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美股盘前要点 | “恐怖数据”今晚来袭!台积电Q2盈利同比大增超六成
格隆汇 07-17 20:25
1. 美国三大股指期货涨跌不一,纳指期货涨0.01%,标普500指数期货跌0.08%,道指期货跌0.26%。2. 欧股主要指数集体上涨,德国DAX指数涨0.58%,英国富时100指数涨0.3%,法国CAC指数涨0.93%,欧洲斯托克50指数涨0.94%。3. 美国众议院已有足够票数推进加密货币法案的立法程序。4. 摩根大通:“美联储不受政治压力”是神话,美股或因降息押注续涨。5. 台积电Q2净利润3983亿元台币,同比大增60.7%,超出市场预期并创下历史新高。6. 美国官员因国家安全疑虑推迟阿联酋与英伟达价值数十亿美元的AI芯片交易。7. 特朗普称可口可乐已同意在美国使用蔗糖生产可乐,公司回应:未承诺做出改变。8. 英特尔被曝再裁员约5000人,主要集中在加州和俄勒冈州。9. 谷歌将于8月发布新款Pixel智能手机及手表,均整合人工智能技术。10. 包括美国银行和花旗银行在内的多家美国大型金融机构正着手推出稳定币。11. 摩根士丹利CEO皮克:集团将会考虑并购机遇,但并购门槛将极高。12. 据报OpenAI与Shopify探讨合作,将ChatGPT与网购平台连结。13. 理想i8开启预订,预计售价35万元-40万元,正式售价将于7月29日发布会公布。14. 诺华制药Q2核心净利润47.1亿美元超预期,启动最高100亿美元股票回购计划。15. 百事可乐Q2营收227.3亿美元低于预期,盈利同比下滑近60%至12.6亿美元。16. GE航空航天Q2营收102亿美元,经调整每股收益1.66美元,均超预期。17. 美国联合航空Q2营收152.4亿美元低于预期,盈利同比下滑26%,公布新年度指引。18. 美国铝业Q2营收30.2亿美元胜预期,美国关税导致成本增加超1亿美元。美股时段值得关注的事件:20:30 美国6月零售销售月率/美国6月进口物价指数月率/美国至7月12日当周初请失业金人数22:00 美国5月商业库存月率(格隆汇)
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