---
title: "美股盤前要聞速遞"
description: "美股三大股指期貨齊跌，歐洲股市漲跌不一。英偉達將於週三披露財報，市場關注 PCE、GDP 等數據。華爾街對降息預期分化，Fundstrat 策略師 Tom Lee 警告市場過於樂觀。波音罷工進入第 4 周，重啓談判。美政府擬投資英特爾 111 億美元，Keurig Dr Pepper 擬收購 JDE Peet’s。拼多多盤前漲超 11%，Q2 營收超預期。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/254446422.md"
published_at: "2025-08-25T12:27:22.000Z"
---

# 美股盤前要聞速遞

> 美股三大股指期貨齊跌，歐洲股市漲跌不一。英偉達將於週三披露財報，市場關注 PCE、GDP 等數據。華爾街對降息預期分化，Fundstrat 策略師 Tom Lee 警告市場過於樂觀。波音罷工進入第 4 周，重啓談判。美政府擬投資英特爾 111 億美元，Keurig Dr Pepper 擬收購 JDE Peet’s。拼多多盤前漲超 11%，Q2 營收超預期。

①美股三大股指期貨齊跌：道指期貨跌 0.30%，標普 500 期貨跌 0.30%，納指期貨跌 0.39%。  
②歐洲股市指數漲跌不一：德國 DAX30 跌 0.22%，法國 CAC40 跌 0.66%，歐洲斯托克 50 跌 0.47%，英國富時 100 漲 0.13%。  
③本週重磅：英偉達將於週三美股盤後披露財報；宏觀端迎 PCE、GDP、房屋銷售與消費者信心等數據。  
④華爾街預期分化：巴克萊/法國巴黎銀行/德銀押注 9 月降息 25bp；大摩/美銀仍觀望，等待後續數據。  
⑤有 “華爾街神算子” 之稱的 Fundstrat 策略師 Tom Lee 警告：市場對降息預期過於樂觀，應 “以數據為依歸”。  
⑥波音罷工進入第 4 周，將與機械師工會重啓談判；公司以非工會的工人維持部分生產與測試。  
⑦美政府擬合計對英特爾投資 111 億美元，交易成功後，美國政府將成為英特爾的大股東，Cato Institute 稱 “幾乎對所有人不利的糟糕決策”。  
⑧Keurig Dr Pepper 擬以 157 億歐元現金收購 JDE Peet’s。  
⑨拼多多盤前一度漲超 11%%，其 Q2 營收同比增長 7% 超出市場預期。

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