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cover of episode 5 Things to Know Before the Opening Bell 6/6/25

5 Things to Know Before the Opening Bell 6/6/25

2025/6/6
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Joe Kernan
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Joe Kernan: 今天是就业数据发布日，市场普遍预期5月份非农就业人数将增加12.5万人，失业率预计将保持稳定。虽然ADP数据可能不具指示性，但就业市场整体表现值得关注。同时，稳定币公司Circle的股价在盘前交易中大幅上涨，这是一个显著的市场动态。然而，Lululemon的营收虽然超出预期，但同店销售额增长未达预期，公司因此下调了全年指引，并计划通过战略性提价来缓解关税的影响。另一方面，DocuSign的股价大幅下跌，原因是第一季度的账单金额低于预期，且公司对当前季度账单的指引也低于预期。最后，Broadcom的营收和利润略高于分析师预期，当前季度指引也超出预期，这得益于强劲的AI收入增长，但由于对AI增长的担忧，股价有所回落。Broadcom电话会议上有人担心，人工智能的增长可能不如预期强劲，这给市场带来了一定的不确定性。

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The 5 things you need to know before the stock market opens today: it’s jobs Friday, Circle’s celebrating as a public company, Lululemon and Docusign shares are pressured, Broadcom likes AI, and celebrate - it’s national donut day!

 

Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.