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美股盤前要點 | 業績高峯期來臨!阿斯麥首季淨銷售額指引超預估;特斯拉將於盤後公佈業績
格隆匯1月25日丨1. 美國三大股指期貨普跌,納指期貨跌1.24%,標普500指數期貨跌0.81%,道指期貨跌0.72%。 2. 歐股走低,德國DAX30指數跌0.4%,英國富時100指數跌0.11%,法國CAC40指數跌0.28%,歐洲斯托克50指數跌0.46%。 3. 美國1月20日當週MBA抵押貸款申請活動指數週環比增長7%,前值增長27.9%。 4. 摩通對美股今年初的反彈走勢持悲觀態度,並已經在為接下來美股可能出現的大幅回調做準備。分析師預計,今年上半年美股將出現10%以上的回調。5.美國民主黨參議員曼欽表示,他將於週三提出一項法案,推遲實施針對電動汽車的新税收抵免,目前他與財政部在如何實施該計劃上存在分歧。6. 美國司法部24日聯合紐約州、加利福尼亞州等8個州共同對谷歌公司發起反壟斷訴訟,指控其非法壟斷數字廣吿市場。 7. 荷蘭光刻機巨頭阿斯麥預計第一季度淨銷售額為61億至65億歐元,高於預估的60.7億歐元;預計2023年銷售額將增長25%以上。8. 微軟預計其Azure雲計算業務本季度收入增速將放緩,並警吿企業軟件銷售也將進一步減速,這加劇了對於近年來推動微軟增長的拳頭產品可能面臨需求進一步下滑的擔憂。9. AT&T第四季度營收313億美元,低於預期315億美元;第四季度調整後每股收益0.61美元,高於預期0.56美元。10. 德州儀器四季度EPS為2.13美元,低於2021年同期2.27美元;四季度收入46.7億美元,同比下滑3.4%,高於預期46.1億美元,自2020年以來首次下滑。11. 沃爾瑪在週二給員工的一份內部通知中説,從下個月開始,門店和倉庫的美國工人起薪將從每小時12美元提高到至少14美元。12. 亞馬遜為美國Prime會員添加名為RxPass的附加服務,該服務允許Prime會員從50種仿製處方藥列表中獲得所需數量的藥物,以治療80多種常見慢性病,如高血壓、焦慮症和糖尿病。 13. 特斯拉將於盤後公佈業績。美股時段值得關注的事件: 23:00 加拿大央行利率決定0:00 加拿大央行行長和高級副行長召開貨幣政策新聞發佈會
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