Next week’s key schedule: China’s inflation and foreign trade data, Oracle AI conference, TSMC and Cambricon financial reports.

Next week’s key schedule: China’s inflation and foreign trade data, Oracle AI conference, TSMC and Cambricon financial reports.

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Overview of major financial events for the week of October 13 to October 19, all times are Beijing Time:

Main focuses next week: Oracle AI Conference, whether the US government can end its shutdown and the release of September CPI, and China’s CPI, PPI, and import/export data will be announced. Next week there will be the IMF/World Bank Summit, where global central banks may focus on the risk of a stock market crash. The Federal Reserve will release the Beige Book reflecting economic conditions across the US. ASML, TSMC, and Samsung Electronics will release their financial reports.

Additionally, the Nobel Prize in Economics winner will be announced. Multiple US investment banks will report earnings, including Goldman Sachs, JP Morgan, Morgan Stanley, Citigroup, and BlackRock. The 2025 World Intelligent Connected Vehicle Conference will also be held in Beijing. Meanwhile, the legal dispute over US tariff policy is expected to see progress.

In terms of official speeches, Federal Reserve Chair Jerome Powell is scheduled to speak on the outlook for the economy and monetary policy next Tuesday. In addition, Fed governors Waller, Michael Barr, Milan, and several regional Fed presidents will also deliver speeches.

Economic Indicators

  • US September CPI

The US September CPI, originally scheduled for October 15, has been postponed to October 24 due to the government shutdown. This data not only affects next year's social security adjustment, but is also a key basis for the Fed’s inflation outlook before the October 28 rate decision meeting. Although inflation remains above target, markets generally expect the Fed to continue interest rate cuts; this CPI data will directly impact the pace and scale of rate cuts.

Wallstreetcn mentioned that according to the US Bureau of Labor Statistics, the crucial September CPI report will be released at 8:30 AM US Eastern Time on October 24, nine days later than originally planned. The new September CPI release also comes just before the Fed’s October 28–29 FOMC policy meeting.

  • China September CPI, PPI

China will release September CPI and PPI data on October 15. Huatai Securities forecasts year-on-year CPI at -0.1%, while CICC predicts -0.3%, both improving from August’s -0.4%. This expectation is mainly due to marginal improvement in non-food items under a low base effect, and core CPI is expected to continue recovering, with service consumption demand underpinning core inflation.

Meanwhile, Huatai expects the PPI YoY decline to further narrow to 2.4%. China’s August PPI has ended its eight-month decline, remaining flat MoM, and the YoY decline narrowed to 2.9%.

  • China September Import/Export

China will release September’s import/export data on October 13. Market agencies have optimistic expectations for export performance this month. Huatai Securities expects September export YoY growth of about 6.0%, and CICC forecasts 7.4%, both accelerating markedly from August’s 4.4%. This is mainly due to a rebound in the global manufacturing cycle, robust exports to non-US regions, and the low base effect.

Financial Events

  • Oracle AI World Conference

Oracle will host the global AI conference (Oracle AI World) from October 13 to 16 in Las Vegas.

At the conference, Oracle is expected to launch the new Oracle AI Database service, deepening its AI strategy and demonstrating to the market its transition from a traditional software giant to a leader in AI infrastructure.

Ahead of the conference, Oracle has shown strong momentum in AI. The company’s recently released Q1 FY2026 report slightly missed analysts’ expectations for revenue and earnings per share, but AI-related remaining performance obligations (RPO) soared to $455 billion, up 359% year-on-year, directly driving the stock to historic highs.

Oracle CTO Larry Ellison emphasized the company’s active deployment in AI-driven cloud demand through innovative offerings such as MultiCloud Database and the upcoming Oracle AI Database.

  • IMF and World Bank Annual Meetings

The 2025 IMF and World Bank annual meetings will be held from October 13 to 18. Global central bank governors will focus on discussing stock market bubbles and the risk of a potential crash. IMF Chief Kristalina Georgieva has already warned that current asset valuations are approaching levels seen during the dot-com bubble 25 years ago; a major market correction could drag down the global economy. The Fed, ECB, and Bank of England have all expressed concerns about high valuations and correction risks.

  • Goldman Sachs Forecast: US Government Shutdown May End by October 15

Wallstreetcn wrote that Goldman Sachs expects that although the US government shutdown may last for several weeks, it is unlikely to extend past the military payday on October 15, as if it continues, active-duty military will miss an entire paycheck.

A major focus of the current bipartisan debate is the healthcare subsidy bill expiring on November 1. Goldman believes that once Trump signals willingness to discuss health topics, Democrats may agree to at least a short-term government reopening.

  • 2025 World Intelligent Connected Vehicle Conference to Be Held in Beijing

Hosted by the Ministry of Industry and Information Technology, the Ministry of Transport, and the Beijing Municipal Government, the 2025 World Intelligent Connected Vehicle Conference will take place in Beijing from October 16 to 18. With the theme “Gathering Wisdom and Energy, Infinite Connectivity,” the conference will share the latest developments in industry, technology, and cooperation globally.

The event will focus on frontier technologies such as artificial intelligence, information communication, data utilization, and chips in the automotive industry, sharing China’s latest advances and trends with officials and experts from various countries. Reports on topics like “vehicle-road-cloud integration” and “AI + automobiles” will be released, and new technologies, products, models, and ecosystems will be showcased.

  • Nobel Prize in Economics Winners Announced

On October 13, the Nobel Prize in Economics winners will be announced.

The much-anticipated 2025 Nobel Prize season will begin on October 6 and continue until October 13. Starting with the Physiology or Medicine prize, the six major awards will be successively announced. This annual event is not only a scientific highlight, but also serves as a key bellwether for future industry trends in capital markets.

Looking back at 2024, artificial intelligence (AI) was the biggest winner, with foundational contributions in machine learning (Physics Prize) and protein structure prediction (Chemistry Prize) being recognized. The market widely expects this trend of focusing on “applied” and “interdisciplinary” research to continue this year. Analysts point out that modern scientific awards are increasingly interdisciplinary—such as the Chemistry Prize often being called the “Science Comprehensive Award.” This means investors need to focus on the disruptive power of technology itself, rather than sticking to traditional academic boundaries.

  • US Appeals Court Rules Most US Tariff Policies Illegal; Additional Tariffs May Remain Until October 14 for Appeal

According to CCTV News, a US appeals court ruled that most of President Trump’s global tariff policies were illegal. The court stated that these additional tariff measures may remain in effect until October 14 so the US government can appeal to the Supreme Court.

It is reported that the federal circuit appeals court in Washington DC ruled that the International Emergency Economic Powers Act does not explicitly grant the US president the power to impose tariffs, and that Trump’s tariffs under this law exceeded his authority. According to media reports, this decision does not affect tariffs the Trump administration imposed under other rules, such as steel and aluminum tariffs.

  • Sharm El-Sheikh Peace Summit to Be Held in Egypt

According to CCTV News, on October 11, the Egyptian presidency announced that the international conference themed “Sharm El-Sheikh Peace Summit” will be held in the Red Sea resort city of Sharm El-Sheikh on October 13. The summit will be jointly hosted by Egyptian President Sisi and US President Trump.

This summit aims to end the Gaza conflict, strengthen efforts toward peace and stability in the Middle East, and open a new chapter for regional security and stability. Reportedly, over twenty national leaders and UN Secretary-General Guterres will attend the summit.

Earnings Reports

  • Cambricon

Amidst a stock price surge above 1,520 yuan regaining the title of “A-share king” and continued market enthusiasm, Cambricon will release its Q3 2025 financial report on October 17. This report will be a key test of whether it can sustain explosive growth.

Wallstreetcn article shows that in the first half, Cambricon's revenue soared 4347.82% year-on-year to 2.881 billion yuan, turning profitable with net profit reaching 1.038 billion yuan. The cloud product line contributed 99.6% of revenue, highlighting its accurate positioning in exploding AI computing demand.

  • Samsung Electronics

On October 14, Samsung Electronics will announce preliminary Q3 2025 results. The market generally expects, thanks to a semiconductor super cycle, its operating profit to surpass 10 trillion won, hitting a new high in over a year. The profit rebound is mainly due to a strong recovery in semiconductor business, especially the surge in generic memory demand for AI servers driving DRAM prices sharply higher. Previously loss-making foundry business losses are expected to narrow significantly, jointly pushing Q3 results above expectations.

  • ASML

The lithography giant ASML will release its Q3 2025 earnings on October 15. Amid soaring high-end chip demand driven by the AI wave, sales are expected to reach 7.4-7.9 billion euros. This optimism is mainly based on its monopoly on high-end EUV litho systems, which are indispensable for manufacturing the 3 nm and 2 nm chips powering AI accelerators and data centers. However, geopolitical risks and trade policy uncertainties remain potential concerns for investors.

  • TSMC

TSMC will announce its Q3 2025 earnings on October 16. Previously, its Q3 revenue was disclosed as 989.92 billion Taiwan dollars, up 30% year-on-year and exceeding market expectations. With global AI chip demand—especially orders from Nvidia, AMD, and others—driving strong performance, the market will focus on profit details and future guidance to verify if AI-driven growth momentum can continue and to provide important clues for the global semiconductor outlook.

Risk Disclosure and DisclaimerThe market involves risks, and investment needs caution. This article does not constitute personal investment advice, nor does it take into account individual users’ special investment goals, financial status, or needs. Users should consider whether any opinions, views, or conclusions in this article are suitable for their particular circumstances. Investing accordingly is at your own risk. ```