—— US Services Growth Accelerates in October to Fastest Pace in Eight Months; US Companies Add 42,000 Jobs in October; Wall Street Bonuses Set to Rise Again; Zohran Mamdani Wins NYC Mayoral Race; US Supreme Court Signals Doubt Over Trump’s Global Tariffs; Dezer Development Secures $630 Million Loan for Bentley-Branded Tower in Florida 1. US …
Tag Archives: Market Beats
Market Beats | Global Stocks Slip as Wall Street Warns on Valuations; Pfizer and Novo Nordisk Escalate Bidding War for Obesity Startup Metsera; First Brands Founder Accused of Diverting $700 Million for Personal Use; Stellantis Recalls Over 320,000 Jeep Plug-In Hybrids; Ethereum’s Corporate Buying Experiment Unravels; IBM to Cut Thousands of Jobs This Quarter; Apple to Launch Budget Mac Laptop
—— Global Stocks Slip as Wall Street Warns on Valuations; Pfizer and Novo Nordisk Escalate Bidding War for Obesity Startup Metsera; First Brands Founder Accused of Diverting $700 Million for Personal Use; Stellantis Recalls Over 320,000 Jeep Plug-In Hybrids; Ethereum’s Corporate Buying Experiment Unravels; IBM to Cut Thousands of Jobs This Quarter; Apple to Launch …
Market Beats | Amazon Signs $38 Billion AI Cloud Deal With OpenAI; US Factory Activity Contracts for Eighth Straight Month in October; US Corporate Layoffs Mount, Hinting at Cooling Labor Market; Alphabet to Sell $22 Billion in Bonds to Fund AI and Cloud Expansion; Microsoft Strikes $9.7 Billion AI Capacity Deal With Australia’s IREN; Ares Earnings Surge 122% as Private Equity Secondaries Boom; Palantir Boosts Revenue Outlook to $4.4 Billion
—— Amazon Signs $38 Billion AI Cloud Deal With OpenAI; US Factory Activity Contracts for Eighth Straight Month in October; US Corporate Layoffs Mount, Hinting at Cooling Labor Market; Alphabet to Sell $22 Billion in Bonds to Fund AI and Cloud Expansion; Microsoft Strikes $9.7 Billion AI Capacity Deal With Australia’s IREN; Ares Earnings Surge …
Market Beats |First Brands Lenders Accuse Company of ‘Widespread Fraud’; JPMorgan Leads $90 Million Funding Round for Texas Stock Exchange; Amazon’s Cloud Growth Reassures Investors on AI Spending; KPMG to Include AI Use in Employee Performance Reviews; BYD Faces a Reality Check After Global Expansion; Intel in Talks to Acquire AI Chip Startup SambaNova
—— First Brands Lenders Accuse Company of ‘Widespread Fraud’; JPMorgan Leads $90 Million Funding Round for Texas Stock Exchange; Amazon’s Cloud Growth Reassures Investors on AI Spending; KPMG to Include AI Use in Employee Performance Reviews; BYD Faces a Reality Check After Global Expansion; Intel in Talks to Acquire AI Chip Startup SambaNova 1. First …
每日微报 | 中美领导人顺利完成会谈；美国房贷利率连续第四周下滑；Meta拟发行250亿美元债券；YouTube将用AI提升视频画质；Chipotle三度下调业绩预期；比特币跌向区间低位；CoreWeave 90亿并购案告吹
—— 中美领导人顺利完成会谈；美国房贷利率连续第四周下滑；Meta拟发行250亿美元债券；YouTube将用AI提升视频画质；Chipotle三度下调业绩预期；比特币跌向区间低位；CoreWeave 90亿并购案告吹 1. 中美领导人顺利完成会谈 今天，美国总统特朗普在与中国国家主席习近平会晤后满面笑容，称这次会谈“非常出色”。 根据协议，特朗普决定下调芬太尼关税，并延长现有的互征关税停火安排，使许多商品的关税水平维持在约47%，足以让中国庞大的制造业仍具竞争力。同时，美国同意暂停扩大对被列入黑名单的中国企业的出口限制，这表明习近平推动的稀土出口管控可能成为限制美方新一轮出口管制的关键筹码——这一目标是中国多年来的诉求。 特朗普方面则取得了一系列政治与经济上的让步成果，包括恢复美国对中国大豆出口及稀土供应流通，从而缓解关键行业和选区的压力。此外，字节跳动旗下TikTok美国业务的出售协议，为特朗普在年轻选民中提供了一个政治亮点，可宣称“保住了TikTok”。 不过，此次停火并未触及特朗普长期强调的贸易结构性改革，也未能解决中美间长期存在的失衡问题。 对于市场而言，这项协议更多像是对长期竞争的暂时喘息，而非永久解决方案 ______ 2. 美国房贷利率连续第四周下滑 房利美（Freddie Mac）数据显示，30年期固定抵押贷款平均利率降至6.17%，较上周的6.19%略有下降，创下自2024年10月初以来的最低水平。 此次利率下行紧随美联储周三宣布的四分之一百分点降息决定。尽管降息符合市场预期，但主席杰罗姆·鲍威尔（Jerome Powell）同时警告投资者，今年内不应预期会有进一步的降息行动。 通常而言，借贷成本下降叠加股市上涨应会提振购房需求，经济学家此前也预计上月二手房签约销售将小幅上升。然而事实相反，尽管市场库存增加，销售仍持平。分析认为，关税政策、就业安全感下降及政府持续关门的多重不确定性抑制了买家的行动。 “除非经济活动明显放缓，否则利率不太可能进一步下行，”Realtor.com首席经济学家丹妮尔·黑尔（Danielle Hale）表示，并指出市场已基本消化此次降息影响。 Bright MLS经济学家丽莎·斯特尔特凡特（Lisa Sturtevant）补充道：“经济忧虑也可能导致年底前利率重新上升。对于那些财务状况稳定的潜在购房者而言，现在可能是利用低利率与更多房源的理想时机。” ______ 3. Meta拟发行250亿美元债券 今天，Meta Platforms Inc.宣布发行至少250亿美元投资级债券，紧随首席执行官马克·扎克伯格（Mark Zuckerberg）前一日宣布“将在人工智能领域更加激进投入”的表态之后。 这笔发行预计将成为2025年美国企业债市场规模最大的交易之一。消息人士称，此前为Meta在路易斯安那州建设数据中心提供资金的合资企业已私下出售约270亿美元债券，其中大部分最初由太平洋投资管理公司（PIMCO）购入。 摩根士丹利预计，从现在到2028年底，被称为“超大规模云计算商”（hyperscalers）的科技巨头将在数据中心领域投入约3万亿美元资本支出，其中约一半将通过企业自身现金流融资，另一半则依赖信贷市场。摩根士丹利全球企业信贷研究主管安德鲁·希茨（Andrew Sheets）表示，AI相关资本支出的高峰仍在前方。 “这股AI投资浪潮才刚刚开始，”希茨在接受彭博采访时说。“这一主题将持续相当长时间。” 随着美联储降息、借贷成本下行，科技企业正抓住时机，以较低成本为庞大的AI和数据中心投资筹资。Meta正在将人工智能服务深度整合进旗下核心平台，包括Facebook与Instagram。公司周三表示，2025年资本支出预计高达720亿美元，且2026年的支出增速将显著快于今年。、 尽管市场普遍看好其长期AI布局，Meta股价周四仍一度下跌14%，反映投资者对巨额开支与利润压力的担忧 ______ 4. YouTube将用AI提升视频画质 Google旗下的YouTube宣布，将利用人工智能技术提升平台上大量低分辨率视频的清晰度，使其在电视、网页及移动端播放时画质更出色。 YouTube产品高级总监Kurt Wilms在周三的博文中表示，该功能名为“超分辨率（upscaling）”，将首先应用于原始上传分辨率低于1080p的视频。未来，平台还计划支持更高的4K画质“超分辨率”升级。Google发言人确认，此功能也将覆盖YouTube网页端与移动端。 虽然部分创作者可能不希望平台自动调整其视频内容，但Wilms强调，YouTube会始终保留原始文件不变，并允许创作者完全选择退出“超分辨率”功能。他补充说，系统会为经过AI增强的视频添加明确标签，观众可轻松辨别视频是否经过AI处理。 Wilms指出，该功能的推出将显著改善大屏电视上的观看体验，因为电视已成为YouTube增长最快的观看设备类型。同时，这项技术也会让在大型智能手机和折叠屏设备上的视频更清晰。 目前许多头部创作者已多年以4K分辨率上传视频，但平台上仍有大量早期内容仅为标准清晰度（480p）或更低。AI超分辨率将帮助这些旧视频在现代设备上焕发新生。 此外，YouTube还将视频缩略图允许的最大文件大小从2MB扩大至50MB，以便在电视等大屏幕上显示更精细的图像。 Wilms还透露，公司正在与部分创作者测试更大文件的视频上传，以实现更高的画质，从而在与Netflix等流媒体服务的竞争中提升用户体验 ______ 5. Chipotle三度下调业绩预期 Chipotle Mexican Grill Inc.今天股价暴跌，此前该连锁餐厅今年第三次下调全年业绩预期，反映出消费者外出就餐支出显著放缓的压力。 这家墨西哥卷饼快餐品牌预计，2025全年销售额将同比下降低个位数，早前公司预期业绩将与去年持平。尽管第三季度同店销售额略有增长，但仍未达到华尔街预期。 …
Market Beats | Trump, Xi Strike One-Year Truce That Calms Tensions; US Mortgage Rates Fall for Fourth Week; Meta to Sell at Least $25 Billion in Bonds; YouTube to Use AI to Upscale Low-Resolution Videos; Chipotle Cuts Outlook Again as Consumer Spending Weakens; Bitcoin Slumps Toward Range Lows; Core Scientific Shareholders Reject $9 Billion CoreWeave Merger
—— Trump, Xi Strike One-Year Truce That Calms Tensions; US Mortgage Rates Fall for Fourth Week; Meta to Sell at Least $25 Billion in Bonds; YouTube to Use AI to Upscale Low-Resolution Videos; Chipotle Cuts Outlook Again as Consumer Spending Weakens; Bitcoin Slumps Toward Range Lows; Core Scientific Shareholders Reject $9 Billion CoreWeave Merger 1. …
Market Beats | US, South Korea Finalize Trade Deal; Nvidia Nears $5 Trillion Valuation; Kraft Heinz Cuts Sales Outlook Amid Weak US Consumer Spending; Fiserv Shares Plunge Record 46% After Earnings Cut; US Pending Home Sales Stall in September; Federal Reserve to End Balance Sheet Reduction in December; Alphabet Reports Quarterly Sales Above Estimates
—— US, South Korea Finalize Trade Deal; Nvidia Nears $5 Trillion Valuation; Kraft Heinz Cuts Sales Outlook Amid Weak US Consumer Spending; Fiserv Shares Plunge Record 46% After Earnings Cut; US Pending Home Sales Stall in September; Federal Reserve to End Balance Sheet Reduction in December; Alphabet Reports Quarterly Sales Above Estimates 1. US, South …
Market Beats | UPS Surges After Profit Tops Estimates; U.S. Home Prices See Smallest Gain in Over Two Years; Microsoft Secures 27% Stake in OpenAI; Apple Hits $4 Trillion Market Value; Nvidia Launches NVQLink to Connect Quantum Computers With AI Chips; US Consumer Confidence Falls for Third Month in October; Uber to Deploy 100,000 Nvidia-Powered Autonomous Vehicles
—— UPS Surges After Profit Tops Estimates; U.S. Home Prices See Smallest Gain in Over Two Years; Microsoft Secures 27% Stake in OpenAI; Apple Hits $4 Trillion Market Value; Nvidia Launches NVQLink to Connect Quantum Computers With AI Chips; US Consumer Confidence Falls for Third Month in October; Uber to Deploy 100,000 Nvidia-Powered Autonomous Vehicles …
Market Beats | Qualcomm Enters AI Data Center Market With New Chips; Gold Drops Below $4,000; Amazon to Cut 30,000 Corporate Jobs; Nvidia and Deutsche Telekom to Build €1 Billion AI Data Center in Germany; Wall Street Grows Wary of Mounting Risks; S&P Assigns Junk Rating to Strategy Inc.; Nearly All Wall Street Analysts Rate Microsoft a Buy
—— Qualcomm Enters AI Data Center Market With New Chips; Gold Drops Below $4,000; Amazon to Cut 30,000 Corporate Jobs; Nvidia and Deutsche Telekom to Build €1 Billion AI Data Center in Germany; Wall Street Grows Wary of Mounting Risks; S&P Assigns Junk Rating to Strategy Inc.; Nearly All Wall Street Analysts Rate Microsoft a …
Market Beats | JPMorgan to Let Institutional Clients Use Bitcoin and Ether as Loan Collateral; September Inflation Data Comes In Softer; Pentagon Says It Received Anonymous $130 Million Donation; Tesla Faces Declining Deliveries and Mounting Challenges Despite Lofty Valuation; Porsche Posts First Quarterly Loss Since Listing; Princeton Endowment Gains 11%
—— JPMorgan to Let Institutional Clients Use Bitcoin and Ether as Loan Collateral; September Inflation Data Comes In Softer; Pentagon Says It Received Anonymous $130 Million Donation; Tesla Faces Declining Deliveries and Mounting Challenges Despite Lofty Valuation; Porsche Posts First Quarterly Loss Since Listing; Princeton Endowment Gains 11% 1. JPMorgan to Let Institutional Clients Use …