美股前瞻 | 三大股指期货齐涨，市场热盼美政府重启

Market Overview - US stock index futures are all up, with Dow futures rising by 0.15%, S&P 500 futures up by 0.32%, and Nasdaq futures increasing by 0.58% [1] - European indices show mixed results, with Germany's DAX up by 1.08%, UK's FTSE 100 down by 0.11%, France's CAC40 up by 1.03%, and the Euro Stoxx 50 up by 1.06% [2] - WTI crude oil is up by 0.62% at $60.66 per barrel, while Brent crude oil is up by 0.57% at $64.79 per barrel [2] Government and Economic Policies - Optimism is rising regarding the potential end of the US government shutdown, with a vote expected in the House of Representatives on a bill to keep most government departments operational until January 30, 2025 [2] - President Trump is hosting a private dinner with Wall Street leaders to discuss government-led investment initiatives aimed at strengthening US capital markets and rebuilding critical domestic supply chains [2] Debt Concerns - Goldman Sachs CEO David Solomon warns of potential "reckoning" due to rising US government debt, which has tripled from approximately $10 trillion in 2008 to current levels, without significant economic expansion [3] Banking Sector Developments - The Federal Reserve and other regulatory bodies have reached an agreement to relax key capital requirements for major banks, which will require them to hold less capital relative to total assets, positively impacting banks like JPMorgan Chase, Bank of America, and Goldman Sachs [4] Consumer Goods Investment Opportunities - Market commentator Jim Cramer suggests that inflation may be nearing its peak, presenting a buying opportunity for undervalued consumer goods stocks like Procter & Gamble and Kimberly-Clark, which have been negatively impacted by high inflation and low growth [5] Technology Sector Insights - Charles Clough, a veteran Wall Street strategist, dismisses concerns about a tech bubble, asserting that today's tech giants have robust business models and strong earnings, making them resilient to economic downturns [6] - AMD's CEO Lisa Su projects significant revenue growth in the data center sector, targeting "hundreds of billions" in revenue by 2027, with an expected compound annual growth rate of 80% in the AI market [7] Company Earnings Reports - Huya reported a total revenue of 1.69 billion yuan for Q3 2025, marking a nearly nine-quarter high, with a year-on-year growth rate of approximately 10% [8] - Tencent Music's Q3 2025 net profit attributable to equity holders was 2.15 billion yuan, a 36% year-on-year increase, with total revenue reaching 8.46 billion yuan [9] Renewable Energy Initiatives - Google has signed a 15-year renewable power supply agreement with Total to provide green energy for its AI data center in Ohio, highlighting the increasing demand for sustainable energy sources in the AI era [10] Pharmaceutical Industry Developments - CVS Health is shifting its support from Eli Lilly's weight loss drug to Novo Nordisk's, prompting Eli Lilly to change its employee benefits provider for drug coverage [11]