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美股盤前要點 | ARM IPO每股定價47-51美元 高盛下調美國陷入衰退可能性至15%
格隆匯 09-05 20:35
1. 美國三大股指期貨普跌,納指期貨跌0.4%,標普500指數期貨跌0.23%,道指期貨跌0.08%。 2. 歐股升跌不一,德國DAX指數跌0.07%,英國富時100指數升0.15%,法國CAC指數跌0.09%,歐洲斯托克50指數跌0.01%。3. 由於聯邦政府新財年的預算案仍卡在國會未獲通過,聯邦政府或將在10月1日新財年開始前因無錢運轉而陷入停擺。4. 高盛:美國陷入衰退的可能性為15%,低於之前的20%,原因是目前美國的通脹降温,但勞動力市場仍然有彈性。5. 申請文件顯示,ARM將每股ADS定價在47-51美元之間,總計發行9550萬股ADS,該公司計劃在美國IPO中籌資48.7億美元。6. 黑石和Airbnb將加入標準普爾500指數,取代林肯國民公司和紐威品牌公司,變動將於9月18日交易開始前生效。7. 傳Meta與LG電子將於2025年推出高端AR設備,預計命名為“Quest 4 Pro”,定價將低於Vision Pro的3499美元。8. 特斯拉在美開放城市街道自動駕駛功能,該功能可讓車輛在複雜的城市環境中自動駕駛。9. 越南電動汽車製造商VinFast CEO:對公司在納斯達克上市後的股價波動並不擔憂,相信VinFast的潛力。10. 英特爾宣佈和高塔半導體達成新的代工協議,後者將投資至多3億美元。11. 瑞士製藥商諾華表示,已起訴美國政府,試圖阻止醫療保險藥品價格談判計劃。12. 電動汽車製造商Rivian任命前保時捷汽車北美公司首席執行官Kjell Gruner為首席商務官兼業務增長總裁。13. 高通週二在一份聲明中表示,將向豪華汽車製造商梅賽德斯-平治和寶馬供應車載信息娛樂系統芯片。14. 沃達豐計劃與亞馬遜的低地球軌道衞星星座Project Kuiper合作,擴大其4G和5G電信網絡在歐洲和非洲的覆蓋範圍。15. 華納兄弟探索公司將今年調整後EBITDA預估下調至105億-110億美元,稱編劇和演員罷工產生影響。16. 馬斯克表示可能控吿反誹謗聯盟(ADL)誹謗社交媒體X,稱因ADL的影響,X的美國廣吿收入減少六成。17. 李彥宏透露,將在不久後推出文心大模型4.0版本,百度的目標是打造好大模型的基礎能力,支持好AI原生應用開發。18. 小鵬汽車副董事長兼總裁顧宏地表示,小鵬計劃明年進入德國、英國、法國等市場。19. 攜程Q2淨營收112億元,同比增長180%,環比增長22%;歸屬公司股東淨利潤6.31億元,同比大增814.49%。美股時段值得關注的事件:22:00 美國7月工廠訂單月率
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