Market Overview - US stock index futures are all up, with Dow futures rising by 0.06%, S&P futures up by 0.25%, and Nasdaq futures increasing by 0.39% [1] - Major European stock indices are also rising, with the Euro Stoxx 50 up by 0.56%, FTSE 100 up by 0.12%, CAC 40 up by 0.3%, and DAX 30 up by 0.15% [1] - WTI crude oil is down by 0.26% at $57.8 per barrel, while Brent crude oil is down by 0.19% at $61.68 per barrel. Gold is up by 0.29% at $4189.5 per ounce [1] Economic News - The UK budget report has been leaked, showing a significant increase in fiscal buffer from £9.9 billion in March to £22 billion, the largest fiscal leeway since March 2022 [1] - The UK Chancellor of the Exchequer, Reeves, will implement a three-year stamp duty exemption for new IPOs and plans to increase tax revenue by £29.8 billion by the fiscal year 2030-31 [1] - Canada will reduce tariff quotas for certain countries [1] - HSBC forecasts the S&P 500 index to reach a target price of 7500 points by 2026 [1] - The European Central Bank has criticized the US stock market, stating that bubbles are driven by "fear of missing out," with three potential black swan events that could trigger market disruptions [1] - Traders are increasing bets on the Bank of England cutting interest rates, expecting a cumulative reduction of 68 basis points by the end of 2026 [1] Company News - Li Auto reported Q3 2025 revenue of 27.4 billion yuan, down from 42.87 billion yuan in the same period last year [1] - Dell's Q3 revenue for fiscal year 2026 reached $27 billion, an 11% year-over-year increase, with AI server orders totaling $12.3 billion and backlog orders at $18.4 billion, raising the annual server shipment forecast from $20 billion to $25 billion [1] - The Italian Competition and Market Authority has initiated temporary measures against Meta for alleged abuse of market dominance, claiming that its WhatsApp business solution terms and AI tool integration may limit competition in the AI chatbot service market [1] - Panasonic Energy will supply lithium-ion batteries to Amazon's Zoox, starting deliveries of the latest 2170 model batteries in 2026 under a multi-year agreement [1] - Nvidia responded to competition from Google, stating that its GPUs remain a generation ahead in the industry, with a continuously expanding AI server customer base and project reserves expected to grow in the next five quarters, outpacing backlog orders [1] - UBS's credit fund may face over a 10% markdown due to the bankruptcy of First Brands [1]
今夜美股前瞻 英国预算案将至，戴尔营收增长，三大股指期货齐涨
Jin Rong Jie·2025-11-26 13:31