FUTU Morning Post

Futu Morning News | AI revenue doubled YoY! AMD surged nearly 8% after-hours, leading the chip stocks rally; Media preemptively disclosed? The Bank of Japan may raise interest rates to 0.25% today.

Futu News · Jul 31 08:15

热点要闻

美国6月JOLTS职位空缺高于预期，自主离职和招聘均大跌，裁员减少

美国劳工统计局周二公布报告显示，6月JOLTS职位空缺高于预期，且5月前值上修，表明支撑该国经济的劳动力市场韧性仍在持续。美国6月JOLTS职位空缺818.4万人，预期800万人，5月前值从814万人修正为823万人。6月JOLTS职位空缺数据超过了大多数经济学家的预期。

日本央行委员会成员据称周三将讨论加息至0.25%

知情人士称日本央行委员将讨论将利率从目前的0%-0.1%提高到0.25%左右。日本央行将考虑在周三的会议上加息，因越来越多委员认为物价正在以符合预期的速度上涨。不过，部分委员持谨慎态度，认为在实际工资下降的情况下，需要关注消费趋势。他们将在分析最新经济数据后做出最终决定。

以色列空袭黎巴嫩首都南郊，已致3死74伤

当地时间7月31日，黎巴嫩首都南郊遭袭事件已致3人死亡、74人受伤。据以色列国防军30日发表的声明，以军当天对贝鲁特进行了“定点打击”，以消灭一名真主党指挥官。以方称这名指挥官对日前以色列占领的戈兰高地城镇迈吉达尔沙姆斯遭袭事件负责。

政策逆转！俄罗斯计划年底推出跨境加密货币支付，并将挖矿合法化

当地时间周二，俄罗斯央行行长纳比乌琳娜表示，俄罗斯预计今年年底将首次试验使用加密货币进行跨境支付，以克服西方制裁带来的困难。据悉，其他一些受制裁国家经常通过加密货币来规避金融制裁。

美股复盘

三大指数涨跌互现，纳指跌超1%，英伟达大跌7%

美东时间周二，三大指数走势分化，收盘时仅道指上涨，受大型科技股下跌拖累，标普500指数录得下跌，纳指跌超1%。截至收盘，道琼斯指数涨0.50%，报40,743.33点；标普500指数跌0.50%，报5,436.44点；纳斯达克指数跌1.28%，报17,147.42点。

大型科技股多数下跌，英伟达跌7.04%，特斯拉跌4.08%，微软跌0.89%，亚马逊跌0.81%，Meta跌0.54%，苹果涨0.26%，谷歌涨0.45%。

热门中概股普跌，纳斯达克中国金龙指数跌1.50%，拼多多跌3.47%，小鹏汽车跌3.64%，理想汽车跌2.64%，哔哩哔哩跌1.39%，百度跌1.94%，阿里巴巴跌0.79%，京东跌0.94%，蔚来汽车涨0.68%，网易涨0.52%。

AMD二季度AI收入同比翻倍，上调MI300年度销售额展望，盘后涨超7%

$美国超微公司 (AMD.US)$第二财季营收58亿美元，分析师预期57.3亿美元；调整后每股收益0.69美元，分析师预期0.68美元；二季度营收和盈利均小幅超过预期，数据中心的AI收入同比翻倍并连续两个季度创新高。预计第三财季营收64亿美元至70亿美元，分析师预期66.2亿美元。AMD管理层将数据中心GPU在2024年的销售额预期从40亿美元上调至45亿美元。

截至发稿，AMD盘后涨超7%。

AI回报失望，微软二季度云收入意外放缓，盘后跌近4%

$微软 (MSFT.US)$第四财季营收647亿美元，分析师预期645.2亿美元；第四财季智能云业务营收285.2亿美元，分析师预期287.2亿美元；第四财季云收入368亿美元，分析师预期368.4亿美元。虽然整体销售收入和盈利都保住了两位数增长，但微软二季度Azure云业务收入的增长放缓程度超出华尔街预期，令急于看到微软大举投入人工智能获得回报的投资者失望。

截至发稿，微软盘后跌近4%。

“史上最大IT事故”一周多后，微软再次出现服务中断

当地时间周二（7月30日），微软再次出现服务中断，该公司称其已经在解决相关问题。根据追踪网站Downdetector汇编的用户报告，有关微软云服务Azure和Microsoft 365中断的报告在美东时间周二早上7点后不久开始激增，在事件高峰期包含数百起投诉。微软表示，该公司已开始尝试修复问题，并显示出改善迹象，正在监控情况以确保问题完全修复。

OpenAI向部分用户开放GPT-4o语音模式，今年秋季将扩大至所有付费用户

当地时间周二（7月30日），美国人工智能（AI）研究公司OpenAI宣布，即日起开始向部分ChatGPT Plus用户推出GPT-4o的语音模式。据OpenAI介绍，高级语音模式能提供更自然的实时对话，允许用户随时打断，并能感知和响应用户的情绪。实时响应和可打断对话是目前语音助手公认的技术难点。

AI热潮助推，Arista Q2收入及指引超预期两位数猛增，盘后涨超3%

受益于云计算公司和人工智能应用对其设备的需求强劲，高速以太网交换机龙头$Arista Networks (ANET.US)$的收入保持两位数强劲增长，二季度业绩和三季度指引均强于华尔街预期。二季度Arista营收增近16%，三季度营收指引增长高达16%，继续保持前两季10%以上增速。截至发稿，Arista盘后先跌超5%，后转涨超3%。

英国监管机构准备再“亮剑”，聚焦科技巨头对AI初创的“准并购”

当地时间周二（7月30日），英国竞争与市场管理局（CMA）表示，正在调查$谷歌-A (GOOGL.US)$与人工智能初创公司Anthropic的合作是否导致了竞争减少。CMA在官网写道，这家监管机构正在调查两家公司之间的合作是否构成或可能构成《2002年企业法》合并条款规定的“相关合并情况”；如果是，这又是否会导致英国“商品或服务市场的竞争大幅减少”。

报道：英特尔将裁员至少数千人，以降低成本并资助公司转型

全球知名的半导体公司$英特尔 (INTC.US)$目前正面临利润下降和市场份额流失的双重挑战。为了应对这一局面，公司计划通过裁员数千人来削减成本，并筹集资金以支持其雄心勃勃的复苏计划。据媒体报道，英特尔可能在本周内宣布这一裁员计划，紧随其后的周四，公司将发布季度财报。目前，英特尔拥有约11万名员工，这一数字不包括那些即将被分拆的部门员工。

截至发稿，英特尔盘后涨超1%。

PayPal二季度净营收超出市场预估，收涨超8%

周二$PayPal (PYPL.US)$盘前公布的财报显示，公司第二季度净营收78.9亿美元，市场预估78.2亿美元。第二季度调整后运营收益14.6亿美元，市场预估13.1亿美元；第二季度调整后每股收益1.19美元，市场预估1.00美元。

诺和诺德糖尿病药物Victoza，在阿尔茨海默病研究中呈现出“喜忧参半”的结果

$诺和诺德 (NVO.US)$公司生产的糖尿病治疗药物Victoza在一项针对阿尔茨海默病的中期临床试验中取得了喜忧参半的结果。这一研究虽然未能在改善大脑代谢方面达到预期，但根据周二在费城举行的阿尔茨海默病国际会议上发布的结果，有迹象表明该药物可能对认知功能和大脑体积保护方面有益处。

美股成交额TOP20

港市前瞻

北水抢筹中海油3亿港元，甩卖盈富基金超22亿港元

7月30日（周二），南下资金净卖出港股3.41亿港元。

$中国海洋石油 (00883.HK)$、$中国石油化工股份 (00386.HK)$、$小米集团-W (01810.HK)$分别获净买入3亿港元、2.64亿港元、2.11亿港元；

$盈富基金 (02800.HK)$、$中国神华 (01088.HK)$、$恒生中国企业 (02828.HK)$分别遭净卖出22.4亿港元、2.29亿港元、2.01亿港元。

今日关注

关键词：中国7月官方制造业PMI、日本央行公布利率决议和前景展望报告、欧元区7月CPI月率、美国7月ADP就业人数、$汇丰控股 (HSBC.US)$、Meta、ARM财报

周三，经济数据方面，日本将公布央行目标利率（上限）；欧元区将公布7月CPI月率；中国将公布7月官方制造业PMI；美国将公布至7月26日当周API和EIA原油库存、7月ADP就业人数、芝加哥PMI等数据。

财经事件方面，国新办举行“推动高质量发展”系列主题新闻发布会，财政部副部长出席介绍情况，并答记者问；日本央行公布利率决议和前景展望报告；日本央行行长植田和男召开货币政策新闻发布会。

财报方面，$汇丰控股 (00005.HK)$、$波音 (BA.US)$将于今日公布财报；$Meta Platforms (META.US)$、$高通 (QCOM.US)$、$Arm Holdings (ARM.US)$、$Carvana (CVNA.US)$将于美股盘后发布业绩。

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牛牛晨读：

生活就是一连串的“机会成本”，你要与你能较易找到的最好的人结婚，投资与此何其相似啊。
——查理·芒格

编辑/ping

Hot news

US JOLTS job vacancies in June were higher than expected, with both voluntary quits and hiring declining, while layoffs decreased.

The US Bureau of Labor Statistics released a report on Tuesday showing that JOLTS job vacancies in June were higher than expected and revised upward from May, indicating that the labor market that supports the country's economy is still resilient. The number of JOLTS job vacancies in June was 8.184 million, with an expected number of 8 million and May's previous number revised from 8.14 million to 8.23 million. The JOLTS job vacancy data for June exceeded the expectations of most economists.

Bank of Japan policy board members are reportedly discussing raising interest rates to 0.25% on Wednesday.

Bank of Japan policy board members are said to be discussing raising interest rates from the current 0-0.1% level to around 0.25%. The Bank of Japan is considering raising interest rates at Wednesday's meeting as more and more members believe that prices are rising at an expected pace. However, some board members are cautious and believe that consumption trends need attention amidst declining real wages. They will make the final decision after analyzing the latest economic data.

Israeli airstrikes on the southern suburbs of Beirut, Lebanon have killed 3 and injured 74.

On July 31 local time, the attack in the southern suburbs of Beirut, Lebanon has killed 3 people and injured 74. According to a statement by the Israeli Defense Forces on the 30th, the IDF conducted a 'targeted strike' on Beirut to eliminate a Hezbollah commander. The IDF stated that the commander was responsible for the attack on the Israeli-occupied Golan Heights town of Majdal Shams.

Policy reversal! Russia plans to launch cross-border cryptocurrency payments by the end of the year and legalize mining.

On Tuesday local time, Nabiullina, the governor of the Central Bank of Russia, stated that Russia is expected to test the use of cryptocurrency for cross-border payments for the first time this year to overcome the difficulties caused by Western sanctions. It is reported that some other sanctioned countries often use cryptocurrency to evade financial sanctions.

Gamestop's surge has dramatically narrowed, with the trading platform considering unplugging the internet of US retail investors.

The three major indices have mixed gains and losses, with Nasdaq falling over 1% and Nvidia plummeting 7%.

On Tuesday EST, the three major indices showed divergent trends, with only the Dow Jones rising. The S&P 500 index recorded a decline, and the Nasdaq fell more than 1%. At the close, the Dow Jones index was up 0.50% at 40,743.33 points; the S&P 500 index was down 0.50% at 5,436.44 points; and the Nasdaq index was down 1.28% at 17,147.42 points.

Most of the large technology stocks fell, with Nvidia down 7.04%, Tesla down 4.08%, Microsoft down 0.89%, Amazon down 0.81%, Meta down 0.54%, Apple up 0.26%, and Google up 0.45%.

China concept stocks fell across the board, with the Nasdaq Golden Dragon China Index falling 1.50%. PDD Holdings fell 3.47%, Xpeng fell 3.64%, Li Auto Inc. fell 2.64%, Bilibili fell 1.39%, Baidu fell 1.94%, Alibaba fell 0.79%, JD.com fell 0.94%, Nio Inc rose 0.68%, and Netease rose 0.52%.

AI revenue doubled in Q2 for AMD, and sales expectations for MI300 were raised, causing shares to rise more than 7% after hours.

$Advanced Micro Devices (AMD.US)$Second-quarter revenue was $5.8 billion, with analysts expecting $5.73 billion; adjusted earnings per share were $0.69, compared with analysts' expectations of $0.68. Second-quarter revenue and earnings were slightly higher than expected, with AI revenue in the data center doubling year-on-year and setting a new high for two consecutive quarters. Third-quarter revenue is expected to be between $6.4 billion and $7 billion, with analysts expecting $6.62 billion. AMD’s management raised the expected sales of data center GPUs in 2024 from $4 billion to $4.5 billion.

As of press time, AMD rose more than 7% after hours.

AI returns disappoint, Microsoft's Q2 cloud revenue unexpectedly slows down, causing a drop of nearly 4% after hours.

$Microsoft (MSFT.US)$Fourth-quarter revenue was $64.7 billion, with analysts expecting $64.52 billion; fourth-quarter smart cloud revenue was $28.52 billion, with analysts expecting $28.72 billion; cloud revenue for the fourth quarter was $36.8 billion, with analysts expecting $36.84 billion. Although overall sales and profits maintained a double-digit growth, the slowdown in growth of Azure cloud business revenue in Q2 exceeded Wall Street's expectations and disappointed investors who were hoping for a bigger return on Microsoft's heavy investment in artificial intelligence.

As of press time, Microsoft fell nearly 4% after hours.

More than a week after the 'biggest IT incident in history', Microsoft suffered another service interruption.

On Tuesday (July 30th) local time, Microsoft once again experienced a service interruption and said it is working to resolve the issue. According to user reports compiled by tracking website Downdetector, reports of interruptions to Microsoft cloud services Azure and Microsoft 365 began to surge shortly after 7am US Eastern Time on Tuesday, including hundreds of complaints during the peak of the event. Microsoft said it has begun trying to fix the problem, showing signs of improvement and is monitoring the situation to ensure full resolution.

OpenAI has launched the GPT-4o voice mode to some ChatGPT Plus users, which will be expanded to all paying users in the fall.

On Tuesday (July 30th) local time, US-based artificial intelligence (AI) research company OpenAI announced that it has begun rolling out the GPT-4o voice mode to some ChatGPT Plus users. According to OpenAI, the advanced voice mode provides a more natural real-time conversation, allowing users to interrupt at any time and perceive and respond to the user's emotions. Real-time response and interruptible conversations are currently recognized as technical difficulties for voice assistants.

Benefiting from the strong demand for its equipment from cloud computing companies and artificial intelligence applications, the revenue of the leading high-speed Ethernet switch maintained strong double-digit growth, and the second-quarter performance and third-quarter guidance were stronger than expected on Wall Street. Arista's revenue in the second quarter increased by nearly 16%, and the third-quarter revenue guidance increased by as much as 16%, continuing to maintain a growth rate of more than 10% in the past two quarters. As of the time of publication, Arista fell more than 5% after hours and then rose more than 3%.

The leading high-speed Ethernet switch is benefiting from strong demand from cloud computing companies and artificial intelligence applications. Its revenue maintained strong double-digit growth, and the company faces a dual challenge of declining profits and market share loss.$Arista Networks (ANET.US)$The leading high-speed Ethernet switch is benefiting from strong demand from cloud computing companies and artificial intelligence applications. Its revenue maintained strong double-digit growth, and the second-quarter performance and third-quarter guidance were stronger than expected on Wall Street. Arista's revenue in the second quarter increased by nearly 16%, and the third-quarter revenue guidance increased by as much as 16%, continuing to maintain a growth rate of more than 10% in the past two quarters. As of the time of publication, Arista fell more than 5% after hours and then rose more than 3%.

The UK regulatory institutions are preparing to wield their swords again, focusing on the technology giants' "quasi-merger" with AI startups.

On Tuesday (July 30th) local time, the UK Competition and Markets Authority (CMA) said it is investigating whether collaboration with artificial intelligence start-up Anthropic has reduced competition. The regulator wrote on its website that it is investigating whether the cooperation between the two companies constitutes or may constitute a "relevant merger situation" as defined by the merger provisions of the 2002 Enterprise Act; if so, whether this will lead to a "significant reduction in the competition of goods or services markets" in the UK.$Alphabet-A (GOOGL.US)$Intel is reportedly cutting thousands of jobs to lower costs and fund its ambitious recovery plan, as the global semiconductor company faces dual challenges of declining profits and market share loss. According to media reports, Intel may announce this layoff plan this week. The company will release its quarterly financial report on Thursday. Currently, Intel has about 110,000 employees, not including employees of the departments that will be split off.

PayPal's net revenue for the second quarter exceeded the market's estimate, rising more than 8%. According to the pre-market financial report, the company's second-quarter net revenue was $7.89 billion, while the market estimated $7.82 billion. PayPal's second-quarter adjusted operating income was $1.46 billion, which exceeded the market's estimate of $1.31 billion, and its adjusted earnings per share for the second quarter were $1.19, which exceeded the market's estimate of $1.00 per share.

Victoza, the diabetes drug produced by Novo-Nordisk A / S, has shown mixed results in Alzheimer's disease research. Although this study failed to meet expectations in improving brain metabolism, according to results released at the Alzheimer's International Conference held in Philadelphia on Tuesday, there are indications that the drug may be beneficial for cognitive function and brain volume protection.$Intel (INTC.US)$Benefiting from the strong demand for its equipment from cloud computing companies and artificial intelligence applications, the revenue of the leading global semiconductor company maintained strong double-digit growth, and the company faces a dual challenge of declining profits and market share loss.

After hours, Tesla fell more than 4% and announced a recall of more than 1.8 million electric vehicles. CrowdStrike fell nearly 10% due to a global IT failure.

Northbound funds sold a net of HKD 341 million of Hong Kong stocks on Tuesday. They respectively received net purchases of HKD 300 million, HKD 264 million and HKD 211 million.

On Tuesday$PayPal (PYPL.US)$The pre-announced financial report shows that the company's net revenue in the second quarter was USD 7.89 billion, market estimates USD 7.82 billion. The adjusted operating income in the second quarter was USD 1.46 billion, market estimates USD 1.31 billion; the adjusted EPS in the second quarter was USD 1.19, market estimates USD 1.00.

In 2023, the company's overall sales volume of 18,000 kiloliters, +28.10% year-on-year, significant growth. Product structure, 10-30 billion yuan products operating income of 401/1288/60 million yuan respectively.

$Novo-Nordisk A/S (NVO.US)$The weather is good today The weather is good today.

If you want to play this game, you must believe in yourself and your judgment.

BeiShui crazily bought China Mobile for nearly HKD 1.8 billion and sold Tencent for about HKD 200 million. On Monday (June 3rd), Southbound funds net purchased HKD 3.4 billion of Hong Kong stocks.

Tracker Fund of Hong Kong sold more than HKD 2.2 billion of shares, while the Beijing-based investment firm Northwater Capital Management purchased HKD 0.3 billion worth of shares of China National Offshore Oil Corporation.

As of Tuesday (July 30th), net outflows of Hong Kong stocks by northbound funds were HKD 341 million.

$CNOOC (00883.HK)$,$SINOPEC CORP (00386.HK)$,$XIAOMI-W (01810.HK)$The leading global semiconductor company, which is currently facing dual challenges of declining profits and market share loss, is benefiting from the strong demand for its equipment from cloud computing companies and artificial intelligence applications.

$TRACKER FUND OF HONG KONG (02800.HK)$,$CHINA SHENHUA (01088.HK)$,$Hang Seng H-Share Index ETF (02828.HK)$Net sell-off of HKD 2.24 billion, HKD 0.229 billion, and HKD 0.201 billion respectively.

The company's overall sales volume in 2023 was 18,000 kiloliters, with a year-on-year increase of 28.10%, indicating significant growth. In terms of product structure, the operating income of products worth 10-30 billion yuan were 401/1288/60 million yuan respectively.

Keywords: China's official manufacturing PMI for July, Bank of Japan announces interest rate decisions and outlook reports, Eurozone CPI for July, US ADP employment numbers for July,$HSBC Holdings (HSBC.US)$Meta, ARM financial reports.

Thursday, August 1

Keywords: China's July Caixin Manufacturing PMI, eurozone July manufacturing PMI final value, Federal Reserve announces interest rate decision, Federal Reserve Chairman Powell holds monetary policy press conference, Apple, Amazon, Intel financial report.

Regarding financial reports,$HSBC HOLDINGS (00005.HK)$,$Boeing (BA.US)$Financial report will be released today;$Meta Platforms (META.US)$,$Qualcomm (QCOM.US)$,$Arm Holdings (ARM.US)$,$Carvana (CVNA.US)$Financial results will be released in post-market trading.

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Futubull Morning News:

Life is a series of "opportunity costs". Just like how you should marry the best person you can find, investing is similar.
"- Charlie Munger"

Editor/ping

The translation is provided by third-party software.

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