Workflow
美股盘前要点 | 美国政府停摆22天,创史上第二长纪录!OpenAI推出新浏览器
Ge Long Hui·2025-10-22 12:38

Market Overview - US stock index futures show mixed performance, with Nasdaq futures down 0.14%, S&P 500 futures up 0.07%, and Dow futures up 0.05% [1] - European stock indices mostly decline, with Germany's DAX down 0.13%, UK's FTSE 100 up 0.94%, France's CAC down 0.22%, and the Euro Stoxx 50 down 0.15% [1] Company Developments - OpenAI launches a new browser, ChatGPT Atlas, featuring an integrated Agent proxy mode [3] - Google is reportedly negotiating with Anthropic to provide cloud computing services, with a contract value potentially reaching several billion dollars [4] - Meta collaborates with Blue Owl Capital on a $27 billion AI data center project [8] - IBM plans to invest $150 billion in the US over the next five years [9] - Alibaba Cloud expands its Tongyi Qianwen Qwen3-VL family, adding two new model sizes [10] - Rio Tinto is evaluating the possibility of a share swap with China Aluminum Group [11] Financial Performance - Netflix reports Q3 net profit of $2.547 billion, below expectations, and lowers its full-year operating margin guidance to 29% [12] - Texas Instruments sees Q3 revenue increase by 14% to $4.742 billion, but Q4 outlook falls short of expectations [13] - Intuitive Surgical reports Q3 revenue growth of 22.9% to $2.505 billion, with adjusted earnings per share of $2.40, exceeding expectations [14] - Mattel's Q3 sales decline by 6% to $1.74 billion, with adjusted earnings per share of $0.89, falling short of expectations [15] - Vale's Q3 iron ore production increases by 3.8% to 94.4 million tons, with sales up 5.1% to 86 million tons [16] Industry Impact - Japan warns that the ban on electric bikes in Hanoi, Vietnam, could impact Honda's business and lead to job losses [17] - Charter Communications, a major US cable company, is laying off nearly 1,200 employees to streamline operations [18] - Beyond Meat experiences a two-day surge in stock price as the company expands its partnership with Walmart to increase product availability in more US stores [19]