帮主郑重聊美股：道指跌超330点，贸易+财报双重压力下该看啥？

Market Overview - The U.S. stock market experienced a significant decline, with the Dow Jones dropping over 330 points, the Nasdaq falling nearly 1%, and the S&P 500 also declining, attributed to trade uncertainties and disappointing earnings reports from key companies [1][3]. Trade Concerns - Market anxiety was heightened by reports that the White House is considering targeted restrictions on products exported using U.S. software, which investors found unsettling due to the associated uncertainty [3]. - Additionally, the U.S. Treasury Secretary indicated that major sanctions against Russia would be announced soon, further contributing to market pressure [3]. Earnings Reports - Texas Instruments reported earnings that fell short of expectations, along with a weak forecast for Q4, negatively impacting its stock and dragging down peers like ON Semiconductor and AMD within the semiconductor sector [3]. - Netflix also reported disappointing earnings due to a dispute with Brazilian tax authorities, leading to a 10% drop in its stock price, which affected major indices due to its weight in the market [3]. Positive Developments - Despite the overall market decline, Intuitive Surgical reported earnings and revenue that exceeded expectations, resulting in a nearly 14% increase in its stock price, providing a rare positive highlight in the market [3]. Future Outlook - The upcoming earnings report from Tesla is highly anticipated as it marks the beginning of the earnings season for the "Big Seven" tech stocks, which could influence market sentiment if it performs well [3]. - Overall, while the market faced short-term pressures from trade uncertainties and specific earnings disappointments, three-quarters of S&P 500 companies have reported earnings that exceeded expectations, indicating underlying strength [4].