--- title: "Key Events Next Week: US Non-Farm Payrolls, Computex, Unitree IPO Review, Meituan and Broadcom Earnings" type: "News" locale: "en" url: "https://longbridge.com/en/news/288157319.md" description: "In the tech sector, Unitree Technology's IPO will undergo review, and SpaceX will begin its IPO roadshow. Chip giants including NVIDIA, AMD, Intel, and Qualcomm will gather at the Taipei Computex conference, where Jensen Huang will deliver a keynote speech. Microsoft's developer conference is expected to unveil several new AI models. On the earnings front, Meituan, Broadcom, and optical communication leaders Credo and Ciena will report results. Macro-wise, focus will be on US non-farm payrolls, the OPEC+ meeting, and the fifth round of US-Iran talks" datetime: "2026-06-01T00:44:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288157319.md) - [en](https://longbridge.com/en/news/288157319.md) - [zh-HK](https://longbridge.com/zh-HK/news/288157319.md) --- # Key Events Next Week: US Non-Farm Payrolls, Computex, Unitree IPO Review, Meituan and Broadcom Earnings **Overview of Major Financial Events for the Week of June 1 - June 7 (All times in Beijing Time):** **In the tech industry, AI computing power and robotics are the two main resonating themes.** The three chip giants will gather at the Computex conference, with Jensen Huang scheduled to speak 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 is imminent. Additionally, Microsoft's Build 2026 developer conference will be held concurrently in San Francisco, where it is expected to release AI models specialized for coding. Unitree Technology's STAR Market IPO will undergo review on June 1, and SpaceX will begin its IPO roadshow on June 4. **Regarding earnings, the AI supply chain faces concentrated scrutiny.** Meituan's Q1 report, along with results from optical communication leaders Credo and Ciena, and AI infrastructure core player Broadcom, will be released sequentially. The market will use these reports to verify whether the robust demand for AI continues. **On the macro front, the US May non-farm payrolls report is the biggest variable this week.** Market expectations point to a slowdown in job additions; if coupled with wage resilience, this will create new pricing pressure on the Federal Reserve's rate cut path. OPEC+ may announce a production increase of 188,000 barrels per day, requiring close tracking of oil price trends. The fifth round of US-Iran talks may be held on June 5, with geopolitical risks remaining a non-negligible disruptive factor. ## Economic Indicators - **US May Non-Farm Employment Report** The US May Non-Farm Employment report will be released on June 5. The market expects May non-farm payroll additions to slow to around 115,000–130,000, with the unemployment rate expected to remain stable at 4.2%. Wage growth will continue to be a key indicator for measuring inflation stickiness. - **China's May Foreign Exchange Reserves and RatingDog Manufacturing PMI** On June 7, China will announce its May foreign exchange reserves. Previously, the People's Bank of China had increased its gold holdings for eighteen consecutive months. On June 1, China's May RatingDog Manufacturing PMI will be released. Previously, China's April RatingDog Services PMI rose to 52.6, indicating accelerated expansion, with new orders growing for the 40th consecutive month. - **South Korea's May Imports and Exports** Driven by booming demand for AI semiconductors, South Korea's export growth may accelerate in May. Bloomberg estimates year-on-year export growth at 55.5%, higher than April's 48.0%. ## Financial Events - **"Asia's Largest AI Tech Exhibition" Computex: NVIDIA Expected to Showcase New Generation AI Computing Architecture** Computex 2026 in Taipei, China, will be held from June 2 to 5. **Giants including NVIDIA, AMD, Intel, Qualcomm, ARM, and Marvell will gather**, with thousands of exhibitors expected, making it the largest edition in history. Qualcomm CEO Cristiano Amon will take the stage on Monday, followed by speeches from Intel CEO Lip-Bu Tan and Arm CEO Rene Haas. Morgan Stanley expects that **NVIDIA will fully showcase its new generation AI computing architecture centered on the Rubin GPU and Vera CPU at Computex 2026**, focusing on advancing the "lowest cost per token" AI factory solution. On the eve of the Computex conference, NVIDIA jointly posted cryptic messages with Microsoft and Arm, **reinforcing external expectations for its upcoming Windows PC chip.** - **NVIDIA GTC Taipei 2026: Jensen Huang to Deliver Keynote Speech at 11:00 AM on Monday** Prior to Computex, NVIDIA GTC Taipei 2026 will be held at the Taipei International Convention Center from June 1 to 4. **Jensen Huang will deliver a keynote speech at 11:00 AM on June 1, unveiling breakthrough technological advances driving the new generation of AI.** - **Microsoft Annual Developer Conference: Expected to Release a Series of New AI Models** Microsoft will hold its Build 2026 developer conference at Fort Mason in San Francisco from June 2–3, themed around practical applications of frontier AI technologies. It is expected to release a series of new artificial intelligence models, including a code-specialized model to enhance the competitiveness of its coding assistant, GitHub Copilot. This tool once held a first-mover advantage in the AI coding assistance field, but its market share is now being steadily eroded by Cursor and Claude Code. - **Unitree Technology STAR Market IPO Review on June 1** The Listing Review Committee of the Shanghai Stock Exchange is scheduled to hold its 31st review meeting of 2026 on June 1, 2026, to review the initial public offering of Unitree Technology Co., Ltd. - **Report: SpaceX to Begin IPO Roadshow on June 4** According to reports, SpaceX will begin its roadshow on June 4, with a potential listing on Nasdaq as early as June 12. The expected fundraising scale is as high as $80 billion or more, poised to become the largest IPO event in history. - **Next Round of US-Iran Talks May Be Held on June 5** Citing media reports on May 24, CCTV International News reported that sources revealed the next round of talks between the US and Iran might be held on June 5. Once final agreement negotiations begin, both the US and Iran will send their chief negotiators to participate. - **Huawei and Huawei Cloud Series of New Product Launches** The Huawei Cloud INSPIRE Creator Conference will be held from June 4 to 5, where Huawei Cloud will release its full suite of AI products. The Huawei Smart PV 2026 Strategy & New Product Launch will be held in Shanghai on June 3, releasing strategies for smart photovoltaic and energy storage for new power systems, along with next-generation solutions. Huawei will hold the nova 16 series and all-scenario new product launch conference at 14:30 on June 1. - **19th SNEC – Shanghai Photovoltaic Exhibition Held from June 3–5** The 19th (2026) SNEC International Solar Photovoltaic and Smart Energy & Energy Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition (abbreviated as "SNEC PV&ES Expo 2026") will be held in Shanghai from June 3–5. - **Beijing Space Computing Industry Innovation Center to Be Established** The Beijing Satellite Internet Industry Development Conference will be held in Haidian District, Beijing, on June 1. At the conference, Guodian Gaoke will release the current status and future plans for the "Tianqi Constellation" construction and conduct a centralized signing ceremony for the "Tianqi Constellation." Additionally, the conference will officially announce the establishment of the Beijing Space Computing Industry Innovation Center and simultaneously invite participation from all sectors in the Global Space Computing Industry Innovation Conference to be held on June 29–30. - **OPEC+ Oil Producing Countries Meeting** According to Reuters, despite the ongoing hot war in Iran affecting several countries, where actual crude oil delivery channels remain completely interrupted, OPEC+ may agree at its June 7 meeting to increase oil production quotas by 188,000 barrels per day. - **Bank of Japan Governor Kazuo Ueda to Deliver Public Speech** On June 3, Bank of Japan 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 the Diet on June 3. - **US Treasury Secretary Bessent to Attend Senate Hearing on Budget Issues** US Treasury Secretary Bessent will attend a Senate hearing on budget issues on June 3. - **Brazilian Foreign Minister Vieira to Visit China** A spokesperson for the Chinese Ministry of Foreign Affairs announced that, at the invitation of Member of the Political Bureau of the CPC Central Committee and Foreign Minister Wang Yi, Brazilian Foreign Minister Vieira will pay an official visit to China from May 31 to June 2. - **Sumitomo Bakelite Raises Semiconductor Packaging Material Prices by 10%-20%** Prices for "epoxy resin molding compounds for semiconductor packaging" used in semiconductor manufacturing will be increased. The price hike covers the entire SUMIKON™ EME series of epoxy molding compounds for semiconductor packaging, with increases of approximately 10%-20%, effective for shipments starting June 1, 2026. - **Crackdown on "Ghost Takeout": New Regulations on Food Safety Responsibility for Online Catering Service Providers Officially Implemented on June 1** It was learned from a press conference held by the State Administration for Market Regulation that the "Provisions on the Supervision and Administration of Online Catering Service Operators' Implementation of Main Responsibilities for Food Safety" will be officially implemented on June 1. ## Earnings - **Credo, Meituan, Ciena, Broadcom, etc.** On June 1, Meituan will announce its Q1 results and hold a conference call at 7:00 PM that evening. US optical communication leaders Credo and Ciena, along with AI supply chain players Broadcom and C3 AI, will also release their earnings reports sequentially. - **Meituan Q1 Earnings Conference Call** Meituan will announce its financial results for the first quarter ended March 31, 2026, after the market close on June 1, 2026. Additionally, Meituan's conference call for the Q1 2026 financial results will be held at 7:00 PM Hong Kong Time (7:00 AM Eastern Time, June 1, 2026). 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