美股前瞻 | 三大股指期货齐涨，中美贸易谈判取得进展

Market Overview - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.51%, S&P 500 futures up by 0.82%, and Nasdaq futures increasing by 1.25% [1] Economic and Policy Developments - US and China have reached a preliminary consensus on several important economic and trade issues during recent negotiations in Kuala Lumpur, with both sides set to follow domestic approval processes [3] - The Federal Reserve is expected to announce a 25 basis point rate cut this week, with the market almost fully pricing in this move. Additionally, the European Central Bank and the Bank of Japan will also announce their rate decisions [3] - The Federal Reserve is likely to face internal divisions regarding the continuation of the easing cycle, as some officials remain concerned about inflation despite the current dovish stance [5] Corporate Earnings and Events - This week is critical for the US stock market, with major tech companies including Microsoft, Alphabet, Meta, Amazon, and Apple set to release their earnings reports, which will provide insights into their business conditions and AI development outlooks [4] - Amazon plans to invest approximately €1.4 billion (around $16.3 billion) in the Netherlands over the next three years, marking its largest investment in the country since starting operations there in 2020 [9] - Novartis has agreed to acquire Avidity Biosciences for $12 billion, marking its largest acquisition in nearly a decade, with a cash offer of $72 per share, a 46% premium over Avidity's last closing price [9] - Apple is set to introduce a similar heat dissipation system in its 2027 iPad Pro as used in the iPhone 17 Pro, aiming to enhance device performance and differentiate its product lines [10] Individual Company Updates - Daqo New Energy reported a 23.2% year-over-year increase in revenue for Q3, with a total revenue of $244.6 million and a production cost reduction to $6.38 per kilogram [7][8] - American Bitcoin, supported by the Trump family, has increased its Bitcoin holdings by 1,414 coins, bringing its total to approximately 3,865 coins, which positively impacted its stock price [8]