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美股盤前要點 | 美國2月CPI數據重磅來襲!高盛下調標指年底目標至6200點
1. 美國三大股指期貨齊升,納指期貨升1.02%,標普500指數期貨升0.82%,道指期貨升0.6%。 2. 歐股主要指數集體上升,德國DAX指數升1.89%,英國富時100指數升0.68%,法國CAC指數升1.43%,歐洲斯托克50指數升1.6%。3. 高盛將標普500指數年底目標價從6500點下調至6200點,下調指數成分股EPS預期。4. 橋水基金創始人達利歐警吿美國債務面臨“非常嚴重”的供需問題。5. 中金指美國“衰退敍事”不會輕易退坡,建議海外配置以防風險為主線,維持低配美股。6. 台積電被曝擬聯手英偉達等接管英特爾晶圓代工廠,公司迴應:不予置評。7. 微軟高管稱考慮部署採用天然氣為人工智能數據中心提供動力。8. 谷歌據稱與Snowflake洽談AI數據儲存合作,提高Gemini安全性。9. 馬斯克宣佈將提升在美國的電動汽車產量,計劃未來兩年產量翻番。10. 商務部等部門約談沃爾瑪,因其要求一些中國供應商大幅降價。11. Stellantis旗下瑪莎拉蒂取消推出MC20電動版的計劃,因預計需求不佳。12. 豐田宣佈將在歐洲發售3款純電動汽車,以與特斯拉和中國車企競爭。13. 力拓發行90億美元投資級債券,為收購Arcadium Lithium籌資。14. Robinhood 2月加密交易量環比下降29%至144億美元,遠超股票和期權交易1%的降幅。美股時段值得關注的事件:20:30 美國2月未季調CPI年率/美國2月季調後CPI月率(格隆匯)
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