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中国基金报·2025-07-03 00:11

Core Viewpoint - The article discusses significant developments in the stock market, particularly focusing on Microsoft's layoffs in the Xbox division and Cathie Wood's investment in Tesla amidst fluctuating employment data in the U.S. [2][3][7] Group 1: Microsoft Layoffs - Microsoft has initiated a large-scale layoff in its Xbox gaming division, with an expected reduction of 9,000 employees, which represents about 4% of its workforce [11] - This follows a previous layoff of approximately 6,000 employees, indicating a tightening job market in large tech companies [11] - Despite economic uncertainties, Microsoft reported strong quarterly profits, leading to a market valuation of nearly $3.7 trillion [11] Group 2: Tesla Investment - Cathie Wood, head of ARK Investment, purchased 56,368 shares of Tesla, valued at approximately $18 million, while reducing holdings in Coinbase and Roblox [9] - Tesla's second-quarter delivery numbers were reported at 384,122 vehicles, a year-over-year decline of 14%, marking the second consecutive quarter of decline [9] Group 3: Employment Data - The ADP report indicated a surprising decrease of 33,000 in private employment for June, the first decline since March 2023, contrasting with economists' expectations of an increase of 95,000 [7] - Following the employment data release, the market adjusted the probability of a Federal Reserve rate cut in July from about 20% to 27.4% [7] Group 4: Oil Price Movement - Oil prices rose over 3% due to news of a trade agreement between the U.S. and Vietnam, despite a reported increase in U.S. crude oil inventories by 3.85 million barrels, the largest increase in three months [12][13] - WTI crude oil for August delivery increased by 3.1% to $67.45 per barrel, while September Brent crude rose by 3% to $69.11 per barrel [14]