Reminder: Key Focus for Intraday Trading (All times in Beijing Time)

① Time TBD: Opening of the 20th Annual Sullivan GIL Summit, a major event in the AI industry (August 4-5); ② Time TBD: Opening of the FMS 2026 Flash Memory Summit (August 4-6), attended by storage giants such as Samsung and SK; ③ Before European stock market open: BP PLC-Spons will release its earnings report; ④ Before US stock market open: Caterpillar and others will release earnings reports; ⑤ Time TBD: The US White House plans to convene giants such as OpenAI, Anthropic, Google, and Meta to discuss the AI model safety testing framework; ⑥ 20:30: US June Trade Balance and Canada June Trade Balance; ⑦ 22:00: US June JOLTS Job Openings, June Factory Orders, and final reading of June Durable Goods Orders; ⑧ After US stock market close: SpaceX releases its first earnings report since its US IPO, and AMD and others will also release earnings reports;