GuShiio.com 1. Trump’s policy triggered a “rearming cycle” in Europe, and huge investment expectations pushed German and British stock markets to record highs;2. The White House said that Trump will issue an investment statement on Monday, the details are unclear;3. People familiar with the matter: Nvidia and Broadcom are testing the Intel 18A process;4. Morgan Stanley has re-listed Tesla as the top stock choice for U.S. automobiles.
Cailian News, March 3 (Editor Shi Zhengcheng)Under the influence of various policy news and geopolitical games, the global investment market kicked off in March. European markets were higher on expectations of huge defense investment, and U.S. stocks that were weak last week also strengthened slightly before Monday’s session.
As of press time, Dow Jones index futures (2503 contracts) were up 0.30%, S & P 500 index futures were up 0.45%, and Nasdaq 100 index futures were up 0.69%.
After last weekend’s London summit, French President Macron told the media thatEU should invest 200 billion euros to strengthen its defense capabilities。According to the schedule, EU leaders will focus on discussing this issue during Thursday’s summit.
Affected by this,Rheinmetall, one of Germany’s “Big Seven” military industry star stocks, rose more than 10%, driving Germany’s DAX index to hit a record high。Rheinmetal’s share price has risen by more than 80% this year and has increased 13 times since 2022.
(Rheinmetal daily chart, source: TradingView)
Driven by high sentiment in European stock markets,Before press release, the UK’s FTSE 100 index and the Stoxx 50 index both hit record highs。France’s CAC40 index and Italy’s MIB index are also hovering at historical highs.
JP Morgan analyst David Perry saidEurope’s rearming cycle is now “really underway” and the United States ‘growing reluctance to subsidize the region’s defenses will lead to more local production and reduced imports. Events of the past two weeks have accelerated the verification of this argument. Now we will enter a stage of increasing valuation multiples, which will be followed by an increase in earnings expectations.
There is another risky event tonight-Trump’s tariff suspicion. Due to the chaotic state of this U.S. government changing orders day after day, judging from the pre-market trend, the market did not pay special attention to this issue. However, as specific intraday news comes into play, market sentiment may fluctuate.
Shortly before press time, Trump began to stir up global markets again. The White House saidTrump will issue an investment statement on Monday afternoon (early Tuesday morning Beijing time)。The U.S. president announced the news of national reserves of cryptocurrencies last Sunday, but it is unclear whether there is a connection between the two.
At the same time, before 8 a.m. Eastern Time on Monday, Trump announced on social media that “there will be big news tomorrow night.” According to schedule, Trump will address a joint session of the U.S. Congress on Tuesday night.
other messages
[Trump officially declares cryptocurrency strategic reserve]
U.S. President Donald Trump announced on Sunday that five cryptocurrencies will be included in the U.S. strategic reserve of new cryptocurrencies, rekindling investment enthusiasm in the crypto industry. Trump said in a post on his own Truth Social that his January executive order on digital assets would create currency reserves including Bitcoin, Ethereum, Ripple, Solana and Ida.
Affected by this news, Bitcoin briefly soared from US$85,000 to US$95,000, and is currently fluctuating around US$92,000. Cryptocurrency concept stocks collectively strengthened, with Strategy rising 13.33% before the market, Coinbase rising 9.93%, and Jianan Technology rising 10.69%.
[Insider: Nvidia and Broadcom are testing Intel 18A process]
Before Monday’s session, Intel jumped more than 5% before Monday’s session. According to media quoted people familiar with the matter, Nvidia and Broadcom are testing using Intel’s 18A process to produce chips. AMD is also said to be evaluating Intel’s advanced chip foundry capabilities. These tests are not for a complete chip design, but are designed to determine the performance and performance of the Intel 18A process.
[Google AI Assistant supports reading mobile phone screen content for Q & A]
At the 2025 Mobile World Congress (MWC) in Barcelona, Google showed off a new feature called “Screenshare.” The upgrade allows users to share mobile phone screen content with AI assistant Gemini and ask questions about related issues. In a Google display video, a user asked Gemini what other clothing would go better with while shopping for loose jeans.
[Well-known whistleblower: Conversational Siri will not be launched until 2027]
According to the latest revelation from well-known technology journalist Mark Gurman, Apple is currently working hard to reshape Siri to adapt to the era of generative artificial intelligence, but its progress may not be smooth-the company may not have until 2027 iOS 20 is released.”A truly modern conversational version of Siri” will be released.
Gulman also revealed that the MacBook Air equipped with the M4 chip will be released this week.
[Protest Musk’s intervention in politics! Demonstrations against Tesla broke out in many places in the United States]
Last weekend. Demonstrators gathered outside Tesla car stores in many places in the United States to protest against the automaker’s CEO Elon Musk’s push for cuts in federal spending at the request of U.S. President Trump. Musk’s critics want to stop people from buying Tesla cars and make buying Tesla a “stigmatized” behavior, thereby hurting Tesla sales.
[Abbwie enters the diet drug track]
U.S. pharmaceutical company AbbVie announced on Monday that it has reached a licensing agreement with Danish pharmaceutical company Gubra A/S to introduce the long-acting amylin analog GUB014295, with a total contract value of US$2.25 billion. Gubra will receive a total of $350 million in advance and will be eligible for development, commercial and sales milestone payments of up to $1.875 billion, as well as tiered royalties based on global net sales.
[Morgan Stanley re-lists Tesla as its top stock pick in U.S. cars]
In the latest report, the team led by Adam Jonas, head of global automotive and shared mobility research at Morgan Stanley, re-listed Tesla as the “first choice” in the U.S. auto industry, with a target price of US$430, which means more than 40% higher than the current stock price. There is room for growth. Analysts believe that one of the key drivers of Tesla’s rise is its potential in humanoid robots, and Tesla’s energy business may ultimately be more valuable than its automotive business.
[Two acquisition rumors]
Capri Holdings was up 8%. Sources say Prada is close to buying the company’s brand Versace for 1.5 billion euros, which may be completed this month.
Allegro MicroSystems rose nearly 15% in pre-market trading. Rumors have emerged that ON Semiconductor is advancing to acquire the company.
Events worthy of attention during the U.S. stock market period (Beijing time)
on March 3
22:45 US February S & P global manufacturing PMI final value
23:00 US February ISM Manufacturing PMI
All-day 2025 Mobile World Congress in Barcelona, Spain opens
March 4
00:35 St. Louis Fed President Musalem delivered a speech
02:30 US President Trump issues investment statement
