来源：第一财经 【时政新闻】 美国8月未季调CPI同比升2.9%，前值升2.7%； 美国上周初请失业金人数26.3万人，前值23.7万人； 荷兰召见俄罗斯驻荷大使 抗议无人机进入波兰领空； 【市场动态】 美股三大股指期货齐涨，道指期货涨0.17%，标普500指数期货涨0.2%，纳指期货涨0.27%； 欧洲主要股指走高，英国富时100指数涨0.51%，法国CAC40指数涨0.95%，德国DAX指数涨0.4%； 【公司新闻】 美国解除对白俄罗斯航空公司的制裁； 加纳首次接收被美国遣送人员； 被解雇FBI官员起诉特朗普政府 称"遭报复"； 欧洲央行公布利率决议，维持三大关键利率不变； 日本在野党市民团体抗议日美军演； 甲骨文盘前涨超1%，恩斯坦上调目标价至363美元； Adobe盘前涨近2%，Adobe宣布多个AI代理产品正式上市，Stifel重申买入评级； 凯雷、红杉等据称成为星巴克中国的最终竞购者。 (本文来自第一财经) ...

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]

Group 1 - Major 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 stocks are experiencing gains, with Alibaba up 2.24%, NetEase up 1.54%, Trip.com up 1.40%, and Baidu up 1.58% [1] - Bernstein raised Oracle's target price from $308 to $363, emphasizing its rapid transformation into a large-scale cloud service and AI infrastructure provider, with projected cloud infrastructure revenue reaching $18 billion in FY2026 and $144 billion by FY2030 [1] Group 2 - Phillip Securities downgraded Apple from "Neutral" to "Reduce" due to high valuations and short-term challenges outweighing the impact of recent product launches, citing tariffs, increased capital expenditures, and lack of significant AI innovations [2] - Stifel reiterated a "Buy" rating for Adobe, raising its target price to $480, following the launch of multiple AI agent products that are expected to support continued growth [2] - Lyft and May Mobility launched a pilot autonomous taxi service in Atlanta, with Lyft's stock up 0.35% [2] Group 3 - Carlyle Group, Sequoia Capital, and other firms are reportedly preparing final bids for a controlling stake in Starbucks China, with bids due by early October [3] - Boeing has reached a tentative agreement with the machinists' union, potentially ending a five-week strike at its St. Louis facilities [3] - 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, still above the Federal Reserve's 2% target [3]