每经AI快讯，12月19日，联邦快递股价下跌5.7%，势创4月以来最大跌幅。 ...

Group 1 - U.S. stock futures were mostly higher, with Nasdaq 100 futures gaining around 100 points [1] - BlackBerry reported third-quarter revenue of $141.8 million, exceeding analyst estimates of $137.4 million [2] - BlackBerry's adjusted earnings were 5 cents per share, beating estimates of 4 cents per share [2] Group 2 - BlackBerry's total revenue decreased approximately 1% year-over-year, while QNX revenue grew by 10% [2] - BlackBerry shares fell 4.6% to $4.13 in pre-market trading [2] - Aimei Health Technology Co Ltd shares dropped 15.8% to $44.00 after a significant increase the previous day [3] - Nike Inc shares decreased 9.9% to $59.11 despite better-than-expected earnings and sales, due to a decline in gross margins [3] - FedEx Corp shares fell 2.2% to $281.00, despite posting strong financial results and raising FY2026 guidance [3]

Core Viewpoint - The recent quarter showed strong performance, but there are concerns about the guidance for the second half of the fiscal year due to various operational challenges and broader industrial weakness [3][4]. Company Performance - The company reported a good quarter, with a notable increase in US ground home delivery volumes up 8% and pricing up 5%, indicating strong domestic performance [10][11]. - The freight business experienced a year-over-year margin decline of 300 basis points, raising concerns about efficiency and operational costs associated with the upcoming freight spin-off planned for June 2026 [6][8]. Guidance and Future Outlook - The guidance for the second half was effectively lowered despite a strong fiscal second quarter, influenced by issues such as the grounding of MD11 planes and increased incentive compensation for employees [3][4]. - The company is preparing for a significant spin-off, which involves hiring a salesforce and incurring IT expenses, contributing to margin pressures [8][9]. Industry Context - The transport sector has been experiencing a rally, with companies like CH Robinson benefiting from technology-driven improvements in freight matching [14][15]. - Regulatory changes, such as restrictions on non-US citizens driving trucks, are expected to push up freight rates, potentially improving the transport sector's setup for 2026 [16].

Financial Performance - FedEx's fiscal second quarter beat expectations, leading to a raise in guidance, but the entirety of the raise was a result of this beat [3] - Freight business margins declined year-over-year by 300 basis points [6] - FedEx took a $150 million charge [9] Operational Challenges and Strategies - FedEx faces costs associated with grounding MD11 planes [3] - Higher incentive compensation for employees is weighing on second-half earnings [4] - Industrial weakness is impacting FedEx's freight segment [4] - FedEx is preparing for a freight spin-off planned for June 2026, incurring costs related to hiring a salesforce and IT expenses [8] - Weak demand environment from a freight perspective, especially for heavy oversized goods, is impacting margins [9] - FedEx's US ground home delivery volumes are up 8%, and pricing is up 5% [10] - FedEx is winning business on its express side due to good pricing, revenue mix, and business wins [11] - FedEx is making progress on improving margins and driving efficiencies through network 20, integrating express and ground networks [12] Market and Industry Outlook - The transport sector has been rallying recently [14] - CH Robinson is seen as an AI play due to its technology-driven freight matching [15] - Restrictions on non-domiciled CDLs are pushing up freight rates [16] - The setup for 2026 is expected to be better for transports [16]

Labor Relations - FedEx and its pilots are in a prolonged labor dispute, which is detrimental to both parties [1] Industry Impact - The ongoing labor limbo is negatively impacting the industry [1]

（原标题：美股前瞻 | 三大股指期货齐涨 巨头集体响应美国"创世纪"AI计划 10月PCE数据今夜出炉） 盘前市场动向 1. 12月19日(周五)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.03%，标普500指数期货 涨0.24%，纳指期货涨0.37%。 2. 截至发稿，德国DAX指数跌0.00%，英国富时100指数跌0.00%，法国CAC40指数跌0.12%，欧洲斯托 克50指数跌0.12%。 3. 截至发稿，WTI原油涨0.36%，报56.20美元/桶。布伦特原油涨0.27%，报59.98美元/桶。 市场消息 特和WTI原油价格将进一步下跌，2026年均价分别为每桶56美元和52美元，"除非出现重大供应中断或 OPEC减产，2026年后可能需要更低油价才能使市场重新平衡"。 个股消息 巨头集体响应!微软(MSFT.US)、谷歌(GOOGL.US)等24家公司加入美国"创世纪"AI计划。据报道，24 家顶尖人工智能(AI)企业已签署协议，加入美国联邦政府发起的"创世纪计划"。这项由特朗普政府推动 的举措，旨在推动新兴AI技术在科学探索与能源项目领域的应用落地。白宫一份声明显示，OpenAI、 微 ...

Core Insights - U.S. stock futures are trading mixed, with several companies expected to report earnings that may attract investor attention [1] Company Summaries - **Conagra Brands Inc. (NYSE:CAG)**: Expected to report quarterly earnings of 44 cents per share on revenue of $2.99 billion. Shares gained 0.3% to $17.85 in after-hours trading [1] - **Nike Inc. (NYSE:NKE)**: Reported second-quarter revenue of $12.43 billion, exceeding analyst estimates of $12.22 billion. Earnings were 53 cents per share, beating estimates of 38 cents. However, gross margins declined for the second consecutive quarter, leading to a 10.8% drop in shares to $58.57 in after-hours trading [1] - **Paychex Inc. (NASDAQ:PAYX)**: Analysts expect quarterly earnings of $1.23 per share on revenue of $1.57 billion. Shares fell 0.5% to $113.69 in after-hours trading [1] - **FedEx Corp. (NYSE:FDX)**: Reported strong financial results for Q2 of fiscal 2026 and raised FY2026 guidance, now expecting revenue growth of 5% to 6%. The company reaffirmed plans for $1 billion in permanent cost reductions. Shares rose 0.1% to $287.50 in after-hours trading [1] - **Carnival Corp. (NYSE:CCL)**: Expected to post quarterly earnings of 25 cents per share on revenue of $6.37 billion. Shares rose 0.5% to $28.49 in after-hours trading [1]

Core Insights - The article emphasizes the increasing importance of Corporate Social Responsibility (CSR) as a strategic component for companies, influenced by the United Nations' Sustainable Development Goals (SDGs) and ESG investment mechanisms [1] Group 1: Key News - Anta Group collaborates with the UN Refugee Agency to provide humanitarian aid to 300,000 displaced youth [3] - The "One Kilometer River Protection" public welfare project successfully concludes, showcasing cross-sector collaboration for environmental protection [3] Group 2: Environmental Protection - The "One Kilometer River Protection" project, initiated by FedEx and the China Environmental Protection Federation, successfully concludes with activities across 15 cities, involving over 3,000 volunteers [4] Group 3: Education Charity - Anta Group's humanitarian project "Moving for Change" benefits 300,000 displaced youth in Africa and will continue for another three years [6] - ECCO's "Dream Journey" initiative provides support to children in Heilongjiang, emphasizing companionship and community engagement [8] - Yili and Lenovo launch the "Eco Solutions" initiative, donating 160,000 boxes of student milk to support nutrition for students in Inner Mongolia [10] Group 4: Public Health - Shanghai Auntie concludes its "Five Colors Slow Nourishment" program, promoting mental and physical well-being through a series of courses [12] - Mengniu's Yili C brand receives a health certification, reinforcing its commitment to gut health through professional nutrition [14] Group 5: Pet-Friendly Initiatives - Champion's premium brand ACANA launches a new cat food line, contributing to the development of a pet-friendly ecosystem [18] - Xiaoxianyu's "Help Stray Cats Find Homes" initiative is recognized as an outstanding case for responsible practice in 2025 [19] Group 6: Other - Anta Group and the Min Foundation are awarded the highest 5A rating for social organizations, reflecting their operational standards and public trust [20]

Group 1 - Morgan Stanley has raised the target price for FedEx (FDX.US) from $285 to $294 [1]

Core Insights - FedEx reported an adjusted profit of $1.1 billion for the latest quarter, representing a 25% year-over-year increase, with revenue reaching $23.5 billion, up 7.7% year-over-year, surpassing Wall Street expectations [2] - The company experienced a surprising 3% growth in year-over-year revenue for the quarter ending in August, totaling $22.2 billion, which has led to a bullish sentiment among investors, with shares increasing by 27% since late September [3] - FedEx is implementing several initiatives aimed at unlocking shareholder value, including a new partnership with Amazon and plans to spin off its freight business by mid-2026 [4] Financial Performance - The adjusted profit of $1.1 billion and revenue of $23.5 billion both exceeded Wall Street's expectations, indicating a positive outlook for FedEx's operations during the holiday season [2] - FedEx's revenue growth in the latest quarter marks a turnaround after three years of flat or declining sales, with the company now projecting fiscal 2026 sales growth of 5% to 6% [4] - The company has raised its annual profit forecast to a range of $17.80 to $19 per share, up from the previous range of $17.20 to $19 [4] Strategic Initiatives - FedEx has secured new business from Amazon, which is expected to be fully onboarded by February, following UPS's reduced ties with the e-commerce giant [4] - The planned spin-off of FedEx's freight business aims to allow both resulting companies to focus better on their operations and capital allocation [4] - An ongoing cost-reduction program is anticipated to save $1 billion in fiscal 2026, further supporting the company's financial health [4]