美国宣布对多国“对等关税”税率；外交部：近期谨慎前往日本旅游；缅甸宣布组建新联邦政府

Market Overview - US stock markets closed lower on July 31, with all three major indices declining despite strong earnings reports from Microsoft and Meta [1] - The Dow Jones fell by 330.30 points, a decrease of 0.74%, closing at 44,130.98 points; the S&P 500 dropped by 23.51 points, down 0.37%, at 6,339.39 points; and the Nasdaq decreased by 7.23 points, down 0.03%, closing at 21,122.45 points [1] - In July, the S&P 500 rose by 2.17%, the Nasdaq increased by 3.70%, and the Dow recorded a slight gain of 0.08% [1] Sector Performance - Most sectors in the S&P 500 closed lower, with the healthcare sector leading the decline at 2.9%; real estate fell by 1.7%, and materials, financials, energy, consumer discretionary, and technology sectors all dropped over 1% [1] Notable Stocks - Chinese stocks saw mixed performance, with Qudian rising approximately 9%, NIO up 8%, and Pinduoduo ADR slightly increasing; the Nasdaq Golden Dragon China Index rose by 0.5%, with a cumulative increase of about 1.1% in July [1] - Major tech stocks showed varied results: Tesla fell by 3.38%, Google A dropped by 2.36%, Nvidia decreased by 0.78%, Apple fell by 0.71%, while Amazon rose by 1.70% [1] Earnings Reports - Microsoft reported Q4 revenue of $76.44 billion, exceeding market expectations of $73.89 billion, with intelligent cloud revenue of $29.88 billion also above forecasts; Azure business grew by 39% [2] - Meta's stock surged by 11.2% after the company projected Q3 revenue between $47.5 billion and $50.5 billion, significantly higher than analyst estimates of $46.2 billion, indicating a recovery in generative AI advertising [2] - Apple reported better-than-expected performance for Q3 FY2025, with its stock rising by 3.2% in after-hours trading [2] - Amazon's Q2 total revenue reached $167.7 billion, a 13% year-over-year increase, significantly above the expected $162.09 billion; however, its stock fell by approximately 6.8% in after-hours trading [2] Economic Indicators - The US core Personal Consumption Expenditures (PCE) price index rose by 2.8% year-over-year in June, above the expected 2.7%; overall PCE increased to 2.6%, marking the second consecutive month of growth [2]