美股盘前要点 | 谷歌资本支出指引爆表，ChatGPT在美市场份额降至45.3%

Group 1 - US stock index futures are all down, with Nasdaq futures down 0.36%, S&P 500 futures down 0.24%, and Dow futures down 0.13% [1] - Major European indices show mixed results, with Germany's DAX down 0.62%, UK's FTSE 100 down 0.39%, France's CAC up 0.01%, and the Euro Stoxx 50 down 0.34% [2] Group 2 - Alphabet's Q4 performance exceeded expectations, with capital expenditure guidance nearly doubling to $175 billion - $185 billion [3] - Qualcomm's Q2 revenue and adjusted EPS guidance fell short of expectations, impacted by supply chain bottlenecks in the mobile chip business [4] - Arm's Q3 revenue grew 26% year-over-year to $1.24 billion, but the revenue guidance for the current quarter did not meet the most optimistic expectations [5] - Sony's Q3 operating profit increased 22% year-over-year to 515 billion yen, with global PS5 shipments surpassing 92.2 million units [6] - Shell's Q4 adjusted net profit decreased 11% year-over-year to $3.26 billion, while maintaining a $3.5 billion quarterly stock buyback plan [7] - Social media company Snap recorded an unexpected net profit of $45.2 million in Q4 last year and plans to buy back $500 million in stock [8] Group 3 - ChatGPT's market share in the US dropped to 45.3% in January, while Gemini and Grok's market shares rose to 25.1% and 15.2%, respectively [9] - TSMC plans to invest $17 billion in Japan for large-scale production of 3nm chips [11] - Reports indicate HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese manufacturers for the first time [12] - Alibaba employees revealed that Jack Ma appeared at Alibaba's headquarters for the Qianwen Spring Festival project team [13] - Baidu expects to distribute dividends for the first time in 2026 and plans to buy back up to $5 billion in stock [14] - NIO released a profit forecast, expecting adjusted operating profit for Q4 last year to be between 700 million - 1.2 billion yuan [15] - Uber plans to launch Robotaxi autonomous taxi services in Hong Kong within this year [16] - Nasdaq is considering introducing a new "fast-track" rule for large IPOs like SpaceX [17] - Meituan intends to acquire all issued shares of fresh e-commerce company Dingdong for $717 million [18] - Faraday Future established EAI Robotics and launched three series of EAI robots: Futurist, Master, and Aegis [19]