美銀全球研究：將SpaceX(SPCX.O)目標價從235.00美元上調至275.00美元。

An Israeli newspaper citing people familiar reported Israeli military officials provided US counterparts intelligence saying Hamas does not intend to disarm and is rebuilding forces in Gaza to prepare for renewed full‑scale conflict. The IDF assesses Hamas has repaired its tunnel network and bolstered weapons stockpiles in areas it still controls; it estimates Hamas fields about 30,000–40,000 members, roughly its size before Oct. 7, 2023, and security agencies judge Hamas has reasserted effective control in Gaza.

Hanwha Investment & Securities strategist Sung-soo says the Bank of Korea’s hold and lack of clear forward guidance imply policymakers are comfortable with the market‑implied path for policy rates. He expects two further gradual hikes—in November and next February—raising the terminal rate to 3.50%, which he forecasts will be maintained through end‑2027.