小龙先生|11月 15, 2026 02:50
Next week, global markets will face three major setbacks simultaneously.
November 17th (Tuesday): US October retail sales data released + Nvidia earnings report.
Nvidia Q3 earnings report, released after market close. This is the first time interim CEO Kress has faced Wall Street since Jensen Huang's departure. She must answer questions like "Where is Jensen Huang?" and "What are the succession plans?" in the conference call.
November 18th (Wednesday): APEC Leaders' Informal Meeting held in Shenzhen.
Anthropic sets its IPO price, with a potential valuation of up to $1.4 trillion.
Tencent releases its earnings report.
November 19th (Thursday): The Federal Reserve releases the minutes of its October meeting, providing the final clues to the December rate hike path.
Anthropic officially lists on Nasdaq; the pricing anchor for the AI primary market will be revealed this week.
November 20th (Friday): China's November LPR (Loan Prime Rate) released.
Nvidia earnings report, Anthropic IPO, Fed minutes.
Three events crammed into three days.
Jensen Huang is gone; the pricing power of AI narratives will be put to the test next week.
Fasten your seatbelts.
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