一周重磅日程：超级央行周，中美关键数据，字节火山引擎和摩尔线程大会备受关注

Economic Data and Events - China's real estate development investment from January to November is expected to decline by 14.7% [3] - China's industrial added value for November is projected to grow by 4.9% year-on-year [3] - China's retail sales of consumer goods for November are anticipated to increase by 2.9% year-on-year [3] - Japan's November CPI is expected to be 2.9% year-on-year, with a core CPI forecasted to remain at 3.0% [7][10] - The U.S. non-farm payroll report for November is expected to show an increase of 130,000 jobs, following a decrease of 10,000 jobs in October [8][10] Central Bank Decisions - The Bank of Japan is expected to raise interest rates by 25 basis points to 0.75% during its meeting on December 19 [7] - The European Central Bank is anticipated to maintain its interest rates, with no rate cuts expected until 2026 [11] - The Bank of England is likely to lower its interest rate by 25 basis points to 3.75%, potentially marking the end of the rate-cutting cycle [12] Corporate Events and Financial Reports - Micron Technology and Nike are set to release their financial reports, with expectations of revenue growth and positive earnings per share [35] - The first MUSA Developer Conference by Moore Threads will unveil a new generation of GPU architecture [16] - ByteDance's Volcano Engine is expected to announce significant upgrades or new products at the FORCE conference [17] Market Impact and Trends - The Federal Reserve's Reserve Management Plan (RMP) involves purchasing $40 billion in short-term government bonds monthly, indicating a strong commitment to market support [20] - The launch of the Hainan Free Trade Port is expected to impact sectors such as duty-free retail and modern logistics [19] - The upcoming Alpha Summit aims to explore macroeconomic and financial market trends, providing insights into investment opportunities for 2026 [34]