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美股盤前要點 | 11月CPI數據今晚公佈 甲骨文Q2雲服務收入增速放緩
格隆匯 12-12 20:32
1. 美國三大股指期貨齊升,納指期貨升0.23%,標普500指數期貨升0.12%,道指期貨升0.22%。 2. 歐股升跌不一,德國DAX指數跌0.14%,英國富時100指數升0.3%,法國CAC指數升0.09%,歐洲斯托克50指數跌0.02%。3. 高盛資產管理公司(GSAM):就業數據顯示美國勞動市場保持韌性,美股下跌將提供趁低吸納機會。4. 摩根士丹利:預測美國企業盈利將於第四季轉弱,明年則反彈。5. 甲骨文2024財年Q2營收129億美元,略低於市場預期的130.5億美元;雲計算服務營收同比增長25%至48億美元,連續第二個季度放緩。6. 谷歌母公司Alphabet在與《堡壘之夜》開發者Epic Games關於谷歌應用商店反壟斷訴訟中敗訴。7. 消息稱摩根大通將外包其在香港和台灣的本地託管業務,花旗、匯豐和渣打在爭取該業務。8. 福特知會供應商,準備在明年將暢銷電動卡車型號F-150 Lightning的產量削減一半。9. 消息稱波音將在關鍵部門的規劃人員數量減半,以重新將精力集中在應對工業壓力上。10. 孩之寶表示,由於銷售疲軟,計劃再裁員約900人,相當於員工總數的20%左右。11. 伯克希爾哈撒韋披露,減持近一半持有的惠普股份,最新持股比例為5.2%,即約5150萬股。12. 信實工業和迪士尼正在敲定一份不具約束力的條款書的細節,以合併雙方在印度的媒體業務。13. 阿斯利康同意以每股15美元現金的價格收購疫苗開發商Icosavax,交易價值高達11億美元。14. 輝瑞獲得收購生物技術公司Seagen所需的批准,預計於12月14日完成收購。15. 私募股權公司Veritas Capital洽談將醫療保健技術公司Cotiviti的50%股份出售給KKR,估值高達110億美元。16. Hiscox與谷歌合作創建了一個人工智能模型,可以自動化處理專業風險的核心承保流程。17. Lucid宣佈Sherry House將辭任首席財務官,立即生效;會計副總裁Gagan Dhingra將兼任臨時首席財務官。18. 由於美國聯邦貿易委員會(FTC)反對,賽諾菲將終止獨家許可Maze Therapeutics公司開發治療龐貝氏症藥物的交易。美股時段值得關注的事件:21:30 美國11月季調後CPI月率/美國11月未季調CPI年率
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