富兰克林邓普顿研究所首席投资策略师杰夫·舒尔茨：今天公布的CPI数据可能会对风险资产构成温和的逆风。市场对近期加息的预期升温，将加大收益率曲线长端的压力。这应该会推动美元走强，但不利于股票估值。

On Oct. 15 at the 2026 World Energy Storage Congress, CATL chairman Zeng Yuqun said energy storage has shifted from a support facility for renewables to an indispensable new type of power-system infrastructure. He flagged expanding wind and solar capacity and related generation stability challenges, accelerating electrification of industry and transport, and rapid growth in compute and AI/data-center demand as raising grid reliability and flexibility requirements. "This means the storage industry cannot focus only on improving device specs; it must build system-level capabilities and long-term reliability," Zeng said.

【期货热点追踪】焦煤期价重挫！能源保供政策重磅发力，前期供给收缩逻辑瞬间瓦解！黑色系变局已至？