Bank of America raises Coinbase price target from $174 to $203

Tom Lee told CNBC in an interview: "I think ahead of last week's jobs report, the market was pricing in the 'most hawkish Fed' scenario, expecting three interest rate hikes, including a 75% probability of a rate hike in October. But ultimately, the jobs report came in weaker. We will get the September inflation report in two weeks. In our view, we believe some one-off factors are fading, so I think inflation data will be soft over the next six months. This will not only allow the Fed to backtrack from its hawkish stance, but also push bond yields to truly normalize as inflation uncertainty begins to ease. Moreover, I see many signs: tech stocks hitting new highs and cryptocurrencies performing so well—this is impossible under tight monetary conditions. So I think they are pricing in looser financial conditions ahead of time."

Morgan Stanley reaffirmed an "overweight" rating on SpaceX, setting a target price of $300, and noted the stock looks "very cheap" when factoring in its growth prospects. Analyst Adam Jonas stated that on a growth-adjusted basis, SpaceX’s trading valuation is roughly 40% lower than that of large-cap AI peers. Potential catalysts include the upcoming Starship flight, third-quarter financial results, Grok launch, and additional Neocloud deals, with a successful Starship capture potentially being the biggest catalyst since SpaceX’s IPO.

According to Bitget's market data, New York silver futures gained 3.00% intraday, currently priced at $62.24 per ounce.

CoinShares stated in its latest survey that wealthy investors’ willingness to allocate to cryptocurrencies continues to expand. The firm surveyed 2,230 wealthy investors across the U.S., U.K., France, Germany, Italy, Sweden, and Switzerland, finding that digital asset holdings range from 54% to 70% of respondents; among them, the U.S., U.K., and Germany all have holding rates approaching 70%. For respondents who already hold digital assets, there is strong willingness to increase exposure in 2026. CoinShares noted that at least 85% of existing investors in five markets plan to add to their positions, with the U.S., U.K., and Germany hitting 91% each; Switzerland and Sweden stand at 78% and 71% respectively.

Stifel has raised its price target for Lumentum (LITE.O) from $1,100 to $1,232.

，摩根士丹利策略师表示，自初夏以来美股估值大幅回落，在盈利增长依然强劲的背景下，部分市场板块的投资吸引力正在提升。Michael Wilson 带领的团队表示，此轮回调幅度已为与经济周期相关、基本面前景依然稳健的行业创造了「更好的投资环境」。其中，资本品板块尤为突出，其盈利预期上调情况位居各行业前列。Wilson 周一在一份报告中表示：「近期估值下修后，部分重资产板块开始显得更具吸引力。」自 8 月中旬以来，美股涨势有所放缓。不断攀升的债券收益率抵消了强劲财报季带来的提振，而企业未来几周开始公布第三季度业绩，市场预计盈利仍将保持强劲。彭博情报数据显示，分析师预计标普 500 指数成份股第三季度盈利同比增长 25%，此前第二季度已增长 34%。人工智能需求、云计算巨头创纪录的资本支出以及强劲的宏观经济环境推动了盈利增长。