Kevin Warsh insists the Federal Reserve will do whatever it takes to reduce U.S. inflation to its 2% target, but investors aren’t buying it. 交叉来源补充：The Fed held interest rates steady, but long-term Treasury yields jumped. Investors are questioning whether he will act forcefully enough on inflation.

Microsoft（微软）股价周四飙升15%，创2008年以来最大单日涨幅，市值增加近4500亿美元；Meta（Meta Platforms）下跌近8%，延续创纪录连跌。Microsoft（微软）第四财季营收超预期，Azure云业务增长43%，Microsoft 365 Copilot付费席位超过3000万个（4月为2000万）。Forrester分析师Tracy Woo表示Microsoft（微软）1900亿美元数据中心建设开始带来回报。Meta（Meta Platforms）方面，盈利和当前季度营收指引不及预期，预计本季度营收中间值为625亿美元，低于分析师预期。

Apple（苹果）第三财季营收1094.2亿美元，超预估1088.5亿美元；iPhone收入542.5亿美元，超预估536亿美元；Mac收入103.5亿美元，超预估86.2亿美元；iPad收入61.9亿美元，低于预估68.9亿美元；每股收益2.02美元，超预估1.89美元。但第四财季营收指引增长9%至11%，低于市场预期12.1%；预计毛利率47%至48%，其中关税退税贡献约1个百分点。CFO表示第四财季iPhone收入同比增长率约15%，供应限制将“显著加剧”。CEO称正在评估内存供应所有选项，寻找替代组件供应商，第四财季内存成本将高于第三财季，部分非内存零部件成本有所下降。

总统特朗普希望国会将对伊朗的关税加入一项针对俄罗斯和德黑兰的制裁法案。这些关税几乎不会产生影响，因为2025年美国仅从伊朗进口140万美元商品，最大类别是艺术品和古董（占55%）。特朗普认为关税是经济胁迫的万能工具，但此举可能破坏法案通过。维拉诺瓦大学国际商务教授Jonathan Doh表示这一威胁完全象征性。美国自2月底与以色列对伊朗发动战争以来，已对伊朗实施几十年制裁。

Amazon（亚马逊） said it will be increasing this year’s capital spending on technology, mostly artificial intelligence, by an additional 10% after the tech and e-commerce giant delivered strong profits and net sales during for fiscal second quarter, helped by surging growth in its prominent cloud computing unit. The e-commerce and technology company said Thursday that sales in its cloud computing unit called AWS were up 37% during the April-June period, faster than the 28% clip in the previous quarter and marking the fastest growth rate in 18 quarters. Amazon（亚马逊） repo

摩根士丹利牵头与Nexus Data Centers进行高级谈判，拟提供150亿美元贷款，用于在德克萨斯州Hubbard建设大型AI数据中心园区，为Anthropic提供算力。作为交易一部分，谷歌以其投资级信用评级为Anthropic提供支持。Anthropic今年已与AMD（超威半导体）、SpaceX、谷歌和Broadcom（博通）等签署多项基础设施协议，谷歌4月同意向Anthropic投资高达400亿美元。Nexus和Anthropic拒绝置评，谷歌未立即回应。

亚马逊第二季度营收和云增长强劲，AI需求旺盛，公司上调全年资本支出预测，股价盘后涨超10%。CEO Andy Jassy称今年资本开支预计达2200亿美元（2月预计2000亿美元），因内存价格上涨。Jassy表示即使如此，仍无法满足2026年所有需求，2027年也会如此，2028年需求惊人。云业务AWS收入同比增长37%，超市场预期的31%增速，为2021年以来最快。华尔街此前预期亚马逊会上调资本开支，因Alphabet（谷歌母公司）已上调至最高2050亿美元。

埃及方面7月30日表示，一架无人机袭击了其地中海达米埃塔港的两艘船只，导致船上起火。初步调查显示袭击发生在周三，造成一艘再气化船和一艘储存船受损，分别为Energos Winter浮式储存再气化装置和GasLog Salem液化天然气运输船。埃及石油部称已按应急计划处置火情。无人声称负责。此次袭击正值伊朗、胡塞武装及伊拉克民兵扩大对中东能源基础设施打击之际，原油期货当日小幅下跌。袭击显示苏伊士运河附近能源设施同样面临安全威胁。

IOWA — Farmer Aaron Lehman's health insurance premiums have more than doubled since the start of the year, after Congress decided not to extend federal subsidies after they ended. As the Iran war drags on, the cost of diesel , fertilizer and other inputs he relies on to run his Polk City farm are up. And crop prices have been concerningly low . Lehman grows soybeans, corn, oats and hay on the land his family has worked for five generations. The Lehmans and other Iowa farmers have endured difficult times, but 2026 — with all the volatility around trade an

Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations. But the stock sank 11% after the company said in an investor letter that "search referrals were choppy," underscoring investor concerns about Reddit's reliance on Google（谷歌） to land new users. Here's how the company did compared with LSEG estimates: Sales for the second quarter rose 61% year-over-year from $500 million a year earlier, the company said in a statement. Net income climbed to $253 million,

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