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美股盤前要點 | 英偉達Q4營收大增78%創新高!微軟呼籲美國放寬AI芯片出口管制
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0.71%,道指期貨升0.36%。 2. 歐股主要指數升跌不一,德國DAX指數跌0.56%,英國富時100指數升0.35%,法國CAC指數跌0.28%,歐洲斯托克50指數跌0.62%。3. 花旗:預計美國將於今年第四季實施針對銅的25%關税。4. 大摩:大型科技公司股價從高位下跌,發掘下一個美股先鋒的機會已經出現。5. 英偉達2025財年Q4營收同比增長78%至393億美元,再創新高,調整後每股收益為0.89美元,均超預期;數據中心營收同比大增93%至356億美元。6. Salesforce Q4營收同比增長7.6%至99.9億美元,市場預期100.4億美元;調整後每股收益為2.78美元,市場預期2.61美元。7. EBay Q4營收同比增長1%至25.8億美元,調整後每股收益為1.25美元,均超預期;第一季度營收及GMV指引低於預期。8. Snowflake 2025財年Q4營收同比增長27%至9.87億美元,調整後每股收益為0.35美元,均超預;產品收入同比增長28%至9.433億美元。9. 消息稱微軟呼籲美國政府放寬AI芯片出口管制。10. 供應鏈人士稱蘋果首款摺疊屏手機或將在2026年下半年發佈。11. 蘋果天貓官旗加入北京“國補”,iPhone 16“補上加補”至高優惠1500。12. 消息稱谷歌雲計算部門裁員不到100名銷售員工。13. Meta據稱考慮為短視頻功能Reels推出一款獨立應用。14. 豐田1月份全球汽車銷量同比增長1.9%至846774輛。15. 雪佛龍據稱有意收購Phillips 66在一家化學品合資企業的股份。16. 消息稱美國官員重新評估拜登政府向莫德納授予的5.9億美元禽流感疫苗合約。17. 消息稱梅賽德斯-平治中國大裁員:賠償N+9,銷售體系成重災區。18. 維珍銀河宣佈德爾塔級宇宙飛船計劃2026年夏季首飛。19. 消息稱百度將於3月中旬推出新一代文心AI模型,推理能力將得到提高。美股時段值得關注的事件:21:30 美國至2月22日當週初請失業金人數/美國第四季度實際GDP年化季率修正值/美國1月耐用品訂單月率23:00 美國1月成屋簽約銷售指數月率(格隆匯)
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