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美股盤前要點 | 博斯蒂克預計美聯儲今年降息一次!“木頭姐”喊出特斯拉目標價2600美元
1. 美國三大股指期貨齊漲,納指期貨漲0.17%,標普500指數期貨漲0.17%,道指期貨漲0.14%。 2. 歐股主要指數集體上漲,德國DAX指數漲1.17%,英國富時100指數漲0.76%,法國CAC指數漲1.3%,歐洲斯託克50指數漲1.27%。3. 亞特蘭大聯儲主席博斯蒂克:目前預計美聯儲今年只降息一次,之前預期降息兩次。4. 高盛:外資持有美股比例達18%創新高,預計今年將繼續買入3000億美元。5. 黑石總裁警告不要對關稅消息作出倉促決定,建議觀望各方如何談判。6. 美國大型科技公司及多國政府喊話特朗普,鬆綁AI芯片出口分級政策。7. 歐盟反壟斷監管機構將結束對蘋果瀏覽器選項的調查,預計下週初宣佈決定。8. 歐洲2月新車註冊量同比下降3.1%至963,540輛,特斯拉新車註冊量暴跌40%。9. “木頭姐”Cathie Wood繼續看好特斯拉,預計股價五年內飆升至2600美元。10. 美光宣佈用於英偉達GB300 Grace Blackwell Ultra的HBM3E及SOCAMM已量產出貨。11. 美國財政部批準雪佛龍延長委內瑞拉石油業務至5月27日。12. 波音考慮退出與美國司法部達成的認罪條款,試圖爭取特朗普政府寬大處理。13. 殼牌公司考慮部分或全部關閉其在歐洲的化工部門。14. 輝瑞抗病毒藥物瑞派樂®獲國家藥監局常規批準,用於新冠重症高風險人羣抗感染治療。15. 阿里巴巴集團董事長蔡崇信:員工數量觸底,將“重新啓動並重新招聘”。16. 匯豐控股考慮外包交易業務的部分工作,以節省投資在科技方面的成本。美股時段值得關注的事件:21:00 美國1月FHFA房價指數月率/美國1月S&P/CS20座大城市未季調房價指數年率22:00 美國2月新屋銷售總數年化/美國3月諮商會消費者信心指數/美國3月里奇蒙德聯儲製造業指數(格隆匯)
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