Economic Indicators - China's October industrial output and retail sales data will be released on November 14, with expectations of a 6.5% year-on-year increase in industrial output and a 3% increase in retail sales [4][5] - Real estate development investment in China for January to October is expected to decline by 13.9% [2][4] - The overall economic activity in China is expected to stabilize in the short term due to government policies aimed at growth [5][6][7] U.S. Economic Data - The U.S. October CPI is anticipated to show a month-on-month increase of 0.2% and a year-on-year growth slowing to 2.9% [9][10] - The ongoing U.S. government shutdown is creating uncertainty around the release of key economic data, which may impact the Federal Reserve's decision on interest rates [10][11][12] Corporate Earnings - Major companies such as Tencent, Alibaba, Meituan, JD.com, and Bilibili are set to release their earnings reports next week, with Tencent expected to see a 14% year-on-year revenue increase [22][23] - AMD's Analyst Day on November 11 is viewed as a potential catalyst for stock price movement, with expectations of significant announcements regarding future growth [13] Debt Issuance - The U.S. Treasury will auction $125 billion in government bonds next week, which may strain market liquidity due to the ongoing government shutdown [14][15] - Specific bond sales include $58 billion in 3-year notes on Monday, $42 billion in 10-year notes on Wednesday, and $25 billion in 30-year notes on Thursday [15] Events and Conferences - The 8th China International Import Expo concluded on November 10, and the G7 Foreign Ministers' meeting will take place on November 11-12 [3][17] - Huawei will host an operating system conference on November 14-15, focusing on advancements in AI technology [18]
一周重磅日程:腾讯阿里美团京东财报,中国10月经济数据
华尔街见闻·2025-11-09 12:25