下周宏观展望：SpaceX首份财报叠加大规模解禁，AMD、闪迪、西数集体放榜，美国7月非农数据发布

下周宏观展望：SpaceX首份财报叠加大规模解禁，AMD、闪迪、西数集体放榜，美国7月非农数据发布

2026-08-02 17:23

ChainThink 消息，8 月 2 日，未来一周美国宏观数据与公司财报将密集发布，市场关注周五公布的美国 7 月非农就业报告。

这是美联储 7 月维持利率不变后的首份完整就业数据，将影响市场对 9 月利率路径的定价。

公司财报方面，SpaceX（SPCX）将发布上市后首份财报，并在财报两天后迎来首批限售股解禁，最多约 9.115 亿股，潜在价值近千亿美元。

AMD、闪迪、西部数据、Circle、Palantir、安森美半导体等也将陆续披露业绩。

下周重点日程包括：周二美国 6 月 JOLTs 职位空缺、工厂订单、贸易帐及 SpaceX、AMD 财报；

周三美国 7 月 ADP 就业人数、ISM 非制造业 PMI 及闪迪、西部数据、Circle 财报；周四美国初请失业金人数、挑战者企业裁员人数及 SpaceX 限售股解禁；

周五美国 7 月非农就业人口、失业率公布，美联储官员穆萨莱姆、巴尔金将发表讲话。

此外，北美 AI 产业峰会 Ai4 2026 将于 8 月 4 日至 6 日举行，MS 2026 闪存峰会也将同期举行，三星、SK 海力士等存储厂商将公布 HBM4E 与 V-NAND 技术路线图。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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