美股盤前要點 | 小摩稱美股最差回調時期或已結束!英特爾任命陳立武爲新任CEO
1. 美國三大股指期貨齊跌,納指期貨跌0.56%,標普500指數期貨跌0.38%,道指期貨跌0.3%。 2. 歐股主要指數集體下跌,德國DAX指數跌0.8%,英國富時100指數跌0.19%,法國CAC指數跌0.44%,歐洲斯託克50指數跌0.52%。3. 特朗普:如果歐盟不取消烈酒稅,計劃對葡萄酒和香檳徵收200%的報復性關稅4. 摩根大通:美股最差的回調時期可能已經過去,因信貸市場顯示經濟衰退的風險降低。5. 高盛:美股表現可能會繼續落後,重申把投資分散到美國以外資產的建議。6. 巴克萊預計美聯儲今年6月和9月分別降息一次,此前預測是6月降息一次。7. 消息稱特斯拉正與百度合作,以改善其先進駕駛輔助系統(ADAS)在中國的表現。8. 渾水創始人Block:不會沽空特斯拉,馬斯克總能製造驚喜。9. 英特爾任命Lip-Bu Tan(陳立武)爲公司首席執行官,將於3月18日生效。10. 谷歌開源最新多模態大模型Gemma-3,主打低成本高性能。11. 谷歌DeepMind發佈用於機器人的人工智能模型Gemini Robotics和Gemini Robotic-ER。12. 美國聯邦貿易委員會正推進拜登政府執政末期對微軟的大規模反壟斷調查。13. 消息稱英偉達高管再訪三星工廠,HBM3E供應或進入最後衝刺階段。14. 飛機租賃公司AerCap稱,關稅最壞情況下或令波音787飛機漲價4000萬美元。15. 美國鋁業:美國對從加拿大進口鋁徵關稅將造成數千萬美元的損失。16. 阿里巴巴推出AI旗艦應用新誇克,爲2億用戶帶來全新的AI體驗。17. 美國精神航空完成財務重組、大幅減少債務,尋求儘快重新上市。18. Adobe第一財季營收57.1億美元,預估56.6億美元;調整後每股收益5.08美元,預估4.97美元。美股時段值得關注的事件:20:30 美國2月PPI月率及年率/美國至3月8日當週初請失業金人數(格隆匯)
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