美股盤前要點 | 美國2月PCE核心通脹低於預期 歐洲3月核心通脹年率創新高 多位美聯儲官員週五發表講話
格隆匯3月31日丨1.美股股指期貨走高,納指期貨升0.07%,標普500期貨升0.21%,道指期貨升0.34%。2.歐股普升,德國DAX指數升0.52%,英國富時指數升0.26%,法國CAC指數升0.6%,歐洲斯托克50指數升0.47%。3.美國2月核心PCE物價指數環比增長0.3%,低於預期的0.4%;美國2月PCE物價指數環比增長0.3%,低於預期的0.5%。4.美國2月個人支出環比增長0.2%,低於預期的0.3%。5.美國短期利率期貨顯示,5月美聯儲加息25個基點和不加息的可能性目前大致相等。6.德國3月季調後失業率錄得5.6%,超預期的5.5%;季調後失業人數錄得1.6萬,超預期的0。7.歐元區3月CPI月率錄得0.9%,低於預期的1.1%;核心CPI月率錄得1.2%,遠超預期的0.6%。歐元區核心通脹率年率升至5.7%,創紀錄新高,為歐洲央行加息提供更多理由。8.歐盟吿知成員國表示,俄油價格上限將維持在60美元/桶。9.白俄羅斯總統提議停止在烏克蘭的敵對行動並宣佈休戰停火。10.彭博社發佈了專門為金融領域打造的大型語言模型BloombergGPT,可以更好地處理金融領域的數據和任務。11.網絡安全審查辦公室對美光公司在華銷售產品啟動網絡安全審查。12.維珍軌道宣佈,由於未能確保必要的融資需求,將裁員90%,並“在可預見的未來放棄運營”。13.Block迴應遭興登堡做空:月活統計方法比其他公司“更保守”,5100萬活躍用户中約有4400萬個賬户與該平台上已驗證過身份的用户關聯。14.台積電大客户聯發科與蘋果Q2砍單力度增強,台積電16/12nm產能利用率更由Q1的近8成大跌至Q2的5成,英特爾、英偉達訂單規模均不如預期。15.奈飛表示,正在重組其電影部門,以減少每年製作的電影數量,並集中決策。16.福特汽車宣佈與華友鈷業及淡水河谷就總投資45億美元印尼鎳加工項目達成最終協議。17.曼聯Q2營收1.673億英鎊;調整後的每股收益虧損0.07美元,遠高於市場預期的虧損0.01美元。18.黑莓Q4營收1.51億美元,調整後每股虧損0.02美元, 均遜預期。美股時段值得關注的事件: 21:45 美國3月芝加哥PMI22:00 美國3月密歇根大學消費者信心指數美國3月一/五年期通脹率預期23:00 歐洲央行行長拉加德發表講話次日 1:00 美國本週石油鑽井總數03:00 FOMC永久票委、紐約聯儲主席威廉姆斯發表講話04:00 美聯儲理事沃勒就菲利普斯曲線發表講話05:45 美聯儲理事麗莎·庫克就美國經濟和貨幣政策發表講話
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