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美股盤前要點 | 黃仁勛據報本週啟程訪華 大摩上調特斯拉目標價並重申為首選

1. 美國三大股指期貨普升,納指期貨升0.29%,標普500指數期貨升0.25%,道指期貨升0.2%。

2. 歐股主要指數升跌不一,德國DAX指數升0.63%,英國富時100指數跌0.13%,法國CAC指數升0.81%,歐洲斯托克50指數升0.77%。

3. 瑞銀:美聯儲仍有可能在今年內再降息50個基點,美國經濟增長將持續放緩。

4. 歐盟正在重新評估其對蘋果、Meta和谷歌等科技巨頭的調查。

5. 英偉達CEO黃仁勛據報本週啟程前往中國,將到訪深圳、上海、北京和台北。

6. 研究機構IDC:2024年蘋果以18.7%的市場份額佔據全球智能手機市場榜首。

7. Rho Motion:去年全球新能源汽車銷量超1700萬輛,同比增長約25%。

8. 微軟成立新部門CoreAI - Platform and Tools,主管AI相關應用程式的客户服務等。

9. 摩根士丹利重申特斯拉仍是“首選”,目標價從400美元上調至430美元。

10. Arm計劃將其芯片設計授權費用大幅提高300%,並考慮自主研發芯片。

11. 禮來計劃以最高25億美元現金收購Scorpion Therapeutics的實驗性癌症療法。

12. 輝瑞CEO:“全力以赴”開發實驗性減肥藥,下半年開始對Danuglipron後期研究。

13. 克利夫蘭-克里夫斯和紐柯鋼鐵計劃聯合收購美鋼鐵,新日鐵發聲反對並稱將完成收購。

14. 星巴克在北美門店撤銷允許所有人入店的開放政策,進店需消費。

15. T-Mobile擬斥6億美元收購户外廣吿技術提供商VistarMedia以加強廣吿業務。

16. 對沖基金名宿阿克曼擬收購美國房地產商HHH,打造“現代版伯克希爾哈撒韋”。

17. 在維權投資者Elliott的壓力下,霍尼韋爾據稱計劃分拆為兩家實體。

18. 小鵬充電和bp pulse簽署諒解備忘錄(MOU),相互開放充電網絡。

美股時段值得關注的事件:

21:30 美國12月PPI月率及年率

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