美股盤前要點 | 對沖基金Q1削減美股科技七巨頭倉位!谷歌發佈AI全家桶
1. 美國三大股指期貨齊跌,納指期貨跌0.55%,標普500指數期貨跌0.51%,道指期貨跌0.7%。 2. 歐股主要指數升跌不一,德國DAX指數跌0.11%,英國富時100指數升0.1%,法國CAC指數跌0.58%,歐洲斯托克50指數跌0.35%。3. 高盛:對沖基金一季度削減美股科技七巨頭倉位,增持阿里巴巴、拼多多等中國ADR。4. 蘋果2025年全球開發者大會(WWDC 2025)定檔北京時間6月10日至14日。5. 谷歌發佈AI全家桶Google AI Ultra,整合大模型及30T雲存儲,每月訂閲費249.99美元。6. 馬斯克:xAI以及特斯拉將向英偉達及AMD訂購更多圖像處理器(GPU)芯片。7. 特斯拉將按計劃於下月在奧斯汀推出自動駕駛出租車服務,明年底有望突破100萬輛。8. 亞馬遜為數年前退貨提供退款,總額可能高達數億美元。9. 高通和小米簽署全新多年合作協議,小米旗艦智能手機將持續搭載驍龍8系移動平台。10. 英飛凌與英偉達合作開發下一代電源系統,革新未來AI數據中心的電力傳輸架構。11. 據報Wolfspeed準備在未來數週內申請破產,債權人提出的債務重組建議已經獲批。12. 伯克希爾哈撒韋退出卡夫亨氏董事會,後者正評估潛在戰略交易。13. 日本製鐵執行副總裁森孝弘表示,集團仍維持全面收購美國鋼鐵的目標不變。14. 香奈兒2024年營收同比減少5.3%至187億美元,營業利潤同比下滑30%至44.8億美元。15. 百度Q1營收同比增長3%至324.52億元,超預期;歸屬於公司淨利潤同比增42%至77.17億元。16. 小鵬汽車Q1總收入同比增加141.5%至158.1億元,超預期;淨虧損從13.7億元收窄至6.6億元。17. 文遠知行Q1收入7244萬元,Robotaxi收入1610萬元,毛利率35%持續領跑行業。18. Palo Alto Networks第三財季銷售額同比增長15%至22.9億美元,淨利潤同比下滑約6%至2.62億美元。(格隆匯)
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.