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美股盘前要点 | Arm拟终止高通芯片设计许可 美国大肠杆菌疫情或与麦当劳有关

Pre-market trading highlights: Arm plans to terminate Qualcomm chip design license. The E. coli outbreak in the USA may be related to McDonald's.

Gelonghui Finance ·  Oct 23 20:35

Global HNA October 23rd | 1. US equity index futures fell across the board, with Nasdaq futures down 0.32%, S&P 500 index futures down 0.25%, and Dow futures down 0.51%. 2. European stock major indices collectively declined, with the deguodaxzhishu index falling 0.23%, the uk ftse100 index falling 0.25%, the French CAC index falling 0.61%, and the Euro Stoxx 50 index dropping 0.63%. 3. Boeing's Q3 revenue was $17.84 billion, market expectations $17.89 billion; adjusted free cash flow was negative $1.96 billion, market expectations negative $1.87 billion. 4. Starbucks preliminarily estimated Q4 net revenue for the fiscal year 2024 at $9.1 billion, a 3% year-on-year decrease, while analysts expected $9.36 billion; they have temporarily postponed the release of performance guidance for the fiscal year 2025. 5. AT&T's Q3 revenue was $30.2 billion, market expectations $30.45 billion; adjusted EPS was $0.60, market expectations $0.57. 6. Coca-Cola's Q3 revenue was $11.95 billion, analyst expectations $11.6 billion; adjusted EPS was $0.77, analyst expectations $0.74. 7. Baker Hughes' Q3 revenue was $6.91 billion, a 4% year-on-year growth, analyst expectations $7.21 billion; adjusted EPS was $0.67, analyst expectations $0.61. 8. Texas Instruments' Q3 revenue was $4.15 billion, an 8.4% year-on-year decrease, analyst expectations $4.12 billion; EPS was $1.47, market expectations $1.37. 9. New Oriental's Q1 net revenue for the fiscal year 2025 was $1.44 billion, a 30.5% year-on-year growth; adjusted ADS earnings were $1.60, a 41.3% year-on-year growth. 10. Cook responds to when Apple Intelligence will enter China: There are very specific regulatory processes, and we are actively pushing forward. 11. Huang Renxun: Nvidia has applied AI to chip design, software development, and supply chain management. 12. ARM has issued Qualcomm a 60-day notice, planning to cancel its architecture license agreement. 13. Qualcomm is collaborating with Google to develop an Android automotive operating system that runs smoothly on Qualcomm chips. 14. The US Department of Commerce has initiated a review of changes and is considering partially revoking anti-dumping and countervailing duties on Chinese crystalline silicon photovoltaic batteries. 15. China has started a pilot program to open up value-added telecommunications services to foreign countries, with companies like Tesla, Unity, and 10 other foreign businesses included in the first batch. 16. The US Centers for Disease Control and Prevention stated that a recent E. coli outbreak is related to a McDonald's burger. 17. Goldman Sachs may face fines of tens of millions of dollars from the US Consumer Financial Protection Bureau (CFPB) due to credit card operational issues. 18. HSBC Holdings warns that as the bank embarks on a large-scale reorganization, it may cut senior management positions. 19. BlackRock amended its filing, increasing its PDD Holdings shareholding in the third quarter to 33 million shares, instead of the previously disclosed approximately 0.132 billion shares. 20. Reports suggest that the US budget airline Frontier Airlines is considering re-bidding for Spirit Airlines. 21. Trump's net worth has risen to $6.5 billion, reclaiming a spot on the global top 500 rich list.

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