律动BlockBeats
律动BlockBeats|Jul 26, 2026 09:35
Next week's macro outlook: Changxin's listing reignites AI trading? Central Bank Super Week+Technology Giant Financial Reports Expected, US Iran Situation Uncertain According to BlockBeats, next week, July 26th, is bound to be full of opportunities and challenges for investors, and the market will usher in intensive turning points. The most unpredictable one is undoubtedly the situation between the United States and Iran. On the one hand, the market expects Trump to have a strong motive for TACO (which has already halted the attack on Iran on Friday). On the other hand, Israel's "adding fuel to the fire" and Iran's willingness to negotiate and make concessions will both affect the duration of peace. At present, as AI trading cools down and macro liquidity expectations shift, geopolitical conflicts are undoubtedly the best reason for market selling. Therefore, the direction of the US Iran situation next week deserves the greatest attention from investors. In addition, Chinese memory chip leader Changxin Technology, which has attracted market attention, will be listed on the China Science and Technology Innovation Board on Monday. The trend of the stock after listing may deeply affect the market sentiment of AI trading. In summary, the key macro events for next week are as follows: On Monday, Changxin Technology will be listed on the China Science and Technology Innovation Board; Tuesday 20:15, weekly change in ADP employment figures in the United States until the week of July 11th; At 02:00 on Thursday, the Federal Reserve FOMC announced its interest rate decision; On Thursday at 02:30, Federal Reserve Chairman Walsh held a monetary policy press conference; At 19:00 on Thursday, the Bank of England announced its interest rate decision, meeting minutes, and monetary policy report; At 19:30 on Thursday, Bank of England Governor Bailey held a monetary policy press conference; At 20:30 on Thursday, the number of initial jobless claims in the United States, the annual/monthly rate of the core PCE price index in June, and the monthly rate of personal expenses in June; On Friday, the Bank of Japan released its interest rate decision and economic outlook report; At 2:30 pm on Friday, Bank of Japan Governor Kazuo Ueda held a press conference on monetary policy; Friday 21:45, Chicago PMI for July in the United States; At 22:00 on Friday, the final value of the University of Michigan Consumer Confidence Index for July and the expected final value of the one-year inflation rate for July in the United States. Finally, next week's technology stock financial reports will be intensively released. Apple Meta Platforms、 Amazon, Microsoft, Qualcomm, SK Hynix and other tech giants will announce their financial reports next Wednesday and Thursday.
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