美股盘前要点 | 美国或考虑将“补贴换股权”计划扩围！关注美联储货币政策会议纪要

Market Overview - US stock index futures experienced slight declines, with Nasdaq futures down 0.18%, S&P 500 futures down 0.07%, and Dow futures down 0.01% [1] - European stock indices showed mixed results, with Germany's DAX down 0.36%, UK's FTSE 100 up 0.61%, France's CAC up 0.25%, and the Euro Stoxx 50 up 0.13% [2] Corporate Developments - The White House revealed that Trump purchased over $100 million in bonds this year, including corporate bonds from Meta, Qualcomm, Home Depot, and T-Mobile [3] - Reports indicate that US Commerce Secretary Raimondo is exploring the expansion of "subsidy-for-equity" programs to chip companies beyond Intel [4] - Google has proposed modifications to its Play Store to the EU to avoid potential fines [5] - Elon Musk responded to an AI-generated video of a Cybertruck, suggesting that Tesla might consider producing it [6] - Meta is contemplating another restructuring of its AI business, aiming to significantly reduce departmental size [7] - McDonald's has agreed with franchisees to reduce prices on eight popular meal combos by 15% and launch promotional activities [8] Company Earnings - Target reported Q2 net sales of $25.21 billion, with adjusted earnings per share of $2.05, both exceeding expectations [12] - Estée Lauder's Q4 net sales reached $3.41 billion, with adjusted earnings per share of $0.09; however, the earnings guidance fell short of expectations [13] - Baidu's Q2 total revenue was 32.7 billion yuan, with AI new business revenue exceeding 10 billion yuan for the first time; core net profit was 7.4 billion yuan, a 35% year-over-year increase [14] - ZTO Express reported Q2 revenue of 11.83 billion yuan, a 10.3% year-over-year increase; however, adjusted net profit decreased by 26.8% to 2.05 billion yuan [15] - iQIYI's Q2 total revenue was 6.63 billion yuan, with a Non-GAAP operating profit of 58.7 million yuan, maintaining profitability for 14 consecutive quarters [16] - Kingsoft Cloud reported Q2 revenue of 2.35 billion yuan, a 24.2% year-over-year increase; adjusted EBITDA was 410 million yuan, a 570.1% year-over-year increase [17] Notable Events - CoreWeave, a data center operator, secured a $2.6 billion loan supported by OpenAI [10] - Hertz, a US car rental platform, announced plans to sell used vehicles on Amazon [11] - Boeing recently delivered a 787 Dreamliner to Korean Air, marking a total of 1,200 deliveries of the 787 model [9] Upcoming Events - The Federal Reserve is set to release the minutes from its monetary policy meeting at 2:00 AM the following day [18]