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屏息以待杰克逊霍尔 科技股维持回调步伐|今夜看点
Sou Hu Cai Jing· 2025-08-21 13:31
Market Overview - US stock index futures continued to decline ahead of Powell's significant speech, reflecting a cautious market attitude [1] - The Nasdaq 100 index futures fell by 0.45%, S&P 500 index futures dropped by 0.42%, and Dow futures decreased by 0.38% [1] Major Companies Performance - The largest eight companies in the S&P 500, known as the "7 giants" plus Broadcom, all experienced declines, indicating a continued low sentiment in these stocks [3] - Palantir, a prominent AI stock, has seen a 17% drop over six trading days, resulting in a loss of over $70 billion in market value [3] - Nvidia, valued at $4.3 trillion, has only retreated less than 5% from its historical high, with its upcoming earnings report expected to be a significant market focus [4] Trade Agreements - The US and EU have reached a framework agreement for a trade deal, with the EU expected to purchase $750 billion worth of US energy products by 2028 and at least $400 billion in AI chips for European data centers [5] - European companies are projected to invest an additional $600 billion in strategic US sectors by 2028 [5] Company Earnings and Adjustments - Walmart's second-quarter adjusted earnings per share were $0.68, missing analyst expectations by $0.06, marking the first time in three years that earnings fell short [6] - Despite the earnings miss, Walmart reported better-than-expected revenue and raised its full-year financial guidance [6] Industry Trends - Sony has raised the price of PlayStation 5 in the US due to tariff pressures [8] - Meta has paused hiring in its AI team after a significant recruitment effort, indicating a potential restructuring within the department [8] - Starbucks is expanding its trial of two coconut water products in over 400 stores, aligning with the trend of offering health-oriented beverages to attract younger consumers [9]
同店连跌六季、利润腰斩,星巴克凭什么盘后大涨近5%?
Jin Rong Jie· 2025-07-31 02:31
营收超预期、利润承压、门店体验重建,中国业务迎来一年半来首次增长,"Back to Starbucks"转型能 否真的逆转局势? 周二盘后,星巴克(SBUX)发布了2025财年第三季度财报。业绩不尽人意——全球同店销售连续第六 个季度下滑,盈利也低于市场预期。但就在投资者原本该愁云惨淡的氛围中,公司股价却在盘后跳涨 4.8%,仿佛提前看见了"希望"。 为什么在数据依然暗淡的情况下,市场却开始愿意为它买单? 一、Q3核心财务数据:营收超预期,但盈利承压 从账面看,这是一份不太好看的财报: 每股收益EPS:0.50美元,远低于预期的0.65美元; 净利润:5.58亿美元,同比下降47%(去年同期为10.5亿美元);受到重组成本和一次性投资(例如三 天美国门店经理会议)的拖累,影响EPS约11美分。 全球同店销售:下滑2%,为连续第六季度同比下滑。 但在营收层面,星巴克交出了一份超预期的答卷:营收达95亿美元,同比增长4%,高于市场预计的 93.1亿美元,显示核心业务仍具韧性。 二、同店销售"六连跌",但北美、中国市场释放积极信号 星巴克全球同店销售本季度下降2%,差于市场预期的-1.3%。但从地区数据看,一些市场 ...
星巴克改革提速 中国同店销售重返增长 股价盘后涨4.6% | 财报见闻
Hua Er Jie Jian Wen· 2025-07-29 22:14
星巴克公司周二盘后公布第三季度财报显示,尽管该公司同店销售额和利润均低于市场预期,但该首席执行官尼科尔(Brian Niccol)表示,星巴克福星计 划"进展超前",而且中国市场自2023年以来首次录得增长,该公司股价周二盘后一度上涨4.6%。 以下是星巴克第三季度财报要点: 主要财务数据: 营收:星巴克第三季度营收为95亿美元,超出分析师预期的93.1亿美元。 同店销售额:星巴克第三季度同店销售额下降2%,跌幅高于StreetAccount预计的1.3%。 净利润:星巴克本第三季度归属于公司的净利润为5.583亿美元,合每股49美分,较去年同期的10.5亿美元或每股93美分大幅下滑。 调整后每股收益:星巴克第三季度调整后每股收益为50美分,不及分析师预期的65美分。 星巴克股价在盘后交易中一度上涨4.6%,涨幅随后收窄至3%左右。截至周二收盘,星巴克今年股价累计上涨1.9%,远低于标准普尔500指数8.3%的涨幅。 在过去一年半的时间里,星巴克经历了罕见的同店销售连续下滑,目前正处于全面改革阶段。自去年9月上任以来,尼科尔计划通过缩短等候时间、更新菜 单、重新装修门店以恢复座位区,从而提振美国市场业务。 尽 ...