一周宏观展望：美联储加息博弈转向通胀，7月CPI领衔登场，半导体财报季进入尾声

一周宏观展望：美联储加息博弈转向通胀，7月CPI领衔登场，半导体财报季进入尾声

2026-08-08 19:47

ChainThink 消息，8 月 8 日，下周市场焦点将转向美国 7 月通胀数据，CPI 与核心 CPI 将于周三公布，周四还将公布 PPI，周五公布零售销售及密歇根大学消费者信心数据。

过去一周，霍尔木兹海峡复航预期推动油价回落，美国 7 月非农就业岗位意外减少且前两月数据下修，市场对美联储 9 月加息概率从约 55% 降至 44%。

美股三大指数录得 4 月中旬以来最大单周涨幅，现货黄金上涨并站上 4370 美元/盎司。

美股半导体财报季下周进入尾声，AI 科技主线仍关注应用材料（AMAT）、思科（CSCO）、CoreWeave（CRWV）等公司业绩。

美联储内部仍存在分歧，杰克逊霍尔会议前，市场将继续关注官员讲话及相关独立性风险。下周重点事件包括：周一日本央行公布 7 月货币政策会议审议委员意见摘要；周二美国 ADP 就业人数周度变动；

周三 CoreWeave 财报电话会、美国 7 月 CPI 及 EIA 原油库存；周四思科财报电话会、美国初请失业金人数、7 月 PPI 及联储官员讲话；

周五应用材料财报电话会、美国 7 月零售销售、密歇根大学消费者信心及通胀预期初值。

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

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