环球下周看点：巴菲特或将上演“最后一课”中概股财报季揭幕

Group 1 - The US tech sector experienced its largest decline in nearly six months, prompting investors to seek clues about the US economic situation and any news regarding the government shutdown [1] - As of the report, the probability of the government shutdown remaining unresolved next week exceeds 60%, according to market predictions [1] - During the shutdown, official economic data will be unavailable, leaving the market reliant on questionable private data [4] Group 2 - Investors should closely monitor the upcoming US Treasury bond auctions, which include $58 billion in three-year notes on Monday, $42 billion in ten-year notes on Wednesday, and $25 billion in thirty-year notes on Thursday [4] - The stock market will remain open during the Veterans Day holiday on Tuesday, while the bond market will be closed [4] - The earnings reports from companies related to AI hype, such as CoreWeave, Cisco, Applied Materials, and Infineon, will be scrutinized as they precede Nvidia's earnings report [4] Group 3 - The upcoming week will also feature significant earnings reports from Chinese companies, including Tencent and JD.com, marking the start of the third-quarter earnings season for Chinese stocks [4] - A notable event for global investors is Warren Buffett's Thanksgiving letter to shareholders, which may be one of his last as CEO of Berkshire Hathaway [5][6] - The letter is expected to address topics such as philanthropy and other matters of interest to shareholders, potentially signaling a farewell message from Buffett [6]