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美股盤前要點 | 美國9月非農就業人口超預期 AMD、三星Q3業績低於預期
格隆匯 10-07 20:53
格隆匯10月7日丨1.美國三大股指期貨大跌,納指期貨跌1.75%,標普500指數期貨跌1.32%,道指期貨跌1.02%。 2.歐股走低,德國DAX30指數跌1.08 %,英國富時100指數跌0.46%,法國CAC40指數跌0.93%。3.美國9月季調後非農就業人口錄得26.3萬人,超預期的25萬人;美國9月失業率錄得3.5%,低於預期的3.7%;美國9月就業參與率錄得62.3%,低於預期的62.4%。4.美債收益率走高,2年期國債收益率上升4基點至4.329%,10年期國債收益率上升8基點至3.898%。5.AMD週四發佈第三季度初步業績,因PC市場疲軟疊加去庫存,營收約為56億美元,遠低於此前指引的65-69億美元;調整後毛利率預計將在50%左右,而之前的指引接近54%。6.大行密集下調AMD目標價:KeyBanc將AMD的目標格從130美元降至100美元;瑞穗將AMD的目標價從125美元降至102美元;Raymond James將AMD的目標價從130美元降至100美元;Piper Sandler將AMD的目標價從140下調至90美元。7.三星電子第三季第營收76萬億韓元,低於預期的78.5萬億韓元;營業利潤10.80萬億韓元,低於預期的12.12萬億韓元。8.瑞士信貸提出以現金方式回購部分OpCo高級債務證券,金額高達約30億瑞士法郎。9.大麻股Tilray第一財季營收1.532億美元,調整後每股虧損8美分,公司重申全財年調整後EBITDA為7000-8000萬美元以及自由現金流將轉正的的指引。美股時段值得關注的事件: 22:00 美國8月批發銷售數據FOMC永久票委、紐約聯儲主席威廉姆斯參與一項活動的問答環節23:00 2023年FOMC票委、明尼阿波利斯聯儲主席卡什卡利就農業、食品和通脹發表講話次日 01:00 美國至10月7日當週石油鑽井總數01:35 美國總統拜登就建築經濟發表講話
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