美股盘前要点丨三大股指期货集体下跌、三星HBM4芯片拟大幅提价30%

Group 1 - OpenAI is reportedly nearing the completion of the first phase of a new funding round, expected to exceed $100 billion, making it one of the largest financing deals in tech history. The overall valuation of the company may surpass $850 billion, higher than the previous estimate of $830 billion. The first phase of funding will primarily come from strategic investors, including Amazon, SoftBank, Nvidia, and Microsoft [1] - Walmart's stock is down 3% in pre-market trading after issuing a cautious earnings forecast [5] - Hims & Hers shares rose approximately 7% in pre-market trading after announcing a deal to acquire Eucalyptus for over $1 billion [6] - DoorDash shares surged nearly 10% in pre-market trading due to strong revenue growth following its acquisition of Deliveroo [7] - Airbus reported a revenue of €73.42 billion for the fiscal year 2025, a 6% year-over-year increase, with a net profit of €5.221 billion, up 23%, and earnings per share of €6.61 [9] - Vietnam's Sun Group announced a $22.5 billion agreement with Boeing to purchase 40 787-9 Dreamliner aircraft [11] Group 2 - The three major U.S. stock index futures are collectively down, with Dow futures down 0.25%, S&P 500 futures down 0.22%, and Nasdaq 100 futures down 0.36% [2] - European stocks are broadly down, with the FTSE MIB index in Italy falling over 1%, the Euro Stoxx 50 index and DAX 30 in Germany down nearly 1%, the FTSE 100 in the UK down 0.6%, and the CAC 40 in France down 0.8% [3] - U.S. storage stocks saw slight gains in pre-market trading, with SanDisk up 2% and Western Digital up 2%. The storage industry received positive news as Samsung Electronics is reportedly negotiating prices for the new generation HBM4 chips, with quotes up to 30% higher than the previous generation, reaching approximately $700 [4] - Nvidia's CEO Jensen Huang teased an upcoming "unprecedented" new chip at the GTC 2026 conference, generating significant industry interest [10]