美股前瞻 | 三大股指期货齐跌，特朗普拟年增5000亿国防开支，国防板块盘前大涨

Market Overview - US stock index futures are all down, with Dow futures down 0.36%, S&P 500 futures down 0.20%, and Nasdaq futures down 0.28% [1] - European indices also show declines, with Germany's DAX down 0.20%, UK's FTSE 100 down 0.33%, France's CAC 40 down 0.27%, and the Euro Stoxx 50 down 0.40% [2][3] Oil Market - WTI crude oil increased by 1.43% to $56.79 per barrel, while Brent crude oil rose by 1.57% to $60.90 per barrel [3][4] Defense Sector - Trump's proposal to increase defense spending by $500 billion annually has led to a surge in the defense sector, with major companies like Northrop Grumman and Lockheed Martin seeing pre-market gains of over 8% [5] Labor Market - US labor market shows signs of recovery as layoffs drop to a 17-month low and hiring intentions increase, alleviating concerns about a sharp slowdown [6] - The data supports a "soft landing" narrative for the economy, indicating a combination of reduced layoffs and increased hiring intentions [6] Federal Reserve - Federal Reserve Vice Chair Bowman is reviewing the bank rating system and regulatory thresholds, aiming to adjust them in line with nominal GDP [6] Consumer Market - Goldman Sachs is betting on a "consumer bull market" in 2026, focusing on companies benefiting from increased middle-class spending, particularly in healthcare, materials, and essential consumer goods [6] AI Sector - Anthropic, an AI startup, is seeking to raise $10 billion at a valuation of $350 billion, with participation from Microsoft and Nvidia [7][8] Semiconductor Industry - Samsung Electronics reported a 208% increase in operating profit due to rising memory chip prices driven by AI demand, achieving a record high in revenue [9] - TSMC is experiencing high demand for its 3nm process, leading to increased prices and a temporary halt on new projects [9] Corporate News - AbbVie denied negotiations to acquire Revolution Medicines, causing a nearly 7% drop in Revolution's stock [10] - Equinor signed a contract worth approximately 99 billion USD to maintain oil and gas production levels in Norway, emphasizing its importance to European energy security [11] - HSBC agreed to pay around 3 billion euros to settle a tax scandal in France [11]