英伟达涨近2%，股价续刷新高，总市值接近4.5万亿美元，获大摩看高至200美元并维持"增持"评级。 微软大涨7.5%，股价再创新高，跻身4万亿美元俱乐部，Q2营收加速增长18%，Azure和其他云服务收 入大增39%。 Meta大涨11.6%，股价创新高，总市值接近1.5万亿美元，Q2业绩超预期且Q3指引强劲，继续提高资本 支出投资AI。 美国6月核心PCE物价指数环比上涨0.3%、同比上涨2.8%，略高于市场预期，美联储9月降息前景再添变 数。美股三大指数集体高开，纳指涨1.55%，标普500指数涨0.81%，道指涨0.2%。 CoreWeave涨超11%，获花旗上调评级至"买入"，予其目标价为160美元。 (格隆汇) ...

7月31日，微软股价开盘上涨8%，市值突破4万亿美元，成为全球第二家市值突破4万亿美元的公司。美 东时间周三，微软发布了2025财年第四财季及全年财报：当季在AI云增长爆发的带动下，微软第四财 季营收764.4亿美元，同比增长18%，预估738.9亿美元，其中智能云业务（含Azure）营收298.8亿美 元，同比增长26%，预估291亿美元。第四财季净利润达272亿美元，同比增长24%，每股收益3.65美 元，上年同期2.95美元。 ...

（文章来源：华尔街见闻） 纳指涨1.5%，道指涨0.2%，标普500指数涨0.8%。微软涨约8%，追随英伟达成为全球第二家市值突破4 万亿美元的科技巨头。Meta涨约11%，公司二季度绩超预期、指引强劲，并上调全年资本支出下限。高 通跌约4%，公司第三财季调整后营收不及预期。Roblox涨约20%，公司此前提高了业绩指引。文远知 行涨约6%，公司二季度营收1.27亿元，同比增逾六成。 ...

Group 1 - Microsoft shares rose over 10% after earnings report, making it the second technology giant globally to surpass a market capitalization of $4 trillion [1] - Meta's shares increased by over 6%, driven by AI boosting core business growth [1] - In pre-market trading, Meta's stock surged over 11% following a 22% year-on-year revenue growth and a net profit of $18.3 billion, up 36% [9] Group 2 - Qualcomm's shares fell over 3% in pre-market trading due to the loss of Apple as a customer for its modem business, as Apple plans to use its own chips in future devices [8] - Microsoft's pre-market shares rose nearly 9% after reporting Q4 FY2025 revenue of $76.44 billion, compared to $64.7 billion in the same period last year [10] Group 3 - The U.S. stock market opened with all three major indices rising, with the Dow Jones up 0.17%, Nasdaq up 1.55%, and S&P 500 up 0.82% [1][2] - U.S. initial jobless claims for the week ending July 26 were reported at 218,000, slightly up from the previous week's 217,000 [12]

微软股价开盘上涨8% 成为全球第二家市值突破4万亿美元的上市公司 智通财经7月31日电，微软股价开盘上涨8%，市值突破4万亿美元，成为全球第二家市值突破4万亿美元 的公司，达到4.1万亿美元。美东时间周三，微软发布了2025财年第四财季及全年财报：当季在AI云增 长爆发的带动下，微软第四财季营收764.4亿美元，同比增长18%，预估738.9亿美元，其中智能云业务 （含Azure）营收298.8亿美元，同比增长26%，预估291亿美元。第四财季净利润达272亿美元，同比增 长24%，每股收益3.65美元，上年同期2.95美元。 ...

纳指涨1.5%，道指涨0.2%，标普500指数涨0.8%。微软涨约8%，追随英伟达成为全球第二家市值突破4 万亿美元的科技巨头。Meta涨约11%，市值增加1900亿美元，公司二季度绩超预期、指引强劲，并上调 全年资本支出下限。高通跌约4%，公司第三财季调整后营收不及预期。Roblox涨约20%，公司此前提 高了业绩指引。文远知行涨约6%，公司二季度营收1.27亿元，同比增逾六成。 | 田川 | | | | u u D | | | | --- | --- | --- | --- | --- | --- | --- | | ■ 微软 分时 v 1天:1分K v □v □ △ 2 VS FID ■ | | | 报价 分析 | | 资讯 · | 评论 · | | = + 2 × ▽ ▽ × | | | MSFT 微软 | | | (0) | | 母のG ▽ ▽ ○ ○ | | | | | | | | | | | | 555.450↑ +42.210 +8.22% 交易中 07/31 09:30 美东 | | | | 555,220 ·-- | | - 8.18% | 些 24 24 5 8 9 同 0 | | | ...

Core Viewpoint - The U.S. stock market opened positively with significant gains in several technology stocks, driven by strong earnings and guidance from key companies [1] Group 1: Market Performance - The Dow Jones Industrial Average rose by 69 points, the S&P 500 increased by 0.84%, and the Nasdaq Composite gained 1.5% [1] - The Nasdaq China Golden Dragon Index experienced a decline of 0.26% [1] Group 2: Company Highlights - Roblox (RBLX.N) surged by 20% following a Q3 booking guidance that exceeded expectations [1] - Meta Platforms (META.O) saw an 11% increase in stock price due to better-than-expected Q2 revenue [1] - Microsoft (MSFT.O) rose by 7% as its cloud business growth surpassed expectations [1] - WeRide (WRD.O) experienced a 5% increase, attributed to a significant year-on-year growth in its Robotaxi business for Q2 [1]

Group 1 - The core viewpoint of the article highlights the strong performance of U.S. stock futures following the positive earnings reports from Microsoft and Meta, indicating a return of volatility in the market [1][3] - Microsoft shares rose by 9% in pre-market trading, approaching a market capitalization of $4 trillion, while Meta's shares surged by 11.13%, resulting in a combined market value increase of $537.6 billion for these two companies [1][3] - The S&P 500 index has experienced 25 consecutive trading days with price fluctuations not exceeding 1%, reflecting a period of low volatility prior to the recent earnings announcements [1] Group 2 - The U.S. June PCE price index showed a year-on-year increase of 2.6%, with the core PCE index rising by 2.8%, both figures exceeding market expectations [3] - The implementation of "Trump tariffs" is set to begin, with significant tariff rates of 35% and 30% on goods from Canada and Mexico, respectively, and a 25% tariff on Indian goods, potentially increasing inflationary pressures in the U.S. [4] - Ford has warned that its second-quarter earnings were impacted by $800 million due to tariffs, and the company has raised its full-year revenue impact estimate from tariffs to $3 billion [8] Group 3 - Moderna announced a 10% workforce reduction in response to declining vaccine sales, indicating financial pressures within the company [9] - Eli Lilly's long-term trial results for Mounjaro showed an 8% reduction in cardiovascular risks compared to Trulicity, but the market reaction was lukewarm, with shares initially dropping over 5% [10] - Anheuser-Busch InBev's stock fell over 10% in pre-market trading due to second-quarter sales declining more than expected, reflecting challenges in the beverage industry [11]

1. 美国三大股指期货齐涨，纳指期货涨1.32%，标普500指数期货涨0.92%，道指期货涨0.24%。 9. 赛诺菲Q2列账销售同比增长6%至99.94亿欧元，撇除单次项目后经营溢利24.61亿欧元，逊于预期。 10. 法拉利Q2营收17.9亿欧元，市场预期18.2亿欧元；交付量3494辆，市场预期3515辆。 11. Arm首财季营收增长12%至10.5亿美元，净利润同比下降41.7%至1.3亿美元；公司正在投资开发自有 芯片。 12. eBay Q2营收同比增长6%至27.3亿美元，超预期，净利润同比增长63%至3.69亿美元。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.15%，英国富时100指数涨0.36%，法国CAC指数跌 0.34%，欧洲斯托克50指数跌0.51%。 3. 贝森特：预计年底前宣布美联储提名，将对美联储人员进行面试。 4. 国家网信办就对华销售的H20算力芯片漏洞后门安全风险约谈英伟达。 5. 微软Q2营收同比增长18%至764.4亿美元，智能云业务收入同比增长26%至299亿美元，均超预期。 6. Meta Q2营收同比增长22%至475.2亿美元，经营利润同比增长38%至2 ...

科技巨头Meta与微软再次成为全球资本市场的焦点。当地时间7月30日，微软公布2025财年第四财季 （2025年4月1日至2025年6月30日，下称"二季度"）财务报告。同日，Meta也公布2025年第二季度财 报。 微软财报显示，二季度营收达764.4亿美元，同比增长18%，创近三年最快增速；净利润为272.3亿美 元，较上年同期的220.4亿美元增长24%。 Meta营收达到475.2亿美元，同比增长22%，远超分析师此前预测的447.1亿美元；净利润同比增长36% 至183.4亿美元；营业利润率高达43%，盈利能力强劲。 背后共同的核心驱动力正是人工智能（AI）技术的深度应用与商业化落地。微软强调，AI技术推动微 软多个业务领域实现突破性增长，Meta也表示，AI对其核心的广告业务的提升效果尤为显著。 而在AI技术竞逐的背景下，两家公司均在加大投入。Meta预计2025年资本支出将达660亿美元至720亿 美元，并计划投资数千亿美元建设超大规模数据中心，以支持其"超级智能"愿景。微软此前宣布计划在 2025年投入800亿美元用于AI智算中心建设，二季度资本支出同比增长27%至242亿美元。 这样的支出增 ...