早餐 | 2025年8月4日

Group 1 - The U.S. non-farm payrolls added only 73,000 jobs in July, significantly below expectations, with prior two months' data revised down by 258,000 [1] - Berkshire Hathaway reported a 59% drop in Q2 net profit, with cash reserves nearing historical highs, and warned that tariffs will impact performance [1] - Berkshire Hathaway made a substantial $3.8 billion write-down on its investment in Kraft Heinz [1] Group 2 - The Federal Reserve is experiencing internal conflicts, with two officials stating that employment remains robust while two dissenters argue that waiting is a mistake [1] - Federal Reserve Governor Kugler announced his resignation effective August 8 [1] - OPEC+ has agreed in principle to significantly increase production in September [1]