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美股盤前要點 | 好市多警吿非必需消費放緩 美國30年放貸利率衝上7.1%
格隆匯3月3日丨1.美股股指期貨走高,納指期貨升0.19%,標普500期貨升0.24%,道指期貨升0.18%。2.歐股普升,德國DAX指數升0.95%,英國富時指數升0.04%,法國CAC指數0.65%,歐洲斯托克50指數升0.79%。3.在強勁的經濟數據和通脹數據下,美債收益率持續走高,10年期國債收益率突破4%,美國30年固定抵押貸款利率也升至7.1%。4.歐元區1月PPI環比下降2.8%,降幅遠超預期的0.3%。5.特斯拉2月份中國產汽車銷量74402輛,環比增長12.6%,同比增長31.7%。6.激進對沖基金經理Dan Loeb旗下Third Point已被動持有芯片製造商AMD的股份。7.花旗集團將在全行範圍內裁員數百人,不到花旗24萬員工總數的1%。8.愛立信已同意於違反2019年延期起訴協議(DPA)後認罪,將支付超過2.06億美元的刑事罰款。9.好市多Q2營收552.7億美元,低於預期的555.8億美元;調整後每股盈餘3.3美元,超預期的3.2美元。CFO表示,消費者對大件的非必需消費品需求放緩,如電子產品、珠寶和廚房用具等。10.博通Q1營收89.2億美元,超預期的89億美元;調整後每股收益為10.33美元,超預期的10.16美元;預計Q2營收87億美元,超預期的85.8億美元。11.戴爾Q4營收250億美元,調整後每股盈餘1.8美元,均超預期;預計Q1營收下降17%至21%,而市場預期下降17.4%。12.邁威爾科技Q4營收14.19億美元,淨虧損1500萬美元,同比盈轉虧;Q1營收及經調每股盈利指引均不及預期。13.C3.ai Q3營收6670萬美元,超預期的6430萬美元;調整後每股虧損6美分,遠低於預期的虧損22美分;預計Q4營收7000萬-7200萬美元,高於預期的6990萬美元。14.ChargePoint Q4營收1.528億美元,低於預期的1.645億美元;每股虧損23美分,超預期的虧損23美分;預計Q1營收1.22 -1.32億美元,遠低於預期的1.526億美元。美股時段值得關注的事件: 22:45美國2月Markit服務業PMI22:24美國2月ISM非製造業PMI23:00 美國1月諮商會領先指標月率次日 00:00 2023年FOMC票委、達拉斯聯儲主席洛根在一場活動上致開幕詞2:00 美國本週石油鑽井總數04:00 美聯儲理事鮑曼發表講話05:45 2024年FOMC票委、里奇蒙德聯儲主席巴爾金就通脹發表講話
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