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oscar321hk

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- oscar321hkoscar321hk
  ·10-19 20:05
  $2倍做多INTC ETF-GraniteShares(INTW)$ gogogogogogogo
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- oscar321hkoscar321hk
  ·10-18 08:05
  gogogogogogogo
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- oscar321hkoscar321hk
  ·10-16
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- oscar321hkoscar321hk
  ·10-12
  $2倍做多INTC ETF-GraniteShares(INTW)$ gogogogogogogo
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- oscar321hkoscar321hk
  ·10-12
  Gogogogogogogo
  Weekly Preview | US CPI and PPI released one after another, testing rate hike expectations! Walsh attended the IMF annual meeting; The third-quarter earnings season has begun, with banking giants, TSMC, and ASML releasing their results.
  財經事件方面，克利夫蘭聯儲銀行行長哈瑪克發表講話；聯儲局主席沃什出席IMF年會，並與IMF總裁格奧爾基耶娃進行爐邊對談。財經事件美國通脹數據領銜，年內加息預期迎來關鍵考驗美國9月CPI及核心CPI將於香港時間周三20:30公布。周四，美國9月零售銷售、PPI及核心PPI將與首次申領失業救濟金人數、紐約聯儲及費城聯儲製造業指數集中出爐。華爾街大行揭開業績期序幕，高息下的盈利與信貸質素受關注美股第三季業績期將由大型金融機構率先揭幕。
  Weekly Preview | US CPI and PPI released one after another, testing rate hike expectations! Walsh attended the IMF annual meeting; The third-quarter earnings season has begun, with banking giants, TSMC, and ASML releasing their results.
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- oscar321hkoscar321hk
  ·10-11
  $2倍做多INTC ETF-GraniteShares(INTW)$ gogogo gogogogogogogo
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- oscar321hkoscar321hk
  ·10-10
  $SpaceX(SPCX)$ gogogo gogogogogogogo
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- oscar321hkoscar321hk
  ·10-10
  $SpaceX(SPCX)$ gogogo
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- oscar321hkoscar321hk
  ·10-10
  $2倍做多INTC ETF-GraniteShares(INTW)$ gogogo
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- oscar321hkoscar321hk
  ·10-09
  $2倍做多INTC ETF-GraniteShares(INTW)$ gogogo
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gogogogogogogo","images":[{"img":"https://community-static.tradeup.com/news/fdb84ed9e2a0582760cc915690bd775b","width":"588","height":"1021"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/617591365550688","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":617602602225928,"gmtCreate":1791760814042,"gmtModify":1791760816796,"author":{"id":"4243209919390032","authorId":"4243209919390032","name":"oscar321hk","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243209919390032","idStr":"4243209919390032"},"themes":[],"title":"","htmlText":"Gogogogogogogo&nbsp;","listText":"Gogogogogogogo&nbsp;","text":"Gogogogogogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/617602602225928","repostId":"1165317947","repostType":4,"repost":{"id":"1165317947","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1791760682,"share":"https://ttm.financial/m/news/1165317947?lang=en_US&edition=fundamental","pubTime":"2026-10-12 07:18","market":"hk","language":"zh","title":"Weekly Preview | US CPI and PPI released one after another, testing rate hike expectations! Walsh attended the IMF annual meeting; The third-quarter earnings season has begun, with banking giants, TSMC, and ASML releasing their results.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165317947","media":"老虎資訊","summary":"財經事件方面，克利夫蘭聯儲銀行行長哈瑪克發表講話；聯儲局主席沃什出席IMF年會，並與IMF總裁格奧爾基耶娃進行爐邊對談。財經事件美國通脹數據領銜，年內加息預期迎來關鍵考驗美國9月CPI及核心CPI將於香港時間周三20:30公布。周四，美國9月零售銷售、PPI及核心PPI將與首次申領失業救濟金人數、紐約聯儲及費城聯儲製造業指數集中出爐。華爾街大行揭開業績期序幕，高息下的盈利與信貸質素受關注美股第三季業績期將由大型金融機構率先揭幕。","content":"<p><html><head></head><body><p style=\"text-align: left;\">A summary of major financial events from October 12th to 16th:</p><p><ul><li><p style=\"text-align: left;\">Economic data: The US September CPI and core CPI will be released, followed by data on retail sales, PPI, and the number of first-time unemployment claims. The market will continue to observe inflationary pressures and economic resilience, and reassess the outlook for rate hike in October and December. China's September CPI, PPI, and import and export data will also be released, and the latest financial data may be released simultaneously.</p><p></li><li><p style=\"text-align: left;\">Financial Events: The IMF and World Bank Annual Meetings were held in Bangkok, while the G20 Finance Ministers and Central Bank Governors Meeting took place concurrently; Several Federal Reserve officials, including Waller and Bowman, delivered a series of speeches, and Chairman Warsh will have a fireside dialogue with IMF Managing Director Georgieva on Friday.</p><p></li><li><p style=\"text-align: left;\">In addition, Apple will hold a \"Welcome Home\" smart home product launch event, and the Tesla Roadster event is also worth noting; Anthropic may hold a pre-IPO investor day, and the progress of the AI company's IPO is attracting much attention from the market.</p><p></li><li><p style=\"text-align: left;\">Company Performance: The third-quarter earnings season for the US stock market has begun, with major financial institutions such as JPMorgan Chase, Goldman Sachs, and Citigroup releasing their results first. ASML and TSMC have also announced their results in succession. In the high-interest environment, bank profitability and AI investment demand will face challenges.</p><p></li><li><p style=\"text-align: left;\">Market closed: U.S. stocks and CME Treasury Bond futures will trade normally on Monday, while the U.S. bond spot market will be closed all day. The Japanese stock market will be closed for one day due to Sports Day.</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7ec7823903421714ca405dd9e7bc2fcf\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><p><p style=\"text-align: left;\"><strong>Monday (October 12)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>The IMF and World Bank Annual Meetings are being held in Bangkok until October 18. Finance ministers, central bank officials, and heads of international financial institutions will discuss topics such as the global economy, inflation, and financial stability. At 2:00 PM, EU foreign ministers met in Luxembourg to discuss the Russia-Ukraine conflict, developments in the Middle East, and the security implications of further EU enlargement.</p><p><p style=\"text-align: left;\"><strong>Regarding market closures,</strong>U.S. stocks and CME Treasury Bond futures traded normally, while the U.S. bond spot market was closed all day. The Japanese stock market will be closed for one day due to Sports Day.</p><p><p style=\"text-align: left;\"><strong>Tuesday (October 13)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding economic data,</strong>At 20:15, the weekly changes in the U.S. ADP employment figures for the week ending September 26 will be released. At 22:00, the annualized rate of second-hand home sales in the United States for September will be released.</p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>The Reserve Bank of Australia released the minutes of its September monetary policy meeting; Federal Reserve Governor Waller will speak at the Bloomberg New Economy Forum, and Cleveland Fed President Hamak will also speak on the same day. The oil group released its monthly crude oil market report; At 21:00, Apple held a smart home product launch event in New York.</p><p><p style=\"text-align: left;\"><strong>In terms of performance</strong>US stocks<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/C\">Citi</a>and<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>Announce third-quarter results;<a href=\"https://laohu8.com/S/UNH\">united health</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson and Johnson</a>、<a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a>Results will be announced before the opening of the US stock market.</p><p><p style=\"text-align: left;\"><strong>Wednesday (October 14)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding economic data,</strong>At 9:30, China's September CPI and PPI will be released; At noon, the General Administration of Customs released its September import and export data; At 20:30, the US September CPI and core CPI will be released.</p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>Boston Federal Reserve Bank President Collins delivered a speech; The International Energy Agency (IEA) releases its monthly crude oil market report; At 16:30, European Central Bank President Christine Lagarde will deliver a speech on the future of Europe's digitalization; At 17:40, Federal Reserve Governor Bowman spoke. In addition, Anthropic may hold a Pre-IPO investor day with potential investors on the same day.</p><p><p style=\"text-align: left;\"><strong>In terms of performance</strong>US stocks<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>and<a href=\"https://laohu8.com/S/ASML\">Asma</a>Announce the results.</p><p><p style=\"text-align: left;\"><strong>Thursday (October 15)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding economic data,</strong>The number of initial jobless claims in the United States for the week ending October 10, the month-on-month change in retail sales in September, the September PPI and core PPI, and the October New York Fed Manufacturing Index and Philadelphia Fed Manufacturing Index will be released in a concentrated manner. The month-on-month changes in U.S. business inventories for August have been released.</p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>The Federal Reserve released its Beige Book on the state of the economy; The G20 Finance Ministers and Central Bank Governors Meeting was held on the same day, but the specific date is yet to be determined.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Hold a Roadster event.</p><p><p style=\"text-align: left;\"><strong>In terms of performance</strong>US stocks<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Announcing third-quarter results,<a href=\"https://laohu8.com/S/AA.US\">Alcoa Corporation</a>Results will be announced after the US stock market closes; Hong Kong Stocks<a href=\"https://laohu8.com/S/01772\">Ganfeng Lithium</a>、<a href=\"https://laohu8.com/S/02068\">Chinalco International</a>and<a href=\"https://laohu8.com/S/01818\">Zhaojin Mining</a>Announce the results.</p><p><p style=\"text-align: left;\"><strong>Friday (October 16)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding economic data,</strong>At 20:30, the month-on-month change in the US import price index for September will be released; At 21:15, the month-on-month change in US industrial production in September was released.</p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>Cleveland Federal Reserve President Hamak delivered a speech; Federal Reserve Chairman Warsh attended the IMF annual meetings and had a fireside conversation with IMF Managing Director Georgieva. In addition, Apple has begun accepting pre-orders for the iPhone Duo.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/05701d6a6f685572507f689f1e760e0a\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1611\"/><span></span></p><p><h2 style=\"text-align: left;\">Financial Events</h2><p style=\"text-align: left;\"><strong>US inflation data leads the way, posing a key test to rate hike expectations this year.</strong></p><p><p style=\"text-align: left;\">The US September CPI and core CPI will be released at 20:30 Hong Kong time on Wednesday. With recent employment data weakening and Federal Reserve officials signaling they are awaiting more data, the market's expectation of a rate hike on October 28 has dropped from as high as 70% to 19%, but it still fully reflects the expectation of a 25 basis point rate hike in December. This inflation data may be key to influencing interest rate expectations at the two interest rate meetings.</p><p><p style=\"text-align: left;\">On Thursday, U.S. September retail sales, PPI, and core PPI will be released in conjunction with the number of initial jobless claims, and the New York Fed and Philadelphia Fed manufacturing indices. Whether consumption can maintain its resilience and whether upstream price pressures will persist will help the market determine whether inflation is mainly due to energy supply disturbances or strong demand.</p><p><p style=\"text-align: left;\"><strong>The Federal Reserve is releasing a flurry of policy signals, with attention focused on how Warsh responds to the latest data.</strong></p><p><p style=\"text-align: left;\">Before entering the quiet period, Federal Reserve officials will deliver a series of speeches, including those by Waller, Collins, Bowman, and Hammack. The Beige Book on the economic situation will also be released on Thursday. Chairman Warsh is scheduled to attend the IMF annual meetings in Bangkok at 11:30 on Friday and have a fireside dialogue with IMF Managing Director Georgieva.</p><p><p style=\"text-align: left;\">By then, the US CPI, PPI, and retail sales data will have all been released. How Walsh interprets changes in inflation and consumption, and whether his remarks will leave room for rate hike in December, will be the focus of the market.</p><p><p style=\"text-align: left;\">Minutes from the meeting on September 15-16 showed that most officials believed further rate hike before the end of the year might be appropriate, but there were differing opinions on the sources of inflation: some officials focused on supply shocks such as energy prices, while others worried that strong demand and economic growth would bring broader price pressures.</p><p><p style=\"text-align: left;\">Waller said on October 8 that if the data meets expectations, further rate hike could help inflation fall back to the 2% target more quickly, but no action would be required in two consecutive meetings. These remarks leave room for the Federal Reserve to continue observing the data, and subsequent policy steps will still depend on inflation performance.</p><p><p style=\"text-align: left;\"><strong>Wall Street banks have begun their earnings season, drawing attention to their profitability and credit quality amid high interest rates.</strong></p><p><p style=\"text-align: left;\">The third-quarter earnings season for US stocks will be unveiled first by major financial institutions. JPMorgan Chase, Goldman Sachs, Citigroup, and Wells Fargo released their results on Tuesday, while Bank of America, Morgan Stanley, and BlackRock will release their results on Wednesday. Bank profitability will become an important indicator for observing the state of the U.S. economy.</p><p><p style=\"text-align: left;\">FactSet expects S&P 500 stocks to see third-quarter earnings grow by approximately 29.5% year-over-year and revenue grow by approximately 12.3% year-over-year. If expectations are met, quarterly earnings growth will exceed 25% for the third consecutive time; Previously, the index's constituent stocks had recorded double-digit earnings growth for seven consecutive quarters.</p><p><p style=\"text-align: left;\">The market will focus on net interest income, trading and investment banking performance, while also paying attention to changes in credit losses and consumer spending. If capital market business and credit demand remain robust, it is expected to support earnings expectations; If credit quality deteriorates, it could deepen market concerns about an economic slowdown.</p><p><p style=\"text-align: left;\"><strong>Leading semiconductor companies release their rankings one after another, with AI capital expenditure becoming the focus of the market.</strong></p><p><p style=\"text-align: left;\">ASML and TSMC will release their results on Wednesday and Thursday, respectively. AI investment continues to attract market attention, and the order performance, capacity utilization rate, and subsequent guidance of the two companies will provide clues for judging chip demand and the prosperity of the semiconductor industry.</p><p><p style=\"text-align: left;\">ASML's performance focuses primarily on new orders, customer expansion arrangements, and performance guidance. If demand for advanced process equipment remains strong, it may also improve market sentiment.<a href=\"https://laohu8.com/S/LRCX\">Lamb study</a>、<a href=\"https://laohu8.com/S/AMAT\">Application materials</a>Expectations from equipment suppliers, etc.</p><p><p style=\"text-align: left;\">For TSMC, investors will focus on AI chip orders, advanced process capacity utilization, and capital expenditure plans. Whether earnings and guidance can support the continued expansion of AI infrastructure investment will affect earnings expectations for the chip sector. However, the yield trend of US Treasury bonds remains an important factor affecting valuations. Even if earnings perform well, rising interest rates may limit the room for valuation improvement.</p><p><p style=\"text-align: left;\"><strong>Anthropic's IPO preparations are attracting attention, and it may contact potential investors this week.</strong></p><p><p style=\"text-align: left;\">According to a Bloomberg report on October 1, Eastern Time, citing sources familiar with the matter, Anthropic plans to hold a Pre-IPO investor day on October 14 and has extended invitations to some institutional investors to communicate with potential investors.</p><p><p style=\"text-align: left;\">The report indicates that the company could launch its formal IPO presentation as early as the week of November 9 and strive to list its shares before Thanksgiving in the United States. This investor event and subsequent issuance arrangements will be an important part of the market's observation of its listing progress.</p><p><p style=\"text-align: left;\"><strong>Apple focuses on smart homes, with new product events and iPhone Duo pre-orders launching one after another.</strong></p><p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a>A \"Welcome Home\" themed event will be held on October 13, featuring updates to Apple TV 4K and HomePod mini, as well as the launch of a brand new home hub device. This event marks Apple's latest product deployment in the smart home field since John Ternus became CEO last month.</p><p><p style=\"text-align: left;\">According to Apple's release plan, the iPhone Duo will begin accepting pre-orders on October 16 and will be officially released on October 23. In addition, Tesla will hold a Roadster event on October 15, and related product developments are also worth paying attention to.</p><p><p style=\"text-align: left;\"><strong>China's price and foreign trade data were released on the same day; attention should be paid to domestic demand and export pace.</strong></p><p><p style=\"text-align: left;\">At 9:30 a.m. on October 14, the National Bureau of Statistics will release the September CPI and PPI. Previously, the CPI rose 0.8% year-on-year in August, and the PPI rose 3.8% year-on-year. The latest data will further reflect changes in consumer and industrial product prices, providing clues for judging the recovery in domestic demand and prices.</p><p><p style=\"text-align: left;\">At noon that day, the General Administration of Customs will release import and export data for September. Exports increased by 25% year-on-year in August, while imports increased by 28.2% year-on-year. Subsequent growth rates and structural changes are worth noting. The data release coincides with the implementation of US port fees for ships to China, and the market will use this opportunity to observe changes in export rush and re-export trade. In addition, China's latest financial data may be released this week.</p><p><p style=\"text-align: left;\"><strong>International financial conferences were held intensively, focusing on global economic and policy trends.</strong></p><p><p style=\"text-align: left;\">The IMF and World Bank Annual Meetings will be held in Bangkok from October 12 to 18, where finance ministers, central bank officials, and heads of international financial institutions will discuss issues such as the global economy, inflation, and financial stability. The G20 Finance Ministers and Central Bank Governors Meeting will also be held on October 15, but the specific date is yet to be determined.</p><p><p style=\"text-align: left;\">On Friday, Federal Reserve Chairman Warsh, Bank of England Governor Bailey, and Bank of Canada Governor McCollum will participate in related events. Major central banks' assessments of economic growth, price pressures, and policy outlook may provide new clues for the market to assess subsequent interest rate trends.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Preview | US CPI and PPI released one after another, testing rate hike expectations! Walsh attended the IMF annual meeting; The third-quarter earnings season has begun, with banking giants, TSMC, and ASML releasing their results.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWeekly Preview | US CPI and PPI released one after another, testing rate hike expectations! Walsh attended the IMF annual meeting; The third-quarter earnings season has begun, with banking giants, TSMC, and ASML releasing their results.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2026-10-12 07:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">A summary of major financial events from October 12th to 16th:</p><p><ul><li><p style=\"text-align: left;\">Economic data: The US September CPI and core CPI will be released, followed by data on retail sales, PPI, and the number of first-time unemployment claims. The market will continue to observe inflationary pressures and economic resilience, and reassess the outlook for rate hike in October and December. China's September CPI, PPI, and import and export data will also be released, and the latest financial data may be released simultaneously.</p><p></li><li><p style=\"text-align: left;\">Financial Events: The IMF and World Bank Annual Meetings were held in Bangkok, while the G20 Finance Ministers and Central Bank Governors Meeting took place concurrently; Several Federal Reserve officials, including Waller and Bowman, delivered a series of speeches, and Chairman Warsh will have a fireside dialogue with IMF Managing Director Georgieva on Friday.</p><p></li><li><p style=\"text-align: left;\">In addition, Apple will hold a \"Welcome Home\" smart home product launch event, and the Tesla Roadster event is also worth noting; Anthropic may hold a pre-IPO investor day, and the progress of the AI company's IPO is attracting much attention from the market.</p><p></li><li><p style=\"text-align: left;\">Company Performance: The third-quarter earnings season for the US stock market has begun, with major financial institutions such as JPMorgan Chase, Goldman Sachs, and Citigroup releasing their results first. ASML and TSMC have also announced their results in succession. In the high-interest environment, bank profitability and AI investment demand will face challenges.</p><p></li><li><p style=\"text-align: left;\">Market closed: U.S. stocks and CME Treasury Bond futures will trade normally on Monday, while the U.S. bond spot market will be closed all day. The Japanese stock market will be closed for one day due to Sports Day.</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7ec7823903421714ca405dd9e7bc2fcf\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1920\"/><span></span></p><p><p style=\"text-align: left;\"><strong>Monday (October 12)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>The IMF and World Bank Annual Meetings are being held in Bangkok until October 18. Finance ministers, central bank officials, and heads of international financial institutions will discuss topics such as the global economy, inflation, and financial stability. At 2:00 PM, EU foreign ministers met in Luxembourg to discuss the Russia-Ukraine conflict, developments in the Middle East, and the security implications of further EU enlargement.</p><p><p style=\"text-align: left;\"><strong>Regarding market closures,</strong>U.S. stocks and CME Treasury Bond futures traded normally, while the U.S. bond spot market was closed all day. The Japanese stock market will be closed for one day due to Sports Day.</p><p><p style=\"text-align: left;\"><strong>Tuesday (October 13)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding economic data,</strong>At 20:15, the weekly changes in the U.S. ADP employment figures for the week ending September 26 will be released. At 22:00, the annualized rate of second-hand home sales in the United States for September will be released.</p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>The Reserve Bank of Australia released the minutes of its September monetary policy meeting; Federal Reserve Governor Waller will speak at the Bloomberg New Economy Forum, and Cleveland Fed President Hamak will also speak on the same day. The oil group released its monthly crude oil market report; At 21:00, Apple held a smart home product launch event in New York.</p><p><p style=\"text-align: left;\"><strong>In terms of performance</strong>US stocks<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/C\">Citi</a>and<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>Announce third-quarter results;<a href=\"https://laohu8.com/S/UNH\">united health</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson and Johnson</a>、<a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a>Results will be announced before the opening of the US stock market.</p><p><p style=\"text-align: left;\"><strong>Wednesday (October 14)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding economic data,</strong>At 9:30, China's September CPI and PPI will be released; At noon, the General Administration of Customs released its September import and export data; At 20:30, the US September CPI and core CPI will be released.</p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>Boston Federal Reserve Bank President Collins delivered a speech; The International Energy Agency (IEA) releases its monthly crude oil market report; At 16:30, European Central Bank President Christine Lagarde will deliver a speech on the future of Europe's digitalization; At 17:40, Federal Reserve Governor Bowman spoke. In addition, Anthropic may hold a Pre-IPO investor day with potential investors on the same day.</p><p><p style=\"text-align: left;\"><strong>In terms of performance</strong>US stocks<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>and<a href=\"https://laohu8.com/S/ASML\">Asma</a>Announce the results.</p><p><p style=\"text-align: left;\"><strong>Thursday (October 15)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding economic data,</strong>The number of initial jobless claims in the United States for the week ending October 10, the month-on-month change in retail sales in September, the September PPI and core PPI, and the October New York Fed Manufacturing Index and Philadelphia Fed Manufacturing Index will be released in a concentrated manner. The month-on-month changes in U.S. business inventories for August have been released.</p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>The Federal Reserve released its Beige Book on the state of the economy; The G20 Finance Ministers and Central Bank Governors Meeting was held on the same day, but the specific date is yet to be determined.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Hold a Roadster event.</p><p><p style=\"text-align: left;\"><strong>In terms of performance</strong>US stocks<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Announcing third-quarter results,<a href=\"https://laohu8.com/S/AA.US\">Alcoa Corporation</a>Results will be announced after the US stock market closes; Hong Kong Stocks<a href=\"https://laohu8.com/S/01772\">Ganfeng Lithium</a>、<a href=\"https://laohu8.com/S/02068\">Chinalco International</a>and<a href=\"https://laohu8.com/S/01818\">Zhaojin Mining</a>Announce the results.</p><p><p style=\"text-align: left;\"><strong>Friday (October 16)</strong></p><p><p style=\"text-align: left;\"><strong>Regarding economic data,</strong>At 20:30, the month-on-month change in the US import price index for September will be released; At 21:15, the month-on-month change in US industrial production in September was released.</p><p><p style=\"text-align: left;\"><strong>Regarding financial events,</strong>Cleveland Federal Reserve President Hamak delivered a speech; Federal Reserve Chairman Warsh attended the IMF annual meetings and had a fireside conversation with IMF Managing Director Georgieva. In addition, Apple has begun accepting pre-orders for the iPhone Duo.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/05701d6a6f685572507f689f1e760e0a\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1611\"/><span></span></p><p><h2 style=\"text-align: left;\">Financial Events</h2><p style=\"text-align: left;\"><strong>US inflation data leads the way, posing a key test to rate hike expectations this year.</strong></p><p><p style=\"text-align: left;\">The US September CPI and core CPI will be released at 20:30 Hong Kong time on Wednesday. With recent employment data weakening and Federal Reserve officials signaling they are awaiting more data, the market's expectation of a rate hike on October 28 has dropped from as high as 70% to 19%, but it still fully reflects the expectation of a 25 basis point rate hike in December. This inflation data may be key to influencing interest rate expectations at the two interest rate meetings.</p><p><p style=\"text-align: left;\">On Thursday, U.S. September retail sales, PPI, and core PPI will be released in conjunction with the number of initial jobless claims, and the New York Fed and Philadelphia Fed manufacturing indices. Whether consumption can maintain its resilience and whether upstream price pressures will persist will help the market determine whether inflation is mainly due to energy supply disturbances or strong demand.</p><p><p style=\"text-align: left;\"><strong>The Federal Reserve is releasing a flurry of policy signals, with attention focused on how Warsh responds to the latest data.</strong></p><p><p style=\"text-align: left;\">Before entering the quiet period, Federal Reserve officials will deliver a series of speeches, including those by Waller, Collins, Bowman, and Hammack. The Beige Book on the economic situation will also be released on Thursday. Chairman Warsh is scheduled to attend the IMF annual meetings in Bangkok at 11:30 on Friday and have a fireside dialogue with IMF Managing Director Georgieva.</p><p><p style=\"text-align: left;\">By then, the US CPI, PPI, and retail sales data will have all been released. How Walsh interprets changes in inflation and consumption, and whether his remarks will leave room for rate hike in December, will be the focus of the market.</p><p><p style=\"text-align: left;\">Minutes from the meeting on September 15-16 showed that most officials believed further rate hike before the end of the year might be appropriate, but there were differing opinions on the sources of inflation: some officials focused on supply shocks such as energy prices, while others worried that strong demand and economic growth would bring broader price pressures.</p><p><p style=\"text-align: left;\">Waller said on October 8 that if the data meets expectations, further rate hike could help inflation fall back to the 2% target more quickly, but no action would be required in two consecutive meetings. These remarks leave room for the Federal Reserve to continue observing the data, and subsequent policy steps will still depend on inflation performance.</p><p><p style=\"text-align: left;\"><strong>Wall Street banks have begun their earnings season, drawing attention to their profitability and credit quality amid high interest rates.</strong></p><p><p style=\"text-align: left;\">The third-quarter earnings season for US stocks will be unveiled first by major financial institutions. JPMorgan Chase, Goldman Sachs, Citigroup, and Wells Fargo released their results on Tuesday, while Bank of America, Morgan Stanley, and BlackRock will release their results on Wednesday. Bank profitability will become an important indicator for observing the state of the U.S. economy.</p><p><p style=\"text-align: left;\">FactSet expects S&P 500 stocks to see third-quarter earnings grow by approximately 29.5% year-over-year and revenue grow by approximately 12.3% year-over-year. If expectations are met, quarterly earnings growth will exceed 25% for the third consecutive time; Previously, the index's constituent stocks had recorded double-digit earnings growth for seven consecutive quarters.</p><p><p style=\"text-align: left;\">The market will focus on net interest income, trading and investment banking performance, while also paying attention to changes in credit losses and consumer spending. If capital market business and credit demand remain robust, it is expected to support earnings expectations; If credit quality deteriorates, it could deepen market concerns about an economic slowdown.</p><p><p style=\"text-align: left;\"><strong>Leading semiconductor companies release their rankings one after another, with AI capital expenditure becoming the focus of the market.</strong></p><p><p style=\"text-align: left;\">ASML and TSMC will release their results on Wednesday and Thursday, respectively. AI investment continues to attract market attention, and the order performance, capacity utilization rate, and subsequent guidance of the two companies will provide clues for judging chip demand and the prosperity of the semiconductor industry.</p><p><p style=\"text-align: left;\">ASML's performance focuses primarily on new orders, customer expansion arrangements, and performance guidance. If demand for advanced process equipment remains strong, it may also improve market sentiment.<a href=\"https://laohu8.com/S/LRCX\">Lamb study</a>、<a href=\"https://laohu8.com/S/AMAT\">Application materials</a>Expectations from equipment suppliers, etc.</p><p><p style=\"text-align: left;\">For TSMC, investors will focus on AI chip orders, advanced process capacity utilization, and capital expenditure plans. Whether earnings and guidance can support the continued expansion of AI infrastructure investment will affect earnings expectations for the chip sector. However, the yield trend of US Treasury bonds remains an important factor affecting valuations. Even if earnings perform well, rising interest rates may limit the room for valuation improvement.</p><p><p style=\"text-align: left;\"><strong>Anthropic's IPO preparations are attracting attention, and it may contact potential investors this week.</strong></p><p><p style=\"text-align: left;\">According to a Bloomberg report on October 1, Eastern Time, citing sources familiar with the matter, Anthropic plans to hold a Pre-IPO investor day on October 14 and has extended invitations to some institutional investors to communicate with potential investors.</p><p><p style=\"text-align: left;\">The report indicates that the company could launch its formal IPO presentation as early as the week of November 9 and strive to list its shares before Thanksgiving in the United States. This investor event and subsequent issuance arrangements will be an important part of the market's observation of its listing progress.</p><p><p style=\"text-align: left;\"><strong>Apple focuses on smart homes, with new product events and iPhone Duo pre-orders launching one after another.</strong></p><p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a>A \"Welcome Home\" themed event will be held on October 13, featuring updates to Apple TV 4K and HomePod mini, as well as the launch of a brand new home hub device. This event marks Apple's latest product deployment in the smart home field since John Ternus became CEO last month.</p><p><p style=\"text-align: left;\">According to Apple's release plan, the iPhone Duo will begin accepting pre-orders on October 16 and will be officially released on October 23. In addition, Tesla will hold a Roadster event on October 15, and related product developments are also worth paying attention to.</p><p><p style=\"text-align: left;\"><strong>China's price and foreign trade data were released on the same day; attention should be paid to domestic demand and export pace.</strong></p><p><p style=\"text-align: left;\">At 9:30 a.m. on October 14, the National Bureau of Statistics will release the September CPI and PPI. Previously, the CPI rose 0.8% year-on-year in August, and the PPI rose 3.8% year-on-year. The latest data will further reflect changes in consumer and industrial product prices, providing clues for judging the recovery in domestic demand and prices.</p><p><p style=\"text-align: left;\">At noon that day, the General Administration of Customs will release import and export data for September. Exports increased by 25% year-on-year in August, while imports increased by 28.2% year-on-year. Subsequent growth rates and structural changes are worth noting. The data release coincides with the implementation of US port fees for ships to China, and the market will use this opportunity to observe changes in export rush and re-export trade. In addition, China's latest financial data may be released this week.</p><p><p style=\"text-align: left;\"><strong>International financial conferences were held intensively, focusing on global economic and policy trends.</strong></p><p><p style=\"text-align: left;\">The IMF and World Bank Annual Meetings will be held in Bangkok from October 12 to 18, where finance ministers, central bank officials, and heads of international financial institutions will discuss issues such as the global economy, inflation, and financial stability. The G20 Finance Ministers and Central Bank Governors Meeting will also be held on October 15, but the specific date is yet to be determined.</p><p><p style=\"text-align: left;\">On Friday, Federal Reserve Chairman Warsh, Bank of England Governor Bailey, and Bank of Canada Governor McCollum will participate in related events. Major central banks' assessments of economic growth, price pressures, and policy outlook may provide new clues for the market to assess subsequent interest rate trends.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9153adf328cdbdfbb656ed3026a6175","relate_stocks":{"QQQ":"纳指100ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SVXY":"做空波动率指数短期期货ETF-ProShares","UVIX":"2倍做多恐慌指数期货ETF",".IXIC":"NASDAQ 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Roadster活動亦值得留意；Anthropic或舉行上市前投資者日，AI企業上市進展備受市場關注。公司業績：美股第三季業績期揭幕，摩根大通、高盛、花旗集團等大型金融機構率先放榜，阿斯麥、台積電接力公布業績，高息環境下的銀行盈利及AI投資需求將迎來考驗。市場休市：周一美股及CME美國國債期貨正常交易，美國債券現貨市場全日休市；日本股市因體育日休市一天。周一（10月12日）財經事件方面，IMF與世界銀行年會在曼谷舉行，會期至10月18日，各國財長、央行官員及國際金融機構負責人將圍繞全球經濟、通脹及金融穩定等議題展開討論；14:00，歐盟各國外長在盧森堡舉行會議，討論俄烏衝突、中東局勢發展，以及歐盟進一步擴大帶來的安全影響。市場休市方面，美股及CME美國國債期貨正常交易，美國債券現貨市場全日休市；日本股市因體育日休市一天。周二（10月13日）經濟數據方面，20:15，美國截至9月26日當周ADP就業人數每周變動出爐；22:00，美國9月二手樓銷售年率公布。財經事件方面，澳洲央行公布9月貨幣政策會議紀要；聯儲局理事沃勒在彭博新經濟論壇發表講話，克利夫蘭聯儲銀行行長哈瑪克亦將於當日發言；油組公布每月原油市場報告；21:00，蘋果在紐約舉行智能家居新品發布會。業績方面，美股摩根大通、高盛、花旗及富國銀行公布第三季業績；聯合健康、強生、達美樂薄餅於美股開市前公布業績。周三（10月14日）經濟數據方面，9:30，中國9月CPI及PPI公布；中午，海關總署公布9月進出口數據；20:30，美國9月CPI及核心CPI出爐。財經事件方面，波士頓聯儲銀行行長柯林斯發表講話；國際能源署（IEA）公布每月原油市場報告；16:30，歐洲央行行長拉加德就歐洲數碼化未來發表講話；17:40，聯儲局理事鮑曼發言。此外，Anthropic或於當日與潛在投資者舉行Pre-IPO投資者日。業績方面，美股美國銀行、摩根士丹利、貝萊德及阿斯麥公布業績。周四（10月15日）經濟數據方面，美國截至10月10日當周首次申領失業救濟金人數、9月零售銷售按月變幅、9月PPI及核心PPI、10月紐約聯儲製造業指數及費城聯儲製造業指數集中公布；美國8月商業庫存按月變幅出爐。財經事件方面，聯儲局公布經濟狀況褐皮書；G20財長及央行行長會議於當日舉行，具體時間待定；Tesla舉行Roadster活動。業績方面，美股台積電公布第三季業績，美國鋁業公司於美股收市後公布業績；港股贛鋒鋰業、中鋁國際及招金礦業公布業績。周五（10月16日）經濟數據方面，20:30，美國9月進口物價指數按月變幅出爐；21:15，美國9月工業生產按月變幅公布。財經事件方面，克利夫蘭聯儲銀行行長哈瑪克發表講話；聯儲局主席沃什出席IMF年會，並與IMF總裁格奧爾基耶娃進行爐邊對談。此外，蘋果iPhone Duo開始接受預訂。財經事件美國通脹數據領銜，年內加息預期迎來關鍵考驗美國9月CPI及核心CPI將於香港時間周三20:30公布。隨着近期就業數據轉弱、聯儲局官員釋出等待更多數據的訊號，市場預期10月28日加息的機會已由此前一度高達70%降至19%，但仍完全反映12月加息25個基點的預期。今次通脹數據或成為影響兩次議息會議利率預期的關鍵。周四，美國9月零售銷售、PPI及核心PPI將與首次申領失業救濟金人數、紐約聯儲及費城聯儲製造業指數集中出爐。消費能否保持韌性、上游價格壓力會否持續，將有助市場判斷通脹主要來自能源供應擾動，還是需求偏強所帶動。聯儲局密集釋出政策訊號，關注沃什如何回應最新數據踏入靜默期前，聯儲局官員將密集發表講話，沃勒、柯林斯、鮑曼及哈瑪克等先後發言，經濟狀況褐皮書亦將於周四公布。其中，主席沃什定於周五11:30在曼谷出席IMF年會，並與IMF總裁格奧爾基耶娃進行爐邊對談。屆時，美國CPI、PPI及零售銷售數據已悉數公布，沃什如何解讀通脹與消費變化，以及其言論會否為12月加息保留空間，將成為市場焦點。9月15日至16日的會議紀要顯示，多數官員認為年底前進一步加息可能合適，但對通脹來源的判斷存在分歧：部分官員着重關注能源價格等供應衝擊，另一些官員則擔心需求與經濟增長偏強，帶來更廣泛的價格壓力。沃勒10月8日表示，若數據符合預期，進一步加息或有助通脹更快回落至2%目標，但毋須連續兩次會議採取行動。這番言論為聯儲局繼續觀察數據留下空間，後續政策步伐仍取決於通脹表現。華爾街大行揭開業績期序幕，高息下的盈利與信貸質素受關注美股第三季業績期將由大型金融機構率先揭幕。摩根大通、高盛、花旗集團及富國銀行於周二放榜，美國銀行、摩根士丹利及貝萊德等將於周三公布業績，銀行盈利表現將成為觀察美國經濟狀況的重要指標。FactSet預計，標普500指數成份股第三季盈利按年增長約29.5%，收入按年增長約12.3%。若符合預期，季度盈利增幅將連續第三次超過25%；此前，該指數成份股已連續七個季度錄得雙位數盈利增長。市場將重點關注淨利息收入、交易及投行業務表現，同時留意信貸損失與消費者開支變化。資本市場業務及信貸需求若保持穩健，有望支持盈利預期；若信貸質素惡化，則可能加深市場對經濟放緩的憂慮。半導體龍頭接力放榜，AI資本開支成市場焦點阿斯麥與台積電將分別於周三、周四公布業績。AI投資持續受到市場關注，兩家公司的訂單表現、產能使用率及後續指引，將為判斷晶片需求和半導體行業景氣提供線索。阿斯麥業績的焦點主要在新增訂單、客戶擴產安排及業績指引。先進製程設備需求若保持強勁，亦可能改善市場對拉姆研究、應用材料等設備供應商的預期。台積電方面，投資者將關注AI晶片訂單、先進製程產能使用率及資本開支計劃。業績與指引能否支持AI基建投資繼續擴張，將影響晶片板塊的盈利預期。不過，美債孳息走勢仍是影響估值的重要因素，即使盈利表現理想，利率上升亦可能限制估值提升空間。Anthropic上市籌備進展受關注，或於本周接觸潛在投資者據彭博於美東時間10月1日引述知情人士報道，Anthropic計劃於10月14日舉行Pre-IPO投資者日，已向部分機構投資者發出邀請，與潛在投資者交流。報道指，公司最快可能於11月9日當周啟動IPO正式推介，並爭取在美國感恩節前掛牌交易。今次投資者活動及後續發行安排，將成為市場觀察其上市進程的重要一環。蘋果聚焦智能家居，新品活動與iPhone 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Duo將於10月16日開始接受預訂，並於10月23日正式發售。此外，Tesla將於10月15日舉行Roadster活動，相關產品動向亦值得留意。中國物價與外貿數據同日出爐，關注內需及出口步伐10月14日9:30，國家統計局將公布9月CPI及PPI。此前，8月CPI按年上升0.8%，PPI按年上升3.8%。最新數據將進一步反映消費及工業品價格變化，為判斷內需與價格回升情況提供線索。當日中午，海關總署將公布9月進出口數據。8月出口按年增長25%、進口按年增長28.2%，後續增速及結構變化值得關注。數據公布適逢美國對華船舶港口費生效，市場將藉此觀察搶出口及轉口貿易的變化。此外，中國最新金融數據或於本周公布。國際金融會議密集舉行，聚焦全球經濟與政策走向IMF與世界銀行年會將於10月12日至18日在曼谷舉行，各國財長、央行官員及國際金融機構負責人將就全球經濟、通脹及金融穩定等議題展開討論。10月15日，G20財長及央行行長會議亦將舉行，具體時間待定。周五，聯儲局主席沃什、英倫銀行行長貝利及加拿大央行行長麥克勒姆將參加相關活動。主要央行對經濟增長、價格壓力及政策前景的判斷，或為市場評估後續利率走勢提供新線索。","news_type":1,"symbols_score_info":{"SVXY":0.6,"VIXY":2,"UVXY":0.6,".DJI":2,"VIX":2,"VIXmain":2,"SQQQ":2,".IXIC":2,"QQQ":2,"VXX":2,"TQQQ":2,"UVIX":0.6,"SVIX":0.6,".SPX":2,"YMmain":2,"NQmain":2,"ESmain":2}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":617238471590032,"gmtCreate":1791673491728,"gmtModify":1791673494931,"author":{"id":"4243209919390032","authorId":"4243209919390032","name":"oscar321hk","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4243209919390032","idStr":"4243209919390032"},"themes":[],"title":"","htmlText":"<a 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