摩根大通：首次覆蓋SK海力士ADR，給予“增持”評級，2027年6月目標價245美元。核心理由是：AI推動HBM/DRAM需求持續增長，存儲景氣週期可能更長；海力士在HBM技術和客戶份額上領先；盈利、自由現金流及回購分紅能力同步改善。

US consumer prices accelerated in August as gasoline rebounded after two months of declines, boosting market bets on a Fed rate hike next week. The Labor Department’s BLS said CPI rose 0.4% MoM in August after a 0.1% gain in July; consumer inflation was up 3.4% YoY over the 12 months to August, unchanged from July. Thursday’s data showed August PPI rose, with several key subcomponents that feed into PCE inflation, and last week’s strong August jobs report added to tightening expectations. After the CPI release, markets priced roughly a 90% probability of a Fed rate increase next week.

法國央行行長穆蘭：法國經濟將以適度的速度復甦。