美股盤前要點 | 傳特朗普擬對進口商品徵約20%關税!造車新勢力公佈3月交付成績單
1. 美國三大股指期貨齊跌,納指期貨跌0.48%,標普500指數期貨跌0.5%,道指期貨跌0.59%。 2. 歐股主要指數集體上升,德國DAX指數升1.3%,英國富時100指數升0.78%,法國CAC指數升0.88%,歐洲斯托克50指數升1.04%。3. 總統特朗普將於當地時間4月2日下午3點(北京時間3日凌晨3點)宣佈對等關税。4. 消息稱特朗普助手起草提案,擬對大多數輸美商品徵收約20%關税。5. 貝萊德CEO:市場對經濟衰退的焦慮超過近期印象中的任何時候。6. 美國商務部長Howard Lutnick暗示可能拒絕已承諾的《芯片法案》撥款。7. 馬斯克計劃5月底辭去DOGE工作,特朗普:總有一天會離任,但會盡可能留住。8. 郭明錤:蘋果採購英偉達GPU規模過小,對AI佈局沒有太大意義。9. 通用汽車、福特及Stellantis遊説美國總統特朗普政府豁免針對若干汽車零件的關税。10. 英特爾CEO陳立武:18A製程節點正推進,首個外部客户的流片工作即將完成。11. 消息稱全球第三大晶圓代工廠格芯正評估與聯電合併的可能性。12. AMD完成對數據中心解決方案供應商ZT Systems的收購,交易價值為49億美元。13. 因機翼安裝延誤,波音737 MAX飛機月產量從38架降至31架。14. 洛克希德馬丁公司獲美國陸軍授予價值高達49.4億美元的導彈合同。15. 吉利德中國迴應裁員:正進一步調整資源,為長效HIV新藥等近期上市的產品做準備。16. 新勢力3月交付成績單公佈:極氪科技集團3月銷量40,715台,同比增長24.6%。理想汽車3月交付新車36,674輛,同比增長26.5%。小鵬汽車3月交付智能電動汽車33,205輛,同比增長268%。蔚來3月交付15039輛汽車,同比增長26.7%。美股時段值得關注的事件:21:45 美國3月標普全球製造業PMI終值22:00 美國2月營建支出月率/2月JOLTs職位空缺/3月ISM製造業PMI(格隆匯)
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