标普500指数、纳斯达克指数料高开 财报密集发布成市场焦点

Group 1 - The S&P 500 and Nasdaq indices are expected to open strongly as investors prepare for a busy earnings season, following a stabilization after a drop in commodity prices [1][10] - Palantir Technologies saw a pre-market stock increase of 11.2% due to strong earnings highlighting robust demand for its military-grade AI tools, supported by U.S. defense spending [1][10] - Teradyne's stock surged by 22% after the company provided a strong Q1 earnings outlook, benefiting from a new wave of AI-related investments as major tech firms invest billions in data center expansions [1][10] - Alphabet, the parent company of Google, rose by 1.3% in pre-market trading after reaching a historical high, while Amazon increased by 0.8%, both set to release earnings later this week [1][10] - Major tech companies are under pressure to convert significant capital expenditures into measurable returns to support current high valuations, as AI-related infrastructure investments rise [1][10] Group 2 - PayPal's stock plummeted by 17.2% after predicting profits for 2026 below market expectations [2][11] - The U.S. House of Representatives is attempting to pass an agreement to end the current government shutdown, which has disrupted the release schedule of economic data [2][11] - The release of the JOLTS report has been postponed, affecting market sentiment [3][12] Group 3 - Approximately one-quarter of S&P 500 companies are set to report quarterly earnings this week, with analysts expecting a nearly 11% year-over-year increase in earnings for Q4, up from an initial estimate of about 9% in early January [4][13] - Pfizer reported Q4 profits exceeding expectations, yet its stock fell by 4.6%, while Merck's stock declined by 0.7% due to lower-than-expected sales forecasts for 2026 [5][14] - Consumer confidence in the U.S. dropped to an 11-year low in January, prompting the market to look for clues about consumer trends through upcoming earnings reports [7][15]