Domestic News:
1. As of August 14, the total box office revenue for 2026 (including pre-sales) exceeded 25 billion yuan.
2. Kweichow Moutai: Net profit for the first half of the year was 44.517 billion yuan, a year-on-year decrease of 1.95%.
3. The Shenzhen Stock Exchange will focus on monitoring "Blue Shield Optoelectronics," whose stock price has recently experienced severe abnormal fluctuations.
4. The National Development and Reform Commission: Starting at 24:00 on August 14, the retail price limits for gasoline and diesel in China will be lowered by 230 yuan and 220 yuan per ton, respectively.
5. The People's Bank of China: The cumulative increase in social financing in the first seven months was 22.25 trillion yuan, and RMB loans increased by 10.38 trillion yuan in the first seven months.
6. The Shanghai Stock Exchange: This week, it will focus on monitoring stocks with severe abnormal fluctuations, such as Aili Home Furnishings and Baihua Pharmaceutical, as well as funds with high premiums, such as Caitong Fuxin LOF.
International News:
1. The US consumer confidence index fell for the first time in three months.
2. A senior US senator demanded that Bessant explain the basis for intervening in the yen. 3. Anthropic's preliminary revenue for the second quarter of 2026 exceeded $11.5 billion.
4. Yonhap News Agency: SK Group Chairman Chey Tae-won appealed the ruling in his high-profile divorce case.
5. Market pricing indicates a decreased probability that the Federal Reserve will raise interest rates more than once before mid-2027.
6. SEC filings show that SoftBank Group reduced its stake in TSMC by 71.5%, down to 565,000 ADRs.
7. Middle East Situation—
① Houthi rebels attacked Saudi Aramco facilities in Najran province, southern Saudi Arabia.
② The Yemeni government claimed that Houthi rebels launched six ballistic missiles at the port of Mocha.
③ Trump: Will soon declare the Strait of Hormuz as US territory; will impose severe economic sanctions on Iran.
④ Iranian Deputy Foreign Minister: The opening or closing of the Strait of Hormuz can only be decided by Iran; it will not be intimidated by US threats or displays of force.
⑤ Iranian Foreign Minister: Has not yet decided whether to resume negotiations with the US. Qatar and Pakistan are exchanging information with Iran as coordinators, but this does not mean that the US and Iran have entered into negotiations.
