Morgan Stanley
Morgan Stanley mobilizes capital to help governments, corporations, institutions, and individuals around the world achieve their financial objectives.
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大摩维持黄金看多观点 称 4000 美元为强底部
摩根士丹利策略师表示，尽管金价近期受美债收益率上升压制回落，但仍维持未来 12 个月看多立场，并指出 4000 美元是“相当强的底部”。
Morgan Stanley Establishes Digital Asset Lab to Test Stablecoin, Tokenization, and DeFi Technologies
Odaily News: Morgan Stanley has established a digital asset lab to test technologies such as stablecoins, tokenization, and decentralized finance applications, and to explore the use of blockchain-based systems across its various business lines.Megan Brewer, Head of Market Innovation and Labs at Morgan Stanley, said the initiative is part of the company's existing innovation lab network, which provides employees with dedicated facilities to explore emerging technologies while avoiding risks to the bank's core systems.
based
DeFi Technologies
Digital Asset
Market
Test
Hut 8 Completes $1.07 Billion Four-Year Senior Secured Revolving Credit Facility, Led by JPMorgan
Odaily News: Hut 8 announced the completion of a $1.07 billion four-year senior secured revolving credit facility, with JPMorgan serving as Lead Arranger, Bookrunner, and Administrative Agent, Citi, Goldman Sachs, and Morgan Stanley serving as Joint Lead Arrangers and Joint Bookrunners, and a syndicate comprising 12 lending institutions in total. Hut 8 is primarily engaged in energy infrastructure and digital asset mining businesses.
Joint
摩根大通
Morgan Stanley Becomes Strategic Partner of NEXTPredict, Will Explore Institutional Capital Entering Prediction Markets
According to Decrypt, Morgan Stanley has become a strategic partner of New York Prediction Market Summit NEXTPredict and will host discussions on institutional capital entering prediction markets at the event scheduled for October 22–23. Pierre Lindh, co-founder of NEXTPredict, noted that this marks the first time a bank has publicly engaged in events within this sector. The session will be moderated by Stephen Grambling, Head of US Gaming, Hotels & Leisure Research at Morgan Stanley, focusing on the opportunities for institutional funds to enter prediction markets, along with market structure and risk considerations. Currently, around 90% of liquidity and trading volume in prediction markets remains concentrated in sports contracts, though some financial institutions are beginning to explore its potential applications in market forecasting, internal forecasting, and corporate risk hedging. Morgan Stanley previously also took part in Kalshi’s $1 billion Series F funding round completed in May this year.
Decrypt
Kalshi
Market
US Bitcoin spot ETFs saw a net inflow of $347 million yesterday.
According to Trader T data, on September 23, US spot Bitcoin ETFs recorded total net inflows of $346.98 million, marking a cumulative net inflow of $2.65 billion over five consecutive days. BlackRock IBIT saw net inflows of $166.29 million, Fidelity FBTC recorded net inflows of $143.24 million, Morgan Stanley MSBT posted net inflows of $32.41 million, and Ark Invest ARKB logged net inflows of $5.04 million.
Ark
Ark
Bitcoin
IBIT
InfinityBit
贝莱德
Record single inflow since inception, Morgan Stanley's MSBT ETF receives 1,100 Bitcoin
Odaily reports, according to Onchain Lens monitoring, 3 hours ago, Morgan Stanley's MSBT Bitcoin ETF received 1,100 Bitcoin from Coinbase Prime, worth approximately $93.89 million, marking the largest single inflow since the fund's inception.
Bitcoin
Coinbase
Onchain
Record
Yesterday, U.S. Bitcoin spot ETFs recorded a net inflow of $714.74 million.
According to Trader T data, on September 22, Bitcoin spot ETFs recorded a total net inflow of $714.74 million. BlackRock IBIT saw a net inflow of $350.35 million, Fidelity FBTC $257.42 million, and Morgan Stanley MSBT $99.01 million; Grayscale Minis BTC, ARK Invest ARKB, and VanEck HODL recorded net inflows of $4.95 million, $570,000, and $2.44 million, respectively, while capital flows for other products were zero.
Ark
Ark
Bitcoin
Grayscale
IBIT
InfinityBit
Only 1 Net Outflow Day: Morgan Stanley Spot Bitcoin ETF Tops $634 Million in Net Inflows Over 5 Months Since Launch
According to Odaily, Bitcoin News posted on X that Morgan Stanley's spot Bitcoin ETF MSBT recorded its largest single-day net inflow of $61.7 million yesterday since its launch in April. Since inception, the ETF has seen only one net outflow day, on May 29, amounting to approximately $5.3 million.
Bitcoin
Morgan Stanley: Traditional Server Revenue Up 87%, Storage Still in Early Cycle
Morgan Stanley notes that the memory sector remains in the early stages of an upcycle, while the server cycle is lagging further behind and most PC-related opportunities have already passed. Server profit margins are stacking up at unprecedented levels; as long as memory prices continue to rise and supply remains constrained, this trend will not dissipate quickly. HPQ faces dual headwinds regarding PC demand and margins, with Morgan Stanley forecasting a 2% decline in FY27 revenue and a 16% drop in earnings per share.
Yesterday, U.S. spot Bitcoin ETFs recorded a single-day net inflow of $998.96 million.
According to data from Trader T, US Bitcoin spot ETFs recorded combined net inflows of $998.96 million on September 21, setting a new single-day net inflow record for 2026. Specifically, BlackRock IBIT saw net inflows of $381.37 million, ARK Invest ARKB recorded $289.12 million, Fidelity FBTC posted $238.84 million, Morgan Stanley MSBT gained $61.67 million, Bitwise BITB attracted $21.56 million, Grayscale GBTC received $3.34 million, and Grayscale BTC took in $3.06 million, while remaining products reported zero net flows.
Ark
Ark
Bitcoin
Bitwise
Grayscale
IBIT
Barclays hires Morgan Stanley executive to head Asian private banking business
According to Bloomberg, sources familiar with the matter revealed that Barclays has appointed Wee Yee Yeong, head of wealth management at Morgan Stanley Singapore, as head of wealth management for Singapore and Asia. As Barclays restarts its Singapore booking center operations, Wee is expected to assume the position in December, succeeding Evonne Tan, who left in April to become chief executive officer of Schroders Asia Wealth Management.
Morgan Stanley: iPhone 18 Lead Times Flat, Demand Better Than Feared
According to Chaoxiang Research, a Morgan Stanley research report dated September 16, 2026, indicates that four days after the pre-sale of the iPhone 18 Pro and Pro Max opened, the global delivery cycle stands at 2 to 4 weeks, broadly consistent with the same period last year. Apple’s H2 production volume for the Pro and Pro Max models reached 71 million units, compared to 60 million units last year, marking an 18% year-over-year increase. The delivery cycle for the Pro Max in the United States is 22.5 days, unchanged from last year; in Japan, it is 29.5 days, extending by 5.5 days from last year; and in China, it is 27 days, shortened by 3.5 days compared to last year. The global average delivery cycle for the Pro Max is 25 days, 0.4 days longer than last year. Morgan Stanley believes that flat delivery cycles alongside a substantial increase in production volumes suggest demand may be stronger than market concerns. The firm maintains its Overweight rating on Apple with a price target of $360, against a current price of $331.34, implying an upside potential of approximately 8.7%. Morgan Stanley advises monitoring whether Apple adjusts its production schedule in mid-to-late October as a key indicator to verify demand strength.
Apple
MAX
Morgan Stanley: Internet Stocks at Valuation Discount as AI Uncertainty Returns
According to TechFlow Research, Morgan Stanley's September 16, 2026 research report states that internet stocks rose 1% last week, while the S&P 500 and Nasdaq both fell 1% over the same period. META rose 5%, while Google and Amazon remained largely flat. Amazon, Google, and META have 2026 forward P/E ratios of 19x, 17x, and 20x, respectively, representing discounts of 34%, 35%, and 9% to their 12-month averages. The travel sector fell 8.1%, while digital advertising rose 1.4%.
Cometa
Meta Pool
MetaDAO
Metadium
Bitwise CIO Revises Clarity Act Outlook: Crypto Bull Run May Not Require Legislative Support
According to The Block, Bitwise Chief Investment Officer Matt Hougan has revised his previous assessment regarding the impact of the Clarity Act's failure. The bill secured only 49 votes in a procedural Senate vote, falling short of the 60-vote threshold needed to advance. While Hougan had previously forecasted that a failed bill would trigger several weeks of crypto market weakness, he noted in his latest client report that Bitcoin has continued to rise after bottoming out around $57,950 on July 1, surpassing $80,000 on September 4. In the same period, Polymarket’s implied probability for the bill’s passage within the year dropped from 39% to 14%. Price action moving contrary to these expectations suggests that the bull market does not rely on legislative passage. Hougan also pointed out that initiatives such as Robinhood launching its own blockchain, Morgan Stanley listing a Solana ETF, and DTCC completing the settlement of the first batch of tokenized stocks demonstrate that Wall Street institutions are already positioning themselves ahead of regulatory clarity. He noted that proactive rulemaking by the SEC and CFTC can partially fill legislative gaps, but acknowledged that executive regulations carry the risk of being overturned by future administrations. Consequently, congressional legislation remains the sole path to providing lasting regulatory certainty.
Bitcoin
Bitwise
Block
Clarity
Polymarket
Price
Morgan Stanley: Microsoft Dividend Raised 8%, Price Target $600
According to Trend Research, a Morgan Stanley research report dated September 16, 2026 states that Microsoft will increase its quarterly dividend by 8% and maintain an Overweight rating, with a target price of $600 against a current price of $497.12, representing an upside potential of approximately 20.7%. Morgan Stanley expects the growth rate of Azure and other cloud services to accelerate from 40.7% in FY26 to 44.9% in FY27, while M365 commercial cloud growth will rise from 16.4% to 16.6%. The base case scenario assumes FY28 earnings per share of $24.06, applying a 25x P/E multiple.
Price
Trend
Morgan Stanley: SpaceX Target Price $300, AI Compute Valuation Undervalued
According to Chaotang Research, Morgan Stanley's September 15, 2026 research report maintains an Overweight rating on SpaceX with a $300 price target against a current price of $148.15, indicating upside potential of 102.5%. Morgan Stanley breaks down the target price into four segments: $165 for AI compute, $118 for satellite broadband, $8 for rocket launches, and $8 for X and Grok. AI compute accounts for more than half of the valuation. The report raises its 2026 earnings per share forecast by 1% and its 2027 estimate by 3.8%, primarily reflecting the newly disclosed $1.1 billion NeoCloud deal.
Price
US Bitcoin spot ETF saw a net outflow of $296 million yesterday.
According to data from Trader T, on September 16, US Bitcoin spot ETFs recorded a total net outflow of $295.98 million. Among them, BlackRock IBIT had a net outflow of $144.11 million, Ark Invest ARKB had a net outflow of $84.4 million, Fidelity FBTC had a net outflow of $52.72 million, and Grayscale GBTC had a net outflow of $18.22 million; Morgan Stanley MSBT had a net inflow of $3.47 million, while net flows for the remaining products were zero.
Ark
Ark
Bitcoin
Grayscale
IBIT
InfinityBit
Becoming the 25th most-traded stock in the U.S., Strategy's MSTR trading volume surpasses Morgan Stanley
According to Odaily, BitcoinTreasuries.NET posted on X that MSTR, under Bitcoin reserve company Strategy, has surpassed MS, under financial giant Morgan Stanley, in trading volume, becoming the 25th most-traded stock in the U.S. MSTR's trading volume is higher than that of several companies with market capitalizations in the trillions of dollars.
Bitcoin
Monsterra
Strategy
19 of 22 Wall Street institutions expect the Fed to raise rates in September, with most anticipating a 50 basis point hike
Odaily reports: 19 of 22 major Wall Street institutions expect the Federal Reserve to raise interest rates in September, with most anticipating a 50 basis point hike.Specifically, Goldman Sachs expects a 25 basis point hike; Bank of America, Deutsche Bank, and RBC expect a 75 basis point hike; JPMorgan Chase, Morgan Stanley, Barclays, Citi, HSBC, UBS, and most other institutions expect a 50 basis point hike. Additionally, Jefferies expects the next rate adjustment to be a 25 basis point cut in December, while Oxford Economics expects a rate cut only in 2027. (Cointelegraph)
Cointelegraph
Rubic
Street
摩根大通
Morgan Stanley's Bitcoin ETF withdraws approximately $9.33 million worth of Bitcoin from Coinbase Prime
According to monitoring by Onchain Lens, Morgan Stanley's MSBT Bitcoin ETF has cumulatively withdrawn 123.21 BTC from Coinbase Prime, worth approximately $9.33 million at prevailing market prices.
Bitcoin
Coinbase
Onchain