美股新一周看点：苹果与Palantir周一发财报，周二中期选举投票，周五公布10月就业报告
美股本周（11月2日至6日）将接连迎来财报、选举与就业数据三重考验。据《巴伦周刊》统计，本周约有135家标普500指数成分股公司发布财报，是三季报季最密集的周段之一。
周一（11月2日），供应管理协会（ISM）将于美东时间上午10时发布10月制造业采购经理人指数（PMI）。盘后，苹果发布2026财年第四季度财报：公司此前给出的指引为营收同比增长9%至11%、毛利率47%至48%，分析师普遍预期每股盈利约1.98美元、营收约1,130亿美元；这也是新任首席执行官 John Ternus 9月上任后主持的首次财报电话会。数据分析公司Palantir同日盘后发布第三季度财报，公司此前指引营收为21.60亿至21.64亿美元，市场预期略高于这一区间上限。
周二（11月3日）是美国中期选举投票日，本站选举线将持续跟进；AMD将于盘后发布财报，该股上周五随芯片股抛售跌10.9%。周三（11月4日），高通与Arm发布财报。
周五（11月6日），美国劳工统计局将于美东时间上午8时30分发布10月就业报告，这是本周分量最重的经济数据，也是美联储12月议息前的重要参考。市场背景方面，三大指数上周齐跌、标普500连续第三周下跌，科技股10月大幅回调后，投资者正评估超级智能（SI）支出的回报前景。
来源：GSM·美国
Week Ahead: Apple and Palantir Report Monday, Midterm Vote Tuesday, October Jobs Report Friday
US markets face a triple test this week (November 2-6) from earnings, the midterm elections and the October jobs report. About 135 S&P 500 companies are scheduled to report results this week, according to Barron's, making it one of the busiest stretches of the third-quarter earnings season.
On Monday, November 2, the Institute for Supply Management releases its October manufacturing PMI at 10 a.m. Eastern. After the close, Apple reports fiscal fourth-quarter results: the company has guided to revenue growth of 9% to 11% year over year and a gross margin of 47% to 48%, while analysts on average expect earnings of about $1.98 a share on revenue of roughly $113 billion. It will be the first earnings call hosted by John Ternus, who became chief executive in September. Data analytics firm Palantir also reports third-quarter results after Monday's close; the company has guided to revenue of $2.160 billion to $2.164 billion, with market expectations slightly above the top of that range.
Tuesday, November 3 is Election Day in the US midterm elections, which GSM's election desk will follow throughout the day; AMD reports earnings after the close, following a 10.9% drop in its shares during Friday's chip selloff. Qualcomm and Arm report on Wednesday, November 4.
On Friday, November 6, the Bureau of Labor Statistics publishes the October employment report at 8:30 a.m. Eastern, the week's most consequential economic release and a key input ahead of the Federal Reserve's December meeting. The backdrop: all three major indexes fell last week, the S&P 500 for a third straight week, as investors weigh the payoff from super intelligence (SI) spending after October's sharp tech pullback.
Source: GSM · USA
来源：GSM·美国（原文链接）
图片来源：图：美国国会大厦西立面（美国国会建筑师办公室，公共领域，经 Wikimedia Commons）。 / The west front of the US Capitol (Architect of the Capitol, public domain, via Wikimedia Commons).
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