*US AUG. PRODUCER PRICES RISE 0.4% M/M; EST. +0.4% *US AUG. PRODUCER PRICES RISE 5.4% Y/Y; EST. +5.3% *US AUG. CORE PPI RISES 0.2% M/M; EST. +0.3% *US AUG. CORE PPI RISES 4.6% Y/Y; EST. +4.6%
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*美国 8 月生产者价格同比上涨 5.4%;美国东部时间。 +5.3%
*US AUG. PRODUCER PRICES RISE 5.4% Y/Y; EST. +5.3%
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*美国 9 月份申请失业救济人数 206,000 人5 周;美国东部时间。 205K
*US JOBLESS CLAIMS 206,000 IN SEPT. 5 WEEK; EST. 205K
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美元/日元延续上涨,上涨0.5%至154.3
DOLLAR/YEN EXTENDS RISE, UP AS MUCH AS 0.5% AT 154.3
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*欧洲央行上调未来两年通胀前景; '28 年预计为 2.1%
*ECB RAISES INFLATION OUTLOOK FOR NEXT 2 YEARS; SEES 2.1% IN '28
ECB HIKES RATES 25 BPS AS INFLATION RISKS RISE The ECB raised rates by 25 basis points, taking the deposit rate to 2.50%, as the Middle East conflict keeps inflation pressures elevated. The ECB now sees inflation averaging 3.0% in 2026, 2.5% in 2027 and 2.1% in 2028, with the
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欧洲央行表示利率 欧洲央行决定将三种利率上调 25 个基点
ECB SAYS INTEREST RATES ECB DECIDED TO RAISE THREE INTEREST RATES BY 25 BASIS POINTS
Supreme Court sides with Republicans in fight over broadcast ad rates: https://www.cbsnews.com/news/supreme-court-sides-with-republicans-cheaper-broadcast-ad-rates/
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摩根士丹利分析师埃里克·伍德林 (Erik Woodring) 维持增持评级,目标价为 360 美元,他表示,苹果最新推出的产品代表了创新领域的重大进步。他认为 iPhone Duo 是苹果公司最具创新性的设备
$AAPL - MORGAN STANLEY SEES “APPLE AI” BULL CASE STRENGTHENING Morgan Stanley analyst Erik Woodring maintains Overweight with a $360 price target, saying Apple’s latest launches represent a major step-up in innovation. He sees the iPhone Duo as Apple’s most innovative device in
TRUMP TOUTS “SOLD OUT” GOP MIDTERM CONVENTION President Donald Trump claimed the Republican Midterm Convention in Dallas drew record attendance and stronger overall viewership than the NFL. Trump said thousands were unable to enter the packed arena and announced he will return
The Republican Midterm Convention last night, in Dallas, was a major, sold out hit, far bigger, better, and more important than anyone thought possible. It was really something, streaming all over the place, and really big numbers, despite going up against the NFL. The overall numbers beat the NFL. The Arena, which was really nice, beat its own attendance records. The place was packed! There were thousands of people outside who couldn’t get in. Screens were provided. I guess people LOVE TRUMP POLITICS! I’ll be there again tonight to close out the show. Exciting “Stuff!” MAKE AMERICA GREAT AGAIN!!!
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据路透社消息,与伊朗结盟的胡塞武装已经占领了也门的港口城市摩卡( Mocha ) ,并正在向杜巴卜( Dhubab )和巴布曼德布海峡( Bab el-Mandeb Strait )推进。对战略航道的控制可能使该集团进一步扰乱全球
HOUTHIS CLOSE IN ON KEY RED SEA CHOKEPOINT Iran-aligned Houthis have seized Yemen’s port city of Mocha and are pushing toward Dhubab and the Bab el-Mandeb Strait, according to Reuters sources. Control of the strategic waterway could allow the group to further disrupt global
US, IRAN PREPARE FOR PROTRACTED WAR Iran and the U.S. are reportedly preparing for a potentially prolonged conflict, with little sign of an imminent ceasefire or normalization of Middle East energy flows. Bloomberg reports Tehran remains committed to fighting and has rebuilt
$SPCX - UK DEEPENS SPACEX RELIANCE WITH $40 MILLION SATELLITE SPEND Britain has spent nearly $40 million on SpaceX satellite services, becoming the first country outside the U.S. to publicly acknowledge adopting Starshield. The UK military operates roughly 1,000 Starshield and
📅 PRESIDENT TRUMP — THURSDAY SCHEDULE 8:00 AM CT — Executive Time — Dallas 12:00 PM CT — Tours the National Medal of Honor Museum — Arlington 12:30 PM CT — Delivers remarks at the museum 5:15 PM CT — Participates in RNC Roundtable — Dallas 6:00 PM CT — Attends RNC Midterm
🇺🇸 WHAT TO WATCH TODAY — U.S. MARKETS 8:15 AM ET — 🇪🇺 ECB Rate Decision 8:30 AM ET — 🇺🇸 PPI + Jobless Claims 8:45 AM ET — 🇪🇺 Lagarde Press Conference 10:00 AM ET — 🏠 Existing Home Sales 10:30 AM ET — 🔥 EIA Natural Gas Storage 12:00 PM ET — 🛢️ EIA Oil Inventories 1:00 PM ET —
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伊朗下令暂停对进出伊朗运载能源产品的外国船只征收 10% 的运费 - Fars News
IRAN ORDERS TEMPORARY SUSPENSION OF 10% FREIGHT CHARGE ON FOREIGN VESSELS CARRYING ENERGY PRODUCTS TO OR FROM IRAN - FARS NEWS
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WHITE HOUSE HESITATES ON COPPER TARIFFS The White House has not yet decided on refined copper tariffs, as officials weigh boosting U.S. production against higher manufacturing costs ahead of the midterms. Copper prices have already hit record highs as buyers stockpile supplies
TRUMP SEES IRAN WAR ENDING AFTER MIDTERMS President Donald Trump said he expects the Iran war to end after November’s U.S. midterm elections, while again threatening strikes on Iran’s Pickaxe Mountain nuclear site. Meanwhile, Iran and the U.S. intensified attacks on shipping,
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$AAPL - 苹果公司:BOFA GLOBAL 研究将目标价格从 380 美元下调至 370 美元
$AAPL - APPLE INC.: BOFA GLOBAL RESEARCH CUTS PRICE OBJECTIVE TO $370 FROM $380
TRUMP PLEDGES $5,000 DIVIDEND IF GOP WINS MIDTERMS President Donald Trump pledged a $5,000 payment to every U.S. adult citizen if Republicans retain control of both chambers of Congress, a plan estimated to cost around $1.2 trillion. Trump provided no funding details, and the
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法国10年期政府债券收益率创2008年10月以来最高水平至4.3443%,上涨1个BP
FRANCE'S 10-YEAR GOVERNMENT BOND YIELD HITS HIGHEST SINCE OCTOBER 2008 AT 4.3443%, UP 1 BP
$AAPL - WALL STREET WEIGHS APPLE’S $1,999 FOLDABLE IPHONE Apple’s new iPhone Duo is drawing differing views from Wall Street. JPMorgan — Overweight, $340 PT: Sees Apple’s software-hardware integration giving the Duo an edge over Android foldables and supporting a strong volume
$PLTR $NVDA - PALANTIR, NVIDIA TEAM UP ON SUPPLY-CHAIN AI Palantir and Nvidia are partnering to bring AI capabilities to critical supply chains, starting with Nvidia’s own operations. The companies will integrate Nvidia’s Nemotron models into Palantir’s Foundry and AIP, aiming
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中国央行:9月14日至17日每天开展不超过6000亿元的隔夜逆回购
CHINA CENTRAL BANK: TO CARRY OUT UP TO 600 BLN YUAN PER DAY OF OVERNIGHT REVERSE REPOS ON SEP 14-17
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$META - 摩根大通看好 META 的人工智能潜力 摩根大通将 Meta 评级上调至增持,并将目标价从 640 美元上调至 820 美元,意味着上涨约 24%。该银行从人工智能代理、订阅和企业人工智能服务中看到了巨大的新收入机会
$META - JPMORGAN TURNS BULLISH ON META’S AI POTENTIAL JPMorgan upgraded Meta to Overweight and raised its price target to $820 from $640, implying roughly 24% upside. The bank sees significant new revenue opportunities from AI agents, subscriptions and enterprise AI services
PUTIN AIDE: EUROPE DOES NOT WANT UKRAINE PEACE Putin aide Nikolay Patrushev claimed Western Europe is not interested in peace in Ukraine or encouraging Kyiv to negotiate. He said the U.S. appears more interested in negotiations, expressing hope Washington could push Kyiv toward
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华为将 AI 芯片价格提高 60% 据报道,由于需求旺盛,华为已将其 Ascend 950DT AI 加速器的价格提高约 60% 至 37,300 美元。 HBM 短缺加剧了成本,而对 Nvidia 的中国替代品的需求持续激增。
HUAWEI HIKES AI CHIP PRICES 60% Huawei has reportedly raised the price of its Ascend 950DT AI accelerator by about 60% to $37,300, as booming demand outstrips supply. HBM shortages are adding to costs, while demand for Chinese alternatives to Nvidia continues to surge.
HOUTHIS SEIZE STRATEGIC RED SEA CITY Iran-backed Houthis have seized Yemen’s Mocha, according to Reuters sources. The advance brings the group closer to the Bab el-Mandeb Strait, raising risks for Red Sea shipping and global trade.
TRUMP PROMISES $5,000 DIVIDEND IF GOP WINS MIDTERMS President Donald Trump pledged a $5,000 payment to every adult U.S. citizen if Republicans retain control of Congress in November. Trump credited U.S. economic performance for the proposal, which would cost more than $1