Core Viewpoint - The financial market is anticipating the Federal Reserve's interest rate decision, with expectations of maintaining the current rate range of 4.25% to 4.5% for the fifth consecutive meeting [1][2]. Interest Rate Expectations - According to CME's "FedWatch," the probability of the Federal Reserve maintaining rates in July is 97.4%, while the probability of a 25 basis point cut is 2.6%. For September, the probability of maintaining rates is 34.6%, with a cumulative 25 basis point cut probability of 63.7% and a 50 basis point cut at 1.7% [2]. Market Reactions - Prior to the Federal Reserve's announcement, President Trump reiterated calls for rate cuts, stating "the Fed must lower rates" [3][9]. - As of 23:00, U.S. stock indices showed mixed results, with the Nasdaq China Golden Dragon Index down by 1% [4][11]. - The U.S. dollar experienced a sharp increase, while gold prices fell below $3,300 [5][6]. Company Performance - New Oriental's stock saw a decline of over 10% at one point, with a subsequent narrowing of losses to 4.58%. The company reported a 73.7% year-on-year decrease in net profit for Q4 of fiscal year 2025 [10][13]. - New Oriental's Q4 revenue increased by 9.4% to $1.243 billion, but the significant drop in net profit was primarily due to a $60.3 million goodwill impairment. Excluding the Oriental Selection business, core education revenue grew by 18.7% to $1.09 billion [13][15]. - For the fiscal year 2025, New Oriental's revenue grew by 13.6% to $4.9 billion, with net profit increasing by 20.1% to $372 million. The company expects revenue for fiscal year 2026 to be between $5.15 billion and $5.39 billion, reflecting a year-on-year growth of 5% to 10% [15]. Sector Trends - The automotive sector showed weakness, with companies like Li Auto and NIO experiencing declines of over 3% [16].
美元直线拉升,黄金跳水!特朗普称将对印度商品征收25%关税