Group 1: Market Reactions - The U.S. stock market experienced significant volatility following the release of disappointing non-farm payroll data, with major indices declining sharply: Nasdaq down 2.24%, Dow Jones down 1.23%, and S&P 500 down 1.6% [3][4] - The non-farm payroll report showed only 73,000 jobs added in July, the lowest increase since October of the previous year, with substantial downward revisions for May and June, totaling a reduction of 258,000 jobs [6][7] - Following the employment data, the probability of a rate cut in September rose to 64%, up from less than 40% prior to the report, indicating a shift in investor sentiment towards easing monetary policy [6] Group 2: Berkshire Hathaway's Financial Performance - Berkshire Hathaway reported Q2 2025 revenue of $92.515 billion, slightly above market expectations, but down 1.22% year-over-year, with net income falling 59% to $12.37 billion [8][10] - The company continued its trend of stock sales, offloading approximately $6.92 billion in stocks while purchasing only $3.9 billion, marking the 11th consecutive quarter of net stock sales [8][10] - A significant write-down of $3.76 billion was announced for its stake in Kraft Heinz, attributed to non-temporary impairment, reflecting concerns over the company's financial health [8][10] Group 3: Economic and Political Context - The release of the non-farm payroll data led to political backlash, with President Trump calling for the dismissal of the Labor Statistics Bureau head, alleging manipulation of employment figures for political purposes [7] - Analysts suggest that the current economic environment and uncertainties may lead to continued volatility in the market, with Berkshire Hathaway's cash reserves of $344.1 billion indicating a cautious investment stance [10][11]
炸裂!操纵数据实锤了?