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] Market News - President Trump is expected to interview Federal Reserve Governor Christopher Waller for the position of Fed Chair, 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 volatility seen in previous months [3] Oil Market Dynamics - 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 inclined to cut rates next year, influenced by labor market data [4] AI Financing Insights - Concerns regarding AI financing are deemed exaggerated, with Goldman Sachs estimating that $700 billion to $1 trillion will be needed for future expenditures, primarily funded by operational cash flow [5] - Amazon is reportedly in talks to invest $10 billion in OpenAI, which could enhance its competitive position against Nvidia in the AI chip market [5] Corporate Developments - Warner Bros. plans to reject a hostile takeover bid from Paramount due to concerns over financing arrangements [6][7] - Nvidia is collaborating with SK Hynix to develop AI solid-state drives, aiming for production by 2027, with performance improvements expected to be significant [7] - Waymo, a subsidiary of Alphabet, is seeking to raise over $15 billion at a valuation nearing $100 billion [8] - GlaxoSmithKline has received FDA approval for a new asthma drug, which could become a significant product with a dosing frequency of only twice a year [9]