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美股盤前要點 | “恐怖數據”今晚來襲!臺積電Q2盈利同比大增超六成
格隆匯 07-17 20:25
1. 美國三大股指期貨漲跌不一,納指期貨漲0.01%,標普500指數期貨跌0.08%,道指期貨跌0.26%。2. 歐股主要指數集體上漲,德國DAX指數漲0.58%,英國富時100指數漲0.3%,法國CAC指數漲0.93%,歐洲斯託克50指數漲0.94%。3. 美國衆議院已有足夠票數推進加密貨幣法案的立法程序。4. 摩根大通:“美聯儲不受政治壓力”是神話,美股或因降息押注續漲。5. 臺積電Q2淨利潤3983億元臺幣,同比大增60.7%,超出市場預期並創下歷史新高。6. 美國官員因國家安全疑慮推遲阿聯酋與英偉達價值數十億美元的AI芯片交易。7. 特朗普稱可口可樂已同意在美國使用蔗糖生產可樂,公司迴應:未承諾做出改變。8. 英特爾被曝再裁員約5000人,主要集中在加州和俄勒岡州。9. 谷歌將於8月發佈新款Pixel智能手機及手錶,均整合人工智能技術。10. 包括美國銀行和花旗銀行在內的多家美國大型金融機構正着手推出穩定幣。11. 摩根士丹利CEO皮克:集團將會考慮併購機遇,但併購門檻將極高。12. 據報OpenAI與Shopify探討合作,將ChatGPT與網購平臺連結。13. 理想i8開啓預訂,預計售價35萬元-40萬元,正式售價將於7月29日發佈會公佈。14. 諾華製藥Q2核心淨利潤47.1億美元超預期,啓動最高100億美元股票回購計劃。15. 百事可樂Q2營收227.3億美元低於預期,盈利同比下滑近60%至12.6億美元。16. GE航空航天Q2營收102億美元,經調整每股收益1.66美元,均超預期。17. 美國聯合航空Q2營收152.4億美元低於預期,盈利同比下滑26%,公佈新年度指引。18. 美國鋁業Q2營收30.2億美元勝預期,美國關稅導致成本增加超1億美元。美股時段值得關注的事件:20:30 美國6月零售銷售月率/美國6月進口物價指數月率/美國至7月12日當週初請失業金人數22:00 美國5月商業庫存月率(格隆匯)
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