A · Important
[Morning News Selection on October 15th]
1. The central bank announced that it will launch a 700 billion yuan buyout reverse repurchase operation on October 15 with a period of 6 months.
2. According to central bank data, preliminary statistics show that the cumulative increase in social financing in the first three quarters of 2026 was 27.46 trillion yuan, 2.63 trillion yuan less than the same period last year; RMB deposits increased by 20.76 trillion yuan in the first three quarters; RMB loans increased by 11.52 trillion yuan in the first three quarters. At the end of September, the balance of broad money (M2) was 359.63 trillion yuan, a year-on-year increase of 7.2%.
3. With one arrow and ten stars, 8 stars of the National Star Aerospace "Star Calculation" 02 group have been put into orbit, and the space computing constellation has been expanded.
4. Jiangsu Communications Administration issued the “15th Five-Year Plan for the Development of the Information and Communications Industry in Jiangsu Province”. The "Plan" proposes that by 2030, a new generation of communication network and computing power network with complete coverage and leading performance will be fully built.
5. Li Lecheng, Secretary of the Anhui Provincial Party Committee, investigated Changxin Technology on the 14th and hosted a symposium. Li Lecheng pointed out that it is necessary to highlight the supply of scientific and technological innovation and the traction of industrial demand, support enterprises and universities and scientific research institutes to strengthen scientific research cooperation and talent training, deepen the integration of industry, academia and research, increase efforts to tackle key core technologies throughout the chain, continue to improve the resilience and safety level of the industrial chain and supply chain, and firmly grasp the initiative in innovation and development and the leadership of industrial development.
6. Ping An Electric announced that it planned to raise no more than 1.3 billion yuan for high-performance electronic cloth and other projects; Wuhan Tianyuan announced that it planned to invest 500 million yuan to build a high-purity indium and indium phosphide polycrystalline production base.
7. Rongsheng Petrochemical announced that its net profit in the first three quarters is expected to increase by 778%-823% year-on-year; Satellite Chemical announced that its net profit in the first three quarters is expected to increase by 132%-158% year-on-year; Telford Technology announced that its net profit in the first three quarters is expected to increase by 778%-823% year-on-year. Profit is expected to increase by 561%-621% year-on-year; Deye Co., Ltd. announced that it expects net profit in the first three quarters to increase by 80%-84% year-on-year; Jinlu Electronics announced that it expects net profit in the first three quarters to increase by 193%-219% year-on-year.
8. Suntec Technology announced that its net profit in the first three quarters is expected to increase by 90%-118% year-on-year; Ziguang Technology announced that its net profit in the first three quarters is expected to increase by 72%-118% year-on-year; Hudian Electric Co., Ltd. announced that it expects its net profit in the first three quarters to increase by 72%-118% year-on-year. A year-on-year increase of 101%-110%; Oriental Zirconium Industry announced that its net profit in the first three quarters is expected to increase by 262%-365% year-on-year; Jiayuan Technology announced that its net profit in the first three quarters is expected to increase by 1197%-1319% year-on-year.
9. Dongbai Group announced that it has terminated its acquisition of part of the equity of Hangzhou Kuailing Optoelectronics.
10. The year-on-year growth of U.S. CPI in September was higher than market expectations; traders increased their bets on the Federal Reserve raising interest rates in October, and also expected the Federal Reserve to raise interest rates three more times by the end of 2027.
11. The Federal Reserve’s Beige Book shows that companies in many jurisdictions mentioned inflationary pressures caused by other commodities, tariffs and insurance.
12. Federal Reserve Goolsby stated that if core inflation continues to maintain a monthly increase of about 4% annually, it will be completely unacceptable and the Federal Reserve must take policy action.
13. The IEA predicts that global oil supply will fall by 5.8 million barrels per day in 2026, higher than the previously expected 5.7 million barrels per day; global oil demand will fall by 2.6 million barrels per day in 2026, higher than the previously expected 2.5 million barrels per day.
14. Morgan Stanley CEO Ted Pick said that the bank has reached a "double overweight" on AI infrastructure construction, but he also warned that the growth momentum of AI spending will begin to slow down. Current spending on AI infrastructure construction averages about US$1 trillion per year.
15. SK Hynix executives stated that the performance scale of AI infrastructure will increase by approximately 20 times by 2030, continuing to improve the performance of existing HBM products.
16. In the early morning of the 15th local time, the Houthi armed forces in Yemen claimed to have hit a Saudi Typhoon fighter jet.
17. The Houthi armed forces in Yemen issued a statement stating that in the past 24 hours, the Saudi-led coalition launched 42 air strikes and missile attacks on areas controlled by the Houthi armed forces in Yemen.
18. Tesla announced that more than 300 Tesla Cybercab driverless electric vehicles have been put into operation in Austin, Texas, USA. The service has been online for 30 days and the scale has increased to 8 times. Next stop, Tesla Cybercab will be put into operation in Dallas.
19. SpaceXAI releases Grok Voice 3.0. Grok Voice 3.0 is now available in the voice agent API at a cost of US$0.08 per minute.
20. According to reports, Anthropic PBC told potential investors that its third-quarter revenue reached $16.8 billion, according to people familiar with the matter.
21. The three major U.S. stock indexes collectively closed down. The Dow fell 0.09%, the Nasdaq fell 1.88%, and the S&P 500 fell 1.1%. Popular technology stocks generally fell, and the storage and semiconductor sectors fell one after another. The Philadelphia Semiconductor Index closed down 4.3%. The chip stock index fell for six consecutive days, setting a record for the longest decline since May 2025.
22. The settlement price of WTI crude oil futures was US$95.09/barrel, an increase of 1.01%; the settlement price of Brent crude oil futures was US$106.06/barrel, an increase of 0.35%. COMEX gold futures closed down 1.2%, and COMEX silver futures fell 6.26%.
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