This week's important schedule overview

• US July CPI coming in hot.

US July CPI data will be released on Wednesday, August 14 at 8:30pm. Wall Street predicts that the year-on-year increase in core CPI (excluding volatile food and energy) in July is expected to decrease 0.1 percentage points from June to 3.2%, potentially hitting the lowest record since May 2021. However, the monthly increase may rebound from 0.1% to 0.2%. The overall year-on-year rise in CPI is expected to remain at 3%, the lowest level since June 2023; month-on-month rising 0.2%, down 0.1% in June.

• The Chinese concept stock earnings season has begun! Tencent and Alibaba lead the way.

The Chinese concept stock earnings season enters an intensive period of release, with Hong Kong and US stocks focused on Tencent, JD, Alibaba, Sea, Beike, and other financial reports. Supermarket giant Walmart will also release its new quarterly financial report. Minsheng Securities recently released a research report stating that it is bullish on overseas Chinese asset Internet leaders in the context of interest rate cuts in North America.

• Chinese macroeconomic data is released intensively.

On August 15th, the National Bureau of Statistics will release macro data such as industrial added value, fixed asset investment, total retail sales of social consumer goods, and July 70-city housing price data in China. In addition, financial data such as new loans, M2, and total social financing scale will also be released this week. Earlier data showed that in June, the year-on-year increase in industrial added value above designated size actually increased by 5.3%, a month-on-month increase of 0.42%; year-on-year growth in retail sales of social consumer goods increased by 2.0%, a decrease of 1.7 percentage points from the previous month; the urban survey unemployment rate remained at 5%.

Supermicro's annual open storage summit kicks off, NVIDIA, AMD and other chip giants participate.

• Trump claims he will accept an interview with Musk.

According to The New York Times, Donald Trump, the Republican presidential candidate, announced earlier that he will be interviewed by 'X' (formerly Twitter) CEO Musk on the evening of August 12th local time (August 13th Beijing time). In recent weeks, Trump has always spoken astonishingly. Previously, he said that the president should have some say in monetary policy.

• Statistics on real estate development in China,(中概股)Chinese concept stocks' financial reports begin; Tencent and Alibaba are the first to appear.

From August 13th to August 29th local time, American Super Micro Computer will hold its annual Open Storage Summit. Experts from companies such as Super Micro Computer, Nvidia, AMD, Intel, Nutanix, Micron, Kioxia, Western Digital, Seagate, DDN, VAST Data, and WEKA will discuss hardware and software storage solutions for artificial intelligence, cloud computing service providers, HPC, media and entertainment, HCI, and more.

• Google will hold a 'Made by Google 2024' launch event.

Google's large-scale hardware launch event 'Made by Google' will be held on August 13th local time, when the new Google Pixel 9 series and Pixel 9 Pro Fold will be officially unveiled.

This week's key performance calendar

August 12th, Monday

Keywords: The 1-year inflation expectations of the New York Fed in the United States; The Japanese stock market is closed; Beike.

On Monday, the economic data showed that the 1-year inflation expectations of the New York Fed will be unveiled. In the market, the Japanese stock market will be closed for 'Mountain Day'.

In the market, the Japanese stock market will be closed due to 'Mountain Day'.

In terms of financial reports, $KE Holdings (BEKE.US)$ it will be released before the US stock market opens.

Tuesday, August 13th.

Keywords: USA PPI; Musk interviewed Trump; Sea.

In terms of financial data, the annual rate of USA PPI in July and the NFIB Small Business Confidence Index for July will be released.

In terms of financial events, Trump will accept a major interview by Musk, and MSCI will release its index evaluation report.

In terms of financial reports, $Sea (SE.US)$Please use your Futubull account to access the feature.$Tencent Music (TME.US)$ it will be released before the US stock market opens.

Wednesday, August 14th.

Keywords: USA CPI; Tencent; EIA Crude Oil; RBNZ Official Cash Rate Decision.

In terms of financial data, the USA CPI annual rate will be heavily announced, and the EIA crude oil and API crude oil inventory for the week are to be released.

In terms of financial events, 2024 FOMC voter and Atlanta Fed President Bostic will speak on the economy, the RBNZ will release its Official Cash Rate Decision and Monetary Policy Statement; and from Aug 13th to Aug 29th, Super Micro Computer's annual open storage summit will be held with chip giants such as Nvidia and AMD participating. Google's large hardware release conference, "Made by Google," will be held on August 13th (Beijing time August 14th), where the new Google Pixel 9 series and Pixel 9 Pro Fold will be officially unveiled.

In terms of financial reports, $TENCENT (00700.HK)$ will release its financial report after the close of trading on the Hong Kong Stock Exchange.

Thursday, August 15th.

Keywords: Alibaba, JD.com; Retail Sales MoM; Initial Jobless Claims; Total Retail Sales of Consumer Goods; Industrial Value Added Above Designated Size.

In terms of financial data, the MoM retail sales rate in July for USA and the initial jobless claims will be heavily announced, while China's total retail sales of consumer goods and industrial value-added above designated size in July will be released.

In terms of financial events, the State Council Information Office will hold a press conference on the operation of the national economy, and the National Bureau of Statistics will release the monthly report on housing sales prices of 70 large and medium-sized cities and 2025 FOMC voter and St. Louis Fed President Mester will speak on the US economy and monetary policy.

In terms of financial reports, $CHINA UNICOM (00762.HK)$ will release its financial report after Hong Kong stock market close. $Alibaba (BABA.US)$Please use your Futubull account to access the feature.$JD.com (JD.US)$Please use your Futubull account to access the feature.$Walmart (WMT.US)$ will release its financial report pre-market trading.

In terms of new stocks, $YXT.COM Group Holding (YXT.US)$ Today, it will be listed on the US stock market.

Friday, August 16.

Keywords: Initial value of inflation rate expectations; Preliminary value of University of Michigan Consumer Confidence Index; Hang Seng Index quarterly review.

In terms of financial data, the initial values of one-year and five-to-ten-year inflation rate expectations for August will be released in the US, and the annualized total number of new home starts and total building permits for July in the US will be announced.

In terms of financial events,$Hang Seng Index (800000.HK)$The company will announce the results of the Hang Seng Index series review in the second quarter of 2024. In 2026, FOMC voter and Philadelphia Fed President Harker will give a speech. The State Council Information Office will hold a series of themed press conferences on promoting high-quality development, at which Vice Director of the State Administration of Market Regulation and Director of the National Accreditation Commission for Conformity Assessment Pu Chun will attend and answer questions.

In terms of financial reports, $ZTE (00763.HK)$ will release its financial report after the close of trading on the Hong Kong Stock Exchange.

Wishing Mooers a successful week of investment!

Editor/Lambor