美股盤前要點 | 傳美國要求各國週三前提交最優關税方案!德銀上調標指年底目標至6550點
1. 美國三大股指期貨小幅下跌,納指期貨跌0.01%,標普500指數期貨跌0.08%,道指期貨跌0.16%。2. 歐股主要指數升跌不一,德國DAX指數升0.04%,英國富時100指數升0.16%,法國CAC指數、歐洲斯托克50指數跌0.15%。3. 消息稱美國希望參與高級關税談判的國家在週三之前就貿易談判提出“最佳報價”。4. 德銀將標普500指數年底目標上調至6550點,因關税對企業盈利影響降低且美國經濟表現強勁。5. 花旗:Siri AI更新將缺席蘋果開發者大會,投資人對此次活動期待值偏低,維持“買入”評級及目標價240美元。6. 繼上個月宣佈裁員6000人後,微軟再裁員超過300人。7. 特斯拉5月在挪威的新車註冊量同比暴增213%至2600輛,因Model Y大受歡迎。8. Meta和星座能源簽署為期20年的協議,將從2027年年中開始購買核電。9. 谷歌未來10年將斥資5億美元改革合規結構,以解決股東對其違反反壟斷法的指控。10. 據報Meta目標明年年底前讓品牌商能夠利用其AI工具全面製作和投放廣吿。11. 台積電:預計今年業績將“穩步增長”,銷售額增速將在20%區間中段,利潤將創新高。12. 摩根大通:將沃爾瑪列入最佳夏季投資名單,未來18個月目標價130美元。13. 美國一名聯邦法官取消原定於6月23日的對波音737 MAX客機所涉兩起空難案的審判。14. 迪士尼據稱將在全球裁減數百名僱員,針對電影及電視推廣、宣傳等部門的員工。15. 蔚來Q1總收入120.347億元,同比增長21.5%;交付量為42094輛,同比增長40.1%。美股時段值得關注的事件:22:00 美國4月工廠訂單月率/美國4月JOLTs職位空缺(格隆匯)
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