英伟达涨超2.1%，盘中市值达到3.92万亿美元，微软市值目前3.7万亿美元，苹果不到3.2万亿美元。 ...

Group 1 - The core point of the article highlights that the U.S. job growth in June exceeded expectations for the fourth consecutive month, with a decrease in the unemployment rate, indicating resilience in the labor market despite economic slowdown [1][3] - The U.S. non-farm payroll increased by 147,000 in June, significantly above the expected 111,000, primarily driven by a surge in state and local government employment [1][2] - The unemployment rate fell to 4.1%, down from 4.2% in May, while private sector job growth was only 74,000, the lowest since October of the previous year, mainly attributed to the healthcare sector [1][2] Group 2 - The data aligns with a trend of slowing hiring activity as employers navigate the unpredictable trade policies of President Trump and await congressional approval of tax legislation [3] - Employment data will influence Federal Reserve officials' discussions on when to resume interest rate cuts, with Chairman Jerome Powell indicating a cautious approach until the impact of tariffs on inflation becomes clearer [3] - Investors are closely monitoring the June non-farm payroll report, as a weak performance could open the door for the Fed to restart rate cuts later in the month [3] Group 3 - A recent report from JPMorgan indicates that U.S. consumers' overall cash reserves are more abundant compared to Q4 2019, which may lead to rising U.S. Treasury yields and increased market volatility [4] - Despite potential short-term volatility, this scenario is expected to be beneficial in the long run, with the S&P 500 and Nasdaq 100 indices likely to continue their bullish trajectory [4]

Market Overview - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.07%, S&P 500 futures up by 0.03%, and Nasdaq futures also increasing by 0.03% [1] - European indices show mixed results, with Germany's DAX up by 0.10%, UK's FTSE 100 up by 0.41%, while France's CAC40 and the Euro Stoxx 50 are down by 0.10% and 0.14% respectively [2][3] - WTI crude oil prices have decreased by 0.25% to $67.28 per barrel, and Brent crude oil has fallen by 0.30% to $68.90 per barrel [4] Economic Data and Predictions - The US non-farm payroll report is expected to show a slowdown in job growth, with predictions of an increase of only 106,000 jobs, the lowest in four months, and an unemployment rate rising to 4.3% [5] - Goldman Sachs forecasts a much lower job addition of 85,000 for June, significantly below market expectations, attributing this to weak data indicators and changes in immigration policy [6] Corporate News - Oracle (ORCL.US) is reportedly expanding its collaboration with OpenAI, with a $30 billion cloud service agreement to provide significant computing resources for OpenAI's projects [9] - Starbucks (SBUX.US) is implementing a stock incentive plan for executives, with each receiving a target reward of $6 million contingent on achieving profitability [10] - Tesla (TSLA.US) CEO Elon Musk has taken over sales operations in the US and Europe following the departure of a key executive, as the company seeks to recover from declining delivery numbers [10] - Microsoft (MSFT.US) has initiated a second round of layoffs affecting approximately 9,000 employees, aimed at streamlining operations and controlling costs [11] - Apple (AAPL.US) is testing its first foldable iPhone prototype, with expectations for a potential launch in the second half of next year [12]

以下文章来源于APPSO ，作者发现明日产品的 APPSO . AI 第一新媒体，「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 本文来自微信公众号： APPSO （ID：appsolution） ，原文标题：《微软再裁 9000 人，白领「大 屠杀」来袭：不用 AI 要被裁，用了 AI 也被裁》，题图来自：AI生成 AI裁员潮已经有了苗头。 今天微软被曝确认了年内新一轮裁员计划，预计将影响约9000个工作岗位，占其全球员工总数的 4%。这是微软今年宣布的第二次大规模裁员，也是其在18个月内的第四次大规模人员调整。 与此同时，微软正在要求部分管理者根据员工在内部使用AI工具的情况来评估其工作表现，并考虑 在下一财年的绩效考核中，正式加入与AI使用相关的考核指标。 一边裁员，一边强制留任员工提升AI使用效率，正在成为硅谷科技巨头的标准动作。 18个月内的第4次裁员 微软发言人表示，此次裁员涉及不同部门、地区以及各个经验层级的员工，其中微软的Xbox部门 （微软游戏部门） 受到的影响较大。 这并非微软今年首次大规模裁员。早在今年5月，微软就已宣布在全球范围内裁员约600 ...

智通财经APP获悉，微软(MSFT.US)本周正式开启2025年第二轮大规模裁员行动，预计将削减大约9000 个就业岗位，占其全球员工总数的不到4%。此次裁员波及多个团队、地区及职级，旨在精简流程、削 减管理层级，并兑现公司向华尔街承诺的"控制成本"目标。 据微软发言人透露，销售部门与Xbox业务线将成为本轮调整重点。这已是微软年内第二次裁员，今年5 月该公司曾裁撤6000个岗位，其中产品与工程团队受创最深。截至2024年6月底，微软员工总数达22.8 万人，其中销售与营销人员占比近20%(4.5万人)。截止发稿，微软盘前股价暂无明显异动。 AI军备竞赛催生成本危机 科技行业整体陷入"成本焦虑"。Meta Platforms(META.US)创始人马克·扎克伯格正以天价薪酬从 OpenAI、Anthropic等竞争对手处抢夺顶尖人才，部分工程师年薪甚至突破九位数。与此同时，Meta计 划2025年投入720亿美元用于AI相关资本项目，相当于其2024年营收的40%。老牌厂商甲骨文 (ORCL.US)与戴尔(DELL.US)则选择"以空间换时间"，通过低利润率的基础设施业务换取市场份额，尽 管此类业务毛利率承压 ...

Group 1 - The company has RWA technology and solutions in the risk field [1]

Core Points - Microsoft is set to cut up to 9,100 jobs, approximately 4% of its total workforce, as part of a new round of layoffs [1] - The layoffs will significantly impact the Xbox division within Microsoft Gaming, although specific job numbers and affected departments have not been disclosed [1] - Phil Spencer, head of Xbox, indicated that the restructuring aims to focus resources on strategic growth areas and enhance agility and efficiency by reducing management layers [1][4] Layoff Details - The layoffs follow a series of previous cuts, with over 15,000 jobs eliminated since early 2023, including more than 6,000 in January and an additional 305 in June [3] - Affected projects include a 10% reduction (approximately 200 employees) at King, the developer of Candy Crush, and layoffs at other European units like Zenimax [1][3] - The cancellation of the long-developed game project Everwild by Rare and potential layoffs of up to 100 employees from the team behind Activision Blizzard's Project Arclight are also noted [1][3] Internal Communication - Phil Spencer's internal memo emphasized the importance of focusing on high-potential opportunities while acknowledging the contributions of affected employees [4][6] - The company is providing severance packages in accordance with local laws, including salary settlements, health insurance, and career transition support for impacted employees [5] Company Strategy - The restructuring is part of a broader strategy to consolidate existing strengths and focus on high-growth potential areas to ensure continued success in the gaming sector [4][6]

Group 1 - Microsoft announced a global workforce reduction affecting approximately 9,000 employees, which is less than 4% of its total workforce, impacting multiple teams, regions, and levels of staff [1] - The gaming division is undergoing significant changes, with hundreds of employees laid off from various studios, including those behind popular franchises like Call of Duty and Halo [1] - Microsoft has canceled several long-developed game projects, including Everwild and an original online game from ZeniMax Online Studios, as well as the reboot of Perfect Dark [1] Group 2 - Phil Spencer, CEO of Microsoft's gaming division, stated that the company is making strategic choices to focus on growth areas and improve agility and efficiency by reducing management layers [2] - Spencer mentioned that affected employees will receive priority consideration for other open positions within the company, emphasizing the strength of Microsoft's platform, hardware, and game development roadmap [2] - Microsoft has conducted multiple rounds of layoffs this year, totaling approximately 18,000 employees, including a previous reduction of over 6,000 in May and around 2,300 in June [2] Group 3 - The layoffs in the gaming division were anticipated due to pressure to improve profit margins following Microsoft's $69 billion acquisition of Activision Blizzard in October 2023 [3] - This marks the fourth major round of layoffs in the Xbox division over the past 18 months, with a focus on the marketing department [3] - As of July 2, Microsoft's stock price slightly decreased by 0.2% to $491.09 per share, with a total market capitalization of $3.65 trillion [3]

先说大盘，标普500涨了0.47%创新高，纳指更猛涨近1%，就道指跟闹着玩似的微跌。这波行情主要靠科技股撑场子：特斯拉一口气涨近5%，甲骨文爆拉 5%，英伟达苹果也跟着涨超2%。但微软家的AI芯片事儿让Marvell跌了2.5%，看来科技圈这风口转向也挺快。有意思的是，特朗普说跟越南谈成了贸易 协议，服装鞋类股跟着起飞，耐克直接涨超4%，这消息刺激够劲儿。 小伙伴们，我是帮主郑重。今儿咱们聊聊美股这热闹的一夜——标普500又刷了历史新高，但道指却偷偷摸摸跌了点儿，纳指倒是跟着科技股嗨了一把。 这涨跌不一的行情背后，藏着哪些值得琢磨的事儿？咱慢慢唠。 现在这市场啊，就像在走平衡木：科技巨头靠着业绩和AI故事撑着指数，但贸易政策变来变去，经济数据又时不时给人泼冷水。作为中长线投资者，咱 得把眼光放远点——科技股的反弹是情绪修复还是基本面支撑？贸易协议带来的短期利好能不能转化成企业长期增长？这些才是该琢磨的关键。记住， 市场永远不缺波动，缺的是看清趋势的耐心。我是帮主郑重，咱下回接着聊。收起 重点说说特斯拉，交付量连续两季下滑，按说该跌吧？结果人家涨超4%，成交370多亿美金成了美股"顶流"。后来一看，凯茜伍德的A ...

大学 生学术 研究丨 洞察报告 报告由微软OfficePLUS 和艾瑞咨询联合发布 核心摘要： 学术态度： 超四成大学生计划毕业后继续深造，怀有学术热情的他们，堪称学术卷王，92.2%追求学术进步，超半数利 用晚上时间撰写论文。 学术工具： 积极的学术实践当中，大学生们善用工具为自己提效，论文人开启"赛博外挂"。他们超半数面临着查重焦 虑，普遍为单篇论文辗转多个查重工具。 查重体验： 大学生们遇过查重结果"打架"，也苦于查重费用过高，精打细算但还是得为查重掏钱。从被查重率支配的恐 惧，到享受思想碰撞的快乐，查重工具是大学生的论文"搭子"，也是他们学术进步的见证。 学术诚信进入公众视野，论文查重引发热议 学术诚信话题频繁进入公众视野，高校学位论文审核日趋严格。"论文"和"查重"相关话题在部分社 媒平台已达数十亿级浏览、千万级讨论。 "我的心中只有学习" 专业课和毕业论文是学业重心：分别有 69.3% 和 64.0% 的大学生认为，学习专业课程和完成毕业 论文是大学阶段最重要的事情之一。 大学生人均"学术卷王" 92.2% 对自己有学术 " KPI" ， 33.8% 追求学术创新； 41% 毕业首选学术深造，以个 ...