Sou Hu Cai Jing·2025-08-24 13:12Group 1: MSCI Index Adjustments - MSCI announced significant adjustments to its flagship index system, effective after the market close on August 26, 2025 [1] - The MSCI China Index will include 14 new stocks, comprising 5 A-shares and 9 Hong Kong stocks [1] Group 2: Upcoming Earnings Reports - Major tech stocks such as Alibaba, Pinduoduo, and Meituan are set to release their latest earnings reports this week [2] - Nvidia will also report its Q2 fiscal 2026 earnings, with analysts focusing on its data center business growth and AI chip demand [2] Group 3: Economic Indicators - The U.S. PCE price index for July will be released on August 29, with expectations of a 0.3% month-over-month increase and a year-over-year rise to 2.9% [3] - Other economic data, including Q2 GDP revisions and July durable goods orders, will also be published next week [3] Group 4: New Stock Offerings and Lock-up Expirations - Two new stocks are scheduled for subscription this week, while 42 companies will have lock-up shares released, totaling 5.261 billion shares valued at approximately 92.473 billion yuan [4] Group 5: Policy Developments - The State Council discussed the implementation of large-scale equipment updates and consumer goods replacement policies, highlighting their effectiveness in stabilizing investment and expanding consumption [6] - The meeting emphasized the importance of developing the sports industry and increasing sports consumption as part of the strategy to expand domestic demand [6] Group 6: Securities Regulation - The China Securities Regulatory Commission released new regulations for the classification and evaluation of securities companies, focusing on high-quality development and investor protection [10] Group 7: Hong Kong Market Adjustments - The Hang Seng Index will adjust its constituent stocks, increasing from 85 to 88, with the total number of stocks in the Hang Seng Composite Index rising from 502 to 504, effective September 5, 2025 [11] Group 8: Computing Power Sector Growth - China's computing power platform is accelerating construction, with a total scale growth rate of around 30% in recent years, driven by the rapid development of artificial intelligence [13] - The demand for intelligent computing power is expected to grow over 40% by 2025 [13] Group 9: Internet Platform Pricing Regulations - The National Development and Reform Commission and other departments released a draft for public consultation regarding pricing behavior rules for internet platforms, focusing on self-pricing and price competition [14] Group 10: Rare Earth Regulations - A new interim measure for the total quantity control management of rare earth mining and smelting has been jointly released by several government departments [15]