① As of press time, Dow Jones futures rose 0.09%, S&P 500 futures rose 0.25%, and Nasdaq futures rose 0.38%.
② Chinese concept stocks have generally risen, with a 3-fold long FTSE China ETF up over 14%. As of press time, Fangduoduo has risen 16.67%, Tiger Securities has risen about 14%, NIO has risen 5.44%, Xiaopeng Motors has risen about 7%, and JD.com has risen about 5%; The FTSE China ETF, which is 3 times long, rose by over 14%, while the CSI 300 ETF, which is 2 times long, rose by over 11%.
③ Bank of America reiterates its' buy 'rating on Nvidia, raising its target price to $190. Bank of America has raised its expectations for Nvidia's earnings per share in the coming years, citing the company's 80% to 85% market share in the potential $400 billion market. Bank of America reiterated its' buy 'rating on Nvidia and raised its target price from $165 to $190, nearly 40% higher than the current level.
④ Citigroup: There is a trend towards "Trump trading" in the market before the US election. Citigroup believes that given the potential greater market impact of Trump's policy proposals, there is a trend towards Trump trading themes in the election before November. The report states that the possibility of tariffs/trade and fiscal expansion are two major concerns, both of which have an upward impact on inflation expectations; The Harris deal may be limited as she is unlikely to gain control of Congress.
⑤ As of the time of writing, Netflix rose nearly 6% and Q3 net profit increased by 41% year-on-year, exceeding expectations. On the news front, the company's Q3 net profit was $2.364 billion, exceeding analysts' expectations and a year-on-year increase of 41%. Da Mo has raised its target price for Netflix from $820 to $830.
⑥ Needham analyst Charles Shi maintains a "buy" rating on TSMC and sets a target price of $210. Shi stated that "TSMC has delivered an explosive quarterly report, with revenue, gross profit margin, operating profit margin, and guidance far exceeding general expectations.
⑦ According to Tesla's official statement, Tesla's Supercharger network has deployed 60000 Supercharger stations worldwide. Tesla Supercharging Network is the only global DC fast charging network for electric vehicles, and it is also one of Tesla's biggest contributions to electrification.
⑧ The International Monetary Fund (IMF) warned on Thursday that the global economy is facing a series of challenges, such as conflicts, trade frictions, high debt, and low growth, which may keep the economy in a sluggish state for a long time, thereby affecting the resource investment of countries in social and environmental issues.
⑨ Piper Sandler gives Disney a "neutral" rating for the first time, with a target price of $95.
⑩ At 20:30 Beijing time, the month on month construction permits and new housing starts in September in the United States; At 22:00 Beijing time, Kashkari, the chairman of the Minneapolis Fed and a member of the FOMC voting committee in 2026, delivered a speech.
Disclaimer: The content and data in this article are for reference only and do not constitute investment advice. Please verify before use. Based on this operation, the risk is borne by oneself.