美股盤前要點 | 奈飛盤前大升超14%逼近1000美元 甲骨文、OpenAI及軟銀官宣“星際之門”項目
1. 美國三大股指期貨齊升,納指期貨升0.85%,標普500指數期貨升0.44%,道指期貨升0.32%。 2. 歐股主要指數集體上升,德國DAX指數升1.26%,英國富時100指數升0.21%,法國CAC指數升1.08%,歐洲斯托克50指數升1.03%。3. 摩根士丹利報吿指,美股交易對沖基金本週初總槓桿水平為2010年以來最高。4. 挪威主權財富基金CEO建議逆向操作:賣美國科技股,增持中國資產。5. 特朗普發佈行政命令,司法部在75天內不會執行TikTok禁令。TikTok仍未重新上架蘋果App Store及谷歌的Play Store。6. 特朗普宣佈OpenAI、軟銀和甲骨文將成立“星際之門(Stargate)”項目,人工智能基礎設施投資至少5000億美元,創造10萬個工作崗位。7. 摩根大通小幅下調蘋果目標價至260美元,外匯及中國因素令公司前景充滿挑戰。8. 蘋果接近與印尼達成協議,以解除iPhone手機禁售令。9. 微軟表示將不再是OpenAI的獨家雲服務提供商,仍保留轉售OpenAI模型的權利。10. Meta準備今年推出Oakley品牌的智能眼鏡,探索手錶和耳塞。11. 奈飛Q4營收同比增長16%至102.5億美元,每股收益翻倍至4.27美元,淨新增近1900萬付費用户創新高。12. 寶潔2025年Q2銷售淨額218.8億美元,同比增長2.1%,預估215.5億美元;核心每股收益1.88美元,上年同期1.84美元,預估1.86美元。13. 強生Q4銷售額225.2億美元,預估224.3億美元;調整後每股收益2.04美元,預估1.99美元。14. 聯合大陸航空Q4營收同比增長約8%至147億美元,調整後每股收益3.26美元,均超預期。15. 美國銀行CEO預期,一旦監管機構批准,業界很快可以接納加密貨幣支付。16. 聯合國呼籲吉利德等藥企加快行動,確保新型艾滋病藥物以“可負擔價格”進入市場。17. 日產與本田汽車繼續推進合併經營,中國戰略不變。18. 必和必拓集團2025上半財年銅產量98.7萬噸,同比增長10%。19. 霍尼韋爾旗下量子計算公司Quantinuum擬於美國新墨西哥州新建研發中心。20. 消息稱國際紙業公司擬以58億英鎊收購同業DS Smith的交易將獲得歐盟批准。美股時段值得關注的事件:23:00 美國12月諮商會領先指標月率(格隆匯)
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