[Reminder of important events in the capital market next week: Sino-US CPI, Russia, the US and Ukraine trilateral talks Anthropic may start an IPO road show] 1. On November 9, China’s October CPI and PPI data will be released. According to CICC Macroeconomics, in terms of prices, the CPI in October may remain at around 0.9% year-on-year. 2. The People's Bank of China has decided to increase the foreign exchange deposit reserve ratio of financial institutions by 2 percentage points starting from November 15, 2026, that is, the foreign exchange deposit reserve ratio will be increased from the current 4% to 6%. 3. Domestic M2, social financing, and new RMB loan data may be announced next week. Huachuang Securities predicts that new social financing in October will be RMB 1 trillion, an increase of RMB 370 billion compared with the same period last year. The growth rate of social financing stock is expected to be around 7.2%. M2 in October is expected to be around 7.3% year-on-year. 4. 10 ETFs have been newly included in the Hong Kong Stock Connect, which will take effect from November 9. The indexes tracked include not only the dividend index in the Hong Kong market, but also different investment themes such as technology and artificial intelligence. 5. The window for this round of oil price adjustment is 24:00 on November 12. The last price adjustment window is at 24:00 on October 29. The prices of domestic gasoline and diesel (standard products) should be increased by 440 yuan and 420 yuan per ton respectively. 6. Next week (November 9th to November 13th), a total of 40 companies will gradually lift their restricted shares. Based on the closing price on November 6th, the total market value of the restricted shares will exceed 44 billion yuan. The top three companies in terms of market value after the lifting of the ban are: Power Investment and Hydropower (12.034 billion yuan), Delijia (8.616 billion yuan), and Xinlian Integration-U (8.237 billion yuan). 7. The U.S. CPI data for October will be released on November 10, and the PPI data will be released on the 13th. Interest rate futures are already pricing in nearly 80% of a rate hike in December. 8. The tripartite talks between Russia, the United States and Ukraine were held in Abu Dhabi from the 10th to the 11th. Trump said that the "grand deal" may involve all of Europe. 9. Anthropic plans to launch a formal IPO road show as soon as the week of November 9. The valuation range currently discussed has dropped to US$1.2 trillion to US$1.3 trillion. 10. South Korea launched the “Cornerstone Investor System”, which allows institutional investors with a commitment to a lock-up period of at least 6 months to obtain share allotment in advance to prevent the stock price from plummeting after the IPO. 11. Baidu World 2026 will be held on November 12 at the National Convention Center Phase II in Beijing. The theme of this conference is "The Next Scene, Intelligent Organizations". 12. The SC26 International Supercomputing Conference will be held in Chicago, USA, from November 15th to 20th. Nvidia will host a special speech by Ian Buck, vice president of supercomputing and ultra-large-scale computing, instead of CEO Jensen Huang. 13. Next week, AI cloud computing service provider CoreWeave, semiconductor equipment manufacturer Applied Materials and network equipment giant Cisco will announce their results one after another. If the financing environment deteriorates or project returns fall short of expectations, the valuation of the AI ​​industry chain may come under further pressure. 14. Hon Hai is expected to announce its latest financial report on November 12. On November 10, TSMC’s monthly sales for October 2026 will be announced.