美股盤前要點 | 鮑威爾拒絕降息救市!台積電Q1淨利潤同比增超60%
1. 美國三大股指期貨升跌不一,納指期貨升0.89%,標普500指數期貨升0.54%,道指期貨跌1.49%。 2. 歐股主要指數齊跌,德國DAX指數跌0.64%,英國富時100指數跌0.57%,法國CAC指數跌0.86%,歐洲斯托克50指數跌0.71%。3. 美聯儲主席鮑威爾重申美聯儲將先觀望,待形勢更明確後再考慮降息行動。4. 英偉達CEO黃仁勛時隔3個月再次到訪北京,稱希望繼續與中國合作。5. 台積電Q1營收8392.5億新台幣,同比增長41.6%;淨利潤3615.6億新台幣,同比增長60.3%;預計下半年將開始量產2nm芯片。6. 愛馬仕Q1營收41.3億歐元,預估41.6億歐元;將在美國升價以抵消關税影響。7. 美國鋁業Q1銷售33.7億美元,預估34.5億美元;調整後每股收益2.15美元,預估1.68美元。8. 聯合健康Q1收入1095.8億美元,預估1115.6億美元;調整後每股收益7.2美元,預估7.27美元。9. 阿斯麥:預計今年中國市場表現強於預期,沒有在美國設廠計劃。10. 禮來公佈口服小分子GLP-1受體激動劑ACHIEVE-1的積極3期頂線結果。11. 李彥宏將在百度Create開發者大會發表2025年首場演講,並帶來多項新發布。12. Zoom週三出現服務中斷,影響至少數萬名美國用户。13. 若特朗普不降低關税,福特汽車準備於下個月提高汽車價格。14. 阿克曼旗下對沖基金潘興廣場對赫茲持股比例達19.8%,成為公司第二大股東。15. 法拉第未來闢謠高管減持傳聞,近期並未減持任何公司股份。美股時段值得關注的事件:20:30 美國3月新屋開工總數年化/美國3月營建許可總數/美國至4月12日當週初請失業金人數/美國4月費城聯儲製造業指數(格隆匯)
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