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海外市场周报:美股进入季报关键期
德邦证券·2025-01-26 08:00

Market Performance - Global stock markets saw more gains than losses last week, with the Hang Seng Tech Index leading the major markets[1] - The Dow Jones, S&P 500, and Nasdaq rose by +2.2%, +1.7%, and +1.7% respectively[1] - European markets showed mixed results, with France's CAC40 and Germany's DAX increasing, while the UK's FTSE 100 experienced a slight pullback[1] - In the Asia-Pacific region, most indices rose, with only India's SENSEX30 showing a minor decline[1] Earnings Reports - Major Wall Street banks reported strong earnings, boosting market confidence, with Netflix's Q4 revenue at 10.25billionandnetprofitat10.25 billion and net profit at 1.87 billion, exceeding expectations[2] - Netflix's paid membership surpassed 300 million, adding over 19 million new members, a record high[2] - TSMC also reported Q4 revenue of $26.88 billion, contributing to positive sentiment in the tech sector[2] Monetary Policy and Risks - The Bank of Japan raised interest rates by 25 basis points to 0.5%, marking the largest increase since February 2007, which may impact global financial markets[3] - Risks include potential inflation rebounds exceeding expectations, weaker global economic conditions, and geopolitical tensions escalating unexpectedly[2][3]