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美股盤前要點 | xAI發佈Grok 3聊天機器人!台積電或收購英特爾代工業務20%股權
1. 美國三大股指期貨齊升,納指期貨升0.43%,標普500指數期貨升0.33%,道指期貨升0.15%。 2. 歐股主要指數升跌不一,德國DAX指數跌0.04%,英國富時100指數升0.07%,法國CAC指數升0.06%,歐洲斯托克50指數升0.15%。3. 瑞銀預計今年金價將升至3200美元的紀錄新高,高盛將年底金價預期上調至3100美元。4. 美媒:特朗普稱原計劃4月1日愚人節對進口汽車徵税,但因“迷信”推遲至2日。5. 據SEC文件披露,資產管理業界上季顯著增持美國上市的比特幣ETF。6. 古爾曼:蘋果擬將Apple Intelligence引入Vision Pro,搭載M5芯片的MacBookPro今秋推出。7. 馬斯克旗下xAI發佈Grok 3聊天機器人,並推出名為Deepsearch的智能搜索引擎。8. 特斯拉煥新版Model Y在上海超級工廠正式量產,將於2月下旬開始交付。9. 消息稱台積電可能收購英特爾代工服務(IFS)部門20%的股權。10. 新加坡貿工部官員稱,英偉達向新加坡銷售產品佔其總收入的不到1%。11. Meta投資研發基於AI驅動的仿生機器人,在Reality Labs部門成立專門團隊。12. 若日產社長內田誠卸任,本田據悉將重啟與日產談判。13. 戴爾接近達成協議向xAI出售人工智能服務器,價值逾50億美元。14. 波音據稱將新建造的總統專機“空軍一號”的交付時間延遲至2029年或更後期。15. 西南航空將裁減約15%企業職位,涉及約1750人,以降低成本並精簡架構。16. 諾基亞收購美國網絡設備製造商Infinera的交易據稱將獲歐盟批准。17. 百度Q4營收341億元,預估333.9億元;經調整每ADS盈利19.18元,預估14.13元。百度搜索宣佈全面接入DeepSeek和文心大模型深度搜索功能。18. 必和必拓上半年淨利潤同比下滑23%至44.2億美元,分析師預期53.8億美元;中期股息每股0.5美元,創2017年以來同期新低。19. 特朗普媒體科技集團2024年虧損超4億美元,收入下降12%至360萬美元。美股時段值得關注的事件:21:30 美國2月紐約聯儲製造業指數(格隆匯)
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