A股AI應用端再度走強，吉宏股份漲停，此前傳智教育6連板，天娛數科、恆銀科技2連板，福昕軟件、易點天下、蜂助手、利歐股份、藍色光標等跟漲。

Mon — China July RatingDog manufacturing PMI; final July manufacturing PMIs for France, Germany, eurozone, UK and US (S&P Global); US July ISM manufacturing and June construction spending. Tue — US June trade deficit, June JOLTS job openings, June factory orders; Flash Memory Summit (Aug 4-6) with Samsung, SK and other memory suppliers; AMD and SpaceX report Q2 results Tuesday US after-market. Wed — Weekly API and EIA crude inventories (week to Jul 31) including Cushing and SPR draws; China July RatingDog services PMI; final July services PMIs for France, Germany, eurozone, UK; eurozone June PPI; US July ADP, final S&P Global services PMI and July ISM non-manufacturing. Saudi Aramco typically announces August OSP around the 5th. Thu — Swiss July seasonally adjusted unemployment; eurozone June retail sales; US July Challenger layoffs, initial jobless claims (week to Aug 1), July global supply‑chain pressure index, June wholesale sales; EIA weekly US gas stocks. SoftBank Group reports FY2026 Q1 results. Fri — France Q2 ILO unemployment; Germany June industrial output and trade balance; UK July Halifax house prices; France June trade balance; Swiss July consumer confidence; Canada July employment; US July unemployment rate, July headline and ADJ nonfarm payrolls, average hourly earnings YoY and MoM, NY Fed 1‑yr inflation expectation. China releases July trade balance (USD basis) and July foreign exchange reserves. Speeches: St. Louis Fed president (2028 FOMC voter) and Richmond Fed president (2027 FOMC voter). Sat — US Baker Hughes rig count (week to Aug 7). Sun — China July CPI YoY.

A股種植業與林業板塊走高，新賽股份漲停，海南橡膠、新農開發、神農種業、敦煌種業、平潭發展跟漲。 ​​​