美股盘前要点 | 英伟达获准对华出售H200芯片，谷歌首款AI眼镜明年上市

Group 1 - U.S. stock index futures showed slight increases, with Nasdaq futures up 0.01%, S&P 500 futures up 0.07%, and Dow futures up 0.06% [1] - Major European indices had mixed results, with Germany's DAX index up 0.28%, UK's FTSE 100 index up 0.06%, while France's CAC index down 0.59% and the Euro Stoxx 50 index down 0.19% [2] Group 2 - President Trump indicated a potential reduction in tariffs on certain goods and stated that an immediate rate cut would be a "litmus test" for the new Federal Reserve chair [3] - Trump allowed Nvidia to sell H200 chips to China, with a 25% revenue share; similar rules apply to AMD and Intel [4] Group 3 - Google announced that its first AI glasses, developed in collaboration, will be launched in 2026 [5] - The European Union initiated an antitrust investigation into Google's use of online content for AI-related purposes [6] Group 4 - Morgan Stanley downgraded Tesla's rating to "hold" for the first time in two and a half years, citing overvaluation concerns [7] - Apple’s chip chief Johny Srouji denied rumors of plans to leave the company in the "short term" [8] Group 5 - Walmart officially transitioned to Nasdaq, aiming to create a new corporate image focused on retail and AI automation [9] - Alibaba has established the Qianwen C-end business group, with the primary goal of developing Qianwen into a super app [10] Group 6 - PepsiCo announced a series of business adjustments, planning to reduce the variety of products in the U.S. market by 20% by early next year [11] - CoreWeave expanded the issuance size of its convertible preferred notes from $2 billion to $2.25 billion [12] Group 7 - Jefferies anticipates that the main macro factors supporting gold prices will continue into next year, with Barrick Gold as a preferred choice [13] - Novartis made a $1.7 billion investment in the UK AI company Relation, targeting new approaches for allergic diseases [14] - Stellantis partnered with Bolt to develop and deploy Level 4 autonomous vehicles for commercial operations in Europe [15]