LLY

重要新闻
1. 市场已削减对美联储在10月27日-28日政策会议上加息的预期。
个股新闻
1. 西南资本(CSWC.US)Q2初步业绩超预期，净投资收入每股0.56-0.57美元。
2. 据用户反馈，亚马逊(AMZN.O)正在阻止马斯克旗下AI代理Grok Bots下单。
3. 法拉利(RACE.N)将于11月3日公布2026年第三季度财务业绩。
4. 高盛10月15日发布研报指出，微软(MSFT.O)2027财年第一财季（2026年第三季度）Azure云业务收入按固定汇率计算的增速，在上行情景下可能达到46%至47%，高于公司44%至45%的指引及市场约45%的一致预期。
5. 苹果(AAPL.O)首款折叠屏手机iPhone Duo国内正式开售仅一分钟，全型号库存迅速售空，多家线上平台已显示无货。
6. 谷歌(GOOG.O)母公司Alphabet旗下自动驾驶公司Waymo宣布进军加拿大，将在多伦多建设运营设施并创造就业岗位，目标是于2028年迎来首批乘客。
7. 礼来(LLY.N)表示，其口服减肥药Foundayo获得欧盟监管机构批准。(Historical earnings: For fiscal 2026 Q2 (period ended 2026-06-30), Alphabet reported basic EPS of 14.41, diluted EPS of 14.24, net income of USD 174.771 billion, and revenue of USD 229.692 billion. In the prior-year period ended 2025-06-30, basic EPS was 5.16, diluted EPS was 5.12, net income was USD 62.736 billion, and revenue was USD 186.662 billion. For fiscal 2026 Q1 (period ended 2026-03-31), basic EPS was 5.17, diluted EPS was 5.11, net income was USD 62.578 billion, and revenue was USD 109.896 billion. Consensus expectations: For fiscal 2026 Q3, consensus expects EPS of 3.0235 and revenue of USD 127.401 billion. For fiscal 2026 Q4, consensus expects EPS of 3.3456 and revenue of USD 141.593 billion.)