Financial News, August 4, 2026

【Answer 1】 0. Global stock market index information 1. Dutch semiconductor equipment maker ASML released its Q2 financial results, achieving revenue of €9.33 billion—exceeding market expectations—and raised its full-year guidance for the second time this year; AI chipmakers continue to ramp up purchases of lithography systems. 2. Analog chipmaker ON Semiconductor reported Q2 FY2026 results, with total revenue of $1.6 billion, up 9.2% year-on-year; revenue from AI data center-related business doubled year-on-year. 3. Amazon’s positive earnings continued to drive investor sentiment: on August 3, its closing market capitalization surpassed $3 trillion for the first time; AWS leadership stated that long-term AI compute orders from enterprises consistently exceed current production capacity. 4. AMD is scheduled to release its Q2 FY2026 financial results after U.S. market close on August 4, followed by a virtual earnings call disclosing progress on mass production and delivery of its next-generation AI chips. 5. Tesla continues adjusting its North American financing policies: it has permanently discontinued the 0% APR auto-financing program for the Model Y and raised the annualized loan interest rate for higher-tier Model 3 trims to improve profitability. 6. Kioxia reported Q1 operating profit of ¥1.27 trillion, missing market expectations; the company plans to expand the scope of its long-term supply agreements, targeting coverage of 50% of its memory production capacity by 2028. 7. ExxonMobil and Chevron released their Q2 operating data, reporting adjusted net profits of $14.7 billion and $12.0 billion respectively; high oil prices supported profitability, and both companies are increasing investments in oil & gas exploration. 8. Eurozone July CPI preliminary reading rose 2.9% year-on-year, while core CPI rose 2.5% year-on-year; rebounding energy prices pushed up inflation, prompting multiple financial institutions to raise expectations for an ECB rate hike in September. 9. BP has initiated the sale process for its UK North Sea oil & gas assets, planning to exit its North Sea oil production operations—ongoing for 60 years—to optimize its global oil & gas asset portfolio. 10. Moderna released interim clinical trial data for its norovirus vaccine, which failed to meet pre-specified success criteria; the company announced adjustments to its subsequent clinical development plan. 11. BlackRock published an industry research report arguing that current market sentiment toward the AI sector is overly pessimistic, and that long-term demand for AI compute infrastructure remains robust—reiterating its strong outlook for the global semiconductor supply chain. 12. xAI has partnered with major overseas cloud service providers; the Grok large language model is now officially available on third-party public cloud platforms, offering model inference services to enterprises globally. 13. AMD officially announced the mass-production timeline for its next-generation AI accelerator chips, with commercial shipments set to begin in Q4, primarily targeting liquid-cooled AI compute clusters in large-scale data centers. 14. The Bank of Canada released its Financial Stability Report, warning that commercial real estate debt risks in Canada continue to rise, and pledging ongoing monitoring of corporate credit default indicators. 15. Novo Nordisk raised its full-year sales guidance for weight-loss drugs and is expanding its manufacturing facility in France, aiming to increase global drug production capacity by 60% by 2027. 16. Blackstone Group previously announced an investment plan to allocate an additional $21 billion over the next three years to acquire North American energy storage assets, positioning itself in the new-energy supporting infrastructure sector.

Financial Reference, October 14, 2026 — Technology Enters a Phase of Deep Adjustment; Beware of a 'Waterfall Crash'

【Answer 2】 Overnight, external markets presented mixed signals: hawkish comments from Federal Reserve officials dampened risk appetite, and today the A-share market remained in a volatile downward trend. Capital will continue to engage in structural trading centered around Q3 earnings reports, making a one-sided sharp rally in indices unlikely. I. Key Overseas Developments 1. On the evening of October 13, Federal Reserve Bank of New York President John Williams signaled a hawkish stance, stating that another rate hike remains necessary this year. His remarks—indicating one more hike this year and likely no further hikes in 2027—pushed back market expectations for rate cuts once again. U.S. Treasury yields saw modest fluctuations, and the Nasdaq briefly surged before retreating. Markets now await upcoming inflation data: any sign of rebounding inflation would further intensify rate-hike expectations and weigh on global equity assets. 2. The U.S. Q3 earnings season has entered a dense disclosure period, with the banking sector bearing initial pressure. On the evening of October 13, several major U.S. banks released their Q3 results, showing divergent performance. The KBW Bank Index has retreated over 12% from its August highs, entering technical correction territory. Investors worry that persistently high interest rates are eroding bank net interest margins, prompting many funds to exit the financial sector. Attention is now shifting to upcoming earnings from AI tech giants; near-term U.S. equity volatility is expected to widen, with spillover effects on U.S.-listed Chinese stocks. II. Key Domestic Developments 1. The Shanghai Stock Exchange’s first Q3 report was officially released, fully opening the Q3 earnings disclosure window. On the evening of October 13, YG Advanced Materials published the SSE’s inaugural Q3 report, marking the official start of A-share Q3 earnings season. The next two weeks will be the peak disclosure period: companies beating or missing earnings expectations will see pronounced price divergence, and both earnings surprises and disappointments will gradually materialize—this will be the most critical theme driving the A-share market going forward. 2. The 19th International Oilseeds and Oils Conference is being held from October 13–14, heightening discussions on supply-demand dynamics across the oilseed and edible oil industry chain. With institutional participants debating topics such as global soybean and palm oil supply and domestic consumption recovery, agricultural commodity futures have shown volatility—impacting A-share sectors including agriculture, forestry, animal husbandry, fishery, and food processing. Investors may consider opportunities arising from cost-side shifts. III. Corporate Updates 1. StarNet宇Da (announced on the evening of October 13): The company has been suspended from all PLA procurement qualifications.

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