Monday May sixteenth

Key words: Sohu.com Ltd / Tencent Music Financial report

At the beginning of a busy week, the New State Council Office will hold a press conference on the operation of the national economy.

Hong Kong stocks$Man Wah (01999.HK) $The financial report will be released.

In terms of US stocks, we can focus on:

• Us May New York Fed Manufacturing Index

• $Sohu.com Ltd (SOHU.US) $、$Tencent Music (TME.US) $、$Tower Semiconductor (TSEM.US) $The results will be announced.

• Kashkari, chairman of the Minneapolis Federal Reserve and FOMC voting committee in 2023, will speak on energy and inflation.

Tuesday May seventeenth

Key words: JD.com / Sea/ The Home Depot Inc / Walmart Inc Financial report, Li Auto Inc. Annual General meeting, Federal Reserve ticketing Committee Brad speech

Tuesday,Economic dataThe United States will release the monthly rate of retail sales in April.

The Hong Kong stock market began to receive heavy financial results.The results released on Tuesday include:$JD.com Group-SW (09618.HK) $及$JD Logistics, Inc. (02618.HK) $。

According to Bloomberg analysts, JD.com Q1 will achieve revenue of 236.768 billion yuan in 2022, with an adjusted net profit of 2.59 billion yuan. China Merchants believes that in the first quarter, relying on the strong management and control under the self-management mode, the company will still achieve a significantly better performance than the industry.

In terms of Hong Kong new sharesThe fifth largest medical operation and service company and nucleic acid testing institution in China$Yunkang Group (02325.HK) $The winning result will be announced.

As for US stocks, please pay attention to:

• $Sea (SE.US) $、$The Home Depot Inc (HD.US) $、$Walmart Inc (WMT.US) $、$HUYA Inc. (HUYA.US) $Wait for the results to be released before the market. In general, retail giants at the end of the commodity supply chain may have a better understanding of rising inflation in the United States. Investors may be able to get a glimpse of prices in their quarterly reports.

• In 2022, Brad, chairman of the St. Louis Federal Reserve and FOMC voting committee, will give a speech on the economic outlook.

• It is worth noting that Federal Reserve Chairman Powell will also be interviewed by the Wall Street Journal on Tuesday afternoon local time.This week, the US Senate confirmed Powell's re-election as chairman of the Federal Reserve. Powell said in an interview that the Fed has the tools to bring inflation down to 2% and keep inflation under control, although the process will be painful. He also said that depending on the larger or smaller economic situation, whether a soft landing can be achieved may depend on factors beyond the Fed's control.

In addition$Li Auto Inc. (LI.US) $The annual general meeting of shareholders will be held.

Wednesday May eighteenth

Key words: Tencent / Target Corp earnings report, Federal Reserve ticketing Committee Mestre's speech, US API and EIA crude oil inventory

Focus on intra-day attention$Tencent (00700.HK) $Financial results; US stocks$Target Corp (TGT.US) $、$Lowe's Companies Inc (LOW.US) $、$DouYu International Holdings Limited (DOYU.US) $The results will be announced and the financial results will be released before the market.$Cisco Systems (CSCO.US) $Release financial results after trading.

According to Bloomberg analysts, Tencent Q1 will achieve revenue of 141.148 billion yuan in 2022, with an adjusted net profit of 26.888 billion yuan. Shen Wanhongyuan expects Tencent's Q1 income to be under pressure month-on-month, mainly due to weak consumption and repeated epidemics, advertising and cloud business is expected to decline month-on-month; the company is actively promoting cost reduction and efficiency measures, Q1 profit margins are expected to improve, profit growth decline is expected to narrow.

The dynamic aspect of the Federal ReserveIn 2022, Mestre, chairman of the Cleveland Federal Reserve and the FOMC voting committee, will make an opening statement at the expert group meeting on inflation.

Wednesday,The data that investors can focus on are:Us API and EIA crude oil inventories, the total annualized number of new housing starts in the United States in April (10,000 units), and the total number of construction permits in April in the United States (10,000 units).

Thursday May nineteenth

Key words: XIAOMI's financial report, the number of people claiming unemployment benefits in the United States.

Financial report，$XIAOMI Group-W (01810.HK) $、$same trip (00780.HK)$、$GDS Holdings Limited-SW (09698.HK) $、$Grab Holdings (GRAB.US) $And other companies will announce their results.

Oriental Securities expects XIAOMI's Q1 revenue in 22 years to fall 5% year-on-year to 73.2 billion yuan, mainly due to the epidemic at home and abroad, the conflict between Russia and Ukraine and other major environmental impact, the company's smartphones, IOT and other products shipped overseas short-term pressure. Taking into account the provision of large vehicle-related R & D expenses, 22Q1 is expected to make an adjusted net profit of about 2.8 billion yuan.

What investors can pay attention toEconomic dataThere are: the number of initial claims for unemployment benefits in the United States in the week from May 14 to May 14 (ten thousand).

Friday, May twentieth

Key words: RLX Technology Inc. 's financial report

Financial reportUs stocks$RLX Technology Inc. (RLX.US) $、$Deere shares (DE.US) $The results will be released before trading.

The quoted interest rates (LPR) in China's May one-year and five-year loan market will also be released on Friday.