一周重磅日程：全球屏息！年末最关键一周来了

Core Viewpoint - The article highlights significant upcoming economic events and data releases, particularly focusing on the Federal Reserve's interest rate decision and the implications for global markets [6][9]. Economic Data and Events - On December 8, China will release November import and export data, with expectations of a 1% increase in imports and a 1.1% decrease in exports [3]. - The Federal Reserve is expected to announce a 25 basis point rate cut during its meeting on December 11, following recent trends in consumer spending and inflation [7][8]. - Key economic indicators such as China's CPI and PPI will be released on December 10, with CPI expected to rise to 1% from 0.2% [10][12]. Central Bank Meetings - The week of December 8-14 is termed a "super central bank week," with multiple central banks, including the Federal Reserve, Canada, Australia, and Switzerland, set to announce their monetary policy decisions [14][15]. - The Federal Reserve's decision will be closely monitored for its impact on global risk assets and future monetary policy directions [9]. Corporate Earnings Reports - Major companies like Oracle and Broadcom are scheduled to release their quarterly earnings, which are critical for assessing the AI infrastructure investment landscape [25][26]. - Broadcom is expected to report strong growth driven by demand for AI chips, while Oracle's performance will be scrutinized for its cloud infrastructure growth and capital expenditure management [25][26]. Upcoming Events - Microsoft CEO Satya Nadella will visit India from December 10 to 12, engaging with government officials and participating in AI-related discussions [17]. - OpenAI plans to release GPT-5.2 earlier than expected to compete with rivals, indicating a competitive landscape in AI development [16].