Market Overview - US stock markets experienced a significant decline, with the Dow Jones falling by 542.40 points (1.23%) to 43,588.58, the Nasdaq dropping by 2.24% to 20,650.13, and the S&P 500 decreasing by 1.60% to 6,238.01 [2] - For the week, the Dow Jones fell by 2.9%, the S&P 500 decreased by 2.4%, and the Nasdaq dropped by 2.2% [3] Employment Data - The US non-farm payrolls increased by 73,000 in the last month, falling short of the expected increase of 104,000, while the unemployment rate rose by 0.1 percentage points to 4.2% [3] - Employment growth has been primarily concentrated in previously understaffed sectors such as healthcare and social assistance, with a steady decline in the breadth of job creation in recent months [3] Consumer Confidence - The University of Michigan's survey indicated that US consumer confidence rose for the second consecutive month in July, with inflation expectations for the next year dropping to the lowest level since February [3] - Despite the positive trend in consumer sentiment, overall market sentiment remains negative, with consumers expressing concerns about the economic trajectory [3] Federal Reserve Actions - Federal Reserve officials expressed dissent regarding the decision to maintain interest rates, advocating for a loosening of monetary policy to prevent potential deterioration in the labor market [3] Treasury Yields - US Treasury yields fell sharply, with the two-year yield dropping by 26.5 basis points to 3.7% and the ten-year yield decreasing by 15.1 basis points to 4.22% [4] - The probability of a rate cut in September has surged to over 80% according to the FedWatch tool [4] Corporate Performance - Amazon's stock plummeted by 8.3% following a third-quarter revenue guidance that fell below market expectations [6] - Major tech stocks also performed poorly, with Apple down 2.5%, Nvidia down 2.3%, Tesla and Microsoft down 1.8%, and Meta down 0.7% [7] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.8%, with Alibaba down 2.9%, NetEase down 2.2%, Baidu down 2.0%, and JD down 1.8% [8] Oil and Gold Prices - Economic uncertainty and OPEC+ production increase expectations pressured oil prices, with WTI crude oil dropping by 2.79% to $67.33 per barrel and Brent crude oil down by 2.83% to $69.67 per barrel [8] - Safe-haven sentiment drove gold prices higher, with October contracts on the New York Mercantile Exchange surpassing $3,400, marking a 2.02% increase [9]
深夜,美股崩了!金价飙升,油价大跌
Di Yi Cai Jing Zi Xun·2025-08-02 00:39