Market Overview - US stock index futures are all down ahead of the market opening, with Dow futures down 0.00%, S&P 500 futures down 0.04%, and Nasdaq futures down 0.27% [1] - European indices show mixed performance, with Germany's DAX down 0.21%, UK's FTSE 100 up 0.90%, France's CAC40 down 0.33%, and the Euro Stoxx 50 down 0.21% [2][3] - WTI crude oil increased by 1.96% to $58.36 per barrel, while Brent crude oil rose by 1.83% to $62.44 per barrel [3][4] Economic Insights - Bank of America strategist Savita Subramanian has shifted from a bullish to a cautious stance on the US stock market, citing five emerging risks that could impact the S&P 500 index, including high valuations and signals of an impending bear market [5] - A survey indicates that the Federal Reserve is expected to cut interest rates by 25 basis points next week, with significant uncertainty regarding the interest rate path for next year [6] - Goldman Sachs warns that market estimates for US GDP may be overly optimistic due to data gaps during the government shutdown, which could lead to disappointing employment data [7] Company-Specific News - Netflix (NFLX.US) missed earnings expectations due to a tax dispute in Brazil, reporting a 17% revenue growth to $11.5 billion but an EPS of $5.87, below the expected $6.94 [8][9] - Texas Instruments (TXN.US) reported a 14% revenue increase to $4.74 billion but provided a weaker outlook for Q4, leading to an 8% pre-market drop [9] - Alliance West Bank (WAL.US) reported a 15.2% revenue increase to $938.2 million and a net profit surge of over 27%, alleviating market concerns [10] - Intuitive Surgical (ISRG.US) saw a 23% revenue increase to $2.51 billion, driven by strong growth in surgical procedures [10] - Barclays Bank (BCS.US) announced a £235 million provision for auto credit but raised its profit guidance, leading to a 4% pre-market increase [11] - AT&T (T.US) reported mixed Q3 results, with revenue of $30.7 billion slightly below expectations but exceeding new wireless subscriber growth forecasts [12] - Teck Resources (TECK.US) reported a nearly 20% increase in adjusted core earnings to CAD 1.17 billion, benefiting from rising metal prices [12] - Beyond Meat (BYND.US) experienced a significant stock price increase driven by a short squeeze, despite concerns over its fundamental business outlook [12]

EIA短期能源展望报告：对美国GDP的预测已从4月向下修正。现预测2025年实际GDP将增长1.5%，比 4月预测下调0.5个百分点；2026年实际GDP将增长1.6%，比4月下调0.4个百分点。 ...