Workflow
Nvidia GB300图形处理器
icon
Search documents
10月16日美股盘前要闻
Sou Hu Cai Jing· 2025-10-16 12:48
Group 1: Market Overview - US stock index futures are collectively rising, with Dow Jones futures up 0.10%, S&P 500 futures up 0.33%, and Nasdaq 100 futures up 0.50% [1] - European stock markets show mixed results, with the UK FTSE 100 down 0.25%, France's CAC40 up 0.91%, and Germany's DAX30 down 0.12% [1] Group 2: Company Developments - Morgan Stanley predicts that AI technology spending will have a positive impact by 2028, leading to substantial returns from significant capital expenditures [2] - Tesla has achieved a shareholder return rate of 39,140% since its IPO, significantly outperforming the S&P 500 and other peers [2] - Deutsche Bank raised ASML's target price from €900 to €1000 while maintaining a "Buy" rating [3] - TSMC reported Q3 revenue of NT$989.92 billion, a year-on-year increase of 30.3%, with net profit reaching NT$452.3 billion, a record high, up 39.1% year-on-year [3] - Salesforce anticipates revenue exceeding $60 billion by 2030 as it continues to actively integrate AI features into its software services, with shares rising over 6% pre-market [3] - Nscale, a UK AI cloud company, announced a $14 billion deal with Microsoft for approximately 200,000 Nvidia GB300 graphics processors [3] - Amazon founder Jeff Bezos has reduced his stake to below 10%, having sold over 100 million shares in the past year [4] - Google launched a new generation video generation model, Veo 3.1, with improvements in audio output and image-to-video effects [5] - Oracle introduced a large-scale cloud AI supercomputer, Oracle Cloud Infrastructure (OCI) Zettascale10 [6] Group 3: Legal and Regulatory Issues - NIO's US stock fell over 7% amid allegations from Singapore's Government Investment Corporation (GIC) accusing NIO and its executives of securities fraud, with NIO executives stating they are unclear about the recent speculation [3] - Canada threatens legal action against automaker Stellantis for planning to shift production of a model to a US factory, which Canada deems unacceptable [3]
Q3净利润创新高,台积电涨超2%;德意志银行上调阿斯麦目标价至1000欧元;Nscale与微软达成140亿美元新协议【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-10-16 10:53
Group 1 - Major stock index futures are showing positive movement, with Dow futures up 0.25%, S&P 500 futures up 0.27%, and Nasdaq futures up 0.42% [1] - Semiconductor stocks are experiencing a broad increase, with Nvidia up 1.07%, Broadcom up 1.69%, AMD up 0.78%, and Micron Technology up 2.66% [1] - TSMC reported a record high net profit for Q3, with consolidated revenue of NT$989.92 billion, a year-on-year increase of 30.3%. In USD, revenue for the quarter was $33.1 billion, and net profit was NT$452.3 billion, a 39.1% year-on-year increase, with a gross margin of 59.5% [1] Group 2 - NIO's stock fell over 7% following a lawsuit from Singapore's sovereign wealth fund, which accused the company and its executives of securities fraud related to a short-selling report from June 2022 [2] - Deutsche Bank raised ASML's target price from €900 to €1000 while maintaining a "buy" rating, anticipating fourth-quarter orders to rise to €6.9 billion [2] - Salesforce expects to exceed $60 billion in revenue by 2030, surpassing analyst expectations of $58.37 billion, leading to a stock increase of over 5% [3] - Nscale announced a $14 billion agreement with Microsoft for the purchase of approximately 200,000 Nvidia GPUs, contributing to a 0.26% increase in Microsoft's stock [3] - Canada is threatening legal action against Stellantis over plans to shift production of a vehicle model to a U.S. factory, resulting in a 0.59% decline in Stellantis' stock [3]
【美股盘前】Q3净利润创历史新高,台积电涨超2%;遭新加坡主权财富基金起诉,蔚来跌超7%;预计2026年营收超600亿美元,Saleforce涨超5%;...
Mei Ri Jing Ji Xin Wen· 2025-10-16 10:23
Group 1 - Major stock index futures are showing positive movement, with Dow futures up 0.25%, S&P 500 futures up 0.27%, and Nasdaq futures up 0.42% [1] - Semiconductor stocks are experiencing a broad increase, with Nvidia up 1.07%, Broadcom up 1.69%, AMD up 0.78%, and Micron Technology up 2.66% [1] - TSMC reported a record high net profit for Q3, with consolidated revenue of NT$989.92 billion, a year-on-year increase of 30.3%. In USD, revenue for the quarter was $33.1 billion, and net profit was NT$452.3 billion, a 39.1% year-on-year increase, with a gross margin of 59.5% [1] Group 2 - NIO's stock fell over 7% following a lawsuit from Singapore's sovereign wealth fund, which accused the company and its executives of securities fraud related to a short-selling report from June 2022 [2] - Deutsche Bank raised ASML's target price from €900 to €1000 while maintaining a "buy" rating, expecting fourth-quarter orders to rise to €6.9 billion [2] - Salesforce anticipates revenue exceeding $60 billion by 2030, surpassing analyst expectations of $58.37 billion, leading to a stock increase of over 5% [3] - Nscale announced a $14 billion deal with Microsoft for the purchase of approximately 200,000 Nvidia GPUs, contributing to a 0.26% increase in Microsoft's stock [3] - Canada is threatening legal action against Stellantis over plans to shift production of a vehicle model to a U.S. factory, resulting in a 0.59% decline in Stellantis' stock [3]