Triển vọng vĩ mô tuần tới: SpaceX công bố kết quả kinh doanh, các công ty công nghệ lớn công bố báo cáo, dữ liệu việc làm phi nông nghiệp của Mỹ được công bố

The Huoxing Finance report states that on August 2, a dense schedule of macroeconomic data and corporate earnings will be released over the coming week. Market focus centers on the U.S. July Non-Farm Payrolls report on Friday, the first comprehensive employment data following the Fed’s hold on interest rates in July, which will directly influence market pricing for the September rate path. Meanwhile, SpaceX’s first earnings report since its IPO is set to be released, followed two days later by the largest single-stock lock-up expiration in U.S. stock market history (approximately 911.5 million shares), drawing significant attention to liquidity stress tests. AMD, SanDisk, Western Digital, and other AI and storage-related stocks will also陆续 release their earnings, serving as key indicators of demand sentiment for AI chips and storage. The North America’s largest AI industry summit, Ai4 2026 (August 4–6), will coincide with the global storage industry flagship event, MS 2026 Flash Memory Summit, during which storage giants such as Samsung and SK Hynix will unveil their HBM4E and V-NAND technology roadmaps. Key events for next week are outlined below: Monday: Earnings reports from Palantir, ON Semiconductor, and others Tuesday: U.S. June JOLTs Job Openings, Factory Orders, Trade Balance; SpaceX (SPCX)’s first earnings report post-IPO; AMD earnings Wednesday: U.S. July ADP Employment, ISM Non-Manufacturing PMI; SanDisk, Western Digital, Circle earnings Thursday: U.S. Initial Jobless Claims for the week ending August 1; Challenger Job Cuts; SpaceX’s first batch of restricted shares unlocks (up to approximately 911.5 million shares, with a potential value nearing $100 billion) Friday: U.S. July Non-Farm Payrolls, Unemployment Rate; Speeches by Fed officials Musalem and Barkin