智通财经网·2025-07-30 12:39Market Overview - US stock index futures are all up, with Dow futures rising by 0.08%, S&P 500 futures by 0.20%, and Nasdaq futures by 0.28% [1] - European indices show mixed results, with Germany's DAX up 0.20%, UK's FTSE 100 down 0.25%, France's CAC40 up 0.37%, and the Euro Stoxx 50 up 0.21% [2][3] Commodity Prices - WTI crude oil increased by 0.10% to $69.28 per barrel, while Brent crude oil rose by 0.07% to $71.73 per barrel [3][4] Employment Data - The US ADP employment report for July shows an increase of 104,000 jobs, exceeding the expected increase of 75,000, marking the largest gain since March [5] Federal Reserve Outlook - The Federal Reserve is expected to maintain a hawkish stance and keep interest rates unchanged during its upcoming meeting, with Jerome Powell's speech being closely monitored for hints of future rate cuts [5] Cryptocurrency Policy - The White House is set to release its first cryptocurrency policy report since the Trump administration, focusing on regulatory frameworks for digital assets [6] Stock Performance and Earnings - Microsoft is expected to report a 13.88% year-over-year revenue increase to $73.71 billion for Q4, driven by strong demand in cloud computing and AI infrastructure [8] - Meta is anticipated to report Q2 revenue of $44.55 billion, a 14% increase, but faces scrutiny over maintaining a 40% profit margin amid significant AI investments [9] - United Microelectronics Corporation (UMC) reported Q2 revenue of $2.01 billion, a 14.9% year-over-year increase, but fell short of market expectations [10] - Visa's Q3 revenue reached a record $10.2 billion, a 14% increase, with adjusted EPS of $2.98, exceeding analyst expectations [10] - Starbucks reported Q3 revenue growth of 3.8% to $9.456 billion, but same-store sales declined by 2% [11] - UBS reported Q2 net profit of $2.4 billion, surpassing expectations, with a strong performance in its wealth management division [12] - Rio Tinto's half-year profit fell to $4.81 billion, the lowest in five years, due to declining iron ore prices [13] - GlaxoSmithKline's Q2 adjusted EPS rose to 46.5 pence, exceeding analyst estimates, driven by strong vaccine sales [14] - Booking Holdings reported Q2 revenue growth of 16% to $6.8 billion, but provided a cautious outlook for Q3 [15] - New Oriental reported a 20.1% increase in net profit to $372 million for the fiscal year [16]