一周重磅日程：中国公布7月通胀、进出口数据，美国限俄乌8月8日前达成协议

Economic Indicators - In July, China's CPI rose by 0.1% year-on-year, driven by the rebound in industrial consumer goods prices, while PPI fell by 3.6% year-on-year, with some industries showing signs of price stabilization [5][6][7] - China's July import and export data showed positive growth, with imports increasing by 1.1% and exports by 5.8% year-on-year, highlighting strong performance in sectors like lithium batteries and wind power generation [8] - The social financing scale in China for the first seven months reached 228.3 billion RMB, with new RMB loans amounting to 129.2 billion RMB, indicating effective monetary policy support for the real economy [9] Company Earnings Reports - AMD's Q2 earnings report is anticipated to exceed market consensus, with expected revenue of $7.5 billion, driven by strong growth in AI and CPU markets, and a target price increase from $175 to $200 by Bank of America [20][21][22] - Supermicro announced a $20 billion multi-year partnership with DataVolt to deliver high-density GPU platforms, marking a significant milestone in their strategic collaboration [23][24] - Semiconductor Manufacturing International Corporation (SMIC) is set to release its Q2 earnings report on August 7, 2025, which is highly anticipated by the market [29][30][32] Industry Events - The 2025 World Robot Conference will take place from August 8 to 12 in Beijing, focusing on advancements in robotics and featuring participation from international experts [19] - The U.S. has implemented "reciprocal tariffs" starting August 7, affecting various countries and potentially impacting global trade dynamics [14][15][16]