三大股指期货齐涨，美联储12月降息预期升温，周四因感恩节休市

Market Overview - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.15%, S&P 500 futures by 0.30%, and Nasdaq futures by 0.42% [1] - European indices show mixed performance, with Germany's DAX up 0.31%, France's CAC40 up 0.40%, the UK's FTSE 100 down 0.06%, and the Euro Stoxx 50 up 0.72% [2][3] Commodity Prices - WTI crude oil is up 0.09% at $58.30 per barrel, while Brent crude oil is up 0.39% at $62.04 per barrel [3][4] Economic Data and Predictions - Due to the Thanksgiving holiday, several US economic data releases are scheduled earlier than usual, including initial jobless claims and EIA natural gas inventory reports [5] - Market expectations for a Federal Reserve rate cut in December have surged to 80%, up from 30% just days prior, driven by mixed employment data and comments from the New York Fed President [5] Company Earnings and Forecasts - Morgan Stanley predicts the S&P 500 index will rise approximately 11% to around 7500 points by the end of 2026, with strong earnings growth expected [6] - Dell Technologies reported a 11% year-over-year revenue increase to $27 billion in Q3, raising its full-year revenue guidance to between $111.2 billion and $112.2 billion [10] - Noah Holdings reported a 52.2% year-over-year increase in Non-GAAP net profit for Q3, with a total net income of 633 million yuan [11] Industry Developments - The US Medicare program is set to negotiate prices for 15 high-cost drugs, potentially saving around 36% in spending, which could impact the pharmaceutical industry significantly [7] - Concerns are rising regarding the credit risks associated with the explosive growth of prediction markets and sports betting, as consumers may take on excessive debt [8] - Tesla faces declining sales in major markets, with a reported 48.5% drop in sales in Europe in October, raising concerns about its future performance [13] Technological Advancements - Google has made significant strides in AI, launching new software and partnerships, which may enhance its competitive position against rivals like OpenAI [14] - Nvidia's stock has seen a 14% decline this month, with concerns about its dominance in the AI semiconductor market and potential competition from Alphabet's AI processors [15]