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下週(5.2-5.8)全球市場大事提醒

週一,勞動節,港A股休市;週二,A股因勞動節休市,日股因憲法紀念日休市;週三,A股因勞動節休市,日股因綠之日休市;週四,日股韓股因兒童節休市;週五,港交所北向交易關閉。

事件方面:

1、歐盟緊急能源部長會議將於5月2日(週一)舉行;

2、第28屆歐佩克與非歐佩克產油國部長級會議將於5月5日(週四)舉行;

3、俄羅斯央行稱俄企須5月5日(週四)前啟動從外國股市退市的程序;

4、香港特區第六屆行政長官選舉將於5月8日(週日)9時起投票;

5、下週央行公開市場將有600億元逆回購到期,其中週一至週三為節假日,5月5日(週四)有500億元逆回購到期, 5月6日(週五)100億元到期。下週無MLF到期;

6、下週一共有32家公司13.95億股限售股解禁,解禁市值為296.38億元,環比減少240.25億元。下週四是解禁高峯,解禁規模達254.66億元,佔全周比例的85.93%。具體到個股,下週解禁市值排名前3的是中環股份、北方華創、白雲機場,解禁市值分別為77.57億元、66.83億元、35.57億元。

數據方面:

週一:法國4月製造業PMI終值、德國4月製造業PMI終值、歐元區4月製造業PMI終值、美國4月Markit製造業PMI終值、美國4月ISM製造業PMI;

週二:德國4月季調後失業率、英國4月製造業PMI,歐元區3月PPI月率、歐元區3月失業率、美國3月工廠訂單月率、美國3月JOLTs職位空缺;

週三:歐元區3月零售銷售月率、美國4月ADP就業人數(萬人)、美國4月ISM非製造業PMI、美國至4月29日當週EIA原油庫存(萬桶);

週四:中國4月財新服務業PMI、美國至4月30日當週初請失業金人數(萬人);

週五:美國4月失業率、美國4月季調後非農就業人口(萬人)、美國4月就業參與率;

週六:中國4月外匯儲備(億美元);

央行方面:

週二:澳洲聯儲公佈利率決議;

週四:美聯儲公佈利率決議、美聯儲主席鮑威爾召開貨幣政策新聞發佈會、英國央行公佈利率決議和會議紀要、英國央行行長貝利召開貨幣政策新聞發佈會;

週五:澳洲聯儲公佈貨幣政策聲明、紐約聯儲主席威廉姆斯發表講話、英國央行委員滕雷羅發表講話;

週六:亞特蘭大聯儲主席博斯蒂克發表講話、聖路易斯聯儲主席布拉德和美聯儲理事沃勒發表講話、舊金山聯儲主席戴利發表講話。

新股方面:

下週,新股江蘇華辰(上證主板)將於5月5日公佈中籤結果。另有三隻新股申購,分別為大禹生物(北交所)、中科江南(創業板)、普蕊思(創業板)。

財報方面:

關於港股,澳博控股、百威亞太、百濟神州將發佈業績;

關於美股,穆迪、Nutrien、輝瑞、雅詩蘭黛、AMD、標普全球、英國石油、愛彼迎、星巴克、諾和諾德、優步、莫德納、殼牌、康菲、挪威石油、Shopify、Lucid、DoorDash將發佈業績。

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