Next week's major events: U.S. Nonfarm Payrolls, ComputeX Conference, Unitree IPO review, Meituan and Broadcom earnings reports

Next week's major events: U.S. Nonfarm Payrolls, ComputeX Conference, Unitree IPO review, Meituan and Broadcom earnings reports

June 1 - June 7 Weekly Overview of Major Financial Events, all times are Beijing time: Technology Industry: AI computing power and robotics resonate as dual themes. The three chip giants gather at the Computex conference, with Jensen Huang giving a speech on Monday. Morgan Stanley expects Nvidia to fully showcase its AI factory solution, centered around the Rubin GPU and Vera CPU. On the eve of Computex, Nvidia posted a "teaser": a mysterious PC chip launch is imminent. Meanwhile, the Microsoft Build 2026 developer conference takes place in San Francisco, expected to introduce new AI models for coding. Unitree Robotics' STAR IPO is scheduled for review on June 1, and SpaceX starts its IPO roadshow on June 4. Earnings Reports: The AI industry chain faces concentrated scrutiny. Meituan’s Q1 earnings, leading optical communication companies Credo and Ciena, and AI infrastructure core Broadcom will successively release their results. The market will use these reports to verify whether AI demand remains robust. Macro Level: The US May Non-farm Payrolls report is this week's biggest variable. Market expects new job growth to slow; if wage resilience is added, it could create new pricing pressures on the Fed's rate cut path. OPEC+ may announce an increase of 188,000 barrels/day; oil price trends need close monitoring. The fifth round of US-Iran talks may be held on June 5; geopolitical risk remains a significant disturbance factor. Economic Indicators US May Non-farm Payroll Report The US May NFP report will be released on June 5. Market expects new jobs to slow to around 115,000–130,000; the unemployment rate is expected to remain steady at 4.2%. Wage growth remains a key indicator of inflation stickiness. China’s May Forex Reserves, RatingDog Manufacturing PMI On June 7, China will announce May forex reserves. Previously, China's central bank has increased gold holdings for eighteen consecutive months. On June 1, China’s May RatingDog Manufacturing PMI will be released. In April, RatingDog’s Services PMI accelerated to 52.6, with new orders growing for 40 consecutive months. South Korea May Imports & Exports South Korea’s export growth in May may accelerate, driven by booming demand for AI semiconductors. Bloomberg estimates exports grew 55.5% YoY, higher than April’s 48.0%. Financial Events "Asia’s Largest AI Tech Expo" Computex, Nvidia is expected to showcase new-generation AI computing architecture The Taipei Computex 2026 will take place June 2–5. Nvidia, AMD, Intel, Qualcomm, ARM, Marvell, and other giants will gather, with thousands of exhibitors expected—making it the largest event ever. Qualcomm CEO Cristiano Amon will speak on Monday, Intel CEO Pat Gelsinger and ARM CEO Rene Haas will also give speeches. Morgan Stanley forecasts Nvidia will showcase its new-generation AI computing architecture, centered on Rubin GPU and Vera CPU, focusing on the "lowest per-token cost" AI factory solution. On the eve of Computex, Nvidia, Microsoft, and ARM posted a cryptic teaser, strengthening expectations for Nvidia's upcoming Windows PC chip launch. Nvidia GTC Taipei 2026 Conference, Jensen Huang keynote speech at 11 am Monday Before Computex, Nvidia GTC Taipei 2026 will be held June 1–4 at Taipei International Convention Center. Jensen Huang will deliver a keynote at 11:00 am June 1, unveiling breakthrough technologies powering the new generation of AI. Microsoft Annual Developer Conference, expected to launch a series of new AI models Microsoft Build 2026 will take place June 2–3 at Fort Mason, San Francisco, focusing on practical applications of cutting-edge AI technology. Expected to release new AI models, including a code-focused model to boost GitHub Copilot competitiveness—previously the leader in AI coding assistants but now threatened by Cursor and Claude Code. Unitree Robotics STAR IPO Review on June 1 Shanghai Stock Exchange’s Listing Review Committee will hold its 31st meeting on June 1, 2026, to review Unitree Robotics Co., Ltd. Reports: SpaceX IPO Roadshow starts June 4 SpaceX will start its IPO roadshow June 4, possibly listing on Nasdaq as early as June 12. The expected fundraising scale may reach up to $80 billion or more, potentially becoming the largest IPO ever. Next US-Iran Talks may be held June 5 According to CCTV International News citing media reports from May 24, sources say the next round of US-Iran talks may take place June 5. Once final agreement negotiations begin, the heads of delegations from both countries will participate. Huawei and Huawei Cloud New Product Launch Huawei Cloud INSPIRE conference will be held June 4–5, with full AI product lineup launches. Huawei Smart PV 2026 Strategy & New Product Launch will be held June 3 in Shanghai, introducing new intelligent PV storage strategies and solutions. Huawei will hold the nova16 series and all-scenario product launch event at 14:30 June 1. 19th SNEC—Shanghai PV Expo June 3–5 SNEC 19th (2026) International Solar PV, Smart Energy, Storage & Battery Technology and Equipment (Shanghai) Expo (“SNEC PV&ES Expo 2026”) will be held June 3–5 in Shanghai. Beijing Space Computing Industry Innovation Center to be established Beijing Satellite IoT Industry Development Conference will take place June 1 in Haidian District. Guodian Gaoke will release updates and future plans for the "Tianqi Constellation," with a signing event. The conference will officially announce the establishment of the Beijing Space Computing Industry Innovation Center and invite participation in the Global Space Computing Industry Innovation Conference scheduled for June 29–30. OPEC+ Oil Producing Nations Meeting According to Reuters, despite disruptions from the ongoing Iran war affecting oil deliveries, OPEC+ may agree to raise oil production quotas by 188,000 barrels/day at the June 7 meeting. Bank of Japan Governor Kazuo Ueda public speech On June 3, BOJ Governor Kazuo Ueda will deliver a speech at the "Kisaragi-kai" gathering in Tokyo. Additionally, the Japanese government will submit a supplementary budget bill to parliament on June 3. US Treasury Secretary Becerra Senate hearing on budget issues US Treasury Secretary Becerra will attend a Senate hearing on budget issues on June 3. Brazilian Foreign Minister Vieira to Visit China Chinese Foreign Ministry announced: at the invitation of Wang Yi, member of the Political Bureau of the CPC Central Committee and Minister of Foreign Affairs, Brazilian Foreign Minister Vieira will pay an official visit to China from May 31 to June 2. Sumitomo Electric increases semiconductor packaging materials prices by 10%-20% Sumitomo’s epoxy molding compound for semiconductor packaging, SUMIKON™ EME series, will see price increases of approximately 10%-20%, effective starting June 1, 2026. Regulating ‘Ghost Delivery’: New rules on food safety for online catering services take effect June 1 At the press conference held by the State Administration for Market Regulation, it was announced that the "Supervision and Management Measures for Online Catering Service Operators Implementing Food Safety Main Responsibility" will officially take effect June 1. Earnings Reports Credo, Meituan, Ciena, Broadcom, etc. June 1: Meituan Q1 earnings release and conference call at 7 pm. US optical communication leaders Credo, Ciena, and AI industry players Broadcom, C3 AI will also successively release their financial reports. Meituan Q1 Earnings Call Meituan will release its financial results for Q1 2026 after the close on June 1. The Q1 financial results conference call will take place at 7 pm Hong Kong time (7 am US Eastern time) on June 1, 2026. Next week’s Hong Kong earnings release calendar: Risk Disclosure and Disclaimer Markets are risky, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of any individual user. Users should consider whether any opinions, views, or conclusions in this article suit their circumstances. Investment based on this is at your own risk.