Hua Er Jie Jian Wen·2025-11-23 07:01Group 1: Key Economic Events - The week of November 24-30 will feature significant financial events, including earnings reports from Alibaba, Meituan, Li Auto, NIO, and Pony.ai, as well as the Huawei product launch for the Mate 80 series [6][7] - The U.S. Department of Labor will release the September PPI on November 25, while the U.S. Commerce Department will publish the third-quarter GDP revision and October personal income and spending data on November 26 [9][10] - China's official manufacturing PMI and October profits of industrial enterprises will be released next week, with the manufacturing sector showing signs of a slowdown [10] Group 2: Corporate Earnings - Alibaba's earnings report is scheduled for November 25 before the U.S. market opens, followed by Meituan on November 29, and earnings from Li Auto and NIO also expected [7][8] - Newly listed companies such as Pony.ai and WeRide will also report earnings, alongside established firms like Dell, HP, and Bosideng [7] Group 3: Political and Regulatory Developments - Trump plans to sign an AI policy called the "Genesis Mission" at the White House, which may involve increased collaboration between national laboratories and private sectors in AI technology [12] - Trump has set a deadline of November 27 for Ukraine to accept the U.S. "28-point plan," which includes commitments from Ukraine regarding NATO and peace negotiations with Russia [11][12] Group 4: Market Insights - Michael Burry has indicated that major tech companies are underestimating depreciation, which could inflate profits by $176 billion from 2026 to 2028, with specific companies like Oracle and Meta facing significant profit overstatements [12][13]