Tesla(US:TSLA) Hua Er Jie Jian Wen·2025-11-02 23:57Economic Data - China's October RatingDog Manufacturing PMI is expected to be 51.2, indicating a stable manufacturing sector [3] - The US October ISM Manufacturing Index is projected to rise slightly to 49.2 from 49.1, reflecting improvements in new orders and employment [3] - China's October import growth is forecasted at 1.2% year-on-year, while export growth is expected to rebound to 4.9% [10][11] Key Events - The International Financial Leaders Investment Summit will take place in Hong Kong from November 3 to 5, gathering around 300 financial leaders [19] - The annual Tesla shareholder meeting is scheduled for November 6, where key proposals including CEO Elon Musk's compensation plan will be voted on [16] - The US Senate is set to vote on a funding bill to end the government shutdown, with the next vote expected on November 3 [19] Company Earnings - The Q3 earnings season continues with major companies like AMD, Qualcomm, and McDonald's reporting results, with AMD's growth driven by strong performance in data center and client businesses [24] - The performance of semiconductor and consumer sectors will be critical in assessing the resilience of domestic demand and AI investment themes [24] Monetary Policy - The Bank of England is expected to maintain its policy rate at 4% amid persistent inflation and economic slowdown [14] - The Federal Reserve officials are scheduled to speak this week following a recent interest rate cut, providing insights into future monetary policy directions [20]