A[Reminder of major capital market events this week (October 8-11): A-shares will open tomorrow; Applied Materials and Samsung Electronics will release financial reports]
1. The three major exchanges in Shanghai, Shenzhen and North China will open as usual from October 8.
2. In terms of economic data, there will be Japan and Germany’s August trade accounts on October 8, the number of people filing for unemployment benefits in the United States last week, and the U.S. wholesale sales data in August, etc. On October 9, there will be the University of Michigan Consumer Confidence Index for October in the United States, and the one-year and five- to ten-year inflation rate expectations for October in the United States.
3. In terms of U.S. stock financial reports, companies that released financial reports on Wednesday included Applied Materials (after the market) and Levi’s (after the market), on Thursday there were PepsiCo (pre-market) and Tilray (before the market), and on Friday there was Delta Air Lines (before the market). In addition, Korean stock Samsung Electronics’ preliminary third-quarter results will be released on October 8.
4. The central bank will launch a 1.2 trillion yuan buyout reverse repurchase operation on October 8 with a period of 3 months.
5. The Ministry of Finance plans to issue special treasury bonds (first phase) funded by central financial institutions in 2026 on October 8. The current treasury bonds are 5-year fixed-rate interest-bearing bonds with a total face value of 150 billion yuan through competitive bidding. There will be no additional bids from Class A members, and the coupon rate will be determined through competitive bidding.
6. According to the latest notice from the airline, starting from October 10, the fuel surcharge for domestic routes will be increased: 90 yuan for flights over 800 kilometers, an increase of 20 yuan from August and September; 50 yuan for flights under 800 kilometers, an increase of 10 yuan from August and September.
7. Kevin Hassett, director of the White House National Economic Council, previously stated on October 2 that “there will be more statements on energy next week.”
8. Growatt plans to increase product prices on October 8, involving string inverters (including grid-connected inverters, energy storage inverters) and energy storage systems (including industrial and commercial energy storage cabinets, household storage systems), with price increases ranging from 5% to 10%.
9. Onsemi recently issued a price increase notice and will implement price adjustments for a wide range of product series. The new prices will take effect on October 10, 2026.
10. Moderna will become a component of the Nasdaq 100 Index before the market opens on October 9 (Friday), replacing Warner Bros. Discovery.
11. The Nobel Prize drawing week is still in progress. The Literature Prize will be announced on October 8 and the Economics Prize will be announced on October 12.
12. The Shanghai Stock Exchange and China Securities Index Co., Ltd. will officially release the SSE Photovoltaic Technology Innovation Leading Index on October 9, 2026. A[Overnight global news you need to know on Saturday: Saudi Arabia plans to attack the Houthi armed forces in Yemen on multiple fronts, G7 will release 100 million barrels of energy, European and American stock markets rose across the board, Nasdaq and Nvidia hit new highs during the session]
1. According to reports, Saudi Arabia plans to launch an offensive against the Houthi armed forces in Yemen, and is expected to launch a multi-front offensive in the next few weeks.
2. Trump said that the United States will not implement a diesel export ban.
3. French President Macron said that the G7 will release up to 100 million barrels of diesel and crude oil reserves within four months.
4. Fed Goolsby said that he would not react strongly to one month's data and would not rule out making any decisions at the next interest rate meeting.
5. Swaps contracts linked to the Fed’s policy rate no longer price in a full 25 basis point rate hike this year.
6. TD Securities expects the Federal Reserve to raise interest rates in December and March, compared with previous expectations of October and January.
7. When talking about U.S. bond yields, Hassett said that a strong economy drives up yields.
8. NVIDIA announced that it will launch DGX SPARK 64GB, which can run up to 100 billion parameter AI models locally.
9. SEC documents show that Qualcomm has submitted a prospectus and plans to resell up to 25 million common shares.
10. Anthropic reportedly plans to expand its cutting-edge engineering team to 10,000 people by 2027.
11. Google announced that Spanner Queues is officially fully open to support transactional messaging in agent workflows.
12. It is reported that the cloud businesses of Microsoft and Amazon will face stricter scrutiny by the European Union.
13. SK Group Chairman Choi Tae-won will sell 2.26% of SK Corp’s shares for approximately 944 billion won. The transaction is expected to be completed on November 2.
14. Pakistan’s Foreign Minister stated on the 2nd that no fees should be charged for passing through the Strait of Hormuz.
15. CME Group withdrew its application to launch an all-weather 10-barrel crude oil futures contract.
16. Trump said that the agreement with South Korea included US$8.4 billion in projects to enhance oil recovery.
17. The number of non-farm employment in the United States increased by 29,000 in September, which is expected to increase by 90,000, and the previous value increased by 162,000.
18. The three major U.S. stock indexes collectively closed higher. The Nasdaq rose 1.19%, setting a new intraday high, rising 0.45% this week, and rising for three consecutive weeks; the S&P 500 rose 0.73%, falling 0.27% this week; the Dow rose 0.49%, falling 1.26% this week. Nvidia hit another intraday high. Major European stock indexes collectively closed higher, with Germany's DAX30 index rising 1.13%.
19. The international crude oil futures settlement price closed down. WTI crude oil futures November contract fell by 1.9%, and has fallen by 1.4% this week; Brent crude oil futures December contract fell by 0.06%, and has fallen by 1.98% this week.
20. COMEX gold futures fell 0.72%, down 3.45% this week; COMEX silver futures fell 0.76%, down 6.31% this week. B[Wednesday (September 30) focuses on financial events and economic data]
①09:30 China’s official manufacturing PMI in September, Australia’s unseasonally adjusted CPI annual rate in August;
②09:45 China’s September RatingDog Manufacturing PMI and September RatingDog Service Industry PMI;
③14:00 UK second quarter GDP annual rate final value, second quarter current account;
④14:45 Initial value of French CPI monthly rate in September;
⑤15:55 The number of unemployed people in Germany after seasonal adjustment in September and the unemployment rate after seasonally adjustment in September;
⑥16:00 Swiss ZEW Investor Confidence Index in September;
⑦20:00 Initial value of German CPI monthly rate in September;
⑧20:15 U.S. ADP employment numbers in September;
⑨20:30 The final value of the annualized quarterly rate of U.S. real GDP in the second quarter, the final quarterly rate of actual personal consumption expenditures in the second quarter, the final annualized quarterly rate of the core PCE price index in the second quarter, the monthly rate of personal expenditures in August, the annual rate of the core PCE price index in August, and the monthly core PCE price index in August;
⑩22:30 EIA crude oil inventory and EIA strategic petroleum reserve inventory in the United States for the week ending September 25;
⑪At 01:30 the next day, Barkin of the Federal Reserve delivered a speech at the event;
⑫At 03:25 the next day, Fed Governor Cook delivered a speech;
⑬At 04:00 the next day, Micron released its financial report after the U.S. stock market closed;
⑭Federal Reserve Goolsby delivered a speech at 05:10 the next day. B[Preview: The 2026 World Internet Conference Wuzhen Summit will be held from November 2 to 5] September 29th, the World Internet Conference held a press conference today (29th). The reporter learned from the press conference that the 2026 World Internet Conference Wuzhen Summit will be held in Wuzhen, Zhejiang Province from November 2 to 5. With the theme of "Open Source, Openness, Co-construction and Sharing - Working Together to Build a Community with a Shared Future in Cyberspace", this Wuzhen Summit will invite representatives from governments, international organizations, enterprises, experts and scholars from around the world to conduct in-depth exchanges around the concept and practice of open source and open development of artificial intelligence from multiple dimensions such as innovative development, security governance, civilizational exchanges, and international cooperation, and jointly explore how to further promote technology openness, innovation collaboration, and achievement sharing in the new stage of rapid development of artificial intelligence.
It is understood that this year’s Wuzhen Summit will also set up 27 sub-forums to conduct exchanges and discussions around topics such as global governance initiatives, cyberspace cooperation, theories and policies in the digital intelligence era, robots and embodied intelligence. The main forum will set up an "Artificial Intelligence Wuzhen Dialogue" session, inviting the world's leading technology companies, heads of well-known open source large model companies, and artificial intelligence scientists to have a dialogue on the same stage, and conduct exchanges around topics such as the construction of a global artificial intelligence open source ecosystem. B[Preview: China Council for the Promotion of International Trade will hold September regular press conference on September 29] September 28th, China Council for the Promotion of International Trade is scheduled to organize a September regular press conference at 10:00 am on September 29 (Tuesday) at the China Council for the Promotion of International Trade auditorium. The main contents of this press conference include: the relevant information of the APEC Business Leaders Summit, the progress of preparations for the China Pavilion at the World Expo in Belgrade, Serbia, measures to promote the construction of the Guangdong-Hong Kong-Macao Greater Bay Area, considerations for promoting economic and trade cooperation between China and the United States, measures to improve the standardization of service trade, highlights of the 19th European Fair, activities of the Global Business and Rule of Law Conference, etc. The global economic and trade friction index in July and the commercial certification data of the National Trade Promotion System in August were released, and reporters' questions were answered on the spot.
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