更令人震惊的是，劳工部对5月和6月非农就业数据进行了历史性的下修，合计削减逾25万个岗位， 直接动摇了"就业市场依然强劲"的主流叙事。这一修正激怒了美国总统特朗普，他随后解雇了劳工 统计局(BLS)局长。 当地时间周三，美股三大指数收盘涨跌不一，纳指跌 0.67%，标普 500 指数跌 0.24%，道指涨 0.04%。 大型科技股普跌，英特尔领跌约 7%，谷歌、特斯拉、苹果、亚马逊跌超 1%，微软、英伟达、 Meta、AMD 小幅下跌。 纳斯达克中国金龙指数收涨 0.33%，热门中概股涨跌分化，万国数据涨 8%，老虎证券涨超 3%， 搜狐、网易、金山云涨超 1%，小鹏、理想跌超 1%，百度跌超2%，极氪、小马智行跌超 4%。 01 7月会议上仅两位官员支持降息 同日公布的美联储 7 月会议纪要显示，在上月决定维持基准利率不变的会议上，仅有两位官员(主 张降息)投下反对票，并未获得其他同僚的公开声援。 纪要写道："几乎所有与会者都认为，在本次会议上将联邦基金利率目标区间维持在4.25%-4.50% 是合适的。" 美联储副主席鲍曼与理事沃勒则主张立即降息25个基点，以防范劳动力市场进一步恶化。这是自 1993年以 ...

Core Viewpoint - The article discusses the recent fluctuations in the U.S. stock market, particularly focusing on the performance of major indices and the implications of the Federal Reserve's monetary policy decisions [1][5][3]. Group 1: Stock Market Performance - On Wednesday, major U.S. stock indices closed mixed, with the Nasdaq down 0.67%, the S&P 500 down 0.24%, and the Dow Jones up 0.04% [1]. - Large tech stocks experienced declines, with Intel leading the drop at approximately 7%, while Google, Tesla, Apple, and Amazon fell over 1% [2]. - The S&P 500 index saw a significant sell-off, losing about $1 trillion in market capitalization within four days due to concerns over the Fed's hawkish stance and high valuations in tech stocks [5]. Group 2: Federal Reserve's Monetary Policy - The minutes from the Federal Reserve's July meeting revealed that only two officials supported a rate cut, indicating a consensus to maintain the federal funds rate target range at 4.25%-4.50% [3][4]. - The release of disappointing non-farm payroll data shortly after the meeting raised concerns about the labor market, with job additions far below expectations and an increase in the unemployment rate [4]. Group 3: Investor Sentiment - Investor opinions are divided regarding the recent market downturn, with some viewing it as a buying opportunity, while others believe that high valuations necessitate profit-taking [6][7][9]. - Analysts suggest that the downward potential for tech stocks may be limited due to global central banks easing policies, which could support global equity markets [8]. - However, concerns remain that any disappointing news could disrupt the fragile balance in the market, as current valuations have largely priced in optimistic future scenarios [10].