周一(11月11日)：日本央行10月货币政策会议审议委员意见摘要。①Multiple domestic macroeconomic data are coming, which are worth special attention? ②Alibaba and Tencent will report their third-quarter results, what are the market expectations?
Caifeng News on November 11th (Editor: Feng Yi), Caifeng News brings you the key news of the Hong Kong stock market this week:
Overseas macro
Monday (November 11th): Summary of opinions of the Bank of Japan's October Monetary Policy Meeting.
Tuesday (November 12th): Federal Reserve Board Member Wall to speak at the banking conference; Richmond Fed President Barkin speaks; OPEC releases its monthly crude oil market report.
Thursday (November 14th): U.S. PPI data annually, monthly, initial jobless claims for the week; Kansas Fed President Schmidt, St. Louis Fed President Moulame will speak; ECB minutes of the October monetary policy meeting.
Friday (November 15th): U.S. Federal Reserve Chairman Powell invited to participate in a dialogue entitled "A Global Perspective"; U.S. October retail sales, October industrial output, November New York Fed manufacturing index, etc.
China Macro:
This week, the People's Bank of China's open market will have 84.3 billion yuan of reverse repurchase agreements maturing, with 17.3 billion yuan, 18.3 billion yuan, 17.3 billion yuan, 19.2 billion yuan, and 122 billion yuan maturing from Monday to Friday respectively. In addition, there will be 1450 billion yuan of MLF and 80 billion yuan of national treasury cash deposits maturing on Friday.
In addition, the central bank will irregularly announce financial data such as social financing and new RMB loans for October.
On Friday (November 15): the National Bureau of Statistics will release year-on-year data on total retail sales of consumer goods, year-on-year data on above-scale industrial added value, economic data on real estate development nationwide in October, housing prices in 70 cities, and around the 15th of November, the Energy Bureau will publish data on total electricity consumption for the whole society.
Industry News:
On Tuesday (November 12): NVIDIA will hold an AI summit in Tokyo, Japan on November 12-13, where NVIDIA CEO Jensen Huang will deliver a special speech and have a fireside chat with SoftBank Group CEO Masayoshi Son; the 15th China International Aviation & Aerospace Exhibition will be held in Zhuhai, Guangdong Province from November 12 to 17.
Hong Kong Stock Market News:
On Monday (November 11): Leapmotor and Yue Yuen Ind will release their financial reports.
On Tuesday (November 12): Tencent Music will release its financial report.
On Wednesday (November 13), Tencent and Beigene will release their financial reports.
Morgan Stanley expects Tencent's Q3 revenue to increase by 7% to 165.5 billion yuan year-on-year, with gaming revenue up 12%.
On Thursday (November 14), JD.com and NetEase will release their financial reports.
On Friday (November 15), Alibaba and Lenovo Group will release their financial reports.
The market generally predicts that Alibaba's Q3 revenue will reach 240.037 billion yuan, a 6.78% year-on-year increase from the same period last year; earnings per ADS will be 11.07 yuan, up 2.76% year-on-year.
