Group 1: Key Economic Events - The "Big Beautiful" tax and spending bill is expected to be voted on by the U.S. Senate before July 4, with a recent update passing with a vote of 51 to 49 [3][4] - China's June PMI data is anticipated, with May's manufacturing PMI showing an increase to 49.5, indicating improved manufacturing sentiment [6] - The U.S. is set to release the June non-farm payroll report, with expectations of an increase of 116,000 jobs, down from 139,000 in the previous month [7][8] Group 2: Legislative Changes and Economic Policies - The updated "Big Beautiful" bill includes changes to state and local tax deductions, raising the cap from $10,000 to $40,000 for five years before reverting back, which has drawn mixed reactions [5] - Adjustments to Medicaid funding and stricter requirements for clean energy tax credits are also part of the bill, potentially impacting major renewable energy developers [5] - The bill aims to avoid an August default by raising the debt ceiling significantly, while also cutting funding for the Consumer Financial Protection Bureau [5] Group 3: International Cooperation and Forums - The BRICS summit is scheduled for July 6-7 in Rio de Janeiro, with Brazil taking over the presidency for 2025 [9][10] - The European Central Bank's central bank forum is taking place from June 30 to July 2, focusing on macroeconomic transformation and policy responses [11][12] Group 4: Oil Production and Market Dynamics - OPEC+ has decided to increase production by 411,000 barrels per day starting in July, with expectations for further increases in August [14][15] - There are concerns regarding OPEC+ unity, particularly between Saudi Arabia and Russia, as they navigate market share and production levels [16] Group 5: Corporate Developments - The Shanghai Stock Exchange is set to review the IPO application of He Yuan Biotechnology, marking the first case under the newly restarted fifth set of standards for the Sci-Tech Innovation Board [20][21] - Microsoft is planning significant layoffs in its Xbox division as part of a broader restructuring effort, marking the fourth major round of layoffs in 18 months [22]

3. 周三：①数据：美国至5月30日当周API、EIA原油库存；澳大利亚第一季度GDP年率；欧洲多国及美 国5月服务业PMI终值；美国5月ADP就业人数。②事件：美联储古尔斯比参与一场问答活动、博斯蒂 克、库克出席"美联储倾听"的活动；加拿大央行公布利率决议。 4. 周四：①数据：中国5月财新服务业PMI；瑞士5月季调后失业率；欧元区4月PPI；美国5月挑战者企 业裁员人数；美国当周初请失业金人数、4月贸易帐；美国5月全球供应链压力指数；美国当周EIA天然 气库存。②事件：美联储公布经济状况褐皮书；欧洲央行公布利率决议、行长拉加德召开货币政策新闻 发布会；沙特阿美在每月5日左右公布官方原油售价。③财报：博通。 5. 周五：①数据：德国4月季调后工业产出月率、4月季调后贸易帐；英国5月Halifax季调后房价指数月 率；法国4月工业产出月率、4月贸易帐；欧元区第一季度GDP年率修正值、第一季度季调后就业人数季 率终值、4月零售销售月率；加拿大5月就业人数；美国5月非农及失业率。②事件：美联储理事库格勒 在纽约经济俱乐部发表讲话、哈克就经济前景发表讲话。③假期：韩国首尔证券交易所因阵亡将士纪念 日休市一日。 金十 ...

美国上周初请数据、4月零售销售月率、PPI月率及年率、5月费城联储及纽约联储制造业指数、加拿大3 月批发销售月率将于十分钟后公布。 ...

10.周五（16日）：将公布欧元区3月贸易帐、日本一季度实际GDP季环比初值、美国5月密歇根大学消 费者信心指数初值等数据。 钛媒体App 5月11日消息，下周市场大事预告： 1.下周央行公开市场将有8361亿元逆回购到期，其中下周一至下周五分别到期0亿元、4050亿元、1955 亿元、1586亿元、770亿元。此外，下周四还有1250亿元MLF到期。 2.周一（12日）：国家能源局每月15日左右公布全社会用电量数据。 3.周五（16日）：恒指公司宣布2025年第一季度之恒生指数系列检讨结果。 4.Wind数据显示，下周A股市场将有28只股票面临限售股解禁，合计解禁数量为10.66亿股，按最新收盘 价计算，合计解禁市值为186.30亿元，周环比减少58.25%。从解禁股情况来看，国金证券、强瑞技术、 江苏华辰将解禁市值均超20亿元，江苏华辰、强瑞技术、巨一科技流通盘将增加超100%。在下周面临 解禁的28只股票中，从解禁市值来看，按最新收盘价计算，国金证券、强瑞技术、江苏华辰解禁市值居 前，解禁市值分别为41.66亿元、32.43亿元、26.44亿元。 5.下周A股暂无新股申购，有一只新股上市，为天工股份。天 ...