三大股指期货齐涨 英伟达及零售业财报考验牛市信念

Market Movements - US stock index futures are all up ahead of the market opening on November 17, with Dow futures up 0.12%, S&P 500 futures up 0.33%, and Nasdaq futures up 0.58% [1] - European indices show mixed results, with Germany's DAX down 0.49%, UK's FTSE 100 unchanged, France's CAC 40 down 0.28%, and the Euro Stoxx 50 down 0.57% [2][3] - WTI crude oil is down 0.07% at $59.91 per barrel, while Brent crude oil is down 0.12% at $64.31 per barrel [3][4] Market News - The upcoming week is critical for US stocks, with key earnings reports from Nvidia and Walmart, as well as the delayed September employment report, expected to set the trading tone for the remainder of the year [5] - Morgan Stanley's chief US equity strategist predicts a 16% increase in the S&P 500 index over the next year, reaching approximately 7,800 points by the end of 2026, supported by strong corporate earnings [6] - Wall Street strategists advise investors to remain steadfast amid recent volatility in tech stocks, emphasizing that the long-term AI investment narrative remains intact [7] Company-Specific News - Nvidia has faced significant sell-offs, with Peter Thiel's fund completely exiting its position in the company, following similar actions by SoftBank and Bridgewater [9][10] - Apple plans to change its iPhone release schedule to twice a year starting in 2026, aiming to alleviate pressure on engineering and marketing teams [10] - Sohu reported Q3 total revenue of $180 million, a 19% year-over-year increase, with a net profit of $9 million [11] - Xpeng Motors achieved a gross margin of 20.1% in Q3, with total revenue of RMB 20.38 billion ($2.54 billion), marking a 101.8% year-over-year increase [12] - Warburg Pincus and Permira are in talks to acquire Clearwater Analytics, with the stock rising nearly 12% in pre-market trading [13] Economic Data and Events - Key economic data releases include the US November New York Fed Manufacturing Index and a discussion led by Minneapolis Fed President Neel Kashkari [14]