闻ण 经 吕 示 WSCN Economic Calendar | | 时间 | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 11月3日 周一 | | | | | | 数据 | 09:45 | 中国 10月RatingDog制造业PMI | | 51.2 | | | 23:00 | 美国 10月ISM制造业指数 | 49.2 | 49.1 | | | 待定 | 美国参议院有关推进拨款法案停止政府"停摆"的下一次 表决最早将于11月3日晚开始 | | | | 事件 | 待定 | 香港金融科技周于11月3日至4日举行 | | | | | 待定 | 香港金管局：国际金融领袖投资峰会将于11月3至5日举行 | | | | 11月4日 周二 | | | | | | 数据 | 23:00 | 美国 9月耐用品订单环比终值 | | | | | 23:00 | 美国 9月JOLTS职位空缺(万人) | | 722.7 | | 事件 | 01:00 | 2027年FOMC票委、旧金山联储主席戴利发表讲话 | | | | 财报 | | Palantir、优步（Uber）、辉瑞 ...

证券研究报告 | 2025年11月02日 美股市场速览 弱于大市 走势与业绩均有较大分化 价格走势：大盘成长独力带动市场上行 本周，标普 500 涨 0.7%，纳斯达克涨 2.2%。 风格方面：大盘成长（罗素 1000 成长+1.8%）＞小盘成长（罗素 2000 成长 -0.4%）＞大盘价值（罗素 1000 价值-0.9%）＞小盘价值（罗素 2000 价值 -2.4%）。 9 个行业上涨，14 个行业下跌，1 个基本持平。上涨的主要有：半导体产品 与设备（+6.2%）、零售业（+5.5%）、汽车与汽车零部件（+4.4%）、技术 硬件与设备（+2.9%）、运输（+2.6%）；下跌的主要有：耐用消费品与服装 （-5.7%）、商业和专业服务（-5.5%）、食品饮料与烟草（-4.6%）、消费 者服务（-3.9%）、房地产（-3.8%）。 资金流向：整体流出，行业分化较大 本周，标普 500 成分股估算资金流（涨跌额 x 成交量）为-40.5（亿美元， 下同），上周为+65.6，近 4 周为+76.3，近 13 周为+692.1。 8 个行业资金流入，16 个行业资金流出。资金流入的主要有：半导体产品与 设备（+77. ...

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见闻财经吕历 WSCN Economic Calendar W 华尔街见闻 | 时间 | | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 11月3日 周一 | | | | | | 数据 | 09:45 | 中国 10月RatingDog制造业PMI | | 51.2 | | 23:00 | | 美国 10月ISM制造业指数 | 49.2 | 49.1 | | 事件 | 待定 | 美国参议院有关推进拨款法案停止政府"停摆"的下一次 表决最早将于11月3日晚开始 | | | | 待定 | | 香港金融科技周于11月3日至4日举行 | | | | 待定 | | 香港金管局：国际金融领袖投资峰会将于11月3至5日举行 | | | | 11月4日 周二 | | | | | | 数据 | 23:00 | 美国 9月耐用品订单环比终值 | | | | 23:00 | | 美国 9月JOLTS职位空缺(万人) | | 722.7 | | 事件 | 01:00 | 2027年FOMC票委、旧金山联储主席戴利发表讲话 | | | | 财报 | | Palantir、优步 (U ...

CNBC's Jim Cramer on Friday told investors what to pay attention to next week on Wall Street, highlighting earnings from Palantir, McDonald's, Robinhood and Warner Bros Discovery.Cramer offered an optimistic outlook for November, even as Wall Street worries about weakrning consumer-oriented companies as the government shutdown persists. He said November and December usually tend to be better months for the market than September and October."I think you got to have the long term view here," he said. "We're i ...

Yeah, I guess it's all relative. A big move for McDonald's is about a little over 3% which is what the options market is expecting the day they report, but that's big for for McDonald's which has actually averaged about 2% actually after they report. Uh I I think this one's going to remain heavy.It is trading a little bit uh more expensive than its historical multiple and it does seem like there is some pressure on that side of the consumer base. So, my inclination is to take advantage of the fact that opti ...

Yeah, I guess it's all relative. A big move for McDonald's is about a little over 3% which is what the options market is expecting the day they report, but that's big for for McDonald's which has actually averaged about 2% actually after they report. Uh I I think this one's going to remain heavy.It is trading a little bit uh more expensive than its historical multiple and it does seem like there is some pressure on that side of the consumer base. So, my inclination is to take advantage of the fact that opti ...

Wall Street analysts forecast that McDonald's (MCD) will report quarterly earnings of $3.35 per share in its upcoming release, pointing to a year-over-year increase of 3.7%. It is anticipated that revenues will amount to $7.07 billion, exhibiting an increase of 2.8% compared to the year-ago quarter.The current level reflects a downward revision of 0.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised thei ...

Core Insights - Beef prices are significantly impacting the restaurant and food industries, affecting major companies like Restaurant Brands, McDonald's, Shake Shack, and Hormel Foods [1] Company Impact - Restaurant Brands, McDonald's, Shake Shack, and Hormel Foods are facing challenges due to rising beef prices, which are creating operational headaches for these companies [1]

Core Viewpoint - The integration of corporate social responsibility with business models is essential for companies to gain respect, which in turn can enhance brand influence and market competitiveness, ensuring long-term sustainability [1][3]. Group 1: National Economic Development - The "14th Five-Year Plan" emphasizes focusing on the real economy, promoting intelligent, green, and integrated development, and aims to build a strong manufacturing, quality, aerospace, transportation, and network nation [2]. - The development of the real economy is fundamental to national growth, and companies play a crucial role in advancing commercial civilization and social progress [2]. Group 2: Characteristics of Respected Enterprises - Respected companies are distinguished not only by their successful business operations but also by their social responsibility, corporate culture, and brand value [3]. - The ongoing global business environment changes and increasing public expectations highlight the importance of earning respect over short-term profits for long-term survival [2][3]. Group 3: Expert Recommendations - BYD has been highly recommended by experts for its rapid global expansion and local production strategies, positioning itself among the top four global car manufacturers [9]. - Other companies like Keda Xunfei, Fuyao Glass, Haier Group, JD.com, Weichai Power, New Oriental, and Cambricon have also received expert recognition for their contributions and innovations [9][10][11]. - Experts noted that Keda Xunfei is leading in AI integration across various sectors, while Haier is recognized for its global outreach and commitment to sustainable practices [10][11]. Group 4: Public Perception of Respected Enterprises - The public identifies five key internal qualities for companies to be considered respected: establishing correct values, building a robust management system, continuous innovation, shaping a positive corporate citizen image, and providing high-quality products and services [15][16]. - Companies like Beijing Rural Commercial Bank, JD.com, and McDonald's exemplify these qualities through their commitment to social responsibility and brand value enhancement [16][17]. Group 5: Additional Notable Companies - Other respected companies include Moutai Group, Yili Group, and Nestle China, recognized for their high product quality and low carbon emissions [13]. - Traditional companies like Tongrentang and Li Ning have also been highlighted for their commitment to quality and innovation, contributing to their respected status [18].