美股盤前要點 | 美國宣佈擴大芯片管制!鮑威爾將於凌晨重磅發聲
1. 美國三大股指期貨齊跌,納指期貨跌1.44%,標普500指數期貨跌0.8%,道指期貨跌0.11%。 2. 歐股主要指數集體下跌,德國DAX指數跌0.19%,英國富時100指數跌0.2%,法國CAC指數跌0.47%,歐洲斯托克50指數跌0.47%。3. 美國總統特朗普:美國在關税方面的收入達到了創紀錄的水平,通脹也在下降。4. 白宮週二宣佈,由於(中國)採取報復性措施,中國輸往美國的商品現面臨最高達245%的關税。5. 美聯儲主席鮑威爾將於週四凌晨1:30出席芝加哥經濟俱樂部活動並發表講話。6. 美國擴大芯片管制,針對出口至中國的英偉達H20、AMD MI308發佈新出口許可要求。7. 英偉達:在美國限制H20芯片對中國的出口後,公司將承擔55億美元的費用。8. 阿斯麥Q1訂單39.4億歐元,預計48.2億歐元;Q2業績指引低於預期,關税導致不確定性增加。9. 特斯拉因特朗普關税被迫暫停從中國進口Cybercab零部件,打亂量產計劃。10. 消息稱,因美國晶圓廠訂單激增,台積電為應對產能供不應求或將升價30%。11. 淘寶在海外爆火,衝上美區App Store免費應用下載榜第二。12. 歐盟批准衞材-百健的Leqembi用於早期阿爾茨海默氏症治療。13. 淡水河谷Q1鐵礦石產量同比降4.5%至6770萬噸;鐵礦石銷量增3.6%至6610萬噸。14. 力拓Q1鐵礦石出貨量創下2019年以來同期新低,皮爾巴拉鐵礦出貨7070萬噸鍊鋼原料。15. 美國聯合大陸航空Q1營收同比增5%至132.1億美元,扭虧錄得淨利潤3.87億美元。美股時段值得關注的事件:20:30 美國3月零售銷售月率21:15 美國3月工業產出月率22:00 美國2月商業庫存月率(格隆匯)
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