A · Important
[Reminder of important events in the capital market next week: China’s CPI and PPI data for September will be released. ASML and TSMC’s financial reports verify whether the growth momentum of AI infrastructure investment can continue]
1. The National Bureau of Statistics will announce September CPI at 09:30 on October 14, with a year-on-year increase of 0.8% in August. The PPI for September was announced on the same day, with a year-on-year figure of 3.8% in August. In addition, September financial data may be released next week.
2. The General Administration of Customs will announce September import and export data at noon on October 14. In August, exports increased by 25% year-on-year and imports increased by 28.2%.
3. The price adjustment window for this round of refined oil products is 24:00 on October 15, and the domestic retail price of gasoline and diesel is expected to be reduced by 270 yuan/ton.
4. Next week (October 12th to October 16th), a total of 37 companies will gradually lift their restricted shares, with a total market value of 42.61 billion yuan. The top three companies in terms of market value after the lifting of the ban are: Shaanxi Energy (23.856 billion yuan), Shougang Holdings-U (3.008 billion yuan), and Dapu Micro-UW (2.673 billion yuan).
5. One new stock will be issued next week. Wenfeng Optoelectronics officially launched the public issuance process on the Beijing Stock Exchange and determined the issuance price to be 11.45 yuan per share. The online subscription date is October 12.
6. The U.S. Bureau of Labor Statistics will announce September CPI at 20:30 on October 14, with the previous value being 3.4% year-on-year. Agencies expect headline inflation to rise, driven in part by higher energy prices. On October 15 (Thursday), the Federal Reserve will release the Beige Book on Economic Conditions.
7. The 2026 Nobel Prize in Economics will be announced on October 12 (Monday) at 17:45 Beijing time.
8. The 140th Canton Fair will be held in Guangzhou from October 15th (Thursday) to November 4th. 64% of exhibitors apply new technologies such as industrial Internet and artificial intelligence.
9. The 26th China International Industrial Expo will be held in Shanghai from October 12 to 16 (Monday to Friday); the 2026 10th International Industrial Internet Conference and the Space Computing Industry Technology Application Ecological Forum will also be held at the same time.
10. The 2026 Artificial Intelligence Industry Conference will be held in Jinan from October 14th to 16th (Wednesday to Friday). The conference has attracted more than 3,000 high-quality companies in subdivided tracks, and more than 50 domestic and foreign industry leaders, including Nvidia, Huawei, ZTE, Haier, Baidu, and Yushu Technology, will make a concentrated appearance.
11. JD.com’s 2026 “Double 11” event is scheduled to launch on October 12 (Monday), and Taobao and Tmall’s “Double 11” event will launch on October 15 (Thursday).
12. Apple announced that it will hold a "Welcome Home" theme event on October 13, and is expected to launch a new generation of Apple TV 4K, HomePod mini, and a new home hub device. iPhone Duo will start pre-sale on October 16th and will be officially launched on October 23rd.
13. Anthropic will hold a Pre-IPO Investor Day with potential investors on October 14, and may launch formal IPO marketing as early as the week of November 9.
14. The Business, Innovation, Science and Trade Committee of the British Parliament has sent letters to Meta, Google, OpenAI and Anthropic, inviting them to attend the AI safety evidence hearing on October 13.
15. Tesla posted on the X platform that the Roadster event has been rescheduled to October 15; the new car may be equipped with an air-conditioned propulsion system from SpaceX.
16. Step Star will officially open source Step 5 Preview on October 15th. Step Terminal will release the first smart phone STEPX Neo on the 13th; Qianwen AI glasses will be released on the 13th. It is rumored that Gemini 4.0, Claude Opus 5.2, and GLM-5.4 will be released, but there is no official announcement.
17. The Q3 earnings season for the U.S. stock market has kicked off. JPMorgan Chase, Goldman Sachs, Citigroup and Wells Fargo will be the first to announce their results on Tuesday, followed by Bank of America, Morgan Stanley and BlackRock on Wednesday. Technology giants ASML and TSMC will also release financial reports on the 15th and 16th.
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