【今日重点关注的财经数据与事件：2026年8月14日 周五】 ① 待定 国内成品油开启新一轮调价窗口 ② 14:45 法国7月CPI月率终值 ③ 17:00 欧元区第二季度GDP年率修正值 ④ 17:00 欧元区第二季度季调后就业人数季率终值 ⑤ 17:00 欧元区6月季调后贸易帐 ⑥ 20:30 加拿大6月批发销售月率 ⑦ 20:30 美国7月零售销售月率 ⑧ 22:00 美国8月一年期通胀率预期初值 ⑨ 22:00 美国6月商业库存月率 ⑩ 22:00 美国8月密歇根大学消费者信心指数初值 ⑪ 次日01:00 美国至8月14日当周石油钻井总数

港股AI应用板块午后跌幅扩大，MINIMAX-W(00100.HK)跌超10%，智谱(02513.HK)跌近6%，速腾聚创(02498.HK)、佑驾创新(02431.HK)等跟跌。

CITIC Securities says the PBOC's Q2 2026 monetary report sets domestic tone as "stable operation, shifting to new and better quality" and flags geopolitical risks and AI on the external front. The report calls for "comprehensive use and timely adjustment of monetary policy tools," indicating a slightly more active policy bias. It urges guiding short-term funding rates to trade around the policy rate and promotes diversification of loan pricing benchmarks to lower financing costs. CITIC concludes the PBOC may continue to increase financial support for the real economy in the next phase.