<h2>市场动态</h2>
<p><strong>主要美国指数期货在盘前集体上涨</strong></p>
<p>TradingKey - 在周四美国市场开盘前，CBOE 波动率指数（VIX）呈下行趋势，三大主要美国指数的期货普遍上涨。其中，纳斯达克 100 期货上涨 0.17%（报 26,249 点）；标准普尔 500 期货上涨 0.01%（报 7,029 点）；道琼斯 30 期货上涨 0.13%（报 48,536 点）。</p>
<p><strong>英伟达的新 AI 模型推动量子计算股票普遍上涨</strong></p>
<p>在周四开盘前，量子计算概念股延续了上涨势头，D-Wave Quantum (QBTS)、IonQ (IONQ)、Quantum Computing (QUBT) 均上涨超过 6%，而 Rigetti Computing (RGTI) 和 Infleqtion (INFQ) 上涨超过 4%。最近，英伟达（NVDA）宣布推出一个名为 Ising 的开源 AI 模型，旨在加速量子计算的发展，这一举措推动了量子计算领域的三天上涨。</p>
<p><strong>美国推进太空核能计划；核能概念股普遍受益</strong></p>
<p>周四，白宫发布了一项全面的政策指令，旨在将美国核反应堆送入轨道并登陆月球，核能公司的股票对此作出反应。盘前，NuScale (SMR) 上涨 10%，Oklo (OKLO) 上涨 8%，Nano Nuclear Energy (NNE) 上涨超过 7%，而 Cameco (CCJ) 和 Uranium Energy (UEC) 也上涨约 2%。</p>
<p><strong>微软股价连续四天上涨，Surface 价格在美国网站上上涨</strong></p>
<p>在开盘前，微软（MSFT）继续上涨，今日上涨 1.37%，报 416.84 美元。在新闻方面，微软在其美国官方网站上大幅提高了 Surface Laptop 和 Surface Pro 的价格，Surface Pro 11 和 Surface Laptop 7 的价格上涨幅度高达 50%。昨日，微软股价上涨 4.64%，标志着连续三天的上涨，预计今天将进一步上涨。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260416/MSFT-e7047bf08c664e569d4fb06314eebb5c.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260416/MSFT-e7047bf08c664e569d4fb06314eebb5c.png"/></p>
<p>微软股价走势图，来源：TradingView</p>
<p><strong>有利的 SEC 监管消息推动 Robinhood 上涨超过 2%</strong></p>
<p>美国零售交易平台 Robinhood (HOOD) 在盘前上涨超过 2%，报 89.36 美元。昨日，Robinhood 因有利的监管消息上涨超过 10%。在新闻方面，美国证券交易委员会（SEC）在周二晚间批准了一项 FINRA 提案，取消小投资者的交易门槛，不再限制净值低于 25,000 美元的账户在五个工作日内的交易次数。</p>
<p><strong>美伊谈判细节尚未确定；黄金、原油和比特币仍然波动</strong></p>
<p>虽然美伊之间可能会重新进行谈判，但时间和地点尚未确定。市场风险偏好下降，各类资产仍处于波动趋势中。现货黄金（XAUUSD）上涨 0.59%，保持在每盎司 4,800 美元以上，而白银（XAGUSD）波动在每盎司 80 美元左右。比特币（BTC）上涨 0.4%，波动在 74,000 美元左右；WTI 原油（USOIL）波动在每桶 85 美元左右。</p>
<h2>市场头条</h2>
<p><strong>波音加快工厂招聘，达到 2024 年初以来最快的速度</strong></p>
<p>波音（BA）正在以 2024 年初以来最快的速度扩展其劳动力。工会领导人 Jon Holden 透露，波音目前每周招聘 100 到 140 名工厂工人，旨在填补退休空缺并支持生产提升和新型号制造。目前，太平洋西北地区的工会波音员工总数已超过 34,000 人，招聘工作仍在进行中。</p>
<p><strong>欧盟提议谷歌分享搜索数据</strong></p>
<p>欧盟委员会周四就谷歌（GOOG）遵守《数字市场法案》（DMA）发布初步调查结果，提议谷歌开放搜索数据（包括具有搜索能力的 AI 信息）供第三方搜索引擎访问。利益相关者必须在 5 月 1 日前提交意见，欧盟预计将在 7 月 27 日做出具有法律约束力的最终决定。</p>
<p><strong>高盛预测：美联储将在 9 月和 12 月降息</strong></p>
<p>高盛在 4 月 16 日指出，尽管通胀预期上升和经济增长放缓，但当前的冲击尚不足以引发供应链危机或迫使美联储加息。高盛预计，失业率的轻微上升和核心通胀的改善将抵消能源价格压力，预计美联储将在今年 9 月和 12 月各降息 25 个基点。</p>
<p><strong>Anthropic 计划下周为英国银行业推出 Mythos 模型</strong></p>
<p>AI 初创公司 Anthropic 计划下周向英国金融机构发布 Mythos 模型。目前，“Project Glasswing” 已吸引亚马逊和苹果等巨头参与，Coinbase 和 Binance 也申请了访问权限。值得注意的是，Anthropic 决定不向公众发布该模型，因为 Mythos 被认为具有强大的发现和利用网络安全漏洞的能力。</p>
<p><strong>Binance 再次销毁超过 100 万 BNB</strong></p>
<p>BNB 基金会宣布已在 BNB 智能链（BSC）完成第 35 次季度代币销毁，总计销毁约 156.9 万 BNB，价值约 10.2 亿美元。销毁后，BNB 的总流通供应量减少至约 1,348 万，继续朝着 “将总供应量减少至 1 亿” 的最终目标迈进。</p>
<h2>关键数据/事件预览</h2>
<p>截至 4 月 11 日的美国初请失业金人数（万）</p>
<p>美国 4 月费城联储制造业指数</p>
<p>美国 3 月工业生产环比</p>
<p>美国五角大楼召开新闻发布会</p>
<p>纽约联储主席、永久 FOMC 投票成员 John Williams 的讲话</p>
<p>美联储理事 Milan 的讲话</p>
<p>G20 财长和央行行长会议</p>
<p>了解更多</p>

英伟达

HOOD

微软

NUCL

2 倍做多英伟达 ETF - Direxion

微软每日 2 倍做多 ETF - Direxion

<p>主要美国指数期货在盘前上涨，纳斯达克 100 期货上涨 0.17%，标准普尔 500 期货上涨 0.01%，道琼斯 30 期货上涨 0.13%。英伟达的新人工智能模型刺激了量子计算股票的上涨，而白宫的核能计划则推动了核能公司的股价。微软延续了其上涨势头，提高了 Surface 的价格，Robinhood 因有利的 SEC 消息上涨超过 2%。在美伊谈判期间，市场波动性依然存在，黄金、原油和比特币价格波动。波音公司正在快速招聘，摩根士丹利预测美联储将在今年晚些时候降息</p>

<h2>Market Movements</h2>
<div class="lb-trans"><h2>市场动态</h2>
</div><p><strong>Major U.S. index futures rose collectively pre-market</strong></p>
<div class="lb-trans"><p><strong>主要美国指数期货在盘前集体上涨</strong></p>
</div><p>TradingKey - Before Thursday's U.S. market open, the CBOE Volatility Index (VIX) trended lower, and futures for the three major U.S. indices rose across the board. Among them, Nasdaq 100 futures rose 0.17% (at 26,249 points); S&amp;P 500 futures rose 0.01% (at 7,029 points); and Dow Jones 30 futures rose 0.13% (at 48,536 points).</p>
<div class="lb-trans"><p>TradingKey - 在周四美国市场开盘前，CBOE 波动率指数（VIX）呈下行趋势，三大主要美国指数的期货普遍上涨。其中，纳斯达克 100 期货上涨 0.17%（报 26,249 点）；标准普尔 500 期货上涨 0.01%（报 7,029 点）；道琼斯 30 期货上涨 0.13%（报 48,536 点）。</p>
</div><p><strong>Nvidia's new AI model drives broad gains in quantum computing stocks</strong></p>
<div class="lb-trans"><p><strong>英伟达的新 AI 模型推动量子计算股票普遍上涨</strong></p>
</div><p>Before the bell on Thursday, quantum computing concept stocks extended their rally, with D-Wave Quantum ( QBTS ), IonQ ( IONQ ), Quantum Computing ( QUBT) all rising more than 6%, while Rigetti Computing ( RGTI) and Infleqtion ( INFQ) gained over 4%. Recently, Nvidia ( NVDA) announced the launch of an open-source AI model named Ising, designed to accelerate the development of quantum computing, a move that drove a three-day rally in the quantum computing sector.</p>
<div class="lb-trans"><p>在周四开盘前，量子计算概念股延续了上涨势头，D-Wave Quantum (QBTS)、IonQ (IONQ)、Quantum Computing (QUBT) 均上涨超过 6%，而 Rigetti Computing (RGTI) 和 Infleqtion (INFQ) 上涨超过 4%。最近，英伟达（NVDA）宣布推出一个名为 Ising 的开源 AI 模型，旨在加速量子计算的发展，这一举措推动了量子计算领域的三天上涨。</p>
</div><p><strong>U.S. advances space nuclear energy plan; nuclear power concept stocks benefit from broad gains</strong></p>
<div class="lb-trans"><p><strong>美国推进太空核能计划；核能概念股普遍受益</strong></p>
</div><p>On Thursday, the White House issued a comprehensive policy directive aimed at sending U.S. nuclear reactors into orbit and onto the lunar surface, and shares of nuclear energy companies rose in response. Pre-market, NuScale ( SMR) surged 10%, Oklo ( OKLO) gained 8%, Nano Nuclear Energy ( NNE) rose over 7%, while Cameco ( CCJ) and Uranium Energy ( UEC) also saw gains of about 2%.</p>
<div class="lb-trans"><p>周四，白宫发布了一项全面的政策指令，旨在将美国核反应堆送入轨道并登陆月球，核能公司的股票对此作出反应。盘前，NuScale (SMR) 上涨 10%，Oklo (OKLO) 上涨 8%，Nano Nuclear Energy (NNE) 上涨超过 7%，而 Cameco (CCJ) 和 Uranium Energy (UEC) 也上涨约 2%。</p>
</div><p><strong>Microsoft extends rally to four days as Surface prices rise on U.S. website</strong></p>
<div class="lb-trans"><p><strong>微软股价连续四天上涨，Surface 价格在美国网站上上涨</strong></p>
</div><p>Before the open, Microsoft ( MSFT) continued its gains, rising 1.37% today to $416.84. In terms of news, Microsoft has broadly increased prices for the Surface Laptop and Surface Pro on its U.S. official website, with the Surface Pro 11 and Surface Laptop 7 seeing price hikes of up to 50%. Yesterday, Microsoft shares jumped 4.64%, marking a three-day winning streak, and are expected to rise further today.</p>
<div class="lb-trans"><p>在开盘前，微软（MSFT）继续上涨，今日上涨 1.37%，报 416.84 美元。在新闻方面，微软在其美国官方网站上大幅提高了 Surface Laptop 和 Surface Pro 的价格，Surface Pro 11 和 Surface Laptop 7 的价格上涨幅度高达 50%。昨日，微软股价上涨 4.64%，标志着连续三天的上涨，预计今天将进一步上涨。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260416/MSFT-e7047bf08c664e569d4fb06314eebb5c.png" alt="" original-src="https://resource.tradingkey.com/uploads/20260416/MSFT-e7047bf08c664e569d4fb06314eebb5c.png"/></p>
<p>Microsoft stock price chart, Source: TradingView</p>
<div class="lb-trans"><p>微软股价走势图，来源：TradingView</p>
</div><p><strong>Favorable SEC regulatory news drives Robinhood up over 2%</strong></p>
<div class="lb-trans"><p><strong>有利的 SEC 监管消息推动 Robinhood 上涨超过 2%</strong></p>
</div><p>U.S. retail trading platform Robinhood ( HOOD) rose more than 2% pre-market to $89.36. Yesterday, Robinhood surged over 10% on favorable regulatory news. In terms of news, the U.S. Securities and Exchange Commission (SEC) on Tuesday evening approved a FINRA proposal to abolish thresholds for small investors, no longer limiting the number of trades within five business days for accounts with a net value below $25,000.</p>
<div class="lb-trans"><p>美国零售交易平台 Robinhood (HOOD) 在盘前上涨超过 2%，报 89.36 美元。昨日，Robinhood 因有利的监管消息上涨超过 10%。在新闻方面，美国证券交易委员会（SEC）在周二晚间批准了一项 FINRA 提案，取消小投资者的交易门槛，不再限制净值低于 25,000 美元的账户在五个工作日内的交易次数。</p>
</div><p><strong>U.S.-Iran talk details yet to be finalized; gold, crude oil, and Bitcoin remain volatile</strong></p>
<div class="lb-trans"><p><strong>美伊谈判细节尚未确定；黄金、原油和比特币仍然波动</strong></p>
</div><p>While there is a possibility of renewed talks between the U.S. and Iran, the time and location have yet to be determined. Market risk appetite has decreased, and various asset classes remain in a volatile trend. Spot gold ( XAUUSD) rose 0.59%, staying above $4,800 per ounce, while silver ( XAGUSD) fluctuated around $80 per ounce. Bitcoin ( BTC) rose 0.4%, oscillating around $74,000; WTI crude oil ( USOIL) fluctuated around $85 per barrel.</p>
<div class="lb-trans"><p>虽然美伊之间可能会重新进行谈判，但时间和地点尚未确定。市场风险偏好下降，各类资产仍处于波动趋势中。现货黄金（XAUUSD）上涨 0.59%，保持在每盎司 4,800 美元以上，而白银（XAGUSD）波动在每盎司 80 美元左右。比特币（BTC）上涨 0.4%，波动在 74,000 美元左右；WTI 原油（USOIL）波动在每桶 85 美元左右。</p>
</div><h2>Market Headlines</h2>
<div class="lb-trans"><h2>市场头条</h2>
</div><p><strong>Boeing accelerates factory hiring, reaching the fastest pace since the start of 2024</strong></p>
<div class="lb-trans"><p><strong>波音加快工厂招聘，达到 2024 年初以来最快的速度</strong></p>
</div><p>Boeing ( BA) is expanding its workforce at the fastest pace since the start of 2024. Union leader Jon Holden revealed that Boeing is currently hiring 100 to 140 factory workers per week, aiming to fill retirement vacancies and support production ramps and new model manufacturing. Currently, the total number of unionized Boeing employees in the Pacific Northwest has exceeded 34,000, and recruitment efforts remain ongoing.</p>
<div class="lb-trans"><p>波音（BA）正在以 2024 年初以来最快的速度扩展其劳动力。工会领导人 Jon Holden 透露，波音目前每周招聘 100 到 140 名工厂工人，旨在填补退休空缺并支持生产提升和新型号制造。目前，太平洋西北地区的工会波音员工总数已超过 34,000 人，招聘工作仍在进行中。</p>
</div><p><strong>EU proposes Google share search data,</strong></p>
<div class="lb-trans"><p><strong>欧盟提议谷歌分享搜索数据</strong></p>
</div><p>The European Commission on Thursday regarding Google ( GOOG )'s compliance with the Digital Markets Act (DMA) issued preliminary findings, proposing that Google open search data (including AI information with search capabilities) for access by third-party search engines. Stakeholders must submit comments by May 1, and the EU expects to make a legally binding final decision by July 27.</p>
<div class="lb-trans"><p>欧盟委员会周四就谷歌（GOOG）遵守《数字市场法案》（DMA）发布初步调查结果，提议谷歌开放搜索数据（包括具有搜索能力的 AI 信息）供第三方搜索引擎访问。利益相关者必须在 5 月 1 日前提交意见，欧盟预计将在 7 月 27 日做出具有法律约束力的最终决定。</p>
</div><p><strong>Goldman Sachs predicts: Fed to cut rates in September and December</strong></p>
<div class="lb-trans"><p><strong>高盛预测：美联储将在 9 月和 12 月降息</strong></p>
</div><p>Goldman Sachs noted on April 16 that despite rising inflation expectations and slowing economic growth, current shocks are not yet sufficient to trigger a supply chain crisis or force the Fed to raise rates. Goldman expects that a slight increase in the unemployment rate and improvements in core inflation will offset energy price pressures, with the Fed projected to cut interest rates by 25 basis points each in September and December of this year.</p>
<div class="lb-trans"><p>高盛在 4 月 16 日指出，尽管通胀预期上升和经济增长放缓，但当前的冲击尚不足以引发供应链危机或迫使美联储加息。高盛预计，失业率的轻微上升和核心通胀的改善将抵消能源价格压力，预计美联储将在今年 9 月和 12 月各降息 25 个基点。</p>
</div><p><strong>Anthropic to launch Mythos model for UK banking industry next week</strong></p>
<div class="lb-trans"><p><strong>Anthropic 计划下周为英国银行业推出 Mythos 模型</strong></p>
</div><p>AI startup Anthropic plans to release the Mythos model to British financial institutions next week. Currently, &#34;Project Glasswing&#34; has attracted participation from giants such as Amazon and Apple, with Coinbase and Binance also applying for access. Notably, Anthropic has decided not to release the model to the public, as Mythos is believed to possess powerful capabilities for discovering and exploiting cybersecurity vulnerabilities.</p>
<div class="lb-trans"><p>AI 初创公司 Anthropic 计划下周向英国金融机构发布 Mythos 模型。目前，“Project Glasswing” 已吸引亚马逊和苹果等巨头参与，Coinbase 和 Binance 也申请了访问权限。值得注意的是，Anthropic 决定不向公众发布该模型，因为 Mythos 被认为具有强大的发现和利用网络安全漏洞的能力。</p>
</div><p><strong>Binance burns over 1 million BNB again</strong></p>
<div class="lb-trans"><p><strong>Binance 再次销毁超过 100 万 BNB</strong></p>
</div><p>The BNB Foundation announced it has completed the 35th quarterly token burn on the BNB Smart Chain (BSC), destroying a total of approximately 1.569 million BNB, worth about $1.02 billion. Following the burn, the total circulating supply of BNB has decreased to approximately 134.8 million, continuing the progress toward the final goal of &#34;reducing total supply to 100 million.&#34;</p>
<div class="lb-trans"><p>BNB 基金会宣布已在 BNB 智能链（BSC）完成第 35 次季度代币销毁，总计销毁约 156.9 万 BNB，价值约 10.2 亿美元。销毁后，BNB 的总流通供应量减少至约 1,348 万，继续朝着 “将总供应量减少至 1 亿” 的最终目标迈进。</p>
</div><h2>Key Data/Events Preview</h2>
<div class="lb-trans"><h2>关键数据/事件预览</h2>
</div><p>US Initial Jobless Claims for the week ended April 11 (10,000s)</p>
<div class="lb-trans"><p>截至 4 月 11 日的美国初请失业金人数（万）</p>
</div><p>US Philadelphia Fed Manufacturing Index for April</p>
<div class="lb-trans"><p>美国 4 月费城联储制造业指数</p>
</div><p>US Industrial Production MoM for March</p>
<div class="lb-trans"><p>美国 3 月工业生产环比</p>
</div><p>US Pentagon holds news briefing</p>
<div class="lb-trans"><p>美国五角大楼召开新闻发布会</p>
</div><p>Speech by NY Fed President and permanent FOMC voter John Williams</p>
<div class="lb-trans"><p>纽约联储主席、永久 FOMC 投票成员 John Williams 的讲话</p>
</div><p>Speech by Fed Governor Milan</p>
<div class="lb-trans"><p>美联储理事 Milan 的讲话</p>
</div><p>G20 Finance Ministers and Central Bank Governors Meeting</p>
<div class="lb-trans"><p>G20 财长和央行行长会议</p>
</div><p>Find out more</p>
<div class="lb-trans"><p>了解更多</p>
</div>

US Pre-Market: Nvidia Drives Quantum Computing Four-Day Rally, Microsoft and Robinhood Extend Gains

- 美国主要指数期货在开盘前普遍上涨，纳指期货上涨 0.17%。  
- Nvidia 新 AI 模型推动量子计算股票涨幅扩大，D-Wave 和 IonQ 等涨超 6%。  
- 白宫发布核能政策，相关概念股如 NuScale 上涨 10%。

美国盘前市场：英伟达推动量子计算连续四天上涨，微软和 Robinhood 继续扩大涨幅