中国人民银行就《银行间债券市场债券发行管理规则》公开征求意见
中国人民银行就《银行间债券市场债券发行管理规则》公开征求意见，拟从发行人、承销商、投资者和发行流程等方面规范债券发行。规则共28条，涵盖发行定价、承销、认购、簿记建档及监督管理，并明确对违法违规行为的监管措施和处罚要求。
#央行
外媒与科技媒体长文、研究号文章
钛媒体AI 评分4444
彭博利空AI 评分5353 日本央行行长植田和男称无法容忍基础通胀进一步高于2%
日本央行行长植田和男表示，他“无法容忍”基础通胀进一步升至2%以上。
彭博AI 评分3030 PBOC’s Pan Touts Yuan Assets to Investors at Deutsche Bank Event
China’s central bank governor Pan Gongsheng touted yuan assets to investors in Bangkok and outlined plans to expand their role in global markets, according to people who attended the closed-door event.
CNBC利空AI 评分2929 India's rupee forecast to weaken toward 100-per-dollar level even as RBI pushes back
The RBI's latest moves have helped the rupee recover from 96.79 rupees per dollar to the 95-level over recent days.
Business Standard利空AI 评分2828 RBI should curb non-essential LRS outflows, scrutinise ODI: SBI Research
SBI Research has called for curbs on non-essential foreign exchange remittances and closer scrutiny of overseas investments to ease rupee pressure amid global uncertainties
钛媒体利好重大AI 评分4848 【钛晨报】前三季度社融增量27.46万亿元；151款应用拒绝接入豆包手机助手；茶百道遭恒生指数系列剔除
中国人民银行公布前三季度金融数据，社会融资规模增量为27.46万亿元，债券和股票融资占比约49.48%，超过贷款占比约7个百分点。豆包手机助手公布拒绝其执行GUI自动化操作的应用清单，共151款，含微信、DeepSeek等。恒生指数公司公告称，茶百道因股份受监管机构调查而停牌，将从恒生指数系列剔除。
Business StandardAI 评分2020 RBI to continue efforts to prevent excessive rupee volatility: Sitharaman
Union Finance Minister Nirmala Sitharaman said India's strong macroeconomic fundamentals should reassure investors about the country's fiscal discipline
Business Standard利空AI 评分2323 RBI extends forex risk reserve requirement to banks' own hedging contracts
The central bank has mandated a 20 per cent reserve on eligible rupee derivative contracts used by authorised dealers to hedge their own currency risks, without a minimum transaction threshold
彭博利好AI 评分3232 Japan’s Producer Prices Cools, Indicating Room for BOJ to Wait
The growth of corporate goods prices in Japan eased again while staying at elevated levels, indicating that inflationary pressure from input costs may have peaked for now and suggesting less urgency for the Bank of Japan to raise interest rates after last month’s hike.
彭博利好AI 评分4848 日本9月生产者价格指数同比上涨6.8%，低于预期
日本9月生产者价格指数同比上涨6.8%，低于市场预期的7.6%。日本央行公布的数据显示了这一变化。
路透社AI 评分3838 Rupee jumps 1% after RBI redirects oil dollar demand, raises cost of some FX hedges - Reuters
Rupee jumps 1% after RBI redirects oil dollar demand, raises cost of some FX hedges Reuters
彭博利空AI 评分1818 RBI Tightens Rupee Defense as Pricey Crude, Foreign Outflows Bite: USD/INR
The rupee is likely to advance on Monday, but sustaining the gains will be harder.
Business Standard利好AI 评分1414 Rupee defence raises question of how far RBI will go as pressure mounts
The rupee is poised to rally when trading resumes Monday, with analysts expecting the RBI to defend the 97-per-dollar level
Business StandardAI 评分4848 印度央行在卢比承压之际为石油公司开设特别美元窗口
印度央行将从周一为国有石油公司开设特别窗口；外汇交易商不得允许用户重新预订外汇衍生品。
Business Standard利空AI 评分4545 印度储备银行提高每日CRR维持比例至99%，并宣布债券出售
印度储备银行将每日最低CRR维持比例提高至99%，并宣布于10月13日出售25,000 crore 卢比债券，以使隔夜利率与回购利率保持一致。CRR新要求自10月16日起生效。
彭博利好AI 评分5555 人民币兑贸易伙伴货币篮子升至四年高位，中国人民银行回应低估说法
人民币兑贸易伙伴货币篮子升至四年高位，中国人民银行驳斥人民币被低估的说法，并为其汇率管理政策辩护。
Business Standard利空AI 评分1414 State-owned banks raise repo-linked lending rates by 25 bps after RBI move
Several banks, including BoB, PNB and Indian Bank, raise repo-linked lending rates by 25 bps after the RBI's policy rate increase, making loans costlier for borrowers
钛媒体AI 评分6464 赴港开户规则收紧后，汇丰、渣打等港资银行在内地提供见证开户
汇丰、渣打等港资银行在内地提供见证开户，客户资产达到50万元人民币并承诺存放至少三个月，经律师鉴证后最快三周可收到香港账户和实体卡。文章梳理了跨境投资账户限制及跨境理财通等合规渠道；截至2026年9月15日，跨境理财通南向通已用额度约163亿元，占比10.89%，剩余额度超过1336亿元。
钛媒体AI 评分1515 【钛晨报】中国人民银行发布人民币汇率的政策立场；尊界回应制动踏板支架底座断裂问题；苹果给开发者下硬规定：明年4月所有App必须适配折叠屏
Manus完成超5亿美元新一轮融资；一汽、广汽声明：一汽丰田仍将作为独立运营主体存续；谷歌云推出Gemini智能代理，可自主执行企业多步骤任务；贝索斯首次明确表态：蓝色起源或将数年内IPO；新就业形态劳动者权益保障办法公开征求意见；特朗普据悉买入了最高2500万美元的Meta股票；世贸组织上调2026年全球货物贸易增长预期；安妮·卡森获得2026年诺贝尔文学奖
彭博AI 评分3636 China Central Bank Defends Currency Policy Before EU Trade Talks
China’s central bank rejected claims that the yuan is undervalued ahead of scheduled trade talks with the European Union, arguing that exchange-rate adjustments won’t resolve the structural problems behind global economic imbalances.
Business StandardAI 评分2222 Households turn wary on prices as consumer confidence slips: RBI surveys
The RBI's latest surveys show a widening gap between household price concerns and economic confidence, even as spending intentions remain resilient across urban and rural India
彭博利空AI 评分2121 Rupee Nears Record Low Even as RBI Signals Further Tightening
A weak monsoon is raising food-price risks, while the falling rupee is making imports more expensive.
Business StandardAI 评分3737 Bank deposits, demat investments in single account statement soon
Demat account holders will get a consolidated view of investments and bank deposits from January 1, while RBI also plans interoperability among account aggregators
Business StandardAI 评分3434 India's rural economy decoupling from monsoon shocks, says RBI report
Rural incomes are becoming less dependent on monsoons as allied activities, irrigation and diversification cushion the impact of rainfall shortfalls.
钛媒体利好AI 评分5757 中国央行9月末黄金储备增至7747万盎司，连续23个月增持
中国央行数据显示，9月末黄金储备为7747万盎司（约2409.59吨），环比增加74万盎司（约23.02吨），连续第23个月增持。8月末黄金储备为7673万盎司（约2386.57吨），当月增加65万盎司。
Business Standard利空AI 评分1717 RBI hikes interest rates by 25 bps: What next for the markets?
The more important signal from here will be the RBI's forward guidance, analysts said, and whether this marks the beginning of a broader tightening cycle.
Business Standard利空AI 评分5555 RBI加息25个基点至5.50%，印度10年期基准收益率上升6个基点
RBI将回购利率上调25个基点至5.50%，并表示后续行动可能是加息或暂停。印度10年期基准收益率随之上升6个基点。
Business Standard利空AI 评分3131 RBI MPC hikes repo rate by 25 bps to 5.5%, near-term cuts 'off the table'
RBI MPC October 2026: At its policy meeting, held between October 5 and October 7, the committee changed the stance to 'calibrated tightening'
Business StandardAI 评分1818 RBI MPC October 2026 meeting: When and where to watch rate decision live
RBI MPC meet: At its August monetary policy review, the RBI kept the repo rate unchanged at 5.25 per cent and maintained its 'neutral' stance
卫报利空AI 评分2121 Australian consumer confidence plunges to worst level since 1990s after RBA rate rise
Key indicator dropped about 20% after the Reserve Bank last month announced the highest interest rates since 2011Get our breaking news email, free app or daily news podcastAustralian households are the most persistently pessimistic they have been since the early-1990s recession, after a fourth rate
路透社利空AI 评分3636 BOJ may signal underlying inflation has hit 2% goal, sources say - reuters.com
BOJ may signal underlying inflation has hit 2% goal, sources say reuters.com
彭博利空AI 评分2929 Indian Bond Yield Curve Seen Flatter as RBI Drains Surplus Cash
India’s bond curve is poised to flatten further as the Reserve Bank of India steps up liquidity withdrawals, prompting some investors to favor 10-year debt over five-year notes.
Business StandardAI 评分1010 RBI MPC policy, oil prices, bond yields may drive market this week
Macroeconomic data announcements and foreign investors' trading activity will also guide market trends
卫报AI 评分4242 澳大利亚储备银行警告澳大利亚面临重大全球金融冲击风险
澳大利亚储备银行警告，全球金融稳定面临的威胁持续增加，澳大利亚可能受到全球人工智能投资热潮突然崩溃的冲击。尽管利率上升、房价暴跌，家庭整体仍有能力应对，欠款超过房产价值的借款人少于每100人中的1人。