美股前瞻 | 三大股指期货齐涨 诺和诺德(NVO.US)盘前走高

Market Overview - US stock index futures rose ahead of the market opening, with Dow futures up 0.65%, S&P 500 futures up 0.81%, and Nasdaq futures up 1.09% [1] - European indices also showed positive movement, with Germany's DAX up 1.35%, UK's FTSE 100 up 0.29%, France's CAC40 up 1.23%, and the Euro Stoxx 50 up 1.55% [2][3] - WTI crude oil increased by 0.34% to $64.27 per barrel, while Brent crude oil rose by 0.28% to $68.14 per barrel [3][4] Federal Reserve and Market Sentiment - The expectation of interest rate cuts from the Federal Reserve has reignited interest in small-cap stocks, with the Russell 2000 index rising 2.1% to 2453.36 points, marking its first breach of the historical closing high since November 2021 [5] - Following the Fed's rate cut, market volatility is anticipated, with investors uncertain about the future rate path, leading to a return to a "data-dependent" approach [6] - Concerns were raised regarding the Fed's cautious signals post-rate cut, which did not meet market expectations for a more dovish stance, causing a cooling in market sentiment [6] Corporate Developments - Novo Nordisk's stock jumped nearly 7% after its diabetes drug Ozempic showed superior cardiovascular protection compared to Eli Lilly's Trulicity, with a 23% lower risk of heart attack, stroke, or death for Ozempic users [8] - FedEx's upcoming earnings report is seen as a critical indicator for the sustainability of the current bull market, amid concerns over the impact of tariffs and policy changes on the logistics sector [8][9] - Bullish reported a significant turnaround with Q2 earnings of $0.93 per share, exceeding market expectations, and its stock rose nearly 9% [9] - Palantir announced a £1.5 billion investment in the UK, securing a £750 million contract with the UK Ministry of Defence, indicating a strong commitment to expanding its presence in the region [10] - Roche is acquiring 89bio for up to $3.5 billion to enhance its position in the weight loss drug market, with a focus on innovative therapies for metabolic diseases [10] - Arvinas and Pfizer are moving forward with the commercialization of a breast cancer drug, vepdegestrant, indicating a strategic partnership to maximize the drug's market potential [11]