Market Overview - US stock index futures fell ahead of the market opening on August 1, with Dow futures down 0.84%, S&P 500 futures down 0.86%, and Nasdaq futures down 0.98% [1] - Wall Street "smart money" is accelerating its exit from US stocks despite the S&P 500 nearing historical highs, with hedge funds reducing their positions at the fastest rate in a year [4] Economic Indicators - The upcoming July employment report is expected to show an addition of 110,000 jobs, a significant drop from June's 147,000, with the unemployment rate projected to rise from 4.1% to 4.2% [3] - The Federal Reserve's balance point for job growth has shifted to 80,000-100,000 jobs per month [3] Corporate Earnings - ExxonMobil reported Q2 earnings exceeding expectations with an adjusted EPS of $1.64, maintaining a $20 billion stock buyback commitment despite a nearly $20 per barrel drop in international oil prices [5] - Chevron's Q2 adjusted earnings reached $3.1 billion, with record production levels and cost control measures supporting performance [6] - Apple reported its Q3 revenue growth of 9.6%, the fastest in over three years, driven by strong iPhone sales and a recovery in the Chinese market [7] - Amazon's Q2 revenue grew 13% to $167.7 billion, but its cloud business AWS saw a growth rate of just over 17%, raising questions about the effectiveness of its AI investments [8] - Vale's Q2 net profit increased by 6% to $2.12 billion, supported by a surge in iron ore production [9] - WeRide's Q2 revenue grew 60.8%, with Robotaxi revenue reaching its highest proportion since 2021 [10] - First Solar raised its full-year guidance, expecting net sales between $4.9 billion and $5.7 billion for 2025 [11]
三大股指期货齐跌，今晚非农数据重磅来袭
Zhi Tong Cai Jing·2025-08-01 12:16