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美股盤前要點 | 6月“小非農”數據創逾兩年最大降幅!多家華爾街大行宣佈調高股息
1. 美國三大股指期貨升跌不一,納指期貨跌0.25%,標普500指數期貨跌0.06%,道指期貨升0.07%。2. 歐股主要指數升跌不一,德國DAX指數跌0.16%,英國富時100指數跌0.24%,法國CAC指數升0.91%,歐洲斯托克50指數升0.28%。3. 美國6月ADP就業人數減少3.3萬人,為2023年3月以來最大降幅,預期增加9.5萬人,前值增加3.7萬人。4. 機構:美國6月新車銷售約125萬輛,業內預計大量推前需求已被消化。5. 在通過美聯儲年度壓力測試後,摩根大通、高盛、花旗等多家華爾街大行調高股息。6. 據報特斯拉集中調整人形機器人Optimus軟硬件技術細節,於半個月前暫停採購零部件。7. 據報蘋果摺疊iPhone進入P1原型階段,摺疊iPad研發被擱置。8. 亞馬遜海外購首個年度級夏日大促“海折節”將於7月8日至12日正式開啟。9. OpenAI CEO奧特曼反擊Meta大舉挖角,直言後者“令人厭惡”。10. 據報英特爾考慮調整晶圓廠代工業務戰略,或跳過18A直接採用14A工藝。11. 據報台積電或將停產氮化鎵(GaN)產線,轉做先進封裝。12. 洛克希德馬丁獲五角大樓撥款約30億美元,展開宙斯盾反導防禦系統升級開發。13. 波音將接管Spirit AeroSystems位於北愛爾蘭工廠的部分設施。14. 通用汽車Q2美國汽車銷量同比增長7%,達746,588輛。15. Lululemon起訴開市客,指控其自有品牌販售仿冒服飾涉嫌侵犯知識產權。16. 攜程集團董事局主席梁建章:估測未來入境遊應該1000億-2000億美元的增量機會。美股時段值得關注的事件:21:45 美國6月標普全球製造業PMI終值22:00 美國6月ISM製造業PMI/美國5月JOLTs職位空缺(格隆匯)
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