美股盘前要点 | 美联储降息预期降温引发抛售！百度、拼多多Q3业绩放榜

Market Overview - US stock index futures are collectively down, with Nasdaq futures down 0.6%, S&P 500 futures down 0.48%, and Dow futures down 0.65% [1] - Major European indices are also down, with Germany's DAX down 1.34%, UK's FTSE 100 down 1.39%, France's CAC down 1.4%, and the Euro Stoxx 50 down 1.42% [1] Economic Indicators - The probability of a 25 basis point rate cut by the Federal Reserve in December has decreased to 42.9% according to CME's FedWatch tool [1] Corporate Developments - Amazon plans to issue bonds for the first time in three years, aiming to raise $15 billion to support AI development [4] - AMD and Eviden will power Europe's first $100 billion supercomputer located in France [5] - Chevron is reportedly participating in the bidding for the overseas assets of Russian energy giant Lukoil [9] Company Performance - Home Depot reported Q3 net sales of $41.35 billion, with same-store sales growth of 0.2%, which was below expectations [10] - Baidu's Q3 revenue reached 31.2 billion yuan, with AI business revenue growing over 50% and exceeding expectations; global ride-hailing service "萝卜快跑" saw a 212% year-on-year increase in service instances [11] - Pinduoduo's Q3 revenue grew 9% year-on-year to 108.28 billion yuan, with adjusted net profit increasing 14% year-on-year to 31.38 billion yuan [11] - Trip.com reported a 16% year-on-year revenue increase to 18.3 billion yuan, with net profit significantly rising to 19.9 billion yuan compared to 6.8 billion yuan in the same period last year [12] - Weibo's Q3 net revenue decreased by 5% year-on-year to $442 million, while advertising revenue from Alibaba surged by 112% year-on-year [13] Market Sentiment - "New Bond King" Gundlach noted signs of speculation in AI and data centers, recommending holding 20% cash for the winter [1] - "Big Short" Burry suggested a simultaneous long position in MOH and short position in PLTR, describing it as a perfect combination [2] Industry Trends - October iPhone sales in China surged by 37%, with market share reaching 25% for the first time since 2022 [3] - Novo Nordisk's Wegovy and Ozempic have seen a 30% price reduction in the US, with the out-of-pocket entry price dropping to $199 [6]