截至9月9日，美国企业及金融机构今年以欧洲货币发行的债券已达1490亿欧元，为历史第二高；这一统计并非全部属于科技或AI融资。亚马逊首次发行英镑债，四档合计募资42.5亿英镑，认购需求达106.5亿英镑；Uber也向SEC提交了五档欧元债发行文件。 欧洲央行统计，美国大型科技公司存量欧元债约400亿欧元，占今年欧元区非金融企业新发债券接近一成。 AI投资并未减轻全球信用供给压力，只是将竞争从拥挤的美元债市场逐步扩散至欧元、英镑和瑞郎市场。

China domestic futures closed mixed in the morning session. Benzene hit the daily limit; SC crude and styrene (EB) rose over 5%; propylene and fuel oil gained more than 3%; plastics (monthly avg), asphalt, paraxylene (PX) and polypropylene (monthly avg) were up over 2.5%. On the downside, rapeseed oil fell more than 2%; palm oil, synthetic rubber, peanuts, live hogs, coke, pulp, rapeseed meal, red dates and manganese-silicon declined over 1%.

Sept 9 — WTI (USO) nominal exposure ~23.33 mln barrels, up 0.484 mln barrels on the day; Brent (BNO) futures holdings ~5.93 mln barrels, down 0.584 mln barrels.