Hua Er Jie Jian Wen·2025-05-25 05:03Economic Events and Data Releases - Key focus on the potential 50% tariffs imposed by the US on the EU starting June 1, which could jeopardize ongoing trade negotiations [6] - The US will release the April PCE price index, which is expected to show a slight increase [9][10] - China will announce May PMI and April industrial profits, with April manufacturing PMI previously reported at 49 [7][8] Company Earnings Reports - Nvidia is set to report Q1 earnings for fiscal year 2026, with expected revenue of $43.274 billion, a 66% year-over-year increase [18] - Meituan is projected to report Q1 revenue of 86.519 billion yuan, an 18.07% increase year-over-year [21] - Pinduoduo is expected to report Q1 revenue of 103.368 billion yuan, a 19.07% increase, but with a slight decline in profit [23] - Xiaomi is anticipated to report Q1 revenue of 106.92 billion yuan, a 41.6% increase year-over-year [25][26] Market and Economic Analysis - The OPEC+ meeting on May 28 is expected to discuss production policies, with plans for significant production increases [17] - The US GDP for Q1 is under scrutiny, with previous reports indicating a contraction of 0.3% [28] - Economic uncertainty is highlighted by the Fed's decision to maintain interest rates, reflecting concerns over inflation and unemployment [12] Trade and Tariff Implications - The potential tariffs on the EU are seen as a strategy by the Trump administration to exert pressure in trade negotiations [6] - The impact of tariffs on inflation is debated, with expectations that they may lead to increased prices in the coming months [10] Technological Developments - Nvidia's advancements in AI and GPU technology are crucial for its market position, with a focus on data center revenue growth [19] - Huawei is launching the Zun Jie S800, featuring advanced intelligent technologies [35]