三大股指期货齐跌 Q4财报季启幕 鲍威尔遭刑事调查 金银续刷新高

Market Movements - US stock index futures are all down ahead of the market opening, with Dow futures down 0.71%, S&P 500 futures down 0.64%, and Nasdaq futures down 0.87% [1] - European indices show mixed results, with Germany's DAX up 0.33%, UK's FTSE 100 down 0.03%, France's CAC40 down 0.23%, and the Euro Stoxx 50 down 0.05% [2][3] - WTI crude oil is down 0.61% at $58.58 per barrel, while Brent crude oil is down 0.81% at $62.83 per barrel [3][4] Earnings Season and Economic Data - The new earnings season for US stocks is set to begin, with major firms like Goldman Sachs, Morgan Stanley, and JPMorgan expected to report strong growth and optimistic outlooks [5] - Key economic data, including the US CPI and PPI, will be released this week, influencing traders' expectations regarding the Federal Reserve's interest rate decisions [5] Earnings Forecasts - HSBC and Citigroup predict that the S&P 500's Q4 earnings will exceed expectations, with a slight increase in profit margins anticipated [6] - Citigroup forecasts that the S&P 500's earnings per share will reach $275 for the year, with a projected $320 for 2026, indicating a positive outlook for the tech sector [6] Federal Reserve and Economic Outlook - Federal Reserve Chairman Jerome Powell is under criminal investigation, which raises concerns about the independence of the Fed's monetary policy [7] - Goldman Sachs projects a 2.8% growth rate for the US economy in 2026, with expectations of two 25 basis point rate cuts in June and September [8] Individual Company News - Tempus AI reports a significant revenue increase of 83% for 2025, leading to a pre-market stock price surge of over 10% [11] - TSMC anticipates a 27% increase in Q4 net profit, driven by strong demand for AI infrastructure [11] - Walmart and Google are collaborating to launch AI shopping, enhancing the consumer experience through Google's AI assistant [12] - Meta has shut down 550,000 accounts of users under 16 in compliance with Australian regulations, despite opposing the ban [13]