奧本海默：將邁威爾科技集團(MRVL.O)目標價從325美元上調至425美元。

On the 7th, Iranian president Pezeshkian and Russian president Putin held a phone call and agreed to deepen bilateral strategic cooperation. Pezeshkian said relations are progressing well and urged expanding cooperation across sectors to advance their shared interests. Putin said that despite current regional turmoil, the two sides will continue to strengthen cooperation; Russia supports diplomatic efforts by some countries to ease regional tensions and is ready to play a role and provide assistance.

巴西總統選舉首輪結果明顯超出市場此前預期，帶動風險溢價快速下降。摩根大通隨後將巴西股票評級上調至“超配”，認爲短期仍有約11%—12%上漲空間，在更樂觀情景下潛在漲幅可接近20%。10月5日，巴西博維斯帕指數單日上漲7.7%創歷史新高，巴西雷亞爾同步大幅升值，市場已經開始交易更偏財政紀律和市場化政策的可能性。