EUROPEAN OPEN: Trump plans 100% tariffs on generics by 2028; SAN SM affirms guidance; EQNR NO solid Q2, launches buyback ; AKZA NA EBITDA beats, affirms guidance; AIR FP targets near-doubling of earnings; VOW GY accelerates China autonomous driving push
Newsquawk ·
EUROPEAN OPEN: European equities have generally opened flat/lower. Overnight, APAC stocks were modestly up following the tech-led rebound on Wall Street. Nasdaq 100 futures are lower ahead of earnings from Alphabet (GOOG) and Tesla (TSLA) today. US forces entered an 11th consecutive night of strikes targeting Iran military operations centres, maritime capabilities, hangars, drone storage and logistics infrastructure amid Iranian attacks on over 30 commercial vessels in the Strait of Hormuz. President Trump signalled possible strikes near Iranian uranium-enrichment sites, and has ruled out talks with Tehran until it is ready for meaningful negotiations. In recent days, mediators have intensified efforts with Iranian officials, as Iran has also widened its operations against other Gulf states. Crude futures continue to climb; September Brent topped USD 92/bbl after President Trump played down any near-term Iran talks and threatened broader strikes. Analysts note that the situation in the
AI 시장 분석
US President Donald Trump announced a 100% tariff on generic drugs by 2028, and as tensions escalated in the Strait of Hormuz, September Brent crude futures surpassed $92 per barrel. Consequently, European stock markets showed mixed trends, while cautious sentiment flowed into Asian and US stock index futures, centered on the Nasdaq 100. Investors need to prepare for volatility, focusing on deepening Middle East geopolitical risks and oil supply instability due to infrastructure strikes.
상승 영향
- Energy — Concerns over supply disruptions are growing due to heightened tensions in the Strait of Hormuz and massive US military strikes, pushing September Brent crude above $92 per barrel and showing strong momentum.
하락 영향
- Biotech — President Trump's announcement of a 100% tariff on generic drugs by 2028 is raising concerns over worsening profitability for related companies.
- AI — Ahead of earnings announcements from Alphabet and Tesla, Nasdaq 100 futures are showing weakness, dampening overall investment sentiment in tech stocks.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 44% · Bearish (Short) 56%
513 participants
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