盘前：纳指期货涨0.02% 伊美新一轮谈判启动

Market Overview - Global stock market gains have stalled amid dissatisfaction with Nvidia's latest sales guidance and high-risk nuclear negotiations between the US and Iran [2][25] - US stock index futures showed slight increases, with the Dow futures up 0.12%, S&P 500 futures up 0.08%, and Nasdaq futures up 0.02% [3][26] - European markets stabilized as they digested a wave of earnings reports, with the pan-European STOXX 600 index hovering near record highs [3][25] Nvidia's Performance - Nvidia reported record fourth-quarter sales and a 94% year-over-year profit increase, but traders expressed skepticism about the sustainability of AI-related sales growth [4][26] - Despite initial gains in after-hours trading, Nvidia's stock retreated as market excitement waned [4][26] - Analysts noted that while Nvidia's earnings were strong, there were concerns about the details of its growth drivers and competitive landscape [4][26] Oil Market and Geopolitical Risks - Brent crude oil prices surpassed $71 per barrel, nearing the highest level since July, as the US prepares to review Iran's latest proposal in Geneva [5][26] - Analysts indicated that the market may be underestimating short-term risks associated with US-Iran negotiations, with potential military action not ruled out [27] - The EIA reported a significant increase in US crude oil inventories, rising by 16 million barrels, marking the largest weekly increase since February 2023 [28] Currency and Bond Market - The US dollar weakened slightly, with the dollar index down 0.1% to 97.637, influenced by uncertainty regarding trade policies and concerns over the Federal Reserve's independence [29] - US Treasury yields fell during the Asian session, reversing previous gains, with the 2-year yield down 0.8 basis points to 3.462% and the 10-year yield down 0.6 basis points to 4.041% [29] Commodity Market - Gold prices remained above $5,100, supported by geopolitical risks related to Iran and uncertainty surrounding US trade policies [30] - The price of gold has increased by over 3.5% this week, bolstered by concerns over trade policy and geopolitical tensions [30] Corporate Debt Market - The demand for US corporate bonds has led to unprecedented competition in the primary market, with Barclays reporting that competition levels have surpassed any period since 2017 [31] - The competition intensity for high-rated bonds is projected to be 15% higher than in 2017, while the intensity for junk bonds is expected to be about 30% higher [31] Individual Stock Movements - Quantum computing stocks saw pre-market gains, with IonQ up 12% and D-Wave Quantum up 5% [34] - Nutanix surged 20% after reporting better-than-expected earnings and announcing a $250 million AI partnership with AMD [34] - C3.ai experienced a significant drop of 22% in pre-market trading due to disappointing Q3 results and Q4 guidance [37]