美股盤前要點 | 特朗普將發表“投資美國”講話!3月核心PCE數據重磅來襲
1. 美國三大股指期貨齊跌,納指期貨跌0.92%,標普500指數期貨跌0.58%,道指期貨跌0.05%。 2. 歐股主要指數普升,德國DAX指數升0.29%,英國富時100指數升0.13%,法國CAC指數升0.43%,歐洲斯托克50指數平盤。3. 美國總統特朗普將於美東時間11時舉行內閣會議,16時發表“投資美國”講話。4. 蘋果CEO庫克:希望最終能在美國生產iPhone,但前提是要有機械手臂技術。5. 亞馬遜據稱將在售價標示關税成本,傳特朗普致電貝索斯投訴相關做法。6. Meta推出基於Llama 4構建的獨立AI應用程序,可與公司AI眼鏡配套。7. 消息稱馬斯克已不再常駐白宮,政府效率部(DOGE)團隊將繼續工作。8. 特斯拉正在內華達州招聘一千多名新員工,以加快Semi卡車的量產。9. 英特爾稱客户即將試用其新生產流程,18A製程節點今年將實現正式量產。10. 部分義烏玩具商稱已接到沃爾瑪、塔吉特出貨通知,關税由美方承擔。11. 豐田汽車與Alphabet旗下Waymo同意探討合作,加快自動駕駛技術的開發和部署。12. CBS新聞母公司派拉蒙將與特朗普就針對“60分鐘”節目的訴訟達成和解。13. 阿里將即時零售業務淘寶“小時達”升級為“閃購”,餓了麼開啟平台“餓補超百億”大促。14. 大眾汽車Q1收入775.6億歐元,預估783.1億歐元;營業利潤28.7億歐元,預估34.8億歐元。15. Stellantis Q1營收358億歐元,同比下降14%,預估354億歐元;出貨量為122萬輛,同比下降9%。16. 瑞銀Q1營收為125.6億美元,淨利潤為16.9億美元,預估13.5億美元;瑞士信貸整合工作按計劃進行。17. Visa Q1淨營收95.9億美元,預估95.5億美元;調整後每股收益2.76美元,預估2.68美元。18. 星巴克第二財季淨營收88億美元,預估88.3億美元;同店銷售下滑1%,連續第五個季度下滑。19. 超微電腦公佈第三財季的初步業績,營收為45億至46億美元,調整後每股收益為0.29-0.31美元,均遜於預期。美股時段值得關注的事件:20:30 美國第一季度實際GDP年化季率初值22:00 美國3月核心PCE物價指數年率(格隆匯)
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