美股盘前要点 | 美联邦政府“停摆”时间平历史纪录！大摩警告股市或回调超10%

Market Overview - US stock index futures are all down, with Nasdaq futures falling by 1.32%, S&P 500 futures down by 0.98%, and Dow futures decreasing by 0.57% [1] - Major European indices also declined, with Germany's DAX down by 1.28%, UK's FTSE 100 down by 0.52%, France's CAC down by 1.26%, and the Euro Stoxx 50 down by 1.07% [2] Corporate Developments - Morgan Stanley's CEO indicated that global stock markets may face a correction, potentially dropping by 10% to 15% [4] - Amazon's cloud computing division, AWS, signed a $38 billion deal with OpenAI for computing power [5] - Norway's sovereign wealth fund decided to reject Tesla CEO Elon Musk's $1 trillion compensation plan [6] - Apple tightened its distribution channels in China, prohibiting offline dealers from selling products online to maintain pricing integrity [7] - Apple is collaborating with Google to develop a customized Gemini model for Siri [8] - Michael Burry, known as the "Big Short" figure, revealed that 80% of his positions are short on Palantir and Nvidia [9] Company Performance - Palantir reported a 63% year-over-year increase in Q3 revenue, reaching $1.18 billion, and raised its full-year revenue forecast [10] - Starbucks' China business has been acquired by Boyu Capital, which will establish a joint venture [11] - Alibaba responded to the renaming of Ele.me to Taobao Flash Sale, stating it is merely a name change with no impact on consumer rights or data privacy policies [12] - The AI large model real-time investment competition "Alpha Arena" concluded, with Alibaba's Qwen winning [13] - Cisco launched a new product, Unified Edge, to capture opportunities in edge AI [14] - Uber's Q3 revenue reached $13.47 billion, with total bookings of $49.74 billion, both exceeding expectations [15] - Pfizer's Q3 revenue decreased by 6% year-over-year to $16.65 billion but still surpassed expectations, and the company raised its full-year profit forecast [16] - BP's Q3 adjusted net profit was $2.2 billion, exceeding expectations, and the company maintained its quarterly stock buyback plan [17] - Ferrari's Q3 revenue was €1.77 billion, with EBIT of €503 million, both exceeding expectations [18] - Nokia decided to apply for the delisting of its shares from the Euronext Paris exchange [19] - Nintendo's quarterly performance exceeded expectations, and the company raised its forecast for Switch 2 sales to 19 million units for the fiscal year [20]