美股盤前要點 | 穆迪警告美國經濟或陷入滯脹!特朗普呼籲廢止芯片法案
1. 美國三大股指期貨齊漲,納指期貨漲0.56%,標普500指數期貨漲0.39%,道指期貨漲0.3%。 2. 歐股主要指數集體上漲,德國DAX指數漲3.44%,英國富時100指數漲0.39%,法國CAC指數漲2.21%,歐洲斯託克50指數漲2.28%。3. 美國總統特朗普在國會演講時重申對等關稅將自4月2日開始生效,呼籲在美國開採更多石油,誓言廢除520億美元半導體芯片法案。4. 穆迪:預計特朗普關稅或致美國經濟陷滯脹,而美聯儲或加息。5. 花旗:特朗普計劃在美國建造導彈防禦系統,將提振美國國防股。6. 谷歌呼籲特朗普治下的美國司法部改變態度,放棄分拆該公司。7. 多家搜索引擎致函監管機構要求調查Alphabet,指其涉嫌違反歐盟數字競爭法規。8. 蘋果對英國要求其在iCloud“開後門”提出法律申訴,尋求推翻該命令。9. 特斯拉中國推出Model 3限時購車福利,提供8000元保險補貼。10. 分析師郭明錤:英特爾Panther Lake量產時間延後至今年四季度中期。11. 高盛計劃裁員3%至5%,此輪裁員的重點是副總裁級別。12. 迪士尼計劃在ABC新聞集團和迪娛樂網絡部門裁員約200人,佔員工總數的6%。13. 星巴克公佈多項人事變動,首席財務官將離職,由Nordstrom高管接任。14. 阿斯麥指出口管制的不確定性是削弱客戶需求的因素之一,重申2025年銷售額預測爲300-350億歐元。15. CrowdStrike第四財季營收同比增長25%至10.6億美元,淨虧損9230萬美元,而去年同期錄得淨利潤5370萬美元。美股時段值得關注的事件:21:15 美國2月ADP就業人數22:45 美國2月標普全球服務業PMI終值23:00 美國1月工廠訂單月率/美國2月ISM非製造業PMI(格隆匯)
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