台湾积体电路制造（台积电）最新财报超出市场预期，同时上调全年营收指引，凸显尽管地缘政治局势存在不确定性，人工智能芯片需求依然强劲。这家全球最大芯片代工企业的美股盘前涨幅近1%，英特尔与美国超微公司等其他芯片制造商亦同步上涨1%。
东京电子、应用材料与拉姆研究等芯片设备供应商成为市场焦点。据透露，埃隆·马斯克麾下团队已就"Terafab"超级工厂项目与上述企业接洽，该项目旨在为SpaceX、xAI及特斯拉定制专用芯片。东京电子在日股市场大涨5%，其美股同行盘前同样走高。
百事可乐与美国合众银行将于开盘前公布业绩报告，投资者密切关注其财务表现。
澳大利亚能源企业Viva Energy位于吉朗的炼油厂遭遇重大火灾，加剧了市场对该国石油产品供应的担忧。当前全球原油供应本就因战事影响趋于紧张，此次事故导致该公司股价重挫逾4%。
法国奢侈品巨头开云集团宣布预计在今年底完成架构重组，力图扭转增长停滞局面，特别是核心品牌古驰的业绩复苏。该股下跌2%，延续了昨日因销售疲软引发的跌势。
流媒体巨头奈飞将于收盘后发布财报，市场期待其订阅用户增长与盈利指引。
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