下週(10.3-10.9)全球市場大事提醒
週一至週五A股國慶節休市、港股通關閉,週二港股因重陽節休市。

事件方面:
1、歐元區各國外長就如何應對能源價格和通脹居高不下情況下的歐元區經濟形勢將於10月3日(週一)召開會議;
2、英國財政大臣誇滕將於10月3日(週一)在保守黨年度會議上發表講話,此前其“迷你預算”導致英國國債收益率飆升、英鎊暴跌;
3、英國首相特拉斯將於10月5日(週三)在保守黨年度閉門大會上發表講話;
4、第33屆歐佩克+部長級會議將於10月5日(週三)舉行,消息人士稱,歐佩克+將在會議上討論石油減產方案,以遏制近期油價暴跌;
5、歐洲央行將於10月6日(週四)公佈9月貨幣政策會議紀要;
6、10月8日(週六)有5210億7天期逆回購到期和900億元14天期逆回購到期,到期總量為6110億元。
數據方面:
週一:法國9月製造業PMI終值、德國9月製造業PMI終值、歐元區9月製造業PMI終值、美國9月Markit製造業PMI終值、美國9月ISM製造業PMI;
週二:日本9月東京CPI、歐元區8月PPI月率、美國8月JOLTs職位空缺,美國8月工廠訂單月率;
週三:日本9月Markit服務業PMI、法國8月工業產出月率、法國9月服務業PMI終值、德國9月服務業PMI終值、歐元區9月服務業PMI終值、英國9月服務業PMI、美國9月ADP就業人數、美國9月ISM非製造業PMI、美國9月Markit服務業PMI終值;
週四:歐元區8月零售銷售月率、美國至10月1日當週初請失業金人數;
週五:德國8月季調後工業產出月率、美國9月失業率、美國9月季調後非農就業人口、美國9月就業參與率;
週六:中國9月財新服務業PMI、中國9月財新綜合PMI。
央行方面:
週一:日本央行公佈10月貨幣政策會議審議委員意見摘要;
週二:澳洲聯儲公佈利率決議,2022年FOMC票委、堪薩斯聯儲主席喬治發表講話,FOMC永久票委、紐約聯儲主席威廉姆斯發表講話,美聯儲理事傑斐遜發表講話;
週四:歐洲央行公佈9月貨幣政策會議紀要,2024年FOMC票委、亞特蘭大聯儲主席博斯蒂克就堅決抗擊通脹的主題發表講話;
週五:2023年FOMC票委、芝加哥聯儲主席埃文斯發表講話,美聯儲理事麗莎·庫克在彼得森研究所發表講話,2022年FOMC票委、克利夫蘭聯儲主席梅斯特就美國經濟前景發表講話,FOMC永久票委、紐約聯儲主席威廉姆斯參與一項活動的問答環節。

新股方面:
下週有五隻港股新股申購,分別為白德醫療、艾美疫苗、中創新航、潤歌互動、飛天雲動;一隻美股新股申購,為Parazero Technologies。

財報方面:
關於港股,恆生銀行將發佈第三季度業績。

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