国信证券(香港)·资讯日报 港股市场表现 美股市场表现 日股市场表现 2025 年 9 月 12 日 | 资讯日报 | | --- | 资讯日报：美国初请失业金人数超预期创近四年新 高 股票市场概览 富时新加坡海峡指数一年表现 JIANG CHAOYI SFC CE No.: BWT372 +852 62345097 jadejiang@guosen.com.hk 注：以上数据均来官方披露、公司资料，国信证券（香港）研究部整理，请务必阅读正文之后的信息披露及其项下所有内容。 数据日期：2025 年 9 月 11 日 资料来源：万得，国信证券（香港）财富研 究部整理 海外市场主要股市上日表现 | 指数 | 收盘价 | 单日 涨跌（%） | 周涨跌 （%） | 年初至今 涨跌（%） | | --- | --- | --- | --- | --- | | 上证指数 3875.31 | | 1.65 | 1.65 | 13.73 | | 道琼斯工业指数 46108.00 | | 1.36 | 1.56 | 8.30 | | 日经225 44372.50 | | 1.22 | 3.15 | 11.22 | | 标普50 ...

Group 1 - The U.S. Consumer Price Index (CPI) for August increased by 2.9% year-on-year, meeting expectations, and rose by 0.4% month-on-month, exceeding expectations, marking the highest levels since January [1] - Initial jobless claims for the week ending September 6 reached 263,000, the highest level in nearly four years [1] - The market has fully priced in expectations for three interest rate cuts by the end of the year [1] Group 2 - Major U.S. stock indices opened higher, with the Nasdaq up 0.42%, the S&P 500 up 0.31%, and the Dow Jones up 0.2% [1] - Oracle shares rose by 0.5% after signing a $300 billion computing power deal with OpenAI, which represents 94.6% of the $317 billion Remaining Performance Obligations (RPO) added in its earnings report [1] - Alibaba's stock increased by 3.1% as its "Gaode Street Ranking" attracted over 40 million users on its launch day, becoming the largest food ranking platform in China [1] - Micron Technology's stock surged by 6.4% after Citigroup raised its price target from $150 to $175, maintaining a "Buy" rating [1] - Adobe's stock rose by 1.2% as it launched its first AI agent product suite's general version, with Q3 fiscal year 2025 earnings to be announced after market close [1]

Group 1 - US stock index futures are all up, with Nasdaq futures rising by 0.3%, S&P 500 futures up by 0.25%, and Dow futures increasing by 0.22% [1] - Major European stock indices are collectively rising, with Germany's DAX up by 0.39%, UK's FTSE 100 up by 0.54%, France's CAC up by 0.98%, and the Euro Stoxx 50 up by 0.49% [1] - OpenAI has signed a $300 billion computing power deal with Oracle, marking one of the largest cloud service contracts in history [1] - Alibaba plans to issue approximately $3.2 billion in senior notes, with most of the funds allocated for AI-related fields [1] - Adobe has launched the first general version of its AI agent product suite, aimed at helping customers streamline workflows [1] Group 2 - Starbucks China is reportedly in the final stages of sale, with Sequoia China, Boyu Capital, and two other institutions shortlisted [1] - Delta Air Lines has noted a rebound in consumer confidence and plans to achieve growth by increasing international travel [2] - Tapestry expects tariff impacts to fully ease by fiscal year 2028 and plans to repurchase $3 billion in shares [2] - Robinhood is set to launch a social trading platform, Robinhood Social, allowing users to track the actions of well-known traders in real-time [2] - Xiaopeng's flying vehicle "Land Aircraft Carrier" (X3-F) has received a flight permit in the UAE, officially starting manned flight tests [2]

格隆汇9月11日｜Adobe(ADBE.US)盘前拉升，一度涨超2.8%，报360美元。 消息面上，Adobe推出其首个AI智能体产品套件的通用版本，旨在帮助客户在多种应用场景下缩短工作 流程。Adobe Experience Platform智能体最初于今年3月在Adobe Summit活动上首次亮相，该公司称这些 智能体将能够自动化处理与客户体验相关的各种任务，如网站优化、内容制作、目标受众细化等。 另外，Adobe将于周四美股盘后公布2025财年Q3业绩，市场普遍预期季度营收约为59亿美元，相当于同 比增长超9%，预期每股收益为4.04美元，相当于同比增长约7.5%。(格隆汇) ...