2026-09-24

9月23日，WTI（USO）名義敞口約2158.68萬桶，單日減少96.3萬桶，結束六連增；Brent（BNO）期貨持倉約682.9萬桶，與前一日持平。點擊查看完整持倉數據，捕捉油價之外的資金變化。

9月23日，WTI（USO）名義敞口約2158.68萬桶，單日減少96.3萬桶，結束六連增；Brent（BNO）期貨持倉約682.9萬桶，與前一日持平。點擊查看完整持倉數據，捕捉油價之外的資金變化。

2026-09-24

On Sept. 24 Bond Connect Southbound marked its fifth anniversary. Custodial holdings of Southbound infrastructure bonds rose to about 1 trillion yuan by end-August 2026, versus below 10 billion yuan at end-September 2021, roughly a 100-fold increase over five years. After an expansion of participating institutions in July 2025, domestic institutional participation surged; custodial holdings nearly doubled between end-July 2025 and end-August 2026.

On Sept. 24 Bond Connect Southbound marked its fifth anniversary. Custodial holdings of Southbound infrastructure bonds rose to about 1 trillion yuan by end-August 2026, versus below 10 billion yuan at end-September 2021, roughly a 100-fold increase over five years. After an expansion of participating institutions in July 2025, domestic institutional participation surged; custodial holdings nearly doubled between end-July 2025 and end-August 2026.

2026-09-24

Sept 24 — Corning will expand Polarcor™ glass polarizer capacity to meet rising demand from AI data centers and computing applications and has signed a multi-year supply agreement with an active photonics technology company. The expansion increases engineered glass polarizer output used in optical isolators and other laser optics, key components in advanced photonic systems. The supply pact secures long-term delivery for a major customer and the added capacity is intended to address rapid market

Sept 24 — Corning will expand Polarcor™ glass polarizer capacity to meet rising demand from AI data centers and computing applications and has signed a multi-year supply agreement with an active photonics technology company. The expansion increases engineered glass polarizer output used in optical isolators and other laser optics, key components in advanced photonic systems. The supply pact secures long-term delivery for a major customer and the added capacity is intended to address rapid market growth.

2026-09-24

9月23日，巴菲特指數（滬深300市值/GDP）爲92.82，結束三連升，近期基本在年內波動的中間區域震盪。股債性價比指標——滬深300指數股權風險溢價（ERP）升至5.78%，處於逾一年偏高附近；從大週期來看，該指標仍處在過去四年波動區間中間區域，接近6%的關鍵水平，暗示目前股市相對國債收益的吸引力處於中性略偏高水平。 -------- 注：1、巴菲特指數是通過將股市總市值和GDP來比較，判斷目前股市是否高估，通常70-100%爲正常估值，低於該區間爲低估，高於該區間爲高估。 2、滬深300指數風險溢價（ERP）主要對比滬深300收益和國債收益率，統計近10年數據可以發現該指標和股指有明顯反向關係，每次股市都處於底部區域時，風險溢價均超過6%，也就是當ERP≥6%，股市有投資性價比，而當ERP≤4%時，則股市往往接近或處於階段性高點，投資性價比低甚至要小心回調風險。

9月23日，巴菲特指數（滬深300市值/GDP）爲92.82，結束三連升，近期基本在年內波動的中間區域震盪。股債性價比指標——滬深300指數股權風險溢價（ERP）升至5.78%，處於逾一年偏高附近；從大週期來看，該指標仍處在過去四年波動區間中間區域，接近6%的關鍵水平，暗示目前股市相對國債收益的吸引力處於中性略偏高水平。 -------- 注：1、巴菲特指數是通過將股市總市值和GDP來比較，判斷目前股市是否高估，通常70-100%爲正常估值，低於該區間爲低估，高於該區間爲高估。 2、滬深300指數風險溢價（ERP）主要對比滬深300收益和國債收益率，統計近10年數據可以發現該指標和股指有明顯反向關係，每次股市都處於底部區域時，風險溢價均超過6%，也就是當ERP≥6%，股市有投資性價比，而當ERP≤4%時，則股市往往接近或處於階段性高點，投資性價比低甚至要小心回調風險。

2026-09-24

The 2026 Mid-Autumn Festival holiday runs Sept. 25-27 (three days). Highways will charge normal tolls; nationwide daily highway traffic during the holiday is expected at roughly 41 million vehicles.

The 2026 Mid-Autumn Festival holiday runs Sept. 25-27 (three days). Highways will charge normal tolls; nationwide daily highway traffic during the holiday is expected at roughly 41 million vehicles.

2026-09-24

Wall Street Journal, citing sources, reports oil and gas industry lobbying groups are mounting a coordinated campaign to oppose a diesel export ban; executives from ExxonMobil, Chevron and Phillips 66 participated.

Wall Street Journal, citing sources, reports oil and gas industry lobbying groups are mounting a coordinated campaign to oppose a diesel export ban; executives from ExxonMobil, Chevron and Phillips 66 participated.