--- title: "美國股指期貨上漲,華爾街正準備迎接以科技股為主的財報周以及關鍵的宏觀經濟數據" description: "美國股指期貨上漲,華爾街為即將到來的科技公司財報周和關鍵宏觀經濟數據做好準備。道瓊斯期貨上漲 0.5%,標準普爾 500 指數期貨上漲 0.6%,納斯達克 100 指數期貨上漲 0.8%。Palantir、AMD、優步、麥當勞和迪士尼等主要公司即將公佈財報。投資者還關注宏觀經濟數據,包括貿易赤字數據和生產率數字,這可能會影響美聯儲的利率預期。八月曆來是股市波動性較大的月份,增加了市場的謹慎情緒" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/251454492.md" published_at: "2025-08-04T12:06:45.000Z" --- # 美國股指期貨上漲,華爾街正準備迎接以科技股為主的財報周以及關鍵的宏觀經濟數據 > 美國股指期貨上漲,華爾街為即將到來的科技公司財報周和關鍵宏觀經濟數據做好準備。道瓊斯期貨上漲 0.5%,標準普爾 500 指數期貨上漲 0.6%,納斯達克 100 指數期貨上漲 0.8%。Palantir、AMD、優步、麥當勞和迪士尼等主要公司即將公佈財報。投資者還關注宏觀經濟數據,包括貿易赤字數據和生產率數字,這可能會影響美聯儲的利率預期。八月曆來是股市波動性較大的月份,增加了市場的謹慎情緒 ## US stock futures rise as Wall Street braces for tech-heavy earnings week and key macro data US stock futures edged higher on Monday, as markets tried to recover from last week’s tariff-driven slide and geared up for a heavy slate of earnings, economic data, and commentary from Federal Reserve officials. Futures tied to the Dow Jones Industrial Average rose 212 points, or 0.5%, while S&P 500 futures gained 0.6% and Nasdaq 100 futures added 0.8%. The rebound follows a bruising Friday session, where all three major indices slumped after a weak July jobs report and renewed tariff concerns triggered by President Donald Trump’s updated “reciprocal” duties on dozens of trading partners. **Earnings week: Tech, consumer and pharma in focus** Investors now turn to a crucial week of corporate earnings, with big-name tech firms, drugmakers, and consumer giants set to report. AI-focused Palantir Technologies kicks off the action on Monday, trading near record highs amid continued optimism around artificial intelligence spending. Chipmaker AMD is scheduled to report on Tuesday, with investor attention on its MI350 chips, seen as a potential competitor to Nvidia’s dominance. Uber Technologies, another closely watched name, will report Wednesday, with analysts expecting solid numbers on strong mobility demand. On the consumer side, McDonald’s and Disney are in focus, both reporting Wednesday. McDonald’s has flagged weaker traffic from middle-income households, while Disney heads into results after raising its full-year profit outlook last quarter, boosted by streaming subscriber growth. Pharma earnings are also on the radar, with Pfizer, Eli Lilly, Amgen, and Novo Nordisk set to report. Novo’s results will be watched for updates on Ozempic and Wegovy sales after the Danish drugmaker cut guidance, while Eli Lilly's Thursday report follows earlier margin pressure due to high R&D costs. Beyond earnings, markets will watch a slew of macroeconomic releases this week. Tuesday’s US trade deficit data comes as investors assess the early impact of Trump’s tariff revisions on global trade dynamics. Factory orders, due Monday, may also indicate whether new duties are translating into any uptick in domestic manufacturing. Other key releases include productivity numbers, consumer credit, and weekly jobless claims — all of which could further shape rate expectations. The Fed last week held its benchmark rate steady for a fifth straight meeting, but two dissenting voices supported a cut. This week, investors will parse commentary from several central bank officials — including San Francisco Fed President Mary Daly (Wednesday), Atlanta Fed’s Raphael Bostic (Thursday), and St. Louis Fed’s Alberto Musalem (Friday) — for clues on whether a September rate cut remains on the table. **August’s seasonal drag** Adding to the cautious tone is August’s track record. Historically, it’s the worst month for the Dow and among the most volatile for the S&P 500 and Nasdaq, per the Stock Trader’s Almanac. With trade policy, central bank signals, and sector-specific earnings all converging this week, market volatility is expected to stay elevated — even as futures start the week on firmer footing. *Disclaimer: The views and investment tips expressed by experts on Moneycontrol.com are their own and not those of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions.​​​* ### Related Stocks - [UBER.US - 優步](https://longbridge.com/zh-HK/quote/UBER.US.md) - [PLTR.US - Palantir Tech](https://longbridge.com/zh-HK/quote/PLTR.US.md) - [DIS.US - 迪士尼](https://longbridge.com/zh-HK/quote/DIS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Palantir Tech|10-K:2025 财年营收 44.75 亿美元超过预期 | | [Link](https://longbridge.com/zh-HK/news/276115763.md) | | 华尔街顶级机构最新评级:帕兰提尔获上调,Workday 遭下调 | 华尔街顶级机构对多家公司进行了评级调整。瑞穗将帕兰提尔(PLTR)评级上调至跑赢大盘,目标价维持在 195 美元,称其收入增长和利润率扩张表现独特。罗森布拉特将楷登电子(CDNS)评级上调至买入,目标价从 335 美元升至 360 美元。与 | [Link](https://longbridge.com/zh-HK/news/276245219.md) | | 37 万人把自己租给 AI,迪士尼向字节 “开战” | 37 万人在 RentAHuman 平台上出租自己给 AI,标价从 50 美元到 200 美元不等。与此同时,迪士尼已向字节跳动发函,要求停止其视频生成模型 Seedance 2.0 的侵权行为。该模型在国内用户中引发热潮,尤其是生成经典影 | [Link](https://longbridge.com/zh-HK/news/275996914.md) | | 加码自动驾驶基建布局,优步斥资 1 亿美元自建快充站 | 优步计划投资超过 1 亿美元在美国建设自动驾驶汽车快充站,重点在旧金山湾区、洛杉矶和达拉斯。这一举措旨在提升其在无人驾驶出租车行业的竞争力,并与 Waymo 展开竞争。优步希望通过自营充电站提高效率和降低成本,预计到 2026 年底在至少 | [Link](https://longbridge.com/zh-HK/news/276234139.md) | | Uber2026 年欧洲扩张 目标新增 10 亿美元总预订量 | Uber 计划在 2026 年将其食品配送业务扩展到捷克、希腊、罗马尼亚、奥地利、丹麦、芬兰和挪威等七个新的欧洲市场,预计将带来额外 10 亿美元的总预订量。Uber 全球外卖主管安德森表示,商家和消费者对 Uber 平台的需求强烈,认为是 | [Link](https://longbridge.com/zh-HK/news/276024615.md) | --- > **免責聲明**:本文內容僅供參考,不構成任何投資建議。