Barclays initiates coverage of SpaceX with an Overweight rating and a target price of $254.

According to Odaily, in its latest report covering the Greater China semiconductor sector, Morgan Stanley gave the AI semiconductor industry chain an "attractive" sector rating. Among investable US equities, TSMC (TSM.US) was identified by Morgan Stanley as the most certain beneficiary. Together with ACM Research (ACMR.US) and Silicon Motion (SIMO.US), it forms the core portfolio benefiting from the expansion of AI computing power.

According to data from Spain's Natural Gas System Technical Management Agency, about 59.1% of natural gas imports in September were liquefied natural gas. The remaining approximately 40.9% was transported via pipeline. The total natural gas imports for the month reached around 27,900 GWh, compared to about 27,600 GWh in the same period last year, reflecting a slight year-on-year increase. The import structure shows that liquefied natural gas is dominant, while pipeline gas accounts for a relatively lower proportion. At the market level, European storage levels and the pace of liquefied natural gas arrivals continue to be the main variables affecting gas prices. Moving forward, attention should be paid to changes in natural gas demand and inventory levels in Spain and across Europe as a whole.