据Coinglass最新数据显示，过去24小时全网爆仓升至191.41亿美元，再次刷新历史纪录，为今年4月初以来最大的一轮强制平仓浪潮，全球共有162万人被 爆仓，其中多单爆仓166.86亿美元，空单爆仓24.55亿美元，最大单笔爆仓单发生在Hyperliquid平台的ETH-USDT合约交易对，价值2.03亿美元。 币种方面，比特币爆仓53.17亿美元，以太坊爆仓43.78亿美元，SOL爆仓19.95亿美元，HYPE爆仓8.88亿美元，XRP爆仓6.99亿美元。 10月11日凌晨，加密货币市场集体暴跌，比特币一度跌超13%，失守11万美元关口，最新报113700美元/枚。 周五，规模较小、流动性较差的代币受到的冲击更大。以太币一度暴跌逾17%，瑞波币和狗狗币则更是暴跌逾30%。 | | # | Name | | Price | 1h % | 24h % | 7d % | Market Cap 0 | Volume(24h) 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ್ಕೆ | 1 | Bitcoin BTC | ( ...

有分析指出，相关事态的不确定性导致风险资产全线下挫。另外，美国政府"停摆"事件升级，特朗普政府已开始对联 邦雇员实施大规模的永久性裁员，进一步加剧了市场紧张情绪。宏观数据方面，美国10月密歇根大学消费者信心指数 初值为55，为5月以来最低。 全球暴跌 美股遭遇"黑色星期五"。 北京时间10月10日深夜，美股三大指数全线跳水，截至收盘，纳指暴跌超3%，创4月以来最大单日跌幅；美股大型科 技股集体重挫。欧洲多国股市尾盘亦全线跳水，原油及加密货币也遭受重创，WTI原油暴跌超4%，比特币日内一度暴 跌超13%，VIX恐慌指数大幅飙涨超31%。 受此影响，投资者纷纷涌入黄金、国债等避险资产，现货黄金价格涨超1%，再度站上4000美元/盎司关口；美国十年 期国债收益率跌至4.034%。 发生了什么？ 华尔街分析指出，由于美股市场自4月以来的持续走强，市场积累了大量获利盘，本身具备回调休整的预期。另有分 析师指出，相关事态的不确定性也是美股大跌的原因之一。 北京时间10月10日深夜，全球金融市场全线重挫，美股三大指数直线跳水，跌幅持续扩大，道指一度暴跌超880点， 截至收盘，道指大跌1.9%，纳指暴跌3.56%，标普500 ...

美股遭遇"黑色星期五"。 美股大型科技股集体大跌，截至收盘，台积电ADR暴跌超6%，博通、特斯拉暴跌超5%，英伟达、亚马逊大跌超4%， 苹果、Meta大跌超3%，微软跌超2%，谷歌、甲骨文跌超1%。 在美股盘后，美国科技巨头股价继续走低，英伟达、特斯拉、甲骨文盘后跌幅均超2%，新思科技、Cadence盘后跌幅 超3%。 中概股也受到波及，纳斯达克中国金龙指数跌超6%，截至收盘，富途控股跌超11%，蔚来、晶科能源跌超10%，哔哩 哔哩跌超9%，阿里巴巴、百度、小鹏汽车跌超8%，亿航智能跌超7%，京东跌超6%，拼多多跌超5%，腾讯音乐跌超 4%，网易、理想汽车跌超3%。 欧洲多国股市尾盘亦全线跳水，截至收盘，欧洲斯托克50指数跌1.75%，德国DAX30指数、法国CAC40指数、意大利 富时MIB指数均跌超1%。 北京时间10月10日深夜，美股三大指数全线跳水，截至收盘，纳指暴跌超3%，创4月以来最大单日跌幅；美股大型科 技股集体重挫。欧洲多国股市尾盘亦全线跳水，原油及加密货币也遭受重创，WTI原油暴跌超4%，比特币日内一度暴 跌超13%，VIX恐慌指数大幅飙涨超31%。 有分析指出，相关事态的不确定性导致风险资 ...

Happy Friday, traders. Welcome to our weekly market wrap, where we take a look back at these last five trading days with a focus on the market news, economic data, and headlines that had the most impact on gold prices and other key correlated assets—and may continue to in the future. Here’s what you need to know: Gold prices surged past $3,900/oz this week as the U.S. government shutdown fueled market uncertainty. Key federal data releases, including the September Jobs Report, were delayed, leaving t ...

格隆汇10月1日｜美国股指期货下跌，此前国会未能就一项支出计划达成一致，迫使政府关闭，这将使 数十万联邦雇员无法工作。政府停摆可能会扰乱标普500指数今年14%的涨势。与此同时，美国股市已 经显示出疲软的迹象，人们对劳动力市场的情况提出了越来越多的质疑。它也有可能推迟公布关键经济 数据，包括定于周五公布的就业报告，该报告将令市场对美联储下一步利率举措的预期变得清晰。有分 析师表示，如果非农就业数据推迟公布，"只会增加政府关门带来的不确定性。进入新季度后，波动性 应该会增加。" 来源：格隆汇APP ...

在纺织服饰制造业里，没有其他国家可以达到中国这样的水平。 Nicolas Banyols 还注意到像 Nike、Lululemon 这样的品牌正在积极发展自研面料能力。他表示，这对莱 卡公司来说并不是挑战，而是机会。"作为法国人，我喜欢用美食来打比方。纤维就像食材：再好的原 料，如果缺乏配合，也难以做出美味的菜肴；但当优秀的厨师和优质的食材结合在一起时，就能成就一 道佳肴。"他强调，这正如莱卡公司与品牌合作伙伴的关系——彼此发挥所长，才能为消费者带来更加 匹配需求的产品。 如果关注过各种衣物上的标签，你也许对莱卡®（LYCRA®）这个标识不会陌生。 莱卡公司曾与中国发生深度关联。2017年，中国纺织服装企业山东如意集团宣布从美国聚合物及纤维供 应商英威达（Invista）手中收购其服饰和高级纺织品业务。新公司被命名为美国莱卡公司，如意集团成 为莱卡公司的控股股东。但最终，由于如意集团本身资金的问题，失去了莱卡公司的控制权。 在他看来，真正的影响不在于供应链的结构性调整，而在于市场的不确定性。"过去几个月，许多西方 品牌都陷入观望，延迟下单或缩减订单量，因为他们无法预测未来几个月关税政策是否会带来通胀，从 而影 ...

Core Insights - The NYSE Arca Gold Miners Index rose by 2.3% to 1848.92, aiming to close at a historical high, continuing a strong upward trend for the year [1] - The index is on track to achieve its first closing record since 2011 if the gains hold until the market close [1] - Spot gold prices reached a record high of $3,586.82, increasing by 1.2% on the same day, driven by market uncertainty and expectations of a Federal Reserve rate cut in September [1]

Core Viewpoint - The NYSE Arca Gold Miners Index rose by 2.3% to 1848.92, aiming to close at a historical high, driven by market uncertainty pushing investors towards gold [1] Group 1: Market Performance - The index is on track to achieve its first closing record since 2011 if the gains are maintained until the market close [1] - Spot gold prices reached a record high of $3,586.82, increasing by 1.2% on the same day [1] Group 2: Economic Indicators - The rise in gold prices and the index is influenced by a U.S. employment report that heightened expectations for a Federal Reserve rate cut in September [1]

Core Viewpoint - The global chemical industry has not yet seen a recovery due to external environmental factors and industry cycle adjustments, as evidenced by Lanxess's disappointing Q2 2025 financial results [1][2]. Financial Performance - Lanxess reported Q2 sales of €1.47 billion (approximately ¥12.3 billion), a year-on-year decline of 12.6% [1]. - The company's EBITDA for the same period was €150 million, down 17.1% from €181 million in the previous year [1]. Business Segment Performance - The Consumer Protection segment's sales were €489 million, a decrease of 12.8% year-on-year [1]. - The Special Additives segment reported sales of €528 million, down 7.0% [1]. - The High-Quality Intermediates segment's sales fell to €446 million from €478 million in the same period last year [1]. Market Outlook - Lanxess's CEO highlighted the significant deterioration of the economic environment and ongoing tariff negotiations with the U.S., which have increased market uncertainty in the European chemical industry [2]. - Despite the current downturn, Lanxess views the Chinese market as a key driver for future growth, noting that China accounts for 40% of global chemical demand [2][4]. Strategic Adjustments - The company is restructuring its global production network, including the early closure of its hexane oxidation facility in Germany and plans to streamline its aromatic chemicals plant network [3]. - These measures are expected to yield annual permanent cost savings of €50 million starting from the end of 2027 [4]. Focus on China - Lanxess aims to expand its product offerings in China, despite existing supply-demand imbalances, due to the rapid development of the market [4]. - The company is optimistic about opportunities in sectors such as photovoltaic energy and automation, which are expected to drive growth [4][5].

Group 1: Report Industry Investment Rating - High - sulfur fuel oil: Oscillation [2] - Low - sulfur fuel oil: Oscillation [2] - Cross - variety: None [2] - Cross - period: None [2] - Spot - futures: None [2] - Options: None [2] Group 2: Core Viewpoints of the Report - After continuous decline, crude oil prices showed signs of stabilization and rebound, driving the slight rise of FU and LU prices. Short - term attention should be paid to the progress of talks between Russia, the US, and Ukraine, and the change in the US attitude towards sanctions on Russia will affect market sentiment and bring additional price fluctuations. Without unexpected macro and geopolitical events, there is still downward pressure on the oil market in the medium term [1] - In terms of the fundamentals of fuel oil itself, the fundamentals and market structure of high - sulfur oil are still weak, with limited short - term pressure. However, as summer ends, local demand in the Middle East will decline, and with the OPEC production increase trend, Middle East fuel oil shipments may still have room for growth, and the high - sulfur fuel oil market is expected to further loosen. If the crack spread is fully adjusted to attract a significant improvement in refinery demand, the market structure is expected to stabilize and strengthen again [1] - For low - sulfur fuel oil, the current market pressure is limited, but there is no overall shortage expectation. Domestic production remains at a low level, but overseas supply has recovered, and the overseas market has shown a marginal weakening trend recently. In the medium - term perspective, since the remaining production capacity of low - sulfur fuel oil is relatively abundant, once the crack profit is appropriate, it will attract supply release. Moreover, the carbon - neutral trend in the shipping industry will gradually replace the market share of low - sulfur fuel oil, and there is significant resistance above the market [1] Group 3: Market Analysis Summary - The main contract of Shanghai Futures Exchange fuel oil futures closed up 1.15% at 2732 yuan/ton in the daytime session, and the main contract of INE low - sulfur fuel oil futures closed up 1.19% at 3483 yuan/ton [1] - Crude oil price rebounds drive the rise of FU and LU. Short - term uncertainty comes from Russia - US - Ukraine talks and US sanctions on Russia. Medium - term oil market has downward pressure without unexpected events [1] - High - sulfur fuel oil has weak fundamentals and market structure, short - term pressure is limited. Future supply may increase, but crack spread adjustment may improve the situation [1] - Low - sulfur fuel oil has limited current pressure and no shortage expectation. Overseas supply recovers, and there is resistance above the market in the medium term due to capacity and market - share replacement [1] Group 4: Strategy Summary - High - sulfur fuel oil strategy: Oscillation [2] - Low - sulfur fuel oil strategy: Oscillation [2] - No strategies for cross - variety, cross - period, spot - futures, and options [2] Group 5: Chart Information - There are multiple charts showing prices, spreads, and trading volumes of Singapore fuel oil spot, swaps, and Chinese fuel oil futures (both high - sulfur and low - sulfur) [3][8][12][13][16][17][26][28] - Data sources for these charts are from Flush, Steel Union, and Huatai Futures Research Institute [5][6][7][10][11][15][19][22][23][24][25][28][30][31][32]