人行10月8日投放1.2萬億元逆回購Micron's revenue guidance for the next quarter exceeds expectations
中國人民銀行公布，十月八日將以固定數量、利率招標、多重價位中標方式開展一萬二千億元買斷式逆回購操作，期限三個月即八十九日。國家發改委表示，二千五百億元超長期特別國債支持消費品以舊換新的資金已全部下達。The company indicated that artificial intelligence is driving strong and sustained demand for memory, with guidance exceeding market expectations.
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美光一财季营收指引超预期，AI需求持续强劲
特朗普宣布美军撤离伊拉克，称“伊斯兰国已被击败”
FTC对Anthropic、OpenAI等超级智能模型公司展开全面调查
美国核心PCE年率低于预期，创半年来新低
伊拉克加大10月原油价格折扣力度，最高达每桶37美元
国家统计局：9月份，制造业PMI为50.1%，升至扩张区间
周三，美国8月PCE核心通胀数据意外低于预期，但美联储官员仍密集释放鹰派信号。库克重申通胀高于2%目标已逾五年、支持9月加息并致力于恢复物价稳定，古尔斯比警示通胀持续偏高是在玩火、巨额财政赤字本身即构成刺激。
美元指数最终收涨0.08%，报101.47。基准的10年期美债收益率触及2002年5月以来的最高水平，最终收涨5.4个基点，报5.295%；对美联储政策利率敏感的2年期美债收益率涨1.7个基点至4.902%。
现货黄金盘中延续反弹但最终回落，最终收跌0.61%，报4157.12美元/盎司；现货白银最终收跌1.69%，报60.43美元/盎司。
美伊就重开霍尔木兹海峡的谈判陷入僵局、美国总统特朗普否认将解除对伊制裁以换取核让步的消息传出后，国际油价逆转上一日跌势重拾升势。WTI原油最终收涨1.57%，报89.45美元/桶；布伦特原油最终收涨2.18%，报97.52美元/桶。
美股道指收跌0.86%，标普500指数跌0.25%，纳指涨0.24%。英特尔(INTC.O)涨3.71%，苹果(AAPL.O)涨1.1%，英伟达(NVDA.O)涨0.51%，谷歌(GOOG.O)涨0.93%；莫德纳(MRNA.O)跌5.35%，福特汽车(F.N)跌1.95%。纳斯达克中国金龙指数涨0.6%，百度(BIDU.O)涨0.18%，阿里巴巴(BABA.N)跌0.17%。
欧股主要股指全线收跌，德国DAX指数收跌0.79%，英国富时100指数收跌0.29%，欧洲斯托克50指数收跌0.81%。
港股低开高走，恒指收涨0.37%，报24613.27点。恒生科技指数收涨0.1%，报4253.89点。截至收盘，恒指大市成交额1871.58亿港元。盘面上，创新药、CXO概念全线走高，航空股上涨；内房股探底回升，家电股、芯片股、PCB概念下挫。个股方面，新股欢创科技(06802.HK)涨266%，康希诺生物(06185.HK)涨17.5%，昭衍新药(06127.HK)涨15.6%，恒瑞医药(01276.HK)涨超10%，云顶新耀(01952.HK)涨7.7%，中国东方航空股份(00670.HK)涨5%；天数智芯(09903.HK)跌9.7%，广汽集团(02238.HK)跌7.5%，融创中国(01918.HK)跌超5%，美的集团(00300.HK)跌超3%。
A股三大股指全天窄幅震荡，截至收盘，沪指收涨0.31%，深证成指收跌0.11%，创业板指收跌0.23%，科创50指数收跌2.51%。沪深两市成交额1.44万亿元，放量288亿元。全市场超2500只个股上涨。盘面上，CRO概念集体走强，康希诺20CM涨停，昭衍新药、美诺华、南华生物、蔚蓝生物涨停。白酒概念午后拉升，金徽酒涨停，古井贡酒、泸州老窖、山西汾酒跟涨。粮食概念回暖，亚联发展、登海种业、天虹股份涨停。乳业股持续活跃，阳光乳业、均瑶健康涨停。染料板块冲高回落，善水科技、亚邦股份涨停。房地产板块大幅震荡，深物业A走出“地天板”，陆家嘴、中天服务涨停。存储芯片板块领跌，MLCC概念、PCB概念、CPO板块低迷，澳弘电子、协和电子跌停。
1、智利铜产量降至15年多来最低水平。
2、美国核心PCE年率低于预期，创半年来新低。
3、据悉苹果将于10月13日大举进军智能家居市场。
4、以媒：迪拜航空客机因飞行员斗殴而临时改降沙特。
5、韩国央行时隔13年重启买金：12月拟购1吨国产黄金。
6、美国参议院多数党领袖图恩：国会可能在中期选举后提高债务上限。
7、美联储卡什卡利：我的预计是今年再加息一次，2027年再加息一次。
8、美光科技(MU.O)FY26 Q4营收、净利润均超市场预期，下季度展望亦超预期。
9、美国财政部：将在10月1日的流动性回购操作中购买至多60亿美元的10至20年期国债。
10、美国联邦贸易委员会（FTC）对Anthropic、OpenAI及其他超级智能模型展开全面调查。
11、白宫官员：美国总统特朗普今日宣布韩国将在美国投资2000亿美元，特朗普将宣布由韩国出资建设8座核电站。
12、中东局势—
①美国总统特朗普：与伊朗的战争将很快结束。
②伊朗已收到美国对七天提案的回复，周三将就此进行讨论。
③特朗普宣布美军撤离伊拉克，称“伊斯兰国已被击败”。
④伊拉克加大10月原油价格折扣力度，最高达每桶37美元。
1、广州：2026年8月28日后，实行预售的单体建筑应完成主体结构封顶。
2、国家发改委：2026年2500亿元超长期特别国债支持消费品以旧换新资金已全部下达。
3、商务部：延长对美国阻碍绿色产品贸易与破坏全球产供链相关做法和措施贸易壁垒调查期限。
4、国家统计局：9月份，制造业采购经理指数（PMI）为50.1%，比上月上升0.3个百分点，升至扩张区间。
5、中国人民银行：2026年10月8日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展12000亿元买断式逆回购操作，期限为3个月（89天）。
☆07:50，日本央行公布9月货币政策会议审议委员意见摘要；
☆16:00，欧元区将公布9月制造业PMI终值，市场预期值为52.7，前值为52.7；
☆16:00，英国央行行长贝利发表讲话；
☆16:30，英国将公布9月制造业PMI终值，市场预期值为52，前值为52；
☆17:00，欧元区将公布8月失业率，市场预期值为6.4%，前值为6.40%；
☆17:30，美国将公布9月挑战者企业裁员人数，前值为5.2881万人；
☆20:30，美国将公布至9月26日当周初请失业金人数，市场预期值为20万人，前值为19.7万人；
☆21:05，里士满联储主席巴尔金、波士顿联储主席柯林斯、堪萨斯联储主席施密德发表讲话；
☆21:30，欧洲央行行长拉加德发表讲话；
☆21:45，美国将公布9月标普全球制造业PMI终值，前值为57；
☆22:00，美国将公布9月ISM制造业PMI，市场预期值为55，前值为54.6；
☆22:00，美国将公布8月营建支出月率，市场预期值为0%，前值为-0.50%；
☆22:00，美联储理事沃勒发表讲话；
☆22:30，美国将公布至9月25日当周EIA天然气库存，前值为530亿立方英尺；
☆次日01:30，美联储副主席杰斐逊发表讲话；
☆次日03:00，美联储理事鲍曼发表讲话；
☆次日03:30，FOMC永久票委、纽约联储主席威廉姆斯在该联储举办的一场央行研讨会上主持讨论，美联储理事丽莎·库克将出席同一场讨论；
☆次日06:45，2026年FOMC票委、达拉斯联储主席洛根发表讲话。
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Micron's first fiscal quarter revenue guidance exceeds expectations, AI demand remains strong
Trump announces the withdrawal of U.S. troops from Iraq, saying 'ISIS has been defeated'
The FTC has launched a comprehensive investigation into superintelligent model companies such as Anthropic and OpenAI.
U.S. core PCE annual rate below expectations, hits six-month low
Iraq increases October crude oil price discounts, up to $37 per barrel
National Bureau of Statistics: In September, the manufacturing PMI was 50.1%, rising to the expansion range
On Wednesday, the U.S. August core PCE inflation data unexpectedly came in lower than expected, but Federal Reserve officials continued to issue hawkish signals. Cook reiterated that inflation has been above the 2% target for more than five years, supports a rate hike in September, and is committed to restoring price stability. Goolsby warned that persistent high inflation is playing with fire, and that the huge fiscal deficit itself constitutes a stimulus.
The US dollar index ultimately rose 0.08%, closing at 101.47. The benchmark 10-year US Treasury yield reached its highest level since May 2002, ultimately rising 5.4 basis points to 5.295%; the 2-year US Treasury yield, which is sensitive to the Federal Reserve's policy rate, rose 1.7 basis points to 4.902%.
Spot gold continued to rebound during the session but eventually fell back, closing down 0.61%, at $4,157.12 per ounce; spot silver ultimately closed down 1.69%, at $60.43 per ounce.
After news emerged that negotiations between the U.S. and Iran on reopening the Strait of Hormuz had stalled and that U.S. President Trump denied lifting sanctions on Iran in exchange for nuclear concessions, international oil prices reversed the previous day's decline and resumed upward trends. WTI crude oil finally closed up 1.57% at $89.45 per barrel; Brent crude oil finally closed up 2.18% at $97.52 per barrel.
U.S. stocks: The Dow Jones closed down 0.86%, the S&P 500 down 0.25%, and the Nasdaq up 0.24%. Intel (INTC.O) rose 3.71%, Apple (AAPL.O) rose 1.1%, Nvidia (NVDA.O) rose 0.51%, Google (GOOG.O) rose 0.93%; Moderna (MRNA.O) fell 5.35%, Ford Motor (F.N) fell 1.95%. The Nasdaq China Golden Dragon Index rose 0.6%, Baidu (BIDU.O) rose 0.18%, Alibaba (BABA.N) fell 0.17%.
Major European stock indices all closed lower, with Germany's DAX index down 0.79%, the UK's FTSE 100 index down 0.29%, and the Euro Stoxx 50 index down 0.81%.
Hong Kong stocks opened lower but climbed higher, with the Hang Seng Index closing up 0.37% at 24,613.27 points. The Hang Seng Tech Index closed up 0.1% at 4,253.89 points. As of the close, the total turnover of the Hang Seng Index market was HK$187.158 billion. On the sector front, innovative medicine and CXO concepts rose across the board, and aviation stocks increased; mainland property stocks rebounded from the bottom, while home appliances, chip, and PCB concept stocks declined. As for individual stocks, new listing HuanChuang Technology (06802.HK) rose 266%, CanSino Biologics (06185.HK) rose 17.5%, Joincare Pharmaceutical (06127.HK) rose 15.6%, Hengrui Medicine (01276.HK) rose over 10%, Genting New Glory (01952.HK) rose 7.7%, China Eastern Airlines (00670.HK) rose 5%; In contrast, Tiansu Zhixin (09903.HK) fell 9.7%, GAC Group (02238.HK) fell 7.5%, Sunac China (01918.HK) fell over 5%, and Midea Group (00300.HK) fell over 3%.
The three major A-share indexes fluctuated narrowly throughout the day. By the close, the Shanghai Composite Index rose 0.31%, the Shenzhen Component Index fell 0.11%, the ChiNext Index fell 0.23%, and the STAR 50 Index fell 2.51%. The turnover of the Shanghai and Shenzhen markets was 1.44 trillion yuan, with a volume increase of 28.8 billion yuan. Over 2,500 individual stocks in the market rose. On the plate, the CRO concept collectively strengthened, with CanSino Biologics hitting the 20% daily limit, and Zhiyuan New Drug, Minuo Pharma, Nanhua Bio, and Weilan Bio hitting the daily limit. The liquor concept surged in the afternoon, with Jinhuijiu hitting the limit, followed by Gujing Group, Luzhou Laojiao, and Shanxi Fenjiu. The grain concept warmed up, with Yalian Development, Denghai Seed, and Tianhong Co., Ltd. hitting the daily limit. Dairy stocks remained active, with Sunshine Dairy and Junyao Health hitting the limit. The dye sector surged and then fell, with Shan Shui Technology and Yabang Co., Ltd. hitting the limit. The real estate sector fluctuated sharply, with Shenwuye A showing a "floor-to-ceiling limit", and Lujiazui and Zhongtian Services hitting the limit. The storage chip sector led the decline, with the MLCC concept, PCB concept, and CPO sector lagging, and Aohong Electronics and Xiehe Electronics hitting the down limit.
1. Chile's copper production has dropped to its lowest level in more than 15 years.
2. The US core PCE annual rate was lower than expected, hitting a six-month low.
3. It is reported that Apple will make a major move into the smart home market on October 13.
4. According to media: A Dubai Airlines flight temporarily diverted to Saudi Arabia due to a fight between the pilots.
5. The Bank of Korea resumes buying gold after 13 years: plans to purchase 1 ton of domestic gold in December.
6. U.S. Senate Majority Leader Schumer: Congress may raise the debt ceiling after the midterm elections.
7. Federal Reserve's Kashkari: My expectation is to raise interest rates once more this year, and once more in 2027.
8. Micron Technology (MU.O) FY26 Q4 revenue and net profit both exceeded market expectations, and the outlook for the next quarter also surpassed expectations.
9. U.S. Department of the Treasury: Will purchase up to $6 billion of 10- to 20-year Treasury bonds in the liquidity repurchase operation on October 1.
10. The United States Federal Trade Commission (FTC) has launched a comprehensive investigation into Anthropic, OpenAI, and other superintelligent models.
11. White House official: U.S. President Trump announced today that South Korea will invest $200 billion in the United States, and Trump will announce that South Korea will fund the construction of 8 nuclear power plants.
12. Middle East Situation—
① U.S. President Trump: The war with Iran will end soon.
② Iran has received a response from the United States regarding the seven-day proposal and will discuss it on Wednesday.
③ Trump announced the withdrawal of U.S. troops from Iraq, stating that 'ISIS has been defeated.'
④ Iraq increased October crude oil price discounts, reaching up to $37 per barrel.
1. Guangzhou: After August 28, 2026, buildings that are sold in advance should have completed the main structure topping-out.
2. National Development and Reform Commission: The 250 billion yuan ultra-long-term special government bonds in 2026 to support the replacement of old consumer goods with new ones have all been allocated.
3. Ministry of Commerce: Extend the investigation period on trade barriers related to the United States' practices and measures that hinder the trade of green products and disrupt the global supply chain.
4. National Bureau of Statistics: In September, the Manufacturing Purchasing Managers' Index (PMI) was 50.1%, an increase of 0.3 percentage points from the previous month, rising into the expansion range.
5. People's Bank of China: On October 8, 2026, the People's Bank of China will conduct 1.2 trillion yuan outright reverse repurchase operations with a fixed quantity, interest rate bidding, and multiple price-winning method, with a term of 3 months (89 days).
☆07:50, The Bank of Japan announces the summary of opinions from the September monetary policy meeting committee members;
☆16:00, the Eurozone will release the final September manufacturing PMI, with the market expected value at 52.7, and the previous value at 52.7;
☆16:00, Bank of England Governor Bailey delivers a speech;
☆16:30, the UK will release the final manufacturing PMI for September, with a market expectation of 52 and a previous value of 52;
☆17:00, the Eurozone will release the August unemployment rate, with the market expectation at 6.4%, and the previous value at 6.40%;
☆17:30, the U.S. will release the number of Challenger job cuts in September, the previous value was 52,881 people;
☆20:30, the U.S. will release the number of initial jobless claims for the week ending September 26, with the market expectation being 200,000, and the previous value was 197,000.
☆21:05, Richmond Fed President Barkin, Boston Fed President Collins, and Kansas City Fed President George Schmidt will give speeches;
☆21:30, European Central Bank President Lagarde delivers a speech;
☆21:45, the U.S. will release the final value of the S&P Global Manufacturing PMI for September, with the previous value being 57;
☆22:00, the U.S. will release the September ISM Manufacturing PMI, with a market expectation of 55, previous value was 54.6;
☆22:00, the U.S. will release the August Construction Spending month-on-month rate, with the market expected value at 0%, and the previous value at -0.50%;
☆22:00, Federal Reserve Governor Waller delivers a speech;
☆22:30, the U.S. will release EIA natural gas storage for the week ending September 25, previously 53 billion cubic feet;
☆Next day at 01:30, Federal Reserve Vice Chairman Jefferson will deliver a speech;
☆Next day at 03:00, Federal Reserve Governor Bowman will deliver a speech;
☆The next day at 03:30, FOMC permanent voting member and President of the New York Fed, Williams, will chair a discussion at a central bank seminar held by the Fed, and Fed Governor Lisa Cook will attend the same discussion;
☆At 06:45 the next day, 2026 FOMC voting member and Dallas Federal Reserve President Logan will give a speech.
原文出處：Source: 金十數據 ↗