Economic Data and Events - China will release key economic data for November, including retail sales, industrial output, and fixed asset investment, with expectations of a slight decline in retail sales growth to 2.7% from 2.9% [10][11] - The U.S. will publish its first non-farm payroll report post-government shutdown on December 16, with expectations of a rebound in November employment figures, adding 130,000 jobs [8][17] - Japan's central bank is expected to raise interest rates by 25 basis points to 0.75% amid high inflation and a weak yen, with market focus on future rate hike signals [7][8] Central Bank Decisions - The European Central Bank is anticipated to maintain its interest rates, with little expectation of rate cuts in 2026, despite potential downward adjustments to inflation forecasts [9] - The Bank of England is expected to lower rates by 25 basis points to 3.75%, possibly marking the end of the rate-cutting cycle among developed nations [9] Corporate Events and Earnings Reports - Micron Technology and Nike are set to release their earnings reports, with expectations of revenue growth and potential insights into the semiconductor and AI product markets [26] - The first MUSA developer conference by Moore Threads will take place on December 19-20, unveiling a new GPU architecture [12] - ByteDance's Volcano Engine FORCE conference is scheduled for December 18-19, with expectations of significant updates to its AI assistant [13] Market Developments - The Federal Reserve will continue its Reserve Management Plan (RMP), purchasing $40 billion in short-term Treasury bills monthly, indicating a strong commitment to market support [15] - The Hainan Free Trade Port will officially commence full island closure operations on December 18, impacting sectors like duty-free retail and logistics [14]
下周重磅日程：日本利率决议，中美关键数据，字节火山引擎和摩尔线程大会备受关注