华尔街见闻·2025-07-27 11:14Group 1 - The core focus of the article is on significant economic events occurring from July 28 to August 3, particularly the US-China trade negotiations and the impending tariff deadline on August 1, which are expected to impact global trade dynamics [1][4][10] - The Federal Reserve's interest rate decision is highly anticipated, with expectations that there will be no rate cuts in July, despite ongoing discussions about economic conditions [13][14][16] - Major US companies, including Microsoft, Meta, Apple, Amazon, Qualcomm, Boeing, and Starbucks, are set to release their earnings reports, which could lead to market volatility [3][25] Group 2 - The article highlights the ongoing trade talks between the US and China, with a focus on the tariffs that are set to take effect on August 1, including a 50% tariff on copper imports [4][6][10] - The article discusses the economic outlook for China, with expectations that the upcoming political bureau meeting will affirm a stable economic environment while acknowledging external pressures [11][12][21] - The article notes that the Japanese central bank is likely to maintain its target interest rate at 0.5%, influenced by ongoing US-Japan trade negotiations and domestic inflation concerns [22][23] Group 3 - Microsoft is expected to report strong earnings driven by its investments in artificial intelligence and operational efficiency, with a target price set at $530 [26] - Meta's second-quarter revenue is projected to reach $44.71 billion, reflecting a 14% year-over-year growth, with a consistent track record of exceeding market expectations [28] - Apple's revenue for the quarter is anticipated to be $90.7 billion, a 5.8% increase from the previous year, primarily due to strong iPhone sales [29] - Amazon's revenue is expected to hit $162 billion, supported by growth in its AWS and retail sectors, despite concerns over tariffs [30][31] - Qualcomm is in the process of acquiring Alphawave for approximately $2.4 billion, pending regulatory approval [32] - Boeing forecasts a significant increase in earnings per share and revenue, driven by strong demand for commercial aircraft [33] - Starbucks is launching free study areas in select stores in China to boost customer traffic amid increasing competition [34] - WuXi AppTec's stock has reached a new high, reflecting strong institutional support and positive market sentiment [35]