美股前瞻 | 三大股指期货齐涨 特朗普对关税税率设日期

Market Movements - US stock index futures are all up, with Dow futures rising by 0.24%, S&P 500 futures up by 0.27%, and Nasdaq futures also increasing by 0.27% [1] - European indices are also showing positive movements, with Germany's DAX up by 0.66%, UK's FTSE 100 up by 0.44%, France's CAC 40 up by 0.57%, and the Euro Stoxx 50 up by 0.48% [2][3] - WTI crude oil has increased by 0.19% to $61.74 per barrel, while Brent crude oil is up by 0.31% to $64.73 per barrel [3][4] Economic Outlook - Barclays has revised its US economic growth forecast for this year to 0.5%, up from a previous estimate of -0.3%, and for next year to 1.6%, up from 1.5% [4] - Goldman Sachs has also adjusted its forecast, now predicting a 1% growth for the US economy in 2025, an increase of 0.5 percentage points from earlier estimates, and has reduced the probability of a recession in the next 12 months from 45% to 35% [4] Company News - Applied Materials (AMAT.US) reported Q2 revenue of $7.1 billion, a 7% year-over-year increase, but slightly below analyst expectations of $7.13 billion. The semiconductor systems segment contributed $5.26 billion, also below expectations [8] - RLX Technology (RLX.US) reported Q1 revenue of 808 million RMB, a 46.5% year-over-year increase, and a Non-GAAP net profit of 251 million RMB, up 21% [9] - General Electric (GE.US) and Boeing (BA.US) secured a $14.5 billion order from the UAE, part of a larger $200 billion deal announced by Trump [9] - Meta (META.US) has delayed the release of its flagship AI model "Behemoth" due to technical challenges, raising concerns about its AI strategy [10] Upcoming Economic Data - Key economic data releases include US April building permits, import price index, new housing starts, and the Michigan consumer sentiment index [11]