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U.S. Stock Market Outlook: Continuing to soar! Chinese concept stocks are all high before the market opening, Alibaba surges more than 5%, "Weixiaoli" collectively rises more than 7%; Several high officials of the Federal Reserve collectively adopt a dovi

Futu News · Sep 24 20:10

热点要闻

周二盘前，三大股指期货小幅走高

大型科技股盘前多数上涨，特斯拉续涨1.5%，微软、亚马逊微跌。

热门中概股盘前继续爆发，阿里涨超5%，“蔚小理”齐涨超7%，富途控股涨近9%，京东涨近7%，拼多多涨近5%。

3倍做多富时中国ETF-Direxion美股盘前涨超16%

中国资产ETF美股盘前涨幅扩大，$3倍做多富时中国ETF-Direxion (YINN.US)$ 涨超16%， $2倍做多沪深中国互联网股票ETF-Direxion (CWEB.US)$ 涨超10%， $KraneShares中国海外互联网ETF (KWEB.US)$ 、 $中国大盘股ETF-iShares (FXI.US)$ 涨超5%。

Sea盘前续涨超2%，开盘有望再刷阶段新高

新加坡互联网公司 $Sea (SE.US)$ 续涨超2%，开盘有望再刷阶段新高。消息上，该公司与四家泰国公司组成财团，联手申请泰国数码银行牌照。另外，巴克莱银行分析师Jiong Shao维持Sea“买入”评级，维持目标价94美元。

台积电盘前涨近2%，大摩上调台股目标价并重申“增持”评级

摩根士丹利发布研究报告指，看到 $台积电 (TSM.US)$ 在2纳米及3纳米晶片及CoWos先进封装产能扩张较快，料明年CoWos月产能升至8万件。该行上调集团明年及2026年每股盈利预测分别4%及5%，目标价由1,220元新台币升至1,280元新台币，重申“增持”评级，为行业首选，指看好公司在延长的半导体下行周期下有质素及具防守性的性质。

花旗：iPhone 16基础款交货时间延长一周，仍力挺苹果给予“买入”评级

花旗报告表示，与9月13日相比，9月20日追踪的数据显示，全球范围内 $苹果 (AAPL.US)$ 两款基础型号的交货时间平均延长了约一周；给予苹果“买入”评级，并将目标价定为255美元。摩根大通的分析师也观察到了类似的趋势，他们报告称iPhone 16、16 Plus、16 Pro和Pro Max的全球交货时间分别增加到了17天、16天、23天和29天。与上一代机型相比，Pro型号的交货时间有所缩短。

理想汽车盘前涨超8%，上周狂卖1.2万台，单周销量超奔驰宝马和奥迪

$理想汽车 (LI.US)$美股盘前涨超8%，消息上，在刚刚公布的9月16日至22日这一周的中国汽车市场数据中，理想汽车以1.2万辆销量继续稳固了其在中国新势力品牌中的领先地位，同时还在豪华品牌领域内首次超越了长期占据优势的奔驰、宝马和奥迪，仅次于行业巨头特斯拉。

拼多多“百亿减免”再加码，全部商品的退款订单均自动返还技术服务费

今日 $拼多多 (PDD.US)$ “百亿减免”对商家技术服务费退返权益进行了升级，退返范围由此前的活动商品扩大至全部商品，且无需商家申请，订单发生退款后自动退回商家货款账户，超过千万商家将进一步降低经营成本。

携程盘前涨近4%，国庆期间国内亲子游订单环比节前一周翻2倍

$携程网 (TCOM.US)$ 盘前涨近4%，平台数据显示，截至9月23日，国庆期间国内亲子游订单环比节前一周翻2倍，亲子酒店订单环比增长超3倍，主题乐园订单增长近三成，亲子游客占比达40%。其中，长三角地区主题乐园亲子订单环比节前一周涨幅超三倍，亲子游订单环比增长316%，亲子酒店订单增长4倍。

十日罢工后妥协！波音提出“最优且最终方案”：整体加薪30%

$波音 (BA.US)$ 周一表示，已经向罢工工会提出了“最终提议”，其中包括更高的加薪幅度和奖金；最新提议包括：在四年内加薪30%、批准的奖金额将翻倍至6000美元等；鉴于岌岌可危的财务情况，波音正急于结束这场罢工运动。

传美国司法部将起诉Visa垄断借记卡市场

据知情人士透露，美国司法部计划对全球最大的支付网络运营商 $Visa (V.US)$ 提起诉讼，指控该公司非法垄断了该国的借记卡市场。消息人士表示，反垄断部门最早将于当地时间24日在联邦法院起诉Visa，指控其各种反竞争行为。

麦当劳新品Big Arch三明治获好评！或有望提振美国同店销售

$麦当劳 (MCD.US)$新推出的Big Arch三明治预计将成功该公司菜单上的重要补充，并对 $餐饮品牌国际 (QSR.US)$ 旗下汉堡王、Hardee's汉堡、 $温蒂汉堡 (WEN.US)$ 、 $Jack in the Box (JACK.US)$ 和 $Shake Shack (SHAK.US)$ 等汉堡连锁店构成潜在威胁。TD Cowen分析师表示麦当劳未来在美国推出Big Arch三明治可能会提振该公司在美国的同店销售。

全球宏观

美联储多位高官集体“放鸽”，为再次大幅降息敞开大门

票委博斯蒂克指出，未来一个月内任何劳动力疲软的证据都可能增加大幅降息可能性；明年票委古尔斯比认为，“在接下来12个月里，我们还有很长的路要走，才能将利率降至中性水平；明尼阿波利斯联储主席卡什卡利明确支持年内继续降息两次、每次25基点。

高盛：利率下降之际，对冲基金纷纷抢购美国科技股

高盛报告显示，受美联储料降息50个基点刺激，对冲基金上周买入美国科技和媒体股速度为四个月来最快。利率下降预计将重振工业支出，便于企业以更低的成本借款以及消费者购买科技产品，这些因素皆可能利于该行业股价。机构经纪机构的报告称，对冲基金押注信息科技股上涨的多头头寸几乎是押注信息科技股下跌的多头头寸的三倍。

金价狂飙突破2640美元刷新高！瑞银预测：明年到2700不是梦

现货黄金价格短线走高逾10美元，短暂突破2640关口，最高时报每盎司2640.15美元，续刷历史新高，年初至今累涨超27%，跑赢了上涨近20%的标普和纳指。瑞银分析师认为以下三个因素会继续推动黄金走高，到2025年中期达到2,700美元/盎司：美联储将进一步放宽政策；地缘政治紧张局势正在恶化；投资者和央行对黄金的需求依然强劲。

特朗普重磅经济计划即将公布：多重大招吸引外资，再度威胁提高关税

美东时间周二，美国前总统特朗普将在佐治亚州萨凡纳（Savannah）发表经济演讲。一方面，特朗普承诺将亲自招募外国公司到美国经营，并概述了一系列吸引外资的激励措施——包括减税、减少监管和提供联邦土地等。另一方面，他将再次威胁要对进口产品征收严厉关税。

美股盘前成交额TOP20

美股宏观事历提醒

（以下均为北京时间）

21:00：美国7月FHFA房价指数月率、美国7月S&P/CS20座大城市房价指数年率。

22:00：美国9月谘商会消费者信心指数、美国9月里士满联储制造业指数。

次日凌晨04:30：美国截至9月20日当周API原油库存变动(万桶)。

编辑/emily

Hot news

Pre-market on Tuesday, the three major equity index futures slightly increased.

Large-cap technology stocks mostly rose in pre-market trading, with Tesla continuing to rise by 1.5%, while Microsoft and Amazon edged down.

China concept stocks continued to surge in pre-market trading, with Alibaba up over 5%, 'Weibo' rising over 7% collectively, Futu Holdings rising nearly 9%, JD.com up nearly 7%, and PDD Holdings rising nearly 5%.

3x long FTSE China ETF-Direxion surged over 16% in pre-market trading on the USA stock market.

The China assets ETF saw an expanded increase in pre-market trading on the USA stock market.$Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ Surged over 16%. $Direxion Daily CSI China Internet Index Bull 2x Shares ETF (CWEB.US)$ Up more than 10%, $KraneShares CSI China Internet ETF (KWEB.US)$Please use your Futubull account to access the feature.$iShares China Large-Cap ETF (FXI.US)$ Rose more than 5%.

Sea pre-market continued to rise by over 2%, with the possibility of reaching a new high at the opening.

Singapore Internet companies $Sea (SE.US)$ 续涨超2%，开盘有望再刷阶段新高。消息上，该公司与四家泰国公司组成财团，联手申请泰国数码银行牌照。另外，巴克莱银行分析师Jiong Shao维持Sea“买入”评级，维持目标价94美元。

台积电盘前涨近2%，大摩上调台股目标价并重申“增持”评级

摩根士丹利发布研究报告指，看到 $Taiwan Semiconductor (TSM.US)$ 在2纳米及3纳米晶片及CoWos先进封装产能扩张较快，料明年CoWos月产能升至0.08 million件。该行上调集团明年及2026年每股盈利预测分别4%及5%，目标价由1,220元新台币升至1,280元新台币，重申“增持”评级，为行业首选，指看好公司在延长的半导体下行周期下有质素及具防守性的性质。

花旗：iPhone 16基础款交货时间延长一周，仍力挺苹果给予“买入”评级

花旗报告表示，与9月13日相比，9月20日追踪的数据显示，全球范围内 $Apple (AAPL.US)$ The average delivery time for the two base models has been extended by approximately one week; Apple has been given a "buy" rating with a target price set at $255. Analysts at jpmorgan also observed a similar trend, reporting that global delivery times for the iPhone 16, 16 Plus, 16 Pro, and Pro Max have increased to 17 days, 16 days, 23 days, and 29 days respectively. Compared to the previous generation models, delivery times for the Pro model have been slightly reduced.

Pre-market trading for Li Auto Inc surged over 8%, with sales exceeding 0.012 million units last week, surpassing Mercedes-Benz and Audi in single-week sales volume.

$Li Auto (LI.US)$Pre-market trading in usa surged over 8%, according to recent news, in the China automotive market data released for the week of September 16th to 22nd, Li Auto Inc continued to solidify its leading position among new energy vehicle brands in China with sales of 0.012 million units, surpassing Mercedes-Benz, BMW, and Audi for the first time in the luxury brand sector, ranking only behind industry giant tesla.

Pdd Holdings has further enhanced its 'billions of discounts' by automatically refunding the technical service fees for all refunded orders.

Today $PDD Holdings (PDD.US)$ The '100 Billion Reduction' has upgraded the right to refund the merchant's technical service fees, expanding the refund scope from previous promotional products to all products, without the need for merchants to apply. The payment will automatically be returned to the merchant's account after a refund occurs, further reducing operating costs for over tens of millions of merchants.

Trip.com rose nearly 4% in pre-market trading. During the National Day holiday, domestic parent-child travel orders doubled compared to the week before the holiday.

$Trip.com (TCOM.US)$ Rising nearly 4% in pre-market trading, platform data shows that as of September 23, during the National Day holiday, domestic parent-child travel orders doubled compared to the week before the holiday. Parent-child hotel orders grew by over 3 times, theme park orders increased by nearly 30%, and parent-child tourists accounted for 40%. Among them, in the Yangtze River Delta region, parent-child theme park orders more than tripled compared to the week before the holiday, with parent-child travel orders increasing by 316%, and parent-child hotel orders increasing by 4 times.

After the ten-day strike, a compromise! Boeing has proposed the 'best and final solution': a 30% overall salary increase.

$Boeing (BA.US)$ Boeing stated on Monday that they have presented a 'final proposal' to the striking union, including higher salary increases and bonuses; the latest proposal includes a 30% salary increase over four years, and approved bonuses will double to $6000, etc. Given the precarious financial situation, Boeing is eager to end this strike.

The US Department of Justice is reportedly planning to sue Visa for monopolizing the debit card market.

According to sources, the US Department of Justice plans to file a lawsuit against the world's largest payment network operator $Visa (V.US)$ accusing the company of illegally monopolizing the country's debit card market. Insiders say the antitrust department is expected to sue Visa in federal court as early as the 24th local time for various anti-competitive practices.

McDonald's new Big Arch sandwich has received good reviews! It may help boost same-store sales in the USA.

mcdonald's (MCD.US) The newly launched Big Arch sandwich is expected to be a significant addition to the company's menu, and it could have a positive impact on $Restaurant Brands International (QSR.US)$ The potential threat is formed by the hamburger chain stores under the company's umbrella, including Burger King and Hardee's. $The Wendy's Co (WEN.US)$Please use your Futubull account to access the feature.$Jack in the Box (JACK.US)$ and $Shake Shack (SHAK.US)$ Cowen TD analyst mentioned that the introduction of the Big Arch sandwich by McDonald's in the USA may boost the company's same-store sales in the country.

Global macro

Multiple high-ranking officials of the Federal Reserve collectively 'dove', opening the door to another significant rate cut.

Federal Reserve Board member Bostic pointed out that any evidence of labor weakness in the next month may significantly increase the possibility of a large rate cut; next year, Fed member Bullsby believes, 'We have a long way to go in the next 12 months to bring interest rates down to a neutral level'; Minneapolis Fed President Kashkari explicitly supports two more rate cuts by the end of the year, each time by 25 basis points.

Goldman Sachs: Amid declining interest rates, hedge funds are rushing to buy US technology stocks.

Goldman Sachs report shows that spurred by the expected 50 basis point rate cut by the Federal Reserve, hedge funds bought US technology and media stocks at the fastest pace in four months last week. The anticipated rate reduction is expected to boost industrial spending, make it easier for companies to borrow at lower costs, and for consumers to purchase tech products. These factors may all benefit the stocks in this industry. Reports from institutional brokerage firms indicate that hedge funds' long positions betting on the rise of information technology stocks are nearly three times those betting on the fall of information technology stocks.

Gold prices surged through $2640, hitting a new high! UBS Group predicts: reaching 2700 next year is not a dream.

Spot gold prices rose more than $10 in the short term, briefly breaking through the $2640 level, reaching as high as $2640.15 per ounce, hitting a new historical high. Since the beginning of the year, gold has risen by over 27%, outperforming the nearly 20% increase in the S&P and Nasdaq. UBS analysts believe that three factors will continue to drive gold higher, reaching $2,700 per ounce by mid-2025: further easing of Federal Reserve policy; worsening geopolitical tensions; and strong demand for gold from investors and central banks.

President Trump's major economic plan is about to be announced: multiple initiatives to attract foreign investment, while once again threatening to increase tariffs.

On Tuesday, former President Trump will deliver an economic speech in Savannah, Georgia. On the one hand, Trump promises to personally recruit foreign companies to operate in the United States, outlining a series of incentives to attract foreign investment - including tax cuts, reduced regulations, and providing federal land. On the other hand, he will once again threaten to impose strict tariffs on imported products.

Bilibili rose more than 3% pre-market trading and was upgraded to "buy" by UBS, which raised its EPS estimate per share.

Reminder for US Macro Events

(All in Peking Time)

21:00: FHFA House Price Index MoM for July, S&P/CS20 Major Cities House Price Index YoY for July in the USA.

22:00: Consumer Confidence Index for September, Richmond Fed Manufacturing Index for September in the USA.

04:30 the next day: API Crude Oil Inventories Change (in thousand barrels) for the week ending September 20 in the USA.

Editor/Emily

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