According to BlockBeats, on July 30th, Citrini analyst Jukan, citing a report from Meritz Securities in South Korea, stated that Samsung Electronics is expected to announce a shareholder return plan in the coming weeks that is comparable in scale to the aggressive proposal of 2017—the first time in nearly a decade that an "early implementation plan" has been restarted. Specific measures include increasing dividends, no longer deducting acquisition expenses from free cash flow calculations, and returning 50% of free cash flow to shareholders.

A Meritz report indicates that Samsung's management acknowledges the recent share price decline has undervalued the stock, thus measures directly enhancing shareholder value, such as share buybacks and write-offs, are expected to be implemented first. Samsung Electronics previously faced pressure in July due to structural factors such as the overall pullback in the memory chip sector and forced liquidation of leveraged ETFs, and its current share price is still significantly discounted from its June high. If this return plan is realized, it will signify a shift in Samsung's capital allocation strategy from conservative expansion to a structural tilt towards shareholder returns.

According to BlockBeats, on July 30th, JPMorgan Chase's Global Market Intelligence team released a new report stating that its US Tactical Position Monitor has issued a "flash buy signal" for the S&P 500. The monitor tracks clients' US equity exposure, and JPMorgan Chase judged that current positions are "oversold enough to constitute a tactical buying opportunity." Historical data also supports this judgment—after similar four-week position adjustments, the S&P 500 has risen by an average of about 3% in the following 20 trading days, while in all other periods, the average increase has been only about 1%.