Sou Hu Cai Jing·2026-02-11 23:25Group 1: U.S. Economic Indicators - U.S. non-farm payrolls increased by 130,000 in January, significantly exceeding market expectations, with the unemployment rate dropping to 4.3% [4] - The U.S. Treasury Department reported a reduction in the federal budget deficit for the fourth consecutive month, with a 17% decrease in the deficit for the first four months of the fiscal year 2026, attributed to increased tariff revenues exceeding $300 million and spending cuts in education and environmental sectors [8] - The U.S. Congressional Budget Office warned of an unsustainable fiscal path, raising the ten-year deficit forecast by $1.4 trillion, with the 2025 tax law expected to increase the deficit by $4.7 trillion [7] Group 2: Corporate Developments - Meta announced an investment of over $10 billion in a new 1 GW data center project in Lebanon, Indiana, which will support over 4,000 construction jobs and 300 operational positions, while also removing the $27 billion Hyperion data center project from its financial statements [6] - Cisco reported Q2 revenue of $15.3 billion for fiscal year 2026, surpassing market expectations, but its stock price fell by 7% [10] - McDonald's reported Q4 revenue of $7.01 billion for 2025, with an expected operating profit margin in the mid-40% range for 2026 [11] - Dassault Systèmes, a European industrial software giant, saw its stock price drop over 19% due to disappointing Q4 2025 results and guidance for 2026, triggering a trading halt [12] Group 3: Market Movements - The three major U.S. stock indices closed lower, with the Dow Jones down 0.13%, the S&P 500 down 0.01%, and the Nasdaq down 0.16%, while large tech stocks showed mixed performance [15] - COMEX gold futures rose by 1.53% to $5,107.8 per ounce, and silver futures increased by 4.6% to $84.085 per ounce, amid rising tensions between the U.S. and Iran [16] - WTI crude oil futures increased, with Brent crude oil futures touching $70 per barrel, up 1.81%, driven by heightened tensions overshadowing concerns of oversupply [17]