A · Important
[Reminder of important events in the capital market next week: The suspense of the Federal Reserve’s interest rate hike in September is coming to an end, Huawei, Apple, and Xiaomi will collectively launch new products, and the 2026 China Computing Power Conference will be held]
1. The National Bureau of Statistics will release August CPI and PPI data on September 9.
2. The People’s Bank of China will launch a 500 billion yuan three-month buyout reverse repurchase operation on September 7.
3. The 2026 China Computing Power Conference will be held in Langfang from the 11th to the 13th and hosted by the Ministry of Industry and Information Technology, focusing on computing power infrastructure and AI infrastructure.
4. The United States will release August PPI next Thursday and August CPI next Friday; it may directly decide whether the Federal Reserve will raise interest rates in September.
5. Huawei will hold a full-scenario new product launch conference on September 7. The new generation of three-fold flagship mobile phone Huawei Mate XT 2 will be launched.
6. Xiaomi’s autumn flagship new product launch conference is scheduled for 7 pm on September 7, and Xiaomi Pengcheng N70 Pro/N70 Max/N90 Max will be officially launched.
7. Apple will hold its largest product launch event this year at 1 a.m. Beijing time on September 10. The company is preparing to launch a number of new products.
8. Next week, 10 billion yuan of reverse repos will mature in the central bank’s open market. In addition, 500 billion yuan of 92-day outright reverse repos will expire next Monday.
9. Three new stocks will be issued next week. Specifically, the one issued on September 7 was Baireji; the one issued on September 8 was Shengu Group; the one issued on September 10 was China Plastics.
10. A total of 50 companies will gradually lift their restricted shares next week, with a total of 2.882 billion shares lifted. Based on the closing price on September 4, the total market value of the lifted shares is 84.945 billion yuan.
11. According to the "ten working days" principle, the price adjustment window for this round is 24:00 on September 11.
12. The 2026 China International Fair for Trade in Services will be held in Beijing from September 9th to 13th.
13. The 26th China International Fair for Investment and Trade will be held in Xiamen, Fujian Province from September 8th to 11th.
14. Changes to the constituent stocks of the Hang Seng Index, Hang Seng China Enterprises Index, Hang Seng Technology Index and Hang Seng Composite Index will take effect from September 7; changes to the Hang Seng Biotechnology Index will take effect from September 14.
15. The Republican National Committee of the United States is scheduled to hold its first midterm election conference from September 9 to 10, at which Trump and Vance are expected to deliver keynote speeches.
16. The U.S. Treasury Department will at least double the maximum size of a single liquidity support repurchase operation for longer-term nominal interest-bearing Treasury securities to at least US$4 billion, effective September 9.
17. The Canadian government stated that starting from September 8, it will impose counter-tariffs on about 700 U.S. products, with tax rates of 15%, 25% or 50%. At the same time, it will launch an aid plan of 7.5 billion Canadian dollars to support companies and workers affected by the new U.S. tariffs.
18. The European Central Bank will announce its latest interest rate decision next Thursday, and the market is generally expected to raise interest rates by 25 basis points.
19. Anthropic originally planned to submit an IPO prospectus as soon as next week, but it has been postponed to late September. The market values it at a maximum valuation of US$2 trillion, making it expected to rank among the largest IPOs in history.
20. TSMC announced its August revenue report on September 10.
21. Technology companies such as Oracle and Adobe will release financial reports next week.
22. Analog Devices will implement the second round of price adjustments for its entire product portfolio in 2026 starting from September 13.
23. CME Group will expand 100-ounce silver futures to 24-hour trading on September 11.
24. India will host the 18th BRICS Leaders’ Meeting in New Delhi from September 12 to 13, 2026.
25. French President Macron will host the International Space Summit at the Grand Palais in Paris from September 9th to 10th. According to reports, four US aerospace companies, SpaceX, Blue Origin, Stoke Space and Starcloud, have canceled their participation in the conference.
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