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美股盤前要點 | 黃仁勛稱收到大量H20芯片訂單!特斯拉大六座Model Y L將於今秋上市
格隆匯 07-16 20:25
1. 美國三大股指期貨升跌不一,納指期貨跌0.11%,標普500指數期貨升0.04%,道指期貨升0.23%。2. 歐股主要指數普升,德國DAX指數升0.33%,英國富時100指數升0.32%,法國CAC指數升0.01%,歐洲斯托克50指數跌0.19%。3. 英偉達CEO黃仁勛:確信H20芯片許可證會很快通過,現在已經有很多訂單。4. 阿斯麥Q2訂單額55.4億歐元、毛利率53.7%,均超預期;CEO警吿稱2026年可能無法實現增長。5. 瑞銀分析:蘋果iPhone Fold成本較三星低4%,定價或下探至1800美元。6. 特斯拉大六座Model Y L將於今秋上市交付,售價或在40萬元左右。7. 消息稱台積電在熊本建設第二家工廠的計劃已於近期啟動。8. 花旗考慮發行穩定幣以促進數字支付,並探索加密資產託管業務。9. IATA總幹事:美國關税前景未明,或導致航空公司不願接收飛機。10. 京東:將投入20億為全職外賣騎手升級福利,截至二季度末,全職騎手突破15萬人。11. 英國巴克萊銀行因金融犯罪風險管控不力被英國金融行為監管局罰款4200萬英鎊。12. 卡地亞母公司瑞士歷峯集團首財季銷售額為54.12億歐元,同比增長2.73%。13. 摩根士丹利Q2淨營收同比增長11.8%至167.9億美元,每股收益2.13美元,均超預期。14. 高盛Q2淨營收同比增長5%至145.8億美元,每股收益10.91美元,均超預期。15. 美國銀行Q2營收同比增長4%至264.6億美元,低於預期;每股收益0.89美元。16. 強生Q2營收237.4億美元,調整後每股收益2.77美元,均超預期;上調全年業績指引。美股時段值得關注的事件:20:30 美國6月PPI月率及年率21:15 美國6月工業產出月率(格隆匯)
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