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]
伊朗石油部长因美国封锁而辞职;哈米德·博瓦尔德 (Hamid Bovard) 临时负责: https://openthemagazine.com/world/iran-oil-minister-resigns-amid-us-blockade-hamid-bovard-takes-interim-charge
Iran Oil Minister Resigns Amid US Blockade; Hamid Bovard Takes Interim Charge: https://openthemagazine.com/world/iran-oil-minister-resigns-amid-us-blockade-hamid-bovard-takes-interim-charge
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Let’s talk about this COMPLETE AND TOTAL LOSER, Bill Maher. He’s got a Low Rated Show on equally Low Rated HBO, which was once, long ago, a Network of Quality and Excitement — But that’s all gone. It’s not “HOT” anymore! Maher’s friend and business associate, Chuck LaBella, was also a friend of mine, worked on The Top Hit Show, The Apprentice, as a “gofer” and, because of the success of that show, Number One and Top Rated on many weeks, with the Finale’ being among the Top Shows of the Year, he was automatically and quickly brought up through the Ranks of NBC, along with everyone else associated with that Historic “Happening.” The Success of the Apprentice was so great that everyone partook — It built many careers, and that is a wonderful thing. Some people say it even built my career, because I became President (I would have won without it!). In any event, over the last few years, LaBella would call me nonstop to say, “Hello,” be very nice, and tell me how much Bill Maher “loves” and respects me, and would constantly ask of me, even before I was President, for any form of meeting with Maher and, would I do his show? When I became President, I agreed to meet, after the first one, and the last one, but never agreed to do his show, which he wants me to do, DESPARATELY — It won’t happen! When I have watched the show, which isn’t often, it always ends with dishonesty, about me at least, but, who cares? He doesn’t think it was a good thing to take the Nuclear Weapon away from Iran, which shows you that he is not very smart. If I allowed them to obtain a Nuclear Weapon, the World would be a different place right now! Using Fake Polls, he also said I had my Lowest Ratings so far, “and even the Republican Party doesn’t like him,” but that’s not true. I have High Ratings and, more importantly, he said that I’m losing the support and approval of the Republican Party when, in fact, CNN just came out with a Poll showing that I’m at 98 and 99% support within the Republican Party, an All Time Record High. Ronald Reagan was at 86%. CNN’s Harry Enten also said I am “The Most Influential President of the Last Century.” CNN did another Poll at who was the Most Popular Person in the History of the Republican Party, and I won that, too, with me being at 53%, Ronald Reagan being at 18%, and Abraham Lincoln being at 8%, and these are CNN Polls, people not exactly in love with me, so, Bill Maher lied, but he lies about everything, and I believe he lied to me when I asked him, with all the applause and laughter he gets after almost everything he says, about thing that aren’t funny or even any good, what Laughter Machine does he use? People can’t think he’s funny. I didn’t know Bill, he didn’t know me, and that was OK. Then Chuck LaBella, and my friend, Kid Rock, called me incessantly about meeting with Bill Maher. My first response was, “Fellas, this guy’s a Goofball.” They said, “He wants to go down to the White House, be with you, and talk. He said you’re very smart, but you’re not into the Liberal Platform. Will you start thinking about it?” He invited himself to the White House! We had our first meeting, Bill was very nervous. He asked for a drink. He was very insecure, and he had a seriously bruised eye and nose area, as though somebody had just beaten him up — But it wasn’t me! No sooner had we had that first dinner at the White House, which is a very seductive and beautiful place, especially now that I have fully renovated and fixed it in the style which it deserves, Bill wanted to come back. The Gofer called me multiple times, saying how much Bill loves me, that he respects me more than anybody, and wants to come back for a second meeting. After ten calls from Chuck LaBella, it seemed that these guys were serious, and wanted to learn more, because their Policies are so bad, it’s ridiculous! Also, I wanted to tell Bill that he’s a major POTHEAD. He’s got to stop, it’s very bad for his health. He looked like hell this time. Bill was drunk and had alcohol in his hand as he walked through the White House. Stephen A. Smith and Kid Rock came along with him. Overall, I thought it was a good meeting. It didn’t last four hours, it lasted two hours, maybe less, and everybody was happy. We have the timestamps. I learned nothing, and felt it was a waste of time. After the first dinner, Bill Maher was friendly, I guess, everyone walked away pleased. He gave me a good first show, with lots of Laughing Machine laughter, which is a real term, but it is what it is, and then reverted back to his former self, and his old ways. I understand that. He’s doing his thing. I never took it very personally. I would always mock his Low Ratings, whenever I heard. He’s not a nice guy, and what he spouts isn’t what he believes. He has to cater to his base, which is mostly composed of Losers, and people who don’t like working. It’s why, for so long, I didn’t get another call from Chuck LaBella, and I didn’t miss him one bit. After the second dinner, Bill’s “show” was far worse than the first. He went crazy! He’s gutless, because he enjoyed every minute. Also, I am not a building a swimming pool in the White House Briefing Room, and never had any intention of doing so. I am thinking about moving the Press, and putting them in a different location, but I will use that location for very badly needed space. Bill also attacked our Great Republican Candidates, when he knows my Endorsement Record is 98% in the House, and 100% in the Senate, so how can he make a false statement like this? These Statistics are FACTS, and he should speak about them, but he won’t, because he is very unfair! Karoline Leavitt was GREAT on the show, but she started with a biased, dumb SLEAZEBAG, asking questions. She defended me, and herself, so well, but couldn’t be comfortable going against Lie after Lie. Importantly, Bill lied about all of the Illegal Voters in the Radical controlled, decrepit, and devastated State of California. Just in the last few days alone, they found 20,000, and the number could easily go to over 1,000,000. There were so many other falsehoods Bill spewed, but I won’t waste time in FACT CHECKING him. He isn’t worth it. Bill: Don’t call anymore. It’s useless, and tell Chuck LaBella not to call so much, and say how much you love “TRUMP,” and want to get together, because you’re a hopeless guy, who is just trying to cater to your small group of “fans.” You’re also a coward who is afraid to tell the truth about how well our Country is running because of your few “fans,” and how badly the Dumocrats have done, almost destroying the U.S.A. If I hadn’t won the Election, it would be DEAD! Also, turn your Laugh Machine off, it’s a joke when they laugh uncontrollably, even when you say nothing funny, and I’m going to have the Republicans not cover you anymore, because they try to talk about you as a guy who is transformative. You’re not transformative, you’re a Loser! I never watched your show much, but I will never watch it again, because it is nothing more than FAKE NEWS that America, and the World, is unfortunately subjected to. Thank you for your attention to this matter. President DONALD J. TRUMP
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我很自豪地宣布该国最新的旗舰国家公园,亚利桑那州的奇里卡瓦国家公园!在我的第一个任期内,我签署了《伟大的美国户外活动法案》,这是历史上对国家公园最大的投资之一,并在伟大的西弗吉尼亚州指定了一个新的国家公园,这意味着我现在已经为所有美国人提供了第 63 个和第 64 个国家公园。没有其他总统能够为美国和亚利桑那州完成这一任务,我热爱这个州并赢得了巨大的胜利!祝贺伟大的共和党国会议员和美国第一爱国者胡安·西斯科马尼 (Juan Ciscomani) 取得重大胜利,使该法案在国会获得通过。祝贺该州所有其他伟大的国会议员,包括安迪·比格斯、大卫·施韦克特、伊莱·克兰、阿贝·哈马德和保罗·戈萨尔。我们正在让我们的公园和亚利桑那州再次变得伟大!唐纳德·J·特朗普总统查看图片查看图片
I am proud to announce the NEWEST FLAGSHIP NATIONAL PARK in the Country, CHIRICAHUA NATIONAL PARK in ARIZONA! In my First Term, I signed the GREAT American Outdoors Act, one of the LARGEST Investments in National Parks in HISTORY, and designated a new National Park in the Great State of West Virginia, meaning, I’ve now given ALL Americans their 63rd and 64th National Park. No other President was able to get this done for America, and Arizona, a State I love and won BIG! Congratulations to GREAT Republican Congressman and America First Patriot Juan Ciscomani for his MAJOR WIN passing this Bill through Congress. Congratulations to all of our other Great Congressmen in the State, including Andy Biggs, David Schweikert, Eli Crane, Abe Hamadeh, and Paul Gosar. We are MAKING OUR PARKS, AND ARIZONA, GREAT AGAIN! President DONALD J. TRUMPView imageView image
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利比亚人民自豪、坚韧、好客,值得和平与繁荣。美国和利比亚在打击恐怖主义方面拥有强大而持久的伙伴关系,在我们共同击败利比亚伊斯兰国的历史性成功的基础上再接再厉。我们尊重利比亚人民以及勇敢的利比亚人在与我们两国人民的共同敌人伊斯兰国作战中所做出的牺牲,但利比亚不能继续成为非法移民的走廊,这种情况必须立即结束。美国仍然坚定地致力于加强我们的双边关系,支持利比亚和利比亚机构期待已久的统一,并在利比亚人民向成功的全国选举过渡时与他们站在一起。利比亚人民多年来一直是恐怖主义和外国干涉的受害者。我希望他们团结起来,夺回主权,拥有他们应得的和平、繁荣的未来!唐纳德·J·特朗普总统
The Libyan people are proud, resilient, hospitable, and deserving of peace and prosperity. The United States and Libya share a strong and enduring partnership in combating terrorism, building on our historic success in defeating ISIS in Libya together. We respect the Libyan people and the sacrifices that brave Libyans made fighting ISIS, the common enemy of both our peoples, but Libya cannot remain a corridor for illegal migration, and this must end now.The United States remains firmly committed to strengthening our bilateral relationship, supporting the long-awaited unification of Libya and Libya’s institutions, and standing with the Libyan people as they transition toward successful national elections. The Libyan people have been victims of terrorism and foreign meddling for years. I want them to unite, take back their sovereignty, and have the peaceful, prosperous future they deserve! President DONALD J. TRUMP
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RT: https://truthsocial.com/users/realDonaldTrump/statuses/117462449149582042To the people of Israel, to those who haven’t seen it, I am attaching the Endorsement I gave one week ago to your Prime Minister, Bibi Netanyahu. As everyone is aware, including the enemy, Bibi and I have had a great relationship in winning together. I did the Venezuelan attack, one of the most successful Military Operations in History but, before that, we did Operation Midnight Hammer, stopping the World’s Number One State Sponsor of Terror from obtaining a Nuclear Weapon. Then we did Operation Epic Fury, and Iran now has No Navy, No Air Force, and both their Military and Economy are in shambles, including the fact that Iran’s Inflation is at 301%. The Naval Blockade has precluded them from getting Oil, and two levels of leadership, both Military and otherwise, are gone. When you go to the Polls please remember that Bibi has been an outstanding Warrior Prime Minister! Israel was called The Little Satan, with the United States being called The Big Satan, by some very evil people. There can no longer be the chant heard around the World of “Death to America, Death to Israel,” and there won’t be. Vote for Bibi Netanyahu for Prime Minister, we have to finish the job that we started! President DONALD J. TRUMPQuoted Donald J. TrumpTo the Great People of Israel:Bibi Netanyahu has been a Great Warrior Prime Minister, and an even greater Partner for Peace in combatting the Islamic Republic of Iran, with its 51 year old chant, “Death to Israel, Death to America! We will destroy the Little Satan and the Big Satan.” What Country can survive when things such as this are allowed to be said, because eventually, they always end up being true? It would have been only a question of time until Iran would have put that ominous phrase into effect, but they have been systematically destroyed, both Militarily and Financially, and unless they change their ways, rapidly, we will soon finish the job. If Israel has the wrong Leader, which would be anyone other than Bibi, America will have to do this work ourselves, and I am not inclined to do so. Bibi Netanyahu has been Strong, Brave, and Brilliant in the face of tremendous opposition, including that coming from even Israel, itself. Despite all of that, he has endured and, in fact, he has thrived! I have watched Bibi under the most trying of times. Normal men or women in such situations would have wilted under the pressure — But Bibi did not wilt, he actually got stronger, and maintains that same Strength today. This is the kind of Partner that the United States of America is demanding of Israel, a Country for which it has done so much. Please let this Letter serve to represent my Complete and Total Endorsement of Bibi Netanyahu in his upcoming Race for Re-Election as Prime Minister of Israel. BIBI NETANYAHU WILL NEVER LET YOU DOWN! Thank you for your attention to this matter.DONALD J. TRUMPPRESIDENT OF THE UNITED STATES OF AMERICA
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$SPCX - SPACEX 获得 400 亿美元债务购买 AI 芯片 埃隆·马斯克 (Elon Musk) 确认 SpaceX 已完成 400 亿美元债务融资以购买 GPU,预计将于 2027 年第一季度和第二季度交付。该公司报告:第三季度收入:14.58B 美元,同比增长 161% 资本支出:
$SPCX - SPACEX SECURES $40 BILLION IN DEBT TO BUY AI CHIPS Elon Musk confirms SpaceX has closed $40 billion in debt financing to purchase GPUs, with deliveries expected in Q1 and Q2 2027. The company reported: Q3 revenue: $14.58B, up 161% year-over-year Capital expenditures:
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*Walter Bloomberg:$SPCX - SPACEX 获得 400 亿美元债务购买 AI 芯片 埃隆·马斯克确认 SpaceX 已完成 400 亿美元债务融资,用于购买 GPU,预计将于 2027 年第一季度和第二季度交付。该公司报告:第三季度收入:14.58B 美元,同比增长 161% 资本支出:19.6B 美元,几乎是三倍 Terafab:首款测试芯片目标是 2027 年 5 月至 6 月 关键要点:在强劲的收入增长和信贷市场准入的支持下,SpaceX 正在积极扩展其人工智能基础设施 2026 年 10 月 26 日星期一 05:16:56 GMT+0800(中国标准时间)
*Walter Bloomberg: $SPCX - SPACEX SECURES $40 BILLION IN DEBT TO BUY AI CHIPS Elon Musk confirms SpaceX has closed $40 billion in debt financing to purchase GPUs, with deliveries expected in Q1 and Q2 2027. The company reported: Q3 revenue: $14.58B, up 161% year-over-year Capital expenditures: $19.6B, nearly tripling Terafab: First test chip targeted for May–June 2027 The key takeaway: SpaceX is aggressively expanding its AI infrastructure, backed by strong revenue growth and access to credit markets Mon Oct 26 2026 05:16:56 GMT+0800 (China Standard Time)
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埃隆·马斯克:SPACEX 结清了 40B 美元的 GPU 债务
ELON MUSK: SPACEX CLOSED $40B OF DEBT FOR GPUS
[BLOOMBERG]
*沃尔特·彭博社:埃隆·马斯克:SPACEX 关闭了 40B 美元的 GPU 债务 2026 年 10 月 26 日星期一 03:47:04 GMT+0800(中国标准时间)
*Walter Bloomberg: ELON MUSK: SPACEX CLOSED $40B OF DEBT FOR GPUS Mon Oct 26 2026 03:47:04 GMT+0800 (China Standard Time)
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前往密歇根州与穆斯林兄弟会的圣战成员作战——这个人永远不应该被允许进入华盛顿特区我们伟大而美丽的首都大厦的大厅。他所代表的一切对我们的国家来说都是有害的,而我们的国家现在是迄今为止世界上任何地方“最热门的”!因为我,汽车工业比以往任何时候都做得更好,工厂和工厂在全国各地建设和扩建,尤其是在密歇根州。当杜莫克拉特人关闭塞尔弗里奇空军基地时,我拯救了它,拯救了数千个工作岗位以及拥有这样一个地方所带来的声望——只有我能做到这一点!阿卜杜勒拉赫曼·穆罕默德·赛义德希望我们的国家遵守伊斯兰教法。如果确实如此,他应该是第一个尝试的人!唐纳德·J·特朗普总统
Heading to Michigan to fight a Jihadist Member of the Muslim Brotherhood — A man who should never be allowed inside the Halls of our Great and Beautiful Capital Building, in Washington, D.C. Everything he stands for is bad for our Country, which is now the “HOTTEST,” by far, anywhere in the World! Because of me, the Auto Industry is doing better than it has ever done before, with Plants and Factories being built, and expanded, all over the Country, especially in Michigan. I saved Selfridge Air Force Base when the Dumocrats were closing it down, saving thousands of Jobs and the Prestige that comes along with having such a place — Only I could have done that! Abdulrahman Mohamed El-Sayed wants our Country to go to Sharia Law. If it ever does, he should be the first that’s tried! President DONALD J. TRUMP
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*Walter Bloomberg RT TreasuryBonds.com:预测市场吸引了买卖与现实世界结果相关的合约的交易者,其价格反映了隐含概率。以下是他们与设定价格并充当交易对手的体育博彩公司的比较:2026 年 10 月 26 日星期一 00:51:11 GMT+0800(中国标准时间)
*Walter Bloomberg RT TreasuryBonds.com: Prediction markets host traders who buy and sell contracts tied to real-world outcomes, with prices reflecting implied probabilities. Here's how they compare with sportsbooks which set prices and act as the counterparty: Mon Oct 26 2026 00:51:11 GMT+0800 (China Standard Time)
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福克斯新闻花费了太多的时间来攻击共和党候选人的对手,那些热爱我们国家并拥有伟大政策和想法的人。这些美国爱国者队完全被媒体“模糊”了,而福克斯却没有提供任何帮助。如果比赛确实很接近的话,这就是这场比赛接近的唯一原因。唐纳德·J·特朗普总统
FoxNews is spending far too much time putting on the OPPONENTS of Republican Party Candidates, people that love our Country, and have Great Policies and Ideas. These American Patriots are being absolutely “blurred out” by the Media, and Fox is doing little to help. That’s the only reason this Race is close, if it is indeed close. President DONALD J. TRUMP
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美国寻求缓解紧张局势,卡塔尔在伊朗进行调解 据路透社报道,卡塔尔调解员正在德黑兰,这是与美国协调外交努力的一部分,以缓解地区紧张局势。这一举措是在人们对美国与伊朗关系重新升级的担忧加剧之际提出的
QATAR MEDIATES IN IRAN AS U.S. SEEKS TO EASE TENSIONS Qatari mediators are in Tehran as part of a diplomatic effort coordinated with the United States to de-escalate regional tensions, Reuters reports. The initiative comes amid heightened concerns over renewed U.S.–Iran
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*沃尔特·布隆伯格:美国寻求缓解紧张局势,卡塔尔在伊朗进行调解 据路透社报道,卡塔尔调解员正在德黑兰,这是与美国协调外交努力的一部分,以缓解地区紧张局势。这一举措是在人们对美国与伊朗重新爆发敌对行动的担忧加剧之际提出的。 2026 年 10 月 25 日星期日 21:35:20 GMT+0800(中国标准时间)
*Walter Bloomberg: QATAR MEDIATES IN IRAN AS U.S. SEEKS TO EASE TENSIONS Qatari mediators are in Tehran as part of a diplomatic effort coordinated with the United States to de-escalate regional tensions, Reuters reports. The initiative comes amid heightened concerns over renewed U.S.–Iran hostilities. Sun Oct 25 2026 21:35:20 GMT+0800 (China Standard Time)
[TRUMP_TRUTH]
保守党近 100 年来首次在不列颠哥伦比亚省获胜: https://justthenews.com/world/canada/conservative-party-wins-british-columbia-first-time-almost-100-years
Conservative Party wins in British Columbia for first time in almost 100 years: https://justthenews.com/world/canada/conservative-party-wins-british-columbia-first-time-almost-100-years
[BLOOMBERG]
阿波罗:人工智能在大型科技公司之外带来了“零回报” 阿波罗首席经济学家 Torsten Slok 警告称,大规模的人工智能支出尚未给美国企业界带来可衡量的生产力提升。七巨头的人均收入和利润率正在上升,但
APOLLO: AI HAS DELIVERED “ZERO PAYOFF” OUTSIDE BIG TECH Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America. Revenue per worker and profit margins are rising for the Magnificent Seven but
[BLOOMBERG]
*沃尔特·布隆伯格:阿波罗:人工智能在大型科技公司之外带来了“零回报”阿波罗首席经济学家托斯顿·斯洛克警告说,大规模的人工智能支出尚未给美国企业界带来可衡量的生产力提升。七巨头的人均收入和利润率正在上升,但标准普尔 493 指数却持平。与此同时,Gartner 估计,到 2030 年,3.5 万亿美元的人工智能基础设施支出可能面临减值风险。关键要点是:人工智能投资正在蓬勃发展,但大型科技公司以外的回报仍然难以捉摸。 2026 年 10 月 25 日星期日 18:23:48 GMT+0800(中国标准时间)
*Walter Bloomberg: APOLLO: AI HAS DELIVERED “ZERO PAYOFF” OUTSIDE BIG TECH Apollo Chief Economist Torsten Slok warns that massive AI spending has yet to deliver measurable productivity gains across corporate America. Revenue per worker and profit margins are rising for the Magnificent Seven but remain flat for the S&P 493. Meanwhile, Gartner estimates $3.5 trillion in AI infrastructure spending could face impairment risk by 2030. The key takeaway: AI investment is booming, but returns outside Big Tech remain elusive. Sun Oct 25 2026 18:23:48 GMT+0800 (China Standard Time)
[TRUMP_TRUTH]
Rob Carson 在 NEWSMAX 上发表的《WHAT IN THE WORLD》非常酷。具有一定的街头智慧品质!继续推罗布!总裁DJT
Rob Carson’s WHAT IN THE WORLD, on NEWSMAX, is very cool. A certain street smarts quality about it! Keep pushing Rob! President DJT

II. DOMESTIC · 金十 / 财联社 / 华尔街见闻

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【日本开始第25轮核污染水排海】财联社10月26日电,日本东京电力公司26日开始福岛第一核电站2026财年第7轮核污染水排海,这也是总计第25轮核污染水排放。据福岛电视台报道,本轮核污染水排放于当地时间26日11时29分(北京时间10时29分)开始。东京电力公司此前发布的资料显示,本轮排放按计划将持续至11月13日。预计排放核污染水总量约7800吨,含放射性氚总量约1.4万亿贝克勒尔。
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【恒辉安防:机器人柔性织物防护件等业务按计划持续迭代推进】财联社10月26日电,恒辉安防在互动平台表示,公司机器人柔性织物防护件、传感数据采集手套业务按计划持续迭代推进。柔性织物防护件(机器人手套、脖颈套、腰封件等)保持小批量交付节奏;传感数采手套在原有少量商品化订单基础上,持续配合客户迭代传感方案,推进多版本样品验证及产品复购。
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【长川科技:目前客户需求旺盛 产品订单充裕】财联社10月26日电,从长川科技获悉,受益于半导体行业市场需求持续回暖,目前公司客户需求旺盛、产品订单充裕。前三季度,公司测试机、分选机等核心设备出货增长,销售收入同比大幅提升;公司预计,随着业务规模持续扩大,规模效应逐步释放,盈利水平改善,将共同带动净利润同比显著增长。
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【AI行情降温 海力士相关杠杆基金将在美国退市】财联社10月26日电,两只挂钩SK海力士的杠杆交易所交易基金,在美上市仅数月后就将进行清算退市,当前市场对AI交易的投资热情正逐步降温。这两只由Tradr ETFs发行的多空产品,分别为交易者提供该韩国芯片制造商美国存托凭证(ADR)两倍的日涨跌幅杠杆、以及两倍的反向日收益。该ETF发行商在声明中表示,两只基金都将于11月12日前后完成清算。
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【已知自转最快近地小行星被确认 成功提升预警能力】财联社10月26日电,近期,中国科学院云南天文台团队联合国内外合作者,在超快自转近地小行星观测研究方面取得突破性进展,确认已知自转最快的近地小行星。相关研究结果已发表在国际天文期刊《天文学杂志》。研究结果表明,近地小行星2024 XA1的自转周期仅1.63秒,低于近地小行星2024 BX1的2.58秒,为目前已知自转速度最快的近地小行星。如此极端高速自转条件下,天体表面离心加速度远大于自身引力,证明它不是依靠引力束缚的碎石堆结构,必须依靠岩石材料自身机械强度维系整体完整,属于强度主导的固态独体,可能来自大天体碰撞碎裂等原因而形成。该研究工作不仅
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【秦安股份:未布局一体化压铸产能 也未开展相关产线建设】财联社10月26日电,秦安股份在2026年第三季度业绩说明会上表示,公司当前已形成“汽车零部件+高端真空镀膜”双主业布局。现阶段,一方面重点推进亦高光电与现有业务的协同整合,释放并购后的协同效应;另一方面也持续关注高端制造、新材料等相关领域的市场机会,积极研判符合公司战略方向的外延发展机会。公司目前未布局一体化压铸产能,也未开展相关产线建设。
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【也门首都萨那传出巨大爆炸声】财联社10月26日电,当地时间26日早间,也门首都萨那传出巨大爆炸声和战斗机飞行的声音,疑似再遭沙特主导的联军空袭。
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【新易盛:三季度产量环比增长 高速率产品放量提速】财联社10月26日电,从新易盛方面获悉,公司第三季度产品产量较第二季度保持增长,业务交付规模进一步提升。新易盛此前在投资者交流中表示,800G光模块出货量持续提升,已成为今年交付主力;1.6T产品也已进入持续放量阶段,预计下半年放量节奏将进一步加快。随着高速率产品需求持续释放,公司产品交付规模有望稳步提升。
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【财联社】【新三板股票交易风险提示要求将于11月2日起实施】记者了解到,新三板股票交易风险提示有关新要求将于2026年11月2日起实施。根据全国股转公司要求,券商主要完成四大调整:一是投资者开通新三板交易权限后60个交易日内,委托买入名单内股票的,逐笔弹窗提示(含盘中限价买入委托和大宗交易买入委托);二是买入环节两次风险提示,输入代码或简称时首次弹窗,确认买入时二次弹窗;三是名单根据股权集中度、交易流动性确定,限期有效,但不对外展示;四是券商须建立灵活可控的风险提示管理机制,配合并满足监管相应要求。
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秦安股份:未布局一体化压铸产能,也未开展相关产线建设 金十数据10月26日讯,秦安股份在2026年第三季度业绩说明会上表示,公司当前已形成“汽车零部件+高端真空镀膜”双主业布局。现阶段,一方面重点推进亦高光电与现有业务的协同整合,释放并购后的协同效应;另一方面也持续关注高端制造、新材料等相关领域的市场机会,积极研判符合公司战略方向的外延发展机会。公司目前未布局一体化压铸产能,也未开展相关产线建设。
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巴西雷亚尔11月期货亚洲时段下跌10%。
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新易盛:三季度产量环比增长 高速率产品放量提速 金十数据10月26日讯,从新易盛方面获悉,公司第三季度产品产量较第二季度保持增长,业务交付规模进一步提升。新易盛此前在投资者交流中表示,800G光模块出货量持续提升,已成为今年交付主力;1.6T产品也已进入持续放量阶段,预计下半年放量节奏将进一步加快。随着高速率产品需求持续释放,公司产品交付规模有望稳步提升。
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据CNN,美军已具备在接令后96小时内对伊发动大规模军事行动的条件。美国正调整中东人员部署,以防报复。特朗普尚未批准行动,但中期选举后是值得关注的窗口。点击查看
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【华尔街见闻】已知自转最快近地小行星被确认 成功提升预警能力 近期,中国科学院云南天文台团队联合国内外合作者,在超快自转近地小行星观测研究方面取得突破性进展,确认已知自转最快的近地小行星。相关研究结果已发表在国际天文期刊《天文学杂志》。 近地小行星指近日点距离小于1.3 AU的小行星,其中直径大于140米、与地球最小轨道交会距离小于0.05 AU的近地小行星被定义为潜在危险小行星。近地小行星撞击造成的破坏力越来越引起人们的关注与重视,因此,对近地小行星的监测预警和防御关乎全人类的共同安全。(央视新闻)
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长川科技:目前客户需求旺盛 产品订单充裕 金十数据10月26日讯,从长川科技获悉,受益于半导体行业市场需求持续回暖,目前公司客户需求旺盛、产品订单充裕。前三季度,公司测试机、分选机等核心设备出货增长,销售收入同比大幅提升;公司预计,随着业务规模持续扩大,规模效应逐步释放,盈利水平改善,将共同带动净利润同比显著增长。
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沙特、土耳其、巴基斯坦高级官员将访伊 拟讨论西亚安全机制 金十数据10月26日讯,据伊朗塔斯尼姆通讯社报道,伊朗最高国家安全委员会副秘书巴盖里表示,沙特国防大臣哈立德·本·萨勒曼、巴基斯坦陆军司令阿西姆·穆尼尔以及土耳其国家情报局局长易卜拉欣·卡伦将访问德黑兰,并出席联合会议。巴盖里透露,穆尼尔此前在与伊朗最高国家安全委员会秘书穆赫辛·雷扎伊会晤时,曾告知沙特、土耳其和巴基斯坦高级官员已决定访问德黑兰,与伊朗最高国家安全委员会秘书举行会谈,并召开联合会议。巴盖里表示,沙特、土耳其和巴基斯坦可以与伊朗一道,借鉴伊朗在其所称的“第三次强加战争”期间积累的国家安全建设经验,共同推动建立由地区国家自主主导的西亚安全机制。
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恒辉安防:机器人柔性织物防护件等业务按计划持续迭代推进 金十数据10月26日讯,恒辉安防10月26日在互动平台表示,公司机器人柔性织物防护件、传感数据采集手套业务按计划持续迭代推进。柔性织物防护件(机器人手套、脖颈套、腰封件等)保持小批量交付节奏;传感数采手套在原有少量商品化订单基础上,持续配合客户迭代传感方案,推进多版本样品验证及产品复购。
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【华尔街见闻】新易盛:三季度产量环比增长 高速率产品放量提速 从新易盛方面获悉,公司第三季度产品产量较第二季度保持增长,业务交付规模进一步提升。新易盛此前在投资者交流中表示,800G光模块出货量持续提升,已成为今年交付主力;1.6T产品也已进入持续放量阶段,预计下半年放量节奏将进一步加快。随着高速率产品需求持续释放,公司产品交付规模有望稳步提升。(证券时报)
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日本开始第25轮核污染水排海 金十数据10月26日讯,日本东京电力公司26日开始福岛第一核电站2026财年第7轮核污染水排海,这也是总计第25轮核污染水排放。据福岛电视台报道,本轮核污染水排放于当地时间26日11时29分(北京时间10时29分)开始。东京电力公司此前发布的资料显示,本轮排放按计划将持续至11月13日。预计排放核污染水总量约7800吨,含放射性氚总量约1.4万亿贝克勒尔。
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中航成飞:公司将参加今年珠海航展 金十数据10月26日讯,中航成飞在互动平台表示,公司将参加今年珠海航展,航空工业集团将统筹下属公司参展活动。
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【华尔街见闻】早间要闻汇总 创业板指半日跌1.65%,大消费板块逆势走强。 恒指半日涨0.4%,恒生科技指数跌0.4%,美团涨超3%,MINIMAX跌超9%。 中国共产党第二十届中央委员会第五次全体会议26日上午在北京开始举行。 巴西总统卢拉在二轮选举中意外逆袭,创纪录赢得第四任期;博索纳罗拒绝承认败选,寻求法院宣布选举无效。 卢拉意外胜选颠覆“博索纳罗交易”,巴西市场或将迎来大跌。 海力士回应”16万亿韩元特别股息报道”:将于周三公布股东回报措施。
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日本30年期国债收益率上升0.5个基点,至3.835%。
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美国天然气期货跌近5%,至2.51美元/百万英热。
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招商证券国际:降特斯拉目标价近20%至354美元 金十数据10月26日讯,招商证券国际发表报告指,下调特斯拉(TSLA.O)2026至2028年预测归母净利润分别41%、44%及53%,反映研发及销售管理费用率增加、Cybercab放量节奏放缓;按分部加总估值下调目标价,由原先441美元降19.7%至354美元,维持“中性”评级。该行长远看好FSD、Robotaxi及Optimus增长空间,但短期研发及资本开支增加,规模化盈利尚待兑现。
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俄罗斯石油出口渠道在受制裁后发生变化,少数中间商的重要性随之上升。一名前俄罗斯石化高管与贸易商的诉讼,将这套贸易网络推至聚光灯下。
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金十图示:2026年10月26日(周一)黄金ETF持仓报告
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金十图示:2026年10月26日(周一)白银ETF持仓报告
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高盛:降紫金矿业目标价至48港元 季绩大致符合预期 金十数据10月26日讯,高盛发表研究报告指,紫金矿业(02899.HK)第三季净利润184亿元人民币,每股盈利0.69元人民币,均按年升26%,剔除一次性收益后经常性净利润180亿元人民币,按年升42%。首九个月经常性净利润568亿元人民币,相当于该行全年预测及市场预期的70%至71%,大致符合预期。该行将2026至2028年盈利预测分别下调2%、上调1%及下调5%,维持“买入”评级,列入确信名单,并将目标价由51港元下调至48港元。
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【华尔街见闻】提醒:日内请重点关注(以下均为北京时间) ① 17:00 德国10月IFO商业景气指数; ② 19:00 英国10月CBI零售销售差值; ③ 22:30 美国10月达拉斯联储商业活动指数; 微信小程序搜索“见闻历”,了解更多。
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也门首都萨那传出巨大爆炸声 金十数据10月26日讯,当地时间26日早间,也门首都萨那传出巨大爆炸声和战斗机飞行的声音,疑似再遭沙特主导的联军空袭。
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长川科技:目前客户需求旺盛 产品订单充裕 从长川科技获悉,受益于半导体行业市场需求持续回暖,目前公司客户需求旺盛、产品订单充裕。前三季度,公司测试机、分选机等核心设备出货增长,销售收入同比大幅提升;公司预计,随着业务规模持续扩大,规模效应逐步释放,盈利水平改善,将共同带动净利润同比显著增长。 (证券时报)
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【科伦药业子公司公布多项创新药物研究成果】财联社10月26日电,科伦药业发布公告,近日,公司控股子公司四川科伦博泰生物医药股份有限公司已于10月23日至27日在西班牙马德里举行的2026年欧洲肿瘤内科学会(ESMO)大会上公布多项临床研究成果,涵盖靶向人滋养细胞表面抗原2(TROP2)抗体偶联药物(ADC)芦康沙妥珠单抗(sac-TMT)(佳泰莱®)及靶向B7-H3的ADC SKB500的相关数据,其中两项芦康沙妥珠单抗(sac-TMT)研究入选最新突破性摘要(LBA)口头报告。
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新易盛:三季度产量环比增长 高速率产品放量提速 从新易盛方面获悉,公司第三季度产品产量较第二季度保持增长,业务交付规模进一步提升。新易盛此前在投资者交流中表示,800G光模块出货量持续提升,已成为今年交付主力;1.6T产品也已进入持续放量阶段,预计下半年放量节奏将进一步加快。随着高速率产品需求持续释放,公司产品交付规模有望稳步提升。(证券时报)
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财联社10月26日电,据泰国投资委员会,2026年前9个月泰国的投资申请量同比增长28%‌。
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财联社10月26日电,日本30年期国债收益率上升0.5个基点至3.835%。
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已知自转最快近地小行星被确认 成功提升预警能力 近期,中国科学院云南天文台团队联合国内外合作者,在超快自转近地小行星观测研究方面取得突破性进展,确认已知自转最快的近地小行星。相关研究结果已发表在国际天文期刊《天文学杂志》。 近地小行星指近日点距离小于1.3 AU的小行星,其中直径大于140米、与地球最小轨道交会距离小于0.05 AU的近地小行星被定义为潜在危险小行星。近地小行星撞击造成的破坏力越来越引起人们的关注与重视,因此,对近地小行星的监测预警和防御关乎全人类的共同安全。(央视新闻)
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财联社10月26日电,加拿大帝国商业银行将加拿大航空目标价从40加元下调至36加元‌。
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东方甄选将在北京落地首家社区超市 金十数据10月26日讯,10月26日,近日东方甄选安徽首家、华东区域首座线下体验店在合肥市包河区新东方安徽总部大厦一楼正式开业。开业仪式上,新东方创始人俞敏洪表示,东方甄选正在北京筹备2000平方米的社区超市。据俞敏洪透露,待北京社区超市打磨成熟后,合肥将成为全国首个复制落地城市。
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也门政府军:战机对塔伊兹省西部汉山和达巴卜地区的胡塞武装据点发动8次空袭。
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泰国投资委员会:2026年前9个月投资申请同比增长28%。
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财联社10月26日电,印度航空航天与国防制造商Unimech Aerospace旗下子公司与霍尼韦尔航空航天公司签署10年合约,Unimech将供应航空发动机精密零件。
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中印尼将举行“利刃-2026”陆军反恐联合训练 金十数据10月26日讯,10月下旬至11月上旬,中国与印度尼西亚两国军队将位广东举行“利刃-2026”陆军反恐联合训练。此次联训以山地联合反恐营救行动为课题,主要进行山地攀登、特种驾驶、直升机索降、近距离突击、有人无人协同等内容训练。这是双方第3次举行该系列联训,有助于持续深化两军务实交流合作,提升双方部队联合行动能力。
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【中印尼将举行“利刃-2026”陆军反恐联合训练】财联社10月26日电,据“国防部发布”,10月下旬至11月上旬,中国与印度尼西亚两国军队将位广东举行“利刃-2026”陆军反恐联合训练。此次联训以山地联合反恐营救行动为课题,主要进行山地攀登、特种驾驶、直升机索降、近距离突击、有人无人协同等内容训练。这是双方第3次举行该系列联训,有助于持续深化两军务实交流合作,提升双方部队联合行动能力。
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【新三板股票交易风险提示要求将于11月2日起实施】记者了解到,新三板股票交易风险提示有关新要求将于2026年11月2日起实施。根据全国股转公司要求,券商主要完成四大调整:一是投资者开通新三板交易权限后60个交易日内,委托买入名单内股票的,逐笔弹窗提示(含盘中限价买入委托和大宗交易买入委托);二是买入环节两次风险提示,输入代码或简称时首次弹窗,确认买入时二次弹窗;三是名单根据股权集中度、交易流动性确定,限期有效,但不对外展示;四是券商须建立灵活可控的风险提示管理机制,配合并满足监管相应要求。
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早间要闻汇总 创业板指半日跌1.65%,大消费板块逆势走强。 恒指半日涨0.4%,恒生科技指数跌0.4%,美团涨超3%,MINIMAX跌超9%。 中国共产党第二十届中央委员会第五次全体会议26日上午在北京开始举行。 巴西总统卢拉在二轮选举中意外逆袭,创纪录赢得第四任期;博索纳罗拒绝承认败选,寻求法院宣布选举无效。 卢拉意外胜选颠覆“博索纳罗交易”,巴西市场或将迎来大跌。 海力士回应”16万亿韩元特别股息报道”:将于周三公布股东回报措施。
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提醒:日内请重点关注(以下均为北京时间) ① 17:00 德国10月IFO商业景气指数; ② 19:00 英国10月CBI零售销售差值; ③ 22:30 美国10月达拉斯联储商业活动指数; 微信小程序搜索“见闻历”,了解更多。
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财联社10月26日电,健合集团9个月营收134.5亿元人民币,同比增长24.5%。
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【香港证监会首次批准向公众发售的代币化基金进行二级市场交易】财联社10月26日电,香港证监会已批准全球首批向公众发售的代币化基金在香港证监会持牌虚拟资产交易平台(VATP)上进行二级市场交易。两只现有的香港证监会认可代币化货币市场基金已于今天开始提供全天候二级市场交易。在香港证监会现行的交易所买卖基金及VATP监管制度基础上,香港证监会于2026年4月推出全新监管框架,试行让证监会认可的代币化基金于证监会持牌VATP进行二级市场交易。香港证监会在通函中列明代币化基金二级市场交易的相关规定及保障措施,涵盖交易渠道的运作、公平定价、流动性的提供及披露等方面。
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港股午评:恒生指数涨0.44%,恒生科技指数跌0.37% 金十数据10月26日讯,港股午间收盘,恒生指数涨0.44%,恒生科技指数跌0.37%。恒指大市成交额半日达930.41亿港元。盘面上,黄金股、脑机接口概念、商业航天板块、存储概念跌幅居前,石油股、内房股、游戏软件板块涨幅居前。个股方面,蓝思科技(06613.HK)跌超7%,紫金矿业(02899.HK)跌超5%,兆易创新(03986.HK)跌近5%,联想集团(00992.HK)跌近4%;绿城服务(02869.HK)涨超7%,中远海能(01138.HK)涨近6%,中国石油股份(00857.HK)涨超4%,网易-S(09999.HK)涨超2%。
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【华尔街见闻】1-9月商务部重点联系商品市场利润总额同比增长5.8% 商务部流通发展司负责人谈2026年1-9月我国批发和零售业发展情况。从批发业看,1-9月,商务部重点联系商品市场利润总额同比增长5.8%,其中,工业消费品类利润总额同比增长8.5%。从零售业看,据国家统计局数据,1-9月,限额以上零售业单位中便利店、超市零售额同比分别增长5.2%、4.1%。实体零售加速转型,限额以上仓储会员店、无人值守商店零售额同比增速均超过25%,购物中心零售额增速超过两位数,集合店零售额增速持续加快。
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日本央行料周五“鹰派按兵不动”,为12月加息留出空间 金十数据10月26日讯,日本央行料将在周五的政策会议上宣布,其近14年来为达到2%通胀目标的斗争取得胜利,并强调物价可能超调的风险,暗示可能最早于12月加息。不过,分析师表示,日本央行可能避免就未来加息时机和步伐给出明确暗示,因为其需要在防范通胀超调风险与避免过早加息扰乱本已紧张的市场之间取得平衡。一位了解日本央行想法的人士表示,由于物价和工资涨幅温和,日本央行将循序渐进地加息,不会急于行动。知情人士还表示,在会后发布的季度报告中,日本央行可能小幅上调下一财年的物价预测,并暗示潜在通胀已大致达到2%目标。三菱日联摩根士丹利证券首席债券策略师Naomi Muguruma表示,这对日本央行来说是一个历史性时刻,但它现在面临更具挑战性的任务,因为它不仅需要踩油门,还需要踩刹车。日本央行可能会审视即将公布的数据和市场走势,来决定是在12月加息,还是等到1月。
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沙特领导的联军:针对胡塞武装的行动是基于自卫的正当权利。
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华泰涨乐全球通10月30日起调整内地存量投资者服务 金十数据10月26日讯,华泰国际旗下涨乐全球通APP通知显示,自北京时间2026年10月30日起,落实跨境证券业务监管合规要求,对内地存量投资者在内地发起的业务实施限制,暂停股票等全部品种开仓交易、暂停资金转入、暂停股票转入;平仓卖出、资金转出提取、账户查询等功能维持正常。通知称,此次调整不适用非内地投资者,持有香港身份证、境外长期签证等有效境外身份证明的客户,可提交材料审核,审核通过后恢复相关交易权限。
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【华尔街见闻】中国共产党第二十届中央委员会第五次全体会议26日上午在北京开始举行。中央委员会总书记习近平代表中央政治局向全会作工作报告,并就《中共中央关于持之以恒推进... 中国共产党第二十届中央委员会第五次全体会议26日上午在北京开始举行。中央委员会总书记习近平代表中央政治局向全会作工作报告,并就《中共中央关于持之以恒推进全面从严治党若干重大问题的决定(讨论稿)》向全会作了说明。(新华社)
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【华尔街见闻】出口民调显示保加利亚总统选举将进入第二轮 保加利亚国家电视台25日发布的出口民调显示,现任总统约托娃在当天举行的总统选举投票中领先,但得票未过半,该国总统选举将进入第二轮投票。民调显示,约托娃获得超过35%的有效选票,前看守政府总理安德烈·古罗夫得票率约32%,排名第二。选举投票率约为22%。(新华社)
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AI基础设施扩张带来保险业前所未见的风险:GPU可能贬值,公用事业升级需要数十亿美元担保,数据中心延期一天可能赔500万美元,连老鼠咬断光纤都可能造成巨额损失。
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中国共产党第二十届中央委员会第五次全体会议在北京开始举行 金十数据10月26日讯,中国共产党第二十届中央委员会第五次全体会议26日上午在北京开始举行。中央委员会总书记习近平代表中央政治局向全会作工作报告,并就《中共中央关于持之以恒推进全面从严治党若干重大问题的决定(讨论稿)》向全会作了说明。
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乘联分会崔东树:2027年国内车市有望探底回暖 零售增长区间在0%—5% 金十数据10月26日讯,乘联分会秘书长崔东树发文称,展望2027年,乘联厂家预测团队认为:随着短期冲击因素反向修复、成本压力缓解、供给端产品力提升,如果政策与环境不发生超预期变化,国内车市有望探底回暖,预计国内零售增长区间在0%—5%,均值在2%,车市分化仍将加剧。
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美军已准备好对伊朗发动新一轮大规模行动,接令后96小时内可出击 金十数据10月26日讯,据CNN报道,两名美国官员表示,中东地区的美军已做好准备,一旦收到总统唐纳德·特朗普的命令,将在96小时内对伊朗发动新一轮军事行动,行动规模可能相当大。消息人士称,目前部署在该地区的美军力量已足以执行潜在的打击任务。消息人士还表示,新一轮美国军事行动的范围可能不再局限于对伊朗雷达、导弹发射装置及其他能够迅速恢复的军事资产实施打击。这类行动常被形容为“修剪草坪”,旨在定期削弱对手的军事能力。自特朗普今年早些时候叫停全面作战行动以来,美军一直采取类似做法。一名美国官员称:“这将是一项大规模行动。”其他熟悉美国军方内部作战规划讨论的现任和前任官员也表达了类似看法。其中一些人认为,问题不在于特朗普是否会下令发动攻击,而在于何时下令。他们认为,命令可能在今年年底前的任何时候下达,但更有可能是在美国中期选举结束之后。
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【财联社10月26日午间新闻精选】 1、截至午间收盘,上证指数跌0.18%,深证成指跌1.05%,创业板指跌1.65%。 2、港股午间收盘,香港恒生指数涨0.44%,恒生科技指数跌0.37%。 3、截至10月23日,沪深两市融资余额合计23948.22亿元,较前一交易日减少242.78亿元。 4、SK海力士回应“拟派发近120亿美元特别股息”:正考虑多种股东回报方案,尚未做出决定。 5、在当地时间25日举行的巴西总统选举第二轮投票中,劳工党候选人、现任总统卢拉战胜自由党候选人、前总统雅伊尔·博索纳罗之子弗拉维奥·博索纳罗,当选新一任巴西总统。