进入8月后，科技圈“催化剂”密集，AI模型、芯片大会、巨头财报与硬件新品将接力登场，可能影响科技板块行情，敬请留意。

China's Civil Aviation Administration, National Development and Reform Commission and Ministry of Transport jointly released the 15th Five-Year Plan for civil aviation. The plan mandates construction of a coordinated infrastructure system with moderately forward capacity planning while avoiding excessive overbuilding, and prioritizes smart, green and integrated infrastructure. It directs simultaneous upgrading of existing assets and optimization of new capacity, accelerating infrastructure renewal and digital-intelligent transformation to enhance safety and operational sustainability and achieve first-class facilities. The plan also calls for a domestically controllable innovation support system, demand-led problem solving, safe development of low-altitude civil aviation, faster civil aviation digitalization and technological self-reliance, and integrated development of education, science and talent to cultivate new productive capacity in the sector.

美联储穆萨莱姆：希望每月的通胀月率低于0.2%。