Key events to watch next week: Google, Tesla, Intel, and others will release their earnings reports; the Political Bureau meeting of the CPC Central Committee is typically held in late July.
GL News, July 19 | Google, Tesla, Intel, IBM, Texas Instruments, and CATL will release earnings reports next week; AMD hosts its AI conference with CEO Lisa Su delivering a keynote speech; continue monitoring U.S.-Iran tensions; notable domestic events in China in July include a key policy meeting, the official launch of DeepSeek V4, and the FIFA World Cup final. July 20 (Monday): 03:00 FIFA World Cup Final 09:00 China’s July 1-year and 5-year Loan Prime Rates (LPR) WAIC World Artificial Intelligence Conference – Closing Day Keir Starmer secures position as UK Prime Minister and is expected to assume office on July 20. July 21 (Tuesday): 08:00
Fu Pengbo's latest holdings have been disclosed: he reduced his position in a leading AI stock and established a new position in Focuslight Technologies.
As public mutual funds continue to release their second-quarter 2026 reports, the latest portfolio adjustments by prominent fund managers are gradually coming to light. Fu Pengbo, a well-known investment manager, initiated a position in Focuslight Technologies during the second quarter through the Ruiyuan Growth Value Fund, significantly reduced holdings in AI-related high-performing stocks such as Zhongji Xuchuang and Dongshan Precision, and lowered the fund’s Hong Kong equity allocation to its lowest level since inception. As of the end of Q2 2026, the net asset value of the Ruiyuan Growth Value Fund stood at RMB 22.201 billion, an increase of RMB 4.045 billion from RMB 18.156 billion as of the end of Q1 2026. In terms of performance, as of the end of Q2 2026, the Class A and Class C shares of the Ruiyuan Growth Value Mixed Fund recorded net asset value growth rates for the second quarter of
Key events next week: ECB interest rate decision; earnings reports from Google, Tesla, IBM, Intel, and CATL
On the earnings front, Google, Tesla, Intel, IBM, Texas Instruments, and CATL will release their financial results, while AMD will host its AI conference, featuring a keynote speech by CEO Lisa Su. On monetary policy, the European Central Bank's interest rate decision is due, with markets expecting no change. Geopolitically, developments in U.S.-Iran relations remain in focus, and Bernard Burnham is expected to formally assume office as UK Prime Minister. Additionally, China’s key domestic meetings in July, the potential IPO of ChangXin Technology, the official release of DeepSeek V4, and the FIFA World Cup final are also noteworthy events.
ZHITONG Hong Kong Short Position Holding Statistics | July 18
GTJA Hong Kong Short Position Holdings | July 18
China's Battery Tax Shift Is a Strong Push for Automakers to Make Their Own Cells, CPCA's Cui Says
Bernstein Keeps Their Buy Rating on Contemporary Amperex Technology Co., Limited Class H (3750)