明星基金经理:金价再跌5%~7%将大举抄底;高盛首席律师被曝与爱泼斯坦有瓜葛;美国关键数据今晚发布【美股盘前】
Mei Ri Jing Ji Xin Wen·2026-02-04 11:57

Group 1 - Dow futures rose by 0.14%, S&P 500 futures increased by 0.01%, while Nasdaq futures fell by 0.15% [1] - AMD's stock dropped over 7% as the company projected Q1 revenue between $9.5 billion and $10.1 billion, slightly above analyst consensus of $9.39 billion, but below some optimistic forecasts exceeding $10 billion [1] - Super Micro Computer's stock surged over 11% after the company announced that its sales for the fiscal year would reach at least $40 billion, up from a previous forecast of $36 billion [1] - Novo Nordisk's stock fell over 5%, following a nearly 15% drop the previous night, as the company indicated a slowdown in sales and profit growth, particularly in the U.S. market [1] - Lumentum's stock rose nearly 9% due to strong demand for optical circuit switches (OCS) and co-packaged optics (CPO), with a revenue guidance indicating up to 85% year-over-year growth for the next quarter [1] Group 2 - Alphabet's stock rose over 0.5% ahead of its Q4 earnings report, expected to show revenue of $111.48 billion, a 15.56% year-over-year increase, and earnings per share of $2.64, a 22.79% increase [2] - Analysts noted that Google's advertising innovation is gaining momentum, driven by the integration of the Gemini model, which is expected to open new growth paths in the agency business [2] - UBS CEO highlighted that global political volatility is prompting clients to adjust their investment portfolios, benefiting UBS, and indicated that technology stock valuations may need recalibration [3] - Fidelity International's star fund manager expressed intentions to buy significantly if gold prices drop by 5% to 7%, citing a structural uptrend in gold despite current market corrections [3] - Key U.S. employment data is set to be released, with the ADP employment change expected to provide initial insights into the upcoming non-farm payroll report [3]

明星基金经理:金价再跌5%~7%将大举抄底;高盛首席律师被曝与爱泼斯坦有瓜葛;美国关键数据今晚发布【美股盘前】 - Reportify