Hua Er Jie Jian Wen·2025-05-11 04:45Group 1: Economic Data and Events - The week of May 12 to May 18 will focus on key economic data releases, including the US April CPI, PPI, and retail sales figures, as well as the first quarter earnings reports from major tech companies like Tencent, Alibaba, and JD.com [6] - The US April CPI data is expected to show a rise, with the core CPI projected to increase by 0.3% [8] - The Eurozone's first quarter GDP is anticipated to be released, with initial estimates showing a quarter-on-quarter growth of 0.4% and a year-on-year growth of 1.2% [27] Group 2: Company Earnings Reports - JD.com reported Q1 2025 revenue of 347 billion yuan, a year-on-year increase of 13.4%, with a net profit of 9.9 billion yuan [10] - Tencent's Q1 2025 revenue is expected to be between 172.6 billion to 177.8 billion yuan, with a projected net profit growth of 21.4% to 35.4% [13] - Alibaba's Q4 2025 revenue growth is noted to be the fastest in over a year, with significant increases in core business and cloud revenue [15] Group 3: Consumer Sentiment and Market Reactions - Consumer confidence in the US has significantly declined due to concerns over inflation and the impact of tariffs, despite a strong retail sales increase of 1.4% in March [9] - A survey indicated that 73% of Americans expect prices of everyday goods to rise in the next six months due to new tariffs [8] - Walmart's Q1 2026 revenue is projected to be $164.5 billion, a 2.85% increase year-on-year, despite broader economic concerns [25]