美股盘前要闻一览:SpaceX据悉下达巨额AI服务器订单;Anthropic被曝测试AMD的AI GPU
Odaily Odaily reports: Key market news investors need to watch before the US stock market opens as follows:
1. The three major US stock index futures are moderately higher. Dow Jones futures rose 0.26%, S&P 500 futures rose 0.45%, and Nasdaq 100 futures rose 0.92%.
2. International oil prices have risen sharply. WTI crude oil futures price rose 0.08% to $81.843 per barrel; Brent crude oil futures price rose 0.28% to $88.345 per barrel. On the news front, the Houthi group announced a "maritime navigation ban" on Saudi Arabia.
3. International gold and silver spot prices were mixed. Spot gold price fell 0.12% to $4,011.46 per ounce; spot silver price rose 1.75% to $56.86 per ounce.
4. Europe's three major stock indexes were mixed. UK FTSE 100 fell 0.29%, France's CAC40 rose 0.29%, and Germany's DAX30 rose 0.24%.
5. SpaceX plans to order approximately 13,000 NVIDIA GB300 AI server racks from Hon Hai Precision Industry Co., with the transaction size potentially reaching $52 billion. Hon Hai is expected to begin shipments in Q4 of this year.
6. JPMorgan Chase stated that it is still "too early" to reflect the semiconductor price inflection point in the market, and expects earnings growth to drive a rebound in the US chip sector.
7. Semiconductor research firm SemiAnalysis indicated that by analyzing GitHub code published by AMD executives, Anthropic may become a customer for its AI GPUs, with signs of cooperation appearing in public code.
8. US stock optical communications and memory sectors rose pre-market. Lumentum rose over 3%, Coherent and Corning rose over 2%; SK Hynix, Micron Technology, and SanDisk rose over 4%.
