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美股盤前要點 | 高盛上調標普500年底預期至5600點 台積電3nm據稱升價超5%
1. 美國三大股指期貨升跌不一,納指期貨升0.18%,標普500指數期貨跌0.01%,道指期貨跌0.21%。 2. 歐股主要指數普遍上升,德國DAX指數升0.09%,英國富時100指數跌0.03%,法國CAC指數升0.39%,歐洲斯托克50指數升0.51%。3. 高盛策略師將對標普500指數的年底目標價由5200點上調至5600點。4. Evercore ISI首席股票和量化策略師Julian Emanuel“喊出”華爾街最高目標價:標普500指數年底前將升至6000點。5. 英偉達開源Nemotron-4 340B系列模型,可生成合成數據用於訓練大型語言模型。6. 消息稱台積電計劃升價,其中3nm或升價超5%,先進封裝升價10-20%。7. 消息稱上海正推動特斯拉全自動駕駛軟件落地試點:官方闢謠。8. 英特爾預計今年底將交付4000萬片酷睿Ultra處理器,2028年AI PC料將佔PC市場份額的80%。9. 消息稱OpenAI董事會考慮成立一家盈利性企業,或為IPO打開大門。10. 美國聯邦航空管理局(FAA)稱波音、空客被曝使用有問題鈦金屬材料;波音吿知供應商737系列飛機的關鍵生產里程碑將推遲三個月。11. 輝瑞兩款1類新藥在中國獲批臨牀,二者均擬開發治療成人中度至重度特應性皮炎。12. 激進投資者Starboard Value持有Autodesk約5億美元股份,擬推動變革。13. 法拉利CEO:未來幾年不會放棄內燃機,仍致力於為提供全系列的動力系統選擇。14. 老虎證券(香港)宣佈,獲批將虛擬資產交易服務拓展至香港零售投資者。15. 小鵬匯天旅航者X2在北京大興國際機場臨空經濟區正式完成首飛。美股時段值得關注的事件:20:30 美國6月紐約聯儲製造業指數
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