Brothers, big events are coming in the United States this week, so be prepared for the Super Week

Monday (November 4): Overall calm. ISM's manufacturing PMI shows that the decline in new orders has narrowed, but the data for September has fallen sharply.

Tuesday (November 5): The US presidential election vote count is open, and Trump and Harris are inseparable. The market's trading logic for the two candidates is repeated, and both sides are betting. The final result is not expected to have a particularly large impact on the market, and will not cause an unexpected shock like in 2016.

The September trade account was announced, and the US GDP in the third quarter showed that trade continued to drag down GDP, and the deficit in September was expected to remain high.

The US ISM's non-manufacturing PMI and S&P Global Services PMI for October were announced. The S&P Global Services PMI was higher than expected, and the ISM Services PMI was also higher than expected for a consecutive period. This time it is expected to show signs of cooling. 10Y US Treasury auction results. After-hours AMD financial report, AMD was previously suspected of financial fraud and its annual report was repeatedly postponed. This week, its stock price plummeted 45%, wiping out last year's gains. The market believes that it may be delisted again or acquired.

Wednesday (November 6): The results of the US election will be announced (if it goes smoothly).

The US Treasury's refinancing plan is not expected to have too many surprises, and will continue the basic pace of issuing more treasury bonds.

After-hours Qualcomm and ARM financial reports. Semiconductor stocks performed weakly this week. Qualcomm benefited from the shipment of Snapdragon 8 Extreme Edition, and this quarter's financial report may be expected; while ARM's previous financial report fell sharply, and it was considered overvalued. It also had a war of words with Qualcomm, saying that it would cancel Qualcomm's authorization. #美国大选后涨或跌？