巴菲特,或在下周讲述“最后一课”
财联社·2025-11-09 01:22

Group 1 - The US tech sector experienced its largest decline in nearly six months, prompting investors to seek clues about the US economic situation and any news regarding the government shutdown [1] - The probability of the US government shutdown remaining unresolved next week is over 60%, according to market predictions [1] - During the shutdown, official economic data will be unavailable, leading the market to rely on questionable private data [3] Group 2 - Investors should closely monitor the upcoming US Treasury bond auctions, including $58 billion in three-year notes on Monday, $42 billion in ten-year notes on Wednesday, and $25 billion in thirty-year notes on Thursday [3] - The absence of economic data will lead to increased scrutiny of upcoming earnings reports, particularly for stocks related to AI hype, such as CoreWeave, Cisco, Applied Materials, and Infineon [3] - The third-quarter earnings season for Chinese concept stocks will kick off with reports from Tencent and JD.com [4] Group 3 - A significant event for global investors is the upcoming Thanksgiving letter to shareholders from Warren Buffett, which may be one of his last as CEO of Berkshire Hathaway [6] - The letter is expected to touch on topics related to charity and possibly include a farewell message [6][8] - Next week will also feature important economic events, including the Bank of Japan's monetary policy meeting summary and the Eurozone's economic sentiment index [9]