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美股前瞻 | 三大股指期货齐涨 美国政府“关门”或使非农无法按时公布
智通财经网·2025-10-03 12:27

Market Overview - US stock index futures are all up, with Dow futures rising by 0.24%, S&P 500 futures up by 0.18%, and Nasdaq 100 futures also increasing by 0.18% [1] - European indices show mixed results, with Germany's DAX down by 0.24%, UK's FTSE 100 up by 0.52%, and France's CAC40 down by 0.08% [2] - WTI crude oil prices increased by 0.35% to $60.69 per barrel, while Brent crude rose by 0.37% to $64.35 per barrel [3] Economic Data and Events - The US non-farm payroll report scheduled for release is likely to be delayed due to the government shutdown, affecting the publication of economic data [4] - The US banking system's reserves have dropped for eight consecutive weeks, falling below $3 trillion for the first time, raising concerns about the Federal Reserve's balance sheet reduction [5] - Federal Reserve's Williams emphasized the need for central banks to prepare for unexpected changes and maintain stable inflation expectations [6] Company News - Hedge funds are adjusting strategies ahead of Japan's ruling party election, betting on yen appreciation and reducing risk assets [7] - Bank of America reported a record inflow of $9.3 billion into tech stocks, driven by the AI investment boom, despite the government shutdown [8] - Goldman Sachs predicts that the US economy will accelerate by 2026, but expects a market pullback in the next 1-2 years due to various factors [9] - Chevron's refinery in California experienced a fire, impacting over 16% of the state's refining capacity [10] - Applied Materials anticipates a $600 million revenue loss due to expanded export restrictions to China [10] - Tesla has begun selling its Cybertruck in Qatar, expanding its international presence amid slowing demand in core markets [11] - Boeing's 777X commercial flight plan has been delayed until early 2027, potentially leading to a non-cash accounting charge of $2.5 billion to $4 billion [12]