Don’t just focus on the tech sector! Goldman Sachs is betting on these 10 energy stocks, with year-to-date gains soaring up to 151% and still recommending to buy.

According to Jinse Finance, SpaceX (SPCX.US), the "AI + Space Exploration" leader founded and led by Elon Musk with a market capitalization exceeding 2 trillions USD, plans a major acquisition of a nationwide 800MHz spectrum portfolio in the United States from Grain Management, involving up to 14MHz paired spectrum. This marks a key step toward becoming a comprehensive mobile communications operator. This significant transaction initiated by SpaceX is still pending approval from the Federal Communications Commission (FCC). Media reports citing insiders reveal that the deal is valued at approximately 8 billions USD. The market has subsequently reassessed the competitive barriers for traditional telecom operators. America's three leading operators—AT&T, Verizon, and T-Mobile—saw their shares quickly decline in after-hours US stock trading on Thursday, with AT&T, which in recent years has explicitly refused to cooperate with SpaceX, seeing its share price drop by about 6% at one point.

The European Central Bank stated that no funds were borrowed through the overnight lending facility, and the current deposit volume stands at 1,960.08 billion euros.

MISC: The Asian LNG transport company has signed a 10-year charter contract with Malaysian LNG company, involving an 18,700-cubic-meter LNG carrier. The contract will take effect starting from 2028.

⑴ The yield on the UK 10-year government bonds remained steady above 5.4%, near a 19-year high, as investors weighed declining oil prices against hawkish comments from Bank of England policymakers. ⑵ Brent crude retreated as concerns over Middle East supply eased after US President Trump ruled out the possibility of attacking Iran before the November midterm elections and described efforts to end the conflict as productive. ⑶ Meanwhile, Bank of England Chief Economist Huw Pill stated that the central bank must continue focusing on controlling inflation. Monetary Policy Committee member Megan Greene warned that UK wage growth could reach around 3.5% by 2027, potentially continuing to drive inflationary pressures and increasing the need for further rate hikes. ⑷ Governor Andrew Bailey also emphasized that the central bank must continue focusing on reducing inflation. ⑸ The market anticipates the Bank of England will raise rates in November, as it remains the only major central bank yet to begin tightening monetary policy to counter inflationary pressures arising from the US-Iran conflict.