下周（12月1日-7日）市场大事预告

Group 1 - China's manufacturing PMI for November will be released on December 1, with the previous index at 50.6 indicating continued expansion but slowing growth, raising questions about the sustainability of the recovery [1] - The official reserve asset data for China will be published on December 7, with October's gold reserves reported at 74.09 million ounces, marking a month-on-month increase of 30,000 ounces and a 12-month consecutive increase in gold holdings [1] - The US Federal Reserve has entered a quiet period ahead of its meeting on December 9-10, shifting market focus to the delayed release of the September PCE report on December 5, with expectations of a slight decrease in core PCE month-on-month to 0.22% and a year-on-year growth rate steady at 2.9% [1] Group 2 - The US will release the ISM manufacturing index for November on December 1, with expectations of a slight increase from 48.7 to 49.0, still in contraction territory, but supported by improved employment and inventory factors [2] - The Bank of Japan's Governor will speak on December 1, with market attention on his assessment of the preliminary momentum of the "Shunto" wage negotiations and core inflation returning to 2%, which could signal a strong indication for a rate hike in December [2] - A total of 35 companies in the A-share market will have their restricted shares unlocked next week, totaling 3.591 billion shares, with an estimated market value exceeding 58 billion yuan based on the latest closing prices [2] Group 3 - The 2025 AI + Industry Ecosystem Conference will be held in Beijing from December 1 to 3, with the theme "Intelligent Empowerment and Ecological Resonance" [3] - The launch event for the Livis AI glasses by Li Auto is scheduled for December 3 at 19:30 [4] - XREAL and Google are set to release the AR glasses Project Aura in December, with the exact date yet to be determined [5] Group 4 - Samsung's first tri-fold smartphone, the Galaxy Z TriFold, is expected to be officially launched on December 5 [6] - A busy earnings report period for the AI industry is anticipated, with Credo disclosing its results on December 2, Marvell on December 3, and C3.ai and Salesforce on December 4 [6] - Other companies such as ZTE, Montreal Bank, Scotiabank, Canadian National Bank, Crowdstrike, and Huiyu Technology are also scheduled to release their earnings reports next week [6]