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BitUnix analysts pointed out that the non farm payroll in the United States decreased by 23000 people in July, and the unemployment rate dropped to 4.1%. The data for May and June were revised downwards. The Bank of Japan has released a signal to raise interest rates, and the joint intervention of Japan and the United States in the foreign exchange market has affected the global arbitrage trading structure. SpaceX, AI servers, HBM, and NAND demand have expanded, but the stock prices of SanDisk and Western Digital have fallen after their financial reports. The market is closely monitoring the US July CPI data and AI industry capital efficiency. AI interpretation: The coexistence of negative growth in non farm employment and declining unemployment rate reveals the severe differentiation of the internal structure of the labor market. The stagnation of employment growth directly weakens the momentum of economic expansion, forcing the market to reassess the risk of economic recession in the United States. The dual changes in salary and employment pressure have completely changed the decision-making logic of the Federal Reserve's monetary policy. This data reinforces the market's expectation of an accelerated pace of interest rate cuts and triggers a global capital reallocation of safe haven assets.