Core Viewpoint - The article discusses the negative impact of new tariffs imposed by the U.S. on various trade partners and disappointing employment data, leading to a decline in U.S. stock markets [3][4]. Market Performance - On Friday, the Dow Jones Industrial Average fell by 542.40 points, a decrease of 1.23%, closing at 43,588.58 points. The Nasdaq dropped by 2.24% to 20,650.13 points, and the S&P 500 index fell by 1.60% to 6,238.01 points [3]. - For the week, the Dow Jones decreased by 2.9%, the S&P 500 fell by 2.4%, and the Nasdaq declined by 2.2% [4]. Employment Data - The U.S. non-farm payrolls increased by 73,000 in the last month, falling short of the expected increase of 104,000. The unemployment rate rose by 0.1 percentage points to 4.2% [4]. - Adjustments to previous months' employment growth were significant, surprising many analysts [4]. Consumer Confidence - The University of Michigan's survey indicated that U.S. consumer confidence rose for the second consecutive month in July, with inflation expectations for the next year dropping to the lowest level since February [5]. Federal Reserve Actions - Federal Reserve officials expressed dissent regarding the decision to maintain interest rates, advocating for a loosening of monetary policy to prevent potential deterioration in the labor market [5]. - U.S. Treasury yields fell, with the two-year rate dropping by 26.5 basis points to 3.7% and the ten-year rate decreasing by 15.1 basis points to 4.22% [5]. Corporate Performance - Amazon's stock fell by 8.3% due to third-quarter revenue guidance that was below market expectations [6]. - Major tech stocks also experienced declines, with Apple down 2.5%, Nvidia down 2.3%, Tesla and Microsoft down 1.8%, and Meta down 0.7% [7]. Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.8%, with Alibaba down 2.9%, NetEase down 2.2%, Baidu down 2.0%, and JD.com down 1.8% [8]. Commodity Prices - Oil prices were pressured by economic uncertainty and OPEC+ production increase expectations, with WTI crude oil falling by 2.79% to $67.33 per barrel and Brent crude oil down by 2.83% to $69.67 per barrel [8]. - Gold prices rose due to increased risk aversion, with October contracts surpassing $3,400, marking a 2.02% increase [9].
深夜,美股崩了!金价飙升,油价大跌
第一财经·2025-08-02 00:28