美股盤前要點 | 蔡崇信確認阿里與蘋果合作 本田與日產終止合併計劃
1. 美國三大股指期貨漲跌不一，納指期貨漲0.05%，標普500指數期貨跌0.05%，道指期貨漲0.02%。 2. 歐股主要指數普漲，德國DAX指數漲1.49%，英國富時100指數跌0.54%，法國CAC指數漲1.26%，歐洲斯託克50指數漲1.21%。3. 摩根大通：市場定價顯示美聯儲在本輪週期只會再降息一次，建議做多2年期美國國債。4. 阿里巴巴聯合創始人、董事局主席蔡崇信迴應阿里與蘋果合作傳聞。5. 百度文心一言自4月1日全面免費開放，深度搜索功能上線。6. 消息稱蘋果計劃首度將Apple TV+流媒體視頻服務擴展到安卓手機。7. 郭明錤：蘋果機器人最快2028年量產，目前處於早期概念驗證(POC)階段。8. 郭明錤：英偉達RTX 50顯卡芯片供應緊張，RTX 5070/5060量產或延後。9. 馬斯克：xAI開發的聊天機器人Grok 3已進入開發的最後階段，預計將在未來一到兩週內發佈。10. Meta據稱洽購韓國人工智能芯片初創公司FuriosaAI，或於月內達成協議。11. 消息稱美國國務院採購預測清單中未出現4億美元採購特斯拉的“裝甲電動車”。12. 本田汽車、日產和三菱汽車就解除合作備忘錄一事達成共識，終止合併計劃。13. 波音與NASA會談後，將月球火箭計劃裁員人數縮減一半至約200人。14. 消息稱摩根大通上週展開小規模裁員，少於1000人受到影響。15. 雪佛龍計劃到明年在全球裁員15%至20%，或將影響9000名員工。16. 皇家加勒比擬回購最多10億美元股份並上調季度股息36%至每股0.75美元。17. 傳貝萊德基金未償還位於上海的寫字樓項目貸款，上海商廈遭沒收。18. 聯合利華冰淇淋業務有望年內完成分拆，將在阿姆斯特丹、倫敦及紐約三地上市。19. 小鵬汽車：春節後首周全系訂單量同比翻了7.6倍，打破2月常年低谷的行業慣例。20. 思科第二財季銷售額同比增長9%至140億美元，調整後每股收益爲0.94美元，均超預期；董事會批準150億美元回購計劃。21. 本田汽車前三財季淨銷售額則達到5.5萬億日元，預估5.4萬億日元；經營利潤3973.1億日元，預估4069.2億日元；。22. 索尼第三財季營收同比增長18%至4.41萬億日元，淨利潤同比增長2.7%至3737.4億日元，超預期。23. AppLovin Q4營收同比增長44%至13.7億美元，超預期；淨利潤同比暴增248%至5.99億美元；Q1營收指引超預期。美股時段值得關注的事件：21:30 美國1月PPI月率及年率/美國至2月8日當週初請失業金人數(格隆匯)
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