美股前瞻 | 三大股指期货齐涨，大摩认为美股回调即将结束

Market Overview - US stock index futures are rising ahead of the Thanksgiving holiday, with Dow futures up 0.15%, S&P 500 futures up 0.33%, and Nasdaq futures up 0.61% [1] - European indices show mixed performance, with Germany's DAX up 0.49%, France's CAC40 up 0.02%, and the UK's FTSE 100 down 0.26% [1] Oil Market - WTI crude oil is up 0.17% at $57.91 per barrel, while Brent crude oil is down 0.23% at $61.80 per barrel [2] Economic Data and Events - Investors are preparing for several important economic data releases, including US retail sales and PPI data for September, and the Conference Board's consumer confidence index for November [3] - The upcoming week will also see the release of initial jobless claims and the Federal Reserve's Beige Book [3] Federal Reserve Insights - There is a possibility of a 6:6 deadlock in the Federal Reserve's December voting, indicating increasing divisions among members regarding interest rate decisions [4] - Morgan Stanley's strategist Michael Wilson believes the recent sell-off in US stocks may be nearing an end, with a bullish outlook for the market in 2024 [4] Stock Performance and Earnings - The S&P 500 index has declined approximately 3.7% in November, with a potential liquidity crisis looming due to $150 billion being withdrawn from the market due to US Treasury settlements [5] - Nvidia's recent earnings report has not alleviated market concerns regarding a potential AI stock bubble, with debates ongoing about the sustainability of valuations in the AI sector [6] - Shipping rates for supertankers have surged to a five-year high, driven by increased demand for alternatives to sanctioned Russian oil [6] Company-Specific News - LexinFintech (LX.US) reported Q3 earnings with revenue of 3.42 billion yuan and a net profit of 675 million yuan, showing resilience amid macroeconomic challenges [7] - BHP Group (BHP.US) has announced it will no longer pursue a merger with Anglo American, marking a significant shift in its strategic direction [8] - Amazon (AMZN.US) operates over 900 data centers across more than 50 countries, highlighting the scale of its cloud services [9]