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

[BLOOMBERG]
穆迪周五维持主权评级后,法国 10 年期债券收益率下跌 5.3 个基点至 4.9685%
FRANCE'S 10-YR BOND YIELD DOWN 5.3 BPS TO 4.9685% AFTER MOODY'S MAINTAINS SOVEREIGN RATING ON FRIDAY
[BLOOMBERG]
*Walter Bloomberg:穆迪于周五维持主权评级后,法国 10 年期债券收益率下跌 5.3 个基点至 4.9685% 2026 年 10 月 26 日(星期五)星期一 15:39:14 GMT+0800(中国标准时间)
*Walter Bloomberg: FRANCE'S 10-YR BOND YIELD DOWN 5.3 BPS TO 4.9685% AFTER MOODY'S MAINTAINS SOVEREIGN RATING ON FRIDAY Mon Oct 26 2026 15:39:14 GMT+0800 (China Standard Time)
[TRUMP_TRUTH]
纽约计划放弃部分美洲原住民标志禁令,这是 Massapequa 的“巨大胜利”: https://nypost.com/2026/10/19/us-news/nys-dropping-part-of-native-american-logo-ban-in-huge-victory-for-massapequa/
NY plans to drop part of Native American logo ban in ‘huge victory’ for Massapequa: https://nypost.com/2026/10/19/us-news/nys-dropping-part-of-native-american-logo-ban-in-huge-victory-for-massapequa/
[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
[TRUMP_TRUTH]
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[TRUMP_TRUTH]
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
[TRUMP_TRUTH]
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
[TRUMP_TRUTH]
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[TRUMP_TRUTH]
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
[TRUMP_TRUTH]
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
[BLOOMBERG]
$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: $14.58B, up 161% year-over-year Capital expenditures:
[BLOOMBERG]
*Walter Bloomberg:$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)
[BLOOMBERG]
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)
[TRUMP_TRUTH]
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
[BLOOMBERG]
*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)
[TRUMP_TRUTH]
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
[BLOOMBERG]
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
[BLOOMBERG]
*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)

II. DOMESTIC · 金十 / 财联社 / 华尔街见闻

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【苹果据称测试折叠屏大尺寸iPad】财联社10月26日电,苹果正在测试一款超大尺寸折叠屏平板电脑。知名苹果分析师郭明錤此前预测,苹果可能于2028年推出屏幕展开后为18至20英寸的折叠屏iPad,并采用超薄玻璃盖板。据悉,苹果这款产品可能采用类似书本的折叠设计,科技记者马克·古尔曼曾将其描述为两台iPad mini并排组合。郭明錤预计,该设备2028年出货量最高约为100万台。
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【唯特偶:前三季度净利润同比增长23.60%】财联社10月26日电,唯特偶(301319.SZ)公告称,第三季度营业收入为5.21亿元,同比增长31.53%;净利润为3385.99万元,同比增长23.79%。前三季度营业收入为14.55亿元,同比增长37.23%;净利润为8594.44万元,同比增长23.60%。营收增长主要系锡银等金属原材料价格上升及报价模式调整所致。小财注:公司Q3净利润0.34亿,Q2净利润0.22亿,据此计算,Q3净利润环比增长51%。
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【广东未来5年新增超百万高中学位 今年预计新增26.34万个】财联社10月26日电,今年,广东预计新增普通高中学位26.34万个,未来5年新增学位将超过100万个,并力争推动普通高中入学率达到70%。为应对学位需求增长,广东将采取多种措施,包括新建和改扩建学校、盘活现有教育资源、推进综合高中试点,以及统筹公办、民办和跨市教育资源。
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【耶鲁团队发现牛磺酸调控免疫炎症反应 为抗衰老机制提供线索】财联社10月26日电,耶鲁团队在《细胞》杂志发表研究,发现牛磺酸参与调控免疫细胞的炎症反应,为理解其潜在抗衰老作用提供机制线索。补充牛磺酸改善了老年小鼠的部分身体功能和炎症指标,但尚不能据此认定其能延缓人体衰老。
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财联社10月26日电,在岸人民币兑美元收盘报6.6681,较上一交易日上涨30点。
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【璞源材料:子公司拟投资不超10亿元建设眉山茵地乐三期项目】财联社10月26日电,璞源材料(603196.SH)公告称,公司控股子公司茵地乐集团的全资子公司眉山茵地乐,计划以自有及自筹资金在现有生产基地附近购置约150亩化工用地,用于眉山茵地乐三期项目的规划和建设。项目计划总投资不超过10亿元,其中固定资产投资不超过8亿元。项目主要建设年产10万吨硅碳前驱体树脂材料生产基地、年产20万吨新能源功能材料生产基地及研发成果转化基地。本事项尚需提交股东会审议。
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【泰坦股份:前三季度净利润为2869.83万元 同比下降31.86%】财联社10月26日电,泰坦股份(003036.SZ)公告称,第三季度营收为3.64亿元,同比增长4.51%;净利润为-196.83万元,同比下降133.48%。前三季度营收为11.86亿元,同比增长15.08%;净利润为2869.83万元,同比下降31.86%。小财注:公司Q3净利润亏损0.02亿,Q2净利润0.1亿,据此计算,Q3净利润环比由盈转亏。
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【大和:继续支持AI正带来回报 维持英伟达“跑赢大市”评级】财联社10月26日电,大和发布报告称,英伟达柏林GTC重点推动欧洲更积极转向及投资AI,黄仁勋于主题演讲回顾多项重要公布及趋势。该行认为公司持续积极解决多项AI技术痛点,惟AI大规模投资需时多久才被视为具战略价值及明智,对英伟达或任何公司而言仍较难解决。产品方面,黄仁勋确认Vera Rubin已全面量产。为加快数据中心部署,英伟达公布DSX POD,属模块化、预先整合的Vera Rubin AI工厂,在已准备场地部署时间有望由约6个月缩短至最短14日,预计2027年初可供使用。英伟达计划扩充全球制造产能,并强调对欧洲科技生态接近100
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如果9月加息未能明显抑制通胀,美联储12月可能考虑一次性加息50个基点,而非通常预期的25个基点。点击查看…
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内塔尼亚胡警告制裁风险,以色列股市开盘下跌 金十数据10月26日讯,据以色列第12频道报道,特拉维夫证券交易所今早开盘下跌。这是以色列总理发表有关以色列需要为国际制裁及与全球经济脱钩做好准备的言论后,股市首次出现下跌。以色列总理内塔尼亚胡上周五在接受采访时表示,他已下令制定一项计划,使以色列能够借助加密资产等替代支付手段,应对金融体系可能面临的限制。
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Neoclouds公司股价盘前下跌,NEBIUS(NIBS.O)下跌4.5%,Coreweave(CRWV.O)下跌4.4%,IREN(IREN.O)下跌4.1%。
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【华尔街见闻】在岸人民币兑美元北京时间16:30官方收报6.6681,较上一交易日官方收盘价涨30点,较上日夜盘收盘涨23点。
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伊朗外交部发言人巴加埃:即使有关会议未能举行,也不会改变伊朗在地区安全问题上的原则立场。
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【华尔街见闻】美股Neocloud公司盘前普跌,Nebius、CoreWeave、Iren均跌超4%。 美股Neocloud公司盘前普跌,Nebius、CoreWeave、Iren均跌超4%。 马斯克此前表示,Neocloud行业将面临大规模整合和倒闭。
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【财联社】【奥迪、中国一汽、上汽集团签署协议 明确“双品牌、双合作伙伴”渠道架构】奥迪中国今日宣布,与中国一汽和上汽集团签署战略协议,进一步明确“双品牌、双合作伙伴”渠道架构。按照协议,中国一汽将全面强化奥迪四环品牌在智能豪华新能源车型和燃油车型双领域的市场优势;上汽奥迪将聚焦AUDI(奥迪字母标)品牌、专注新能源市场,推出符合中国消费者需求的下一代智能网联汽车。其中,上汽奥迪在2027年底前仍可正常销售四环产品。上汽奥迪旗下四环品牌产品以及全新AUDI(奥迪字母标)品牌产品的售后服务,均将保持平稳运营。
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1. 央行:10月26日开展7000亿元MLF操作,期限为1年期。2. 法国暂时躲过穆迪降级,但展望仍为负面。3. 富时世界国债指数中国权重升至11.9%。4. 美国地方反对声浪加剧,标普警告数据中心信用风险上升。5. 中国神华:拟注册发行
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【华尔街见闻】厦钨新能:第三季度归母净利润2.54亿元,同比增长17% 厦钨新能公告,2026年第三季度实现营业收入79.52亿元,同比增长45.17%;归母净利润2.54亿元,同比增长17%;基本每股收益0.5元。前三季度实现营业收入224.39亿元,同比增长71.83%;归母净利润7.45亿元,同比增长34.97%;基本每股收益1.48元。
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在岸人民币兑美元10月26日16:30收盘报6.6681,较上一交易日上涨30点。
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美伊战局升温成为油市新的风险源,伊朗应对方式是市场走向的关键变量;运力瓶颈和去库趋势约束原油下行空间,投行认为油价仍无大跌基础。
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首批主动ETF再迎提前结募,或将于11月下旬集中上市 金十数据10月26日讯,从业内了解到,华泰柏瑞基金、平安基金、华夏基金旗下主动ETF均已达到20亿元募集规模上限,将提前结束募集。这也是继摩根资产管理(中国)、易方达基金、富国基金旗下主动ETF率先“一日售罄”之后,再度宣布提前结募的主动ETF产品。此外从业内获悉,首批主动ETF或将在11月下旬集中上市。
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【华尔街见闻】万祥科技:2026年第三季度净利润3761.41万元,同比增长391.62% 万祥科技公告,2026年第三季度营业收入4.25亿元,同比增长2.51%;归属于上市公司股东的净利润3761.41万元,同比增长391.62%;扣非净利润3644.86万元,同比增长404.44%。2026年前三季度营业收入11.08亿元,同比增长5.68%;归属于上市公司股东的净利润1503.06万元,同比增长55.65%;扣非净利润1136.78万元,同比增长82.05%。
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【华尔街见闻】厦钨新能:控股子公司拟投资7.23亿元建设年产4万吨磷酸铁(锰)锂项目 厦钨新能公告,控股子公司雅安厦钨新能源材料有限公司拟在四川雅安投资建设雅安四期年产40000吨磷酸铁(锰)锂项目,总投资7.23亿元,其中固定资产投资6.76亿元、铺底流动资金4652.96万元,建设周期18个月,计划2028年6月投产。项目建成后,雅安厦钨新能磷酸铁(锰)锂产能将达120000吨/年。
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【港交所:所有证券的买卖盘价格限制门槛由现时的九倍收紧为五倍】财联社10月26日电,港交所公告,香港证监会已批准交易所规则,有关将所有证券(结构性产品除外)的买卖盘价格限制门槛由现时的九倍收紧为五倍之修订,修订将由2026年11月2日(星期一)起生效。
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【华尔街见闻】光智科技:部分董事、高管及核心人员增持计划实施完成,合计增持5.96万股 光智科技公告,自增持计划披露之日起至2026年10月23日,公司董事长兼董事会秘书(代行)侯振富、董事兼总经理朱世彬、董事童培云、财务总监蒋桂冬、核心人员肖溢通过集中竞价交易方式合计增持公司股份5.96万股,占公司总股本比例0.0428%,合计增持金额1318.12万元。本次增持后,前述增持主体合计持有公司股份98.09万股,占总股本比例0.7049%。
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【大和:特斯拉各业务势头似在增强 维持“中性”评级】财联社10月26日电,大和发布研报称,特斯拉2026年第三季非公认会计原则(non-GAAP)每股盈利0.48美元,高于该行及市场预期约0.45美元,主要受汽车及非汽车业务利润率表现较佳带动,当中部分受关税退款支持。各业务势头似在增强,包括汽车积压订单达四年来最高、北美新车FSD(有监督)附带率达75%、奥斯汀Cybercab无监督里程提升8倍,以及储能业务订单及积压订单均创历史新高。该行维持“中性”评级,反映预期现金消耗显著及robotaxi商业化较慢,但对多项业务稳健执行感到鼓舞,认为自动驾驶技术改善正推动FSD采用,或有助公司在电动车需
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金十提示:中国台湾9月M2货币供应年率官网暂未公布。
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【华尔街见闻】万华化学:第三季度净利润55.95亿元,同比增长84.38% 万华化学:第三季度净利润55.95亿元,同比增长84.38%;前三季度净利润156.6亿元,同比增长70.99%。
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法国国债抛售潮暂歇,因该国免遭评级下调 金十数据10月26日讯,周一,法国国债抛售暂时停歇,此前穆迪未下调法国主权信用评级。此外,周末的抗议活动基本平稳结束,没有出现前一周的社会骚乱。法国10年期国债收益率下跌5.3个基点至4.9685%,德国与法国10年期国债收益率利差收窄。德国商业银行利率策略师冈特曼表示:“暂时性缓和行情有望延续至周四欧洲央行公布利率决议之前。”“市场越来越担心,欧洲央行正在更加关注长期限国债收益率上升带来的不利影响。”
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【华尔街见闻】港交所:所有证券的买卖盘价格限制门槛由现时的九倍收紧为五倍 港交所公告,香港证监会已批准交易所规则,有关将所有证券(结构性产品除外)的买卖盘价格限制门槛由现时的九倍收紧为五倍之修订,修订将由2026年11月2日(星期一)起生效。
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厦钨新能:第三季度归母净利润2.54亿元,同比增长17% 厦钨新能公告,2026年第三季度实现营业收入79.52亿元,同比增长45.17%;归母净利润2.54亿元,同比增长17%;基本每股收益0.5元。前三季度实现营业收入224.39亿元,同比增长71.83%;归母净利润7.45亿元,同比增长34.97%;基本每股收益1.48元。
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【奥迪、中国一汽、上汽集团签署协议 明确“双品牌、双合作伙伴”渠道架构】奥迪中国今日宣布,与中国一汽和上汽集团签署战略协议,进一步明确“双品牌、双合作伙伴”渠道架构。按照协议,中国一汽将全面强化奥迪四环品牌在智能豪华新能源车型和燃油车型双领域的市场优势;上汽奥迪将聚焦AUDI(奥迪字母标)品牌、专注新能源市场,推出符合中国消费者需求的下一代智能网联汽车。其中,上汽奥迪在2027年底前仍可正常销售四环产品。上汽奥迪旗下四环品牌产品以及全新AUDI(奥迪字母标)品牌产品的售后服务,均将保持平稳运营。
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美股Neocloud公司盘前普跌,Nebius、CoreWeave、Iren均跌超4%。 美股Neocloud公司盘前普跌,Nebius、CoreWeave、Iren均跌超4%。 马斯克此前表示,Neocloud行业将面临大规模整合和倒闭。
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【万华化学:第三季度净利同比增长84.38% 环比下降11%】财联社10月26日电,万华化学(600309.SH)公告称,第三季度营业收入为665.51亿元,同比增长24.80%;归属于上市公司股东的净利润为55.95亿元,同比增长84.38%。前三季度实现营业收入1858.67亿元,同比增长28.87%;归属于上市公司股东的净利润156.58亿元,同比增长70.99%。受国际政治及地缘冲突影响,全球化工原料价格大幅上涨,公司主要产品价格同比上涨,盈利能力提升。小财注:公司Q3净利润55.95亿,Q2净利润63.45亿,据此计算,Q3净利润环比下降11%。
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【有报道称苹果拟于2028年推出大尺寸折叠iPad】财联社10月26日电,据报道,苹果正在测试一款尺寸较大的折叠平板设备,此次曝光的折叠平板被描述为“巨大的折叠平板”,设计上以华为于8月推出的MateBook Fold为参照。知名分析师郭明錤此前的预测显示,折叠iPad将于2028年面世,展开后屏幕对角线尺寸为18至20英寸,并将采用超薄玻璃盖板,由康宁独家供应,GIS负责切割、边缘加工与检测。知名科技博主马克·古尔曼将该设备形容为“两块并排的iPad mini”,暗示其采用类似iPhone Duo的书本式开合铰链设计。郭明錤预计2028年出货量最高为100万台,这一数字表明苹果对这款折叠平板
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【成都:前三季度全市地区生产总值19421.9亿元 同比增长5.0%】财联社10月26日电,成都市统计局发布数据,根据地区生产总值统一核算结果,前三季度,全市地区生产总值19421.9亿元,按不变价格计算,同比增长5.0%。分产业看,第一产业增加值405.2亿元,增长3.4%;第二产业增加值5365.9亿元,增长5.3%;第三产业增加值13650.8亿元,增长4.9%。经济景气度税电指数为101.1,其中生产指数为103.3,销售指数为98.9。
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英维克:第三季度净利润1.84亿元,同比增长0.25% 金十数据10月26日讯,英维克公告,2026年第三季度营业收入19.33亿元,同比增长33.04%;归母净利润1.84亿元,同比增长0.25%。2026年前三季度营业收入49.5亿元,同比增长22.94%;归母净利润3.69亿元,同比下降7.62%。
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港交所:所有证券的买卖盘价格限制门槛由现时的九倍收紧为五倍 金十数据10月26日讯,港交所公告,香港证监会已批准交易所规则,有关将所有证券(结构性产品除外)的买卖盘价格限制门槛由现时的九倍收紧为五倍之修订,修订将由2026年11月2日(星期一)起生效。
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在岸人民币兑美元北京时间16:30官方收报6.6681,较上一交易日官方收盘价涨30点,较上日夜盘收盘涨23点。
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【英维克:第三季度净利润同比增长0.25%】财联社10月26日电,英维克(002837.SZ)公告称,第三季度营收为19.33亿元,同比增长33.04%;净利润为1.84亿元,同比增长0.25%。前三季度营收为49.5亿元,同比增长22.94%;净利润为3.69亿元,同比下降7.62%。小财注:公司Q3净利润1.84亿,Q2净利润1.76亿,据此计算,Q3净利润环比增长4%。
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【日久光电:拟1亿元至2亿元回购股份用于减少注册资本】财联社10月26日电,日久光电(003015.SZ)公告称,公司拟使用自有资金或自筹资金以集中竞价方式回购股份,回购资金总额不低于1亿元且不超过2亿元,回购价格不超过17.98元/股。按回购金额上限测算,预计回购股份约1112.35万股,占公司总股本的4.0268%;按下限测算,预计回购约556.17万股,占总股本的2.0134%。回购股份将全部用于注销并减少注册资本,实施期限为自股东会审议通过之日起12个月内。
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【华尔街见闻】英维克:2026年第三季度净利润1.84亿元,同比增长0.25% 英维克公告,2026年第三季度营业收入19.33亿元,同比增长33.04%;归母净利润1.84亿元,同比增长0.25%;扣非净利润1.81亿元,同比下降0.20%。2026年前三季度营业收入49.5亿元,同比增长22.94%;归母净利润3.69亿元,同比下降7.62%;扣非净利润3.56亿元,同比下降7.06%。
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【华尔街见闻】巴西石油美股盘前跌超20%,伊塔乌联合银行跌超27%。 巴西石油美股盘前跌超20%,伊塔乌联合银行跌超27%。 此前,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。
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【华尔街见闻】乌总统:曾向美提出不打俄炼油厂条件,全都没满足 当地时间10月25日,乌克兰总统泽连斯基在接受采访时称,上周在挪威奥斯陆会晤期间,乌克兰向美国明确提出了停止袭击俄罗斯能源设施的三项方案。 泽连斯基表示,第一项是俄罗斯必须停止打击乌克兰电网;第二项是美国向乌克兰开放使用“星链”系统军事化版本“星盾”打击俄罗斯境内纵深目标的授权,定位俄军弹道导弹发射装置位置;第三,如果前两项方案都做不到,那么美国“至少应该为乌克兰提供‘爱国者’防空系统的拦截弹”。(央视新闻)
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【金发科技:拟3亿元至5亿元回购股份用于注销】财联社10月26日电,金发科技(600143.SH)公告称,公司拟以自有资金及自筹资金通过集中竞价交易方式回购股份,回购金额不低于3亿元且不超过5亿元,回购价格不超过19.57元/股,回购股份将全部用于注销并减少注册资本。公司已取得工商银行广州分行贷款承诺函,获不超4.5亿元且不超过回购金额的90%的股票回购专项贷款支持。
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金发科技:拟以3亿元至5亿元回购公司股份 金十数据10月26日讯,金发科技公告,公司拟使用自有资金及自筹资金,通过集中竞价交易方式回购股份,金额不低于人民币3亿元(含)且不超过人民币5亿元(含),回购价格不超过人民币19.57元/股(含)。回购股份将全部用于注销并减少公司注册资本。方案已获董事会审议通过,尚需提交股东会审议,实施期限为股东会审议通过之日起12个月内。
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【万华化学:前三季度净利润同比增长70.99%】财联社10月26日电,万华化学(600309.SH)公告称,第三季度营业收入为665.51亿元,同比增长24.80%;归属于上市公司股东的净利润为55.95亿元,同比增长84.38%。前三季度实现营业收入1858.67亿元,同比增长28.87%;归属于上市公司股东的净利润156.58亿元,同比增长70.99%。业绩变动主要系产品价格上涨,毛利增加所致。小财注:公司Q3净利润55.95亿,Q2净利润63.45亿,据此计算,Q3净利润环比下降11%。
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厦钨新能:控股子公司拟投资7.23亿元建设年产4万吨磷酸铁(锰)锂项目 厦钨新能公告,控股子公司雅安厦钨新能源材料有限公司拟在四川雅安投资建设雅安四期年产40000吨磷酸铁(锰)锂项目,总投资7.23亿元,其中固定资产投资6.76亿元、铺底流动资金4652.96万元,建设周期18个月,计划2028年6月投产。项目建成后,雅安厦钨新能磷酸铁(锰)锂产能将达120000吨/年。
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美股指数下跌掩盖了多数成分股的韧性,轮动能否持续要看融资压力会否扩散;经济增速放缓之际,企业提价仍在支撑通胀,市场预计加息将在十月暂停,并将在十二月重启。
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厦钨新能:子公司拟7.23亿元投建年产4万吨磷酸铁锂项目 金十数据10月26日讯,厦钨新能公告,公司控股子公司雅安厦钨新能拟投资新建雅安四期年产4万吨磷酸铁锂项目,预计总投资7.23亿元,其中固定资产投资6.76亿元,铺底流动资金0.47亿元,资金来源为自有及自筹资金。项目建设周期18个月,计划于2028年6月投产。项目建成后,雅安厦钨新能磷酸铁锂产能将达到12万吨/年。
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万祥科技:2026年第三季度净利润3761.41万元,同比增长391.62% 万祥科技公告,2026年第三季度营业收入4.25亿元,同比增长2.51%;归属于上市公司股东的净利润3761.41万元,同比增长391.62%;扣非净利润3644.86万元,同比增长404.44%。2026年前三季度营业收入11.08亿元,同比增长5.68%;归属于上市公司股东的净利润1503.06万元,同比增长55.65%;扣非净利润1136.78万元,同比增长82.05%。
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光智科技:部分董事、高管及核心人员增持计划实施完成,合计增持5.96万股 光智科技公告,自增持计划披露之日起至2026年10月23日,公司董事长兼董事会秘书(代行)侯振富、董事兼总经理朱世彬、董事童培云、财务总监蒋桂冬、核心人员肖溢通过集中竞价交易方式合计增持公司股份5.96万股,占公司总股本比例0.0428%,合计增持金额1318.12万元。本次增持后,前述增持主体合计持有公司股份98.09万股,占总股本比例0.7049%。
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荷兰首相:祝贺卢拉再次当选巴西总统。期待继续荷兰和巴西的卓越合作,特别是在安全、贸易和气候等领域。
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日本外务省:日本外务大臣茂木敏充与正在日本访问的芬兰国防部长安蒂·海凯宁签署了《日芬防卫装备品及技术转让协定》,该协定的签署有望进一步推动两国在防卫装备领域的合作。
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国外1. 高盛将韩国KOSPI指数12个月目标位下调25%。2. 星展银行:10年期美债收益率有望回落至4.8%。3. 贝伦贝格:英国预算案若扩大借款规模,英债收益率恐飙升。4. 机构Monex Europe:美联储按兵不动几成定局,美元走
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金十图示:2026年10月26日(周一)沪深港通南向资金流向
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瑞典首相:祝贺卢拉连任巴西总统,将继续深化两国战略伙伴关系,在贸易、创新、国防、民主和多边主义方面秉持共同承诺,推动双方合作不断向前发展。
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【华尔街见闻】曝苹果预计2028年推出大尺寸折叠iPad 据报道,苹果正在测试一款尺寸较大的折叠平板设备,此次曝光的折叠平板被描述为“巨大的折叠平板”,设计上以华为于8月推出的MateBook Fold为参照。知名分析师郭明錤此前的预测显示,折叠iPad将于2028年面世,展开后屏幕对角线尺寸为18至20英寸,并将采用超薄玻璃盖板,由康宁独家供应,GIS负责切割、边缘加工与检测。(21世纪经济报道)
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【华尔街见闻】天山铝业:2026年第三季度归母净利润22.46亿元,同比增长78.79% 天山铝业公告,2026年第三季度营业收入99.09亿元,同比增长41.69%;归母净利润22.46亿元,同比增长78.79%;扣非净利润22.39亿元,同比增长80.78%。2026年前三季度营业收入274.21亿元,同比增长22.85%;归母净利润64.23亿元,同比增长92.30%;扣非净利润63.06亿元,同比增长97.07%。
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日久光电:拟以1亿元-2亿元回购公司股份 金十数据10月26日讯,日久光电公告,公司董事会已审议通过回购方案,拟以自有资金或自筹资金通过集中竞价交易方式回购公司股份,回购价格不超过17.98元/股,回购股份将全部注销并减少公司注册资本;方案尚需提交股东会审议,回购期限为股东会审议通过之日起12个月内。
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伊朗外交部发言人巴加埃:伊朗将继续致力于黎巴嫩的稳定和独立。