美股前瞻 交易员押注周四CPI“无关紧要”，美股波动预期骤降 特朗普将周三面试美联储理事沃勒

Market Movements - US stock index futures are all up, with Dow futures rising by 0.23%, S&P 500 futures up by 0.34%, and Nasdaq futures increasing by 0.44% [1] - European indices show mixed results, with Germany's DAX down by 0.01%, UK's FTSE 100 up by 1.63%, France's CAC40 down by 0.15%, and the Euro Stoxx 50 up by 0.12% [1] Oil Prices - WTI crude oil has increased by 1.74%, reaching $56.09 per barrel, while Brent crude oil is up by 1.63%, priced at $59.88 per barrel [2] Economic and Market News - President Trump is expected to interview Federal Reserve Governor Christopher Waller for the Fed Chair position, with the process moving quickly [3] - Traders are showing less concern regarding the upcoming CPI report, with expectations of only a 0.7% volatility in the S&P 500 index, significantly lower than the 1% average seen in previous months [3] Oil Market Insights - Oil prices have rebounded from four-year lows due to geopolitical tensions in Venezuela, with the country’s oil production recovering but still below historical levels [4] - Goldman Sachs indicates that the Federal Reserve may be more willing to cut rates next year, influenced by cautious labor market data [4] Technology and AI Investments - Concerns over AI financing are deemed exaggerated, with Goldman Sachs stating that $700 billion to $1 trillion in capital expenditures will be supported by operational cash flow [5] - Amazon is reportedly in talks to invest $10 billion in OpenAI, which would enhance its competitive position against Nvidia in the AI chip market [5] - Nvidia and SK Hynix are collaborating on an AI SSD that aims to achieve up to 1 million IOPS, significantly improving performance [7] Company Developments - Warner Bros. is set to reject a hostile takeover bid from Paramount due to concerns over financing and terms, favoring its existing agreement with Netflix [6][7] - Waymo, Alphabet's autonomous driving unit, is seeking to raise over $15 billion at a valuation nearing $100 billion [8] - GlaxoSmithKline's new asthma drug has received FDA approval, which could position it as a significant product in the market [9]