美股盤前要點 | 道指邁向11連升 歐洲各國PMI全面遜預期 蘋果計劃維持穩定出貨量
格隆匯7月24日丨1. 美國三大股指期貨盤前走高，納指期貨升0.18%，標普500指數期貨升0.14%，道指期貨升0.07%。
2. 歐股普跌，德國DAX指數跌0.14%，英國富時100跌0.22%，法國CAC指數跌0.52%，歐洲斯托克50指數跌0.5%。
3. 法國7月製造業PMI錄得44.5，服務業PMI錄得47.4；德國7月製造業PMI錄得38.8，服務業PMI錄得52；歐元區7月製造業PMI錄得42.7，服務業PMI錄得51.1；英國7月製造業PMI錄得45，服務業PMI錄得51.5；上述所有項目均低於前值和預期。
4. 交易員削減對英國央行加息的預期，押注6%利率峯值的概率降至50%。
5. 日本央行考慮將本財年CPI預測上調至約2.5%，日本央行對上行的價格動力持懷疑態度。
6. 歐元兑美元跌0.32%，報1.109；美元兑日元跌0.53%，報141.1。
7. 德國準備提供200億歐元的援助以支持芯片生產。
8. 知情人士透露，蘋果要求供應商今年生產約8500萬部iPhone 15，與去年大致持平。這表明儘管全球經濟動盪，整個智能手機市場預計將出現下滑，但蘋果仍希望保持出貨量穩定。
9. 特斯拉高管將於本月與印度商務部長會面，討論在印度建廠生產價格為2.4萬美元新車的計劃。
10. Meta旗下應用Threads上線第二週日活環比大跌70%。
11. 雪佛龍Q2淨利潤60.1億美元，超預期的55億美元；調整後每股盈餘3.08美元，超預期的2.99美元
12. 強生啟動股票交換要約，分拆其全資子公司Kenvue，將分拆至少80.1%的Kenvue股份。
13. 飛利浦Q2營收45億歐元，超預期的43.4億歐元；可比營收增長9.4%，超預期的6.3%；調整後EBITDA為4.53億歐元，超預期3.94億歐元；將2023年全年可比營收增速預期上調至中等個位數；預計調整後EBITA利潤率將處於指引的高端；CEO表示，收到的訂單比預期少。
14. 達美樂比薩Q2營收10.25億美元，低於預期的10.7億美元；每股盈餘3.08美元，超預期的3.06美元。
15. 沃達豐Q1營收107.40億歐元，其中服務營收91.1億歐元，超預期的90.9億歐元；服務業內生增速3.7%，超預期的2.88%；重申全財年調整後EBITDA 133億歐元，調整後自由現金流33億歐元。
16. AMC院線將APE優先股轉換為普通股的申請被美國特拉華州一名法官駁回。若該申請獲批，投資者的持股將被稀釋。
美股時段重要事件：
21:45 美國7月Markit製造業/服務業/綜合PMI
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