下周前瞻| 欧美关税战；PCE 数据来袭；英伟达、开市客、小米、美团、拼多多等放榜

Macroeconomic and Policy Aspects - European Central Bank (ECB) President Lagarde indicated that the ECB will announce its latest interest rate decision on June 5, following seven rate cuts in the past year, with expectations for continued easing to boost economic growth [1] - U.S. Federal Reserve Chairman Powell maintained a stance of not rushing to cut rates during a commencement speech at Princeton University [2] - Bank of Japan Governor Ueda noted increased uncertainty from trade policies and indicated that future rate hikes will depend significantly on the impact of tariffs on the economy [1][2] Economic Data Releases - U.S. April durable goods orders are expected to drop sharply from 9.2% to -8.2%, while core capital goods orders are projected to rise slightly from 0.1% to 0.2% [2] - U.S. April PCE price index is anticipated to slow down by 0.1 percentage points to 2.2% year-on-year, with a month-on-month increase of 0.1% [3] Industry Events - OPEC+ announced plans to gradually increase production to 2.2 million barrels per day by 2026, with a significant increase of 411,000 barrels per day planned for July [4] - Huawei held a launch event for its new product, the Respect S800 [5] Company-Specific Events - Meituan is expected to report Q1 2026 revenue of 86.519 billion yuan, a year-on-year increase of 18.07%, with a focus on its delivery and local services [6] - Pinduoduo is projected to achieve Q1 2025 revenue of 103.368 billion yuan, a year-on-year increase of 19.07%, while expected earnings per share will decline by 9.77% [6] - Xiaomi is forecasted to report Q1 revenue of 106.92 billion yuan, a year-on-year growth of 41.6%, driven by recovery in the smartphone market and government subsidies [7]