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美股盤前要點 | FDIC接管第一共和銀行 大摩Wilson直言美聯儲年內將不會降息
格隆匯5月1日丨1.美國三大股指期貨升跌不一,納指期貨跌0.14%,標普500指數期貨跌0.04%,道指期貨升0.04%。 2.歐股勞動節休市。3.拜登政府考慮推遲將電動汽車工業納入美國生物燃料混合計劃的最終規定。4.摩根士丹利策略師Michael Wilson表示,股市投資者對美聯儲將在下半年降息的希望將破滅,美聯儲的鷹派表態將引發股市震盪。5.美國聯邦存款保險公司接管第一共和銀行。6.摩根大通宣佈已收購第一共和銀行絕大部分資產並承擔其存款和某些其他負債,並將向美國聯邦存款保險公司支付106億美元。7.SEC文件顯示,Meta啟動五部分債券發售。8.理想4月交付新車25,681輛,再次創下理想汽車單月交付的新紀錄並連續兩個月交付超2萬輛,同比增長516.3%。9.小鵬4月交付量7,079輛,環比增長1%。10.蔚來4月交付量6,658輛,同比增長31.2%,環比下降35.8%。11.安森美半導體Q1營收19.6億美元,超預期的19.2億美元;調整後每股盈餘1.19美元,超預期的1.09美元;預計Q2營收19.8-20.8美元,超預期的19.3億美元;Q2調整後每股盈餘1.14-1.28美元,超預期的1.06美元。12.環匯Q1營收20.5億美元,超預期的20.1億美元;調整後每股盈餘2.4美元,超預期的2.3美元;預計全年調整後每股盈餘10.32-10.44美元,此前為10.25-10.37美元;調整後淨營收86.4-87.4億美元,此前為85.8-86.8億美元。13.摩根士丹利將通用汽車的評級從“中性”上調至“增持”,將目標價從35美元提高至38美元。美股時段值得關注的事件: 21:45 美國4月Markit製造業PMI22:00 美國4月ISM製造業PMI美國3月營建支出
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