Group 1: Market Trends - Major U.S. index futures are showing positive movement, with Dow futures up 0.16%, S&P 500 futures up 0.15%, and Nasdaq futures up 0.22% [1] - Popular Chinese concept stocks are experiencing gains, with Alibaba up 2.24%, NetEase up 1.54%, Ctrip up 1.40%, and Baidu up 1.58% [2] Group 2: Company Updates - Bernstein raised Oracle's target price from $308 to $363, reiterating an "outperform" rating, highlighting Oracle's rapid transformation into a large-scale cloud service and AI infrastructure provider. Oracle's cloud infrastructure revenue is expected to reach $18 billion in FY2026 and $144 billion by FY2030, potentially rivaling or surpassing Google Cloud by the end of the decade [2] - Phillip Securities downgraded Apple’s rating from "neutral" to "underweight" due to high valuations and short-term headwinds outweighing the impact of the latest product launch. Concerns include tariffs, increased capital expenditures, and a lack of significant AI innovations to address ongoing product weakness and issues in the Chinese market [2] - Stifel reiterated a buy rating for Adobe with a target price of $480, following the launch of multiple AI agent products that are expected to support continued growth in Adobe's digital experience business [3] - Lyft, in partnership with May Mobility, launched a pilot autonomous taxi service in Atlanta [3] - Investment firms including Carlyle Group, Sequoia Capital, and Hillhouse Capital are reportedly preparing final bids for a controlling stake in Starbucks' China business, with submissions due by early October [3] - Boeing's defense division reached a tentative agreement with the machinists' union, potentially ending a five-week strike at its St. Louis facilities [3] Group 3: Economic Indicators - The U.S. August CPI data is set to be released, with economists predicting a 0.3% month-over-month increase and a 3.1% year-over-year increase in core CPI, which remains significantly above the Federal Reserve's 2% target [4]
今晚8:30，美国重要数据发布；甲骨文续涨超1%，投行上调其目标价；凯雷、红杉等据称成为星巴克中国最终竞标者【美股盘前】