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美股盤前要點 | 特朗普“關稅大棒”將落地!3月“小非農”數據超預期

1. 美國三大股指期貨齊跌,納指期貨跌1.2%,標普500指數期貨跌0.98%,道指期貨跌0.77%。 2. 歐股主要指數集體下跌,德國DAX指數跌1.66%,英國富時100指數跌0.9%,法國CAC指數跌0.99%,歐洲斯託克50指數跌1.12%。3. 美國3月ADP就業人數增加15.5萬人,預估增加11.5萬人,前值爲7.7萬人。4. 美國財長貝森特:將於週三公佈的關稅是“上限”,即最高水平。5. 消息稱特朗普政府計劃發佈一項行政命令,放寬軍事裝備出口規定。6. 摩根大通:關稅的負面影響未完全反映,金融市場仍有至少3個月的痛苦期。7. 高盛:估計今年針對美國的抵制行動將造成280億至830億美元的經濟損失。8. 特斯拉中國3月批發銷量7.88萬輛,環比大增超156%,同比則下降11.5%。9. 富國銀行:重申特斯拉“減持”評級,股價或再跌53%,投資者應做好準備。10. Meta基礎人工智能研究小組(FAIR)副總裁Joelle Pineau將於五月離職。11. 高通收購越南初創人工智能公司VinAI旗下生成式AI部門。12. 消息稱沃爾瑪被約談後繼續推動中國供應商降價,以抵消關稅影響。13. Visa據稱提出約1億美元報價,爭奪與蘋果信用卡合作關係。14. 阿斯利康公佈一項在研新型降脂藥物的臨牀數據,可將“壞膽固醇”降低近51%。15. 豐田第一季度在美國的銷量同比增長約1%,至57.03萬輛。16. 遊戲平臺Roblox將與谷歌合作提供遊戲內廣告,以開拓更多收入。17. 小鵬汽車發行首單汽車融資租賃“出表型”綠色債券通ABN,總規模達8.95億元。美股時段值得關注的事件:22:00 美國2月工廠訂單月率(格隆匯)

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