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市场新闻

ASML's lowered forecast suggests factory overcapacity, not chip doom

UPDATE 1-ASML's lowered forecast suggests factory overcapacity, not chip doom Changes date in dateline, rewrites paragraph 1, adds share movement in paragraph 6 By Max A. Cherney and Stephen Nellis Oct 16 (Reuters) - ASML's ASML.AS deep forecast cuts that sparked a global tech stock selloff signal overcapacity at chip factories rather than a slowdown in global semiconductor demand, analysts said.
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U.S. STOCKS United Airlines, Morgan Stanley, Autodesk

BUZZ-U.S. STOCKS ON THE MOVE-United Airlines, Morgan Stanley, Autodesk Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes were on track for a muted open on Wednesday, following a selloff in tech and oil stocks in the previous session, as investors parsed quarterly results from banks including Morgan Stanley.
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ASML CFO says export restrictions behind reduced China expectations

ASML CFO says export restrictions behind reduced China expectations AMSTERDAM, Oct 16 (Reuters) - ASML's lower expectations for sales to China are due in part to export restrictions, the company's chief financial officer said on Wednesday. "We all see the speculation around export controls," Roger Dassen said on a call with analysts following the company's third-quarter results .
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ASML's early earnings publication a 'human mistake', shareholder group says

ASML's early earnings publication a 'human mistake', shareholder group says By Toby Sterling AMSTERDAM, Oct 16 (Reuters) - A group of Dutch shareholders on Wednesday reacted with dismay to chip equipment maker's ASML's ASML.AS accidental early publication of its third-quarter earnings, but were also sympathetic to what they called a "human mistake." "For a company which is the largest listed company in the Netherlands and also the leading technology company in Europe ...
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Wall Street set for steady open after tech selloff; Morgan Stanley jumps

US STOCKS-Wall Street set for steady open after tech selloff; Morgan Stanley jumps For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. Morgan Stanley rises as Q3 profit jumps Intel slips after China cyber body recommends review Interactive Brokers down; missed Q3 adjusted estimates Futures up: Dow 0.08%, S&P 500 0.07%, Nasdaq 0.1% Updated at 8:26 a.m.
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Street View: ASML's outlook turnaround underscores sector growth concerns

BUZZ-Street View: ASML's outlook turnaround underscores sector growth concerns ** Analysts say ASML's ASML.AS 2025 outlook cut will lead to consensus downgrades and casts doubt over sector growth ** The ASML shares fall for a second day straight after it forecast lower than expected 2025 sales and bookings due to sustained weakness in some parts of
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Stocks knocked by earnings reality check; dollar firm

GLOBAL MARKETS-Stocks knocked by earnings reality check; dollar firm Grim ASML outlook hits chip stocks Luxury giant LVMH result disappoints, cites weak China spending Dollar near two-month high on measured rate-cut bets Updates prices at 1200 GMT By Amanda Cooper LONDON, Oct 16 (Reuters) - Global stocks fell on Wednesday after gloomy results from European heavyweights LVMH LVMH.PA and tech company ASML ASML.AS dented sentiment, while the dollar gained as investors banked on a more moderate decl
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U.S. STOCKS Gold miners, J.B. Hunt, Cisco Systems

BUZZ-U.S. STOCKS ON THE MOVE-Gold miners, J.B. Hunt, Cisco Systems Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 U.S. stock index futures were largely subdued on Wednesday, following a selloff in tech and oil stocks in the previous session, as investors awaited quarterly results from Morgan Stanley and other banks.
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Futures subdued after tech selloff; bank earnings in focus

US STOCKS-Futures subdued after tech selloff; bank earnings in focus For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. Intel slips after China cyber body recommends review Interactive Brokers down; missed Q3 adjusted estimates Futures: Dow down 0.01%, S&P 500 up 0.04%, Nasdaq up 0.10% Updated at 07:04 a.m.
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ASML draws investor scrutiny after warning shocks global chip markets

UPDATE 1-ASML draws investor scrutiny after warning shocks global chip markets Customers delay new plants and upgrades, weakening outlook Share price reached all-time high in July Suffered biggest selloff in two decades on Tuesday ASML bosses to address analyst call Export restrictions on China also a factor Updates with investor comment on China in paragraphs 15-19. Adds related content By Toby Sterling and Nathan Vifflin AMSTERDAM, Oct 16 (Reuters) - Investors and analysts are looking sceptica
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Futures steady, Nasdaq higher as markets await bank earnings

US STOCKS-Futures steady, Nasdaq higher as markets await bank earnings For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window. Futures: Dow down 0.07%, S&P 500 up 0.05%, Nasdaq up 0.18% Oct 16 (Reuters) - Dow and S&P 500 futures remained steady on Wednesday, while Nasdaq 100 futures rose slightly following a tech and oil stock selloff in the previous session, as investors awaited quarterly results from Morgan Stanley and other banks.
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Chinese cyber association calls for review of Intel products sold in China

UPDATE 2-Chinese cyber association calls for review of Intel products sold in China China's CSAC says Intel products pose national security risks Could trigger review by China's CAC cybersecurity regulator No immediate comment from Intel or CAC Adds context throughout, analyst in paragraph 9 By Eduardo Baptista BEIJING, Oct 16 (Reuters) - Intel INTC.O products sold in China should be subject to a security review, the Cybersecurity Association of China (CSAC) said on Wednesday, alleging the U.S.
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European tech, luxury stocks tumble as ASML, LVMH results disappoint

UPDATE 1-European tech, luxury stocks tumble as ASML, LVMH results disappoint For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window France's CAC 40 underperforms peers on luxury drag Energy stocks outperform Adidas drops amid broader selloff despite third 2024 outlook Stellantis drops after Q3 shipments caution Updated at 0820 GMT By Paolo Laudani and Ankika Biswas Oct 16 (Reuters) - Europe's tech and luxury stocks slumped on Wednesday after d
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Intel falls as China Cybersecurity Association recommends review of chipmaker's products

BUZZ-Intel falls as China Cybersecurity Association recommends review of chipmaker's products ** Shares of Intel Corp INTC.O fall 3.2% to $21.93 premarket ** China Cybersecurity Association recommends initiating cybersecurity review of Intel's products sold in China ** INTC closed 3.3% down on Tuesday after chip equipment maker ASML ASML.AS cut its
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ASML warning shocks global chip investors

ASML warning shocks global chip investors Customers delay new plants and upgrades, curbing demand Share price reached all-time high in July Suffered biggest selloff in two decades on Tuesday ASML bosses to address analyst call By Toby Sterling and Nathan Vifflin AMSTERDAM, Oct 16 (Reuters) - Investors and analysts are reviewing their assessments of computer chip equipment maker ASML ASML.AS , they said on Wednesday, after the company cut 2025 financial guidance , citing weakness in markets other
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Stocks slide in reality check from big cap earnings; dollar firm

GLOBAL MARKETS-Stocks slide in reality check from big cap earnings; dollar firm Grim ASML outlook hits chip stocks Luxury giant LVMH result disappoints, cites weak China spending Dollar near two-month high on measured rate-cut bets Updates throughout; refreshes prices at 0835 GMT By Amanda Cooper LONDON, Oct 16 (Reuters) - Global stocks fell on Wednesday after gloomy results from European heavyweights LVMH LVMH.PA and tech company ASML ASML.AS dented sentiment, while the dollar gained as investo
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EM stocks down with chips leading declines, FX muted

EMERGING MARKETS-EM stocks down with chips leading declines, FX muted Fitch upgrades Barbados to 'B+' ECB rate decision on Thursday EM stocks down 0.6%, FX flat By Shashwat Chauhan Oct 16 (Reuters) - A gauge of emerging market stocks dipped on Wednesday as chips-heavy markets in Taiwan and South Korea slipped following a dour earnings update from Dutch firm ASML, while most currencies remained in limbo.
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Thai baht holds steady, stocks jump after surprise rate cut

EMERGING MARKETS-Thai baht holds steady, stocks jump after surprise rate cut . Philippines delivers 25-bp rate cut, as expected Bank Indonesia holds rates steady, as expected Tech stocks drag S.Korea, Taiwan markets lower By Roushni Nair Oct 16 (Reuters) - Thailand's baht held largely steady and stocks jumped after the Bank of Thailand (BOT) surprisingly cut its key interest rate on Wednesday, while the Philippine central bank lowered rates and Bank Indonesia maintained a status quo as expected.
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Thai baht holds steady, stocks jump after surprise rate cut

EMERGING MARKETS-Thai baht holds steady, stocks jump after surprise rate cut Philippines delivers 25-bp rate cut, as expected Bank Indonesia holds rates steady, as expected Tech stocks drag S.Korea, Taiwan markets lower Updates at 0758 GMT By Roushni Nair Oct 16 (Reuters) - Thailand's baht held largely steady and stocks jumped after the Bank of Thailand (BOT) surprisingly cut its key interest rate on Wednesday, while the Philippine central bank lowered rates and Bank Indonesia maintained a statu
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Europe Inc set to clear lower earnings bar; wait-and-see on China stimulus

ANALYSIS-Europe Inc set to clear lower earnings bar; wait-and-see on China stimulus Analysts cut European Q3 earnings estimates at fastest pace in seven months Investors cautiously optimistic on China stimulus despite lack of details Cheap valuations, light positioning offer opportunities Updates to include LVMH results in paragraph 6 and ASML in paragraph 7 By Samuel Indyk and Medha Singh LONDON, Oct 16 (Reuters) - Analysts have downgraded estimates for European corporate earnings at the fastes
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