A · Important
[Reminder of major events in the capital market next week: It is related to the stock market, and a major meeting will be held on Monday; the U.S. mid-term election; non-agricultural and Apple and AMD financial reports will test the expectations of technology stocks] November 1st, the following is a summary of the key capital market schedule for next week (November 2-8) for investors' reference. 1. It is reported that the central bank, the State Administration of Financial Supervision and the China Securities Regulatory Commission will convene a meeting with major banks next Monday to study and optimize the stock repurchase, holdings, and re-lending policies. Industry speculation is that this meeting is likely to be the financial management department preparing to further stabilize the market. 2. The U.S. midterm elections will be held on November 3. The Democrats and Republicans will compete for all 435 seats in the House of Representatives and 35 of the 100 seats in the Senate. The election results may affect U.S. fiscal spending, financial supervision and AI-related policies, especially the regulatory environment facing data center construction. 3. The People's Bank of China will announce China's October gold reserves on November 7, and the State Administration of Foreign Exchange will simultaneously announce October's foreign exchange reserves. 4. The 9th China International Import Expo will be held in Shanghai from November 5th to 10th, and the Hongqiao Forum will be held at the same time. 5. A total of 25 companies will gradually lift their restricted shares next week, with a total of 726 million shares lifted. Based on the closing price on October 30, the total market value of the lifted shares exceeds 12.2 billion yuan. 6. Next week, 1,749 billion yuan of reverse repos will mature in the central bank's open market, of which 1,056 billion yuan, 412 billion yuan, 151 billion yuan, 115 billion yuan, and 15 billion yuan will expire respectively from next Monday to next Friday. In addition, 500 billion yuan of 92-day buyout reverse repos will expire next Thursday. 7. The 24th Annual Semiconductor Packaging and Testing Conference will be held in Nanjing from November 4th to 6th. 8. In addition to the mid-term elections, the U.S. non-farm payrolls report for October to be released next Friday is also the focus of market attention. The market expects the number of new non-farm jobs in the United States to be 55,000 in October, up from 29,000 in September, and the unemployment rate is expected to remain at 4.2%. 9. Next week is a busy week for the US stock market earnings season. More than 130 S&P 500 index companies will announce their results next week, including Apple, AMD, Palantir, Qualcomm, Uber and McDonald's. 10. Switching to winter time from 2 pm on November 1, Beijing time. Starting from November 2 (Monday), international gold and silver and U.S. oil will open at 7:00 Beijing time, and U.S. stocks will open at 22:30 Beijing time. Investors are advised to pay attention. 11. The vote counting for the Israeli Knesset election is over. The Israeli Central Election Commission is expected to officially confirm the final election results and submit them to the president on November 4. 12. Next week, the six regional Fed presidents or voting committees in the United States will appear one after another. Goolsby took the lead in the early hours of Tuesday morning, Hammaker and Barkin took over on Thursday, and Logan, Williams and Musallem finished on Friday. Market concerns remain focused on the policy path in December. 13. Russian presidential assistant Ushakov said that the date of the tripartite negotiations between Russia, the United States and Ukraine will be announced soon, but he did not confirm that the negotiations are scheduled to be held on November 10. 14. According to U.S. news, U.S. President Trump is planning to resume strikes against Iran after the U.S. midterm elections, and the strike may occur as soon as November 4. Overview of important overseas economic events next week (Beijing time): 15. Monday (November 2): US October ISM Manufacturing PMI, US October S&P Global Manufacturing PMI final value, France/Germany/Eurozone October manufacturing PMI final value, UK October manufacturing PMI final value 16. Tuesday (November 3): 2026 U.S. mid-term elections, U.S. JOLTs vacancies in September, the Reserve Bank of Australia announces interest rate resolution and monetary policy statement 17. Wednesday (November 4): U.S. ADP employment in October, U.S. S&P Global Services PMI final value in October, U.S. ISM non-manufacturing PMI in October, Eurozone CPI preliminary value in October, France/Germany/Eurozone services/composite PMI final value in October, the U.S. Treasury Department releases quarterly refinancing announcement 18. Thursday (November 5): The Bank of England releases interest rate resolution, meeting minutes and monetary policy report, and the US Global Supply Chain Stress Index for October 19. Friday (November 6): U.S. non-farm payrolls in October after seasonal adjustment, U.S. unemployment rate in October
Headlines 🕐 2026-11-01 21:38

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