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美股盤前要點 | 三大股指期貨齊升 9月ADP就業人數遠遜預期
格隆匯 10-04 20:34
1. 美股三大股指期貨齊升,納指期貨升0.35%,標普500指數期貨升0.22%,道指期貨升0.14%。2. 歐股升跌不一,德國DAX指數升0.36%,英國富時100指數跌0.25%,法國CAC指數升0.5%,歐洲斯托克50指數升0.5%。3.美國9月ADP就業人數8.9萬人,為2021年1月以來最小增幅;遜於預期的15.3萬人,前值為17.7萬人。4.美國共和黨籍眾議院議長麥卡錫遭到歷史性罷免,可能會增加美國主權信用評等下調的風險,並進一步震動市場。5.30年期美債收益率自2007年8月以來首次突破5%,10年期美債收益率一度升至4.884%,亦創2007年以來新高。6.據CME“美聯儲觀察”,美聯儲11月維持利率在5.25%-5.50%區間不變的概率為72%,加息25個基點至5.50%-5.75%區間的概率為28%。7.渣打預測美國有55%機會陷衰退,明年次季或掉頭減息,看好美國科技股。8.天風國際郭明錤指出,英偉達正與緯創討論增加明年一季度AI基帶訂單。9.英特爾首席執行官表示,公司在本季度表現強勁,收入超過了指導範圍的中點,將在年底之前宣佈晶圓廠計劃。10.英特爾盤前上升2%;此前有消息稱,公司計劃將可編程芯片部門分拆並進行首次公開募股。11.禮來盤前跌幅擴大至2%,公司糖尿病與肥胖症部門總裁將於2023年底退休。美股時段值得關注的事件:21:45 美國9月Markit服務業PMI終值22:00 美國9月ISM非製造業PMI、美國8月工廠訂單月率22:30 美國至9月29日當週EIA原油庫存及EIA戰略石油儲備庫存
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