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美股盤前要點 | 特朗普就職演講公佈重磅政策!傳馬斯克是英特爾潛在買家
1. 美國三大股指期貨齊升,納指期貨升0.5%,標普500指數期貨升0.42%,道指期貨升0.46%。 2. 歐股主要指數升跌不一,德國DAX指數跌0.12%,英國富時100指數升0.01%,法國CAC指數升0.14%,歐洲斯托克50指數跌0.12%。3. 特朗普就職演講公佈多項重磅政策,涵蓋移民、關税、能源等領域,稱將針對中國貿易行為進行調查但未宣佈新關税措施。4. 大摩分析師:美股和美債收益率之間的負相關性或持續存在,直到10年期國債收益率回落至4.5%以下。5. 美國銀行策略分析師:特朗普重返白宮可能會保護美國股市免於大幅拋售。6. 索羅斯前軍師Druckenmiller:特朗普就任令金融市場變得由投機情緒主導,商界樂觀情緒升温。7. 英偉達:美國晶圓代工限制新規不會影響公司在華業務或產品銷售。8. 比利時任命調查法官處理剛果(金)指控蘋果非法使用“衝突礦產”案。9. 有消息稱馬斯克是英特爾潛在買家,花旗分析稱這對英特爾來説是一個“糟糕的結果”。10. 台積電:台灣各廠區已完成建築震後損害檢查,運營正在逐步恢復。11. 新日鐵和美國鋼鐵公司起訴拜登政府的聽證會定於2月和3月舉行。12. 高盛CEO所羅門2024年薪酬升至3900萬美元,另獲8000萬美元股票獎勵。13. 美國FTC指控百事向沃爾瑪提供獨家折扣,導致其他零售商處於不利地位。14. 星巴克將裁撤部分崗位、推動更高效運營,不會影響店內團隊。15. 美國監管機構升級對福特的調查,因自動駕駛技術BlueCruise導致碰撞事故。16. 美國銀行將向全球員工總數的97%發放股票獎勵,總金額約10億美元。17. 美國政府已向Moderna撥款5.9億美元,用於推進禽流感疫苗的研發。18. 美國零售商開市客的工會成員投票支持全國性罷工,以在1月31日前達成新合同。19. 京東公佈手機數碼國補落地數據:手機產品銷量環比增長200%、平板增長300%。20. 消息稱網易遊戲高級副總裁劭贇離職,內部多項目預算受阻。21. 蔚來第三週銷量達4749台,同比增145.7%;1月迄今累計銷量達13349台,同比翻番。22. 小鵬汽車今年將擴招6000人,發放現金獎勵鼓勵員工生育。(格隆匯)
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