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美股盤前要點 | 小摩建議停止逢高賣出美股 谷歌最新AI模型Gemini 2.5 Pro上線
1. 美國三大股指期貨升跌不一,納指期貨跌0.13%,標普500指數期貨跌0.02%,道指期貨升0.08%。 2. 歐股主要指數普跌,德國DAX指數跌0.49%,英國富時100指數升0.25%,法國CAC指數跌0.57%,歐洲斯托克50指數跌0.56%。3. 特朗普:對於4月2日生效的關税,“我不想有太多例外”,可能會比對等原則更寬鬆一些。4. 摩根大通:隨着關税政策逐漸明朗,應停止逢高賣出美股。5. 谷歌推出最新AI模型Gemini 2.5 Pro Experimental,具有原生思維能力。6. 谷歌高管:量子計算離實際應用可能剩五年。7. 特斯拉據稱將在國會山活動中展示人形機器人Optimus。8. 高通向歐盟、美國聯邦貿易委員及、韓國公平交易委員會提交投訴,指控Arm損害市場競爭。9. 美國法官突然宣佈,安排於6月23日為波音兩宗空難案件的刑事聆訊日期。10. 消息稱台積電加快先進封裝產能擴張,預計今年SoIC產量翻番至1萬片。11. 百度千帆大模型一體機通過中國信通院可信AI大模型一體機性能專項評估。12. 寶馬中國與阿里達成AI領域戰略合作,通義大模型將應用於寶馬新世代系列車型。13. 激進投資者Elliott Investment起訴Phillips 66以保護股東權利並迫使公司遵守其章程。14. AT&T洽購Lumen Technologies旗下零售光纖業務,涉及估值可能超55億美元。15. 特朗普家族旗下企業World Liberty Financial將推出一款與美元掛鈎的穩定幣USD1。16. 英美資源與財務顧問討論分拆旗下鑽石銷售業務戴比爾斯獨立上市事宜。17. 遊戲驛站第四財季淨銷售額為12.83億美元,淨利潤1.313億美元超預期;擬將公司現金投資於比特幣。(格隆匯)
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