A look at the significant financial and economic events from August 9 to August 17, with all times in Beijing time.
The calendar from August 10 to 16 highlights several key areas. On the macro and central bank front, the US will release its July CPI and PPI data. The CPI figures directly influence the Federal Reserve's potential rate cut path in September, with reports suggesting that if inflation data runs hot and market expectations for rate hikes rise, policymakers might consider a rate hike. The Reserve Bank of Australia will also announce its rate decision, with the market expecting the bank to hold steady. The Bank of Japan will publish the summary of opinions from its July meeting.
Earnings season will test the strength of AI. A dense week of mid-report season for Chinese ADRs will be led by TENCENT and JD.com. SMIC, along with Hua Hong Semiconductor, Haiguang Information, Kweichow Moutai Co.,Ltd., and Moore Threads, will follow. On the US side, optical module leader Lumentum, CoreWeave, Super Micro Computer, Cisco, Coherent, and Applied Materials will form a complete AI infrastructure stress test over three consecutive nights, with the four key links of optical modules, computing power, networking, and equipment all in sync.
Technology and industry catalysts are also dense. Unitree Technology's IPO on the Science and Technology Innovation Board is the year's top IPO for humanoid robots. Google's Pixel 11 launch event will deeply integrate the Gemini ecosystem. DeepSeek has announced a significant price increase. ChangXin Memory Technologies will be included in the MSCI index. There will be a SanDisk investor day, another launch of the Zhuque-3 rocket, and a meeting between Jensen Huang and LG executives. Additionally, the US SEC's quarterly 13F filings, due by August 14, will disclose the stock holdings of US hedge funds and other institutions as of June 30.
Hong Kong and A-Share Earnings: Led by Tencent and JD.com, with Moutai, Haiguang, and SMIC Reporting
TENCENT's second-quarter report (August 12 at 20:00) is the top focus for Hong Kong stocks this week. As a core heavyweight in the Hong Kong market, attention will be on the scale of AI capital expenditure, the recovery of the gaming business, and the commercial progress of video accounts. JD.com's second-quarter report (August 13 at 20:00) will be reported simultaneously with JD Logistics, JD Health, and JD Industrials, providing a verification of the e-commerce and logistics integration. SMIC (after market close on August 13, with a performance briefing on August 14) and Hua Hong Semiconductor will test the wafer foundry cycle and the progress of domestic substitution.
On the A-share side, Moore Threads-U will kick off its first mid-report after listing. Jiangbo Long will verify the elasticity of the memory cycle, and Foxconn Industrial Internet will test the volume growth of AI server manufacturing. Haiguang Information, a leading domestic CPU/DCU company, will close the mid-report season. Kweichow Moutai Co.,Ltd., Shengyi Technology, Shengyi Electronics, TCT, and Honghe Technology, all part of the AI computing power upstream material chain, will report on the same day. August 15 will see 126 A-share companies report simultaneously, making it one of the most crowded days of the mid-report season.
US Tech Earnings: Optical Modules, Computing Power, and Equipment in Sync
This week's US earnings focus is highly concentrated on the AI infrastructure chain. After the market close on Tuesday, August 11 (early morning of August 12 in Beijing), optical module leader Lumentum and AI computing power rental leader CoreWeave will hold conference calls at 17:00 Eastern Time. Super Micro Computer will also report, having previously raised its Q4 gross margin guidance to 15-17% (from 8.2-8.4%) in a pre-announcement on July 21. On Wednesday, August 12, Cisco and Coherent will report after the close, providing a test of AI network capital expenditure from the networking equipment and optical module perspective. On Thursday, August 13, Applied Materials will report after the close, setting the tone for the semiconductor equipment chain with a focus on DRAM and advanced packaging equipment demand.
Tech Industry and Capital Markets: Unitree IPO, Google Pixel 11, SanDisk Investor Day, Zhuque-3, and DeepSeek Price Hike
On Monday, August 10, Unitree Technology's IPO on the Science and Technology Innovation Board (online/offline subscription day) is the most anticipated IPO of the year. The humanoid robot unicorn completed its preliminary inquiry on August 5, with payment due on August 12.
On August 13 at 06:00, Google's "Made by Google" event in New York will launch the Pixel 11 series of four new phones (Standard/Pro/Pro XL/Pro Fold). The entire series will feature a 2nm process Tensor G6 processor from TSMC and start at 256GB of storage, deeply integrating the Gemini ecosystem. The Pixel Watch 5 and Pixel Buds Pro will also be announced.
On August 13 at 21:00, SanDisk will hold its Investor Day. CEO David Goeckeler will attend, and the NAND storage cycle and HBF (High Bandwidth Flash) roadmap will set the tone for the storage sector, echoing the FMS Flash Memory Summit.
DeepSeek has announced: "We plan to significantly increase the pricing for the DeepSeek API service in the near future. The expected increase is substantial, so please plan your usage accordingly. The specific plan will be announced in an official notice."
In commercial aerospace, the Zhuque-3 Y2 reusable rocket is expected to launch in mid-August (according to FAA airspace control notices, the control period is from 7:40 AM on August 11 at the Jiuquan Dongfeng Commercial Aerospace Innovation Zone). The mission aims to verify both payload delivery and first-stage vertical recovery. If successful, it will become China's first private commercial rocket to use landing legs for recovery.
On the geopolitical and industry front, on August 14, Bill Gates will visit South Korea to discuss SMR (Small Modular Reactor) cooperation with SK Group and HD Hyundai.
On the capital market side, during the week of August 10, the LG Group chairman will meet with Jensen Huang at NVIDIA's Silicon Valley headquarters. According to a report from the Korea Economic Daily on August 7, the two may discuss physical AI, smart factories, and details of LG's procurement of Blackwell GPUs.
ChangXin Memory Technologies (CXMT) will be included in the MSCI China All Shares Index. MSCI announced that CXMT, due to its IPO, will be added to the index, effective August 10.
Macro Data and Policy: US CPI/PPI, RBA Decision
The US July CPI data will be released on August 12, with the PPI data on August 13. The Financial Times reported on Thursday that if inflation data runs hot in the coming weeks and market expectations for rate hikes increase, the Fed Chair is prepared to raise rates at the September meeting. However, Bloomberg Economics predicts that the July headline CPI will fall to 3.3% year-over-year, with the core CPI falling to 2.4%, the lowest since March 2021.
The Reserve Bank of Australia (RBA) will announce its interest rate decision on August 11, with the market expecting the cash rate to remain unchanged at 4.35%. Bloomberg Economics believes that, given inflation cooling faster than expected, a weakening labor market, and downside risks in the real estate sector, the RBA's next move will be a rate cut, potentially as early as the fourth quarter of 2026.
The Bank of Japan will release the summary of opinions from its July monetary policy meeting on August 10. The market expects the summary to reveal the board members' discussions on the economic outlook and inflation trends, with attention focused on hints regarding future policy direction. The bank kept its policy unchanged at the July meeting.
AI Industry Events and Large Model Tracking
Other Financial Events
US SEC 13F Quarterly Filing Deadline on August 14
The US SEC 13F quarterly filing deadline is August 14. These filings will disclose the stock holdings of US hedge funds and other institutions as of June 30. The market will be watching for changes in large institutional positions in sectors like technology and energy. It is important to note that 13F filings only cover long positions and have a lag of about a month and a half, but they are still considered an important window for observing institutional trends.
285.22 Billion Yuan in Locked-Up Shares to be Released Next Week
According to Wind data, from August 10 to August 14, 32 companies will see their locked-up shares released, totaling 2.332 billion shares. Based on the closing price on August 7, the total market value of these shares is 285.22 billion yuan. In terms of market value, August 10 will be the peak period, with 17 companies releasing shares worth a total of 182.91 billion yuan, accounting for 64.13% of the total for the week. The top three companies by market value of shares released are Lujiazui (7.11 billion yuan), Mengguli (3.058 billion yuan), and Lingwei Technology (2.728 billion yuan). In terms of share volume, the top three are Lujiazui (779 million shares), Huaneng Mengdian (536 million shares), and Mengguli (187 million shares).
2026 Xipu Conference to be Held in Boao, Hainan from August 11-16
According to Xinhua News Agency, the 2026 Xipu Conference (officially the Health Industry Ecosystem Conference) will be held from August 11 to 16 in Boao, Hainan. The theme of this year's conference is "Entering the AI Era: The Paradigm Shift and Path Choice for the Health Industry."
First International Route for C919 to Launch on August 12
According to Xinhua News Agency, starting August 12, Air China's Beijing to Ulaanbaatar, Mongolia, route will be operated by the domestically produced C919 aircraft. This route will become the first international route for the C919.
6th Global Solid-State Battery Annual Summit in the US, August 11-12
The 6th Global Solid-State Battery Annual Summit will be held from August 11 to 12 in Chicago, USA. Additionally, the domestic 2026 SMM Battery Technology Industry Conference will be held from August 13 to 14 in Changsha, Hunan, focusing on the latest advances in solid-state battery materials and equipment.
CIES 2026 16th China International Energy Storage Conference (August 9-11)
The CIES 2026 16th China International Energy Storage Conference will be held from August 9 to 11, 2026, at the InterContinental Hotel in Hangzhou, Zhejiang. The theme is "Source-Grid-Load-Storage, Computing-Electricity Coordination," and it is organized by the China Industrial Association of Power Sources.
Upcoming Week (August 17-23) Warnings
① Monday, August 17: National Bureau of Statistics monthly housing price report for 70 cities.
② August 19: 2026 World Robot Conference (Beijing Economic-Technological Development Area, August 19-23).
③ August 20: China's August LPR quote + Federal Reserve meeting minutes.
④ August 21: Hang Seng Index Company quarterly review results.
⑤ August 26: US Core PCE Price Index.
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