美股盤前要點 | 小摩預期美國衰退機率高達40%！Manus官宣將與阿里通義千問團隊合作
1. 美國三大股指期貨小幅上升，納指期貨升0.21%，標普500指數期貨升0.23%，道指期貨升0.21%。 2. 歐股主要指數升跌不一，德國DAX指數升0.33%，英國富時100指數跌0.42%，法國CAC指數跌0.16%，歐洲斯托克50指數跌0.08%。3. 摩根大通將美國經濟衰退機率上調至40%，預測今年GDP增長率僅為1.5%。高盛將衰退概率上調至20%，下調GDP增長率至1.7%。4. 華爾街資深策略師Ed Yardeni警吿美股熊市可能已經開始，預計跌得快、彈得快。5. 美國總統特朗普在社交媒體發文稱，將購買一輛特斯拉汽車，以表達對馬斯克的信任和支持。6. 消息稱美國總統特朗普計劃今日與主要商界領袖會面，或討論關税影響及潛在股市下行。7. 美股大跌之際，“木頭姐”大舉抄底特斯拉、Palantir、AMD等，總價值超7000萬美元。8. 花旗下調今明兩年iPhone出貨量預測至2.32億及2.44億部，維持蘋果“買入”評級。9. 歐盟據稱將裁定蘋果和Meta違反《數字市場法》，罰款或遠低於上限(全球收入的10%)。10. 蘋果據稱準備對iPhone、iPad和Mac進行重大軟件升級，改變操作系統的外觀。11. 甲骨文第三財季營收141.3億美元，分析師預期143.9億美元；調整後EPS為1.47美元，分析師預期1.49美元。12. Manus平台宣佈將與阿里通義千問團隊達成戰略合作，雙方將在國產模型和算力平台上實現Manus的功能。13. 百度上線AI陪伴產品“月匣”App，主打高自由度AI對話與沉浸式劇本互動。14. 達美航空下調首季收入及盈利預測，指美國市場需求轉弱。15. 福特承諾未來四年投入48億美元，以重整旗下德國分支Ford Werke的業務及債務。16. 消息稱美國銀行裁減部分投行業務職位，包括分析師和助理，受影響的人數不多。17. 因美納(Illumina)下調今年調整後每股收益指引，並計劃削減1億美元支出。18. VinFast加速佈局印尼市場，擬部署多達10萬個充電站。美股時段值得關注的事件：22:00 美國1月JOLTs職位空缺(格隆匯)
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