Group 1 - The court ruling in the inheritance dispute of Wahaha Group founder Zong Qinghou confirmed that the assets in a specific bank account are trust property for three plaintiffs, prohibiting Zong Fuli from withdrawing or transferring any assets from the account until a final ruling is made by the courts in Hangzhou [3] - The plaintiffs, who are half-siblings of Zong Fuli, claim their rights to the trust property, which includes a request for interest earnings based on a principal of $2.1 billion and compensation for unauthorized transfers amounting to $108,500 [3] Group 2 - Major food delivery platforms, including Meituan and Taobao, announced a commitment to regulate promotional activities and curb irrational subsidies, aiming to foster healthy competition within the industry [5][6] - The platforms will implement measures such as adhering to anti-monopoly laws, ensuring transparency in subsidy information, and protecting the pricing autonomy of merchants [6] Group 3 - Apple reported a quarterly revenue of $94.04 billion, a nearly 10% year-on-year increase, despite facing an $800 million loss due to tariffs [11] - iPhone sales grew by 13.5% to $44.58 billion, and sales in Greater China reached $15.37 billion, marking a 10% increase [11] - Apple has acquired approximately seven companies this year, focusing on enhancing its AI capabilities [11] Group 4 - Nintendo's first-quarter sales reached 572.36 billion yen, a 132.1% year-on-year increase, with a net profit of 96.03 billion yen, up 18.6% [12] - The CEO of Jaguar Land Rover, Adrian Mardell, announced his retirement after nearly three years in the role, during which he led the company to its best profitability in a decade [12] Group 5 - The global tech industry has seen over 80,000 layoffs this year, with a 36% decline in job postings compared to early 2020 [21] - A report indicated that 171 tech companies have announced layoffs, totaling 80,250 employees [21]

Group 1: Market Performance - On August 1, U.S. stock markets experienced significant declines, with the Dow Jones Industrial Average falling by 1.23%, the S&P 500 down by 1.60%, and the Nasdaq dropping by 2.24%, marking the largest decline since April [1] - The total market capitalization of U.S. stocks decreased by over $1 trillion [1] - Major technology stocks also saw substantial losses, with Amazon dropping over 8% and Meta down over 3% [2] Group 2: Economic Data - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, falling short of expectations, while the unemployment rate rose slightly to 4.2% [3] - Previous months' employment data were significantly revised downward, with May's figures adjusted from 144,000 to just 19,000 and June's from 147,000 to 14,000 [3] Group 3: Federal Reserve and Monetary Policy - President Trump called for Federal Reserve Chairman Jerome Powell to resign, citing dissatisfaction with interest rate policies [1] - The probability of a 25 basis point rate cut at the September Federal Reserve meeting surged from 37.7% to 75.5% following the release of economic data [1] Group 4: Commodity Market Reactions - Following the economic data release, the U.S. dollar index dropped sharply from 100.23 to 98.66, reflecting a decline of 1.38% [6] - International oil prices fell significantly, with West Texas Intermediate crude down 2.89% to $67.26 per barrel and Brent crude down 3% to $69.55 per barrel [6] - In contrast, gold prices surged, with COMEX gold futures rising by 2.01% to $3,416.00 per ounce [6]

机器之心报道 编辑：泽南、杨文 网友：Deep Think 简直太疯狂了。 本周五，谷歌宣布向 Google AI Ultra 订阅用户推出 Deep Think 功能，并将全版本的 Gemini 2.5 Deep Think 模型（用于 IMO 竞赛）提 供给部分数学家使用。 新版本融合了一系列早期测试人员的反馈和研究突破，比今年 I/O 大会上首次发布的版本有了显著改进。 谷歌表示，2.5 Deep Think 是最近在今年国际数学奥林匹克（IMO）比赛中获得金牌的模型的变体。虽然该模型需要数小时才能推理 复杂的数学问题，但今天发布的版本速度更快，日常使用体验也更佳，根据内部评估，其在 2025 年 IMO 基准测试中仍能达到铜牌 级的性能。 Google DeepMind 表示，Gemini 2.5 Deep Think 对于正在解决难题的研究人员、科学家和学者很有用。它不仅能回答问题，还能运用 并行思维和强化学习技术进行头脑风暴。 谷歌展示了一名数学家 Michel van Garrel 使用深度思考能力证明猜想的经历。 现在， Google AI Ultra 订阅用户可以在 Gemini 应用中使用 ...

美东时间周五，受美贸易政策及7月就业数据"爆冷"，远逊于预期影响，美国三大股指集体收跌。截至收盘，道指跌 1.23%，报43588.58点；标普500指数跌1.60%，报6238.01点；纳指跌2.24%，报20650.13点。 美国国债收益率全线下跌，美元跳水，市场对美联储降息预期极速升温。 CME"美联储观察"最新数据显示，美国7月 非农数据出炉后，美联储9月降息25个基点的概率从前一日的不足40%大幅跃升至近九成。 由于美国前两个月非农数据的"暴力下修"，美国总统特朗普要求解雇美劳工统计局局长。此外，美联储理事阿德里亚 娜·库格勒宣布将于8月8日正式辞去职务。库格勒的理事任期原定于明年1月结束，其提前离职使得美国总统特朗普可 提前几个月对美联储董事会进行新一轮人事任命。这之后，特朗普发文呼吁鲍威尔辞职。他称库格勒"知道鲍威尔在 利率问题上做错了事"，他认为鲍威尔也应当引咎辞职。 美国三大股指集体收跌 美东时间周五，美国三大股指集体收跌。截至收盘，道指跌1.23%，报43588.58点；标普500指数跌1.60%，报6238.01 点；纳指跌2.24%，报20650.13点，创4月以来最大跌幅。美国股市市 ...

Core Viewpoint - The U.S. stock market experienced a significant decline, with all three major indices dropping and a total market value loss exceeding $1 trillion in a single day, driven by disappointing non-farm employment data and increased expectations for a Federal Reserve rate cut in September [3][5][12]. Market Performance - As of the market close, the Dow Jones Industrial Average fell by 1.23% to 43,588.58 points, the S&P 500 dropped by 1.6% to 6,238.01 points, and the Nasdaq Composite plummeted by 2.24% to 20,650.13 points. For the week, the Dow decreased by 2.92%, the S&P 500 by 2.36%, and the Nasdaq by 2.17% [5][11]. - Major technology stocks also saw significant declines, with Amazon dropping 8.27%, resulting in a market value loss of over $200 billion. Other notable declines included Facebook (over 3%), Apple and Nvidia (over 2%), and Tesla, Microsoft, and Google (over 1.5%) [7][8]. Employment Data and Federal Reserve Expectations - The U.S. non-farm employment report for July showed only 73,000 new jobs added, significantly below expectations, and previous months' data was revised down by a total of 258,000 jobs, marking the worst performance since the pandemic began [12][18]. - Following the employment report, the probability of a Federal Reserve rate cut in September surged to nearly 90%, with the likelihood of maintaining current rates dropping to 10.2% [15][21]. Commodity Market Reactions - Gold prices surged by 2.22% to $3,362.64 per ounce, while silver saw a slight increase of 0.84% to $37.017 per ounce, despite a weekly decline of 2.94%. In contrast, international oil prices fell, with Brent crude down 2.83% to $69.67 per barrel and WTI down 2.78% to $67.33 per barrel [12][14]. Political Developments - President Trump ordered the immediate dismissal of Labor Statistics Bureau Director Erika McEntarfer following the release of the disappointing employment data, claiming the data was manipulated for political purposes [18][21]. - Additionally, Federal Reserve Governor Christopher Waller announced his resignation, creating an opportunity for Trump to appoint a preferred candidate to the Federal Reserve Board [20][21].

Group 1 - Google introduced an upgraded version of its Gemini 2.5 Pro's Deep Think mode, which significantly improves performance compared to the initial version presented at Google I/O [1] - OpenAI has raised $8.3 billion, achieving a valuation of $300 billion, with major investors including Dragoneer Investment Group and BlackRock [2] - Apple's CEO Tim Cook emphasized that AI will be a larger market than smartphones and the internet, positioning AI development as a top priority for the company [2] Group 2 - TikTok's CEO announced a restructuring that merges the core product team with the trust and safety team to enhance user experience and safety for minors [2] - Figma raised $1.2 billion in its IPO, with its stock surging 250% on the first day, leading to a market valuation of approximately $56.3 billion [4] - Tencent has reduced the minimum withdrawal fee for WeChat to 0.01 yuan, following an update on July 25 [5] Group 3 - Manus launched a new feature called Wide Research, allowing the parallel operation of over 100 intelligent agents for complex research tasks [5] - The Kimi K2 Turbo version was released, increasing output speed from 10 tokens per second to 40 tokens per second, with promotional pricing available until September 1 [5] - The 2026 model of the Dongfeng Yipai eπ008 was launched, featuring significant advancements in AI capabilities and smart configurations [8] Group 4 - The new SAIC Audi A5L Sportback was officially launched, becoming the first fuel vehicle to integrate Huawei's advanced driving technology [10] - Figure's robot demonstrated its ability to wash clothes in a home environment, marking a significant step in the application of robotics in domestic tasks [12]

Core Viewpoint - The AI arms race among tech giants is escalating rapidly, with significant capital expenditures expected to exceed $400 billion this year, surpassing the EU's total defense spending last year. This investment is projected to contribute up to 0.5 percentage points to US GDP growth this year and next [3][4]. Group 1: Investment Trends - Major tech companies like Meta, Microsoft, and Google are leading the AI investment race, with their substantial capital expenditures already showing positive results in terms of revenue growth and stock performance [3][4]. - Morgan Stanley predicts that from 2025 to 2028, total spending on AI infrastructure by tech giants could reach $2.9 trillion, with a financing gap of up to $1.5 trillion identified in the AI infrastructure competition [5][6]. - Meta's capital expenditure is projected to reach between $66 billion and $72 billion, with potential increases to $100 billion by 2026, driven by AI's direct contribution to advertising revenue [7][8]. Group 2: Company Performances - Microsoft reported a record capital expenditure of $30 billion for the quarter, with Azure's annual sales exceeding $75 billion, showcasing the returns from AI investments [9]. - Google's capital expenditure forecast was raised from $75 billion to $85 billion, marking the highest annual percentage since 2006, with AI investments positively impacting user engagement and search queries [10][11]. - Amazon's AWS cloud service, despite being a significant player with annual revenues over $123 billion, is facing challenges with a growth rate of only 18%, lagging behind competitors like Microsoft and Google [15][16]. Group 3: Challenges and Outlook - Apple is perceived as lagging in the AI race due to its conservative investment strategy, with analysts suggesting that acquisitions may be necessary for future innovation [12][14]. - Amazon's CEO defended AWS's position in the market, emphasizing the development of proprietary AI chips and tools, but the market remains skeptical until more impressive growth figures are presented [15][16].

智通财经APP获悉，周五，三大指数大幅收跌，市值蒸发逾1万亿美元，标普500指数连续第四个交易日 下滑。亚马逊市值单日蒸发超2000亿美元。此前数据显示，美国7月非农就业人口远低于市场预期，5月 和6月非农就业人数合计下修25.8万人。 【美股】截至收盘，道指跌542.40点，跌幅为1.23%，报43588.58点；纳指跌472.32点，跌幅为2.24%， 报20650.13点；标普500指数跌101.38点，跌幅为1.60%，报6238.01点。周五，美国科技股七巨头指数下 跌2.90%，报179.80点，本周累计下跌1.38%，微软(MSFT.US)业绩向好之际、7月31日曾高开至188.78 点。亚马逊(AMZN.US)收跌8.27%，Meta Platforms(META.US)跌3.03%，苹果(AAPL.US)跌2.50%，英伟 达(NVDA.US)跌2.33%，特斯拉(TSLA.US)跌1.83%，微软(MSFT.US)跌1.76%，谷歌 A(GOOG.US,GOOGL.US)跌1.44%。此外，台积电ADR(TSM.US)收跌2.65%，AMD(AMD.US)跌 2.64%，礼来(LLY.US ...

Market Overview - On the first trading day of August, U.S. stock markets experienced significant declines, with all three major indices dropping over 1% as investors assessed signs of economic weakness and President Trump's revised tariff policies [1][2] - The Dow Jones Industrial Average fell by 1.23% to 43,588.58 points, the S&P 500 dropped 1.60% to 6,238.01 points, and the Nasdaq Composite decreased by 2.24% to 20,650.13 points [2] Economic Data - The U.S. non-farm payrolls for July showed an increase of only 73,000 jobs, significantly below economists' expectations of 100,000 [5] - Previous months' employment data were also revised downwards, with June's job additions adjusted from 147,000 to 14,000 and May's from 125,000 to 19,000, indicating a prolonged weakness in the labor market [5] Banking Sector - Concerns over economic slowdown impacting loan growth led to a sharp decline in bank stocks, with JPMorgan Chase down over 2%, and Bank of America and Wells Fargo each falling more than 3% [6] - The weak employment data heightened expectations for an interest rate cut by the Federal Reserve, with traders estimating a roughly 86% probability of a rate cut in September [6] Technology Sector - Major technology stocks faced significant sell-offs, with Amazon's stock plummeting over 8% due to weak guidance for the current quarter [7] - Other notable declines included Nvidia down 2.33%, Microsoft down 1.76%, Apple down 2.50%, and Meta down 3.03% [7] Company News - OpenAI has reportedly raised $8.3 billion, achieving a valuation of $300 billion, with annual recurring revenue increasing from $10 billion in June to $13 billion, and expected to surpass $20 billion by year-end [8] - Roblox reported second-quarter revenue of $1.1 billion, a 21% year-over-year increase, with a goal to capture 10% of the $180 billion global gaming content market [10] - Nintendo's second-quarter revenue surged by 132.1% to ¥572.3 billion (approximately $3.8 billion), driven by strong sales of the new Switch 2 console [11] - Chevron reported second-quarter revenue of $44.82 billion, exceeding market expectations of $43.73 billion, with adjusted earnings per share of $1.77 [12]

格隆汇8月2日｜美股三大指数集体收跌，道指跌1.23%，本周累计下跌2.92%，纳指跌2.24%，本周累计 下跌2.17%，标普500指数跌1.6%，本周累计下跌2.36%，热门科技股普跌，亚马逊跌超8%，Meta跌超 3%，苹果、英伟达跌超2%，特斯拉、微软、谷歌跌超1%。加密货币、计算机硬件板块跌幅居前， Coinbase跌超16%，Strategy、Circle跌超8%，安高盟跌超7%，昆腾跌近6%，戴尔科技跌超4%，超微电 脑跌近4%，罗技跌超3%。减肥药、贵金属板块走高，黄金资源涨近17%，金田涨超5%，礼来涨超 3%，诺和诺德涨超2%。 纳斯达克中国金龙指数收跌1.82%，热门中概股普跌，哔哩哔哩跌超4%，理想汽车跌超3%，拼多多、 阿里巴巴、名创优品跌近3%，百度、京东跌超1%，蔚来涨超2%。 ...