盘前：纳指期货涨0.58% 谷歌涨近6%

Market Overview - Global stock markets and bond yields remain strong, with the upcoming Nvidia earnings report expected to influence market direction [2][3] - US stock index futures show slight gains, with the Dow futures up 0.12%, S&P 500 futures up 0.33%, and Nasdaq futures up 0.58% [3] - European markets are cautiously rising after a volatile week, with the STOXX 600 index up 0.1% [3] Nvidia's Earnings Report - Nvidia is viewed as a "litmus test" for the tech sector, having seen its stock price surge approximately 1000% since the launch of ChatGPT in November 2022 [4] - The company became the first globally to surpass a market capitalization of $5 trillion last month, with a year-to-date increase of over 40% [4] Economic Data and Federal Reserve Outlook - The delayed US economic data, including the September non-farm payroll report, is expected to confirm a slowdown in the labor market [6] - The Federal Reserve's decision-making may be complicated by the data delays, with some officials expressing skepticism about further rate cuts [6] - Market expectations for a December rate cut have dropped below 50%, impacting high-valuation tech stocks [3][6] Long-term Investment Sentiment - Wall Street strategists maintain a positive long-term outlook for AI investments, viewing recent volatility as profit-taking rather than a fundamental shift [7] - Morgan Stanley's chief US equity strategist predicts a 16% increase in the S&P 500 over the next year, supported by strong corporate earnings [9][11]