Amazon surges 15% vs Apple plunges 7%! July closes with a stark contrast of ice and fire.

Hello everyone, happy weekend. July has officially closed, and this week's market excitement was maxed out.

📊 US Stocks: All three major indices closed higher across the board

Dow Jones +0.53% at 52,485, Nasdaq +1.00% at 25,373, S&P 500 +0.70% at 7,489. Weekly lines all closed red (up).

But individual stocks showed a stark contrast:

🔥 Amazon surged 15.32% - creating its largest single-day gain since 2012! AWS cloud revenue grew 37% to $42.2 billion, igniting the market with AI cloud business.

🔥 Google +6.73%, Microsoft +3.02%, NVIDIA +2.93% (regaining the title of world's most valuable company)

❌ Apple plunged 7.35% - Q4 guidance missed expectations, wiping out $358 billion in market cap.

July monthly performance: Dow Jones +0.3% (four consecutive weeks up), Nasdaq -3.2% (worst July since 2006).

🛢️🥇 Commodities: Brent crude oil stood above $90, accumulating a 24% gain in July; spot gold closed at $4,040, rising nearly 1% for the month.

🇭🇰 Hong Kong Stocks: Today closed down 647 points at 26,918, with turnover of 114.2 billion HKD. Tech and Apple concept stocks fell across the board. The Hang Seng Index accumulated a decline of 0.45% for the full week.

Weekend Macro: The US, Japan, and South Korea intervened in the forex market jointly for the first time in nearly 30 years; the first offshore RMB government bond futures will list in Hong Kong tomorrow.

Sister Shuang's View: The AI cloud sector is reshaping the tech stock landscape - those that can monetize surge, while others plunge. Divergence is the norm. Next week, focus on the August 7th Non-Farm Payrolls report.