#TradFi交易分享挑战

Preview of Major Financial Events Next Week

‌May 25th (Monday)‌

‌07:50‌ Japan April CPI Year-over-Year (Previous: 2.8% | Expected: 2.7%)

Issuer: Japan Statistics Bureau

→ If below expectations, it may strengthen the yen's depreciation outlook, affecting Asian currencies.

‌08:30‌ Malaysia April PPI Year-over-Year (Previous: -0.4% | Expected: -0.2%)

Issuer: Malaysia Department of Statistics

→ Easing industrial cost pressures, positive for export-oriented economy.

‌10:00‌ New Stock Offering:‌ Xinrui Electronics‌ (Beijing Stock Exchange)

Issue Price: 12.8 yuan | Subscription Code: 889XXX

→ Focused on industrial IoT chips, institutional allocation ratio over 60%.

‌15:00‌ Foreign Minister Wang Yi visits Canada (until May 28)

Background: Window of easing China-Canada relations, possibly coordinating chip export controls

‌May 26th (Tuesday)‌

‌22:00‌ US May Chamber of Commerce Consumer Confidence Index (Previous: 102.1 | Expected: 103.5)

Issuer: US Chamber of Commerce

→ If above expectations, reinforces “soft landing” narrative, suppressing the dollar and US bond prices.

May 27th (Wednesday)‌

‌09:30‌ China April Profit Growth of Major Industrial Enterprises (Previous: +1.2% | Expected: +2.5%)

Issuer: National Bureau of Statistics

→ If rebounds to over 3%, A-shares cyclical stocks may see a rebound, especially chemicals and machinery sectors.

‌14:30‌ US Q1 GDP Revision (Previous: +1.6% | Expected: +1.8%)

Issuer: US Bureau of Economic Analysis (BEA)

→ Upward revision will reinforce the Federal Reserve’s stance of “not rushing to cut rates.”

‌15:00‌ ‌Meta Annual Shareholders Meeting‌ (Beijing Time)

Key agenda:

Increase AI infrastructure capital expenditure to‌ $125–145 billion‌ (original $115–135 billion)

Global daily active users (DAU) reach 3.56 billion, slightly below expectations

Tax incentives contribute EPS of $3.13, actual profit excluding tax benefits is $7.31

→ ‌Market reaction: fell 7% after hours due to “AI spending” suppressing cash flow expectations.

‌16:00‌ Changxin Technology IPO on STAR Market‌

Core information:

Planned fundraising of‌ 29.5 billion yuan‌ (second highest in STAR Market history)

2026 Q1 net profit‌ of 24.76 billion yuan‌, turning profitable from loss

Global DRAM market share‌ of 7.67%‌ (Q4 2025), approaching the third tier

→ If approved, semiconductor sector in A-shares may see a “domestic substitution” sentiment surge.

May 28th (Thursday)‌

‌20:30‌ US April Core PCE Price Index (Monthly | Previous: +0.3% | Expected: +0.3%)

Issuer: US Department of Commerce Bureau of Economic Analysis (BEA)

→ The Fed’s preferred inflation indicator; if above expectations, it will directly impact rate cut expectations.

‌20:30‌ US April Core PCE Price Index (Annual | Previous: +3.2% | Expected: +3.1%)

→ If maintained at 3.2%, the rate cut window in 2026 may be delayed until September.

‌20:30‌ US April Durable Goods Orders (Monthly | Previous: +0.8% | Expected: +0.6%)

‌20:30‌ US April Personal Spending (Monthly | Previous: +0.4% | Expected: +0.4%)

‌22:00‌ US April New Home Sales (Annualized) (Previous: 675k | Expected: 680k)

→ Weak housing data may be related to high interest rates continuously suppressing demand.

‌May 29th (Friday)‌

‌21:45‌ US May Chicago PMI (Previous: 48.7 | Expected: 50.2)

Issuer: Chicago Federal Reserve Bank

→ If back into expansion territory (>50), it indicates a rebound in manufacturing in the Midwest.