来源：格隆汇APP 格隆汇10月27日｜本财报季，销售额超过预期的标普500指数成分股公司数量有望达到大约四年来最 多，而且美国企业似乎很好地应对了关税的影响。彭博行业研究的业绩追踪数据显示，截至目前已发布 财报的成分股中，近70%的公司第三季度销售额超过预期。这一正面意外比例为2021年第四季度疫情后 复苏以来的最高。 ...

当地时间10月20日，美股三大指数集体上涨。截至收盘，道琼斯工业平均指数涨515.97点，涨幅1.12%，报46706.58点；纳斯达克指数涨310.57点，涨幅 1.37%，报22990.54点；标普500指数收涨71.12点，涨幅1.07%，报6735.13点。 大型科技股多数上涨，脸书涨超2%，特斯拉、亚马逊、谷歌涨逾1%，微软涨0.63%，英伟达跌0.32%。苹果涨近4%，股价创收盘新高。 银行股全线上涨，摩根大通、高盛、美国银行涨逾1%，花旗、摩根士丹利涨逾2%，富国银行涨逾3%。 芯片股多数上涨，安森美半导体涨超4%，科天半导体涨逾4%，ARM涨超3%，超威半导体涨逾3%，微芯科技涨超2%，迈威尔科技跌逾2%。 能源股集体上涨，埃克森美孚涨0.41%，雪佛龙涨近1%，康菲石油涨0.67%，斯伦贝谢涨超2%，西方石油涨0.32%。 纳斯达克中国金龙指数收涨2.39%，热门中概股普涨。爱奇艺涨超8%，蔚来涨近5%，金山云涨超4%，阿里巴巴涨近4%，哔哩哔哩、百度涨近2%。 消息面上，多重因素提振美股市场情绪。一方面，市场预期美国政府可能结束停摆，对股指形成支撑；另一方面，美国政府试图避免贸易局势全面恶 ...

编辑：王一帆 美国云服务巨头亚马逊公司旗下云计算服务平台（AWS）周一突发服务故障，导致全球多家公司的网 络连接出现问题，多个热门网站和应用服务中断，包括亚马逊旗下的购物网站、视频服务以及语音助手 均出现问题，多家英国银行和电信服务商也都出现服务异常。 目前，连接问题已逐渐恢复，本次事件并未导致亚马逊股价遭受冲击，投资者仍期待公司将于10月30日 发布一份优于预期的2025年三季度财报，亚马逊股价周一收涨1.61%。自美股三季度财报季开启以来， 已发布财报的标普500指数成分股中，约85%的公司当季业绩都优于预期。（总台央视记者 高岩） ...

美东时间周一，随着贸易形势缓和，加上苹果股价大涨的助攻，三大指数均涨超1%，重回历史高位附近。 截至收盘，道琼斯指数涨1.12%，报46,706.58点；标普500指数涨1.07%，报6,735.13点；纳斯达克指数涨1.37%，报22,990.54点。 苹果股价大涨3.94%，创去年12月以来收盘新高，成为当天市场主要推动力。此前有报道称，今年新款iPhone销售表现强劲。 美国国家经济委员会主任凯文·哈塞特周一表示，已持续20天的联邦政府停摆"有望在本周结束"。他补充称，他相信"温和派民主党人"将于本周达成协议； 若本周未能达成，白宫准备采取更强硬措施迫使政府重启。 本周将有近五分之一的标普500成分公司公布财报，其中包括奈飞和特斯拉。投资者希望财报持续强劲，抵消宏观经济的不确定性。 据美国银行统计，在Q3财报季首周发布业绩的标普500指数成分股公司中，有58家已公布业绩，其中76%超出市场预期，明显高于首周平均水平（68%）， 也略高于上季度的73%。 钢铁制造商克利夫兰-克里夫斯（Cleveland-Cliffs）股价暴涨21%，因公司报告需求上升，并宣布将探索稀土矿物生产。 热门股表现 大型科技股普 ...

每经编辑｜陈柯名 当地时间10月20日，美股三大指数集体高开高走，截至发稿，道指涨0.76%，纳指涨1.36%，标普500指数涨0.95%。 消息面上，美国白宫国家经济委员会主任凯文·哈西特当天接受CNBC采访时表示，美国政府"停摆"将 "大概率在本周内结束"。哈西特补充称，他认为持 "温和" 立场的民主党人本周将达成共识，敲定协议。 哈西特还指出，若本周未能达成协议，白宫已准备采取更有力措施推动"停摆"结束。 截至周一（10月20日），此次政府"停摆"已进入第 20 天。据美国媒体19日报道，受"停摆"影响，美国能源部下属国家核安全管理局约1400名员工将于20 日开始被迫无薪休假，这是该机构2000年成立以来首次。此前，由于政府"停摆"，美国劳工部原定15日公布的9月消费者价格指数(CPI)报告推迟发布，原 定10月3日发布的9月就业数据统计报告也推迟。 图片来源：视觉中国 ムム５ 590美元 +6.280 +1.43% 交易中 10-20 12:02:00 美东时间 美联储主席鲍威尔14日在费城举办的美国商业经济协会年会上表示，美联储现通过私营机构编撰的经济数据等评估美国经济状况，但这些渠道不能取代政 ...

本周，第三季度财报发布工作将逐步升温。根据 FactSet数据，标普500 指数成分股公司的季度盈利预计 同比增长 8.4%。不过，FactSet 高级分析师约翰・巴特斯表示，这一覆盖广泛市场的指数成分股公司， 很可能将实现连续第四个季度盈利增幅超过 13%。以下是本周预计发布财报的重点公司名单： 周一： W.R. Berkley Corporation、Steel Dynamics； 周二：Netflix、GE Aerospace、可口可乐公司、Philip Morris International、雷神技术公司、德州仪器、Danaher、Capital One； 周三：特斯拉、思爱普、 IBM、赛默飞世尔科技、美国电话电报公司、泛林半导体、GE Vernova、安费诺集团； 周四：T- Mobile、英特尔、联合太平洋铁路公司、霍尼韦尔、黑石集团、Newmont、诺福克南方铁路公司； 周 五：宝洁公司、赛诺菲、HCA Healthcare、通用动力公司。 来源：滚动播报 ...

Group 1: Market Performance - The earnings season has significantly boosted the US stock market, with major indices reaching historical highs [2][5] - Tech giants Meta and Microsoft saw substantial stock price increases, with Meta's market cap rising by $204.4 billion (approximately 14,700 million RMB) and Microsoft's market cap surpassing $4 trillion [6][8] - Roblox's stock surged over 20% after raising its revenue guidance for the fiscal year [7] Group 2: Earnings Reports - Meta reported Q2 revenue of $47.52 billion, a 22% year-over-year increase, and a net profit of $18.34 billion, up 36% year-over-year, exceeding market expectations [6] - Microsoft's Q4 FY2025 revenue reached $76.44 billion, an 18% increase year-over-year, with net profit of $27.2 billion, a 24% increase [6] - Oracle's stock also rose, with its market cap reaching $720 billion, and its co-founder Larry Ellison's net worth hitting $300 billion [8] Group 3: Economic Indicators - The core PCE price index rose 2.8% year-over-year in June, the highest level since February, indicating potential policy divergence for the Federal Reserve [3][13] - Consumer spending showed signs of fatigue, with real consumer spending only increasing by 0.1% in June, failing to reverse the previous month's decline [17] - The labor market appears to be slowing, with expectations of a slight increase in unemployment rates in upcoming reports [18][21]

Market Performance - The US stock market showed mixed results on Monday, with the Dow Jones Industrial Average slightly down by 0.04%, while the Nasdaq Composite and S&P 500 indices rose by 0.38% and 0.14% respectively [1] - The precious metals sector performed well, leading the market upward, with gold futures increasing by 1.55% to $3410.3 per ounce and silver futures rising by 2.02% to $39.24 per ounce [1][5] Sector Performance - The S&P 500 and Nasdaq indices reached historical highs, driven by strong performances from major stocks like Google [2] - The telecommunications sector was the best-performing sector in the S&P 500, with a gain of 1.9%, while the energy sector saw a decline of 0.96% [2] - In the technology sector, Google A shares rose by 2.72%, while Amazon increased by 1.40%, and Meta Platforms saw a rise of 1.23% [5] Company Highlights - Notable movements included a 16% increase in Huya's stock price, nearly 3% rise in NIO, and over 2% gain in Pinduoduo, while Li Auto and JD.com fell by over 4% and 1% respectively [1] - Block Inc. saw a significant rise of over 7% due to its upcoming inclusion in the S&P 500 index [5] - Goldman Sachs predicts a 10% increase in the S&P 500 index over the next 12 months, reaching 6900 points, supported by strong earnings reports [6] Earnings Reports - The current earnings season is at its peak, with over 85% of S&P 500 companies exceeding market expectations [6] - Seven large companies are set to release their earnings this week, which will be a focal point for the market [2]

Market Performance - On July 21, U.S. stock markets experienced a high and then a pullback, with the Nasdaq and S&P 500 indices reaching all-time highs, and the Nasdaq briefly surpassing 21,000 points [1][5] - At the close, the Dow Jones Industrial Average fell by 0.04%, the Nasdaq rose by 0.38%, and the S&P 500 increased by 0.14% [5] - Major tech stocks showed mixed performance, with Google up by 2.80%, Amazon up by 1.43%, and Meta up by 1.23%, while Tesla and Nvidia saw declines of 0.35% and 0.60% respectively [6][8] Chinese Concept Stocks - The Nasdaq Golden Dragon China Index fell by 0.28%, with notable gains in stocks like NetEase up over 23%, while companies like New Oriental and Century Internet dropped by over 6% [10][11] Commodity Market - As of 6:12 AM Beijing time, spot gold rose by 0.08% to $3,399.482 per ounce, while COMEX gold futures increased by 1.55% to $3,411.7 per ounce [2][15] - Crude oil prices saw slight declines, with ICE Brent down by 0.25% and NYMEX WTI down by 0.41% [17][18] Credit Outlook - Fitch Ratings indicated that policy risks are casting a shadow over the U.S. credit outlook, downgrading the outlook for 25% of U.S. industries to "deteriorating" for 2025 due to increased uncertainty and expected prolonged high interest rates [3][12] Earnings Season - As the earnings season begins, the S&P 500 reached a historical high, with analysts emphasizing the importance of navigating this period without significant missteps to maintain market momentum [12]

Market Performance - The three major US stock indices closed mixed, with the Dow Jones down 0.04%, the Nasdaq up 0.38%, and the S&P 500 up 0.14% [1][3] - The S&P 500 and Nasdaq indices reached new historical highs, driven by gains in major stocks like Google [1][3] Sector Performance - Among the 11 sectors in the S&P 500, the telecommunications sector rose by 1.9%, while the energy sector fell by 0.96% [3] - In the ETF market, the network stock index ETF increased by 0.65%, and the technology sector ETF rose by approximately 0.1% [3] Notable Stock Movements - Major tech stocks showed mixed results, with Google up 2.72%, Amazon up 1.43%, and Meta up 1.23%, while Tesla and Nvidia saw declines of 0.35% and 0.60%, respectively [3][4] - Chinese concept stocks had varied performances, with Huya surging 16% and NIO rising nearly 3%, while Li Auto fell over 4% [6][8] Earnings Season Insights - The current earnings season is seeing strong performance, with over 85% of the 62 S&P 500 companies that have reported so far exceeding expectations [8] - Goldman Sachs predicts a 10% increase in the S&P 500 index over the next 12 months, driven by strong earnings and investor focus on long-term growth [8][9] Economic Outlook - Goldman Sachs notes that the weakening dollar is beneficial for S&P 500 earnings, with a projected 2% to 3% increase in earnings per share if the dollar declines by 10% [9] - Fitch Ratings has downgraded the outlook for 25% of US industries to "negative," citing increased uncertainty and economic slowdown [10]