Monday, October 30th

Keywords: US Dallas Fed Business Activity Index, Eurozone Economic Sentiment Index for October; BYD, HSBC, CNPC earnings reports

On Monday, in terms of economic data,Data such as the US Federal Reserve Business Activity Index for October and the Eurozone Economic Sentiment Index for October will be released, and investors can expect to obtain information on economic activity in Europe and the US.

In terms of financial reports,Hong Kong stock's$BYD COMPANY (01211.HK)$,$HSBC HOLDINGS (00005.HK)$,$PETROCHINA (00857.HK)$As well as the US stock market$McDonald's (MCD.US)$,$SoFi Technologies (SOFI.US)$Waiting on the company's financial reports is worth focusing on.

BYD previously released a performance forecast. The net profit attributable to shareholders of listed companies for the third quarter is 9.546 billion yuan - 1,1546 billion yuan, an increase of 67%-101.99% over the same period last year; net profit after deducting non-recurring profit and loss is expected to be 8.605 billion yuan to 10.505 billion yuan, an increase of 61.29% to 96.90%; basic earnings per share is 329 yuan/share - 3.97 yuan/share, compared to 1.97 yuan/share for the same period last year.

Tuesday, October 31st

Keywords: China's official manufacturing PMI for October, US Chicago PMI for October, the Chamber of Commerce consumer confidence index; AMD, Pfizer earnings report; Apple press conference

On Tuesday, in terms of economic data,A series of major data will be revealed one after another, such as China's official manufacturing PMI for October, the US Chicago PMI for October, the Chamber of Commerce consumer confidence index, and Eurozone GDP and CPI.

China's manufacturing PMI data for October is about to be released, and the market generally expects it to continue to rise. The manufacturing PMI for September was 50.2%, returning to the expansion range and recovering for four consecutive months. The non-manufacturing business activity index rebounded to 51.7%, ending a continuous downward trend since April.

In terms of the incident,The Bank of Japan will announce its interest rate decision, which also deserves investors' attention.

As the only country in the world that still adheres to negative interest rates, the Bank of Japan's trend has received a lot of market attention. According to Nikkei News, the Bank of Japan may raise its CPI growth forecast for fiscal year 2024 to 2% next week. At that time, it is expected that discussions will also be held on whether to revise the yield curve control policy again.

Apple will host a press conference called “Scary Fast” at 8 a.m. Beijing time.According to media reports, Apple may release a new iMac with an M3 chip and a new MacBook Pro equipped with M3 Pro and M3 Max chips at that time.

In terms of financial reports,$Advanced Micro Devices (AMD.US)$,$Pfizer (PFE.US)$,$Amgen (AMGN.US)$Other industry giants will reveal their latest results.

Wednesday, November 1st

Keywords: China's Caixin manufacturing PMI for October, US ADP employment numbers in October, Markit manufacturing PMI; Qualcomm, Lucky Coffee performance

On Wednesday, in terms of economic data,Data such as China's Caixin manufacturing PMI for October, US ADP employment for October, Markit manufacturing PMI, and US JOLTS job vacancies for September will be the focus of the day.

In terms of financial reports,$Qualcomm (QCOM.US)$,$Luckin Coffee (LKNCY.US)$,$Super Micro Computer (SMCI.US)$,$PayPal (PYPL.US)$Other popular companies will be listed one after another.

In terms of IPO, it mainly deals in hot pot prepared dish products$GUOQUAN (02517.HK)$The winning results will be announced.

According to the prospectus, Hot Pot Food mainly provides ready-to-eat, instant-heat, ready-to-cook and prepared ingredients, and focuses on home-cooked hot pot and grilled products. As of April 30, 2023, the company has three food production plants, namely the “Heichi Factory” that produces beef products, the “Maru Laimaru Factory” that produces meatballs, and the “Chengming Factory” that produces hot pot base products, and has participated in the investment of one of the suppliers “Catch Shrimp”.

Thursday, November 2nd

Keywords: Bank of England and the US announces interest rate decisions, Fed Chairman Powell's speech, number of initial jobless claims in the US; Apple, Novo Nordisk, and Lilly's earnings

On Thursday, in terms of economic data,Data on the number of initial jobless claims in the US and the monthly rate of US factory orders will be disclosed.

In terms of events, the Federal Reserve will announce its interest rate decision at 2 a.m. Beijing time on Thursday, and Fed Chairman Powell will hold a press conference half an hour later.

The market generally expects the Fed to remain on hold in November. Earlier, after the US PCE data for September was released, Nick Timiraos, a famous journalist known as the “New Federal Reserve News Agency,” said that the downward trend in inflation slowed down last month, but the inflation situation has improved recently, enough for Fed officials to keep interest rates unchanged at next week's interest rate meeting.

According to the latest CME Federal Reserve observation data, the probability that the Fed will keep interest rates unchanged in the 5.25%-5.50% range in November is 99.0%; the probability that interest rates will remain unchanged by December is 77.2%. More investors are beginning to bet that the Fed has “stopped raising interest rates.”

The Bank of England will also announce interest rate decisions.The market generally believes that the Bank of England will suspend interest rate hikes, and interest rates will remain unchanged at 5.25%.

In terms of financial reporting, tech giants$Apple (AAPL.US)$As well as diet pills$Novo-Nordisk A/S (NVO.US)$,$Eli Lilly and Co (LLY.US)$Major financial reports will come out one after another.

Analysts generally expect Apple's revenue for the fourth quarter of fiscal year 2023 to be US$89.348 billion, down 1% year on year, and earnings per share of $1.39, up 7.75% year on year.

In terms of new shares,$GUOQUAN (02517.HK)$It will be listed on the Hong Kong stock market, and the first unmanned retail stock in Hong Kong$UBOX ONLINE (02429.HK)$The winning results will be announced.

Friday, November 3rd

Keywords: US non-farm payroll in October, China's Caixin service sector PMI in October; AIA financial report

On Friday, in terms of economic data,The focus will be on important data such as the US non-farm payroll population after the October seasonal adjustment, the unemployment rate, and China's Caixin service sector PMI for October.

Analysts generally believe that the number of non-farm payrolls will slow sharply to 172,000 in October, compared to 336,000 before September, mainly due to the slowdown in temporary recruitment in the leisure and hospitality industry and the US automobile workers' strike. The unemployment rate remained at 3.8%, and the salary growth rate may fall to 0.2% month-on-month, indicating that corporate recruitment demand has cooled down.

In terms of financial reports,$AIA (01299.HK)$The financial report received a lot of attention.

In terms of new shares,$UBOX ONLINE (02429.HK)$Will be listed on the Hong Kong Stock Exchange, financial and advertising technology companies$Nyiax (NYX.US)$It will be listed on the US stock market.

Good luck with your investments in the new week!

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