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美股盤前要點 | 英偉達H20芯片在華訂單大增!阿里發佈新推理模型QwQ
1. 美國三大股指期貨漲跌互現,納指期貨跌0.09%,標普500指數期貨漲0.07%,道指期貨漲0.16%。 2. 歐股主要指數齊漲,德國DAX指數漲0.25%,英國富時100指數漲0.43%,法國CAC指數漲0.05%,歐洲斯託克50指數漲0.21%。3. 大摩策略師:預計資金將重返美股,稱標普500指數爲具有最佳盈利增長前景的最優質指數。4. 瑞銀:預期標普500指數今年底見6600點,仍有一成上升空間。5. 資深伯克希爾觀察家:巴菲特似乎正在等待股市出現重大調整,纔會動用其不斷膨脹的千億美元現金儲備。6. 消息稱自DeepSeek發佈以來,英偉達H20芯片在華訂單大增。7. 消息稱印尼和蘋果就解除iPhone 16禁令達成協議,蘋果承諾將投資10億美元。8. 特斯拉推出城市道路Autopilot自動輔助駕駛,客服迴應稱與美國FSD功能不同。9. 特斯拉1月在歐洲銷量暴跌45%至9945輛,德國、法國銷量暴跌。10. 阿里Qwen團隊發佈新推理模型深度思考(QwQ),可同時支持深度思考和聯網搜索。11. 英特爾發佈一系列Xeon 6處理器,可爲人工智能(AI)處理提供高達兩倍的效能。12. 英特爾稱,去年接收的兩臺ASML高數值孔徑極紫外光EUV已投入生產。13. 星巴克今日起將裁減1100個崗位,中國員工不在此次全球溝通範圍內。14. Zoom Q4營收同比增長3.3%至11.8億美元,符合預期;新財年營收指引低於預期。15. 雪佛龍將重組部分業務結構並改組領導團隊,明年底將在全球裁員20%。16. 英國石油據稱將放棄可再生能源目標,重新聚焦於化石燃料。17. 美國FDA前官員Patrizia Cavazzoni將重返輝瑞,出任首席醫療官。18. 美國蛋價創新高,連鎖餐廳Denny's對含雞蛋餐點加收附加費。19. 香港迪士尼十年來首度錄得盈利,上財年賺8.38億港元創新高。20. 理想汽車宣佈首款純電SUVi8已進入量產倒計時階段,預計4月23日亮相上海車展。21. 小鵬汽車CEO何小鵬:有信心成爲中國最早量產L3機器人公司之一。美股時段值得關注的事件:22:00 美國12月FHFA房價指數月率/美國12月S&P/CS20座大城市未季調房價指數年率23:00 美國2月諮商會消費者信心指數/美國2月里奇蒙德聯儲製造業指數(格隆匯)
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