Nvidia Earnings, Meituan Results, Jackson Hole Conference: Market Week Ahead
SingTao · 1 SOURCESabout 1 hour ago2 MIN
Summary
The final week of August brings a confluence of market-moving events, as Nvidia prepares to unveil its latest quarterly earnings on Wednesday amid robust AI chip demand, while the global central banking community gathers in Jackson Hole from Thursday through Saturday. Fed Chair Jerome Powell will deliver his first remarks at the annual symposium, with markets craving clarity on the interest rate trajectory following mixed signals from recent Fed minutes and officials' speeches. Hong Kong-listed companies including Meituan, China Life, and the four major mainland state-owned banks will all release results this week, alongside key US economic indicators.
Key Points
- Nvidia (NVDA) will publish quarterly results after market close on Wednesday, with investors focused on AI chip demand and data center business performance
- The Jackson Hole Economic Symposium runs from August 27-29, marking Fed Chair Powell's first appearance at the annual gathering
- Meituan (3690) will release earnings on Friday, with analysts expecting results in line with or slightly above forecasts due to swift recovery in food delivery unit economics
- US PCE inflation data and non-farm payroll annual revisions will be released on Wednesday and Friday respectively, potentially reshaping September Fed rate expectations
- China will publish 1-7 month industrial enterprise profits on August 27, with the prior reading showing 18.7% year-on-year growth
- Additional Hong Kong-listed companies reporting this week include BYD (1211), Old Town Gold (6181), and MiniMax (100)
Why It Matters
With markets volatile amid conflicting signals from Fed officials, Powell's Jackson Hole remarks could set the tone for risk appetite across global markets in September, directly influencing Hong Kong equities and the valuation of AI-linked stocks trading locally .
With markets volatile amid conflicting signals from Fed officials, Powell's Jackson Hole remarks could set the tone for risk appetite across global markets in September, directly influencing Hong Kong equities and the valuation of AI-linked stocks trading locally .