雪球·2025-05-01 01:32Group 1 - The U.S. economy showed unexpected contraction with a GDP decline of 0.3% in Q1, marking the first quarterly negative growth since 2022, significantly below the expected growth of 0.4% [3][11] - The market reacted sharply to the GDP data, with the Dow Jones dropping nearly 800 points and the Nasdaq falling close to 3% during early trading [3][5] - Following news of potential trade negotiations and tariff adjustments, the market began to recover, reducing most of the earlier losses [5] Group 2 - Major companies like AMD saw significant stock declines, with Supermicro Computer dropping over 11% due to disappointing earnings forecasts [6] - Among the tech giants, Microsoft and Meta reported better-than-expected earnings, with Meta raising its capital expenditure guidance for the year, leading to stock price increases [8] - In contrast, Tesla and Amazon experienced stock declines, with Tesla down 3.4% and Amazon down 1.6% after initial larger drops [8] Group 3 - The U.S. Commerce Department indicated that the GDP decline was primarily due to a 36% surge in preemptive imports before the implementation of Trump's tariff policies, which expanded the trade deficit [11] - Consumer spending growth was weak at only 1.8%, the lowest since mid-2023, contributing to the economic slowdown [11] - Some economists warned that if current tariff policies remain unchanged, the U.S. economy could face stagnation, with a 90% probability of recession predicted by Apollo Global Management's chief economist [12] Group 4 - Trump quickly attributed the economic downturn to his predecessor, claiming it was "Biden's stock market" and asserting that the economy is merely in a transitional phase [14][15] - Criticism arose regarding Trump's economic policies, with some analysts noting that the stock market and dollar performance during his term has been the worst since 1980 [16] - Retail giants like Walmart and Target have begun to absorb tariff costs, indicating a shift in strategy due to supply chain disruptions caused by the tariff war [19][20]