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cover of episode 5 Things to Know Before the Opening Bell 7/2/2025

5 Things to Know Before the Opening Bell 7/2/2025

2025/7/2
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Andrew Osorkin: 今天开盘前需要关注五个关键信息。首先，我们将关注6月份的就业市场数据。ADP将发布最新的私营部门就业报告，经济学家预计上个月新增就业岗位12万个。其次，我们将关注特斯拉即将发布的第二季度交付数据。预计交付量将同比下降超过11%。第三，健康保险公司Centene撤回了2025年的盈利预期，导致其股价大幅下跌，其他健康保险公司也受到影响。该公司表示，市场趋势与他们的预期不同。第四，Modelo的所有者Constellation Brands的最新季度盈利和收入低于预期，原因是需求下降和铝罐价格上涨。尽管如此，该公司仍维持其全年盈利预期。最后，Netflix正在与Spotify洽谈合作，涉及音乐颁奖典礼和现场演唱会系列等项目。Netflix还在考虑进行一些名人访谈和短纪录片。

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The 5 things you need to know before the stock market opens today: the ADP releases its monthly metrics for private sector hiring later this morning, Tesla will release its own second quarter delivery numbers, health insurer Centene has pulled its 2025 earnings guidance, beverage conglomerate Constellation Brands missed quarterly estimates in its latest report, and Netflix and Spotify could be teaming up on a screen near you. 

 

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.