贝塔投资智库·2025-06-22 11:32Macro and Policy Level - Federal Reserve Chairman Jerome Powell will present the semi-annual monetary policy report to the U.S. House Financial Services Committee on June 24 and to the Senate Banking Committee on June 25, where he is expected to reiterate the Fed's cautious policy stance, with potential interest rate cuts contingent on the economic impact of White House trade policies [1][2] - The U.S. first quarter GDP annualized quarter-on-quarter final value showed a contraction of 0.2%, slightly better than the previous estimate of a 0.3% decline, indicating economic shrinkage at the beginning of the year [1] - The U.S. PCE price index for May is expected to show a year-on-year increase of 2.3%, up 0.2 percentage points from the previous month, while the core PCE price index is expected to rise by 2.6%, indicating a moderate increase in inflation [2] Industry Level - The World Economic Forum's 16th Annual Meeting of the New Champions, also known as the "Summer Davos Forum," will be held in Tianjin from June 24 to 26, focusing on themes such as "Interpreting the Global Economy," "China Outlook," "Industries in Transformation," "Investing in Humanity and the Planet," and "New Energy and Materials" [4] - NATO leaders will meet in The Hague from June 24 to 25, with a core agenda to formally approve new minimum military spending targets, progressing towards President Trump's request for 5% of GDP to be allocated for military expenditures [4] Company Level - Nvidia is expanding its influence in the global AI infrastructure sector, announcing plans to build an industrial AI cloud platform in Germany and designating Micron Technology as the first supplier for its new memory solution SOCAMM [5] - Xiaomi is set to launch its first SUV model, the YU7, at the end of June, alongside other significant products, including the Xiaomi Pad 7S Pro, which is expected to generate considerable market interest [5]