美股盘前要闻一览：英伟达财报来袭，美国7月PCE年率3.7%超预期，9月加息概率升至42%

美股盘前要闻一览：英伟达财报来袭，美国7月PCE年率3.7%超预期，9月加息概率升至42%

2026-08-26 21:00

ChainThink 消息，8 月 26 日，美股盘前市场重点关注以下事件： 英伟达将于美股周三盘后公布第二季度财报，华尔街预计其营收超 920 亿美元，第三季度营收约 1037 亿美元。

该财报被视为检验 AI 交易热度的关键节点，可能影响 AI 板块后续走势。美国 7 月 PCE 年率 3.7%，高于预期 3.6%，核心 PCE 年率 3.3% 符合预期。

数据公布后，市场预计 9 月美联储加息概率升至 42%，此前为 36%。路透调查显示，标普 500 指数预计 2026 年底达 7900 点，道指预期 54500 点。

2026 年美国中期选举进入 10 周倒计时，民主党在国会选票中领先约 6 个百分点，若其重夺国会控制权，美国可能进入“分裂政府”状态。

阿里巴巴完成 800 亿港元新股配售，发行 7.1 亿股，每股 112.70 港元，所得净额用于加强全球 AI 布局。

MiniMax 披露 7 月 Token 消耗量达 1 月的 20 倍，Q2 收入环比增长 81.8%，8 月 ARR 超 8 亿美元。

三星电子与 SK 海力士计划下半年增加对英伟达的 8 层 HBM4 内存供应。

约 8.17 万枚比特币期权将于本周五到期，名义价值约 64.4 亿美元，看涨期权持仓集中行权价 7.5 万和 8 万美元。

美国银行维持英伟达“买入”评级及 350 美元目标价，预计其营收或再超预期 3%-4%，但市场更关注其资产负债表外承诺。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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