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Home／us-morning／2026-03-05

us-morning — 每日美股早報（2026-03-05）

每日美股早報（2026-03-05）

產出時間：2026-03-05 08:02（Asia/Taipei）

1) 期貨 / 宏觀快照（來源：Stooq，可能有延遲）

  • S&P 500 期貨: 6886.50（+4.25, +0.06%）2026-03-05 00:52:23
  • Nasdaq 100 期貨: 25176.25（+13.00, +0.05%）2026-03-05 00:52:20
  • Dow 期貨: 48812.00（+29.00, +0.06%）2026-03-05 00:52:05
  • Russell 2000 期貨: (N/A)
  • VIX 期貨: 96.33（0.00, 0.00%）2026-03-03 23:00:00
  • WTI 原油: 75.81（-0.10, -0.13%）2026-03-05 01:02:27
  • 黃金: 5174.01（+10.71, +0.21%）2026-03-05 01:02:31
  • 美元指數: 98.78（-0.37, -0.37%）2026-03-04 22:59:53

2) S&P 11 大板塊 1D 表現（用 SPDR Sector ETF 近兩日收盤估算；來源：Stooq）

  • 非必需消費 (XLY): +1.78%
  • 科技 (XLK): +1.70%
  • 通訊服務 (XLC): +0.70%
  • 金融 (XLF): +0.59%
  • 公用事業 (XLU): +0.42%
  • 工業 (XLI): +0.30%
  • 醫療 (XLV): +0.20%
  • 不動產 (XLRE): +0.14%
  • 原物料 (XLB): -0.04%
  • 能源 (XLE): -0.60%
  • 必需消費 (XLP): -0.66%

3) ADR / 台股相關觀察清單（追蹤用）

  • TSM：Taiwan Semiconductor
  • UMC：United Microelectronics
  • ASX：ASE Technology
  • CHT：Chunghwa Telecom

4) 新聞彙整（RSS 抓取上限 100 則；去重以 link）

  1. Broadcom beats on earnings and guidance as AI revenue doubles — CNBC Top News
  2. Nvidia CEO Huang says $30 billion OpenAI investment 'might be the last' — CNBC Top News
  3. Tech industry group expresses 'concern' to Pete Hegseth over supply chain risk label — CNBC Top News
  4. Epstein files: House committee subpoenas Attorney General Pam Bondi — CNBC Top News
  5. Okta beats fourth-quarter estimates, but issues weak guidance — CNBC Top News
  6. Rep. Tony Gonzales will face House ethics panel probe over 'sexual misconduct' claim — CNBC Top News
  7. Apple announces MacBook Neo, its most affordable laptop ever — CNBC Top News
  8. Trump has an AI data center problem ahead of the midterms — with no easy solutions — CNBC Top News
  9. Bessent says global 15% tariff starts this week, predicts Trump duties will return to old levels later this year — CNBC Top News
  10. Trump officially nominates Kevin Warsh as Fed chair to replace Jerome Powell — CNBC Top News
  11. The U.S. is not the place to be for investors in 2026 so far. Where they are turning to for gains — CNBC Top News
  12. South Korea stocks crashed 18% in two days. Could it happen here? — CNBC Top News
  13. Google's AI chatbot allegedly told user to stage 'mass casualty attack,' wrongful death suit claims — CNBC Top News
  14. Private companies added 63,000 jobs in February, January revised to just 11,000 additions, ADP says — CNBC Top News
  15. Democrats tread cautiously around another Trump impeachment after 'illegal' Iran strikes — CNBC Top News
  16. 2 reasons why the market is rallying Wednesday and defying Iran war fears — CNBC Top News
  17. Three decades into cystic fibrosis fight, Boomer Esiason and his son Gunnar are winning — CNBC Top News
  18. Trump sides with crypto firms in trillion-dollar battle with banks over stablecoin yield — CNBC Top News
  19. There’s a push to cut capital gains taxes on home sales — how it could impact the housing market — CNBC Top News
  20. Remember Twitter? Elon Musk testifies over flip-flop in $44 billion buyout — CNBC Top News
  21. How Anthropic AI ban from Trump administration can escalate to existential business risk for fast-growing company — CNBC Top News
  22. Defense tech companies are dropping Claude after Pentagon's Anthropic blacklist — CNBC Top News
  23. Iran war and your portfolio: The historical stock market patterns investors should know — CNBC Top News
  24. 'No to war’: Spain PM hits back at Trump threat to cut trade over air base dispute — CNBC Top News
  25. Epstein files: Goldman Sachs' Ruemmler, Bill Gates, Leon Black will testify to House panel — CNBC Top News
  26. Target is making big changes to win back customers. Here's what shoppers can expect to see — CNBC Top News
  27. Disney launches its Adventure cruise ship — a new foothold in Southeast Asia — CNBC Top News
  28. U.S. crude oil surge eases after Bessent pledges support for tankers during Iran war — CNBC Top News
  29. Why Ferrari is still betting on its EV, even as Lamborghini backs off — CNBC Top News
  30. Big investors have been fleeing for-sale housing market, even before Trump ordered ban — CNBC Top News
  31. Berkshire Hathaway shares drop nearly 5% after poor fourth-quarter results, no bold moves by new CEO Abel — CNBC Markets
  32. Citadel’s various hedge funds rise in February, beating the S&P 500 in a choppy month — CNBC Markets
  33. Steve Eisman says investors should ignore U.S.-Iran war, will be long-term 'positive' — CNBC Markets
  34. Top Wall Street analysts recommend these dividend stocks for enhanced returns — CNBC Markets
  35. All the highlights from Berkshire CEO Abel's first shareholder letter — CNBC Markets
  36. UBS downgrades the U.S. stock market. Here's what has the investment bank worried — CNBC Markets
  37. Trump Media in talks to spin off Truth Social from DJT into independent stock — CNBC Markets
  38. Women’s wealth is expected to boom: Where they are investing and how they can maximize returns — CNBC Markets
  39. Are collectibles a viable asset class? The buyer of the $16.5 million Pokémon card thinks so — CNBC Markets
  40. Trading volumes have surged in leveraged funds, options since the pandemic, data shows — CNBC Markets
  41. Top Wall Street analysts are bullish on the growth potential of these three stocks — CNBC Markets
  42. Berkshire was a net seller of stocks in Buffett's final quarter as CEO — CNBC Markets
  43. Top Wall Street analysts recommend these dividend stocks for consistent income — CNBC Markets
  44. Berkshire CEO Abel praises Kraft Heinz for turnaround on planned split — CNBC Markets
  45. David Einhorn says the Fed will cut 'substantially more' than two times. So he's betting big on gold — CNBC Markets
  46. Vatican Bank makes first foray into equity indexes, setting stage for potential ETF launches — CNBC Markets
  47. The AI threat wrecked software stocks. Now financial stocks look next with LPL closing 8% lower — CNBC Markets
  48. Tesla’s self-driving effort could be worth more than double its EV division — MarketWatch Top Stories
  49. Apple’s new $599 MacBook Neo borrows iPhone chip to make play for budget-laptop market share — MarketWatch Top Stories
  50. ‘I don’t earn enough to support us and our baby’: My unemployed husband lost $22,000 trading sports cards. What now? — MarketWatch Top Stories
  51. Why the rise in 401(k) hardship withdrawals may not be such a problem — MarketWatch Top Stories
  52. ‘My mother refuses to turn on the heat’: Will America’s war with Iran really push up our utility bills? — MarketWatch Top Stories
  53. ‘When he doesn’t get money, he becomes angry’: My brother has led a life of chaos and financial ruin. What is my moral obligation? — MarketWatch Top Stories
  54. Blue Owl’s private-credit stumble revives fears of another Bear Stearns moment — MarketWatch Top Stories
  55. Broadcom’s stock climbs after it says AI is not disrupting its software business — MarketWatch Top Stories
  56. The 4% rule is done — 5 signs your $1 million retirement portfolio can survive the new withdrawal reality — MarketWatch Top Stories
  57. Okta’s stock rallies as momentum in AI agents fuels an earnings beat — MarketWatch Top Stories
  58. PagSeguro (PAGS) Q4 2025 Earnings Call Transcript — Nasdaq Markets
  59. Warren Buffett Has Retired. But You Still Can Invest Like Him by Adding These Buffett Favorites to Your Portfolio. — Nasdaq Markets
  60. 1 Stock Down 14% to Buy on the Dip — Nasdaq Markets
  61. Stem (STEM) Q4 2025 Earnings Call Transcript — Nasdaq Markets
  62. TriplePoint (TPVG) Earnings Call Transcript — Nasdaq Markets
  63. ChargePoint (CHPT) Q4 2026 Earnings Transcript — Nasdaq Markets
  64. SES AI (SES) Q4 2025 Earnings Call Transcript — Nasdaq Markets
  65. Investment Firm Bets Big on TNGX Stock With $9.5 Million Purchase, According to Recent SEC Filing — Nasdaq Markets
  66. Woodson Capital Loads Up On Sirius XM Stock, Buying 1.2 Million Shares — Nasdaq Markets
  67. Cracker Barrel (CBRL) Q2 2026 Earnings Transcript — Nasdaq Markets
  68. Alto (ALTO) Q4 2025 Earnings Call Transcript — Nasdaq Markets
  69. Nvidia's Earnings Roared Higher. Here's 1 Top Artificial Intelligence ETF to Buy Now — Nasdaq Markets
  70. Why Webtoon Entertainment Stock Wilted on Wednesday — Nasdaq Markets
  71. Aware (AWRE) Q4 2025 Earnings Call Transcript — Nasdaq Markets
  72. MicroVision (MVIS) Q4 2025 Earnings Transcript — Nasdaq Markets
  73. SEC Adopts Final Rules for the Holding Foreign Insiders Accountable Act — SEC Press Releases
  74. SEC, FSA Hold Spring Financial Regulatory Dialogue — SEC Press Releases
  75. SEC Announces Roundtable on Private Markets Valuation As Retail Investor Access Accelerates — SEC Press Releases
  76. SEC’s Division of Enforcement Announces Updates to Enforcement Manual — SEC Press Releases
  77. SEC Proposes Amendments to Reduce Burdens in Reporting of Fund Portfolio Holdings — SEC Press Releases
  78. SEC Announces 45th Annual Small Business Forum to Improve Capital-Raising Policy — SEC Press Releases
  79. SEC Publishes Data on Exchange Traded Funds and Fund Mergers; Updated Statistics on Municipal Advisors, Transfer Agents, and Security-Based Swap Dealers — SEC Press Releases
  80. SEC Appoints New Chairman and Board Members to PCAOB — SEC Press Releases
  81. SEC Charges ADM and Three Former Executives with Accounting and Disclosure Fraud — SEC Press Releases
  82. SEC and CFTC Reschedule Joint Event on Harmonization, U.S. Financial Leadership in the Crypto Era — SEC Press Releases
  83. SEC and CFTC to Hold Joint Event on Harmonization, U.S. Financial Leadership in the Crypto Era — SEC Press Releases
  84. SEC Small Business Advisory Committee to Continue Discussion on Regulatory Framework for Finders and Begin Exploring the Private Secondary Market — SEC Press Releases
  85. SEC Approves 2026 PCAOB Budget and Accounting Support Fee — SEC Press Releases
  86. SEC Seeks Candidates for Membership on the Investor Advisory Committee — SEC Press Releases
  87. SEC Seeks Candidates for Small Business Capital Formation Advisory Committee — SEC Press Releases
  88. Division of Corporation Finance Names Senior Staff — SEC Press Releases
  89. Christina M. Thomas to Rejoin the Division of Corporation Finance as Deputy Director — SEC Press Releases
  90. Keith E. Cassidy Named Director of the Division of Examinations — SEC Press Releases
  91. J. Russell McGranahan Named SEC General Counsel — SEC Press Releases
  92. Paul Tzur and David Morrell Named Deputy Directors of the Division of Enforcement — SEC Press Releases
  93. SEC to Host Hybrid Event on Regulation S-P for Small Firms — SEC Press Releases
  94. SEC Publishes Staff Report on Capital-Raising Dynamics — SEC Press Releases
  95. SEC Proposes Amendments to the Small Entity Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act — SEC Press Releases
  96. Deputy Director of Enforcement Nekia Hackworth Jones Concludes Her Tenure at the SEC — SEC Press Releases
  97. SEC Announces Retirement of Division of Corporation Finance Deputy Director Cicely LaMothe — SEC Press Releases
  98. Venezuela’s lost productivity : Output per worker compared with other oil-producing countries — FRED Blog
  99. Differences in cost of living across the US : Regional price parities by state and metro area for 2024 — FRED Blog
  100. State and metro employment: Fourth quarter 2025 — FRED Blog

5) Sources（本次抓取）

Source: us-morning/2026-03-05.md