【美股盘前】存储概念股普涨,闪迪涨近5%;2025Q4净利同比增35%,台积电涨超5%;小摩:维持对阿斯麦“增持”评级,目标价为1518美元;瑞士反垄断...
Mei Ri Jing Ji Xin Wen·2026-01-15 10:20

Group 1 - Dow futures decreased by 0.04%, while S&P 500 futures increased by 0.19% and Nasdaq futures rose by 0.47% [1] - SanDisk stock surged nearly 5% after Bernstein raised its target price from $300 to $580, with Micron Technology and Western Digital also rising over 3% [1] - UBS raised Intel's target price to $49, citing strong demand for personal computers and servers, and maintained a "neutral" rating [1] Group 2 - TSMC reported a 35% year-over-year profit increase in Q4, exceeding expectations and marking the eighth consecutive quarter of profit growth, leading to a stock increase of over 5% [2] - Nokia's stock rose by 4.4% after being selected as the network operations partner for New Zealand's Connexa, covering over 2,500 sites [2] - JPMorgan maintained an "overweight" rating on ASML with a target price of $1,518, expecting Q4 orders to reach €7 billion, surpassing market consensus by about 4%, resulting in a stock increase of over 5% [2] Group 3 - The Swiss Competition Commission has initiated a preliminary investigation into Microsoft's licensing fee increases, following complaints from private enterprises and government agencies regarding significant price hikes that may indicate anti-competitive behavior [3]