Group 1: Market Performance - The earnings season has significantly boosted the US stock market, with major indices reaching historical highs [2][5] - Tech giants Meta and Microsoft saw substantial stock price increases, with Meta's market cap rising by $204.4 billion (approximately 14,700 million RMB) and Microsoft's market cap surpassing $4 trillion [6][8] - Roblox's stock surged over 20% after raising its revenue guidance for the fiscal year [7] Group 2: Earnings Reports - Meta reported Q2 revenue of $47.52 billion, a 22% year-over-year increase, and a net profit of $18.34 billion, up 36% year-over-year, exceeding market expectations [6] - Microsoft's Q4 FY2025 revenue reached $76.44 billion, an 18% increase year-over-year, with net profit of $27.2 billion, a 24% increase [6] - Oracle's stock also rose, with its market cap reaching $720 billion, and its co-founder Larry Ellison's net worth hitting $300 billion [8] Group 3: Economic Indicators - The core PCE price index rose 2.8% year-over-year in June, the highest level since February, indicating potential policy divergence for the Federal Reserve [3][13] - Consumer spending showed signs of fatigue, with real consumer spending only increasing by 0.1% in June, failing to reverse the previous month's decline [17] - The labor market appears to be slowing, with expectations of a slight increase in unemployment rates in upcoming reports [18][21]
今夜!见证历史!