<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>早餐新闻：危机，什么危机？</h2>
<p>###2025 年 3 月 10 日</p>
<table>
<thead>
<tr>
<th>周五市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,770  (+0.55%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>18,196 (+0.7%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>42,802 (+0.52%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$86,920 (-2.84%)</td>
</tr>
</tbody>
</table>
<p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67cec29ebf8ab20067853af4/original.png/query-MTc0MTYwMzQ4NQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67cec29ebf8ab20067853af4/original.png/query-MTc0MTYwMzQ4NQ"/></p>
<p>来源：JesterAI 创建的图像。</p>
<h2>1. 买入抄底？</h2>
<p>股票期货在周末下跌，此前标准普尔 500 指数上周下跌了 3.1%，是自九月份以来的最大跌幅。纳斯达克下跌了 3.5%，在周四跌入修正区间，较 12 月份的高点下跌超过 10%，周五稍微回升。</p>
<ul>
<li><strong>失业率达到 4.1%：</strong> 周五的就业报告加剧了经济担忧，显示 2 月份失业率从 4% 上升。经济在本月新增了 151,000 个非农就业岗位，低于预期的 160,000 个。而 1 月份的增幅从 143,000 修正为 125,000。</li>
<li><strong>“混乱创造机会”：</strong> Wedbush 的 Dan Ives 认为科技牛市并未结束。自 2010 年以来，我们经历了 11 次纳斯达克修正，其中 10 次在接下来的 12 个月内平均上涨 21%。</li>
</ul>
<h2>2. 逆势而行</h2>
<p><strong>苹果</strong>(AAPL 1.59%) 的股票避免了更广泛的纳斯达克抛售，在过去一个月上涨了 5%。过去一周发生了许多事件，包括关于延迟和新产品的讨论。</p>
<ul>
<li><strong>“空气中有些东西”：</strong> 首席执行官蒂姆·库克发布了一条预告，暗示将在 “本周” 推出新产品。他没有详细说明可能是什么，但猜测表明将推出使用公司最新 M4 芯片的新款 MacBook Air。</li>
<li><strong>“这将比我们想象的花费更长时间”：</strong> 发言人 Jacqueline Roy 确认了 Siri 下一个版本的延迟，这是苹果在人工智能领域的先行者，预计将包括基于人工智能的个性化功能。</li>
</ul>
<h2>3. 热门股票财报</h2>
<p><strong>Asana</strong>(ASAN 2.64%) 将在今天收盘后发布第四季度财报。这家项目管理软件公司在第三季度的收入超出预期，非 GAAP 每股亏损好于预期。管理层预计第四季度将进一步增长，全年收入在 7.23 亿到 7.25 亿美元之间。关注人工智能扩展的消息。</p>
<ul>
<li><strong>五年上涨 47%：</strong> <strong>Adobe</strong>(ADBE 1.04%) 将在周三发布财报，此前其第四季度的收入和盈利超出预期。2025 财年第一季度的收入指引为 56.3 亿到 56.8 亿美元，低于华尔街的共识。我们应该关注管理层在面对基于人工智能的竞争时的增长计划。</li>
<li><strong>预计 7% 的收入增长：</strong> <strong>Docusign</strong>(DOCU 0.07%) 将在周四发布第四季度更新。人工智能的进展帮助公司超出了自己对第三季度收入和盈利的指引，管理层宣传与包括 <strong>微软</strong>(MSFT -0.90%) 在内的顶级科技巨头的整合。预计季度账单在指引中值为 8.75 亿美元。</li>
</ul>
<h2>4. 本周其他值得关注的报告</h2>
<p><strong>Vail Resorts</strong>(MTN 0.20%) 将在今天市场收盘后发布第二季度财报。第一季度的收入超出预期，报告的每股亏损低于预期。关注关于预测 EBITDA 的评论，之前的预测在 8.38 亿到 8.94 亿美元之间。</p>
<ul>
<li><strong>自 2024 年 IPO 以来上涨 67%：</strong> 旅游公司 <strong>Viking Holdings</strong>(VIK -3.20%) 将在周二上午发布第四季度财报，此前其第三季度的收入同比增长 11.4%。2025 赛季的运营能力上升了 12%。</li>
<li><strong>打破零售低迷：</strong> <strong>Dick's Sporting Goods</strong>(DKS -0.20%) 的第四季度更新也将在周二市场开盘前发布。关注关于全年可比销售增长指引的更新，之前的指引在 3.6% 到 4.2% 之间。</li>
</ul>
<h2>5. 接下来：关注通胀</h2>
<p>2 月份消费者价格指数 (CPI) 的数据显示将在周三发布，预计将从 1 月份的 3% 降至 2.9%。核心 CPI（不包括波动较大的食品和能源）预计将保持在 3%。生产者价格指数 (PPI) 的数据显示将在周四发布，1 月份同比为 3.5%，核心 PPI 为 3.4%。</p>
<ul>
<li><strong>“我不喜欢预测这样的事情”：</strong> 特朗普总统在周日接受福克斯新闻采访时未排除经济衰退的可能性，并补充说 “你可能会遇到”，当被问及关税是否会推高通胀时。</li>
<li><strong>“我们不需要急于行动，并且已经做好了等待更清晰局势的准备”：</strong> 美联储的下一个利率决定将在 3 月 19 日，尽管主席杰罗姆·鲍威尔在周五表示，更多的降息可能不会很快到来，打压了就业报告后的预期。</li>
</ul>
<h2>6. 愚蠢的乐趣</h2>
<p>如果你可以回到过去，给年轻的自己一个投资建议，那会是什么，为什么？与朋友和家人讨论，或者成为会员，听听其他 Fools 的看法。</p>

ASAN

苹果

<p>最新市场更新显示，标准普尔 500 指数为 5770 点（+0.55%），纳斯达克指数为 18196 点（+0.7%），道琼斯指数为 42802 点（+0.52%）。失业率上升至 4.1%，就业增长低于预期。苹果股票因产品猜测上涨 5%，而 Asana、Adobe 和 Docusign 即将公布财报。即将发布的消费者物价指数（CPI）数据预计将降至 2.9%。特朗普总统暗示潜在的经济衰退风险，联邦储备委员会的下次利率决定将在 3 月 19 日进行</p>

<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png" alt="" original-src="https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>Breakfast News: Crisis, What Crisis?</h2>
<div class="lb-trans"><h2>早餐新闻：危机，什么危机？</h2>
</div><h3>March 10, 2025</h3>
<div class="lb-trans"><p>###2025 年 3 月 10 日</p>
</div><table>
<thead>
<tr>
<th>Friday's Markets</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>S&amp;P 500</strong><br/>5,770  (+0.55%)</td>
</tr>
<tr>
<td><strong>Nasdaq</strong><br/>18,196 (+0.7%)</td>
</tr>
<tr>
<td><strong>Dow</strong><br/>42,802 (+0.52%)</td>
</tr>
<tr>
<td><strong>Bitcoin</strong><br/>$86,920 (-2.84%)</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>周五市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500</strong><br/>5,770  (+0.55%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>18,196 (+0.7%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>42,802 (+0.52%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$86,920 (-2.84%)</td>
</tr>
</tbody>
</table>
</div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/67cec29ebf8ab20067853af4/original.png/query-MTc0MTYwMzQ4NQ" alt="" original-src="https://braze-images.com/appboy/communication/assets/image_assets/images/67cec29ebf8ab20067853af4/original.png?1741603485"/></p>
<p>Source: Image created by JesterAI.</p>
<div class="lb-trans"><p>来源：JesterAI 创建的图像。</p>
</div><h2>1. Buy The Dip?</h2>
<div class="lb-trans"><h2>1. 买入抄底？</h2>
</div><p>Stock futures fell over the weekend after the S&amp;P 500 dropped 3.1% last week, its worst since September. The Nasdaq lost 3.5% having dipped into correction territory Thursday, down more than 10% from December's peak, before picking up a little on Friday.</p>
<div class="lb-trans"><p>股票期货在周末下跌，此前标准普尔 500 指数上周下跌了 3.1%，是自九月份以来的最大跌幅。纳斯达克下跌了 3.5%，在周四跌入修正区间，较 12 月份的高点下跌超过 10%，周五稍微回升。</p>
</div><ul>
<li><strong>Unemployment reaches 4.1%:</strong> Friday's jobs report fueled economic fears, showing February unemployment up from 4%. The economy added 151,000 nonfarm-payroll jobs in the month, less than the expected 160,000. And January's gains were revised down from 143,000 to 125,000.</li>
<li><strong>&#34;Chaos creates opportunities&#34;:</strong> Dan Ives at Wedbush doesn't think the tech bull market is over. We've had 11 Nasdaq corrections since 2010, and 10 of those were followed by an average gain in the next 12 months of 21%.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>失业率达到 4.1%：</strong> 周五的就业报告加剧了经济担忧，显示 2 月份失业率从 4% 上升。经济在本月新增了 151,000 个非农就业岗位，低于预期的 160,000 个。而 1 月份的增幅从 143,000 修正为 125,000。</li>
<li><strong>“混乱创造机会”：</strong> Wedbush 的 Dan Ives 认为科技牛市并未结束。自 2010 年以来，我们经历了 11 次纳斯达克修正，其中 10 次在接下来的 12 个月内平均上涨 21%。</li>
</ul>
</div><h2>2. Bucking the Trend</h2>
<div class="lb-trans"><h2>2. 逆势而行</h2>
</div><p><strong>Apple</strong>(AAPL 1.59%) stock avoided the wider Nasdaq sell-off, gaining 5% in the past month. The past week was an eventful one, including talk of delays and new products.</p>
<div class="lb-trans"><p><strong>苹果</strong>(AAPL 1.59%) 的股票避免了更广泛的纳斯达克抛售，在过去一个月上涨了 5%。过去一周发生了许多事件，包括关于延迟和新产品的讨论。</p>
</div><ul>
<li><strong>&#34;There's something in the air&#34;:</strong> CEO Tim Cook posted a teaser hinting at a new product launch &#34;this week.&#34; He didn't expand on what it might be, but speculation suggests new MacBook Air models using the company's latest M4 chip.</li>
<li><strong>&#34;It's going to take us longer than we thought&#34;:</strong> Spokesperson Jacqueline Roy confirmed a delay for the next release of Siri, at the forefront of Apple's AI first-mover drive, which should include AI-powered personalization.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“空气中有些东西”：</strong> 首席执行官蒂姆·库克发布了一条预告，暗示将在 “本周” 推出新产品。他没有详细说明可能是什么，但猜测表明将推出使用公司最新 M4 芯片的新款 MacBook Air。</li>
<li><strong>“这将比我们想象的花费更长时间”：</strong> 发言人 Jacqueline Roy 确认了 Siri 下一个版本的延迟，这是苹果在人工智能领域的先行者，预计将包括基于人工智能的个性化功能。</li>
</ul>
</div><h2>3. Popular Stock Earnings</h2>
<div class="lb-trans"><h2>3. 热门股票财报</h2>
</div><p><strong>Asana</strong>(ASAN 2.64%) posts fourth-quarter earnings after today's closing bell. The project management software company beat Q3 revenue estimates with non-GAAP loss per share better than expected. Management projects further growth in Q4 with $723 million to $725 million full-year revenue. Watch for AI expansion news.</p>
<div class="lb-trans"><p><strong>Asana</strong>(ASAN 2.64%) 将在今天收盘后发布第四季度财报。这家项目管理软件公司在第三季度的收入超出预期，非 GAAP 每股亏损好于预期。管理层预计第四季度将进一步增长，全年收入在 7.23 亿到 7.25 亿美元之间。关注人工智能扩展的消息。</p>
</div><ul>
<li><strong>Up 47% in five years:</strong> <strong>Adobe</strong>(ADBE 1.04%) reports Wednesday after beating Q4 revenue and earnings estimates. Revenue guidance for the 2025 fiscal first quarter, of $5.63 billion to $5.68 billion, fell short of Wall Street's consensus. We should look for management's growth plans in the face of AI-based competition.</li>
<li><strong>7% revenue growth forecast:</strong> <strong>Docusign</strong>(DOCU 0.07%) posts a Q4 update Thursday. AI progress helped the company beat its own Q3 guidance on revenue and earnings, as management touted integrations with top tech giants including <strong>Microsoft</strong>(MSFT -0.90%). Expect quarterly billings of $875 million at the midpoint of guidance.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>五年上涨 47%：</strong> <strong>Adobe</strong>(ADBE 1.04%) 将在周三发布财报，此前其第四季度的收入和盈利超出预期。2025 财年第一季度的收入指引为 56.3 亿到 56.8 亿美元，低于华尔街的共识。我们应该关注管理层在面对基于人工智能的竞争时的增长计划。</li>
<li><strong>预计 7% 的收入增长：</strong> <strong>Docusign</strong>(DOCU 0.07%) 将在周四发布第四季度更新。人工智能的进展帮助公司超出了自己对第三季度收入和盈利的指引，管理层宣传与包括 <strong>微软</strong>(MSFT -0.90%) 在内的顶级科技巨头的整合。预计季度账单在指引中值为 8.75 亿美元。</li>
</ul>
</div><h2>4. Other Reports to Watch This Week</h2>
<div class="lb-trans"><h2>4. 本周其他值得关注的报告</h2>
</div><p><strong>Vail Resorts</strong>(MTN 0.20%) will report Q2 after market close today. Q1 revenue beat estimates, and the reported loss per share was less than feared. Look for commentary on forecast EBITDA, previously put at between $838 million and $894 million.</p>
<div class="lb-trans"><p><strong>Vail Resorts</strong>(MTN 0.20%) 将在今天市场收盘后发布第二季度财报。第一季度的收入超出预期，报告的每股亏损低于预期。关注关于预测 EBITDA 的评论，之前的预测在 8.38 亿到 8.94 亿美元之间。</p>
</div><ul>
<li><strong>A 67% gain since 2024 IPO:</strong> Travel company <strong>Viking Holdings</strong>(VIK -3.20%) reports Q4 Tuesday morning, after seeing an 11.4% year-over-year revenue rise in Q3. Operating capacity for the 2025 season is up 12%.</li>
<li><strong>Beating the retail blues:</strong> A Q4 update from <strong>Dick's Sporting Goods</strong>(DKS -0.20%) is also due before Tuesday's market open. Look for updates on full-year comparable sales growth guidance, previously put at between 3.6% and 4.2%.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>自 2024 年 IPO 以来上涨 67%：</strong> 旅游公司 <strong>Viking Holdings</strong>(VIK -3.20%) 将在周二上午发布第四季度财报，此前其第三季度的收入同比增长 11.4%。2025 赛季的运营能力上升了 12%。</li>
<li><strong>打破零售低迷：</strong> <strong>Dick's Sporting Goods</strong>(DKS -0.20%) 的第四季度更新也将在周二市场开盘前发布。关注关于全年可比销售增长指引的更新，之前的指引在 3.6% 到 4.2% 之间。</li>
</ul>
</div><h2>5. Next Up: Inflation in Focus</h2>
<div class="lb-trans"><h2>5. 接下来：关注通胀</h2>
</div><p>The February consumer price index (CPI) print is due Wednesday and is expected to drop to 2.9% year over year from January's 3%. Core CPI, excluding volatile food and energy, is predicted to stay at 3%. Producer price index (PPI) figures follow Thursday, after January showed 3.5% year over year with core PPI at 3.4%.</p>
<div class="lb-trans"><p>2 月份消费者价格指数 (CPI) 的数据显示将在周三发布，预计将从 1 月份的 3% 降至 2.9%。核心 CPI（不包括波动较大的食品和能源）预计将保持在 3%。生产者价格指数 (PPI) 的数据显示将在周四发布，1 月份同比为 3.5%，核心 PPI 为 3.4%。</p>
</div><ul>
<li><strong>&#34;I hate to predict things like that&#34;:</strong> President Trump declined to rule out the possibility of recession in an interview at Fox News on Sunday, adding &#34;you may get it,&#34; when asked if tariffs could raise inflation.</li>
<li><strong>&#34;We do not need to be in a hurry and are well-positioned to wait for greater clarity&#34;:</strong> The Federal Reserve's next rate decision is on March 19, though Chair Jerome Powell said Friday that more cuts are probably not coming soon, pushing back on post-jobs report expectations.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“我不喜欢预测这样的事情”：</strong> 特朗普总统在周日接受福克斯新闻采访时未排除经济衰退的可能性，并补充说 “你可能会遇到”，当被问及关税是否会推高通胀时。</li>
<li><strong>“我们不需要急于行动，并且已经做好了等待更清晰局势的准备”：</strong> 美联储的下一个利率决定将在 3 月 19 日，尽管主席杰罗姆·鲍威尔在周五表示，更多的降息可能不会很快到来，打压了就业报告后的预期。</li>
</ul>
</div><h2>6. Foolish Fun</h2>
<div class="lb-trans"><h2>6. 愚蠢的乐趣</h2>
</div><p>If you could go back and give your younger self one piece of investing advice, what would it be and why? Discuss with friends and family, or become a member to hear what your fellow Fools are saying.</p>
<div class="lb-trans"><p>如果你可以回到过去，给年轻的自己一个投资建议，那会是什么，为什么？与朋友和家人讨论，或者成为会员，听听其他 Fools 的看法。</p>
</div>

Breakfast News: Crisis, What Crisis?

- 标普 500 上周下跌 3.1%，纳斯达克跌入修正区间。
- 失业率上升至 4.1%，经济增长低于预期。
- 苹果股价上涨 5%，新产品发布在即。

早餐新闻：危机，哪来的危机？