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美股盤前要點 | 美國非農就業數據來襲 擠兑恐慌持續 硅谷銀行盤前暴跌50%
格隆匯3月10日丨1.美股股指期貨走低,納指期貨跌0.05%,標普500期貨跌0.2%,道指期貨跌0.29%。2.歐股普跌,德國DAX指數跌1.39%,英國富時指數跌1.79%,法國CAC指數跌1.2%,歐洲斯托克50指數跌1.25%。3.美國2月非農就業數據將於晚9:30公佈,市場聚焦勞動力市場強度及薪資增速。4.摩根大通預計,期權市場計價顯示標普500將在非農數據公佈後出現1.4%的波動。5.美銀報吿顯示,美國貨幣市場基金資產總額升至歷史新高的4.9萬億美元。6.擠兑恐慌持續,多家機構建議企業從硅谷銀行取出資金,硅谷銀行盤前再度暴跌50%。7.摩根大通分析師Steven Alexopoulos維持了硅谷銀行的“增持”評級,稱“當下這個價格非常有吸引力”。8.硅谷銀行事件衝擊下,歐洲各大銀行股價走低,但股票經紀商Goodbody分析師John Cronin表示,硅谷銀行是一個獨特的例子,硅谷銀行所經歷的企業存款大量外流迫使其清算投資證券以彌補資金缺口,並不是英國銀行所有的趨勢。市場反應過度了。9.台積電2月銷售額1631.7億新台幣,環比下降18.4%,同比增長11.1%。10.甲骨文Q3營收124億美元,略低於預期的124.1億美元;調整後每股盈餘1.22美元,超預期的1.2美元;預計Q4調整後每股盈餘1.56-1.63美元,超預期的1.45美元。11.DocuSign Q4營收6.6億美元;調整後每股盈餘0.65美元,超預期的0.52美元;預計Q1營收6.39-6.43億美元;2024財年營收26.95-27.07億美元,四項據超預期。12.Gap Q4營收42.4億美元,低於預期的43.6億美元;每股虧損0.75美元,遠高於市場預期的虧損0.48美元;預計Q1營收及中等個位數百分比下滑。13.霧芯科技Q4營收3.4億元,遜預期;淨虧損2.28億元,同比由盈轉虧。14.美國食品和藥物管理局批准輝瑞公司用於治療偏頭痛的鼻腔噴霧劑。美股時段值得關注的事件: 21:30 美國2月非農就業數據加拿大2月就業數據次日 2:00 美國本週石油鑽井總數
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