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纳指期货涨超1%,美国政府有望结束停摆
Zhi Tong Cai Jing· 2025-11-11 02:36
Market Overview - US stock index futures are all up, with Dow futures rising by 0.45%, S&P 500 futures up by 0.95%, and Nasdaq futures increasing by 1.49% [1] - European indices also show positive movement, with Germany's DAX up by 1.96%, UK's FTSE 100 up by 1.01%, France's CAC 40 up by 1.48%, and the Euro Stoxx 50 up by 1.85% [2] Oil Prices - WTI crude oil is up by 0.17%, priced at $59.85 per barrel, while Brent crude oil is also up by 0.17%, priced at $63.74 per barrel [2][3] Government Shutdown and Economic Impact - A proposal to reopen the US government is gaining support among moderate Democratic senators, which would fund several departments until the end of the fiscal year [4] - Historical precedents suggest that once the government reopens, there will be a backlog of economic data releases, potentially impacting market sentiment [4] - Analysts from Morgan Stanley and UBS express that strong corporate earnings could support US stock market growth in 2026 despite short-term risks from interest rate uncertainties [4] Employment Data Insights - The absence of the non-farm payroll report due to the government shutdown has left a gap in employment data, but ADP reported a rebound in private sector employment, adding 42,000 jobs in October [5] - The three-month average growth in private sector employment remains at 29,000 jobs, with the unemployment rate at 4.32% [5] Japanese Market Trends - Goldman Sachs reports a 30% surge in the Nikkei index, attracting significant US investment, particularly in technology and AI sectors, marking the fastest inflow of US funds since the "Abenomics" era [6] Market Volatility - The volatility index for S&P 500 options has risen, indicating increased market pressure and investor caution following a month of turbulence [7] Company Earnings Reports - Barrick Mining reported Q3 revenue of $4.15 billion, a 23.1% increase year-over-year, but slightly below expectations [8] - Beike's Q3 net profit decreased by 36.1% to 747 million yuan, with total transaction volume remaining stable year-over-year [9] - Pfizer completed a $10 billion acquisition of Metsera, marking its entry into the weight-loss drug market [10] Semiconductor Industry Concerns - TSMC's October revenue growth slowed to 16.9%, the lowest in over a year and a half, raising concerns about a potential AI market bubble [11] Leadership Changes - Diageo appointed Dave Lewis as CEO, aiming to revitalize its core spirits business amid challenging market conditions [12]
“雷厉风行的Dave”空降帝亚吉欧(DEO.US)CEO! 这位曾拯救Tesco的老兵即将再造烈酒传奇?
Zhi Tong Cai Jing· 2025-11-10 09:36
智通财经APP获悉,全球高端烈酒生产与销售巨头帝亚吉欧(Diageo Plc) 任命英国跨国零售集团Tesco Plc 前掌门人戴夫·刘易斯(Dave Lewis)为新任首席执行官,这一举动令市场感到惊喜,推动帝亚吉欧股 价大幅反弹。这家坐拥健力士黑啤(Guinness stout)与尊尼获加(Johnnie Walker)等全球知名酒类品牌的生 产商正试图在一段严重动荡时期之后重振该巨头的核心酒类业务。 Bloomberg Intelligence的资深分析师 Duncan Fox在一份报告中指出: "他在帝亚吉欧的任务是制定可实 现的强劲增长目标,强化其核心品牌,并提供涵盖所有价格点的重磅产品,而不是专注于高端价格产 品。临时管理团队已经开始过渡工作,但该战略仍需进一步完善,才能实现持续的增长轨迹。" 帝亚吉欧是一家英国跨国酒类集团公司,总部位于伦敦,是全球最大的高端烈酒生产与销售企业之一, 业务版图遍布全球180个国家和地区;主营业务可以概括为:生产、分销和营销酒精类饮品,核心业务线 是高端烈酒+啤酒。帝亚吉欧任命刘易斯(Dave Lewis)担任CEO,堪称请来"救火队长",核心宗旨在于期 望刘易斯能 ...