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

Market Overview - US stock index futures are all up, with Dow futures rising 0.06%, S&P futures up 0.25%, and Nasdaq futures increasing by 0.39% [1] - Major European stock indices are also up, with the Euro Stoxx 50 rising 0.56%, FTSE 100 up 0.12%, CAC 40 increasing by 0.3%, and DAX 30 up 0.15% [1] - WTI crude oil is down 0.26% at $57.8 per barrel, while Brent crude oil is down 0.19% at $61.68 per barrel [1] - Gold prices are up 0.29% at $4189.5 per ounce [1] Economic and Policy Updates - The UK budget report has 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 increase tax revenue by £29.8 billion by the fiscal year 2030-31 [1] - Canada plans to reduce tariff quotas for certain countries [1] - HSBC forecasts the S&P 500 index target price at 7500 points by 2026 [1] - The European Central Bank has criticized the US stock market, suggesting it is driven by "fear of missing out" and identifies three potential black swan events that could trigger a market crash [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-Specific 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 2026 revenue reached $27 billion, an 11% year-over-year increase, with AI server orders at $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 restrict 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]