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美股盤前要點 | 特朗普税改法案在眾議院獲批!英偉達AI芯片在華市佔率降至50%
1. 美國三大股指期貨齊跌,納指期貨跌0.48%,標普500指數期貨跌0.48%,道指期貨跌0.53%。 2. 歐股主要指數集體下跌,德國DAX指數跌1.08%,英國富時100指數跌1%,法國CAC指數跌1.26%,歐洲斯托克50指數跌1.23%。3. 特朗普税改法案在眾議院以微弱優勢獲批,後續將提交參議院。4. 美聯儲理事沃勒:如果關税下降,預計美聯儲將在2025年下半年降息。5. 黃仁勛:美國出口管制措施導致英偉達AI芯片在中國市場佔有率由95%急降至50%。6. 亞馬遜:並未看到關税導致消費者需求發生明顯轉變及電商平台上商品明顯升價。7. 美國總統特朗普稱正考慮讓房利美和房地美上市,將在近期作出決定。8. 台積電等廠商紛紛建言美商務部,提議豁免半導體相關關税。9. 據報沃爾瑪在科技部門裁員,裁員規模略低於1500人。10. 據報耐克將在美國市場對大範圍的產品升價,預計最快本週實施。11. 波音預期未來數月可維持737 MAX客機每月產量38架上限水平。12. AT&T以現金57.5億美元收購Lumen Technologies旗下零售光纖業務。13. 美國務卿魯比奧稱雪佛龍在委內瑞拉經營許可不會延期。14. Zoom首財季營收同比增長2.9%至11.7億美元,經調整每股盈利1.35美元,超預期。美股時段值得關注的事件:20:30 美國至5月17日當週初請失業金人數21:45 美國5月標普全球製造業/服務業PMI初值22:00 美國4月成屋銷售總數年化(格隆匯)
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