美股三大期指集体走高 台积电业绩领芯片股普涨 | 今夜看点

Market Overview - US stock index futures rose collectively before the market opened, with Dow Jones futures up 0.34%, S&P 500 futures up 0.51%, and Nasdaq 100 futures up 0.71% [1] - TSMC reported record net profits for Q3, driving a surge in the AI chip sector, with stocks like TSMC and ASML rising over 2%, Micron Technology and Nuvia Semiconductor up over 3%, and Nvidia and Broadcom up over 1% [2] Company News - Salesforce set a long-term goal to achieve over $60 billion in revenue by the fiscal year 2030, indicating a compound annual growth rate (CAGR) of over 10% from 2026 to 2030 [6] - Nestlé plans to lay off 16,000 employees, representing about 6% of its workforce, as new CEO Philipp Navratil seeks to accelerate company transformation, raising cost-saving targets from 2.5 billion Swiss francs to 3 billion Swiss francs (approximately $3.7 billion) by the end of 2027 [8] - Micron's target price was raised significantly by Morgan Stanley from $160 to $220, with the rating upgraded from "hold" to "overweight" due to sustained price increases in core DRAM products [10] Economic Indicators - The US government shutdown has continued for three weeks, delaying the release of key economic data, including initial jobless claims [3] - The Federal Reserve's Beige Book indicated that while more companies reported layoffs, overall economic activity in the US remains stable [3]