热门科技股普跌，亚马逊跌超8%，Meta跌超3%，苹果、英伟达跌超2%，特斯拉、微软、谷歌跌超 1%。 热门中概股普跌，纳斯达克中国金龙指数探底回升，收跌1.82%，某站跌幅超4%，梦想汽车跌幅超 3%，阿里、东子跌幅超1%。 第二：下周解禁市值超900亿 下周将有32股解禁，按照最新收盘价计算，合计解禁市值919.74亿元。 其中润泽一家解禁超518亿，江波L解禁超136亿！两家合计占比下周解禁市值超70%。 第一：隔夜外围美股全线下跌 隔夜外围，美股3大指数集体大跌，其中道指下跌1.23%，实现日线5连跌，标普500指数下跌1.6%，纳 指下跌2.24%。 把该发生的事往后延，大家认真做好准备，可能对双方都是一件好事！ 第四：周末愉快 本周A股高位横盘之后，开始向下回落，我已经郑重警告过大家了，至于大家怎么做，是自己的事情， 成年人有担当的。 隐藏在连跌背后的是周五答复缩量3500亿，2025年首见，这个信号要注意！ 周六，打算逛商场去，漫步在商场里面，蹭下免费空调，也是思考的好时候！ 我是财经聪哥，一个立志花10年让1亿粉丝轻松看懂财经的男人，关注我，一起向上成长。 以上仅为个人看法，不作为任何建议！ ...

"怀孕以后，我就成了问题制造机。"有正处在孕晚期的准妈妈在社交平台上感慨，一堆困惑找不到靠谱的答案。 "感冒吃药会不会影响宝宝""孕期体重增加多少属于正常""胎动频繁是怎么回事""孕宫缩会影响胎儿吗"……几乎是稍有异动都会焦虑不安。 相比在黑暗中孤独摸索的前辈们，当下的准妈妈们幸运地拥有了"AI顾问"。AI工具不仅可以回答孕妇们的各种问题，包括"能不能吃""能不能做""怎么做"等 问题，还可以提醒孕产妇一些重要事项，比如该数胎动了，以及提前推送科普知识，为分娩做准备等。 "AI在孕期提供的主要是心理安慰。"有使用AI工具的孕妇表示，她所展示的与AI聊天的信息显示，几乎每天都要问很多细节的问题。在她手里，AI既是全 科医生也是心理咨询师。 孕期还有一大苦恼就是控糖。"只要用手机扫一下食物，AI就能马上算出热量，还能列出需要补充的微量元素。"有孕妈按照AI的指导将白米饭换成粗粮，在 此后的产检中顺利过关。"不怕被医生'骂'了。" 除了通用模型，作为医疗AI的重要组成部分孕产相关AI产品也越来越多。 虎嗅了解到，自从今年以来，已有超过30个孕产相关的大模型、AI应用、AI智能体上线，腾讯云、支付宝医疗等大厂，宝宝树 ...

Market Overview - On August 1, U.S. stock indices fell sharply, with the Dow Jones Industrial Average down 1.23%, the S&P 500 down 1.60%, and the Nasdaq down 2.24%, marking the largest decline since April. The total market capitalization of U.S. stocks dropped by over $1 trillion [1][3] - Major technology stocks experienced significant losses, with Amazon falling over 8% [3] Economic Data - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, falling short of expectations, while the unemployment rate rose slightly to 4.2%. Additionally, previous months' job growth figures were revised down significantly [8] - The ISM reported that the manufacturing PMI for July was 48%, down from 49% in June, indicating a contraction in the manufacturing sector [8] Federal Reserve Insights - The probability of a 25 basis point rate cut by the Federal Reserve in September surged from 37.7% to 75.5% as of August 1, reflecting market expectations for a more accommodative monetary policy [2] Corporate Performance - Amazon's Q2 revenue reached $167.702 billion, exceeding market expectations of $162.047 billion, with a net profit of $18.164 billion and earnings per share of $1.68. However, the company's guidance for Q3 operating profit was below expectations, raising concerns about its cloud business growth compared to competitors like Microsoft and Google [5] Tariff Policy Impact - President Trump announced new tariff rates ranging from 10% to 41% on various countries, with a notable increase in tariffs on Canada from 25% to 35%, effective August 1. This policy change has contributed to market uncertainty and affected corporate sentiment [9]

根据这份指南，苹果和谷歌不得偏袒自家应用，既不能利用操作系统原生收集的用户数据为自家产品谋 取不正当优势，也不得以不公平方式延迟、拒绝或阻碍竞争对手应用的存在及可见性。同时，两家公司 还需建立防火墙，防止自家团队在开发竞争性产品时，访问和利用敏感的开发者数据，且需按要求提交 年度合规报告。 尽管指南中详细列举了诸多假设性场景，对边缘情况和可能存在的例外情形予以考量——毕竟部分规则 在技术层面确实存在执行难度，但其中两项核心规定的要求清晰明确，几乎不存在解释空间。 业内专家分析认为，与全球近期多项监管指南趋势一致，此次日本新规的核心指向在于促进市场竞争， 苹果和谷歌需在其应用商店中支持第三方应用商店入驻，同时在应用内或第三方应用商店中，允许使用 第三方支付系统，以打破现有市场中可能存在的垄断性壁垒。（纯钧） 来源：环球网 【环球网科技综合报道】8月2日消息，据日媒报道，日本公平交易委员会发布了一份长达119页的《移 动软件竞争法指南》，计划于12月18日正式生效。该指南明确要求苹果和谷歌公司开放其旗下的App Store与Play Store，允许第三方应用商店入驻，并支持第三方支付方案等。 ...

Core Insights - Firefox, once a leading browser with a peak market share of 30% in 2008, has seen its global market share plummet to 2.37% as of June 2023, indicating a significant decline in user adoption [1][2] - The rise of Google Chrome, which surpassed Firefox in market share in 2012, is attributed to its stability, compatibility, and extensive extension ecosystem, which Firefox failed to match [2] - The emergence of AI browsers has intensified competition in the browser market, with both established players like Chrome and new entrants like Comet leveraging AI capabilities to enhance user experience [3][4] Market Dynamics - The browser market is currently experiencing a "third browser war," characterized by a battle for user engagement and capital investment, with the potential for new leaders to emerge [4] - AI integration in browsers is becoming a key differentiator, with traditional browsers upgrading their features and new AI-native companies entering the fray [3] - Data privacy and user behavior data collection are critical issues, as browsers serve as primary data collectors for AI training, leading to a competitive landscape focused on privacy protection [3]

↑点击上面图片 加雪球核心交流群 ↑ 8月首个交易日美股三大指数集体跳水，纳指单日跌幅超2%，科技股领跌。 01 科技股遭血洗，亚马逊暴跌8% 昨夜美股三大指数全线收跌，道指跌1.23%，标普500跌1.6%，创5月以来最大单日跌幅，纳指重挫2.24%，科技七巨头指数暴跌2.99%。 消息面上，美国7月非农就业数据意外爆冷，叠加特朗普政府新一轮关税攻势，市场避险情绪急剧升温。欧洲股市同步大跌，法国CAC40指数跌近 3%，创四个月最差表现。 | 美 BILI | | 21.84 | -0.23% 盘后 | | --- | --- | --- | --- | | 理想汽车 | | 25.24 | -3.30% | | 美 LI | | 25.30 | +0.24% 盘后 | | 拼多多 | | 110.06 | -2.99% | | 美 PDD 财报 | | 110.00 | -0.05% 盘后 | | 阿里巴巴 | | 117.07 | -2.95% | | 美 BABA | | 117.00 | -0.06% 盘后 | | 苹果 | | 202.38 | -2.50% | | 美 AAPL | | 202. ...

昨夜（8月1日），美股大跌，美国总统特朗普连续发声。 美股大跌，黄金大涨 受美关税政策及7月就业数据远逊于预期影响，美国股市收盘大跌。 道琼斯工业平均指数收盘下跌601点，跌幅0.74%；标准普尔500指数收跌0.37%，纳斯达克指数大跌 473.75点，创4月以来最大跌幅。美国股市市值蒸发逾1万亿美元。 中概股多数收跌，纳斯达克中国金龙指数跌1.82%，热门中概股方面，贝壳跌1.19%，BOSS直聘跌 1.58%，京东集团跌1.86%，百度集团跌1.96%，携程集团跌2.10%，腾讯音乐跌2.14%。 在此情况下，黄金大涨，截至收盘，现货黄金大涨超2%，收于3362.64美元/盎司。 由于数据不及预期，芝加哥商品交易所美联储观察工具1日早间公布的数据显示，美联储在9月货币政策 会议上降息25个基点的概率从前一日的37.7%大幅升至75.5%。 特朗普要求解雇美劳工统计局局长 当地时间8月1日，美国总统特朗普在社交媒体"真实社交"发文，指责劳工统计局局长埃丽卡·麦肯塔弗 在2024年美国大选前"人为夸大"就业数据，要求立即将其解职，并由"更有能力的人选"接替。 特朗普称该局曾在2024年3月和大选前数月严重高 ...

Group 1 - The Hong Kong High Court ruled that the assets in the HSBC account under Jianhao Venture Co., Ltd. are trust properties benefiting the plaintiffs, and the defendant, Zong Fuli, is prohibited from withdrawing or transferring any assets from the account until a final ruling is made by the courts in Hangzhou [1] - Tencent announced a change in the WeChat withdrawal fee structure, with the minimum service fee now set at 0.01 yuan, effective from July 25 [2] Group 2 - Wuhan University is conducting a comprehensive investigation into the disciplinary actions against a student and the thesis of another student following a court ruling related to a harassment case [3] - Dongfeng Liuzhou Automobile responded to a video claiming that its truck could not withstand a collision with a Li Auto vehicle, stating that the video was used without authorization and misrepresented [4] Group 3 - Moderna announced a global workforce reduction of 10%, equating to nearly 1,000 employees, due to declining sales of its COVID-19 vaccine, with its stock price dropping over 8% following the announcement [6] - The three major telecom operators in China have unified their outbound marketing numbers to standardize telemarketing practices [7] Group 4 - Dazhongcheng Real Estate announced plans for privatization and delisting, proposing to repurchase shares at a cost of 29.32 billion Hong Kong dollars, citing market performance fluctuations as a reason [11] - TikTok merged its core product team with its trust and safety team to enhance platform responsibility, focusing on user experience and minor safety [12] Group 5 - Goldman Sachs is preparing to acquire ice cream manufacturer Froneri for an estimated valuation of $17.13 billion, with the deal expected to be signed as early as September [12] - Nintendo reported a first-quarter net sales of 572.36 billion yen, a year-on-year increase of 132.1% [15] Group 6 - Nova Fusion completed a 500 million yuan angel round financing, setting a record for the largest single financing for a private fusion company in China [16] - Manus launched a new feature called Wide Research, allowing the scheduling of over 100 intelligent agents to handle complex research tasks [17] Group 7 - Sony's PlayStation 6 specifications were revealed, indicating a performance increase of up to three times compared to the PlayStation 5, with a planned release around late 2027 [17]

Group 1: Market Performance - On August 1, U.S. stock markets experienced significant declines, with the Dow Jones Industrial Average falling by 1.23%, the S&P 500 down by 1.60%, and the Nasdaq dropping by 2.24%, marking the largest decline since April [1] - The total market capitalization of U.S. stocks decreased by over $1 trillion [1] - Major technology stocks also saw substantial losses, with Amazon dropping over 8% and Meta down over 3% [2] Group 2: Economic Data - The U.S. Labor Department reported that non-farm payrolls increased by only 73,000 in July, falling short of expectations, while the unemployment rate rose slightly to 4.2% [3] - Previous months' employment data were significantly revised downward, with May's figures adjusted from 144,000 to just 19,000 and June's from 147,000 to 14,000 [3] Group 3: Federal Reserve and Monetary Policy - President Trump called for Federal Reserve Chairman Jerome Powell to resign, citing dissatisfaction with interest rate policies [1] - The probability of a 25 basis point rate cut at the September Federal Reserve meeting surged from 37.7% to 75.5% following the release of economic data [1] Group 4: Commodity Market Reactions - Following the economic data release, the U.S. dollar index dropped sharply from 100.23 to 98.66, reflecting a decline of 1.38% [6] - International oil prices fell significantly, with West Texas Intermediate crude down 2.89% to $67.26 per barrel and Brent crude down 3% to $69.55 per barrel [6] - In contrast, gold prices surged, with COMEX gold futures rising by 2.01% to $3,416.00 per ounce [6]

Market Overview - The U.S. non-farm payrolls increased by 73,000 jobs last month, falling short of the expected increase of 104,000 jobs, with the unemployment rate rising by 0.1 percentage points to 4.2% [3] - The employment growth for the previous two months was significantly revised downwards, causing surprise among analysts [3] - Employment growth has been concentrated in previously understaffed sectors such as healthcare and social assistance, with a steady decline in the breadth of job creation in recent months [3] Stock Market Performance - Major U.S. stock indices fell sharply, with the Dow Jones down 542.40 points (1.23%) to 43,588.58, the Nasdaq down 2.24% to 20,650.13, and the S&P 500 down 1.60% to 6,238.01 [1] - Amazon's stock dropped by 8.3% due to lower-than-expected revenue guidance for the third quarter [5] - Other major tech stocks also performed poorly, with Apple down 2.5%, Nvidia down 2.3%, and Tesla and Microsoft down 1.8% [6] Bond Market - U.S. Treasury yields fell sharply, with the two-year yield dropping by 26.5 basis points to 3.7% and the ten-year yield down by 15.1 basis points to 4.22% [4] - The probability of a rate cut in September surged to over 80% according to the FedWatch tool [4] Consumer Sentiment - The University of Michigan's survey indicated that U.S. consumer confidence rose for the second consecutive month in July, although overall market sentiment remains negative [3] Commodity Market - Gold prices surged due to increased risk aversion, with October contracts surpassing $3,400, marking a 2.02% increase [8] - Oil prices were pressured by economic uncertainty and OPEC+ production increase expectations, with WTI crude down 2.79% to $67.33 per barrel and Brent crude down 2.83% to $69.67 per barrel [7]