美股深夜跳水，市值蒸发超1万亿美元；特朗普再次发声

Market Overview - On August 1, U.S. stock indices fell sharply, with the Dow Jones Industrial Average down 1.23%, the S&P 500 down 1.60%, and the Nasdaq down 2.24%, marking the largest decline since April. The total market capitalization of U.S. stocks dropped by over $1 trillion [1][3] - Major technology stocks experienced significant losses, with Amazon falling over 8% [3] 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%. Additionally, previous months' job growth figures were revised down significantly [8] - The ISM reported that the manufacturing PMI for July was 48%, down from 49% in June, indicating a contraction in the manufacturing sector [8] Federal Reserve Insights - The probability of a 25 basis point rate cut by the Federal Reserve in September surged from 37.7% to 75.5% as of August 1, reflecting market expectations for a more accommodative monetary policy [2] Corporate Performance - Amazon's Q2 revenue reached $167.702 billion, exceeding market expectations of $162.047 billion, with a net profit of $18.164 billion and earnings per share of $1.68. However, the company's guidance for Q3 operating profit was below expectations, raising concerns about its cloud business growth compared to competitors like Microsoft and Google [5] Tariff Policy Impact - President Trump announced new tariff rates ranging from 10% to 41% on various countries, with a notable increase in tariffs on Canada from 25% to 35%, effective August 1. This policy change has contributed to market uncertainty and affected corporate sentiment [9]