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美股盤前要點 | 現貨黃金突破3030美元創新高!關注黃仁勳GTC大會演講
1. 美國三大股指期貨小幅下跌,納指期貨跌0.07%,標普500指數期貨跌0.06%,道指期貨跌0.03%。 2. 歐股主要指數漲跌不一,德國DAX指數漲0.5%,英國富時100指數跌0.14%,法國CAC指數漲0.09%,歐洲斯託克50指數漲0.43%。3. 美國銀行調查顯示投資者對美股敞口創有史以來最大降幅。4. 現貨黃金上破3030美元/盎司,續創歷史新高。5. 英偉達GTC大會於3月17至21日在美國加州聖何塞舉行,黃仁勳將於北京時間19日凌晨1:00發表演講。6. 蘋果公司在德國反壟斷訴訟中敗訴,或面臨更嚴格監管。7. 英特爾中國法定代表人變更,官方迴應:不影響公司在華日常運營和管理團隊。8. 消息稱谷歌母公司Alphabet洽購資訊安全公司Wiz,報價超過300億美元。9. 消息稱三星改良版HBM3E在英偉達審覈中獲高分,有望6月初通過認證。10. 加拿大與美國的貿易關係緊張,加拿大多倫多將特斯拉剔出電動車補貼名單外。11. 美國FTC主席稱針對Meta的反壟斷審判下月啓動,擁有充足資源對抗科技巨頭。12. 阿里被爆擬全面“AI化”,相信“基於AI的殺手級應用可能很快出現”。13. AMD方面透露,搭載銳龍AI Max、AI 300處理器的新品預計2025年Q1上市。14. 諾和諾德因違反英國製藥商行爲準則而遭暫停會員資格兩年後,獲恢復資格。15. Zoom發佈一系列AI Agent產品來增強全平臺功能,進入智能體自動化時代。16. 穆迪將大衆汽車的評級從A3下調至Baa1,指其正面臨行業逆風及結構性挑戰等。17. 理想汽車公佈下一代自動駕駛技術Mind VLA研發進展。18. 蔚來與寧德時代達成換電合作,蔚來能源將獲不超過25億元的戰略投資。19. 貝殼Q4淨收入同比增長54.1%至311億元,GTV同比增長55.5%達11,438億元。20. 小鵬汽車Q4營收同比增23.4%至161.1億元,預計今年Q1交付量91,000至93,000輛。美股時段值得關注的事件:21:15 美國2月工業產出月率(格隆匯)
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