道指期货涨0.12%，标普500期货涨0.11%，纳指期货涨0.07%，整体情绪偏多。
盘前交投相对平稳，投资者关注人工智能安全监管与产业节奏。特朗普政府顾问与Anthropic高管就AI安全举行会谈，企业端呼吁放缓最先进系统迭代以评估潜在风险，相关议题或影响科技板块风险偏好。
能源与利率链条仍是市场主线。讨论围绕油价对美债收益率与风险资产的传导效应升温，高盛与野村强调能源价格的主导性；在长端收益率抬升背景下，资金对少数AI龙头的集中度有所降温，风险敞口调整带来波动。
硬件产品侧，Meta据报筹备代号Luna的无摄像头AI眼镜，配备多麦克风与快速唤起按键，或在Connect开发者大会期间发布，AI可穿戴生态的落地路径与用户交互场景将继续受到关注。
政策维度上，参议员桑德斯重提每周四天工作制，强调AI带来的经济收益应更多惠及劳动者；在生产率与就业再平衡的讨论中，市场将评估其对企业成本结构与盈利韧性的潜在影响。
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