美股盘前要点 | 美联储降息25个基点或已无悬念，SpaceX据报启动史上最大规模IPO

Group 1 - Alibaba's Qianwen public beta achieved over 30 million monthly active users within 23 days and introduced four new features [2] - Palantir secured a contract worth up to $448 million with the U.S. Navy to accelerate submarine manufacturing through AI applications [2] - GE Vernova is optimistic about revenue growth for next year and has increased its stock buyback authorization to $10 billion [2] Group 2 - SpaceX is reportedly planning an IPO next year, aiming to raise over $30 billion with a potential valuation of $1.5 trillion [2] - Nvidia has received approval for exports to China, while reports indicate that China may restrict the use of Nvidia's H200 chips [2] - Nvidia is reportedly developing positioning verification software, which will first be applied to the Blackwell chip [2] Group 3 - Amazon announced an additional investment of $35 billion in India, aiming to create one million jobs [2] - The U.S. Department of Defense selected Google's Gemini for Government system to provide AI support for millions of employees [2] - Morgan Stanley predicts an explosion in autonomous driving next year, with Waymo and Tesla as the duopoly, while Uber and Lyft may face market erosion [2] Group 4 - Netflix's $72 billion acquisition of Warner Bros. Discovery assets is facing a collective lawsuit from consumers [2] - TSMC reported sales of NT$343.61 billion in November, a year-on-year increase of 24.5%, marking a record high for the period [2] - Micron's NAND prices surged nearly 50% in a single month, with module manufacturers indicating that shortages will become widespread after Q2 next year [2]