<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>早餐新聞：危機，什麼危機？</h2>
<p>###2025 年 3 月 10 日</p>
<table>
<thead>
<tr>
<th>週五市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500</strong><br/>5,770  (+0.55%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>18,196 (+0.7%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>42,802 (+0.52%)</td>
</tr>
<tr>
<td><strong>比特幣</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>來源：JesterAI 創建的圖像。</p>
<h2>1. 買入抄底？</h2>
<p>股票期貨在週末下跌，此前標準普爾 500 指數上週下跌了 3.1%，是自九月份以來的最大跌幅。納斯達克下跌了 3.5%，在週四跌入修正區間，較 12 月份的高點下跌超過 10%，週五稍微回升。</p>
<ul>
<li><strong>失業率達到 4.1%：</strong> 週五的就業報告加劇了經濟擔憂，顯示 2 月份失業率從 4% 上升。經濟在本月新增了 151,000 個非農就業崗位，低於預期的 160,000 個。而 1 月份的增幅從 143,000 修正為 125,000。</li>
<li><strong>“混亂創造機會”：</strong> Wedbush 的 Dan Ives 認為科技牛市並未結束。自 2010 年以來，我們經歷了 11 次納斯達克修正，其中 10 次在接下來的 12 個月內平均上漲 21%。</li>
</ul>
<h2>2. 逆勢而行</h2>
<p><strong>蘋果</strong>(AAPL 1.59%) 的股票避免了更廣泛的納斯達克拋售，在過去一個月上漲了 5%。過去一週發生了許多事件，包括關於延遲和新產品的討論。</p>
<ul>
<li><strong>“空氣中有些東西”：</strong> 首席執行官蒂姆·庫克發佈了一條預告，暗示將在 “本週” 推出新產品。他沒有詳細説明可能是什麼，但猜測表明將推出使用公司最新 M4 芯片的新款 MacBook Air。</li>
<li><strong>“這將比我們想象的花費更長時間”：</strong> 發言人 Jacqueline Roy 確認了 Siri 下一個版本的延遲，這是蘋果在人工智能領域的先行者，預計將包括基於人工智能的個性化功能。</li>
</ul>
<h2>3. 熱門股票財報</h2>
<p><strong>Asana</strong>(ASAN 2.64%) 將在今天收盤後發佈第四季度財報。這家項目管理軟件公司在第三季度的收入超出預期，非 GAAP 每股虧損好於預期。管理層預計第四季度將進一步增長，全年收入在 7.23 億到 7.25 億美元之間。關注人工智能擴展的消息。</p>
<ul>
<li><strong>五年上漲 47%：</strong> <strong>Adobe</strong>(ADBE 1.04%) 將在週三發佈財報，此前其第四季度的收入和盈利超出預期。2025 財年第一季度的收入指引為 56.3 億到 56.8 億美元，低於華爾街的共識。我們應該關注管理層在面對基於人工智能的競爭時的增長計劃。</li>
<li><strong>預計 7% 的收入增長：</strong> <strong>Docusign</strong>(DOCU 0.07%) 將在週四發佈第四季度更新。人工智能的進展幫助公司超出了自己對第三季度收入和盈利的指引，管理層宣傳與包括 <strong>微軟</strong>(MSFT -0.90%) 在內的頂級科技巨頭的整合。預計季度賬單在指引中值為 8.75 億美元。</li>
</ul>
<h2>4. 本週其他值得關注的報告</h2>
<p><strong>Vail Resorts</strong>(MTN 0.20%) 將在今天市場收盤後發佈第二季度財報。第一季度的收入超出預期，報告的每股虧損低於預期。關注關於預測 EBITDA 的評論，之前的預測在 8.38 億到 8.94 億美元之間。</p>
<ul>
<li><strong>自 2024 年 IPO 以來上漲 67%：</strong> 旅遊公司 <strong>Viking Holdings</strong>(VIK -3.20%) 將在週二上午發佈第四季度財報，此前其第三季度的收入同比增長 11.4%。2025 賽季的運營能力上升了 12%。</li>
<li><strong>打破零售低迷：</strong> <strong>Dick's Sporting Goods</strong>(DKS -0.20%) 的第四季度更新也將在週二市場開盤前發佈。關注關於全年可比銷售增長指引的更新，之前的指引在 3.6% 到 4.2% 之間。</li>
</ul>
<h2>5. 接下來：關注通脹</h2>
<p>2 月份消費者價格指數 (CPI) 的數據顯示將在週三發佈，預計將從 1 月份的 3% 降至 2.9%。核心 CPI（不包括波動較大的食品和能源）預計將保持在 3%。生產者價格指數 (PPI) 的數據顯示將在週四發佈，1 月份同比為 3.5%，核心 PPI 為 3.4%。</p>
<ul>
<li><strong>“我不喜歡預測這樣的事情”：</strong> 特朗普總統在週日接受福克斯新聞採訪時未排除經濟衰退的可能性，並補充説 “你可能會遇到”，當被問及關税是否會推高通脹時。</li>
<li><strong>“我們不需要急於行動，並且已經做好了等待更清晰局勢的準備”：</strong> 美聯儲的下一個利率決定將在 3 月 19 日，儘管主席傑羅姆·鮑威爾在週五表示，更多的降息可能不會很快到來，打壓了就業報告後的預期。</li>
</ul>
<h2>6. 愚蠢的樂趣</h2>
<p>如果你可以回到過去，給年輕的自己一個投資建議，那會是什麼，為什麼？與朋友和家人討論，或者成為會員，聽聽其他 Fools 的看法。</p>

ASAN

蘋果

<p>最新市場更新顯示，標準普爾 500 指數為 5770 點（+0.55%），納斯達克指數為 18196 點（+0.7%），道瓊斯指數為 42802 點（+0.52%）。失業率上升至 4.1%，就業增長低於預期。蘋果股票因產品猜測上漲 5%，而 Asana、Adobe 和 Docusign 即將公佈財報。即將發佈的消費者物價指數（CPI）數據預計將降至 2.9%。特朗普總統暗示潛在的經濟衰退風險，聯邦儲備委員會的下次利率決定將在 3 月 19 日進行</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>早餐新聞：危機，什麼危機？</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>週五市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500</strong><br/>5,770  (+0.55%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>18,196 (+0.7%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>42,802 (+0.52%)</td>
</tr>
<tr>
<td><strong>比特幣</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>來源：JesterAI 創建的圖像。</p>
</div><h2>1. Buy The Dip?</h2>
<div class="lb-trans"><h2>1. 買入抄底？</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>股票期貨在週末下跌，此前標準普爾 500 指數上週下跌了 3.1%，是自九月份以來的最大跌幅。納斯達克下跌了 3.5%，在週四跌入修正區間，較 12 月份的高點下跌超過 10%，週五稍微回升。</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>失業率達到 4.1%：</strong> 週五的就業報告加劇了經濟擔憂，顯示 2 月份失業率從 4% 上升。經濟在本月新增了 151,000 個非農就業崗位，低於預期的 160,000 個。而 1 月份的增幅從 143,000 修正為 125,000。</li>
<li><strong>“混亂創造機會”：</strong> Wedbush 的 Dan Ives 認為科技牛市並未結束。自 2010 年以來，我們經歷了 11 次納斯達克修正，其中 10 次在接下來的 12 個月內平均上漲 21%。</li>
</ul>
</div><h2>2. Bucking the Trend</h2>
<div class="lb-trans"><h2>2. 逆勢而行</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>蘋果</strong>(AAPL 1.59%) 的股票避免了更廣泛的納斯達克拋售，在過去一個月上漲了 5%。過去一週發生了許多事件，包括關於延遲和新產品的討論。</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>“空氣中有些東西”：</strong> 首席執行官蒂姆·庫克發佈了一條預告，暗示將在 “本週” 推出新產品。他沒有詳細説明可能是什麼，但猜測表明將推出使用公司最新 M4 芯片的新款 MacBook Air。</li>
<li><strong>“這將比我們想象的花費更長時間”：</strong> 發言人 Jacqueline Roy 確認了 Siri 下一個版本的延遲，這是蘋果在人工智能領域的先行者，預計將包括基於人工智能的個性化功能。</li>
</ul>
</div><h2>3. Popular Stock Earnings</h2>
<div class="lb-trans"><h2>3. 熱門股票財報</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%) 將在今天收盤後發佈第四季度財報。這家項目管理軟件公司在第三季度的收入超出預期，非 GAAP 每股虧損好於預期。管理層預計第四季度將進一步增長，全年收入在 7.23 億到 7.25 億美元之間。關注人工智能擴展的消息。</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>五年上漲 47%：</strong> <strong>Adobe</strong>(ADBE 1.04%) 將在週三發佈財報，此前其第四季度的收入和盈利超出預期。2025 財年第一季度的收入指引為 56.3 億到 56.8 億美元，低於華爾街的共識。我們應該關注管理層在面對基於人工智能的競爭時的增長計劃。</li>
<li><strong>預計 7% 的收入增長：</strong> <strong>Docusign</strong>(DOCU 0.07%) 將在週四發佈第四季度更新。人工智能的進展幫助公司超出了自己對第三季度收入和盈利的指引，管理層宣傳與包括 <strong>微軟</strong>(MSFT -0.90%) 在內的頂級科技巨頭的整合。預計季度賬單在指引中值為 8.75 億美元。</li>
</ul>
</div><h2>4. Other Reports to Watch This Week</h2>
<div class="lb-trans"><h2>4. 本週其他值得關注的報告</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%) 將在今天市場收盤後發佈第二季度財報。第一季度的收入超出預期，報告的每股虧損低於預期。關注關於預測 EBITDA 的評論，之前的預測在 8.38 億到 8.94 億美元之間。</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 以來上漲 67%：</strong> 旅遊公司 <strong>Viking Holdings</strong>(VIK -3.20%) 將在週二上午發佈第四季度財報，此前其第三季度的收入同比增長 11.4%。2025 賽季的運營能力上升了 12%。</li>
<li><strong>打破零售低迷：</strong> <strong>Dick's Sporting Goods</strong>(DKS -0.20%) 的第四季度更新也將在週二市場開盤前發佈。關注關於全年可比銷售增長指引的更新，之前的指引在 3.6% 到 4.2% 之間。</li>
</ul>
</div><h2>5. Next Up: Inflation in Focus</h2>
<div class="lb-trans"><h2>5. 接下來：關注通脹</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 月份消費者價格指數 (CPI) 的數據顯示將在週三發佈，預計將從 1 月份的 3% 降至 2.9%。核心 CPI（不包括波動較大的食品和能源）預計將保持在 3%。生產者價格指數 (PPI) 的數據顯示將在週四發佈，1 月份同比為 3.5%，核心 PPI 為 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>“我不喜歡預測這樣的事情”：</strong> 特朗普總統在週日接受福克斯新聞採訪時未排除經濟衰退的可能性，並補充説 “你可能會遇到”，當被問及關税是否會推高通脹時。</li>
<li><strong>“我們不需要急於行動，並且已經做好了等待更清晰局勢的準備”：</strong> 美聯儲的下一個利率決定將在 3 月 19 日，儘管主席傑羅姆·鮑威爾在週五表示，更多的降息可能不會很快到來，打壓了就業報告後的預期。</li>
</ul>
</div><h2>6. Foolish Fun</h2>
<div class="lb-trans"><h2>6. 愚蠢的樂趣</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>如果你可以回到過去，給年輕的自己一個投資建議，那會是什麼，為什麼？與朋友和家人討論，或者成為會員，聽聽其他 Fools 的看法。</p>
</div>

Breakfast News: Crisis, What Crisis?

- 標普 500 上週下跌 3.1%，納斯達克跌入修正區間。
- 失業率上升至 4.1%，經濟增長低於預期。
- 蘋果股價上漲 5%，新產品發佈在即。

早餐新聞：危機，哪來的危機？