美股前瞻 | 三大股指期货齐跌 期权市场狂赌美联储降息超预期

Market Movements - U.S. stock index futures are all down, with Nasdaq futures down 0.32%, S&P 500 futures down 0.30%, and Dow futures down 0.39% [1] - European indices are also experiencing declines, with Germany's DAX down 0.88%, UK's FTSE 100 down 0.83%, France's CAC40 down 0.78%, and the Euro Stoxx 50 down 0.83% [2] - WTI crude oil is up 1.25% at $65.86 per barrel, while Brent crude is up 1.18% at $71.18 per barrel [2] Market News - U.S. Federal Reserve officials signal a hawkish stance, while rate option traders are betting on more aggressive rate cuts than currently expected [3] - A warning from Universa Investments' founder suggests that the S&P 500 could rise to 8000 points before a significant drop, indicating a potential market bubble [4] - Foreign investment in U.S. long-term financial assets is projected to increase to $1.55 trillion by 2025, countering the "sell America" narrative [5] - Retail investors are aggressively buying software stocks, with spending reaching historical highs, despite a sell-off due to AI threats [6] Individual Company News - NVIDIA's CEO announces the unveiling of several unprecedented new chips at the upcoming GTC 2026 conference, which is expected to solidify its leadership in AI infrastructure [8] - Google partners with Sea to develop AI tools for e-commerce and gaming, marking a significant step in the commercialization of AI models [9] - Warner Bros. is in a bidding war, with expectations that the bid for control will increase, as Paramount is likely to raise its offer [9] - Occidental Petroleum reports Q4 earnings exceeding expectations, with adjusted EPS of $0.31 and revenue of $5.42 billion, despite a 5.2% year-over-year decline [10] - Rio Tinto's annual earnings remain flat, slightly below expectations, with strong copper performance offsetting weak iron ore results [11] - Teck Resources reports strong Q4 profits driven by rising copper prices, with EBITDA increasing from CAD 835 million to CAD 1.51 billion [12]