三大股指期货续跌 美联储鹰派打压降息预期、AI泡沫担忧升温

Market Overview - US stock index futures are all down, with Dow futures down 0.58%, S&P 500 futures down 1.00%, and Nasdaq futures down 1.49% [1] - European indices also show declines, with Germany's DAX down 1.64%, France's CAC40 down 1.52%, and the UK FTSE 100 down 1.31% [2][3] Commodity Prices - WTI crude oil prices increased by 1.53% to $59.59 per barrel, while Brent crude oil rose by 1.30% to $63.83 per barrel [3][4] Federal Reserve Insights - The Federal Reserve's hawkish stance is causing internal divisions, with December rate cut expectations dropping below 50%. Notable officials are expressing caution regarding further monetary policy easing [5] AI Market Concerns - Allianz's chief economic advisor warns of potential losses in the AI sector, indicating that while the market is experiencing a "rational bubble," significant personal losses may occur [6] Cryptocurrency Market - Bitcoin is experiencing a bear market, with nearly $900 million withdrawn from Bitcoin ETFs, marking the second-largest outflow in history. The overall cryptocurrency market has lost over $1 trillion in value [7] Investment Trends - Hedge funds are net sellers of stocks, having sold over $67 billion worth in 2025, while retail investors continue to support the market. However, retail enthusiasm is showing signs of fatigue [8] Semiconductor Industry - Samsung is raising server chip prices by 30% to 60%, which may increase costs for companies building data infrastructure. This price hike could also affect the costs of smartphones and computers [10] - TSMC is reportedly planning to increase its 3nm wafer production capacity, potentially raising its capital expenditure for 2026 from $43 billion to between $48 billion and $50 billion [12] Automotive Industry - Tesla is developing support for Apple's CarPlay, a highly requested feature among its customers, with internal testing already underway [13] Mergers and Acquisitions - Merck is acquiring Cidara Therapeutics for approximately $9.2 billion, with Cidara's stock price doubling in pre-market trading following the announcement [14]