2026年上半年，标普500回购总额同比增长了15%。企业回购授权规模已达1.1万亿美元，较去年同期水平高出20%以上。美股最稳定的买家依然是企业，而且它们的需求还在加速。投资者一直担心，随着超大规模厂商资本开支爆发，今年及往后企业整体需求会明显放缓。 AI基建股强劲的回购增长，已经不止抵消了超大规模厂商回购的下滑，企业回购明年应该还会继续增长。比如英伟达最近的回购授权，就把公司回购计划规模增加了1500亿美元，达到2350亿美元。我们预计美国企业回购总额2027年将达到1.7万亿美元，高于今年的1.5万亿美元。不断增长的现金并购也会给企业层面的股票需求添一把火。 我认为，标普500短期内一举突破8000点已经万事俱备：强劲的企业需求、悲观的投资者情绪、对冲基金偏低的净敞口、超大盘IPO的潜在机会及其点燃散户热情的能力，再加上本周拉开帷幕的又一个出色财报季（宏观终于可以靠边站了）。 （以上内容来自高盛于10月11日的观点，仅供参考）

On Oct 12 Jindike shares hit the daily limit down after reports the stock could face a delisting-risk warning. The company’s board secretary office said it has timely disclosed required information to the CSRC and Shanghai Stock Exchange and has no other undisclosed material information. Jindike said its trivalent influenza vaccine has entered secondary packaging; commercial sales timing will depend on batch-release progress. On whether the quadrivalent vaccine is being paused temporarily or discontinued, the company said WHO issues H2 Northern Hemisphere influenza guidance early each year and China CDC issues vaccination guidance in July–August, and decisions will be made based on that year’s situation.

A bipartisan group of U.S. senators urged President Trump on Sunday to rescind his decision allowing imports of Russian diesel, saying it violates a 2022 congressional ban on Russian energy and hands Moscow an economic lifeline amid its military action in Ukraine. The senators said the administration failed to consult Congress or provide a legal explanation as required by the law. Signatories include Republicans Susan Collins, Lisa Murkowski, Thom Tillis and John Curtis, and Democrats Jeanne Shaheen, Richard Blumenthal and Ron Wyden.