美股盘前要点 | 特朗普启动“创世纪计划”!传Meta拟斥数十亿美元购买谷歌TPU
Ge Long Hui·2025-11-25 12:33

Group 1: Market Overview - US stock index futures showed slight declines, with Nasdaq futures down 0.09%, S&P 500 futures down 0.03%, and Dow futures down 0.03% [1] - European stock indices collectively rose, with Germany's DAX up 0.12%, UK's FTSE 100 up 0.35%, France's CAC up 0.18%, and the Euro Stoxx 50 up 0.21% [1] Group 2: Corporate Developments - Meta is reportedly considering spending billions to acquire Google's TPU, which may further encroach on Nvidia's market [1] - Nvidia's H200 chip sale to China will be decided by Trump after consulting various parties, according to US Commerce Secretary [1] - UBS suggests that fund selling of US stocks may have ended, projecting the S&P 500 index could reach 7000 points by year-end [1] - NIO reported a record high revenue of 21.79 billion yuan for Q3, with Q4 delivery guidance set between 120,000 to 125,000 units [1] - Alibaba's revenue for the second fiscal quarter reached 247.8 billion yuan, exceeding expectations, driven by strong growth in AI and cloud services [1] - Zoom Communications exceeded expectations in Q3 earnings and announced a $1 billion buyback plan [1] - Pony.ai achieved profitability at the city level in Q3, with revenue surging for three consecutive quarters [1] Group 3: Legal and Regulatory News - TSMC has reportedly filed a lawsuit against former senior vice president Luo Wei-ren for potentially leaking trade secrets to Intel [1] - Tesla is experiencing significant disagreements with the Dutch regulatory body RDW regarding vehicle certification [1] Group 4: Clinical and Product Developments - Novo Nordisk's Amycretin Phase II clinical trial results indicate weight loss and reduced risk of type 2 diabetes [1] - Apple has made breakthrough progress in developing a foldable iPhone with a no-fold design [1] Group 5: Upcoming Economic Indicators - Key US economic indicators to be released include September retail sales month-on-month and September PPI year-on-year [1] - Additional indicators include September FHFA house price index month-on-month and August commercial inventory month-on-month [1]