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美股盤前要點 | 小摩轉向戰術性看升美股!英偉達闢謠分拆中國業務
1. 美國三大股指期貨升跌不一,納指期貨跌0.3%,標普500指數期貨跌0.19%,道指期貨升0.29%。 2. 歐股主要指數升跌不一,德國DAX指數升0.68%,英國富時100指數升0.25%,法國CAC指數、歐洲斯托克50指數跌0.2%。3. 摩根大通交易部門轉向戰術性看升美股,但警吿反彈勢頭恐難持久。4. 大摩分析師Michael Wilson:美元走軟將支撐企業盈利,有助於美股跑贏全球其他市場。5. 消息稱特朗普擬辦“投資美國”活動,英偉達、禮來、軟銀等CEO獲邀。6. 傳英偉達將分拆中國業務,迴應:完全為假消息。7. 消息稱特斯拉Semi電動半掛卡車量產計劃有所調整,預計今年底開始生產。8. 亞馬遜從美國佛羅里達州卡納維拉爾海角發射第一批次的27顆Kuiper互聯網衞星。9. 江蘇和浙江部分製造商已接到沃爾瑪等美國主要零售商的通知,要求近日恢復發貨。10. 阿里千問3登頂全球最強開源模型,參數僅為DeepSeek-R1三分之一。11. 有消息稱索尼正考慮年內分拆旗下半導體業務,迴應:暫無具體計劃。12. 包括南非、法國及日本等多個國家據稱就與美國關税談判向高盛尋求建議。13. 美國消費者金融保護局撤銷富國銀行1.95萬億美元的資產限制令。14. 通用汽車Q1淨銷售額同比增長2.3%至440.2億美元,預估430.3億美元;調整後息税前利潤同比下降9.8%至34.9億美元,預估34.5億美元。15. 聯合包裹Q1營收215億美元,營業利潤為17億美元;預計今年將裁員2萬人並關閉部分設施。16. 阿斯利康Q1總營收同比增長10%至135.9億美元,預估138億美元;核心每股收益2.49美元,同比增長21%;或因未支付進口税面臨中國罰款。17. 匯豐Q1除税前利潤94.8億美元,預估78.3億美元;擬展開最多達30億美元的股份回購。18. 保時捷Q1營收88.6億歐元,預估89.8億歐元;營業利潤7.6億歐元,預估8.38億歐元;下調今年營收預測。19. 德意志銀行Q1淨營收85.2億歐元,預估83億歐元;除税前利潤28.4億歐元,預估26.3億歐元。20. 恩智浦Q1營收28.4億美元,預估28.3億美元;調整後每股收益2.64美元,預估2.6美元;就不確定性發出警吿,並任命新CEO。美股時段值得關注的事件:21:00 美國2月FHFA房價指數月率/美國2月S&P/CS20座大城市未季調房價指數年率22:00 美國3月JOLTs職位空缺/美國4月諮商會消費者信心指數(格隆匯)
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