Market Overview - On July 31, US stock indices opened higher, with the Dow Jones up 0.22%, Nasdaq up 1.22%, and S&P 500 up 0.7% [1] - The US dollar index reached 100 for the first time since May 29, increasing by 0.07% [3] Microsoft Financial Performance - Microsoft reported Q2 revenue of $76.44 billion, a year-on-year increase of 18%, exceeding market expectations of $73.89 billion [6] - Earnings per share (EPS) for Microsoft were $3.65, up 24% year-on-year, surpassing the expected $3.37 [6] - The commercial cloud business revenue was $46.7 billion, a 27% increase year-on-year, above the expected $45.96 billion [7] - The intelligent cloud segment, which includes Azure, reported revenue of $29.9 billion, a 26% year-on-year increase, exceeding the forecast of $29.1 billion [7] - Capital expenditures rose by 27% to $24.2 billion, higher than the expected $23.08 billion, crucial for meeting rising AI demand [7] - As of the report, Microsoft's stock price was $544.97, with a market capitalization of $4.05 trillion [8] Meta Platforms Financial Performance - Meta reported Q2 revenue of $47.516 billion, exceeding market expectations of $44.83 billion [9] - The EPS for Meta was $7.14, significantly higher than the anticipated $5.89 [9] - Meta's Q3 revenue guidance is between $47.5 billion and $50.5 billion, above the market expectation of $46.2 billion [10] - The company expects total expenditures for 2025 to be between $66 billion and $72 billion, revised from a previous forecast of $64 billion to $72 billion [10]

*美国二季度GDP增长3%。 周三美股涨跌互现， 美国二季度GDP好于预期，投资者关注美联储决议和大型科技股财报。截至收 盘，道指下跌0.38%，至44461.28点，纳指上涨0.15%，收于21129.67点，而标普500指数下跌0.12%，收 于6362.90点。 Meta，微软盘后公布利好业绩。美联储公布利率决议，维持联邦基金利率不变，符合市场预期。美联 储主席鲍威尔表示，9月是否降息尚未作出决定。 *三大股指分化，纳指涨0.15%； *美联储主席鲍威尔称，尚未决定9月会议结果； Meta表示，第三季度的总收入预计为475亿至505亿美元，而分析师的平均估计为461.7亿美元。2025年 全年支出将在660亿美元至720亿美元之间。 Meta预计，2026年总支出和资本支出都将大幅增加，主要原因是基础设施成本上升和支持人工智能计 划的持续投资。 Meta CEO扎克伯格表示，Meta能够依赖其稳定的广告业务，为扩大AI市场份额提供充足资金支持。受 利好财报提振，公司股价盘后一度涨超11%。 微软二季度营收764.4亿美元，同比增长18%，市场预期738.9亿美元。每股收益（EPS）3.65美元，同比 增 ...