 宣布 GPT-SYNOPSYS:前沿智能彻底改变芯片设计
$SNPS - OPENAI AND SYNOPSYS ANNOUNCE GPT-SYNOPSYS: FRONTIER INTELLIGENCE TO REVOLUTIONIZE CHIP DESIGN
[BLOOMBERG]
Federated Hermes:目前还不要急于买入债券 美国国债收益率已达到一代人以来的最高水平,但 Federated Hermes 首席信息官 R.J.加洛表示,利率波动性加大意味着现在大举买入可能还为时过早。他警告称,另一波债券基金抛售可能会
FEDERATED HERMES: DON’T RUSH INTO BONDS YET Treasury yields are at some of their highest levels in a generation, but Federated Hermes CIO R.J. Gallo says elevated rate volatility means it may be too early to buy aggressively. He warns another wave of bond-fund selling could
[BLOOMBERG]
标准普尔 500 指数全幅闪烁罕见警告 等权重标准普尔 500 指数将连续第七周下跌——这种情况此前只在 2002 年和 2022 年熊市期间出现过两次。然而,标普 500 指数总体保持稳定,科技巨头掩盖了更深层次的疲软
S&P 500 BREADTH FLASHES RARE WARNING The equal-weight S&P 500 is heading for a seventh straight weekly decline — something seen only twice before, during 2002 and 2022 bear markets. Yet the headline S&P 500 remains broadly stable, as tech megacaps mask deeper weakness
[BLOOMBERG]
意大利将欧盟与西班牙申根自由边界协议的暂停期限延长至十月中旬 - 声明
ITALY PROLONGS UNTIL MID-OCTOBER SUSPENSION OF EU'S SCHENGEN FREE BORDER AGREEMENT WITH SPAIN - STATEMENT
[BLOOMBERG]
SPACEXAI 考虑以 100 美元订阅 GROK “ULTRA” 据彭博社报道,埃隆·马斯克 (Elon Musk) 的 SpaceXAI 正在考虑结合 Grok 和 X 的四层订阅模式。据报道,计划范围从免费套餐到每月 100 美元的“Ultra”套餐,其中包括使用 Grok Bot
SPACEXAI CONSIDERS $100 GROK “ULTRA” SUBSCRIPTION Elon Musk’s SpaceXAI is considering a four-tier subscription model combining Grok and X, Bloomberg reports. Plans reportedly range from a free tier to a $100-per-month “Ultra” package, which would include access to the Grok Bot
[BLOOMBERG]
*特朗普:过去三天石油从霍尔木兹流出的量创历史新高
*TRUMP: HISTORIC FLOWS OF OIL OUT OF HORMUZ IN LAST 3 DAYS
[BLOOMBERG]
*特朗普就伊朗问题:你很快就会看到事情发生
*TRUMP ON IRAN: YOU WILL SEE THINGS HAPPENING VERY SOON
[BLOOMBERG]
ANTHROPIC:《克劳德政府》现已全面上市
ANTHROPIC: CLAUDE FOR GOVERNMENT IS NOW GENERALLY AVAILABLE
[TRUMP_TRUTH]
今天,我很高兴地宣布,最后一批美军即将离开伊拉克!已经有很长一段时间了,非常糟糕的决策让我们首先陷入了这个泥潭,但很快,这将成为历史的一部分。这对美国来说是一个伟大的日子,重要的是,我们离开伊拉克时,伊拉克迎来了一位出色的新总理阿里·扎伊迪,我从一开始就支持并完全赞同他。他赢得了一场原本没有预料到的选举,而且以压倒性优势赢得了胜利!“固有决心行动”于 2003 年在乔治·W·布什 (George W. Bush) 总统任期内启动,并于 2014 年在巴拉克·侯赛因·奥巴马 (Barack Hussein Obama) 和瞌睡乔·拜登 (Sleepy Joe Biden) 政府的领导下继续进行,“固有决心行动”于 2026 年在唐纳德·J·特朗普 (Donald J. Trump) 总统的领导下结束。这一天是美国的胜利,是伊拉克的胜利,也是对伊斯兰国的决定性胜利,伊斯兰国已被第一任期的特朗普政府和其他非常糟糕和危险的参与者彻底摧毁。与阿富汗不同的是,阿富汗留下了许多军事装备和其他一切,13名战士死亡,其中许多人受重伤,联军部队和装备有序离开埃尔比勒空军基地,标志着一次非常昂贵的地狱之旅的结束。我设定了明确的任务,为我们的指挥官提供了完成任务的工具,并拒绝让临时存在成为永久存在。我可以选择留下或离开,毫无疑问,我觉得是时候让美国回家了!扎伊迪总理非常出色,希望他能够很好地处理事情。我们是来对抗哈里发国的。不再有哈里发国。我们要回家了!唐纳德·J·特朗普总统
Today, I am pleased to announce, that the last American Forces are leaving Iraq! It has been a long time, with very bad decision-making that got us involved in this quagmire in the first place, but soon, that will be part of History. This is a Great Day for America and, importantly, we leave with Iraq having a wonderful new Prime Minister, Ali al-Zaidi, somebody I supported from the beginning and fully endorsed. He won an Election that he was not expected to win, and did so, in a landslide!Launched in 2003 under the presidency of George W. Bush, and continued under the Administration of Barack Hussein Obama in 2014, and Sleepy Joe Biden, Operation Inherent Resolve ends in 2026 under the leadership of President Donald J. Trump. This Day is a victory for the United States, a victory for Iraq, and a decisive victory over ISIS, which has been completely decimated by the Trump Administration, First Term, along with other very bad and dangerous players. Unlike Afghanistan, where much Military Equipment and everything else was left behind, and 13 Warriors lie dead, with many badly wounded, this orderly departure of Coalition forces and equipment from Erbil Air Base marks the end of a very expensive excursion into Hell. I set a clear mission, gave our Commanders the tools to finish it, and refused to let a temporary presence become a permanent one. I had a choice to stay or to leave, and felt, without question, that it was time for America to go home! Prime Minister al-Zaidi, is outstanding, and he will hopefully be able to handle things very well. We came to fight a caliphate. There is no longer a caliphate. We are going home! President DONALD J. TRUMP

II. DOMESTIC · 金十 / 财联社 / 华尔街见闻

[JIN10]
近端加息预期降温仍未扭转金银弱势,高实际利率与月末去仓继续形成压力。黄金冲高回落,白银跌幅接近黄金三倍。高收益率短期压制黄金,但主权债务问题可能成为更长期利多。
[JIN10]
昆山协鑫光电:单结钙钛矿太阳能电池组件完成在轨验证任务搭载装配 金十数据10月1日讯,10月1日,昆山协鑫光电股份有限公司研制的单结钙钛矿太阳能电池组件完成在轨验证任务搭载装配,进入发射前最后准备阶段。按照任务计划,这批器件将随北京紫微宇通科技有限公司B300系列小型货运飞船升空,在距地面约360公里、倾角41.5度的近地圆轨道上开展性能验证。这是国内钙钛矿电池面向空间电源应用的一次重要工程试验。
[JIN10]
纽元兑美元NZD/USD跌至0.5618,为2025年11月以来最低水平。
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【美光科技CFO:2027财年第一财季收入将达615亿美元 各季度毛利率预计逐步回升】财联社10月1日电,美光科技首席财务官Mark Murphy在财报电话会上表示,2027财年第一财季收入将达615亿美元,每股收益38.15美元,环比继续攀升,并明确指出这一季度将是2027财年全年毛利率的低点,此后各季度毛利率预计逐步回升。
[JIN10]
美光科技CEO:目前已锁定约1500亿美元长期订单 明后年存储市场供需将比2026年更紧缺 金十数据10月1日讯,美光科技(MU.O)董事长兼CEO Sanjay Mehrotra在财报电话会上表示,美光目前已签署26项长协,锁定约1500亿美元长期订单,2027和2028年存储市场供需将比2026年更为紧缺,且“看不到供需恢复平衡的尽头”。
[JIN10]
美光科技CFO:2027财年第一财季收入将达615亿美元 各季度毛利率预计逐步回升 金十数据10月1日讯,美光科技(MU.O)首席财务官Mark Murphy在财报电话会上表示,2027财年第一财季收入将达615亿美元,每股收益38.15美元,环比继续攀升,并明确指出这一季度将是2027财年全年毛利率的低点,此后各季度毛利率预计逐步回升。
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【美光科技CEO:HBM需求增速将持续跑赢传统DRAM直至2028年】财联社10月1日电,美光科技董事长兼CEO Sanjay Mehrotra在财报电话会上表示,结构性的供需增长率差距导致了持续的供应紧张,即使考虑到行业新增的DRAM洁净室空间计划,在强劲的需求趋势(包括客户不断提出的增量要求)下,我们看不到供需何时能恢复平衡的拐点。行业HBM需求增速将持续跑赢传统DRAM直至2028年。Sanjay Mehrotra透露,美光2027年HBM的大部分供应已经签订协议,“价格同比大幅上涨,这缩小了(HBM)与传统DRAM之间的毛利率差距。”
[JIN10]
加元跌至三个月低点,美元兑加元USD/CAD现报1.4245。
[JIN10]
纽约期银日内涨幅达1.00%,现报61.18美元/盎司。
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【美光科技CFO:2027年超过75%的产能已经获得客户承诺】财联社10月1日电,美光科技CFO Mark Murphy在财报电话会上表示,目前,美光2027年超过75%的产能已经获得客户承诺,且当下与客户的大多数谈判已经围绕2028年展开。
[JIN10]
华为Mate90全系搭载旗舰τ芯片 金十数据10月1日讯,10月1日,华为举行Mate90系列及全场景新品发布会,华为常务董事、产品投资评审委员会主任、终端BG董事长余承东在会上表示,华为Mate90全系搭载旗舰τ芯片,整机在CPU、GPU、NPU方面性能跃升。
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【美光科技:2027财年上半年资本支出约为250亿美元 下半年将更高】财联社10月1日电,美光科技预计2027财年上半年的资本支出约为250亿美元,下半年将更高,且大部分增量将用于新建晶圆厂(建筑支出)而非单纯的设备采购。美光科技CFO Mark Murphy解释称,这完全是因为长单提供了足够的需求能见度,且新建绿地工厂需要极长的提前量。
[JIN10]
美光科技:2027财年上半年资本支出约为250亿美元 下半年将更高 金十数据10月1日讯,美光科技(MU.O)预计2027财年上半年的资本支出约为250亿美元,下半年将更高,且大部分增量将用于新建晶圆厂(建筑支出)而非单纯的设备采购。美光科技CFO Mark Murphy解释称,这完全是因为长单提供了足够的需求能见度,且新建绿地工厂需要极长的提前量。
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财联社10月1日电,理想汽车9月交付31,817辆,同比下降6.3%。
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【三峡枢纽2026年前三季度通过量达1.2亿吨】财联社10月1日电,据长江三峡通航管理局统计数据,2026年前三季度,三峡枢纽累计通过量达1.2亿吨,共保障49.9万人次旅客、3449.2万吨民生物资、2368.9万吨重点物资安全过坝,持续为长江黄金水道效益发挥和沿江地方经济发展注入强劲动力。
[WSCN]
【华尔街见闻】理想汽车9月交付量31817辆,同比下降6.3%。
[WSCN]
【华尔街见闻】华为Mate90全系搭载旗舰τ芯片 10月1日,华为举行Mate90系列及全场景新品发布会,华为常务董事、产品投资评审委员会主任、终端BG董事长余承东在会上表示,华为Mate90全系搭载旗舰τ芯片,整机在CPU、GPU、NPU方面性能跃升。
[WSCN]
【华尔街见闻】韩国9月出口1200亿美元创新高,半导体出口额同比大增262.8% 韩国产业通商部1日表示,韩国9月出口额同比增长83.5%,为1209.4亿美元,创下单月最高纪录。前9个月累计出口额突破8000亿美元,已远超去年全年水平。9月半导体出口额为603亿美元,同比大增262.8%,首次突破600亿美元。(韩联社)
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【美光科技CFO:2026财年Q4产生332亿美元自由现金流 计划从2026年12月9日开始增加股票回购】财联社10月1日电,美光科技首席财务官Mark Murphy在财报电话会上表示,2026财年第四财季,美光科技产生了惊人的440亿美元运营现金流和332亿美元自由现金流。随着时间推移,我们预计将把100%的超额现金返还给股东。我们打算从2026年12月9日(即我们签署《芯片法案》最终协议两周年之际)开始增加资本返还,主要通过股票回购来实现。
[JIN10]
金十图示:2026年10月01日(周四)亚太市场股市指数(盘初)
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【美光科技CEO:目前已锁定约1500亿美元长期订单 明后年存储市场供需将比2026年更紧缺】财联社10月1日电,美光科技董事长兼CEO Sanjay Mehrotra在财报电话会上表示,美光目前已签署26项长协,锁定约1500亿美元长期订单,2027和2028年存储市场供需将比2026年更为紧缺,且“看不到供需恢复平衡的尽头”。
[WSCN]
【华尔街见闻】三峡枢纽2026年前三季度通过量达1.2亿吨 据长江三峡通航管理局统计数据,2026年前三季度,三峡枢纽累计通过量达1.2亿吨,共保障49.9万人次旅客、3449.2万吨民生物资、2368.9万吨重点物资安全过坝,持续为长江黄金水道效益发挥和沿江地方经济发展注入强劲动力。(央视新闻)
[JIN10]
理想汽车(LI.O):10月将推出新款理想i6,并将在巴黎车展首次亮相欧洲市场。
[JIN10]
2026国庆档新片票房破8000万 金十数据10月1日讯,据灯塔专业版,截至10月1日10时02分,2026年国庆档新片总票房(含点映及预售)突破8000万,《神探之痕迹》《什么意思夫妇》《小猪佩奇·完美假期》《野兽之心》《重生2》暂列前五。 ​​​
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财联社10月1日电,理想汽车9月交付31,817辆。
[JIN10]
理想汽车(LI.O):2026年9月交付31,817辆汽车。截至2026年9月30日,理想汽车累计交付量达到1,833,651辆。9月,新款理想L6交付量超过1万辆。
[WSCN]
韩国9月出口1200亿美元创新高,半导体出口额同比大增262.8% 韩国产业通商部1日表示,韩国9月出口额同比增长83.5%,为1209.4亿美元,创下单月最高纪录。前9个月累计出口额突破8000亿美元,已远超去年全年水平。9月半导体出口额为603亿美元,同比大增262.8%,首次突破600亿美元。(韩联社)
[WSCN]
华为Mate90全系搭载旗舰τ芯片 10月1日,华为举行Mate90系列及全场景新品发布会,华为常务董事、产品投资评审委员会主任、终端BG董事长余承东在会上表示,华为Mate90全系搭载旗舰τ芯片,整机在CPU、GPU、NPU方面性能跃升。
[WSCN]
理想汽车9月交付量31817辆,同比下降6.3%。
[WSCN]
【华尔街见闻】日本30年期国债收益率上升6个基点至4.200%。 日本10年期国债收益率上升5个基点至3.11%。
[JIN10]
持刀强闯我使馆 日本前自卫队员村田晃大否认部分罪名 金十数据10月1日讯,围绕日本前自卫队队员村田晃大强闯中国驻日本大使馆一事,当地时间1日,东京地方法院举行首次庭审。被告村田晃大对部分起诉内容予以否认。村田晃大承认犯有入侵建筑物罪和违反《枪刀法》罪,但对威胁使馆工作人员的胁迫罪予以否认。今年3月24日,村田晃大携刀翻墙强行闯入中国驻日本大使馆,威胁杀害中国外交人员,随后被警方逮捕。日本检方以入侵建筑物、威胁使馆工作人员等罪名对其提起公诉。中国驻日使馆就闯馆事件提出严正交涉并表示强烈抗议,要求日方作出负责任的交代。然而,日方仅表示“遗憾”,并未道歉。
[JIN10]
日本30年期国债收益率上升6个基点,至4.200%。
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【日本央行会议纪要确认政策重点是防止通胀超出目标】财联社10月1日电,日本央行在上个月的政策会议纪要中确认,其政策重点已转向防止通胀超过目标水平。在此会议上,该行将政策利率上调至1995年以来最高水平。该纪要可能进一步强化市场对日本央行今年将再次加息的预期。在会议纪要公布前,掉期市场显示,交易员认为日本央行在12月底之前再次加息的概率超过95%,而在央行10月30日下一次政策会议上加息的概率约为21%。
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财联社10月1日电,美元/日元上涨0.5%,至158.20。
[JIN10]
美元兑日元USD/JPY日内涨幅扩大至0.50%,现报158.19。
[JIN10]
金十图示:2026年10月01日(周四)中国工商银行账户贵金属行情
[JIN10]
瑞银:澳大利亚企业贷款韧性或超市场预期 金十数据10月1日讯,瑞银分析师认为,澳大利亚企业贷款的表现将比市场预期更具持续性。分析师通过梳理监管机构的行业数据发现,尽管宏观经济环境存在不确定性,企业贷款在8月仍保持强劲增长,增速超过住房贷款。在大型银行中,澳大利亚联邦银行和澳新银行在企业贷款领域表现最强,前者占新增贷款流量的28%,后者占比为15%,而区域性银行的企业贷款增长速度超过了大型银行。
[JIN10]
澳洲联储:私人信贷市场暂不构成系统性金融稳定风险 金十数据10月1日讯,澳洲联储淡化了近期一家大型房地产开发商倒闭引发的担忧,称该公司及其私人信贷领域的贷款方目前并不构成系统性金融稳定风险。澳洲联储在周四发布的半年期《金融稳定评估》中表示:“近年来,私人信贷市场有所增长,但其规模较小且结构特点意味着,目前并不构成系统性金融稳定风险。”不过该行也指出,“部分私人信贷基金的不透明做法可能使个别投资者面临未知风险。”尽管报告没有点名住宅建筑商Bathla Group,但表示近期“一家大型建筑商和开发商”的破产事件中,“近年来过度承担风险所导致的公司自身因素似乎发挥了关键作用”。本月早些时候,Bathla进入破产程序,引发市场对当地私人信贷市场可能出现更广泛金融传染的担忧。
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金十图示:2026年10月01日(周四)亚盘市场行情
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财联社10月1日电,日本30年期国债收益率上升5个基点至4.19%。
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【普信集团:美国10年期国债收益率有充分理由升至6%】财联社10月1日电,美国资管公司T.Rowe Price(普信集团)多资产全球收益策略的联席投资组合经理David Clewell表示,10年期美国国债收益率5%的水平一直是投资人关注的重要心理关口。鉴于美国经济增长展现韧性,10年期美债收益率升向5.5%至6%,是有充分理由支持的情境。
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中国地震台网正式测定:10月01日09时26分在内蒙古包头市达尔罕茂明安联合旗(北纬42.38度,东经109.63度)发生3.3级地震,震源深度20千米。
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韩国总统李在明:韩国将在2030年代中期前建造核动力潜艇。
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澳洲联储金融稳定评估报告:小型企业和能源密集型企业面临的现金流压力将增加。
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澳洲联储金融稳定评估报告:大多数企业状况良好,能够管理较高成本,部分企业正将成本转嫁给客户。
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澳洲联储金融稳定评估报告:自住型借款人中现金流出现短缺的比例仍较低,约为2%。
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澳洲联储金融稳定评估报告:家庭和企业部分领域存在压力,但整体仍具韧性,贷款逾期率较低。
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【武汉:8月28日起,新出让土地的商品住房项目,优先选择现房销售】财联社10月1日电,武汉市住房和城市更新局、武汉市自然资源和城乡建设局、武汉市地方金融管理局发布关于贯彻落实《关于完善商品住房销售制度的通知》的实施意见。其中提到,稳步开展现房销售。2026年8月28日起,新出让土地的商品住房项目,优先选择现房销售。房地产开发企业在办理不动产首次登记后,应制定现房销售方案,报市住房管理部门备案后,按现房销售方案组织销售。 规范现房定金销售行为。实行现房销售的商品住房项目,房地产开发企业取得建筑工程施工许可证后,应制定定金销售方案并报市住房管理部门备案,市房产交易中心同步在项目主办银行开立定金监
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澳洲联储金融稳定评估报告:银行有能力应对住房市场出现重大恶化。
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三峡枢纽2026年前三季度通过量达1.2亿吨 据长江三峡通航管理局统计数据,2026年前三季度,三峡枢纽累计通过量达1.2亿吨,共保障49.9万人次旅客、3449.2万吨民生物资、2368.9万吨重点物资安全过坝,持续为长江黄金水道效益发挥和沿江地方经济发展注入强劲动力。(央视新闻)
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澳洲联储金融稳定评估报告:处于负资产状态的借款人比例不到1%,家庭资产负债表仍然强劲。
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财联社10月1日电,日本央行会议纪要确认政策重点是防止通胀超出目标。
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日本30年期国债收益率上升6个基点至4.200%。 日本10年期国债收益率上升5个基点至3.11%。
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澳洲联储金融稳定评估报告:家庭和企业状况良好,能够应对经济放缓和房价下跌。
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澳洲联储金融稳定评估报告:即使房价进一步下跌20%,处于负资产状态的抵押贷款占比也仅为5%。
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现货价格 2026年10月01日讯,今日全国内三元生猪价格涨跌情况一览
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现货价格 2026年10月01日讯,今日全国外三元生猪价格涨跌情况一览
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美元兑日元USD/JPY站上158,日内涨0.39%。
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澳大利亚8月商品及服务贸易帐 4.95亿澳元,预期20亿澳元,前值19.23亿澳元。
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澳大利亚8月出口月率 3.7%,前值-3.30%。