A · Important
[Overview of U.S. stock market pre-market news: Micron’s 2027 fiscal year profit is expected to surpass Microsoft; Coherent launches compact QSFP full C-band high-power optical line system; US$68 billion data center project in the United States is blocked] September 21st, investors need to focus on the following financial news in the U.S. stock market:
1. The three major U.S. stock index futures collectively rose. Dow Jones futures rose 0.80%, S&P 500 futures rose 0.71%, and Nasdaq 100 futures rose 1.12%. The market is optimistic about the talks between the Chinese and US presidents.
2. International oil prices fell collectively. WTI crude oil futures prices fell 2.69% to US$93.492/barrel; Brent crude oil futures prices fell 2.23% to US$97.073/barrel.
3. International gold and silver spot prices were mixed. Spot gold prices fell 0.54% to US$4,354.47 per ounce; spot silver prices rose 0.24% to US$66.41 per ounce.
4. The three major European stock indexes rose across the board. Britain's FTSE 100 index rose 1.02%, France's CAC40 index rose 0.98%, and Germany's DAX30 index rose 1.16%.
5. Intel is negotiating with display panel manufacturer AUO for advanced packaging cooperation on Micro LED substrates. The two parties plan to explore joint packaging optics (CPO) and high-density computing chip integration solutions.
6. Micron Technology’s latest guidance shows that net profit in the fourth quarter of fiscal 2026 may reach approximately US$35 billion. If it continues at this pace, its profits in fiscal year 2027 may exceed Microsoft's.
7. Optical communications leader Coherent announced the expansion of its pluggable optical line system product portfolio, launching an optical line system in a compact QSFP package with full C-band high-power variable gain amplification capabilities. A single optical fiber pair supports up to 32 DWDM wavelengths and can carry up to 25.6Tbps of AI data center business traffic on links from 2km to 200km.
8. Meta announced that the Petal submarine cable connecting France and the United States is expected to be put into use in 2029, and its capacity will double to P-bit level.
9. Novo Nordisk’s CEO stated that it will launch new innovative drugs for diabetes and obesity before losing its exclusive patent rights; and by 2030, the company’s production capacity will be able to meet the needs of 5 million patients using Wegovy oral drugs.
10. JPMorgan Chase said that the average waiting time for iPhone 18 Pro shipments in the second week increased from 7 days in the first week to 23 days, and iPhone 18 Pro Max lengthened from 19 days in the first week to 30 days in the second week. This may indicate strong market demand.
11. Data Center Watch, a research organization, stated that between April and June this year, approximately 45 data center projects in the United States were halted or delayed due to opposition from local residents and communities, with a total value of US$68 billion.
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