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美股盤前要點 | 12月“恐怖數據”來襲！台積電Q4業績超預期
1. 美國三大股指期貨升跌不一，納指期貨升0.33%，標普500指數期貨升0.14%，道指期貨跌0.19%。 2. 歐股主要指數集體上升，德國DAX指數升0.16%，英國富時100指數升0.6%，法國CAC指數升2.1%，歐洲斯托克50指數升1.46%。3. 台積電Q4營收同比增長38.8%至新台幣8684.6億元，税後純益同比增57.0%至新台幣3746.8億元，均超預期；2025年資本支出預估將介乎380-420億美元。4. 美國銀行Q4營收同比增長11%至253.5億美元，利潤翻倍至66.7億美元；每股盈利0.82美元，市場預期0.77美元。5. 聯合健康Q4營收同比增長6.8%至1008.1億美元，市場預期1016億美元；調整後每股收益6.81美元，市場預期6.73美元。6. “新債王”岡拉克：美聯儲立場反覆，預計今年內只降息一次。7. 特朗普、馬斯克與微軟CEO會面，討論人工智能和網絡安全問題。8. 黃仁勛：預期今年CoWoS整體產能可繼續大幅增加，Blackwell系統已開始銷售給全球客户。9. 蘋果正在與巴克萊洽談，希望巴克萊取代高盛作為其信用卡合作伙伴。10. 摩根大通CEO戴蒙：基本情景下將留任現職數年，繼任安排正在進行中。11. 貝萊德：中國市場仍然具備明顯投資機會，重啟QDLP項目。12. 消息稱美光將加入16-Hi HBM3E競爭，已在進行最終設備評估。13. 歐洲汽車製造商Stellantis第四季度合併出貨量預估為139.5萬台，同比下降9%。14. 美國各州監管機構因洗錢政策不足對Block處以8000萬美元罰款。15. 美國聯邦貿易委員會(FTC)起訴農業設備公司迪爾公司，稱其壟斷維修服務。16. 杜邦表示，將如期在11月完成分拆電子業務，不再尋求分拆水務分支。17. 美國運輸部起訴西南航空，要求其為“長期、非法的航班延誤”負責。18. 力拓第四季度鋁土礦產量1,540萬噸，同比增長2%，預估1,362萬。19. 多鄰國公佈，1月13日，開始在App上學習中文的美國用户數同比暴增了約216%。美股時段值得關注的事件：21:30 美國12月零售銷售月率/美國12月進口物價指數月率/美國至1月11日當週初請失業金人數23:00 美國至1月11日當週初請失業金人數(格隆匯)
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