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美股盤前要點 | 1月“小非農”數據來襲!谷歌、AMD公佈季績後盤前大跌
格隆匯 02-05 20:33
1. 美國三大股指期貨齊跌,納指期貨跌0.81%,標普500指數期貨跌0.45%,道指期貨跌0.1%。 2. 歐股主要指數普跌,德國DAX指數跌0.07%,英國富時100指數升0.13%,法國CAC指數跌0.18%,歐洲斯托克50指數跌0.13%。3. 美銀:英偉達應能夠應對全球貿易戰等不利因素,股價有機會創下歷史新高,重申“買入”評級。4. 谷歌CEO皮查伊:Gemini 2.0 Flash模型在效率上可與DeepSeek的R1媲美。5. 據英國金融時報,中國監管機構目前正在考慮對英特爾展開正式調查。6. 特斯拉史上最大力度促銷:限時保險補貼8000元+5年0息政策+特享充電權益,首次覆蓋Model 3全系車型。7. 消息稱台積電先進製程報價升幅將恐由原本預計5%-10%調高至15%以上。8. 日產汽車已決定撤回與本田就經營統合達成的基本協議書(MOU),放棄整合計劃。9. Chatbot Arena最新全球大模型榜單:阿里Qwen2.5-Max超DeepSeek V3,位列全球第七,也是非推理類的中國大模型冠軍。10. 台積電將首度赴美召開董事會,副總經理王英郎或將升任資深副總裁。11. 通用汽車旗下自動駕駛部門Cruise將裁員50%。12. 沃爾瑪將裁員數百人,將員工轉移到阿肯色州或加利福尼亞州的中心辦公室。13. 貝萊德計劃招募1200人以擴大印度支持中心,並在該國搭建AI能力。14. IMAX春節檔收穫3.8億元票房,全國IMAX影院觀影人次突破550萬,均創新高。15. 谷歌母公司Alphabet Q4營收約964.69億美元,同比增長11.8%,市場預期965.73億美元;預計2025年資本支出將高達750億美元,遠超預期。16. AMD Q4營收同比增長24%至76.6億美元,創新高,市場預期75.4億美元;調整後每股收益1.09美元,符合市場預期。17. 諾和諾德Q4營業利潤同比增長37%至367億丹麥克朗,超預期;Wegovy銷售額同比增長107%至198.7億丹麥克朗。18. 迪士尼第一財季營收246.9億美元,市場預估245.7億美元;調整後每股收益1.76美元,市場預估1.42美元。19. 豐田汽車第三財季淨利潤2.19萬億日元,市場預估1.19萬億日元;全年經營利潤指引從4.3萬億日元上調至4.7萬億日元。20. 安進Q4營收同比增長11%至91億美元,市場預估85.2億美元;調整後每股收益5.31美元,高於分析師預期的5.08美元。21. Uber Q4營收119.6億美元,同比增長20.4%,市場預估117.7億美元;調整後EBITDA為18.4億美元,同比增長44%,市場預估為18.5億美元。美股時段值得關注的事件:21:15 美國1月ADP就業人數21:30 美國12月貿易帳22:45 美國1月標普全球服務業PMI終值(格隆匯)
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