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美股盘前要点 | 特朗普发表史上最长国情咨文演讲!英伟达Q4业绩盘后放榜
Ge Long Hui· 2026-02-25 12:38
Group 1 - Nvidia reported its Q4 earnings for fiscal year 2026 [2] - The U.S. housing finance agency indicated that Fannie Mae and Freddie Mac are "very likely" to go public this year, with valuations between $500 billion to $700 billion [2] - Google is heavily investing in "iron-air batteries," claiming they can provide stable power for up to 100 hours [2] Group 2 - Paramount increased its acquisition offer to $31 per share, with Warner Bros suggesting it may be better than Netflix's current proposal [2] - HP's Q1 revenue grew by 6.9% year-over-year to $14.4 billion, but U.S. tariffs and rising memory costs are dragging down profit guidance [2] - First Solar's Q4 earnings increased by 32.6% year-over-year to $4.84, but its sales guidance for the year fell short of expectations [2] Group 3 - Moody's chief economist warned of a disconnection between the market and the economy, predicting a large-scale, all-asset sell-off [2] - Unity Software is reportedly considering selling its China business, with a valuation potentially exceeding $1 billion [2] - Alcoa is seeking to sell or reduce the scale of 10 sites to the data center industry [2]