00:21:54   

USDA September outlook: US 2026/27 soybean production forecast 4.535 bln bu vs market 4.501 bln and August 4.519 bln. Ending stocks projected 310 mln bu vs market 298 mln and August 320 mln. Yield estimated 52.8 bu/acre vs market 52.5 and August 52.7.

00:21:51   

美国农业部：维持阿根廷2026/2027年度大豆产量预期在5000万吨不变；维持巴西2026/2027年度大豆产量预期在1.86亿吨不变。

00:21:47   

USDA maintains 2026/2027 soybean production forecasts at 50 mln tonnes for Argentina and 186 mln tonnes for Brazil.

00:21:44   

俄罗斯统计局：8月俄罗斯消费者物价指数环比下降0.08%，8月俄罗斯消费者物价指数同比上涨6.33%。

00:21:40   

Rosstat: Russia's CPI fell 0.08% MoM in August and rose 6.33% YoY.

00:20:39   

苹果(AAPL.O)：自太平洋时间9月12日早上5点起，客户可以在苹果官网和苹果商店应用上预订iPhone 18 Pro和iPhone 18 Pro Max。

23:10:14   

SpaceX plans to carry the first batch of upgraded V3 Starlink satellites on a Starship test flight as soon as next week. A successful Starship run is pivotal for SpaceX and investors: Starlink generated roughly 55% of the company’s revenue in Q2, and Starship is needed both to restore and expand the Starlink network and to provide commercial launch capacity. SpaceX says Starship could also enable orbital AI data centers that would address an estimated $26.5 trillion AI market.

23:10:10   

市场消息：美国法院阻止特朗普要求维持密歇根州一家燃煤电厂运营的行政命令。

22:02:47   

HASSETT said inf has clearly slowed over the past three months. He said if the Fed raises rates President Trump would comment, and that the administration could deliver $5,000 per person in a fiscally responsible way — Trump is serious about the $5,000 proposal.

22:02:42   

道明证券：现预计美联储将于本月加息，此前预计本月降息。

22:02:38   

TD Securities now expects the Federal Reserve to hike rates this month; it had previously expected a cut.

22:02:32   

伊朗总统佩泽希齐扬：当一个国家面临政治、军事和经济压力时，其影响将超出国界。

22:02:27   

Iranian President PEZESHKIAN said political, military and economic pressure on a country will have effects beyond its borders.

22:02:21   

伊朗总统佩泽希齐扬：（美国）对德黑兰施加的压力已达到“危险”阶段。

22:02:15   

美国9月密歇根大学消费者信心指数初值 47.8，预期51，前值51.7。

22:02:08   

美国9月密歇根大学现况指数初值 50.9，预期51.3，前值51.9。

22:02:02   

美国9月密歇根大学预期指数初值 45.8，预期50.5，前值51.5。

22:01:56   

美国9月五至十年期通胀率预期初值 3.4%，预期3.3%，前值3.30%。

22:01:50   

美国9月一年期通胀率预期初值 4.6%，预期4.2%，前值4.00%。

22:01:42   

US University of Michigan preliminary September current conditions index 50.9, vs 51.3 est. and 51.9 prior.

22:01:31   

US University of Michigan preliminary Sep consumer sentiment index 47.8, below 51 expected and prior 51.7.

22:01:20   

Iranian President PEZESHKIAN said U.S. pressure on Tehran has reached a 'dangerous' stage.

22:01:10   

US Sep preliminary University of Michigan consumer expectations index 45.8; consensus 50.5; prior 51.5.

22:01:00   

US preliminary September 5- to 10-year inflation expectation 3.4% vs 3.3% expected; prior 3.30%.

22:00:49   

US preliminary 1-year inf expectations for September 4.6% vs 4.2% expected; prior 4.0%.

20:50:05   

On the 11th (local time) IDF chief of staff Zamir said the army will not withdraw from the 'Yellow Line' inside Lebanon after destroying a Hezbollah underground tunnel beneath the Ali Taher ridge in southern Lebanon. He said the 'Yellow Line' remains under full Israeli control and there has been no change.

19:40:34   

全球能源转型金属需求激增，非洲寻求加工产能升级与供应链重塑。面对庞大需求，这片大陆能否反客为主，打破百年矿产资源流出困局？

18:34:46   

俄罗斯至9月11日央行利率决定 14%，预期14%，前值14.00%。

18:34:35   

Bank of Russia left its policy rate at 14.00% on Sept. 11, in line with market expectations and the prior reading.

18:33:05   

俄罗斯央行关键利率维持在14%不变，符合预期。

18:30:51   

Russian central bank kept its key rate unchanged at 14%, in line with expectations.

16:10:54   

Hong Kong stocks closed lower: Hang Seng Index fell 0.6% and Hang Seng Tech Index fell 0.23% at the close. Luoyang Molybdenum (03993.HK), MiniMax (00100.HK) and Sun Hung Kai Properties (00016.HK) each dropped more than 7%; Orient Overseas International (00316.HK) and Shenzhou International (02313.HK) rose over 2%.

15:00:19   

欧洲企业二季度盈利同比增长约16%，为三年来最快；制造业PMI在连续三年收缩后重新回到扩张区间，银行也受益于利率正常化和信贷周期回升。这意味着欧洲相对美股约16倍对20倍的估值折价，开始获得盈利和经济数据支撑。其金融、工业、能源和消费板块权重较高，也能为资金提供降低美国科技与AI集中度的选择。

13:52:02   

China A-share PCB sector dipped then rebounded in the afternoon. Yihao Xincai rose over 14%; Jialichuang, Chongda Technology and Bomin Electronics closed at the daily limit in afternoon trade; Gaosibeier, Aohong Electronics, Chaosheng Electronics and Xiehe Electronics had earlier hit the daily limit. Jin'an Guoji, Changhai Co. and several other stocks gained more than 8%.

13:51:26   

中国驻日本大使馆：根据签证费对等安排，自2026年9月14日起，对日本公民赴华签证规费进行调整。

12:41:37   

韩国总理：正在与美国就战略投资项目进行谈判，进展顺利。

12:41:33   

韩国总理：美国的战略投资谈判必须实现互利共赢和商业回报。

12:41:28   

South Korea's prime minister said talks with the United States on a strategic investment project are underway and progressing smoothly.

12:40:27   

South Korea's prime minister said strategic investment talks with the U.S. must deliver mutual benefit and commercial returns.

11:34:03   

Chinese customs data show the nine mainland cities in the Guangdong-Hong Kong-Macao Greater Bay Area recorded combined imports and exports of 7.28 trillion yuan in Jan–Aug, up 21.9% YoY and a record for the period. August trade reached 1.01 trillion yuan, a repeat of the monthly trillion-yuan threshold first passed in June, up 30.4% YoY.

11:33:28   

据日本共同社：日本政府网络遭未授权访问，疑似发生信息泄露。

11:31:05   

Kyodo News reported Japanese government networks experienced unauthorized access and a suspected information leak.

10:20:34   

Changan Auto said its false-information reporting center found widespread online falsehoods targeting its 2026 Tianshu navigation technology launch and Changan Qiyuan Q06 presale. The company said some accounts used selective quoting, malicious comparisons and coordinated posts to disparage products and mislead the public, harming brand and product image, and that it will take necessary legal measures to protect its lawful rights.

09:10:09   

At the inaugural International Space Summit in Paris on the 10th, European Commission president von der Leyen said the EU has proposed updated corporate merger rules and supports major European aerospace companies forming a joint venture, stressing firms need sufficient scale to invest and compete globally.

08:01:14   

Sept. 11 — NVIDIA’s Grace Blackwell shipments rose 27% month-on-month, sources said, signaling continued strong demand from cloud service providers and AI infrastructure firms for high-end AI compute chips. Grace Blackwell pairs NVIDIA’s Grace CPU with a Blackwell GPU and is used in GB200 NVL72 liquid-cooled rack systems. NVIDIA has previously said Blackwell demand exceeds supply.

08:01:09   

日本第三季度BSI大型非制造业信心指数 4.2，前值-0.5。

08:01:02   

Japan Q3 large non-manufacturing business sentiment (BSI) 4.2, previous -0.5.

08:00:57   

特朗普表示，相信共和党有很大机会赢得美国中期选举。

08:00:51   

Trump said he believes the Republican Party has a strong chance of winning the US midterm elections.

08:00:44   

韩国海关数据显示，9月1日至10日半导体出口同比增长270.1%。

05:41:53   

Iranian media Fars News reported Yemen's Houthi forces launched missile strikes on positions and assembly points in the Ras al-Arah area, south of the Bab al-Mandeb Strait.

05:41:49   

美国财长贝森特：下周一将对一家大型银行实施制裁。

05:41:46   

U.S. Treasury Secretary Bessent said the Treasury will impose sanctions on a large bank next Monday.

05:40:43   

美国财长贝森特：我们拥有全球表现最佳的债券市场。

04:30:10   

UKMTO reports an incident in the Sea of Oman near Khasab, Oman: a vessel captain said he observed four unidentified projectiles strike two unidentified vessels about 4 nm west of Khasab (roughly 6 nm north of his position). One vessel was reported on fire; status of the other is unclear.

03:21:49   

Iran foreign minister Araghchi briefed MPs at the parliamentary economic committee on regional developments and on progress in talks with the US. He reported recent discussions with Oman. Deputy minister for economic diplomacy Qanbari outlined recent US sanctions and their effects on Iran’s economy and trade. The session, part of Araghchi’s ongoing visits to parliamentary specialist committees, included answers to MPs’ questions and clarifications on several concerns.

03:21:45   

伊朗外交部：伊朗外长与巴基斯坦陆军司令讨论地区局势升级及安全问题。

03:21:42   

Iran's foreign ministry said its foreign minister met Pakistan's army chief to discuss escalating regional tensions and security issues.

03:21:38   

沙特民防局：针对艾卜哈（Abha）发布紧急警报。

03:21:34   

Saudi Civil Defense issued an emergency alert for Abha.

03:20:41   

沙特民防局：针对海米斯穆谢特（Khamis Mushait）发布紧急警报。

02:12:40   

Israeli Prime Minister Netanyahu backed U.S. President Trump’s warning that Iran is rearming and vowed that, as long as he remains prime minister, Iran will not acquire nuclear weapons.

02:12:37   

据阿尔及利亚Ennahar电视台：阿尔及利亚决定自9月11日起关闭领空，禁止所有在阿联酋注册的民用和军用飞机进入。

02:12:33   

Ennahar TV reports Algeria will close its airspace from Sep 11, banning all civilian and military aircraft registered in the UAE from entering.

02:12:30   

据阿尔及利亚Ennahar电视台：阿尔及利亚方面表示，在2026年底前，豁免往返首都阿尔及尔的阿联酋商业航班，不受领空禁令影响。

02:12:27   

Algeria told Ennahar TV that UAE commercial flights to and from Algiers will be exempt from any airspace ban until end-2026.

02:12:20   

乌克兰总统泽连斯基：在俄罗斯大选前不会举行三方会谈。

02:12:11   

Ukraine President Zelenskiy said trilateral talks will not be held before Russia's election.

02:12:00   

乌克兰总统泽连斯基：希望在与美国总统特朗普于九月底会晤后，能源和粮食谈判能取得进展。

02:11:51   

Ukrainian President Zelenskiy said he hopes energy and grain talks will make progress after a meeting with US President Trump at the end of September.

02:11:36   

加拿大总理卡尼：最近与美国总统特朗普进行了交谈。

02:11:24   

Canadian Prime Minister Carney said he recently spoke with U.S. President Trump.

02:11:13   

美国财政部：在9月10日进行了价值51.87亿美元的10至20年期美国国债流动性回购操作。

02:11:00   

U.S. Treasury carried out $5.187 billion of 10- to 20-year liquidity repurchase operations on Sept. 10.

02:10:48   

美国国债收益率在国债回购后继续上涨；10年期国债收益率最新上升10.52个基点，报4.942%。

02:10:36   

U.S. Treasury yields continued to climb after Treasury repo operations; the 10-year yield rose 10.52 bps to 4.942%.

02:10:29   

美国10年期国债收益率上涨，达到2023年10月以来的最高水平。现货黄金短线小幅走低，现报4342美元/盎司。

02:10:21   

US 10-year Treasury yield reached its highest level since October 2023.

02:10:12   

现货白银日内大跌5.00%，现报63.88美元/盎司。

01:02:40   

美国国务院批准可能向阿根廷出售UH-60L黑鹰直升机及相关设备，预计费用为1.4亿美元。

01:02:33   

US State Department approved a possible sale of UH-60L Black Hawk helicopters and related equipment to Argentina, estimated at $140 million.

01:02:26   

美国上诉法院驳回了特朗普政府实施限制邮寄投票规则的请求。

01:02:19   

A U.S. appeals court rejected the Trump administration's request to implement rules restricting mail-in voting.

01:02:12   

据伊朗国家媒体：伊朗革命卫队称在霍尔木兹海峡击中了美国无人舰艇。

01:02:04   

Iranian state media reports the Islamic Revolutionary Guard Corps says it struck a U.S. unmanned vessel in the Strait of Hormuz.

01:00:36   

意大利总理梅洛尼：意大利已采取措施以提升国内石油生产。

23:52:22   

European bourses closed lower on Sept 10 (Thursday): Germany's DAX fell 173.91 points (-0.68%) to 25,380.37; the UK's FTSE 100 dropped 60.07 points (-0.56%) to 10,609.99; France's CAC 40 lost 39.91 points (-0.49%) to 8,116.76; the Euro Stoxx 50 slid 39.91 points (-0.63%) to 6,271.65; Spain's IBEX 35 eased 17.42 points (-0.09%) to 19,663.38; Italy's FTSE MIB slipped 34.74 points (-0.07%) to 51,840.50.

23:52:08   

Reports of explosions in Kyiv, according to market sources.

23:51:59   

金十图示：2026年09月10日（周四）全球股市指数-欧洲市场

23:51:51   

巴西总统卢拉：取消低价值进口税不会让企业蒙受损失。

23:51:46   

Brazilian President Lula said removing the low-value import tax will not cause firms to incur losses.

23:51:36   

基辅市长：防空部队正在首都上空展开行动，以拦截敌方无人机，请继续留在安全地点。

23:51:27   

Kyiv mayor said air-defense units are operating over the capital to intercept enemy drones and urged residents to remain in shelters.

23:50:06   

美国至9月4日当周EIA原油库存、库欣原油库存、战略石油储备库存将于十分钟后公布。

22:40:30   

Islamic Republic of Iran Broadcasting (IRIB) reported the chairman of Yemen's Supreme Political Council said the Taiz coastal area is stable and that Saudi-backed forces would be granted amnesty if they lay down their arms.

22:40:25   

英国5年期国债收益率日内上涨14个基点，达到4.94%，有望创下自7月8日以来最大单日涨幅。

22:40:14   

UK 5-year gilt yield rose 14bps intraday to 4.94%, poised for the largest single-day rise since July 8.

21:30:15   

TIMIRAOS said Waller’s Jackson Hole remarks raised investors’ perceived odds of a Fed hike but did not specify what would trigger one. Markets have filled that information gap and now price a hike size Waller never pledged. Consequently, Friday’s inflation report is being treated as pivotal for any Fed move; Waller has long opposed relying on a single data point for such decisions.

18:00:34   

Apple at its autumn launch unveiled its first foldable iPhone Duo, adopting an eSIM-only design globally. At its 2026 partners conference China Unicom said domestic eSIM phone sales were 1 mln units in 1H 2026 and it expects H2 volume to rise 20-fold to exceed 20 mln units. After issuing 300k eSIM-specific benefits in 1H, China Unicom plans to distribute 8 mln such benefits in H2.

16:50:52   

Israeli media reports a former Yemeni military officer said the Yemeni government’s high-profile claims of battlefield gains yesterday concealed losses along the coast. He described the situation as dire and said reversing the losses would require deeper Saudi intervention and activation of the Mecca Collective Defense Agreement to draw in Turkey and Pakistan.