三大股指期货齐涨，非农+关税裁决“双核爆点”

Market Overview - US stock index futures are all up before the market opens, with Dow futures rising by 0.04%, S&P 500 futures by 0.11%, and Nasdaq futures by 0.20% [1] - European indices also show positive movement, with Germany's DAX up 0.41%, UK's FTSE 100 up 0.52%, France's CAC 40 up 0.86%, and the Euro Stoxx 50 up 1.06% [2][3] - WTI crude oil prices increased by 0.73% to $58.18 per barrel, while Brent crude oil also rose by 0.73% to $62.44 per barrel [3][4] Economic Events - The market is anticipating the release of the US non-farm payroll report and a Supreme Court ruling on Trump's tariff policy, which are seen as critical events that could impact market volatility [5] - Goldman Sachs predicts that the upcoming non-farm payroll report will not significantly alter market expectations for Federal Reserve policy unless there is a major surprise in the data, with an expected job growth of around 70,000 [5] Company News - Meta has signed three significant nuclear energy agreements totaling 6.6 gigawatts to secure long-term zero-carbon power for its AI data centers, leading to a pre-market surge in stock prices for partners Oklo and Vistra [9] - Trump has directed Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed securities to lower housing costs, positively impacting related stocks like Rocket Companies and LoanDepot [7] - Intel's stock has surged over 70% since the US government began purchasing shares, following a meeting between Trump and Intel's CEO discussing the company's progress [10] - General Motors announced a $6 billion charge to reduce its electric vehicle investments, following a similar move by Ford, indicating a contraction in the electric vehicle market [12] - TSMC reported a 20% increase in Q4 revenue, exceeding expectations and reinforcing optimism for AI spending in 2026 [13] Industry Trends - Retail investors continue to drive the US stock market, maintaining a bullish stance despite concerns from institutional investors about market valuations [6] - The mining sector is seeing a strategic shift, with Rio Tinto considering a return to coal business to facilitate a merger with Glencore, marking a significant change in strategy [11] - Johnson & Johnson has joined a drug price reduction alliance with the Trump administration, aiming to lower drug costs for Americans in exchange for tariff exemptions [14]