今晚9点30，美国重要数据公布；3nm制程供不应求，台积电股价上涨；特朗普：禁止囤房；商务部回应审查Meta收购Manus【美股盘前】

Group 1 - Major U.S. stock index futures are experiencing declines, with Dow futures down 0.23%, S&P 500 futures down 0.15%, and Nasdaq futures down 0.23% [1] - Brain-computer interface company Neuralink saw a pre-market surge of 27%, following a 157% increase over the past three days, driven by Elon Musk's announcement regarding mass production [1] - Defense and aerospace stocks are rising in pre-market trading, with Lockheed Martin up over 7% and Northrop Grumman also increasing by over 7%, following Trump's call for a significant increase in the U.S. defense budget to $1.5 trillion by 2027 [1] Group 2 - JPMorgan will replace Goldman Sachs as the new issuer of Apple credit cards, with the transition expected to take 24 months [1] - The Chinese Ministry of Commerce is reviewing Meta's acquisition of AI platform Manus, emphasizing compliance with Chinese laws and regulations for cross-border mergers and investments [2] - S&P Global forecasts a 50% increase in global copper demand by 2040, driven by growth in AI and defense sectors, with a potential annual supply gap exceeding 10 million tons if recycling and mining efforts are not intensified [2] Group 3 - Revolution Medicines, a cancer drug developer, saw a pre-market decline of over 9% after AbbVie announced it was not in talks to acquire the company [3] - TSMC's 3nm process technology remains in high demand, with a 1.4% increase in stock price, as the company maintains high capacity utilization and has temporarily halted new projects due to overwhelming orders [3]