美股盤前要點 | 甲骨文Q1雲業務增速環比放緩 特斯拉擬在墨西哥投資150億美元
1. 美國三大股指期貨走低,納指期貨跌0.31%,標普500指數期貨跌0.25%,道指期貨跌0.09%。 2. 歐股升跌互現,德國DAX指數跌0.3%,英國富時100指數升0.44%,法國CAC指數跌0.12%,歐洲斯托克50指數跌0.17%。3. 全美獨立企業聯盟(NFIB)8月小型企業樂觀指數從7月創下的八個月高點91.9下降至91.3,連續第20個月低於98的49年平均值。4. 美國銀行9月基金經理調查:情緒不再悲觀,但尚未轉向樂觀。四分之三的人預計(美國)經濟將出現軟着陸或無着陸,近30%的人預計未來12個月內不會出現經濟衰退。5. 甲骨文2024財年Q1營收為125億美元,同比增長9%;雲業務營收46億美元,同比增長30%,低於上季度54%的增幅。6. 美國汽車工人聯合會(UAW)表示,與底特律三大汽車製造商的勞資談判取得了一些進展,但仍未達成協議。7. 墨西哥新萊昂州州長表示,特斯拉及其供應商將在未來兩年向墨西哥一家仍在建設中的工廠投資150億美元,是墨西哥官員此前宣佈的三倍。8. 馬斯克發帖稱:“特斯拉幾乎所有的長期價值都將來自AI和機器人,包括汽車和人形機器人。”9. 阿里巴巴集團新任CEO吳泳銘發佈全員信,宣佈確立兩大戰略重心:用户為先、AI驅動。10. 芯片設計公司Arm首次公開募股已獲得10倍超額認購,銀行計劃到週二下午就停止接受認購。11. 據韓國電子日報,三星電子正與微軟合作,使用微軟的Azure OpenAI服務開發聊天機器人。12. 理想汽車:2023年第37周(9.4-9.10)銷量創新高,達0.85萬輛。截至9月10日,理想汽車本月銷量已達1.11萬輛。13. 格芯週二在新加坡開設了一家半導體制造廠,耗資約40億美元,這是全球大規模生產擴張的一部分。14. 美國食品及藥物管理局(FDA)批准輝瑞及莫德納針對XBB.1.5變種病毒的改良版新冠疫苗。15. 美國銀行CFO披露,美銀第三季整體投資銀行業務收入同比下降30%至35%。16. 聯合包裹表示,與工會簽訂的新勞資協議,將導致協議期內的工資及福利開支,以3.3%年複式增長率上升。17. 德意志銀行官網宣佈成立德銀投資合夥企業,旨在為機構和高淨值客户提供私人信貸投資機會。
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