Group 1 - The core event of the week (July 28 - August 3) is the US-China trade talks, along with the implementation of Hong Kong's Stablecoin Regulation on August 1 [1][3] - Significant data releases include the Federal Reserve's interest rate decision, non-farm payrolls, GDP data, and China's July PMI figures [1][2] Group 2 - A total of 48 stocks will face lock-up expiration this week, with a combined unlock volume of 3.368 billion shares, amounting to a market value of 102.29 billion yuan [3][4] - The top three stocks by unlock market value are: Huada Jiutian (31.025 billion yuan), Shanghai Airport (14.216 billion yuan), and Tongguan Copper Foil (12.54 billion yuan) [3][4] Group 3 - The State Council of China is promoting free preschool education as a significant public welfare initiative, emphasizing the need for local governments to develop detailed plans and ensure funding [5] - The Chinese government has proposed the establishment of a World Artificial Intelligence Cooperation Organization, with a preliminary plan for its headquarters to be in Shanghai [6] Group 4 - In the first half of 2023, profits of large-scale industrial enterprises in China totaled 343.65 billion yuan, reflecting a year-on-year decline of 1.8% [6] - The China Securities Regulatory Commission is focused on stabilizing the market and promoting long-term capital inflows, with several key reforms underway [7] Group 5 - Two new stocks are set to be issued this week: Tianfulong (603406.SH) and Guangdong Jianke (301632.SZ) [8][9] - The market is experiencing structural rotation, with a focus on sectors such as non-bank financials, consumer goods, and technology [10][11][12][13][14][15][16][17][18][19]