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美股盤前要點 | 美國初請數據創兩個月新低 特斯拉Q2毛利率18.2%不及預期
格隆匯 07-20 20:40
格隆匯7月20日丨1. 美國三大股指期貨盤前升跌互現,納指期貨跌0.67%,標普500指數期貨跌0.23%,道指期貨升0.05%。 2. 歐股升跌不一,德國DAX指數升0.23%,英國富時100指數升0.62%,法國CAC指數升0.35%,歐洲斯托克50指數跌0.06%。3. 美國至7月15日當週初請失業金人數22.8萬人,為2023年5月13日當週以來新低;預期24.2萬人,前值23.7萬人。4. 特斯拉Q2營收249.27億美元,同比增長47.2%,淨利潤27.03億美元,同比增長19.6%,均超預期;毛利率18.2%,略低於預期的18.8%及去年同期的25%。馬斯克稱,公司仍有望在2023年實現產量同比增長約50%,達到約180萬輛。5. 奈飛Q2營收81.9億美元,略低於市場預期的82.95億美元,今年早些時候海外降價、每用户平均收入較低導致營收下滑;淨新增付費用户數為589萬,遠高於市場預期的207萬。公司預計Q3新增訂户將再次達到600萬左右。6. 台積電Q2營收4808.41億新台幣,同比下降9.98%;淨利潤1818億新台幣,同比下降23.3%,超預期;毛利率54.1%,環比下降2.2%。公司預計第三季度銷售額167億-175億美元;毛利率為51.5%-53.5%。7. IBM Q2營收154.75億美元,略低於市場預期的155.75億美元;公司維持全年營收增長3%至5%的指引,並確認自由現金流為105億美元的指引。8. 美國鋁業Q2營收26.84億美元,同比下降26%,差於預期;經調整淨虧損6200萬美元,去年同期錄得經調整淨利潤4.96億美元。9. 美聯航Q2營收141.8億美元,同比增長17.1%;調整後每股盈利5.03美元,創新高且超預期;公司將全年每股收益預期上調至11-12美元。10. 強生Q2營收255.3億美元,同比增長6.3%,調整後每股收益2.8美元,均超預期;上調全年銷售額至988億-998億美元,上調調整後每股收益預期至10.7-10.8美元。11. 諾基亞Q2銷售額57.1億歐元,同比下降3%;經調整經營利潤6.26億歐元,同比下降12%,不及市場預期。公司預計經濟前景及庫存方面的挑戰將持續至下半年。12. 激進投資者Elliott Investment持有CDMO巨頭Catalent的大量股份,並正在推動對這家合同藥品生產商的董事會進行調整。13. 蔚來汽車總裁秦力洪:150度電池包的研發和驗證比預計時間要長,預計的7月底還要再稍等。美股時段值得關注的事件: 22:00 美國6月成屋銷售總數年化/美國6月諮商會領先指標月率22:30 美國至7月14日當週EIA天然氣庫存
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