USD/JPY plunged in the short term, touching 159, down 0.31% on the day. (Jin Shi)

July 31 news, the US dollar index (DXY) dropped over 20 points in the short term, now at 99.92. Non-US currencies rose, with GBP/USD and EUR/USD climbing more than 10 points in the short term. (Jin Shi)

On July 31, Apple (AAPL.US) fell over 7% in premarket trading to $309.78. In terms of news, Apple's fiscal third-quarter revenue grew approximately 16% year-over-year to $109.42 billion, slightly above analyst expectations. Of that, product revenue was $78.68 billion, higher than the expected $77.25 billion; however, services business revenue, which has been an important source of valuation re-rating in recent years, was $30.74 billion, below the expected $31.36 billion. Additionally, Greater China revenue was $18.82 billion, with year-over-year growth slowing to 22%, also below analysts' expectations of $19.58 billion. On the earnings call, Apple guided fiscal fourth-quarter revenue growth in the range of 9% to 11%, overall below analysts' expectation of 12.1%. The company's CFO Parekh said component supply constraints will affect fourth-quarter iPhone, Mac, and iPad businesses, and foreign exchange fluctuations are also restraining growth.

US semiconductor stocks continued to rally in premarket trading, with TSMC (TSM.N) rising over 4%, ASML (ASML.O) up 3.2%, Arm (ARM.O) up 4.8%, and Broadcom (AVGO.O) up over 1.3%.

On July 31, Google rose nearly 3% in premarket trading to $342.74 per share. Google DeepMind released humanoid robot AI models such as Gemini Robotics 2, which enable full-body motor control for humanoid robots, converting camera imagery and natural language instructions into motor control commands. Researchers noted that the robots achieved a 92% success rate in the task of 'unscrewing a light bulb,' but the success rate for more complex actions remains relatively low.

On July 31, Amazon surged 12% premarket to $263.75 per share. Amazon's second-quarter revenue reached $200.6 billion, up 20% year over year; operating income was $27.5 billion, up 43% year over year. AWS revenue was $42.2 billion, up 37% year over year, marking the fastest growth since the fourth quarter of 2021 and driving sales acceleration for the fifth consecutive quarter, beating market expectations of $40.6 billion. This pushed AWS's annualized revenue run rate to $169 billion. The company expects third-quarter revenue between $197 billion and $202 billion, and operating income between $22.5 billion and $26.5 billion, with the midpoint of both guidance ranges below market estimates. Capital expenditures were raised from the previous $200 billion to $220 billion.

Market data shows that BTC has fallen below $64,000, currently priced at $63,988.35, with a 24-hour decline of 0.12%. The market is experiencing significant volatility, so please ensure proper risk management.

On July 31, according to Trader T monitoring, U.S. spot Ethereum ETFs recorded a net inflow of $7.39 million yesterday.

On July 31, media reported that the Doubao large-model assistant has been integrated into some new Tesla vehicles. Meanwhile, multiple informed sources revealed that Qwen has already entered the deep testing phase on Tesla's China vehicle system, nearing implementation. According to the sources, Qwen has completed extensive on-vehicle testing in real Tesla vehicle system environments, with capabilities such as 'listening and answering, controlling the car, navigating, and executing tasks' all planned. In the future, the capabilities Qwen can offer on Tesla's vehicle system may far exceed the definition of a mere 'voice assistant'. As for when Qwen will officially be deployed in Tesla vehicles, as of now, neither Alibaba Cloud nor Tesla China has made an official response. (Jiemian)

On July 31, according to Trader T, US spot Bitcoin ETFs recorded a net inflow of $233.15 million yesterday.