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美股盤前要點 | 特朗普宣佈暫停“對等關税”90天!美國3月CPI數據重磅來襲
1. 美國三大股指期貨齊跌,納指期貨跌2.38%,標普500指數期貨跌1.95%,道指期貨跌1.44%。 2. 歐股主要指數大升,德國DAX指數升4.97%,英國富時100指數升超4%,法國CAC指數升4.74%,歐洲斯托克50指數升5.09%。3. 美國總統特朗普宣佈暫停“對等關税”90天以期進行貿易談判,仍保留10%基準關税。4. 歐盟同意將原定於4月15日針對美國關税的反制措施暫停90天,進一步反制措施的準備工作仍在繼續。5. 花旗建議投資者不應追高或趁低買入,現階段不是增加風險資產的時機。6. 消息稱特朗普政府將暫停對英偉達H20芯片的出口限制。7. 美銀:蘋果將iPhone組裝轉移到美國在技術上可行,成本料飆逾90%。8. 消息稱蘋果包機從印度向美國運送600噸iPhone,或多達150萬部。9. 微軟將放緩或暫停部分在美國興建數據中心的計劃,仍計劃投資逾800億美元擴展AI基建。10. 微軟被曝正在考慮進行新一輪裁員,最早可能在下個月進行。11. 谷歌重申今年750億美元資本支出計劃,加倍押注生成式AI。12. 特斯拉在美國開放80個崗位招聘,推進Optimus人形機器人項目。13. 台積電3月營收為2859.57億元新台幣,環比增10%,同比增46.5%。14. 美國總統特朗普表示,不希望看到美國鋼鐵落入日本人之手。15. 百度文心大模型4.5 Turbo將在4月25日的百度Create開發者大會上正式亮相。美股時段值得關注的事件:20:30 美國3月未季調CPI年率/美國3月季調後CPI月率/美國至4月5日當週初請失業金人數(格隆匯)
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