美股前瞻 | 三大股指期货涨跌不一，市场聚焦CES 2026：AI牛市叙事继续主导股市

Market Overview - As of January 6, US stock index futures showed mixed results, with Dow futures down 0.13%, S&P 500 futures down 0.02%, and Nasdaq futures up 0.12% [1] - European indices displayed varied performance, with Germany's DAX up 0.32%, UK's FTSE 100 up 0.76%, France's CAC40 down 0.44%, and the Euro Stoxx 50 down 0.22% [2][3] - WTI crude oil increased by 0.15% to $58.41 per barrel, while Brent crude oil rose by 0.19% to $61.88 per barrel [4] AI and Technology Developments - At CES 2026, Nvidia and AMD showcased advancements in AI technology, with Nvidia introducing the Vera Rubin AI GPU platform and AMD presenting the MI500 GPU, promising significant performance improvements [5] - The automotive industry is shifting focus towards AI-driven autonomous driving technologies, as traditional EV manufacturers face challenges [6] Geopolitical and Economic Factors - The recent military actions in Venezuela have not significantly impacted US stock markets, but they highlight the potential risks in trading logic for 2026 [6] - Despite geopolitical tensions and economic challenges, JPMorgan remains optimistic about IPO and M&A activities in 2026, citing strong market demand [7] Company-Specific News - Supermicro announced an expansion of its liquid cooling support for Nvidia's Vera Rubin platform during CES 2026 [8] - Microsoft completed the acquisition of AI data engineering platform Osmos to enhance its Fabric platform [8] - Intel unveiled its Panther Lake architecture at CES, aiming to regain market share with new laptops featuring advanced processors [9] - Qualcomm is entering the mid-range PC market with its Snapdragon X2 Plus processor, targeting affordability while enhancing AI capabilities [10] - Anheuser-Busch InBev announced a $3 billion buyback of a 49.9% stake in its US metal can plants, emphasizing its strategic importance in the supply chain [10]