美股盤前要點 | 英偉達或面向中國推新款降級版AI芯片!特斯拉4月歐洲銷量大跌近50%
1. 美國推遲對歐盟進口商品加徵50%關稅的計劃,三大股指期貨集體上漲,納指期貨漲1.51%,標普500指數期貨漲1.39%,道指期貨漲1.27%。2. 歐股主要指數齊漲,德國DAX指數漲0.84%,英國富時100指數漲0.7%,法國CAC指數漲0.15%,歐洲斯託克50指數漲0.36%。3. 據報英偉達將面向中國市場推出新款降級版AI芯片,售價遠低於H20,最快6月量產。4. 特朗普威脅對外國製造的iPhone徵收25%關稅,加州總檢察長考慮起訴美國政府。5. 爆料稱蘋果將調整發布策略,一年發佈兩次iPhone新機,彌補上半年新機空窗期。6. 歐洲汽車製造商協會數據顯示,特斯拉4月在歐洲銷量7261輛汽車,同比下降49%。7. 馬斯克上週發帖稱,迴歸7x24小時工作狀態,將睡在工廠或服務器機房。8. 大摩:微軟投資OpenAl潛在有利影響未被充分重視,重申“增持”評級。9. 臺積電發聲明硬剛美芯片關稅,稱公司在美國亞利桑那州的投資計劃或受影響。10. 特朗普稱美國鋼鐵仍將由美國控制,日本製鐵或取得部分所有權。11. 美國司法部與波音達成不起訴協議,波音願意支付或投資逾11億美元。12. 傳特朗普媒體與技術集團擬籌集30億美元用於購買比特幣等加密貨幣,公司迴應稱爲“假新聞”。13. 麥當勞今年近半新餐廳將開在中國,九成採購本土化抵禦關稅波動。14. 沃爾沃將在全球裁員近3000人,預計產生至多15億瑞典克朗的一次性重組成本。15. 拼多多Q1營收同比增長10%至956.7億元,預估1016億元,調整後淨利潤169.2億元。16. 禾賽Q1營收同比增46.3%至5.3億元,激光雷達交付量同比增231.3%。17. 小馬智行Robotaxi車隊將於年內在迪拜啓動測試運營,明年推進全無人商業化運營。美股時段值得關注的事件:21:00 美國3月S&P/CS20座大城市未季調房價指數年率22:00 美國5月諮商會消費者信心指數22:30 美國5月達拉斯聯儲商業活動指數(格隆匯)
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