美股盤前要點 | 英偉達擬推新一代人形機器人芯片 特斯拉闢謠Cybertruck 1月國內開售
1. 美國三大股指期貨齊跌,納指期貨跌0.39%,標普500指數期貨跌0.32%,道指期貨跌0.22%。 2. 歐股主要指數升跌不一,德國DAX指數跌0.01%,英國富時100指數跌0.1%,法國CAC指數升0.16%,歐洲斯托克50指數升0.05%。3. 高盛:預測美聯儲明年3月才降息25個基點,第二季停止縮表。4. 高盛:預測2035年全球人形機器人出貨量將達140萬台,市場規模約380億美元。5. Galaxy Research:看好比特幣明年上半年突破15萬美元,第四季測試或達18.5萬美元。6. 機構:美國信用卡違約率達創2008年金融危機以來的最高水平。7. 英偉達將於2025年上半年推出最新一代人形機器人芯片Jetson Thor。8. 美聯邦貿易委員會對微軟發起反壟斷調查,重點關注軟件捆綁銷售。9. 特斯拉Cybertruck明年1月在國內開售?官方闢謠:假消息。10. 分析師普遍預計特斯拉第四季度交付量約51.1萬輛,將高於去年同期的484,507輛。11. 谷歌CEO稱2025年“打造大型新業務”是重中之重,包括Gemini應用。12. 因濟州航空墜機事件,韓國交通部考慮對波音737-800飛機進行專項檢查。13. 消息稱台積電2025年進一步調升先進製程、CoWoS代工價格,升幅最高20%。14. 美國電信公司AT&T和Verizon承認遭黑客攻擊,正在監控和修復網絡。15. 瑞士藥廠羅氏CEO:集團無意裁員,而業務表現健康、沒有增長瓶頸的問題。16. 因面臨嚴格審查,聯合健康和Amedisys擬延長合併交易最後期限。17. 巴菲特旗下伯克希爾哈撒韋近日連續增持VeriSign,持股比例增至13.7%。18. 繼超2萬名京東客服升薪通知後,京東科技宣佈2025年將實現全員平均20薪。19. 禾賽科技12月激光雷達交付量突破10萬台,機器人領域月交付超過2萬台。美股時段值得關注的事件:22:00 美國10月FHFA房價指數月率(格隆匯)
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