美股盤前要點 | 美國6月“非農”及失業率數據重磅來襲!美政府取消對華EDA出口限制
1. 美國三大股指期貨小幅上升,納指期貨升0.05%,標普500指數期貨、道指期貨升0.07%。2. 歐股主要指數升跌不一,德國DAX指數升0.13%,英國富時100指數升0.48%,法國CAC指數跌0.07%,歐洲斯托克50指數跌0.11%。3. 受美國獨立紀念日假期影響,美股將於7月4日休市一日。4. “大而美”税改法案在美國眾議院闖過程序性關卡,為展開辯論和最終投票鋪平道路。5. 美政府取消對華EDA出口限制,西門子、新思科技和楷登電子恢復對華供貨。6. 摩根資管:美國核心通脹可能在第四季見頂,預期今年美聯儲僅降息一次。7. 6月特斯拉國內銷量6.1萬輛,環比上升59%,同比上升3.7%。8. 知名投資者Ross Gerber警吿:馬斯克與特朗普互掐或給特斯拉造成致命打擊,股價恐腰斬。9. Moffett Nathanson:維持蘋果“賣出”評級,目標價139美元,為華爾街最悲觀預測。10. 達美航空一架波音737-900ER型客機在飛行途中左翼襟翼部分脱落,墜入居民區。11. OpenAI緊急公吿:並未與Robinhood合作,否認與其平台上的OpenAI代幣有關。12. OpenAI同意從甲骨文的數據中心租用大量算力,作為加碼“星際之門”計劃的一部分。13. 電動車製造商Lucid第二季交付3309輛汽車,遜於市場預期的3611輛。14. 據報維權投資者Starboard Value在在線旅遊公司Tripadvisor建立超過9%的股份。15. 小馬智行宣佈,已在盧森堡部署多輛Robotaxi,正式啟動道路測試。美股時段值得關注的事件:20:30 美國5月貿易帳/美國6月季調後非農就業人口/美國6月失業率/美國至6月28日當週初請失業金人數21:45 美國6月標普全球服務業PMI終值22:00 美國5月工廠訂單月率/美國6月ISM非製造業PMI(格隆匯)
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