音頻 | 格隆匯3.14盤前要點—港A美股你需要關注的大事都在這
國際要聞:1、美股三大指數均跌逾1.3%,英特爾逆勢大漲14%;2、紐約期金歷史上首次突破3000美元大關;3、美國原油期貨收跌將近1.7%,紐約天然氣漲超0.6%;4、瑞銀策略師建議先不要抄底美股 預計標普500指數再跌5%;5、美國2月PPI同比增長3.2% 環比持平;6、美國上週初請失業金人數爲22萬 低於預期;7、美財長稱白宮關注實體經濟 不擔心市場小幅波動;8、美財長:除金屬和汽車關稅 其他所有商品都可進行關稅談判;9、美國科技巨頭大力研發人形機器人 高盛預測:人形機器人市場規模或超1500億美元;10、高盛稱對衝基金轉向平倉亞洲的頭寸;11、澳股較2月曆史峯值下跌10%;12、俄羅斯提結束衝突條件,涉及北約、領土等核心要點;13、美議員擬提出議案,停止向中國公民發放學生簽證;14、消息稱特斯拉將與百度合作 以改進輔助駕駛系統在中國的表現;15、特斯拉警告可能成爲報復性關稅目標,或提高美產汽車成本;16、英偉達將下一代AI芯片命名爲Rubin;17、特朗普:如果歐盟不取消烈酒稅,計劃對葡萄酒和香檳徵收200%的報復性關稅;18、消息稱特朗普家族就入股幣安舉行了會談;19、普京:如果與烏克蘭休戰能帶來長期和平 願意接受停火建議;20、普京表示俄羅斯同意停火30天;大中華區要聞:1、央行:擇機降準降息;2、瑞銀:A股有追趕上漲潛力 H股估值不再便宜;3、臺股遭遇史上最嚴重外資拋售;4、工信部公告《減免車輛購置稅的新能源汽車車型目錄》(第十五批);5、金融監管總局:持續推進城市房地產融資協調機制擴圍增效 堅決做好保交房工作;6、浙江將聚焦智能康復輔具類、智慧養老類、生命健康類、老年益智類、銀髮時尚類等五大產業領域推動銀髮經濟發展;7、呼和浩特:生育一孩補貼1萬、二孩補貼5萬、三孩補貼10萬;8、北京:將爲2025年初一新入學在校女生免費接種HPV疫苗;9、廣東:培育銀髮經濟潛力產業 開闢經濟發展新賽道;10、動作頻頻 知名公私募佈局港股市場;11、破9!足金金飾金價刷新高;12、騰訊向英偉達採購數十億元規模芯片 助攻AI應用規模化;13、今日A股勝科納米、浙江華遠及港股維昇藥業申購;14、南下資金淨買入港股54.66億港元,加倉移動、小鵬和阿里;15、公告精選︱白雲山:2024年淨利潤28.35億元,同比下降30.09%;新開普:目前智慧校園AI產品、解決方案已有落地項目;16、公告精選(港股)︱微博-SW(09898.HK):2024財年淨收入17.5億美元;17、A股投資避雷針︱奇精機械:尚在開拓的工業機器人零部件產品暫未量產;茶花股份:股東深圳含金量擬減持不超3.00%股份。
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