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美股盤前要點 | 美國“對等關税”超預期!納指期貨大跌3.7% 蘋果盤前跌超7%

1. 美國三大股指期貨大幅下跌,納指期貨跌3.72%,標普500指數期貨跌3.25%,道指期貨跌2.72%。 2. 歐股主要指數升齊跌,德國DAX指數跌1.84%,英國富時100指數跌1.4%,法國CAC指數跌2.63%,歐洲斯托克50指數跌2.61%。3. 美國總統特朗普簽署“對等關税”行政令,宣佈設立10%的“最低基準關税”;另外,美國對進口汽車加徵25%的關税。4. 惠譽:美國進口關税税率飆升至22%,為1910年來最高,許多國家或會陷入經濟衰退。5. 瑞銀:隨着進口成本滲透到消費者價格中,美國的通脹率可能會升至5%左右。6. 韋德布什Dan Ives:關税措施對市場的影響比預期要糟糕,科技股將面臨“重大”壓力。7. 蘋果CEO庫克一年內三次減持蘋果股票,累計套現超1.1億美元。8. 消息稱微軟暫停或推遲美國、英國、澳大利亞等多地的數據中心項目。9. 特斯拉上海超級工廠Q1國內交付13.72萬輛,創下自2022年以來同期最高紀錄。10. 大摩維持特斯拉“增持”評級,目標價為410港元,未來商業機會或被大大低估。11. 亞馬遜最快將於4月9日發射首批27顆衞星,為其太空網絡計劃提供支援。12. 波音公司CEO:已實施全面改革,以減少生產線上的缺陷和故障數量。13. 消息稱AppLovin及亞馬遜據稱有意收購TikTok美國業務。14. 拼多多將推出重磅惠商計劃“千億扶持”,加碼高質量電商生態建設。美股時段值得關注的事件:20:30 美國至3月29日當週初請失業金人數/美國2月貿易帳21:45 美國3月標普全球服務業PMI終值22:00 美國3月ISM非製造業PMI(格隆匯)

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