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美股前瞻 | 三大股指期貨齊跌

10月18日(週一)美股盤前,美股三大股指期貨齊跌。截至發稿,道指期貨跌0.37%,標普500指數期貨跌0.34%,納指期貨跌0.22%。

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截至發稿,WTI原油漲1.46%,報82.92美元/桶。布倫特原油漲1.01%,報85.72美元/桶。

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市場消息

次日01:00 蘋果公司將舉行特別活動。根據媒體的普遍預期,蘋果可能會推出搭載升級版M1芯片的MacBook Pro以及傳言已久的AirPods 3。

次日02:15 明尼阿波利斯聯儲主席卡什卡利發表講話。

受上週五超預期的零售數據刺激,10年期美債收益率再度站上1.6%,美元指數也一度重回94上方。

美國利率交易員對美聯儲明年6月加息25個基點的預期機率上升至近50%。利率掉期顯示,市場預測美聯儲明年6月會議加息12個基點左右,預期9月加息25個基點的機率爲100%,且不晚於2023年2月第二次加息。

包括摩根大通、富國銀行在內的部分華爾街銀行指出,通脹壓力將增加其薪酬成本,此外銀行會爲了留住人才而提高他們的薪酬。

美國白宮官員稱,從11月8日起,美國將取消對完全接種疫苗的旅行者的國際航空和陸地邊境的旅行限制。

當地時間10月17日,美國交通部長皮特·布蒂吉格表示,美國面臨的供應鏈問題將持續到2022年,美國總統拜登的基礎設施法案或是緩解此問題的最佳方式。

據報道,OPEC及其盟友再次未能提供足夠的原油來實現其產量目標,在全球正從疫情中復甦之際,供應缺口進一步擴大。據知情代表透露,OPEC+9月份的減產幅度比原計劃增加了15%,8月份和7月份的減產幅度分別爲16%和9%。

安聯集團首席經濟顧問、劍橋大學皇後學院院長穆罕默德·埃爾-埃利安(Mohamed El-Erian)表示,如果美聯儲撤回因新冠疫情而啓動的刺激措施,投資者應該爲市場波動加劇做好準備。

歐洲央行行長拉加德週六在IMF舉辦的會議上稱,新冠疫情帶來的影響揮之不去,歐洲央行將繼續支持歐元區經濟。

英國央行行長貝利(Andrew Bailey)進一步支持加息,稱英國央行將"不得不採取行動"抑制通脹,並警告稱,能源成本上漲意味着通脹壓力將持續。

重要經濟數據:北京時間21:15 美國9月工業產出月率(%)。

個股方面

蘋果(AAPL.US)盤前跌0.23%,Facebook(FB.US)盤前漲0.58%,亞馬遜(AMZN.US)盤前跌0.40%,微軟(MSFT.US)盤前跌0.20%。

Valneva(VALN.US)盤前漲35.79%,報38.09美元。消息面上,Valneva宣佈旗下VLA2001新冠病毒候選疫苗的3期試驗取得積極的結果。此外,臨牀試驗顯示該疫苗的免疫效果優於阿斯利康公司(AZN.US)旗下的疫苗。

飛利浦(PHG.US)盤前跌近3%,受呼吸機召回和零件短缺影響,飛利浦下調2021年業績指引。

熱門中概股方面,百度(BIDU.US)盤前漲4.77%,嗶哩嗶哩(BILI.US)盤前漲2.15%.

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