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整理:下周重要事件与数据预告——美国CPI、美联储大会以及腾讯京东阿里财报等重磅来袭
news flash· 2025-05-11 14:00
Group 1 - Key Point 1: Significant economic data releases and events are scheduled for the upcoming week, including the US CPI and Federal Reserve conference [1][2] - Key Point 2: Major companies such as JD.com, Tencent Music, and Alibaba are set to release their earnings reports [1][2] - Key Point 3: The week will also feature important speeches from Federal Reserve officials and other global economic leaders [1][2] Group 2 - Key Point 1: The economic data to be released includes unemployment rates, GDP figures, and inflation indices from various countries, indicating a focus on global economic health [2][3] - Key Point 2: The Federal Reserve's meetings and discussions will provide insights into monetary policy and economic research, which could impact market expectations [2] - Key Point 3: The earnings reports from major companies will be closely watched for insights into sector performance and consumer trends [1][2]
【下周财报日历】科技股阿里巴巴(09988.HK)、腾讯控股(00700.HK)、京东(09618.HK)、网易(09999.HK)将于下周放榜,腾讯音乐(TME.N)、贝壳(BEKE.N)等中概股亦将公布业绩。经济数据方面,关注美国4月CPI、PPI数据。此外,多位FOMC票委将于下周发表讲话;恒指公司将于下周五公布第一季度季检结果,敬请留意。完整个股财报日历请前往美港电讯APP-日历查看。点击查看>>
news flash· 2025-05-09 09:04
Group 1 - The company will announce its first quarter results next Friday, and investors are advised to pay attention [1] - Major tech companies including Alibaba, Tencent, JD.com, and NetEase are set to report their earnings next week, along with other Chinese concept stocks like Tencent Music and Beike [2] - Economic data to watch includes the US April CPI and PPI figures, as well as various speeches from FOMC members [2][3] Group 2 - Upcoming economic events include the release of US retail sales, PPI, and GDP data, as well as initial jobless claims and consumer confidence indices [3][6] - The National Energy Administration will publish electricity consumption data around the 15th of each month [6] - Vice Premier He Lifeng will visit Switzerland from May 9 to 12 for talks with Swiss leaders and will also co-host the 10th China-France High-Level Economic and Financial Dialogue in France [6]
前“美联储三把手”达德利:建议美联储通过六大途径改进工作
news flash· 2025-05-01 16:45
Core Viewpoint - The former President of the New York Federal Reserve, Bill Dudley, suggests that a well-executed review of the monetary policy framework could enhance the Federal Reserve's ability to respond to economic shocks and policy uncertainties, which aligns with the current U.S. government's strengths [1] Group 1: Key Reforms Advocated - The G20 report, co-authored by Dudley, advocates for six key reforms to improve monetary policy effectiveness [1] - The first reform is to return to a symmetric 2% inflation target [1] - The second reform aims to achieve employment levels consistent with the 2% inflation target [1] - The third reform addresses the prioritization of inflation versus employment when conflicts arise between the two goals [1] - The fourth reform involves establishing a framework for quantitative easing and tightening policies [1] - The fifth reform proposes the publication of baseline and alternative forecasts from staff after each policy meeting [1] - The sixth reform calls for the development of a forward guidance framework [1]