美股盘前要点 | 11月“小非农”就业数据来袭!特朗普暗示哈塞特为下任美联储主席
Ge Long Hui·2025-12-03 12:37

Group 1 - Nvidia's CFO refutes the "AI bubble" theory, stating that the addition of computing power is continuously increasing and the global economy is in the "early stages" of transitioning to the data center infrastructure required for AI [1] Group 2 - US stock index futures show slight increases, with Nasdaq futures up 0.21%, S&P 500 futures up 0.23%, and Dow futures up 0.27% [2] - Adobe Analytics reports that online sales during the US Thanksgiving weekend reached $44.2 billion, a year-on-year increase of 7.7% [2] - IDC forecasts that iPhone shipments will grow by 6.1% this year to 247 million units, marking a record high [2] - Amazon has launched its next-generation self-developed chip, Trainium 3, which has already been deployed in some data centers [2] - Alibaba's Qianwen App ranks first globally in AI application growth, with a monthly active user growth rate of 149.03% [2] - Micron Technology raises its guidance for net sales and earnings per share for Q3, citing strong booking performance [2] - Macy's Q3 net sales reached $4.71 billion, with adjusted earnings per share of $0.09, both exceeding expectations [2] - CrowdStrike's Q3 subscription revenue grew by 21% year-on-year, and the company raised its full-year performance guidance [2] - Okta's Q3 performance exceeded expectations, and the company raised its fiscal 2026 guidance due to increased demand for cybersecurity tools [2] - Pure Storage's Q3 operating profit reached a record $196 million, prompting an upward revision of its full-year revenue guidance [2]