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美股盤前要點 | Meta擬投資2000億美元建數據中心!超微電腦盤前大升超23%
1. 美國三大股指期貨齊升,納指期貨升0.71%,標普500指數期貨升0.46%,道指期貨升0.23%。 2. 歐股主要指數集體上升,德國DAX指數升1.77%,英國富時100指數升0.57%,法國CAC指數升1.39%,歐洲斯托克50指數升1.33%。3. 美國總統特朗普簽署一項行政命令,指示美國商務部審查可能對銅徵收的關税。4. 英偉達將於盤後公佈2025財年第四財季業績,機構預期營收381.32億美元,同比增加72.52%;預期每股收益0.8美元,同比增加61.83%。5. 蘋果CEO庫克重申對每年提高派息的承諾,股東投票決定保留多元化政策。6. 微軟開源多模態AI Agent基礎模型Magma,能自動處理圖像、視頻、文本等數據。7. Meta正在商討建立一個新的數據中心園區,該項目投資可能超過2000億美元。8. 特斯拉煥新Model Y於2月26日在中國市場正式開啟交付。9. 超微電腦在規定期限前提交財報,2025財年Q2淨銷售額初步數據介於56億至57億美元,同比增長約54%。10. Adobe首次推出手機版Photoshop,提供免費版與每月7.99美元的進階付費版。11. 美光科技已率先向生態系統合作伙伴及特定客户出貨10納米級DDR5內存樣品。12. 安森美半導體計劃今年裁員約2400人,作為重組計劃的一部分。13. 儘管美國蛋價創新高,麥當勞稱不會收取雞蛋附加費並推出新優惠活動。14. 華納兄弟探索公司將關閉三家電玩工作室,並停《神奇女俠》系列遊戲的製作。15. Stellantis 2024年營收同比下降17%至1569億歐元,調整後經營利潤下降64%至86億歐元。16. 勞氏Q4銷售淨額185.5億美元,預估183.1億美元;調整後每股收益1.99美元,預估1.84美元。17. Lucid Q4銷售額為2.35億美元,每股虧損0.22美元;2024年售出了10,241輛汽車。18. 貝殼找房旗下北京信富住房租賃有限公司成為公積金“直付房租”業務首批試點企業之一。美股時段值得關注的事件:23:00 美國1月新屋銷售總數年化(格隆匯)
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