Workflow
【美股盘前】宣布与英伟达开展Physical AI合作,阿里巴巴涨近9%;特朗普政府或入股,美洲锂业公司涨68%;瑞银上调特斯拉Q3交付量预期,称其有望...
Mei Ri Jing Ji Xin Wen·2025-09-24 10:37

Group 1 - Dow futures fell by 0.01%, S&P 500 futures rose by 0.13%, and Nasdaq futures increased by 0.27% [1] - Chinese concept stocks saw a pre-market rally, with Alibaba rising by 8.98% after announcing a partnership with NVIDIA for Physical AI, and a three-year investment plan of 380 billion yuan in AI infrastructure [1] - Xiaoma Zhixing increased by 3%, nearing historical highs, with Goldman Sachs maintaining a "buy" rating and raising the target price from $26 to $27.7 [1] Group 2 - Micron Technology rose over 2% after reporting Q4 revenue of $11.32 billion, a 46% year-over-year increase, and adjusted EPS of $3.03, a 156.8% increase [2] - Lithium Americas surged by 68% amid reports that the Trump administration is seeking to acquire up to 10% of the company [2] - Citigroup raised Wells Fargo's target price from $85 to $90 while maintaining a "neutral" rating [2] Group 3 - UBS raised Tesla's Q3 delivery forecast from 431,000 to 475,000 units, suggesting a potential record quarter for the company [3] - Deutsche Bank indicated that AI spending may be supporting the overall U.S. economy, warning that without significant AI capital expenditures, the U.S. could face recession [3] Group 4 - U.S. new home sales data for August is set to be released on September 24 at 22:00 Beijing time [4]