盘前市场动向 市场消息 今夜揭晓!"异常"非农成美联储风向标，任何偏离预期都将放大市场冲击。今晚即将公布的非农就业报 告将成为投资者关注的焦点。根据一项对经济学家调查的中值预测显示，11月非农就业人数预计增加5 万人;失业率则可能达到4.5%，延续数月来的攀升趋势，升至2021年以来的最高水平。这份报告不仅让 人们得以审视期待已久的美国劳动力市场真实状况，还将为明年利率路径奠定基调。不过，由于政府停 摆的影响，数据的不确定性和异常因素都比往常更为显著。此外，美国商务部还将同步发布10月零售销 售数据。在剔除汽车和汽油销售后，经济学家预计消费支出增速将有所加快，这表明四季度初消费者需 求保持稳健态势;而未经通胀调整的整体零售销售预计仅呈现"温吞"的0.1%增长。 美股本周"逆风"开局：科技股抛售蔓延，关键数据潮前市场再陷震荡。本周伊始，科技股延续上周颓 势，原因是对人工智能的担忧再次浮现。甲骨文和博通令人失望的财报加剧了这种担忧，抵消了美联储 降息带来的乐观情绪。RGA Investments首席投资官 Rick Gardner 认为，投资者是否会继续接受大型科 技股和人工智能股票的高估值是 2026 年的"一 ...

Market Movements - U.S. stock index futures are all down ahead of the market opening, with Dow futures down 0.03%, S&P 500 futures down 0.13%, and Nasdaq futures down 0.23% [1] - WTI crude oil is down 1.69% at $55.71 per barrel, while Brent crude oil is down 1.63% at $59.57 per barrel [2] - Major European indices are also experiencing declines, with Germany's DAX down 0.43%, UK's FTSE 100 down 0.45%, France's CAC40 down 0.11%, and the Euro Stoxx 50 down 0.28% [2] Economic Data and Predictions - The upcoming non-farm payroll report is expected to show an increase of 50,000 jobs in November, with the unemployment rate potentially rising to 4.5%, the highest level since 2021 [3] - The U.S. Commerce Department will also release October retail sales data, with economists predicting a modest 0.1% growth in overall retail sales, while consumer spending growth is expected to accelerate when excluding auto and gas sales [3] Company News - Nvidia (NVDA.US) has acquired SchedMD to strengthen its AI ecosystem, focusing on open-source technology for large-scale computing tasks [8] - Amazon (AMZN.US) is planning to lay off 370 employees at its Luxembourg headquarters, part of a broader strategy to reduce bureaucracy and optimize resource allocation towards key strategic areas, including AI [9] - Ford (F.US) has announced a $19.5 billion charge to abandon its electric vehicle strategy, marking a significant shift towards traditional fuel and hybrid models [10] - Luminar (LAZR.US), a lidar technology company, has filed for bankruptcy after terminating its contract with Volvo, listing debts between $500 million and $1 billion [10] Analyst Predictions - UBS remains optimistic about the U.S. stock market, predicting the S&P 500 will reach 7,300 points by June 2026 and 7,700 points by December 2026, driven by economic resilience, declining interest rates, and ongoing investments in AI [5] - Goldman Sachs has raised its copper price forecast for 2026 from $10,650 per ton to $11,400 per ton, citing ongoing risks related to U.S. tariffs on copper imports [6] - Fitch Ratings has warned that U.S. banks have increased lending to non-bank financial institutions by 26% year-over-year, raising concerns about systemic risks [7]

Market Movements - US stock index futures are all down ahead of the market opening, with Dow futures down 0.03%, S&P 500 futures down 0.13%, and Nasdaq futures down 0.23% [1] - European indices are also experiencing declines, with Germany's DAX down 0.43%, UK's FTSE 100 down 0.45%, France's CAC40 down 0.11%, and the Euro Stoxx 50 down 0.28% [2] - WTI crude oil is down 1.69% at $55.71 per barrel, while Brent crude is down 1.63% at $59.57 per barrel [2] Economic Data and Predictions - The upcoming non-farm payroll report is expected to show an increase of 50,000 jobs in November, with the unemployment rate potentially rising to 4.5%, the highest level since 2021 [3] - The report will provide insights into the US labor market and set the tone for future interest rate decisions, amid uncertainties due to government shutdown impacts [3] - The US Commerce Department will also release October retail sales data, with economists predicting a modest 0.1% growth in overall retail sales, while consumer spending growth is expected to accelerate when excluding auto and gas sales [3] Company News - Nvidia (NVDA.US) has acquired SchedMD to strengthen its AI ecosystem, focusing on large-scale computing task scheduling software [8] - Amazon (AMZN.US) is set to lay off 370 employees at its Luxembourg headquarters, part of a broader strategy to reduce bureaucracy and optimize resource allocation towards key strategic areas, including AI [9] - Ford (F.US) has announced a $19.5 billion charge to abandon its electric vehicle strategy, marking a significant shift towards traditional fuel and hybrid models [10] - Luminar (LAZR.US), a lidar technology company, has filed for bankruptcy after losing a contract with Volvo, with debts ranging from $500 million to $1 billion [10] Analyst Predictions - UBS remains optimistic about the US stock market, forecasting the S&P 500 to reach 7,300 points by June 2026 and 7,700 points by December 2026, driven by economic resilience, declining interest rates, and ongoing AI investments [5] - Goldman Sachs has raised its copper price forecast for 2026 from $10,650 per ton to $11,400 per ton, citing ongoing risks of US tariffs on copper imports [6] - Fitch Ratings has warned that US banks have increased lending to non-bank institutions by 26% year-over-year, raising systemic risk concerns [7]