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Preview of US stocks | Focus tonight! The minutes of the Fed meeting with a series of official speeches are coming; the three major futures are generally down before the market, nvidia continues to rise by more than 1%, and Chinese concept stocks continue

Futu News · 20:27

热点要闻

周三美股盘前，三大股指期货齐跌

明星科技股盘前涨跌不一， $英伟达 (NVDA.US)$ 、 $美国超微公司 (AMD.US)$ 、 $台积电 (TSM.US)$ 涨约1%， $特斯拉 (TSLA.US)$ 小幅下跌。

热门中概股盘前普跌， $阿里巴巴 (BABA.US)$ 、拼多多 $拼多多 (PDD.US)$ 跌超3%， $网易 (NTES.US)$ 跌超5%。

海外上市中国ETF回调，$3倍做多富时中国ETF-Direxion (YINN.US)$盘前跌超6%，$3倍做空富时中国ETF-Direxion (YANG.US)$盘前涨超8%。

英伟达还能接着疯？“五连涨”逼近历史高点后，华尔街仍看涨声一片！

在经历一波“五连涨”后， $英伟达 (NVDA.US)$ 的股价在不经意间又攀升到了历史高点附近。与此同时，华尔街也看涨声一片：华尔街认为，对英伟达盈利潜力至关重要的是即将推出的Blackwell芯片，该产品预计将在截至明年1月份的财季中做出显著贡献。英伟达预计这一产品线在该季度将带来“数十亿美元”的收入，而华尔街的预测大约为40亿美元。

AI芯片保持强劲需求！台积电Q3营收超预期大增39%

$台积电 (TSM.US)$ 今日公布2024年9月营收报告。2024年9月合并营收约为新台币2518.7300亿元，较上月增加0.4%，仅次于7月创下的2569.53亿元新台币最高纪录，较去年同期增加39.6%。第3季营收达7596.93亿元新台币，优于预期，季增12.8%，并创下单季新高。前三季度营收约为新台币20258.47亿元，较去年同期增加31.9%。

Roundhill CEO：“中国龙ETF”精准布局中国九大科技巨头，对中国科技行业的未来充满信心

据媒体，Roundhill Investments首席执行官Dave Mazza表示，“中国龙ETF”专注于中国九大科技巨头（ $美团-W (03690.HK)$ 、 $小米集团-W (01810.HK)$ 、 $比亚迪股份 (01211.HK)$ 、 $京东 (JD.US)$ 、 $腾讯控股 (00700.HK)$ 、$拼多多 (PDD.US)$、$网易 (NTES.US)$、$阿里巴巴 (BABA.US)$、$百度 (BIDU.US)$），以均衡配置的策略吸引市场广泛关注，为投资者提供精准的中国科技股投资机会。

美国司法部拟建议强迫谷歌出售部分业务

据媒体，美国司法部考虑分拆 $谷歌-A (GOOGL.US)$ 作为反垄断案的补救措施，谷歌则指，司法部的分拆提议可能会损害消费者和企业。司法部考虑建议强迫谷歌出售部分业务，以减轻垄断网络搜索市场造成的伤害。反垄断执法人员在法庭文件中称，法官也可以迫使该公司提供访问权，以访问其用于构建搜索结果和人工智能产品的基础数据。

WW International盘前大涨超43%，公司增添了产品交易

减肥解决方案供应商 $WW International (WW.US)$ 盘前继续大涨43%报1.566元，昨日大幅飙涨近47%。消息上，该公司已将复合司美格鲁肽添加到其减肥方案中，为符合条件的会员提供增强型临床体重管理产品。

百度计划在中国境外推出无人驾驶出租车服务

据媒体，随着自动驾驶汽车商业化竞争的白热化，中国互联网巨头 $百度 (BIDU.US)$ 计划在中国以外地区推出机器人出租车服务萝卜快跑（Apollo Go）。百度此举正值美国特斯拉准备在本周推出其机器人出租车Robotaxi之际，其他中国企业也盯上了海外市场，希望在自动驾驶汽车的竞争中拔得头筹，消息称中国自动驾驶企业小马智行（Pony.ai）和文远知行（WeRide）也正在关注海外市场。

高盛：预期哔哩哔哩盈利增长应可持续，将于2026年前实现10至15%净利润率

高盛发表报告指，自9月26上调哔哩哔哩 $哔哩哔哩 (BILI.US)$ 评级至“买入”以来，投资者的问题主要集中在《三国：谋定天下》的可持续性以及对第三季和第四季游戏收入预期；公司在视频平台和广告业务上的执行和变现能力；以及在波动的市场环境中公司的长期利润水平和合理估值。高盛指，哔哩哔哩股价近期波动，最近两日回调后，过去两周仍上涨50%，随着公司改善业务组合，预期自第三季起盈利增长应可持续，并于2026年前实现10至15%净利润率。

英伟达股价创三个月新高，call单最高涨近3倍

$英伟达 (NVDA.US)$ 隔夜再涨4%，5个交易日已累计涨幅达13.58%，创三个月新高，看涨比例为66.5%。

期权链上，成交数量最多的是本周五到期，行权价为131美元的call，成交21.1万张，同时未平仓量也最多，达12.65万张。多张本周五到期的call赚2倍以上，其中本周五到期行权价在139美元的call大赚283%。

全球宏观

美联储会议纪要携官员密集讲话来袭

美联储的多位高层官员将发表讲话，其中包括2024年FOMC票委、里奇蒙德联储主席巴尔金以及2024年FOMC票委、旧金山联储主席戴利；此外，美联储货币政策会议纪要将于次日北京时间凌晨2:00公布，这可能为未来的货币政策走向提供更多细节。

美股第三季度财报季即将来袭！但这次市场不会“太嗨”？

一些美国最大银行将于周五发布季度业绩，标志着第三季度财报季正式开始。华尔街预计收益将增长4.7%，这将是自去年同期以来的连续第五个季度增长，但是自2023年第四季度以来同比增速最慢的一次。鉴于股票在财报季之间涨幅高于正常水平，德意志银行首席股票策略师Binky Chadha不预期标普500指数在财报公布的前四周内出现典型的2%的上涨。

定了！周六上午十点，备受关注的财政部发布会登场

股市快涨后，新一轮增量政策有望再接力。10月9日周三午间，国务院新闻办公室发布预告称，将于2024年10月12日（星期六）上午10时举行新闻发布会，请财政部部长蓝佛安介绍“加大财政政策逆周期调节力度、推动经济高质量发展”有关情况，并答记者问。

“全球资产定价之锚”发出尖叫！美债空头正在吹响集结号？

随着素有“全球资产定价之锚”的10年期美债收益率，本周重新来到了4%关口上方，越来越多的交易员目前正开始担忧美国国债市场将会进一步回吐年内早些时候的涨幅，因为他们预计美联储在年底前或将会以更为缓慢的步伐降息。行情数据显示，各期限美债收益率在连续多日走高后，隔夜虽然有所小幅回落，但基准10年期美债收益率仍稳稳位于4%关口上方，盘中更是一度曾触及4.057%的10周新高。

高盛：地缘政治风险溢价指标略有下滑，油价本季度有望企稳

高盛周二（10月8日）的报告指出，石油市场的地缘政治风险溢价指标本周小幅回落；该行认为，在没有重大干扰的情况下，本季度油价可能会稳定在当前水平附近；不过高盛仍预计，布伦特原油价格未来将较目前水平提高每桶10至20美元。

股票交易时间延长30分钟！日本东京证券交易所宣布

日前，东京证券交易所宣布，从11月5日起，交易时间将按计划延长30分钟，以提高市场效率和竞争力。该交易所表示，将在11月3日进行一次排练，并于日本时间11月3日18:30左右在日本交易所集团网站上确认一切按计划进行。

美股盘前成交额TOP20

美股宏观事历提醒

（以下均为北京时间）

21:15 2026年FOMC票委、达拉斯联储主席洛根就经济现况发表讲话

22:30 美国截至10月4日当周EIA原油库存变动

23:00 美国10月IPSOS主要消费者情绪指数PCSI

次日00:15 2024年FOMC票委、里奇蒙德联储主席巴尔金发表讲话

次日00:30 美联储副主席杰斐逊发表讲话

次日02:00 美联储公布货币政策会议纪要

次日05:00 2025年FOMC票委、波士顿联储主席柯林斯发表讲话

次日06:00 2024年FOMC票委、旧金山联储主席戴利发表讲话

编辑/new

Hot news

Pre-market trading on Wednesday, the three major equity index futures all fell.

Growth tech stocks showed mixed movements in pre-market trading. $NVIDIA (NVDA.US)$Please use your Futubull account to access the feature.$Advanced Micro Devices (AMD.US)$Please use your Futubull account to access the feature.$Taiwan Semiconductor (TSM.US)$ Rose by about 1%, $Tesla (TSLA.US)$ Slightly declined.

China concept stocks trended down before the market, $Alibaba (BABA.US)$ pdd holdings $PDD Holdings (PDD.US)$ fell by more than 3%, $NetEase (NTES.US)$ Dropped more than 5%.

Overseas listed China ETF retracement,$Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$Pre-market trading dropped more than 6%,$Direxion Daily FTSE China Bear 3X Shares ETF (YANG.US)$Pre-market trading rose more than 8%.

Can nvidia continue to go crazy? After approaching historical highs with a "five consecutive rise", Wall Street still has a bullish sentiment!

在经历一波“五连涨”后， $NVIDIA (NVDA.US)$ 的股价在不经意间又攀升到了历史高点附近。与此同时，华尔街也看涨声一片：华尔街认为，对英伟达盈利潜力至关重要的是即将推出的Blackwell芯片，该产品预计将在截至明年1月份的财季中做出显著贡献。英伟达预计这一产品线在该季度将带来“数十亿美元”的收入，而华尔街的预测大约为4 billion美元。

AI芯片保持强劲需求！台积电Q3营收超预期大增39%

$Taiwan Semiconductor (TSM.US)$ 今日公布2024年9月营收报告。2024年9月合并营收约为新台币251.873 billion元，较上月增加0.4%，仅次于7月创下的256.953 billion元新台币最高纪录，较去年同期增加39.6%。第3季营收达759.693 billion元新台币，优于预期，季增12.8%，并创下单季新高。前三季度营收约为新台币2025.847 billion元，较去年同期增加31.9%。

Roundhill CEO：“中国龙ETF”精准布局中国九大科技巨头，对中国科技行业的未来充满信心

据媒体，Roundhill Investments首席执行官Dave Mazza表示，“中国龙ETF”专注于中国九大科技巨头（ $MEITUAN-W (03690.HK)$Please use your Futubull account to access the feature.$XIAOMI-W (01810.HK)$Please use your Futubull account to access the feature.$BYD COMPANY (01211.HK)$Please use your Futubull account to access the feature.$JD.com (JD.US)$Please use your Futubull account to access the feature.$TENCENT (00700.HK)$N/A.$PDD Holdings (PDD.US)$,$NetEase (NTES.US)$,$Alibaba (BABA.US)$,$Baidu (BIDU.US)$Attracting wide market attention with a strategy of balanced allocation, providing investors with precise investment opportunities in Chinese technology stocks.

The U.S. Department of Justice is considering proposing that Google be forced to sell part of its business.

According to the media, the U.S. Department of Justice is considering a breakup. $Alphabet-A (GOOGL.US)$ As a remedial measure in an antitrust case, Google indicated that the Justice Department's breakup proposal could harm consumers and businesses. The Justice Department is considering proposing that Google be forced to sell part of its business to alleviate the harm to the monopolized network search market. Antitrust enforcers stated in court documents that judges can also compel the company to provide access to its basic data used to build search results and AI products.

WW International surged over 43% in pre-market trading, with the company adding new product offerings.

Provider of weight loss solutions. $WW International (WW.US)$ 盘前继续大涨43%报1.566元，昨日大幅飙涨近47%。消息上，该公司已将复合司美格鲁肽添加到其减肥方案中，为符合条件的会员提供增强型临床体重管理产品。

百度计划在中国境外推出无人驾驶出租车服务

据媒体，随着自动驾驶汽车商业化竞争的白热化，中国互联网巨头 $Baidu (BIDU.US)$ 计划在中国以外地区推出机器人出租车服务萝卜快跑（Apollo Go）。百度此举正值美国特斯拉准备在本周推出其机器人出租车Robotaxi之际，其他中国企业也盯上了海外市场，希望在自动驾驶汽车的竞争中拔得头筹，消息称中国自动驾驶企业小马智行（Pony.ai）和文远知行（WeRide）也正在关注海外市场。

高盛：预期哔哩哔哩盈利增长应可持续，将于2026年前实现10至15%净利润率

高盛发表报告指，自9月26上调哔哩哔哩 $Bilibili (BILI.US)$ Investors' concerns have mainly focused on the sustainability of 'Three Kingdoms: The World Will Be Determined,' the expectations for third and fourth quarter game revenue; the company's execution and monetization capabilities in the video platform and advertising business; and the company's long-term profit level and fair valuation in a volatile market environment. Goldman Sachs pointed out that Bilibili's stock price has been volatile recently, with a 50% increase in the past two weeks, despite two recent days of decline, with the expected sustainable profit growth from the third quarter onwards as the company improves its business mix, and aiming to achieve a net income margin of 10-15% by 2026.

Nvidia's stock price hit a three-month high, with call options rising nearly threefold.

$NVIDIA (NVDA.US)$ Up another 4% overnight, accumulating a total increase of 13.58% in the past five trading days, reaching a three-month high, with a call ratio of 66.5%.

On the options chain, the most traded option is the call expiring this Friday with a strike price of $131, with a trading volume of 0.211 million contracts, and also the largest open interest of 0.1265 million contracts. Holding multiple calls expiring this Friday has yielded returns of over 2 times, with the $139 strike call expiring this Friday earning a massive 283%.

Global macro

The minutes of the Federal Reserve meeting are coming with intensive speeches by officials.

Several senior officials of the Federal Reserve will give speeches, including the 2024 FOMC voter, Richmond Fed President Barkin, and the 2024 FOMC voter, San Francisco Fed President Daly; In addition, the minutes of the Federal Reserve monetary policy meeting will be released at 2:00 am Beijing time the next day, which may provide more details on the future direction of monetary policy.

The third quarter earnings season for the US stock market is about to hit! But will the market not be "too high" this time?

Some of the largest banks in the United States will release quarterly earnings on Friday, marking the official start of the third quarter earnings season. Wall Street expects earnings to grow by 4.7%, marking the fifth consecutive quarter of growth since the same period last year, but the slowest year-on-year growth since the fourth quarter of 2023. Given that stocks have risen above normal levels between earnings seasons, Deutsche Bank's chief stock strategist Binky Chadha does not expect the S&P 500 index to show the typical 2% increase in the first four weeks before earnings are announced.

Confirmed! The highly anticipated press conference of the Ministry of Finance will take place on Saturday at 10 a.m.

After the stock market rises rapidly, a new round of incremental policies is expected to be further implemented. At noon on Wednesday, October 9, the State Council Information Office released a preview, stating that on October 12, 2024 (Saturday) at 10 a.m., a press conference will be held to introduce Minister of Finance Lian Zhisun regarding the "intensification of countercyclical adjustments in fiscal policies and promoting high-quality economic development" and to answer questions from reporters.

"Global asset pricing anchor" screams! Are US bond bears sounding the assembly call?

With the 10-year US Treasury bond yield, known as the "global asset pricing anchor," re-entering the 4% level this week, more and more traders are starting to worry that the US Treasury market will further unwind its earlier gains this year, as they expect the Fed to cut rates more slowly before the end of the year. Market data shows that after rising for several consecutive days, although overnight yields have slightly retreated, the benchmark 10-year US Treasury bond yield is still firmly above the 4% level, touching a 10-week high of 4.057% intraday.

Goldman Sachs: Geopolitical risk premium indicators have slightly declined, oil prices are expected to stabilize this quarter.

Goldman Sachs' report on Tuesday, October 8, pointed out that the geopolitical risk premium indicator in the oil market has slightly retreated this week; the bank believes that oil prices may stabilize near current levels this quarter without major disruptions; however, Goldman Sachs still expects Brent crude prices to rise $10 to $20 per barrel from current levels in the future.

Stock trading hours extended by 30 minutes! Tokyo Stock Exchange in Japan announced

Tokyo Stock Exchange recently announced that starting from November 5, trading hours will be extended by 30 minutes as planned to enhance market efficiency and competitiveness. The exchange mentioned that a rehearsal will be held on November 3, and around 6:30 PM Japan time on November 3, confirmation will be made on the Japan Exchange Group website that everything is proceeding as scheduled.

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)

At 21:15 in 2026, FOMC voter and Dallas Fed President Logan delivered a speech on the current economic situation.

By 22:30, the EIA crude oil inventory changes for the week ending October 4th in the USA.

At 23:00, the US October IPSOS Major Consumer Sentiment Index PCSI.

At 00:15 the next day in 2024, FOMC voter and Richmond Fed President Balkin delivered a speech.

At 00:30 the next day, Vice President Jefferson of the Federal Reserve spoke.

At 02:00 the next day, the Federal Reserve released the minutes of the monetary policy meeting.

At 05:00 the next day in 2025, FOMC voter and Boston Fed President Collins delivered a speech.

At 06:00 the next day in 2024, FOMC voter and San Francisco Fed President Daly delivered a speech.

Editor/new

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