2月4日美股盘前要闻

Market Overview - US stock index futures show mixed performance, with Dow Jones futures up 0.25% and S&P 500 futures up 0.13%, while Nasdaq 100 futures are down 0.26% [1] - European stocks are also mixed, with the UK FTSE 100 up 1.2% and France's CAC index up 0.89%, while Germany's DAX index is down 0.3% [2] Employment Data - In January, ADP employment numbers increased by 22,000, which is below the forecast of 45,000 and the previous value of 41,000 [2] Corporate Developments - Oracle's data center project faces financing pressure, with US banks seeking to sell related loans valued at at least $56 billion, secured by future leasing agreements with Oracle and OpenAI [2] - Nvidia is reportedly planning to invest $20 billion in OpenAI, which would be its largest single investment to date [3] - AMD shares are down over 9% as the company forecasts Q1 2026 revenue between $9.5 billion and $10.1 billion, a 4.5% decline from the previous quarter [5] - Super Micro Computer shares surged over 11% after the company announced projected sales of at least $40 billion for the fiscal year, up from a previous forecast of $36 billion [5] - Novo Nordisk shares fell over 4% after a nearly 15% drop the previous night, as the company expects a slowdown in sales and profit growth, particularly in the US market [5] - Eli Lilly shares rose over 8% as the company anticipates 2026 revenue between $80 billion and $83 billion, exceeding market expectations [6] - Uber shares dropped over 10% due to lower-than-expected profit guidance for the first quarter [7] - Lumentum shares rose nearly 16% due to strong demand for optical circuit switches and co-packaged optics, with guidance indicating up to 85% year-over-year revenue growth for the next quarter [7] - AI startup Anthropic plans to conduct an employee equity sale with a valuation of at least $350 billion and is pursuing a funding round of over $20 billion [7] - Google is set to release its Q4 earnings report, with expectations of $111.48 billion in revenue, a 15.56% year-over-year increase, and earnings per share of $2.64, a 22.79% increase [7]