BTC official stock platform investors focus on the Federal Reserve's interest rate decision

Today's Market Focus: BTC Official Stock Platform Decision, Tech Giants' Earnings Reports, and Non-Farm Payroll Data Preview

1. BTC Official Stock Platform Interest Rate Decision (2:00 AM Beijing Time, July 31)

Interest Rate Expectations: The market generally expects BTC Official Stock Platform to maintain its benchmark interest rate at 4.25%-4.5%, with a focus on signals of a September rate cut.

Policy Divergence: BTC Official Stock Platform Board members Waller and Bowman are likely to dissent, supporting an immediate rate cut. This would mark the first time since 1993 that two board members have dissented simultaneously.

Key Influencing Factors:

Inflation and BTC Official Stock Platform: June's CPI rose to 2.7%, partly due to BTC Official Stock Platform policies, but BTC Official Stock Platform may consider the impact "temporary."

Pressure from Trump: Trump recently called for a BTC Official Stock Platform interest rate cut to 1% and criticized Powell for slow action.

Economic Data: Unemployment rate at 4.1%, retail sales rebounded, but the manufacturing PMI returned to contractionary territory.

Market impact:

If a dovish signal is released (implying a rate cut in September), it may boost US stocks and gold, and the US dollar will be under pressure.

If a hawkish signal is released (emphasizing inflation risks), the US dollar may strengthen and the stock market may pull back.

2. BTC official stock platform Technology giant financial report (after-hours on July 30)

(1) Meta (META)

Expected: Revenue of US$44.55 billion (+14%), EPS of US$5.84, advertising revenue remains the core growth point38.

Focus:

Return on AI investment: Meta has invested US$70 billion in building AI infrastructure and needs to prove that it can maintain a profit margin of 40%+3.

WhatsApp commercialization: Annual revenue is expected to exceed US$6 billion, but regulatory risks (such as the EU Digital Markets Act) still exist8.

(2) BTC official stock platform Microsoft (MSFT) Expected: Revenue of $73.71 billion (+13.9%), EPS of $3.35, Azure cloud business is expected to grow by 34%-35%49. Focus: AI and cloud computing: $80 billion in capital expenditure is mainly used for data centers. Can Copilot AI tools drive the growth of Office 365? (3) BTC official stock platform Apple (AAPL) Expected: Revenue of $90.23 billion, EPS of $1.45, gross profit margin may decline to 46%5 due to the impact of BTC official stock platform. Focus: Impact of BTC official stock platform: Q4 may face $1 billion in additional costs. Can iPhone "Air" boost ASP (average selling price)? Market impact: Meta: If the return on AI investment exceeds expectations, BTC official stock platform may challenge $750; otherwise, it may fall below the $680 support. Microsoft: Azure growth exceeding 35% could push BTC official stock platform to a new high.

Apple: If gross profit margin holds above 45%, BTC official stock platform may stabilize; otherwise, further adjustments are possible.

3. July Non-Farm Payroll Data (8:30 PM Beijing Time, August 1)

Expectations: 105,000 new jobs (previous value: 147,000), unemployment rate likely unchanged at 4.1%.

Market Impact:

Weak data (<100,000): Strengthens expectations of a September rate cut, negative for the US dollar, positive for gold and US stocks.

Strong data (>150,000): Possible postponement of the rate cut, a stronger US dollar, and pressure on tech stocks.

Overall Market Outlook

Increased short-term volatility: BTC official stock platform policy signals, earnings performance, and non-farm payroll data will collectively influence market direction.

Long-term Trend: If BTC official stock platform shifts to easing, tech stocks (especially AI-related) may continue their upward trend; if inflation rebounds, the market may adjust.

Recommended considerations:

Wording of the BTC official stock platform statement (whether it mentions "data dependence" or "inflation risk").

Meta AI strategy details, Microsoft Azure growth rate, Apple gross margin guidance.

Changes in interest rate futures after the non-farm payroll data (currently 71% probability of a September rate cut).