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下周前瞻| 中美政策数据齐聚一周大考:零售、LPR、鲍威尔讲话与AI板块动向全盘点
贝塔投资智库·2025-06-15 09:52

Macro and Policy Level - In May, China's total retail sales of consumer goods increased by 5.1% year-on-year, reaching 371.74 billion yuan, with retail sales excluding automobiles growing by 5.6% [1] - The industrial added value for large-scale industries in China grew by 6.1% year-on-year in April, with notable growth in the automotive manufacturing sector at 9.2% and new energy vehicle production increasing by 38.9% [2] - The second China-Central Asia Leaders' Summit is scheduled for June 17 in Kazakhstan, focusing on economic cooperation, connectivity, security collaboration, green energy, and cultural exchanges [3] - The U.S. retail sales data for May will be released on June 17, with April's retail sales showing a slight recovery in consumer spending despite high interest rates and inflation [4] - The U.S. Federal Reserve will announce the industrial production data for May on June 17, with expectations of slight growth amid concerns over high interest rates affecting business investment [5] Industry Level - Tesla's Robotaxi service is set to begin trial operations on June 22 in Austin, Texas, with a limited fleet of 10 to 20 vehicles using the new "unsupervised" Full Self-Driving technology [7] - Applied Digital (APLD) has signed a $7 billion data center leasing agreement with CoreWeave, which is expected to significantly enhance APLD's cash flow [9] - Boeing is facing scrutiny following a recent crash of a 787 aircraft, with a safety review hearing scheduled to assess structural fatigue issues [9] - Amazon is investing $20 billion to build two data centers in Pennsylvania, part of its global AI computing expansion, expected to create 1,250 high-skilled jobs [9] - Guosen Securities is acquiring 96.08% of Wanhua Securities for 5.192 billion yuan, which will enhance its cross-border asset management capabilities [10]