--- title: "Key Events Next Week: US Non-Farm Payrolls and China CPI, SpaceX's First Earnings Report + Share Unlock, AMD and SanDisk Earnings" type: "News" locale: "en" url: "https://longbridge.com/en/news/294593373.md" description: "Two days after SpaceX releases its first quarterly report, $116 billion in restricted shares will be unlocked. The official version of DeepSeek-V4-Pro is set to be released \"as soon as possible.\" On the macro front, US non-farm payrolls will price in expectations for a September rate cut, while China's July CPI/PPI data will test price trends. Additionally, AI conferences such as Ai4 and the FMS Flash Memory Summit are converging, and Samsung may release its HBM4E roadmap. In terms of earnings, AMD, SanDisk, and Western Digital are reporting densely; UNITREE has started IPO inquiry pricing, and BYD's humanoid robot makes its physical debut" datetime: "2026-08-02T02:46:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294593373.md) - [en](https://longbridge.com/en/news/294593373.md) - [zh-HK](https://longbridge.com/zh-HK/news/294593373.md) --- # Key Events Next Week: US Non-Farm Payrolls and China CPI, SpaceX's First Earnings Report + Share Unlock, AMD and SanDisk Earnings **Overview of Key Financial Events for the Week of August 2 - August 10 (All times in Beijing Time):** Jianwen Financial Calendar reminds investors to focus on the following next week: **The macro narrative centers on the US July Non-Farm Payrolls report on August 7.** This is the first complete employment data release since the July FOMC meeting held rates steady. Its strength or weakness will determine the market's pricing of the interest rate path for September. For China, the CPI/PPI data on August 9 will test price trends following the Politburo meeting. July import/export data and foreign exchange reserves will also be released on Friday. **The core focus of technology and capital markets lies with SpaceX:** It will release its first quarterly report after the market close on August 4 (Beijing Time August 5). The market is closely watching Starlink revenue and Starship commercialization progress. Meanwhile, the lifting of restricted shares worth up to $116 billion on August 6 constitutes a liquidity stress test for Nasdaq. At the same time, **three major AI conferences—Ai4 2026, the FMS Flash Memory Summit, and the Sullivan GIL Summit—will be held concurrently from August 4-6. AI godfathers Geoffrey Hinton, Fei-Fei Li, and Andrew Ng will share the stage for the first time, and Samsung is expected to announce its HBM4E roadmap.** **Regarding earnings and events,** Berkshire Hathaway, **AMD, SanDisk, and Western Digital** will report densely. In the A-share market, WuXi AppTec, BeiGene, and Cambricon lead the interim reporting season. Additionally, BYD's humanoid robot will debut in early August, and **UNITREE will start preliminary IPO inquiry pricing on August 5**, creating a flurry of market hotspots. **In terms of AI models,** DeepSeek stated that the official version of DeepSeek-V4-Pro will be released "as soon as possible," and Grok 4.6 is also ready to launch at any time. ## **Macro Data: Focus on US Non-Farm Payrolls and China Price Trends** The most important macro focus is the US July Non-Farm Payrolls report on Friday, August 7. This is the first complete employment data release since the July FOMC held rates steady, and it will determine the direction of market pricing for September interest rate expectations. ADP employment data (August 5) and initial jobless claims (August 6) provide leading signals before the non-farm report, while ISM Manufacturing (August 3) and Non-Manufacturing PMI (August 5) outline the full picture of July economic sentiment. For China, **Sunday, August 9's July CPI/PPI** data will test price trends following the Politburo meeting. June CPI rose 1.0% year-on-year, and PPI rose 4.1% year-on-year. July import/export data (August 7) and foreign exchange reserves (August 7) will be released simultaneously. ## Capital Markets and Earnings: SpaceX Debut + Share Unlock, Dense Reports from AMD, SanDisk, and Western Digital **SpaceX's first quarterly report** (after market close on August 4, 5:00 AM Beijing Time on August 5) is the biggest highlight of the week. Since listing on Nasdaq in May with a valuation exceeding $1.5 trillion, market expectations for Starlink revenue and Starship commercialization have continued to rise. Two days later (August 6), **$116 billion in restricted shares will be unlocked**—creating the largest single-stock unlocking peak in US stock history—posing a liquidity stress test for both SpaceX and Nasdaq. Other key highlights: **Berkshire Hathaway** (August 3, **Estimated · Not officially announced**)—Warren Buffett's investment moves after US stock market volatility; **AMD** (after market close on August 5)—Can the second-tier AI chip player break through under Nvidia's shadow with the mass production progress of the MI400 series?; **SanDisk** (after market close on August 6)—A benchmark for storage elasticity, with an EPS expectation of 65.92 yuan; **Western Digital** (after market close on August 6)—Its conference call is a key window for observing storage supply and demand. **For A-share and HK-share interim reports, WuXi AppTec, BeiGene, and Cambricon take the lead.** Key focuses: **WuXi AppTec** (A-shares 8/4, HK-shares 8/3) and **BeiGene** (HK-shares 8/5), two pharmaceutical giants, report on the same day; AI chip star **Cambricon** (A-shares 8/8) tests the realization capability of domestic substitution; **China Rare Earth** (A-shares 8/8) and **Leon Microelectronics** (A-shares 8/8) conclude the season on the same day. Hang Seng Index constituents such as HSBC Holdings, Techtronic Industries, Swire AB, and CLP Holdings also report simultaneously. (Data source: Wind) ## Other Financial Events - **BYD Humanoid Robot Debuts in Early August** On July 28, BYD confirmed to a China Securities Journal reporter that the company plans to release its humanoid robot at "Di Space" in August. Industry consensus expects this debut to be the first public unveiling of a functional physical prototype, rather than a conceptual technology release. On July 25, BYD's "Di Space" WeChat official account posted a poster of a humanoid robot, stating, "In early August, a new friend wants to meet you." - **UNITREE: IPO Preliminary Inquiry Date is August 5** On July 30, UNITREE announced that its application for an initial public offering and listing on the STAR Market had been approved by the Shanghai Stock Exchange Listing Review Committee and registered by the China Securities Regulatory Commission. The preliminary inquiry date is August 5, 2026, with offline and online subscription dates on August 10, and the payment date on August 12. ## AI Large Model Tracking (August Release Window) - **DeepSeek-V4-Flash Official Version Publicly Tested, To Be Released Soon** On July 31, DeepSeek released update logs, launching the public beta of the DeepSeek-V4-Flash official API. The model structure and size of DeepSeek-V4-Flash-0731 remain consistent with DeepSeek-V4-Flash-preview, with only post-training re-executed. The official version of DeepSeek-V4-Pro will be released as soon as possible. - **Elon Musk's AI Grok 4.6 Imminent (Time TBD)** In late July, Musk stated on the X platform that Grok 4.6 would be released in the coming week. ## **AI Industry and Summits: Ai4 + FMS + GIL Triple Conference, "AI Godfathers" Hinton, Li, and Ng Share Stage** - **Ai4 2026 (August 4-6, The Venetian Las Vegas)** The largest AI industry summit in North America, covering the entire AI industrial chain. On August 5, AI godfathers Geoffrey Hinton, Fei-Fei Li, and Andrew Ng will share the stage for the first time. Giants across the entire industrial chain, including Nvidia, Google, Microsoft, Meta, and Samsung, will be in attendance. - **FMS 2026 Flash Memory Summit (August 4-6, Santa Clara Convention Center)** The flagship summit of the global storage industry for twenty years. **Samsung EVP Jin-Yeob Lee will deliver a keynote speech on August 4,** expected to announce the roadmap for next-generation HBM4E and V-NAND technologies. SK Hynix, Kioxia, Micron, and Western Digital will attend in full force. - **Sullivan GIL Summit (August 4-5, Shanghai)** Agenda covers the full AI industrial chain and semiconductor computing power, releasing the white paper "Application of AI in Industry Research and Investment Management." - **Huawei All-Scenario New Product Launch, CCF Quantum Computing Conference** Additionally: **Huawei All-Scenario New Product Launch** (August 5) will unveil the Maextro flagship MPV and new HarmonyOS products; **CCF Quantum Computing Conference** (August 3-5) focuses on the frontier intersection of quantum computing and AI. - **GEM Lithium Industry Conference & Lithium Battery New Energy Development Conference (3rd-5th)** GEM Lithium Industry Conference & Lithium Battery New Energy Development Conference (3rd-5th) - **CIES 2026 16th China International Energy Storage Conference (August 9-11)** The CIES 2026 16th China International Energy Storage Conference will be held from August 9 to 11, 2026, at the InterContinental Hangzhou Hotel in Zhejiang. 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