Market Overview - US stock index futures continued to decline ahead of Powell's significant speech, reflecting a cautious market attitude [1] - The Nasdaq 100 index futures fell by 0.45%, S&P 500 index futures dropped by 0.42%, and Dow futures decreased by 0.38% [1] Major Companies Performance - The largest eight companies in the S&P 500, known as the "7 giants" plus Broadcom, all experienced declines, indicating a continued low sentiment in these stocks [3] - Palantir, a prominent AI stock, has seen a 17% drop over six trading days, resulting in a loss of over $70 billion in market value [3] - Nvidia, valued at $4.3 trillion, has only retreated less than 5% from its historical high, with its upcoming earnings report expected to be a significant market focus [4] Trade Agreements - The US and EU have reached a framework agreement for a trade deal, with the EU expected to purchase $750 billion worth of US energy products by 2028 and at least $400 billion in AI chips for European data centers [5] - European companies are projected to invest an additional $600 billion in strategic US sectors by 2028 [5] Company Earnings and Adjustments - Walmart's second-quarter adjusted earnings per share were $0.68, missing analyst expectations by $0.06, marking the first time in three years that earnings fell short [6] - Despite the earnings miss, Walmart reported better-than-expected revenue and raised its full-year financial guidance [6] Industry Trends - Sony has raised the price of PlayStation 5 in the US due to tariff pressures [8] - Meta has paused hiring in its AI team after a significant recruitment effort, indicating a potential restructuring within the department [8] - Starbucks is expanding its trial of two coconut water products in over 400 stores, aligning with the trend of offering health-oriented beverages to attract younger consumers [9]
屏息以待杰克逊霍尔 科技股维持回调步伐｜今夜看点
Sou Hu Cai Jing·2025-08-21 13:31