<h2>市场动态</h2>
<p><strong>美国三大股指期货全面上涨</strong></p>
<p>TradingKey - 在周二美国市场开盘前，波动率指数（VIX）小幅下跌，市场对地缘政治形势持乐观预期。在此推动下，美国三大股指期货集体走强。截至发稿时，纳斯达克 100 指数期货上涨 0.5%，至 26,721 点；标准普尔 500 指数期货上涨 0.46%，至 7,141 点；道琼斯工业平均指数期货上涨 0.65%，至 49,762 点。</p>
<p><strong>亚马逊加大对 Anthropic 的投资，点燃市场反弹</strong></p>
<p>亚马逊（AMZN）在盘前交易中上涨 3.05%，至 255.85 美元。亚马逊周一宣布与人工智能巨头 Anthropic 达成了一项里程碑式的协议：在已投资 80 亿美元的基础上，额外投资 50 亿美元；如果未来达到相关商业里程碑，最高投资额可能再增加 200 亿美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260421/amzn-2261ecfda00049fe85dcee20dd5d6911.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/20260421/amzn-2261ecfda00049fe85dcee20dd5d6911.png"/></p>
<p>亚马逊股价走势图，来源：TradingView</p>
<p><strong>丰田因中东局势影响供应链，盘前股价下跌近 4%</strong></p>
<p>丰田汽车（TM）在盘前交易中下跌 3.83%，至 207 美元。由于伊朗冲突的影响，市场对汽车供应链中断的担忧打击了丰田的盈利前景。根据共同社的报道，丰田计划削减面向中东市场的皮卡和其他车型的生产。</p>
<p><strong>阿拉斯加航空股价下跌 2.3%，撤回全年盈利预测</strong></p>
<p>阿拉斯加航空（ALK）在盘前交易中下跌 2.3%，至 42.56 美元。该公司正式撤回了全年盈利预测，主要是由于中东地缘政治不稳定导致航空燃油成本急剧上升，给利润率带来巨大压力，并增加了财务前景的不确定性。</p>
<p><strong>随着停火协议接近到期，油价和比特币价格上涨</strong></p>
<p>在周二美国市场开盘前，商品价格大体延续波动趋势，现货黄金（XAUUSD）下跌 0.68%，至 4,789 美元/盎司；白银（XAGUSD）下跌 0.92%，至 78.96 美元；WTI 原油（USOIL）上涨 1.3%，至 87.15 美元/桶；比特币（BTC）上涨近 2%，再次突破 76,000 美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260421/oil-wti-price-95740eed7a55467fab5126f3d646230f.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/20260421/oil-wti-price-95740eed7a55467fab5126f3d646230f.png"/></p>
<p>WTI 原油价格走势图，来源：TradingView</p>
<h2>市场亮点</h2>
<p><strong>美伊和平谈判前景不明，停火截止日期临近</strong></p>
<p>周二，美国与伊朗之间的最新一轮和平谈判陷入僵局。随着临时停火协议接近到期，双方发出相互矛盾的信号：特朗普在社交媒体上发文，指责伊朗 “多次” 违反停火协议，但未提供具体细节；与此同时，伊朗反指美国在谈判中缺乏诚意，并尚未明确是否会参加未来的谈判。</p>
<p><strong>SpaceX 开启 IPO 的三天关键期，与分析师举行闭门会议</strong></p>
<p>据三位知情人士透露，SpaceX 正在积极推进其迄今为止最引人注目的 IPO 计划。本周，该公司将在其德克萨斯州发射场和田纳西州的大型数据中心举行为期三天的闭门会议，与专业分析师会面。此外，根据《信息》报道，埃隆·马斯克去年从现任和前任 SpaceX 员工手中购买了约 14 亿美元的股份。</p>
<p><strong>蒂姆·库克将辞去苹果 CEO 职务，由约翰·特纳斯接任</strong></p>
<p>苹果（AAPL）宣布，蒂姆·库克将于 9 月 1 日正式辞去 CEO 职务，由约翰·特纳斯接任。在正式交接之前，库克将与特纳斯密切合作，管理交接工作。苹果表示：“库克将在整个夏季继续担任 CEO，并与特纳斯紧密合作，以确保公司领导层的顺利过渡。”</p>
<p><strong>巴克莱、劳埃德银行集团和瑞银加入英国监管机构的 AI 测试计划</strong></p>
<p>巴克莱（BCS）、劳埃德银行集团（LYG）和瑞银集团（UBS）成为最新获得授权开发和测试实际 AI 应用的英国金融机构。这些银行将加入金融行为监管局（FCA）的 AI 实验室计划，该计划旨在评估技术风险，并帮助开发工具，以在法规完全建立之前保护消费者和市场安全。监管机构指出，参与的银行将探索多种模型，包括自主 AI 和神经符号 AI，后者专注于将机器学习与结构化推理深度整合。</p>
<h2>关键数据/事件预览</h2>
<p>美国截至 4 月 4 日的 ADP 就业变化（万）</p>
<p>美国 3 月零售销售环比</p>
<p>美国 2 月商业库存环比</p>
<p>美国 3 月待售房屋销售指数环比</p>
<p>美国总统特朗普参加 CNBC 财经节目</p>
<p>美国参议院银行委员会举行凯文·沃什的美联储主席提名听证会</p>
<p>美联储理事沃勒在布鲁金斯学会发表讲话</p>
<p>了解更多</p>

GBTC

GLXY

<p>美国股指期货在市场开盘前上涨，亚马逊加大对人工智能的投资，苹果宣布领导层变动。亚马逊的股票在承诺额外投资 50 亿美元于 Anthropic 后上涨了 3.05%，而丰田因中东冲突带来的供应链担忧下跌近 4%。阿拉斯加航空的股票在撤回盈利预测后下跌了 2.3%。油价和比特币价格走强，WTI 原油上涨 1.3%，比特币上涨近 2%。SpaceX 正在为其首次公开募股（IPO）进行闭门会议的准备，巴克莱、劳埃德和瑞银加入了英国的人工智能测试计划</p>

<h2>Market Movements</h2>
<div class="lb-trans"><h2>市场动态</h2>
</div><p><strong>Three major U.S. stock index futures rise across the board</strong></p>
<div class="lb-trans"><p><strong>美国三大股指期货全面上涨</strong></p>
</div><p>TradingKey - Before the U.S. market open on Tuesday, the Volatility Index (VIX) edged lower as the market held optimistic expectations for the geopolitical situation. Driven by this, all three major U.S. index futures strengthened collectively. As of press time, Nasdaq 100 index futures rose 0.5% to 26,721 points; S&amp;P 500 index futures rose 0.46% to 7,141 points; and Dow Jones Industrial Average futures rose 0.65% to 49,762 points.</p>
<div class="lb-trans"><p>TradingKey - 在周二美国市场开盘前，波动率指数（VIX）小幅下跌，市场对地缘政治形势持乐观预期。在此推动下，美国三大股指期货集体走强。截至发稿时，纳斯达克 100 指数期货上涨 0.5%，至 26,721 点；标准普尔 500 指数期货上涨 0.46%，至 7,141 点；道琼斯工业平均指数期货上涨 0.65%，至 49,762 点。</p>
</div><p><strong>Amazon boosts Anthropic investment, igniting a rally</strong></p>
<div class="lb-trans"><p><strong>亚马逊加大对 Anthropic 的投资，点燃市场反弹</strong></p>
</div><p>Amazon( AMZN) rose 3.05% in pre-market trading to $255.85. Amazon announced a landmark agreement with AI giant Anthropic on Monday: on top of the $8 billion already invested, it will add a further $5 billion; if relevant commercial milestones are met in the future, the maximum investment could increase by another $20 billion.</p>
<div class="lb-trans"><p>亚马逊（AMZN）在盘前交易中上涨 3.05%，至 255.85 美元。亚马逊周一宣布与人工智能巨头 Anthropic 达成了一项里程碑式的协议：在已投资 80 亿美元的基础上，额外投资 50 亿美元；如果未来达到相关商业里程碑，最高投资额可能再增加 200 亿美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260421/amzn-2261ecfda00049fe85dcee20dd5d6911.png" alt="" original-src="https://resource.tradingkey.com/uploads/20260421/amzn-2261ecfda00049fe85dcee20dd5d6911.png"/></p>
<p>Amazon stock price chart, source: TradingView</p>
<div class="lb-trans"><p>亚马逊股价走势图，来源：TradingView</p>
</div><p><strong>Toyota falls nearly 4% pre-market as Middle East situation impacts supply chains</strong></p>
<div class="lb-trans"><p><strong>丰田因中东局势影响供应链，盘前股价下跌近 4%</strong></p>
</div><p>Toyota Motor ( TM) fell 3.83% in pre-market trading to $207. Affected by the conflict involving Iran, market concerns over disruptions to the automotive supply chain have hit Toyota's earnings outlook. According to Kyodo News, Toyota has planned to cut production in Asia of pickups and other models destined for the Middle Eastern market.</p>
<div class="lb-trans"><p>丰田汽车（TM）在盘前交易中下跌 3.83%，至 207 美元。由于伊朗冲突的影响，市场对汽车供应链中断的担忧打击了丰田的盈利前景。根据共同社的报道，丰田计划削减面向中东市场的皮卡和其他车型的生产。</p>
</div><p><strong>Alaska Airlines shares fall 2.3% after withdrawing full-year profit forecast</strong></p>
<div class="lb-trans"><p><strong>阿拉斯加航空股价下跌 2.3%，撤回全年盈利预测</strong></p>
</div><p>Alaska Airlines ( ALK) fell 2.3% in pre-market trading to $42.56. The company officially withdrew its full-year profit forecast, primarily because geopolitical instability in the Middle East has driven a sharp rise in jet fuel costs, putting heavy pressure on profit margins and adding uncertainty to its financial outlook.</p>
<div class="lb-trans"><p>阿拉斯加航空（ALK）在盘前交易中下跌 2.3%，至 42.56 美元。该公司正式撤回了全年盈利预测，主要是由于中东地缘政治不稳定导致航空燃油成本急剧上升，给利润率带来巨大压力，并增加了财务前景的不确定性。</p>
</div><p><strong>Oil and Bitcoin prices strengthen as ceasefire agreement nears expiration</strong></p>
<div class="lb-trans"><p><strong>随着停火协议接近到期，油价和比特币价格上涨</strong></p>
</div><p>Before the U.S. market open on Tuesday, commodities largely continued their volatile trend, with spot gold ( XAUUSD) fell 0.68% to $4,789/oz; silver ( XAGUSD) fell 0.92% to $78.96; WTI crude oil ( USOIL) rose 1.3% to $87.15/barrel; Bitcoin ( BTC) rose nearly 2%, breaking through $76,000 once again.</p>
<div class="lb-trans"><p>在周二美国市场开盘前，商品价格大体延续波动趋势，现货黄金（XAUUSD）下跌 0.68%，至 4,789 美元/盎司；白银（XAGUSD）下跌 0.92%，至 78.96 美元；WTI 原油（USOIL）上涨 1.3%，至 87.15 美元/桶；比特币（BTC）上涨近 2%，再次突破 76,000 美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260421/oil-wti-price-95740eed7a55467fab5126f3d646230f.png" alt="" original-src="https://resource.tradingkey.com/uploads/20260421/oil-wti-price-95740eed7a55467fab5126f3d646230f.png"/></p>
<p>WTI crude oil price chart, source: TradingView</p>
<div class="lb-trans"><p>WTI 原油价格走势图，来源：TradingView</p>
</div><h2>Market Highlights</h2>
<div class="lb-trans"><h2>市场亮点</h2>
</div><p><strong>US-Iran peace negotiation prospects remain uncertain as ceasefire deadline looms</strong></p>
<div class="lb-trans"><p><strong>美伊和平谈判前景不明，停火截止日期临近</strong></p>
</div><p>On Tuesday, the latest round of peace negotiations between the United States and Iran hit a stalemate. As the temporary ceasefire agreement nears expiration, both sides issued conflicting signals: Trump posted on social media, accusing Iran of having violated the ceasefire &#34;multiple times&#34; without providing specific details; meanwhile, Iran counter-accused the U.S. of lacking sincerity in negotiations and has yet to clarify whether it will attend future talks.</p>
<div class="lb-trans"><p>周二，美国与伊朗之间的最新一轮和平谈判陷入僵局。随着临时停火协议接近到期，双方发出相互矛盾的信号：特朗普在社交媒体上发文，指责伊朗 “多次” 违反停火协议，但未提供具体细节；与此同时，伊朗反指美国在谈判中缺乏诚意，并尚未明确是否会参加未来的谈判。</p>
</div><p><strong>SpaceX kicks off three crucial days for IPO, holding closed-door meetings with analysts</strong></p>
<div class="lb-trans"><p><strong>SpaceX 开启 IPO 的三天关键期，与分析师举行闭门会议</strong></p>
</div><p>According to three people familiar with the matter, SpaceX is actively advancing its most high-profile IPO plan to date. This week, the company will hold three days of closed-door meetings at its Texas launch site and a large data center in Tennessee to meet with professional analysts. Additionally, according to a report by The Information, Elon Musk purchased approximately $1.4 billion worth of shares from current and former SpaceX employees last year.</p>
<div class="lb-trans"><p>据三位知情人士透露，SpaceX 正在积极推进其迄今为止最引人注目的 IPO 计划。本周，该公司将在其德克萨斯州发射场和田纳西州的大型数据中心举行为期三天的闭门会议，与专业分析师会面。此外，根据《信息》报道，埃隆·马斯克去年从现任和前任 SpaceX 员工手中购买了约 14 亿美元的股份。</p>
</div><p><strong>Tim Cook to step down as Apple CEO, succeeded by John Ternus</strong></p>
<div class="lb-trans"><p><strong>蒂姆·库克将辞去苹果 CEO 职务，由约翰·特纳斯接任</strong></p>
</div><p>Apple ( AAPL) announced that Tim Cook will officially step down as CEO on September 1, with John Ternus set to take the helm. Before the formal transition, Cook will work closely with Ternus to manage the handover. Apple stated: &#34;Cook will continue to serve as CEO throughout the summer and work closely with Ternus to ensure a smooth transition of the company's leadership.&#34;</p>
<div class="lb-trans"><p>苹果（AAPL）宣布，蒂姆·库克将于 9 月 1 日正式辞去 CEO 职务，由约翰·特纳斯接任。在正式交接之前，库克将与特纳斯密切合作，管理交接工作。苹果表示：“库克将在整个夏季继续担任 CEO，并与特纳斯紧密合作，以确保公司领导层的顺利过渡。”</p>
</div><p><strong>Barclays, Lloyds Banking Group, and UBS join UK regulator's AI testing program</strong></p>
<div class="lb-trans"><p><strong>巴克莱、劳埃德银行集团和瑞银加入英国监管机构的 AI 测试计划</strong></p>
</div><p>Barclays ( BCS ), Lloyds Banking Group ( LYG) and UBS Group ( UBS) have become the latest financial institutions in the UK authorized to develop and test practical AI applications. These banks will join the Financial Conduct Authority's (FCA) AI Lab program, which aims to assess technical risks and help develop tools to safeguard consumers and market security before regulations are fully established. Regulators noted that participating banks will explore various models, including agentic AI and neuro-symbolic AI, the latter of which focuses on deeply integrating machine learning with structured reasoning.</p>
<div class="lb-trans"><p>巴克莱（BCS）、劳埃德银行集团（LYG）和瑞银集团（UBS）成为最新获得授权开发和测试实际 AI 应用的英国金融机构。这些银行将加入金融行为监管局（FCA）的 AI 实验室计划，该计划旨在评估技术风险，并帮助开发工具，以在法规完全建立之前保护消费者和市场安全。监管机构指出，参与的银行将探索多种模型，包括自主 AI 和神经符号 AI，后者专注于将机器学习与结构化推理深度整合。</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 ADP Employment Change for the week ending April 4 (10,000s)</p>
<div class="lb-trans"><p>美国截至 4 月 4 日的 ADP 就业变化（万）</p>
</div><p>US Retail Sales MoM for March</p>
<div class="lb-trans"><p>美国 3 月零售销售环比</p>
</div><p>US Business Inventories MoM for February</p>
<div class="lb-trans"><p>美国 2 月商业库存环比</p>
</div><p>US Pending Home Sales Index MoM for March</p>
<div class="lb-trans"><p>美国 3 月待售房屋销售指数环比</p>
</div><p>US President Trump participates in a CNBC financial program</p>
<div class="lb-trans"><p>美国总统特朗普参加 CNBC 财经节目</p>
</div><p>The US Senate Banking Committee holds a hearing on Kevin Warsh's nomination for Fed Chair</p>
<div class="lb-trans"><p>美国参议院银行委员会举行凯文·沃什的美联储主席提名听证会</p>
</div><p>Fed Governor Waller speaks at the Brookings Institution</p>
<div class="lb-trans"><p>美联储理事沃勒在布鲁金斯学会发表讲话</p>
</div><p>Find out more</p>
<div class="lb-trans"><p>了解更多</p>
</div>

US Pre-Market: Crude Oil and Bitcoin Prices Strengthen, Amazon Boosts AI Investment to Lead Tech Sector, Apple Leadership Change in Focus

- 美国主要股票指数期货普遍上涨，市场乐观预期。  
- 亚马逊宣布对 Anthropic 增资，推动股价上涨。  
- 丰田因中东局势影响，股价下跌近 4%。

TradingKey

Grayscale Bitcoin Trust BTC - ETF

Galaxy Digital

苹果

西方石油

和顺石油

American Bitcoin

炼油公司指数 ETF - VanEck Vectors

Valkyrie Bitcoin and Ether Strategy ETF

美国石油设备与服务 ETF - iShares

ARK 21Shares Active Bitcoin Futures Strategy ETF

Global X 机器人工智能ETF

ARK 21Shares Bitcoin ETF

T-Rex 2X Long Apple Daily Target ETF

Invesco S&P 500 Equal Weight Tech ETF

Invesco Galaxy Bitcoin ETF

创新 ETF - ARK

ProShares Bitcoin Strategy ETF

纳指 100 ETF - Invesco

3 倍做多纳指 ETF - ProShares

ARK 21Shares Active Bitcoin Ethereum Strategy ETF

iShares Future AI & Tech ETF

在线零售 ETF - ProShares

线上零售 ETF - Amplify

零售业 ETF - VanEck Vectors

云计算 ETF - GlobalX

区块链 ETF - Amplify

美国 WTI 原油 ETF

Fidelity Wise Origin Bitcoin Fund - ETF

Roundhill AMZN WeeklyPay ETF

能源业 ETF - SPDR

北美科技软件股指数 ETF - iShares

能源业 ETF - Vanguard

电子商务 ETF - GlobalX

Bitwise Bitcoin ETF

VanEck Bitcoin ETF

全球科技股指数 ETF - iShares

美国盘前市场：原油和比特币价格上涨，亚马逊加大对人工智能的投资以引领科技行业，苹果的领导层变动成为关注焦点