美股盘前要点 | 美国拟对特定半导体加征25%关税！台积电Q4净利润大增35%创新高

Group 1 - The U.S. President Trump announced that after the tariff investigation concludes, a 25% tariff will be imposed on chips imported to the U.S. that are not intended for the domestic AI industry [1] - The U.S. Senate Banking Committee has postponed the review of the cryptocurrency market structure bill [1] Group 2 - U.S. stock index futures are all up, with Nasdaq futures rising by 0.79%, S&P 500 futures up by 0.36%, and Dow futures increasing by 0.16% [2] - Major European stock indices showed mixed results, with Germany's DAX index down by 0.14%, the UK's FTSE 100 index up by 0.52%, and France's CAC index declining [2] - AI companies such as Anthropic, OpenAI, and SpaceX are reportedly initiating plans for IPOs amid the AI boom [2] - TSMC reported a 35% year-on-year increase in Q4 net profit, reaching a record NT$505.7 billion, and expects capital expenditures of $52 billion to $56 billion by 2026 [2] - Amazon has entered a two-year supply agreement with Rio Tinto to procure copper resources to support AI data center demands [2] - Alibaba's Qianwen App has launched over 400 service functions, marking a transition from "chat dialogue" to the "AI service era" [2] - BlackRock reported Q4 adjusted earnings per share of $13.16, exceeding expectations, with assets under management reaching a record $14 trillion [2] - Citigroup's CEO Jane Fraser hinted at further layoffs this year, urging employees to work harder [2] - AbbVie is seeking to expand its share in the rapidly growing obesity treatment market [2] - Stellantis' CEO announced plans for business restructuring this year, though specific details have not been disclosed [2] - Boston Scientific will acquire medical technology company Penumbra for $14.5 billion [2] - Ericsson continues to implement cost-cutting measures, planning to lay off 1,600 employees in Sweden [2]