📰 ReutersReutersCodex · 实盘不做把握 7/10
北京时间·🕒 发布 17:40:50时区推断·⟳ 抓取 17:41:21·⚡ 决策 08-04 18:43:39 +1h02m·83.9 天前
路透盘前综述称纳指期货受AI相关财报预期支撑，Palantir和安森美已盘前大涨
这是一篇路透盘前市场综述，核心是纳指期货、财报季和宏观数据日程，不是单一公司的首发披露。
📄 原文Reuters↗ 原文
Nasdaq futures rose on Tuesday after strong forecasts from Palantir and ON Semiconductor reassured investors about AI-…
不做 Palantir Technologies（PLTR.US）
路透综述不是首发公司公告，且文中已显示盘前+17.2%，财报预期差已被快速重定价，不做追高。
不做 ON Semiconductor（ON.US）
收入展望利好已在盘前+7.5%反映，当前信号只是市场综述转述，缺少新的可执行边际，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 high · price-in 风险 high ↗
关键理由
- 这是一篇路透盘前市场综述，核心是纳指期货、财报季和宏观数据日程，不是单一公司的首发披露。
- 文中提到的Palantir上调收入指引和安森美收入展望均已在盘前分别大涨17.2%和7.5%，属于财报后市场反应描述而非低扩散新催化。
主要风险
- 若后续公司原始财报或电话会出现新的超预期指引，应由新的公司级信号重新研判。
原文全文
展开原文 · 3,259 字
Nasdaq futures rose on Tuesday after strong forecasts from Palantir and ON Semiconductor reassured investors about AI-driven demand, while Middle East developments and U.S. earnings were also in focus to gauge the health of corporate America.
Palantir Technologies (PLTR.O) gained 17.2% in premarket trading after raising its annual revenue forecast again, signaling strong government and commercial demand for its AI-powered data analytics software.
Chipmaker On Semiconductor (ON.O) added 7.5% after forecasting quarterly revenue above expectations, betting on surging demand for power management chips used in AI data centers.
Investors have been scrutinizing results from AI-linked companies this earnings season for signs that their billion dollar investments are yielding returns. Strong results from AI leaders Microsoft (MSFT.O) and Amazon (AMZN.O) last week were a relief and have underpinned gains on Wall Street since then.
The benchmark S&P 500 (.SPX) is about 21 points from hitting its first record high since June, while the blue-chip Dow (.DJI) closed at a record high on Monday for the first time since July.
Other AI-linked stocks such as Micron (MU.O) added 2.3%, Nvidia (NVDA.O) rose 0.7% and Marvell (MRVL.O) rose 4.4%.
At 05:16 a.m. ET, Dow E-minis were up 34 points, or 0.06%, and S&P 500 E-minis were up 5 points, or 0.07%. Nasdaq 100 E-minis were up 129.25 points, or 0.45%.
Overall, this earnings season has so far been better than historical standards. Of the 304 companies in the S&P 500 that have reported second-quarter earnings as of Friday, 85.2% have beaten estimates, versus the long-term average of 67.5%.
Snap (SNAP.N) jumped 8.1% after beating second-quarter revenue estimates, thanks to increased advertising spending during the FIFA World Cup and stronger campaign activity from large advertisers in North America.
Big names that are due to report on Tuesday include drug makers Merck (MRK.N) and Pfizer (PFE.N), global economy bellwether Caterpillar (CAT.N), Marathon Petroleum (MPC.N) and fast-food giant McDonald's (MCD.N).
McDonald's results will be landing at a time when a cyclosporiasis outbreak potentially linked to lettuce has grown into the largest on record in the country, with Michigan hit hardest.
Elon Musk's SpaceX (SPCX.O) will release its first earnings report since its public debut after markets close. Shares were up 1%.
ECONOMIC DATA
The focus later in the day will shift to economic data.
The Labor Department's Job Openings and Labor Turnover Survey, scheduled at 10 a.m. ET, is expected to show the economy created about 7.4 million jobs in June, lower than the 7.6 million in the month before.
Other reports on factory orders and trade for June, along with remarks by Kansas City Fed President Jeffrey Schmid could also offer insights on the health of the economy.
Investors will parse the reports to also gauge the outlook for interest rates at a time when the U.S.-Iran standoff in the Middle East is keeping crude prices elevated, while the Federal Reserve has offered little guidance on monetary policy.
Traders see a 63.4% chance that the central bank will hike rates by at least 25 basis points when it meets next month, the CME FeWatch Tool showed.
Palantir Technologies (PLTR.O) gained 17.2% in premarket trading after raising its annual revenue forecast again, signaling strong government and commercial demand for its AI-powered data analytics software.
Chipmaker On Semiconductor (ON.O) added 7.5% after forecasting quarterly revenue above expectations, betting on surging demand for power management chips used in AI data centers.
Investors have been scrutinizing results from AI-linked companies this earnings season for signs that their billion dollar investments are yielding returns. Strong results from AI leaders Microsoft (MSFT.O) and Amazon (AMZN.O) last week were a relief and have underpinned gains on Wall Street since then.
The benchmark S&P 500 (.SPX) is about 21 points from hitting its first record high since June, while the blue-chip Dow (.DJI) closed at a record high on Monday for the first time since July.
Other AI-linked stocks such as Micron (MU.O) added 2.3%, Nvidia (NVDA.O) rose 0.7% and Marvell (MRVL.O) rose 4.4%.
At 05:16 a.m. ET, Dow E-minis were up 34 points, or 0.06%, and S&P 500 E-minis were up 5 points, or 0.07%. Nasdaq 100 E-minis were up 129.25 points, or 0.45%.
Overall, this earnings season has so far been better than historical standards. Of the 304 companies in the S&P 500 that have reported second-quarter earnings as of Friday, 85.2% have beaten estimates, versus the long-term average of 67.5%.
Snap (SNAP.N) jumped 8.1% after beating second-quarter revenue estimates, thanks to increased advertising spending during the FIFA World Cup and stronger campaign activity from large advertisers in North America.
Big names that are due to report on Tuesday include drug makers Merck (MRK.N) and Pfizer (PFE.N), global economy bellwether Caterpillar (CAT.N), Marathon Petroleum (MPC.N) and fast-food giant McDonald's (MCD.N).
McDonald's results will be landing at a time when a cyclosporiasis outbreak potentially linked to lettuce has grown into the largest on record in the country, with Michigan hit hardest.
Elon Musk's SpaceX (SPCX.O) will release its first earnings report since its public debut after markets close. Shares were up 1%.
ECONOMIC DATA
The focus later in the day will shift to economic data.
The Labor Department's Job Openings and Labor Turnover Survey, scheduled at 10 a.m. ET, is expected to show the economy created about 7.4 million jobs in June, lower than the 7.6 million in the month before.
Other reports on factory orders and trade for June, along with remarks by Kansas City Fed President Jeffrey Schmid could also offer insights on the health of the economy.
Investors will parse the reports to also gauge the outlook for interest rates at a time when the U.S.-Iran standoff in the Middle East is keeping crude prices elevated, while the Federal Reserve has offered little guidance on monetary policy.
Traders see a 63.4% chance that the central bank will hike rates by at least 25 basis points when it meets next month, the CME FeWatch Tool showed.
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