BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-asco-2026-annual-meeting@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260529T130000Z
DTEND:20260529T133000Z
SUMMARY:ASCO会议肿瘤临床数据集中披露窗口
DESCRIPTION:ASCO 2026于2026年5月29日至6月2日在芝加哥举行。本轮按活动级事件聚合，重点纳入已核验的中国创新药出海与全球肿瘤竞争格局相关主体，包括百利天恒/SystImmune BL-B01D1与ADC管线、康方生物ivonescimab、信达生物IBI363、恒瑞医药、科伦博泰sac-TMT/A400/SKB500、BioNTech/BMS BNT327以及Merck Keytruda/ADC组合数据。\\nImpact score: 87\\nExpected: 市场将围绕PD-1/VEGF、ADC、TROP2、IL-2融合蛋白等方向重估中国创新药出海、授权交易和全球肺癌/乳腺癌竞争格局。\\nAffected: 9926.HK(subject\, mixed\, score 88)\; BNTX(subject\, mixed\, score 86)\; IDYA(subject\, unknown\, score 86)\; 688506.SH(subject\, mixed\, score 86)\; IMNM(subject\, mixed\, score 84)\; COGT(subject\, unknown\, score 82)\\nSources: ASCO Annual Meeting: https://www.asco.org/annual-meeting\\nASCO 2026 call for papers: https://asco.confex.com/asco/2026/cfp.cgi\\nCogent ASCO PEAK press release: https://investors.cogentbio.com/news-releases/news-release-details/cogent-biosciences-announces-oral-presentation-positive-phase-3\\nLegend Biotech ASCO announcement: https://www.stocktitan.net/news/LEGN/legend-biotech-announces-presentations-at-asco-pc24r3vapd97.html\\nTipRanks Legend ASCO summary: https://www.tipranks.com/news/company-announcements/legend-biotech-to-showcase-new-car-t-data-at-asco-2026\\nBioNTech ASCO 2026 press release: https://www.biontech.com/int/en/home/mediaroom/news/press-releases/2026/05/BioNTech-to-Showcase-Progress-Across-Late-Stage-Oncology-Pipeline-at-the-2026-ASCO-Annual-Meeting.html\\nBMS ROSETTA Lung-02 data release: https://news.bms.com/news/corporate-financial/2026/Global-Data-for-BioNTech-and-Bristol-Myers-Squibbs-PD-L1xVEGF-A-Bispecific-Pumitamig-Shows-Encouraging-Efficacy-in-Patients-with-Non-Small-Cell-Lung-Cancer-in-ROSETTA-Lung-02-Trial-2026-TW53rMYYjx/default.aspx\\nIDEAYA ASCO late-breaking announcement: https://www.streetinsider.com/Press%2BReleases/IDEAYA%2BBiosciences%2BAnnounces%2BLate-Breaking%2BAbstract%2BOral%2BPresentation%2Bat%2BASCO%2B2026%2Bto%2BProvide%2BComplete%2BData%2Bfrom%2BPhase%2B23%2BRegistrational%2BTrial%2B%28OptimUM-02%29%2Bof%2BDarovasertib%2Bin%2BCombination%2Bwith%2BCrizoti/26341832.html\\nStockTitan IDEAYA schedule: https://www.stocktitan.net/news/IDYA/ideaya-biosciences-announces-late-breaking-abstract-oral-i3z0urozsiv4.html\\nIDEAYA ASCO late-breaking press release: https://ir.ideayabio.com/2026-04-21-IDEAYA-Biosciences-Announces-Late-Breaking-Abstract-Oral-Presentation-at-ASCO-2026-to-Provide-Complete-Data-from-Phase-2-3-Registrational-Trial-OptimUM-02-of-Darovasertib-in-Combination-with-Crizotinib-in-1L-HLA-A2-Negative-Metastatic-Uveal-Mel\\nBusiness Wire Immunome ASCO selection: https://www.businesswire.com/news/home/20260421372136/en/Immunome-Announces-Oral-Presentation-of-Phase-3-RINGSIDE-Data-at-2026-ASCO-Annual-Meeting\\nBarchart Immunome detailed ASCO data: https://www.barchart.com/story/news/2215252/immunome-announces-detailed-phase-3-ringside-data-for-varegacestat-in-adults-with-progressing-desmoid-tumors-at-the-2026-asco-annual-meeting\\nMerck ASCO 2026 oncology update: https://www.nasdaq.com/press-release/merck-highlights-new-long-term-data-and-advancements-across-broad-oncology-portfolio\\nMerck ASCO investor event: https://www.merck.com/events/investor-event-at-asco-2026/\\nMerck ASCO 2026 release: https://www.merck.com/news/merck-highlights-new-long-term-data-and-advancements-across-broad-oncology-portfolio-and-pipeline-research-at-asco-2026/\\nASCO 2026 meeting room application: https://events.jspargo.com/ASCO26/CUSTOM/PDF26/ASCO2026MeetingRoomApp.pdf\\nASCO 2026 registration: https://rah.asco.org/am2026/reg/reg_membertypeselection.asp\\nSystImmune ASCO 2026 release: https://www.prnewswire.com/news-releases/new-clinical-data-for-izalontamab-brengitecan-and-novel-adc-pipeline-to-be-presented-at-asco-2026-302778774.html\\nAkeso ASCO 2026 release: https://www.prnewswire.com/news-releases/over-40-studies-featuring-akesos-innovative-oncology-agents-to-be-presented-at-asco-2026-ivonescimabs-harmoni-6-overall-survival-data-selected-for-plenary-session-302781500.html\\nInnovent ASCO 2026 IBI363 release: https://www.nasdaq.com/press-release/innovent-present-new-clinical-data-ibi363pd-1-il-2a-biased-bispecific-fusion-protein\\nHengrui ASCO 2026 preview: https://www.hengrui.com/media/detail-943.html\\nKelun-Biotech ASCO 2026 oral presentations: https://www.prnewswire.com/news-releases/kelun-biotech-announces-three-clinical-study-results-selected-for-oral-presentations-at-2026-asco-annual-meeting-302749495.html\\nInnovent ASCO 2026 release: https://www.prnewswire.com/news-releases/innovent-to-present-new-clinical-data-of-ibi363pd-1il-2-biased-bispecific-fusion-protein-at-the-2026-asco-annual-meeting-302748980.html\\nKelun-Biotech ASCO 2026 release: https://www.prnewswire.com/apac/zh/news-releases/2026-asco--32026-302749476.html\\nBMS BioNTech ASCO 2026 release: https://investors.bms.com/iframes/press-releases/press-release-details/2026/Global-Data-for-BioNTech-and-Bristol-Myers-Squibbs-PD-L1xVEGF-A-Bispecific-Pumitamig-Shows-Encouraging-Efficacy-in-Patients-with-Non-Small-Cell-Lung-Cancer-in-ROSETTA-Lung-02-Trial/default.aspx\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-asco-2026-annual-meeting
CATEGORIES:conference\,US\,ASCO\,oncology\,clinical-data\,clinical data\,conference\,CAR-T\,CARVYKTI\,DLL3\,investor event\,NSCLC\,bispecific antibody\,BNT327\,BMS-986545\,late-breaking\,Phase 2/3\,uveal melanoma\,darovasertib\,GIST\,Phase 3\,bezuclastinib\,oral abstract\,varegacestat\,desmoid tumors\,Keytruda\,中资创新药\,ADC\,肿瘤临床数据\,PD-1\,VEGF\,创新药出海
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: ASCO会议肿瘤临床数据集中披露窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: ASCO会议肿瘤临床数据集中披露窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-icra-2026-vienna-robotics-automation@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260601T010000Z
DTEND:20260601T013000Z
SUMMARY:机器人与自动化行业活动窗口
DESCRIPTION:IEEE ICRA 2026于6月1日至5日在维也纳举行，是机器人与自动化领域旗舰学术会议，可能集中披露具身智能、机器人基础模型、运动控制、传感器融合与工业自动化研究进展。\\nImpact score: 85\\nExpected: 观察基础模型、机器人操作、移动机器人、感知与控制方向的论文和产业展示是否强化机器人产业链定价预期。\\nAffected: 300024.SZ(peer\, mixed\, score 78)\; 09880.HK(peer\, mixed\, score 76)\; 159770.SZ(etf\, mixed\, score 73)\; BOTZ(etf\, mixed\, score 68)\; 002050.SZ(supplier\, mixed\, score 66)\; ROBO(etf\, mixed\, score 64)\\nSources: IEEE ICRA 2026 official about page: https://2026.ieee-icra.org/about/\\nIEEE Robotics and Automation Society event listing: https://www.ieee-ras.org/event/2026-ieee-international-conference-on-robotics-and-automation-icra-57385/\\nOrganizer/service page for Guangzhou intelligent equipment and robot exhibition: https://www.gz-hz.com.cn/\\nIRE 2026 exhibition PDF: https://seaigz.com/gw/sctu/202511281119096623.pdf\\nSIEAR 2026 official site: https://www.siearexpo.com/\\nSSE listing review meeting announcement PDF: https://static.sse.com.cn/stock/disclosure/announcement/c/202605/000001_20260525_5QYJ.pdf\\nSSE English news release on Unitree IPO review: https://english.sse.com.cn/news/newsrelease/voice/c/c_20260526_10819716.shtml\\nUnitree draft prospectus document: https://dataclouds.cninfo.com.cn/sjother2/documents/2026/2026-05-25/3d7fc0538abe281340a95c9c77a90525.pdf\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-icra-2026-vienna-robotics-automation
CATEGORIES:conference\,ETF\,ICRA\,robotics\,automation\,embodied AI\,IRE2026\,人形机器人\,工业自动化\,华南供应链\,SIEAR 2026\,具身智能\,核心零部件\,A股机器人\,宇树科技\,IPO\,科创板
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 机器人与自动化行业活动窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 机器人与自动化行业活动窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-nhsa-2026-nrdl-commercial-innovative-drug-catalog-application@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260601T010000Z
DTEND:20260601T013000Z
SUMMARY:2026年国家医保目录及商保创新药目录调整申报窗口开启
DESCRIPTION:国家医保局发布2026年医保药品目录及商业健康保险创新药品目录调整相关文件，并明确2026年6月1日至6月10日开通网上申报系统。本次调整涉及创新药、续约、竞价和商保创新药目录衔接，对A/H创新药、仿制药和中成药板块具备行业级定价影响。\\nImpact score: 83\\nExpected: 申报名单、资格审核和后续谈判预期会影响创新药销售峰值、支付可及性和续约降价预期。\\nAffected: 600276.SH(theme\, mixed\, score 78)\; 9926.HK(theme\, mixed\, score 80)\; 1801.HK(theme\, mixed\, score 78)\; 6990.HK(theme\, mixed\, score 72)\; 1177.HK(theme\, mixed\, score 70)\; 512170.SH(etf\, mixed\, score 66)\\nSources: 国家医保局正式文件发布: https://www.nhsa.gov.cn/art/2026/5/31/art_109_20816.html\\n国家医保局方案解读实录: https://www.nhsa.gov.cn/art/2026/5/26/art_14_20707.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-nhsa-2026-nrdl-commercial-innovative-drug-catalog-application
CATEGORIES:policy\,CN\,医保目录\,创新药\,商保创新药目录\,药品支付
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 2026年国家医保目录及商保创新药目录调整申报窗口开启
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 2026年国家医保目录及商保创新药目录调整申报窗口开启
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-computex-2026-ai-semiconductor-ecosystem@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260601T030000Z
DTEND:20260601T033000Z
SUMMARY:COMPUTEX 2026与NVIDIA GTC Taipei AI半导体生态窗口
DESCRIPTION:COMPUTEX 2026与NVIDIA GTC Taipei集中展示AI服务器、GPU生态、边缘AI、先进封装和台湾半导体供应链主题，可能影响AI算力和半导体产业链预期。\\nImpact score: 86\\nExpected: 观察NVIDIA机器人基础模型、仿真训练、操作策略和人形机器人路线是否形成可交易的产业链预期，而非单一论文影响。\\nAffected: NVDA(subject\, mixed\, score 92)\; TSM(supplier\, mixed\, score 84)\; MRVL(subject\, mixed\, score 78)\; SOXX(etf\, mixed\, score 75)\; QCOM(subject\, mixed\, score 72)\; QQQ(etf\, mixed\, score 65)\\nSources: NVIDIA GTC Taipei at COMPUTEX 2026: https://www.nvidia.com/en-us/events/computex/\\nCOMPUTEX 2026 official news: https://www.computextaipei.com.tw/en/news/5F511A9E6A5A8E05/info.html?cr=8&lt=data\\nCOMPUTEX Keynote and Forum 2026: https://events.computextaipei.com.tw/\\nNVIDIA at ICRA 2026: https://www.nvidia.com/en-us/events/icra/\\nCOMPUTEX official news: https://www.computextaipei.com.tw/en/news/8F914C77B6AF77A5/info.html?cid=news&cr=5&lt=data\\nNVIDIA GTC Taipei at COMPUTEX: https://www.nvidia.com/en-tw/gtc/taipei/computex/\\nMarvell COMPUTEX keynote: https://www.marvell.com/company/newsroom/marvell-keynote-computex-2026-future-of-scaling-ai-depends-on-connectivity.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-computex-2026-ai-semiconductor-ecosystem
CATEGORIES:conference\,ETF\,COMPUTEX\,GTC Taipei\,AI服务器\,半导体\,边缘AI\,先进封装\,AI infrastructure\,AI factory\,semiconductor
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: COMPUTEX 2026与NVIDIA GTC Taipei AI半导体生态窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: COMPUTEX 2026与NVIDIA GTC Taipei AI半导体生态窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-esa-scylight-2026-optical-satellite-comms@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260601T080000Z
DTEND:20260601T083000Z
SUMMARY:ESA ScyLight Conference 2026光学与量子卫星通信产业窗口
DESCRIPTION:ESA商业化平台确认第九届ScyLight Conference于2026年6月1日至4日在西班牙Tenerife举行，聚焦光学与量子通信、在轨通信技术和欧洲/加拿大卫星通信生态。\\nImpact score: 78\\nExpected: 观察光通信/量子通信卫星生态、欧洲卫星通信项目和相关商业航天链条的技术路线与合作信号。\\nAffected: ASTS(theme\, unknown\, score 72)\; IRDM(theme\, unknown\, score 66)\; ARKX(etf\, unknown\, score 68)\\nSources: ESA Commercialisation Gateway ScyLight Conference 2026: https://commercialisation.esa.int/event/scylight-conference-2026/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-esa-scylight-2026-optical-satellite-comms
CATEGORIES:conference\,ETF\,ESA\,ScyLight\,光通信\,量子通信\,卫星互联网\,商业航天
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: ESA ScyLight Conference 2026光学与量子卫星通信产业窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: ESA ScyLight Conference 2026光学与量子卫星通信产业窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-hk-meituan-q1-2026-results@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260601T110000Z
DTEND:20260601T123000Z
SUMMARY:美团2026年一季度业绩发布与电话会
DESCRIPTION:美团公告将于2026年6月1日港股收市后发布截至2026年3月31日的一季度财务业绩，并于当日19:00香港时间举行电话会。\\nImpact score: 78\\nExpected: 市场将关注即时零售、到店酒旅、外卖补贴强度、利润率与管理层对竞争格局的表述。\\nAffected: 03690.HK(subject\, unknown\, score 82)\; 02800.HK(etf\, unknown\, score 50)\; 0700.HK(peer\, mixed\, score 42)\\nSources: Meituan Investor Relations: https://www.meituan.com/en-US/investor-relations\\nHKEX Board Meeting Notifications: https://www3.hkexnews.hk/reports/bmn/ebmn.htm\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-hk-meituan-q1-2026-results
CATEGORIES:earnings\,HK\,港股财报\,本地生活\,互联网平台
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美团2026年一季度业绩发布与电话会
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美团2026年一季度业绩发布与电话会
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-nvcr-trident-q2-2026-gbm-readout@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260601T130000Z
DTEND:20260601T133000Z
SUMMARY:Novocure TRIDENT三期新诊断GBM顶线数据读出窗口
DESCRIPTION:Novocure在一季报中确认TRIDENT三期试验新诊断胶质母细胞瘤顶线数据预计于2026年二季度读出。该试验验证TTFields是否可前移至放疗同步阶段，结果可能影响肿瘤电场治疗平台和GBM治疗路径预期。\\nImpact score: 74\\nExpected: 顶线数据将验证TTFields前移治疗策略，对NVCR及医疗器械肿瘤治疗平台预期有二元影响。\\nAffected: NVCR(subject\, unknown\, score 86)\; XBI(etf\, mixed\, score 55)\; MRK(peer\, mixed\, score 40)\\nSources: Novocure Q1 2026 results: https://investor.novocure.com/news-releases/news-release-details/novocure-reports-first-quarter-2026-financial-results\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-nvcr-trident-q2-2026-gbm-readout
CATEGORIES:guidance\,US\,GBM\,Phase 3\,TTFields\,clinical readout
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Novocure TRIDENT三期新诊断GBM顶线数据读出窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Novocure TRIDENT三期新诊断GBM顶线数据读出窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-dell-bofa-tech-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260602T154000Z
DTEND:20260602T161000Z
SUMMARY:BofA 2026全球科技会议半导体与AI硬件产业链观察窗口
DESCRIPTION:BofA全球科技会议集中覆盖AI算力、半导体设备、模拟芯片、服务器和资本开支评论；相关参会公司和产业链标的已合并到影响标的中：NVDA\, DELL\, AMAT\, ADI\, QQQ\, TSM\, SMCI\, AMD。\\nImpact score: 81\\nExpected: 市场关注AI服务器收入、订单积压、GPU供应、系统毛利率和全年收入指引可信度。\\nAffected: NVDA(subject\, unknown\, score 78)\; DELL(subject\, unknown\, score 72)\; AMAT(subject\, unknown\, score 64)\; SOXX(etf\, mixed\, score 64)\; AVGO(peer\, mixed\, score 62)\; ADI(subject\, unknown\, score 58)\\nSources: Dell Technologies IR events page: https://delltechnologies.gcs-web.com/\\nDell Technologies IR press release: https://www.businesswire.com/news/home/20260521822083/en/Dell-Technologies-to-Present-at-Investor-Conference-in-June\\nApplied Materials investor conference announcement: https://investors.appliedmaterials.com/node/29161/pdf\\nAnalog Devices press release: https://www.analog.com/en/newsroom/press-releases/2026/5-21-2026-adi-participate-in-bank-of-america-global-tech-conf.html\\nNVIDIA IR event: https://investor.nvidia.com/events-and-presentations/events-and-presentations/event-details/2026/BofA-Securities-Global-Technology-Conference-2026-2026-MJH1Ebjp0z/default.aspx\\nDell Technologies event page: https://investors.delltechnologies.com/events/event-details/dell-technologies-bank-america-global-technology-conference\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-dell-bofa-tech-2026
CATEGORIES:conference\,US\,AI server\,infrastructure\,conference\,OEM\,investor_day\,semicap\,AI capex\,analog semiconductors\,guidance\,AI\,data center\,GPU\,BofA Global Technology\,AI服务器\,数据中心
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: BofA 2026全球科技会议半导体与AI硬件产业链观察窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: BofA 2026全球科技会议半导体与AI硬件产业链观察窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-snowflake-investor-day-summit-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260602T160000Z
DTEND:20260602T163000Z
SUMMARY:Snowflake Investor Day 2026与Summit企业AI数据云指引窗口
DESCRIPTION:Snowflake将在2026-06-02举行Investor Day，并于2026-06-01至06-04举办Snowflake Summit 26。事件聚焦企业AI、agentic workloads、数据云消费趋势和中长期增长模型，可能影响云软件与AI应用板块。\\nImpact score: 74\\nExpected: 关注产品收入增速、AI数据云消费、云基础设施成本、长期营业利润率和自由现金流目标，以及合作伙伴生态和agentic AI产品商业化进度。\\nAffected: SNOW(subject\, unknown\, score 82)\; DDOG(peer\, mixed\, score 45)\; MDB(peer\, mixed\, score 45)\; IGV(etf\, mixed\, score 48)\\nSources: Snowflake IR Investor Day: https://investors.snowflake.com/events-and-presentations/event-details/2026/Snowflake-Investor-Day-2026-2026-kYc5urlnYO/default.aspx\\nSnowflake Summit 26: https://www.snowflake.com/en/summit/best-of-summit/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-snowflake-investor-day-summit-2026
CATEGORIES:investor_day\,US\,investor day\,enterprise AI\,data cloud\,guidance
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Snowflake Investor Day 2026与Summit企业AI数据云指引窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Snowflake Investor Day 2026与Summit企业AI数据云指引窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-snec-es-battery-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260603T010000Z
DTEND:20260603T013000Z
SUMMARY:SNEC PV&ES/ES+ 2026光伏储能与电池产业窗口
DESCRIPTION:SNEC ES+与SNEC光伏储能展在上海集中召开，覆盖储能系统、电池技术、光伏储能集成、储能供应链与海外订单线索；已在现有快照中出现，本次沿用同一eventId并聚合为活动级事件。\\nImpact score: 75\\nExpected: 关注大储订单、系统价格、海外认证、钠电/固态/高倍率电池展示、PCS与温控供应链，以及龙头企业对2026年储能需求和价格的口径。\\nAffected: 300750.SZ(subject\, mixed\, score 82)\; 300274.SZ(subject\, mixed\, score 72)\; 002812.SZ(supplier\, mixed\, score 62)\; KARS(etf\, mixed\, score 61)\; 002459.SZ(supplier\, mixed\, score 52)\; 002466.SZ(supplier\, mixed\, score 42)\\nSources: SNEC ES+ Expo官网: https://www.energystorageexpo.org/\\nStäubli SNEC 2026页面: https://www.staubli.com/us/en/news/global/2026/snec-2026.html\\nSNEC ES+ official time and venue: https://www.energystorageexpo.org/channel/f7364dad-64ab-6c6a-cdea-923be9beb2e7\\nSNEC ES+ official site: https://www.snec-es.com/\\nSNEC PV & ES official China site: https://snec-es.com.cn/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-snec-es-battery-2026
CATEGORIES:conference\,CN\,储能\,电池\,SNEC\,钠离子电池\,动力电池\,光伏储能\,电池供应链
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: SNEC PV&ES/ES+ 2026光伏储能与电池产业窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: SNEC PV&ES/ES+ 2026光伏储能与电池产业窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-honeywell-aerospace-investor-day-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260603T150000Z
DTEND:20260603T200000Z
SUMMARY:Honeywell Aerospace Investor Day与HONA分拆上市财务模型窗口
DESCRIPTION:Honeywell Aerospace将在2026-06-03举行Investor Day，披露分拆后战略、增长前景和财务模型。该业务预计成为大型纯航空航天与防务上市公司，可能影响工业、航空航天和国防军工估值对标。\\nImpact score: 69\\nExpected: 关注HONA收入增长、利润率、自由现金流、资本结构、分拆时间表、商用航空售后和防务/航天订单敞口。\\nAffected: HON(subject\, unknown\, score 76)\; HONA(subject\, unknown\, score 74)\; RTX(peer\, mixed\, score 46)\; ITA(etf\, mixed\, score 44)\\nSources: Honeywell Form 10 and Investor Day release: https://investor.honeywell.com/news-releases/news-release-details/honeywell-announces-filing-form-10-registration-statement\\nHoneywell IR event listing: https://honeywell.gcs-web.com/investor-relations\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-honeywell-aerospace-investor-day-2026
CATEGORIES:investor_day\,US\,investor day\,spin-off\,aerospace\,defense
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Honeywell Aerospace Investor Day与HONA分拆上市财务模型窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Honeywell Aerospace Investor Day与HONA分拆上市财务模型窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-avgo-fy26q2-earnings@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260603T210000Z
DTEND:20260603T220000Z
SUMMARY:Broadcom FY2026 Q2财报与AI半导体业务展望电话会
DESCRIPTION:Broadcom将发布FY2026 Q2业绩和业务展望。由于公司在定制AI加速器、AI网络和超大云客户供应链中的地位，其AI收入、订单能见度和网络芯片需求可能影响AI ASIC、交换芯片、光互联和半导体ETF定价。\\nImpact score: 89\\nExpected: 重点验证AI semiconductor收入、定制AI芯片客户扩张、AI networking增速、毛利率与全年AI需求可见度。\\nAffected: AVGO(subject\, unknown\, score 92)\; SOXX(etf\, mixed\, score 76)\; MRVL(peer\, mixed\, score 76)\; NVDA(peer\, mixed\, score 72)\; TSM(supplier\, mixed\, score 70)\; AMD(peer\, mixed\, score 60)\\nSources: Broadcom Investor Relations Q2 2026 earnings call: https://investors.broadcom.com/events/event-details/q2-2026-broadcom-earnings-conference-call\\nBroadcom Q2 FY2026 earnings date: https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announce-second-quarter-fiscal-year-2026-financial\\nBroadcom investor center: https://investors.broadcom.com/\\nBroadcom Q1 FY2026 results PDF: https://investors.broadcom.com/node/63976/pdf\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-avgo-fy26q2-earnings
CATEGORIES:earnings\,US\,earnings\,guidance\,AI capex\,data center\,semiconductor\,AI\,ASIC\,Broadcom\,AI ASIC\,AI networking\,hyperscaler
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Broadcom FY2026 Q2财报与AI半导体业务展望电话会
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Broadcom FY2026 Q2财报与AI半导体业务展望电话会
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-fda-cnpv-public-meeting-june-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260604T130000Z
DTEND:20260604T133000Z
SUMMARY:FDA Commissioner’s National Priority Voucher试点公开会议与意见征集窗口
DESCRIPTION:FDA将于2026-06-04举行CNPV试点公开会议，并接受书面意见至2026-06-29。该机制涉及超快速审评、资格标准、申请人责任、预提交要求和审评程序，可能影响罕见病、肿瘤和战略性生物医药资产的监管路径预期。\\nImpact score: 77\\nExpected: 会议和评论期可能改变市场对FDA快速审评弹性、罕见病/肿瘤资产审批周期和监管风险溢价的判断。\\nAffected: XBI(etf\, mixed\, score 76)\; IBB(etf\, mixed\, score 70)\; MRK(theme\, mixed\, score 62)\; BNTX(theme\, mixed\, score 66)\\nSources: FDA CNPV public meeting notice: https://www.fda.gov/news-events/press-announcements/fda-schedules-public-meeting-commissioners-national-priority-voucher-pilot-program\\nFDA seventh CNPV approval release: https://www.fda.gov/news-events/press-announcements/fda-grants-seventh-approval-under-national-priority-voucher-pilot-program\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-fda-cnpv-public-meeting-june-2026
CATEGORIES:policy\,MACRO\,FDA\,CNPV\,regulatory\,priority review
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: FDA Commissioner’s National Priority Voucher试点公开会议与意见征集窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: FDA Commissioner’s National Priority Voucher试点公开会议与意见征集窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-quantinuum-ipo-qnt-june-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260604T133000Z
DTEND:20260604T140000Z
SUMMARY:Quantinuum IPO定价与量子计算公开市场估值锚窗口
DESCRIPTION:Honeywell旗下Quantinuum已公开提交S-1并在S-1/A中披露IPO价格区间，拟以QNT在Nasdaq上市。作为量子计算少数大型纯度资产，其IPO可能重塑公开市场对量子计算、深科技和Honeywell持股价值的定价参照。\\nImpact score: 81\\nExpected: IPO定价、首日表现和估值倍数将成为量子计算板块的新锚，可能影响IONQ、RGTI、QBTS等公开市场量子计算标的，以及Honeywell持股价值重估。\\nAffected: QNT(subject\, mixed\, score 90)\; HON(licensor\, mixed\, score 72)\; IONQ(peer\, mixed\, score 72)\; RGTI(peer\, mixed\, score 66)\; QBTS(peer\, mixed\, score 64)\; ARKK(etf\, mixed\, score 45)\\nSources: Honeywell Quantinuum S-1 filing announcement: https://investor.honeywell.com/news-releases/news-release-details/honeywell-announces-quantinuums-filing-registration-statement\\nHoneywell Quantinuum confidential submission: https://www.honeywell.com/us/en/press/2026/04/honeywell-announces-quantinuum-s-confidential-submission-of-draft-registration-statement-for-proposed-initial-public-offering\\nReuters via Investing.com IPO valuation report: https://www.investing.com/news/stock-market-news/honeywells-quantinuum-targets-127-billion-valuation-in-us-ipo-4709330\\nHoneywell IPO filing announcement: https://www.honeywell.com/us/en/press/2026/05/honeywell-announces-quantinuum-s-filing-of-registration-statement-for-proposed-initial-public-offering\\nSEC S-1/A filing: https://www.sec.gov/Archives/edgar/data/2110105/000162828026037917/quantinuum-sx1a.htm\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-quantinuum-ipo-qnt-june-2026
CATEGORIES:ipo\,US\,IPO\,量子计算\,Honeywell\,深科技\,quantum-computing\,deep-tech
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Quantinuum IPO定价与量子计算公开市场估值锚窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Quantinuum IPO定价与量子计算公开市场估值锚窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-us-nfp-may-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260605T123000Z
DTEND:20260605T123000Z
SUMMARY:美国5月非农就业与失业率数据发布
DESCRIPTION:BLS将于2026年6月5日美东时间08:30发布5月Employment Situation。该数据是6月FOMC前最关键的劳动力市场输入之一，可能影响美债收益率、美元、成长股估值以及全球风险偏好。\\nImpact score: 89\\nExpected: 市场将重点交易新增非农、失业率、劳动参与率、平均时薪及前值修正对6月FOMC路径的影响。\\nAffected: TLT(macro_beta\, unknown\, score 90)\; QQQ(macro_beta\, unknown\, score 88)\; SPY(macro_beta\, unknown\, score 86)\; VIX(index\, unknown\, score 78)\; 000300.SH(macro_beta\, unknown\, score 58)\\nSources: BLS Employment Situation release schedule: https://www.bls.gov/schedule/news_release/empsit.htm\\nBLS Current Employment Statistics: https://www.bls.gov/ces/\\nBLS 2026 release calendar: https://www.bls.gov/schedule/2026/home.htm\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-nfp-may-2026
CATEGORIES:macro\,MACRO\,非农就业\,就业\,工资通胀\,美债收益率\,FOMC定价\,NFP\,employment\,Fed\,rates
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美国5月非农就业与失业率数据发布
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美国5月非农就业与失业率数据发布
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-spacex-ipo-s1-roadshow-pricing-window-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260605T130000Z
DTEND:20260605T133000Z
SUMMARY:SpaceX S-1后IPO路演、定价与上市观察窗口
DESCRIPTION:Space Exploration Technologies Corp.已向SEC提交S-1注册声明，拟以SPCX作为公开市场交易标的；未来数周的定价、发行规模、指数纳入预期和Starlink/Starship/AI基础设施叙事，可能成为全球商业航天与卫星互联网资产的估值锚。\\nImpact score: 90\\nExpected: 关注发行价区间、最终发行规模、Starlink收入/利润披露、Starship资本开支、AI/数据中心叙事、承销团更新和上市首日流动性。\\nAffected: SPCX(subject\, unknown\, score 98)\; ARKX(etf\, mixed\, score 82)\; RKLB(peer\, unknown\, score 76)\; ASTS(peer\, unknown\, score 72)\; ITA(etf\, unknown\, score 68)\\nSources: SEC EDGAR S-1 filing detail: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/0001628280-26-036936-index.htm\\nSpaceX S-1 prospectus: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm\\nReuters-syndicated IPO report: https://www.investing.com/news/stock-market-news/spacex-files-long-awaited-ipo-creating-a-fresh-ai-play-4702657\\nSpaceX investor relations: https://www.spacex.com/investor-relations\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-spacex-ipo-s1-roadshow-pricing-window-2026
CATEGORIES:ipo\,US\,SpaceX\,Starlink\,IPO\,S-1\,satellite internet\,commercial space\,satellite-internet\,commercial-space
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: SpaceX S-1后IPO路演、定价与上市观察窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: SpaceX S-1后IPO路演、定价与上市观察窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-china-cpi-ppi-june10-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260610T010000Z
DTEND:20260610T013000Z
SUMMARY:中国5月新能源汽车销量、渗透率与动力电池装车量行业数据发布窗口
DESCRIPTION:中汽协、乘联分会和中国汽车动力电池产业创新联盟通常在月中披露上月汽车产销、新能源乘用车零售/批发和动力电池装车数据。5月新能源零售预估已显示渗透率可能继续处于高位，正式行业数据将影响整车、电池和材料链景气度判断。\\nImpact score: 72\\nExpected: 确认5月新能源渗透率、批发/零售分化、出口、库存和动力电池装车结构是否支持全年1900万辆新能源车预期。\\nAffected: 002594.SZ(subject\, mixed\, score 77)\; 1211.HK(subject\, mixed\, score 77)\; 510300.SH(etf\, mixed\, score 76)\; 000300.SH(macro_beta\, unknown\, score 75)\; 300750.SZ(supplier\, mixed\, score 75)\; MCHI(macro_beta\, unknown\, score 74)\\nSources: 国家统计局2026年主要统计信息发布日程: https://www.stats.gov.cn/sj/fbrc/bnxxfb/\\n国家统计局2026年发布日程: https://www.stats.gov.cn/english/PressRelease/ReleaseCalendar/202512/t20251226_1962154.html\\n国家统计局2026年发布日程: https://www.stats.gov.cn/xw/tjxw/tzgg/202512/t20251224_1962137.html\\nCAAM official statistics portal: https://www.caam.org.cn/\\nCAAM January 2026 information conference: https://www.caam.org.cn/chn/3/cate_38/con_5236999.html\\nCPCA May NEV retail estimate via Sina repost: https://finance.sina.com.cn/wm/2026-05-24/doc-inhyyhwr6070623.shtml\\nChina Daily CAAM April NEV data: https://cn.chinadaily.com.cn/a/202605/11/WS6a01a8f6a310942cc49abb5d.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-china-cpi-ppi-june10-2026
CATEGORIES:macro\,CN\,CPI\,PPI\,China inflation\,deflation\,通缩压力\,政策预期\,人民币\,通胀\,工业品价格\,中汽协\,乘联分会\,动力电池装车量\,新能源渗透率\,行业数据
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 中国5月新能源汽车销量、渗透率与动力电池装车量行业数据发布窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 中国5月新能源汽车销量、渗透率与动力电池装车量行业数据发布窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-us-cpi-june-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260610T123000Z
DTEND:20260610T123000Z
SUMMARY:美国5月CPI通胀数据发布
DESCRIPTION:BLS将于2026年6月10日美东时间08:30发布5月CPI。该数据紧邻6月FOMC，是决定实际利率、降息概率和成长股估值的重要通胀输入。\\nImpact score: 92\\nExpected: 市场将比较核心CPI环比、超级核心服务、住房通胀和能源价格对6月FOMC措辞及点阵图的约束。\\nAffected: TLT(macro_beta\, mixed\, score 95)\; QQQ(macro_beta\, mixed\, score 94)\; SPY(macro_beta\, mixed\, score 92)\; VIX(index\, unknown\, score 82)\; 000300.SH(macro_beta\, unknown\, score 62)\\nSources: BLS CPI release schedule: https://www.bls.gov/schedule/news_release/cpi.htm\\nBLS CPI current release page: https://www.bls.gov/news.release/cpi.htm\\nBLS CPI page: https://www.bls.gov/cpi/\\nBLS 2026 release calendar: https://www.bls.gov/schedule/2026/home.htm\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-cpi-june-2026
CATEGORIES:macro\,MACRO\,CPI\,inflation\,rates\,Fed\,通胀\,核心通胀\,美债收益率\,FOMC
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美国5月CPI通胀数据发布
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美国5月CPI通胀数据发布
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-asts-bluebird-8-10-falcon9-mid-june-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260615T040000Z
DTEND:20260615T043000Z
SUMMARY:AST SpaceMobile BlueBird 8-10卫星Falcon 9发射与直连手机商用部署窗口
DESCRIPTION:AST SpaceMobile披露BlueBird 8、9、10预计于6月中旬搭乘Falcon 9入轨，并已获得FCC商业SpaceMobile Service授权；该发射窗口可能影响直连手机卫星、移动运营商和低轨宽带竞争格局定价。\\nImpact score: 84\\nExpected: 关注实际发射日期、入轨和展开状态、后续商用测试、运营商集成进展以及2026年约45颗在轨目标是否维持。\\nAffected: ASTS(subject\, unknown\, score 92)\; ARKX(etf\, unknown\, score 70)\; T(partner\, unknown\, score 68)\; VZ(theme\, unknown\, score 62)\; TMUS(theme\, unknown\, score 62)\; IRDM(peer\, unknown\, score 60)\\nSources: AST SpaceMobile Q1 2026 business update: https://www.businesswire.com/news/home/20260511685431/en/AST-SpaceMobile-Provides-Business-Update-and-First-Quarter-2026-Results\\nAST SpaceMobile SEC Exhibit 99.1: https://www.sec.gov/Archives/edgar/data/1780312/000119312526216946/asts-ex99_1.htm\\nFCC DA-26-391 AST authorization: https://docs.fcc.gov/public/attachments/DA-26-391A1.pdf\\nAST SpaceMobile investor relations: https://investors.ast-science.com/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-asts-bluebird-8-10-falcon9-mid-june-2026
CATEGORIES:product_launch\,US\,AST SpaceMobile\,direct-to-device\,satellite internet\,Falcon 9\,BlueBird\,ASTS\,Falcon-9\,satellite-internet
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: AST SpaceMobile BlueBird 8-10卫星Falcon 9发射与直连手机商用部署窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: AST SpaceMobile BlueBird 8-10卫星Falcon 9发射与直连手机商用部署窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-spacex-starship-flight13-return-to-flight-watch-june-july-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260615T140000Z
DTEND:20260615T143000Z
SUMMARY:SpaceX Starship Flight 13返飞审批与FAA事故调查观察窗口
DESCRIPTION:FAA已认定2026年5月22日Starship Flight 12涉及Super Heavy booster mishap，并要求SpaceX开展由FAA监督的事故调查；未来6-7月任何返飞许可、调查关闭或纠正措施更新，都会影响SpaceX IPO叙事、NASA月面计划和重型可复用发射链条。\\nImpact score: 81\\nExpected: 关注FAA是否接受SpaceX纠正措施、是否作出返飞决定、Flight 13目标窗口是否明确，以及Starship对IPO估值和NASA HLS时间表的影响。\\nAffected: SPCX(subject\, unknown\, score 90)\; ARKX(etf\, unknown\, score 72)\; RKLB(peer\, unknown\, score 64)\; BA(theme\, unknown\, score 58)\; LMT(theme\, unknown\, score 56)\\nSources: FAA general statements - Starship Flight 12 mishap: https://www.faa.gov/newsroom/statements/general-statements\\nSpace.com report on FAA Starship Flight 12 mishap: https://www.space.com/space-exploration/launches-spacecraft/faa-grounds-spacexs-starship-v3-megarocket-after-flight-12-mishap\\nFAA SpaceX Starship project page: https://www.faa.gov/space/stakeholder_engagement/spacex_starship\\nAP report on FAA investigation: https://apnews.com/article/7bc8ecccd1f32fa2b1d2ea204f2b785b\\nSpaceflight Now FAA mishap report: https://spaceflightnow.com/2026/05/27/faa-requires-spacex-led-mishap-investigation-before-resumption-of-starship-launches/\\nFAA mishap response process: https://www.faa.gov/space/compliance_enforcement_mishap\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-spacex-starship-flight13-return-to-flight-watch-june-july-2026
CATEGORIES:policy\,US\,SpaceX\,Starship\,FAA\,return-to-flight\,HLS\,reusable launch\,launch-license\,NASA-Artemis
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: SpaceX Starship Flight 13返飞审批与FAA事故调查观察窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: SpaceX Starship Flight 13返飞审批与FAA事故调查观察窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-fomc-june-2026-policy@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260616T130000Z
DTEND:20260616T133000Z
SUMMARY:2026年6月FOMC议息会议与经济预测摘要窗口
DESCRIPTION:美联储官网列示6月16日至17日召开FOMC两日会议并举行新闻发布会。本次会议叠加就业与CPI新数据，政策声明、SEP点阵图和主席记者会可能共同重定价美股、A股外部流动性和全球美元资产。\\nImpact score: 94\\nExpected: 关注利率决定、声明措辞、点阵图、通胀和失业率预测，以及新闻发布会对后续降息门槛的表述。\\nAffected: TLT(macro_beta\, mixed\, score 98)\; QQQ(macro_beta\, mixed\, score 97)\; SPY(macro_beta\, unknown\, score 93)\; DXY(index\, unknown\, score 86)\; 000300.SH(macro_beta\, mixed\, score 72)\; 510300.SS(macro_beta\, unknown\, score 66)\\nSources: Federal Reserve FOMC calendars: https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm\\nFederal Reserve monetary policy upcoming dates: https://www.federalreserve.gov/monetarypolicy.htm\\nFederal Reserve June 2026 calendar: https://www.federalreserve.gov/newsevents/2026-june.htm\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-fomc-june-2026-policy
CATEGORIES:macro\,MACRO\,FOMC\,Fed\,SEP\,dot plot\,rates\,macro\,点阵图\,利率决议\,美联储
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 2026年6月FOMC议息会议与经济预测摘要窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 2026年6月FOMC议息会议与经济预测摘要窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-cn-lpr-june-2026-fixing@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260622T010000Z
DTEND:20260622T013000Z
SUMMARY:中国6月LPR报价发布窗口
DESCRIPTION:贷款市场报价利率通常由全国银行间同业拆借中心按月公布；2026年6月20日为周六，发布日大概率顺延至2026年6月22日。\\nImpact score: 74\\nExpected: 若1年期或5年期以上LPR调整，将影响银行息差、地产链估值、保险久期资产和A/H股风险偏好。\\nAffected: 000300.SH(macro_beta\, unknown\, score 58)\; 510300.SH(etf\, unknown\, score 55)\; 600036.SH(macro_beta\, mixed\, score 52)\; 0883.HK(macro_beta\, unknown\, score 22)\\nSources: 中国邮政储蓄银行LPR说明: https://www.psbc.com/cn//common/bjfw/dkscbjllcx/\\n中国人民银行货币政策执行报告增刊: https://www.pbc.gov.cn/zhengcehuobisi/125207/125227/125960/126052/4213321/8137cbbd5934477ea7d76bb154ab6526/2020091516563165419.pdf\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-cn-lpr-june-2026-fixing
CATEGORIES:policy\,MACRO\,LPR\,货币政策\,地产链
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 中国6月LPR报价发布窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 中国6月LPR报价发布窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-automate-2026-chicago-humanoid-robotics@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260622T140000Z
DTEND:20260622T143000Z
SUMMARY:机器人与自动化行业活动窗口
DESCRIPTION:Automate 2026将于6月22日至25日在芝加哥举行，官方称其为北美最大机器人与自动化展，并设置Humanoid Robot Forum和NVIDIA赞助的人形机器人展区。该窗口可能集中验证工业自动化、具身智能、机器人学习、运动控制、机器视觉和真实场景部署。\\nImpact score: 78\\nExpected: 重点观察人形机器人从展示走向工业、商业和服务场景部署的证据，以及NVIDIA机器人生态、运动控制、机器视觉和自动化订单情绪。\\nAffected: NVDA(subject\, mixed\, score 74)\; BOTZ(etf\, mixed\, score 72)\; ROBO(etf\, mixed\, score 67)\; 159770.SZ(etf\, mixed\, score 66)\; 002050.SZ(supplier\, mixed\, score 64)\; NOC(supplier\, mixed\, score 62)\\nSources: Automate 2026 official site: https://www.automateshow.com/\\nAutomate Humanoid Robot Pavilion: https://www.automateshow.com/education-networking/humanoid-robot-pavilion\\nAutomate Humanoid Pavilion agenda: https://www.automateshow.com/agenda/humanoid-robot-pavilion-stage\\nNASA Wallops Swift Boost media advisory: https://www.nasa.gov/news-release/nasa-to-showcase-mission-to-boost-swift-spacecrafts-orbit/\\nNASA Science Swift Boost update: https://science.nasa.gov/blogs/swift/2026/05/26/nasa-predicts-swift-spacecrafts-location-for-boost-mission/\\nAutomate press release: https://www.automateshow.com/a3-press-releases/automate-2026-brings-popular-humanoid-robot-forum-and-nvidia-sponsored-humanoid-robot-pavilion-to-show\\nelectronica Shanghai 2026 humanoid robot area press release: https://www.electronicachina.com.cn/en/about/news/exhibition-new/88\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-automate-2026-chicago-humanoid-robotics
CATEGORIES:conference\,ETF\,Automate\,humanoid\,NVIDIA robotics\,industrial automation\,in-space servicing\,NASA\,Pegasus XL\,Katalyst\,Automate 2026\,humanoid robot\,NVIDIA\,motion control\,electronica Shanghai\,人形机器人\,传感器\,消费电子\,具身智能
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 机器人与自动化行业活动窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 机器人与自动化行业活动窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-fastmarkets-global-lithium-battery-critical-materials-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260622T160000Z
DTEND:20260622T163000Z
SUMMARY:Fastmarkets Global Lithium\, Battery & Critical Materials 2026锂电材料定价与供需窗口
DESCRIPTION:Fastmarkets全球锂、电池与关键材料会议将于6月22日至25日在拉斯维加斯举行，聚集锂、镍、钴、石墨、电池材料和下游买家；该会议对锂盐价格预期、长期合同谈判和全球材料供需判断具有发现价值。\\nImpact score: 67\\nExpected: 关注锂价供需拐点、锂盐长协折扣、库存、澳洲和南美供给、回收材料、石墨与镍钴替代，以及下游电池厂采购口径。\\nAffected: LIT(etf\, mixed\, score 70)\; 002466.SZ(subject\, mixed\, score 72)\; 002460.SZ(subject\, mixed\, score 72)\; ALB(peer\, mixed\, score 69)\; 300750.SZ(customer\, mixed\, score 58)\; 002812.SZ(supplier\, unknown\, score 46)\\nSources: Fastmarkets event page: https://www.fastmarkets.com/events/lithiumsupply-brm-2024/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-fastmarkets-global-lithium-battery-critical-materials-2026
CATEGORIES:conference\,ETF\,锂价\,电池材料\,关键矿产\,Fastmarkets\,长期合同
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Fastmarkets Global Lithium\, Battery & Critical Materials 2026锂电材料定价与供需窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Fastmarkets Global Lithium\, Battery & Critical Materials 2026锂电材料定价与供需窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-us-section122-tariff-sunset-section301-review-july-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260624T040000Z
DTEND:20260624T043000Z
SUMMARY:美国Section 122临时进口附加关税到期与对华Section 301复审窗口
DESCRIPTION:Federal Register文件显示，美国Section 122临时10%进口附加关税有效期至2026年7月24日12:01 a.m. EDT，除非提前调整或由国会延长。同时USTR第二次对华Section 301四年复审意见窗口于2026年6月24日开启。该组合是跨行业供应链、通胀和中美资产风险溢价的重要政策窗口。\\nImpact score: 86\\nExpected: 市场将关注临时附加关税是否到期、调整或延长，以及Section 301复审是否释放对华关税长期化、缓和或重构信号。\\nAffected: SPY(macro_beta\, mixed\, score 78)\; QQQ(macro_beta\, mixed\, score 80)\; 000300.SH(macro_beta\, mixed\, score 76)\; MCHI(macro_beta\, mixed\, score 82)\; XLY(theme\, mixed\, score 72)\; SOXX(theme\, mixed\, score 70)\\nSources: Federal Register Section 122 proclamation: https://www.federalregister.gov/documents/full_text/html/2026/02/25/2026-03824.html\\nFederal Register USTR Section 301 review notice: https://www.govinfo.gov/content/pkg/FR-2026-05-06/pdf/2026-08806.pdf\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-section122-tariff-sunset-section301-review-july-2026
CATEGORIES:policy\,MACRO\,tariff\,Section 122\,Section 301\,China trade\,inflation
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美国Section 122临时进口附加关税到期与对华Section 301复审窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美国Section 122临时进口附加关税到期与对华Section 301复审窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-qcom-investor-day-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260624T130000Z
DTEND:20260624T133000Z
SUMMARY:Qualcomm 2026 Investor Day聚焦数据中心AI与边缘AI增长路径
DESCRIPTION:Qualcomm将举行2026 Investor Day，管理层将阐述AI快速演进下的下一阶段增长与多元化战略。若公司提供数据中心AI、AI PC、边缘AI、汽车与IoT中长期目标，可能影响ARM生态、边缘AI芯片和部分数据中心加速器竞争预期。\\nImpact score: 74\\nExpected: 关注公司是否给出AI数据中心芯片、AI PC/手机端侧AI、汽车芯片和IoT业务的中长期收入目标与毛利模型。\\nAffected: QCOM(subject\, mixed\, score 84)\; ARM(supplier\, mixed\, score 66)\; SOXX(etf\, mixed\, score 62)\; NVDA(peer\, mixed\, score 58)\; AMD(peer\, mixed\, score 54)\\nSources: Qualcomm Investor Day page: https://www.qualcomm.com/company/events/investor-day\\nQualcomm Investor Day event page: https://investor.qualcomm.com/news-events/investor-events/events/event-details/2026/Investor-Day-2026-2026-n10yE1c5BC/default.aspx\\nQualcomm Investor Day release: https://www.qualcomm.com/news/releases/2026/04/qualcomm-to-outline-next-phase-of-growth-and-diversification-at-\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-qcom-investor-day-2026
CATEGORIES:investor_day\,US\,AI\,data center\,investor day\,edge AI\,Qualcomm\,Investor Day\,边缘AI\,数据中心AI\,AI PC\,data center AI\,ARM
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Qualcomm 2026 Investor Day聚焦数据中心AI与边缘AI增长路径
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Qualcomm 2026 Investor Day聚焦数据中心AI与边缘AI增长路径
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-mu-fy26q3-earnings-hbm-ai-memory@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260624T203000Z
DTEND:20260624T213000Z
SUMMARY:Micron FY2026 Q3财报与HBM/AI内存供需展望
DESCRIPTION:Micron将于2026年6月24日举行FY2026 Q3业绩电话会。HBM、DDR5、数据中心SSD和AI服务器内存供需是AI硬件链核心变量，可能影响存储周期、HBM供应商、GPU客户与半导体ETF定价。\\nImpact score: 84\\nExpected: 重点验证HBM供给、定价、gross margin、FY2026 capex、AI服务器内存需求和客户认证进展。\\nAffected: MU(subject\, mixed\, score 92)\; SOXX(etf\, mixed\, score 72)\; SMH(etf\, mixed\, score 72)\; NVDA(customer\, mixed\, score 70)\; AMD(customer\, mixed\, score 64)\\nSources: Micron FY2026 Q3 earnings date: https://investors.micron.com/news-releases/news-release-details/micron-technology-report-fiscal-third-quarter-results-june-24\\nMicron Investor Relations: https://investors.micron.com/\\nMicron FY2026 Q2 results: https://micron.gcs-web.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2026\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-mu-fy26q3-earnings-hbm-ai-memory
CATEGORIES:earnings\,US\,Micron\,HBM\,DRAM\,AI服务器\,earnings\,AI server\,memory
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Micron FY2026 Q3财报与HBM/AI内存供需展望
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Micron FY2026 Q3财报与HBM/AI内存供需展望
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-bea-pce-may-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260625T123000Z
DTEND:20260625T124500Z
SUMMARY:美国5月PCE与个人收入支出数据发布
DESCRIPTION:BEA官方日程显示，Personal Income and Outlays\, May 2026定于6月25日08:30 ET发布。\\nImpact score: 86\\nExpected: 发布核心PCE、总PCE、个人收入、消费支出和储蓄率，是美联储通胀目标的核心参考。\\nAffected: SPY(macro_beta\, unknown\, score 86)\; QQQ(macro_beta\, unknown\, score 89)\; TLT(macro_beta\, unknown\, score 90)\; 000300.SH(macro_beta\, unknown\, score 60)\\nSources: BEA release schedule: https://www.bea.gov/news/schedule/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-bea-pce-may-2026
CATEGORIES:macro\,MACRO\,PCE\,inflation\,consumer\,Fed
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美国5月PCE与个人收入支出数据发布
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美国5月PCE与个人收入支出数据发布
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-china-nbs-pmi-june-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260630T013000Z
DTEND:20260630T020000Z
SUMMARY:中国6月官方PMI发布
DESCRIPTION:国家统计局发布日程显示，6月采购经理指数月度报告计划于2026年6月30日9:30发布。PMI将影响A/H制造业、工业自动化、出口链和政策预期。\\nImpact score: 69\\nExpected: PMI会影响市场对制造业景气、库存周期、出口订单和政策发力的判断。\\nAffected: 000300.SH(macro_beta\, unknown\, score 78)\; 510300.SS(macro_beta\, unknown\, score 77)\; FXI(macro_beta\, unknown\, score 76)\; 159915.SZ(macro_beta\, unknown\, score 64)\; 510300.SH(etf\, mixed\, score 62)\; 300124.SZ(macro_beta\, mixed\, score 60)\\nSources: 国家统计局2026年主要统计信息发布日程: https://www.stats.gov.cn/sj/fbrc/bnxxfb/\\n国家统计局2026年发布日程: https://www.stats.gov.cn/xw/tjxw/tzgg/202512/t20251224_1962137.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-china-nbs-pmi-june-2026
CATEGORIES:macro\,CN\,PMI\,NBS\,China growth\,policy\,制造业\,出口链\,工业
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 中国6月官方PMI发布
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 中国6月官方PMI发布
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-china-gb38031-2025-ev-battery-safety-effective@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260701T010000Z
DTEND:20260701T013000Z
SUMMARY:中国车用固态电池术语与分类国家标准发布观察窗口
DESCRIPTION:国家标准项目《电动汽车用固态电池 第1部分：术语和分类》已在全国标准信息公共服务平台列示，由全国汽车标准化技术委员会归口、工信部主管；媒体报道称该标准拟于2026年7月发布。该事件作为固态电池行业标准化观察窗口，关注半固态/全固态定义、技术路线和产业链估值重定价。\\nImpact score: 68\\nExpected: 标准发布若确认，将统一固态、半固态和混合固液电池表述，影响固态电池概念股、设备、硫化物/氧化物/聚合物路线材料和车企量产宣传口径。\\nAffected: 300750.SZ(subject\, mixed\, score 81)\; 002594.SZ(subject\, mixed\, score 76)\; 3931.HK(peer\, mixed\, score 68)\; 002074.SZ(peer\, mixed\, score 65)\; 300207.SZ(peer\, mixed\, score 62)\; KARS(etf\, mixed\, score 58)\\nSources: 中国政府网：电动汽车电池新国标将于2026年7月1日施行: https://www.gov.cn/lianbo/bumen/202504/content_7018797.htm\\nGB 38031-2025 standard information: https://www.codeofchina.com/standard/GB38031-2025.html\\n全国标准信息公共服务平台：国家标准项目: https://std.samr.gov.cn/gb/search/gbDetailed?id=1CF4CAC66C47A706E06397BE0A0A7969\\n全国标准信息公共服务平台：外文版计划: https://std.samr.gov.cn/gfs/search/gfsDetailed?id=31D64267C5FF4D17E06397BE0A0A0935\\nElectrek report on July 2026 standard timing: https://electrek.co/2026/02/11/solid-state-ev-battery-standard-china-2026/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-china-gb38031-2025-ev-battery-safety-effective
CATEGORIES:policy\,CN\,动力电池安全\,强制国标\,GB38031\,热失控\,车型申报\,固态电池\,国家标准\,半固态\,电池技术路线\,工信部
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 中国车用固态电池术语与分类国家标准发布观察窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 中国车用固态电池术语与分类国家标准发布观察窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-cn-a-share-h1-2026-guidance-deadline@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260701T013000Z
DTEND:20260701T020000Z
SUMMARY:A股2026年半年度业绩预告强制披露截止窗口
DESCRIPTION:根据交易所上市规则，符合亏损、扭亏、净利润大幅变动等情形的上市公司应在半年度结束后15日内披露业绩预告。2026年半年度预告窗口将在7月15日前后集中影响A股行业景气验证，尤其是半导体、AI算力、新能源车、医药和周期板块。\\nImpact score: 76\\nExpected: 业绩预告将集中验证二季度行业景气，触发跨行业盈利预期上修或下修。\\nAffected: 000300.SH(index\, mixed\, score 70)\; 688981.SH(theme\, mixed\, score 68)\; 300750.SZ(theme\, mixed\, score 68)\; 510300.SH(etf\, mixed\, score 66)\; 600276.SH(theme\, mixed\, score 66)\; 002475.SZ(theme\, mixed\, score 64)\\nSources: 上交所股票上市规则2026年4月修订: https://www.sse.com.cn/lawandrules/sselawsrules2025/stocks/mainipo/c/c_20260424_10816589.shtml\\n中国证监会半年度报告格式准则: https://www.csrc.gov.cn/csrc/c101954/c7547590/content.shtml\\n上交所半年度业绩预告问答: https://edu.sse.com.cn/service/hotline/qa/c/5717493.shtml\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-cn-a-share-h1-2026-guidance-deadline
CATEGORIES:guidance\,CN\,A股公告\,业绩预告\,半年度\,半年度业绩预告\,景气验证\,交易所规则
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: A股2026年半年度业绩预告强制披露截止窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: A股2026年半年度业绩预告强制披露截止窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-esmo-gi-2026-congress@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260701T070000Z
DTEND:20260701T073000Z
SUMMARY:ESMO Gastrointestinal Cancers Congress 2026召开
DESCRIPTION:ESMO GI 2026将于2026-07-01至2026-07-04在德国慕尼黑及线上举行，聚焦消化道肿瘤临床研究、精准治疗和多学科治疗。该会议是ASCO后消化道肿瘤数据和治疗路径讨论的重要窗口。\\nImpact score: 70\\nExpected: 摘要公布和会议展示可能影响胃肠道肿瘤领域ADC、PD-1组合、VEGF/EGFR通路和肝癌/胃癌/结直肠癌治疗格局预期。\\nAffected: 9926.HK(subject\, mixed\, score 88)\; 688506.SH(subject\, mixed\, score 86)\; 600276.SH(subject\, mixed\, score 82)\; 6990.HK(subject\, mixed\, score 81)\; 1801.HK(subject\, mixed\, score 79)\; MRK(theme\, mixed\, score 63)\\nSources: ESMO meeting calendar: https://www.esmo.org/meeting-calendar/esmo-gastrointestinal-cancers-congress-2026\\nMunich Convention Bureau: https://www.munich.travel/en/topics/convention-bureau/congresses/esmo-gastrointestinal-cancers-congress\\nOncoDaily ESMO GI event page: https://oncodaily.com/event/esmo-329242\\nSystImmune ASCO 2026 ADC pipeline release: https://www.prnewswire.com/news-releases/new-clinical-data-for-izalontamab-brengitecan-and-novel-adc-pipeline-to-be-presented-at-asco-2026-302778774.html\\nAkeso ASCO 2026 presentation release: https://www.prnewswire.com/news-releases/over-40-studies-featuring-akesos-innovative-oncology-agents-to-be-presented-at-asco-2026-ivonescimabs-harmoni-6-overall-survival-data-selected-for-plenary-session-302781500.html\\nInnovent ASCO 2026 IBI363 release: https://www.nasdaq.com/press-release/innovent-present-new-clinical-data-ibi363pd-1-il-2a-biased-bispecific-fusion-protein\\nHengrui ASCO 2026 oncology release: https://www.hengrui.com/media/detail-943.html\\nKelun-Biotech ASCO 2026 oral presentations: https://www.prnewswire.com/news-releases/kelun-biotech-announces-three-clinical-study-results-selected-for-oral-presentations-at-2026-asco-annual-meeting-302749495.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-esmo-gi-2026-congress
CATEGORIES:conference\,US\,ESMO GI\,gastrointestinal cancers\,oncology\,abstract watch\,ASCO\,中资创新药\,ADC\,肿瘤临床数据
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: ESMO Gastrointestinal Cancers Congress 2026召开
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: ESMO Gastrointestinal Cancers Congress 2026召开
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-tsla-q2-2026-production-deliveries@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260702T120000Z
DTEND:20260702T123000Z
SUMMARY:Tesla 2026年二季度交付、产量与储能部署披露窗口
DESCRIPTION:Tesla通常在季度结束后数日披露季度生产、交付和储能部署数据。该事件已在现有快照中出现，本次沿用eventId；Q2 2026正式日期尚未在IR页确认，按历史节奏估算为7月初窗口。\\nImpact score: 77\\nExpected: 市场将验证Tesla汽车销量、价格压力、Cybertruck/Model Y结构、Robotaxi叙事对需求的影响，以及储能部署是否延续高增长。\\nAffected: TSLA(subject\, mixed\, score 88)\; KARS(etf\, mixed\, score 66)\; 002594.SZ(peer\, mixed\, score 59)\; 300750.SZ(supplier\, mixed\, score 58)\; LIT(etf\, mixed\, score 55)\\nSources: Tesla Investor Relations: https://ir.tesla.com/\\nTesla Q2 2025 production and deliveries release: https://ir.tesla.com/press-release/tesla-second-quarter-2025-production-deliveries-deployments\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tsla-q2-2026-production-deliveries
CATEGORIES:guidance\,US\,EV\,delivery\,storage\,pricing\,Tesla\,交付\,产量\,储能部署\,Megapack
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Tesla 2026年二季度交付、产量与储能部署披露窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Tesla 2026年二季度交付、产量与储能部署披露窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-ahte-2026-shanghai-assembly-automation@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260708T010000Z
DTEND:20260708T013000Z
SUMMARY:机器人与自动化行业活动窗口
DESCRIPTION:Robotics: Science and Systems 2026将于7月13日至17日在悉尼举行，是机器人研究领域高影响力会议，可能强化机器人基础模型、强化学习、空间智能和端侧机器人系统方向的中长期产业预期。\\nImpact score: 80\\nExpected: 观察机器人学习、移动操作、多模态感知、空间智能和基础模型研究是否对人形机器人及自动化硬件链形成新叙事。\\nAffected: TSLA(subject\, unknown\, score 82)\; 159770.SZ(etf\, mixed\, score 64)\; 002747.SZ(peer\, mixed\, score 62)\; 300124.SZ(theme\, mixed\, score 60)\; 002050.SZ(theme\, unknown\, score 60)\; 601689.SH(supplier\, mixed\, score 60)\\nSources: AHTE 2026 official site: https://www.shanghaiahte.com.cn/en/\\nRSS 2026 registration page: https://roboticsconference.org/attending/registration/\\nRSS 2026 partnership prospectus: https://roboticsconference.org/docs/RSS26-Partnership_Prospectus-compressed.pdf\\nTesla Q1 2026 financial results press release: https://ir.tesla.com/press-release/tesla-releases-first-quarter-2026-financial-results\\nTesla Q1 2026 Form 10-Q: https://ir.tesla.com/_flysystem/s3/sec/000162828026026673/tsla-20260331-gen.pdf\\nMarketBeat Tesla Q1 2026 earnings report: https://www.marketbeat.com/earnings/reports/2026-4-22-tesla-inc-stock/\\nAHTE 2026 official introduction: https://www.shanghaiahte.com.cn/en/about/exhibition-introduction.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-ahte-2026-shanghai-assembly-automation
CATEGORIES:conference\,ETF\,AHTE\,assembly automation\,industrial automation\,3C\,RSS\,robotics research\,embodied AI\,robot learning\,Tesla Optimus\,humanoid robot\,Optimus V3\,AI edge inference\,A股机器人供应链\,AHTE 2026\,工业自动化\,智能装配\,机器人零部件\,智能制造
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 机器人与自动化行业活动窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 机器人与自动化行业活动窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-tsmc-june-2026-monthly-sales-ai-foundry-watch@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260710T053000Z
DTEND:20260710T053100Z
SUMMARY:TSMC 2026年6月月度营收发布与AI先进制程/封装需求观察
DESCRIPTION:TSMC官方财务日历显示将于2026年7月10日发布2026年6月月度销售数据。虽然月度营收通常不入库，但TSMC是全球AI芯片先进制程和先进封装的系统性龙头，该数据可能成为NVIDIA、AMD、Broadcom、Apple及AI ASIC供应链需求强弱的高频验证点。\\nImpact score: 76\\nExpected: 验证AI加速器、先进制程、CoWoS相关需求是否继续支撑高增长，并为7月中下旬半导体财报季提供前置信号。\\nAffected: TSM(subject\, mixed\, score 84)\; NVDA(customer\, mixed\, score 74)\; AMD(customer\, mixed\, score 68)\; AVGO(customer\, mixed\, score 66)\; SMH(etf\, mixed\, score 70)\\nSources: TSMC financial calendar: https://investor.tsmc.com/english/financial-calendar\\nTSMC 2026 monthly revenue page: https://investor.tsmc.com/english/monthly-revenue/2026\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tsmc-june-2026-monthly-sales-ai-foundry-watch
CATEGORIES:filing\,US\,monthly sales\,foundry\,advanced packaging\,CoWoS\,AI chips
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: TSMC 2026年6月月度营收发布与AI先进制程/封装需求观察
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: TSMC 2026年6月月度营收发布与AI先进制程/封装需求观察
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-us-cpi-july-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260714T123000Z
DTEND:20260714T124500Z
SUMMARY:美国6月CPI通胀数据发布
DESCRIPTION:BLS官方日程显示，2026年6月CPI将于7月14日08:30 ET发布，是7月FOMC前的关键通胀数据。\\nImpact score: 87\\nExpected: 公布美国6月CPI和核心CPI，将影响7月FOMC定价和暑期风险资产波动。\\nAffected: SPY(macro_beta\, unknown\, score 87)\; QQQ(macro_beta\, unknown\, score 90)\; TLT(macro_beta\, unknown\, score 91)\; VIX(macro_beta\, unknown\, score 74)\\nSources: BLS CPI release schedule: https://www.bls.gov/schedule/news_release/cpi.htm\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-cpi-july-2026
CATEGORIES:macro\,MACRO\,CPI\,inflation\,Fed\,July FOMC
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美国6月CPI通胀数据发布
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美国6月CPI通胀数据发布
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-china-june-q2-2026-activity-data@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260715T020000Z
DTEND:20260715T030000Z
SUMMARY:中国二季度GDP及6月主要经济活动数据发布
DESCRIPTION:国家统计局日程显示，2026年7月15日将发布季度及月度经济运行相关数据，包括国民经济运行情况、工业生产、固定资产投资、房地产开发和销售、社会消费品零售总额等。该窗口将集中检验二季度中国宏观修复和政策效果。\\nImpact score: 78\\nExpected: 集中数据窗口将影响A/H宽基、地产链、消费、工业和政策加码预期。\\nAffected: 000300.SH(index\, mixed\, score 78)\; HSI(index\, mixed\, score 76)\; 510300.SH(etf\, mixed\, score 72)\; 0700.HK(macro_beta\, mixed\, score 66)\; 600048.SH(macro_beta\, mixed\, score 68)\; MCHI(etf\, mixed\, score 72)\\nSources: 国家统计局2026年发布日程: https://www.stats.gov.cn/xw/tjxw/tzgg/202512/t20251224_1962137.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-china-june-q2-2026-activity-data
CATEGORIES:macro\,CN\,GDP\,工业增加值\,社零\,固定资产投资\,地产
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 中国二季度GDP及6月主要经济活动数据发布
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 中国二季度GDP及6月主要经济活动数据发布
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-tsmc-q2-2026-earnings-ai-foundry-watch@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260716T060000Z
DTEND:20260716T073000Z
SUMMARY:TSMC 2026年二季度财报与AI先进制程/封装需求观察窗口
DESCRIPTION:TSMC Q2财报预计在7月中旬披露，虽官方尚未在可见日历中确认具体Q2电话会日期，但其先进制程、CoWoS/SoIC、N2/A16与资本开支展望对AI芯片链和设备链具有系统性影响。\\nImpact score: 82\\nExpected: 确认AI/HPC需求、先进制程利用率、CoWoS/先进封装供给、N2/A16进展、海外Fab成本和全年资本开支。\\nAffected: TSM(subject\, mixed\, score 92)\; NVDA(customer\, mixed\, score 72)\; AMD(customer\, mixed\, score 68)\; ASML(supplier\, mixed\, score 66)\; AMAT(supplier\, mixed\, score 62)\\nSources: TSMC financial calendar: https://investor.tsmc.com/english/financial-calendar\\nTSMC Q1 2026 earnings release PDF: https://pr.tsmc.com/system/files/newspdf/attachment/ccc793456ad779b0f181989dffc81f4e3da4aec2/1Q26%20%28E%29_with%20gudiance_final_wmn.pdf\\nWall Street Horizon TSM earnings calendar: https://www.wallstreethorizon.com/taiwan-semiconductor-earnings-calendar\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tsmc-q2-2026-earnings-ai-foundry-watch
CATEGORIES:earnings\,US\,TSMC\,foundry\,CoWoS\,先进封装\,AI芯片
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: TSMC 2026年二季度财报与AI先进制程/封装需求观察窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: TSMC 2026年二季度财报与AI先进制程/封装需求观察窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-celc-gedatolisib-pdufa-july-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260717T130000Z
DTEND:20260717T133000Z
SUMMARY:Celcuity gedatolisib HR+/HER2-乳腺癌NDA PDUFA日期
DESCRIPTION:FDA已授予Celcuity gedatolisib NDA优先审评，并设定2026-07-17为PDUFA目标日期，适应症为HR+/HER2-/PIK3CA野生型晚期乳腺癌。该决定可能影响PI3K/mTOR通路、CDK4/6后线组合和乳腺癌靶向治疗竞争预期。\\nImpact score: 70\\nExpected: 审批结果将影响CELC商业化路径，并可能改变乳腺癌后线靶向组合的竞争参照。\\nAffected: CELC(subject\, unknown\, score 88)\; XBI(etf\, mixed\, score 48)\; PFE(peer\, mixed\, score 40)\; NVS(peer\, mixed\, score 40)\\nSources: Celcuity FDA acceptance release: https://ir.celcuity.com/news-releases/news-release-details/celcuity-announces-fda-acceptance-new-drug-application\\nCelcuity Q1 2026 update: https://ir.celcuity.com/news-releases/news-release-details/celcuity-inc-reports-release-first-quarter-2026-financial\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-celc-gedatolisib-pdufa-july-2026
CATEGORIES:fda\,US\,FDA\,PDUFA\,breast cancer\,PI3K\,mTOR
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Celcuity gedatolisib HR+/HER2-乳腺癌NDA PDUFA日期
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Celcuity gedatolisib HR+/HER2-乳腺癌NDA PDUFA日期
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-farnborough-airshow-2026-space-defense-aerospace@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260720T080000Z
DTEND:20260720T083000Z
SUMMARY:Farnborough International Airshow 2026航空航天、防务与未来飞行订单窗口
DESCRIPTION:Farnborough International Airshow 2026将于2026-07-20至2026-07-24举行，覆盖航空、航天、防务、空间创新和未来飞行。该活动通常集中披露飞机订单、防务合作、空间与低空经济方案，是航空航天和国防军工链条的行业级观察窗口。\\nImpact score: 76\\nExpected: 关注大飞机订单、防务合同、空间业务合作、eVTOL/低空经济展示、供应链交付指引和航天军工企业管理层表述；不要拆分普通单公司参展新闻。\\nAffected: BA(subject\, mixed\, score 78)\; XAR(etf\, mixed\, score 70)\; RTX(peer\, mixed\, score 68)\; LMT(peer\, mixed\, score 64)\; ARKX(etf\, mixed\, score 58)\; EH(theme\, mixed\, score 52)\\nSources: Farnborough International Airshow official event page: https://www.farnboroughairshow.com/\\nFarnborough venue upcoming events: https://www.farnborough.com/\\nFarnborough event listing: https://www.farnborough.com/what-s-on/events/farnborough-international-airshow-2026/\\nFarnborough 2026 trade ticket and features release: https://www.farnboroughairshow.com/resources/news-blogs/blog-list/farnborough-international-airshow-2026-unveils-new-features-as-trade-tickets-launch/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-farnborough-airshow-2026-space-defense-aerospace
CATEGORIES:conference\,US\,Farnborough\,aerospace\,defense\,space\,eVTOL\,airshow\,defence\,future flight
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Farnborough International Airshow 2026航空航天、防务与未来飞行订单窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Farnborough International Airshow 2026航空航天、防务与未来飞行订单窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-aam-shanghai-2026-low-altitude-economy-expo@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260722T010000Z
DTEND:20260722T013000Z
SUMMARY:2026国际低空经济博览会上海召开与低空经济产业化窗口
DESCRIPTION:2026国际低空经济博览会将于7月22日至25日在国家会展中心（上海）举行，定位为低空经济战略性新兴产业的国际化专业博览会；低空基础设施、eVTOL、无人机、空管与运营服务等产业链可能出现政策、订单和产品验证催化。\\nImpact score: 70\\nExpected: 关注展会期间低空基础设施标准、城市应用场景、eVTOL试飞/订单、无人机监管与产业联盟更新。\\nAffected: 002085.SZ(theme\, mixed\, score 72)\; 688297.SH(theme\, mixed\, score 68)\; 002389.SZ(theme\, mixed\, score 62)\; 09868.HK(theme\, mixed\, score 60)\; 512670.SH(etf\, mixed\, score 54)\\nSources: AAM Expo official site: https://www.aamshanghai.com/\\nAAM Expo official English about page: https://www.aamshanghai.com/en/about\\nNational Exhibition and Convention Center event page: https://www.neccsh.com/cecsh/zbzh/index.jhtml\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-aam-shanghai-2026-low-altitude-economy-expo
CATEGORIES:conference\,CN\,low-altitude-economy\,AAM\,eVTOL\,drone\,Shanghai
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 2026国际低空经济博览会上海召开与低空经济产业化窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 2026国际低空经济博览会上海召开与低空经济产业化窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-amd-advancing-ai-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260722T160000Z
DTEND:20260722T163000Z
SUMMARY:AMD Advancing AI 2026旗舰AI活动
DESCRIPTION:AMD官方宣布Advancing AI 2026将在旧金山举行并同步直播，活动聚焦AMD驱动的AI开放生态、构建、部署与扩展AI的蓝图。该活动可能更新Instinct、EPYC、rack-scale AI、网络和软件生态路线，影响AI加速器竞争格局及HBM/先进制程供应链预期。\\nImpact score: 86\\nExpected: 关注MI系列AI加速器、EPYC、rack-scale系统、软件生态、客户案例、供应链和长期AI收入目标是否有实质更新。\\nAffected: AMD(subject\, unknown\, score 88)\; NVDA(peer\, mixed\, score 76)\; SOXX(etf\, mixed\, score 72)\; TSM(supplier\, mixed\, score 72)\; MU(supplier\, mixed\, score 62)\; AVGO(peer\, mixed\, score 42)\\nSources: AMD Advancing AI event page: https://www.amd.com/en/corporate/events/advancing-ai.html\\nAMD Advancing AI 2026 press release: https://ir.amd.com/news-events/press-releases/detail/1283/amd-announces-advancing-ai-2026\\nAMD Q1 2026 results: https://www.amd.com/en/newsroom/press-releases/2026-5-5-amd-reports-first-quarter-2026-financial-results.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-amd-advancing-ai-2026
CATEGORIES:investor_day\,US\,investor_day\,AI\,data center\,product roadmap\,AI accelerator\,GPU\,AMD\,Advancing AI\,Instinct\,Helios\,HBM\,EPYC\,rack-scale AI
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: AMD Advancing AI 2026旗舰AI活动
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: AMD Advancing AI 2026旗舰AI活动
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-tsla-q2-2026-earnings-unconfirmed@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260722T200000Z
DTEND:20260722T223000Z
SUMMARY:Tesla 2026年二季度财报与毛利率指引窗口
DESCRIPTION:Tesla二季度财报预计在7月下旬披露，市场关注汽车毛利率、价格策略、储能收入、Robotaxi/自动驾驶和资本开支指引。\\nImpact score: 94\\nExpected: 披露Q2收入、汽车毛利率、储能收入、自由现金流及管理层对需求和自动驾驶的评论。\\nAffected: TSLA(subject\, unknown\, score 96)\; QQQ(etf\, unknown\, score 40)\; 300750.SZ(supplier\, mixed\, score 54)\; 002594.SZ(peer\, mixed\, score 48)\\nSources: Tesla Investor Relations: https://ir.tesla.com/\\nWall Street Horizon Tesla earnings calendar: https://www.wallstreethorizon.com/tesla-earnings-calendar\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tsla-q2-2026-earnings-unconfirmed
CATEGORIES:earnings\,US\,earnings\,EV\,gross margin\,storage
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Tesla 2026年二季度财报与毛利率指引窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Tesla 2026年二季度财报与毛利率指引窗口
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-elevar-hengrui-fda-rivoceranib-camrelizumab-pdufa-july-2026@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260723T130000Z
DTEND:20260723T133000Z
SUMMARY:Elevar/Hengrui rivoceranib联合camrelizumab肝癌NDA/BLA PDUFA日期
DESCRIPTION:FDA已受理Elevar rivoceranib与恒瑞camrelizumab用于一线不可切除或转移性肝细胞癌的NDA/BLA重新提交，并设定2026-07-23为PDUFA目标日期。该事件是中国PD-1联合小分子VEGF路径在美国监管端的重要验证。\\nImpact score: 76\\nExpected: FDA决定将影响恒瑞创新药出海路径、PD-1/VEGF组合在HCC中的美国监管认可度以及中国创新药全球化风险溢价。\\nAffected: 600276.SH(licensee\, unknown\, score 84)\; HLB.KS(subject\, unknown\, score 80)\; 9926.HK(peer\, mixed\, score 55)\; XBI(etf\, mixed\, score 48)\\nSources: Elevar FDA acceptance release: https://elevartx.com/2026/02/02/elevar-fda-acceptance-rivo/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-elevar-hengrui-fda-rivoceranib-camrelizumab-pdufa-july-2026
CATEGORIES:fda\,US\,FDA\,PDUFA\,HCC\,rivoceranib\,camrelizumab\,PD-1\,VEGF
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Elevar/Hengrui rivoceranib联合camrelizumab肝癌NDA/BLA PDUFA日期
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Elevar/Hengrui rivoceranib联合camrelizumab肝癌NDA/BLA PDUFA日期
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-fomc-july-2026-policy@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260728T130000Z
DTEND:20260728T133000Z
SUMMARY:2026年7月FOMC议息会议
DESCRIPTION:美联储将于2026年7月28日至29日召开FOMC会议，利率路径、通胀评估和金融条件表述将影响美股成长股、AI算力和半导体估值折现率。\\nImpact score: 72\\nExpected: 市场关注是否降息、声明措辞、通胀和就业风险平衡，以及主席发布会对未来政策路径的暗示。\\nAffected: TLT(macro_beta\, unknown\, score 95)\; QQQ(macro_beta\, unknown\, score 93)\; SPY(macro_beta\, unknown\, score 91)\; SOXX(macro_beta\, unknown\, score 70)\; 000300.SH(macro_beta\, unknown\, score 64)\\nSources: Federal Reserve FOMC calendars: https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-fomc-july-2026-policy
CATEGORIES:macro\,MACRO\,FOMC\,Fed\,rates\,policy\,macro\,AI valuation
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 2026年7月FOMC议息会议
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 2026年7月FOMC议息会议
END:VALARM
END:VEVENT
BEGIN:VEVENT
UID:evt-us-hyperscaler-q2-2026-ai-capex-earnings-window@catalyst-calendar.local
DTSTAMP:20260601T102310Z
DTSTART:20260728T200000Z
DTEND:20260728T203000Z
SUMMARY:美国云厂商Q2 2026财报与AI资本开支再定价窗口
DESCRIPTION:7月下旬美国大型云厂商预计进入Q2 2026财报窗口。Microsoft、Alphabet、Amazon、Meta的AI资本开支、数据中心扩建、GPU/ASIC采购、云AI收入和折旧压力将直接影响AI服务器、GPU、HBM、网络、光模块、散热供电和半导体指数定价。日期仍以商业日历估算，需等待公司IR正式确认。\\nImpact score: 93\\nExpected: 验证AI capex是否继续上修、AI云收入是否覆盖折旧和电力成本、GPU/ASIC采购是否扩散至NVIDIA、Broadcom、Marvell、Micron、TSMC和AI服务器链。\\nAffected: NVDA(supplier\, mixed\, score 92)\; QQQ(etf\, mixed\, score 90)\; MSFT(subject\, mixed\, score 88)\; META(subject\, mixed\, score 88)\; AMZN(subject\, mixed\, score 86)\; GOOGL(subject\, mixed\, score 84)\\nSources: Microsoft FY26 Q3 official results: https://www.microsoft.com/en-us/investor/earnings/fy-2026-q3/press-release-webcast\\nMeta Q1 2026 official results: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/\\nAlphabet Q1 2026 SEC exhibit: https://www.sec.gov/Archives/edgar/data/1652044/000165204426000043/googexhibit991q12026.htm\\nAmazon Q1 2026 earnings release PDF: https://s2.q4cdn.com/299287126/files/doc_earnings/2026/q1/earnings-result/AMZN-Q1-2026-Earnings-Release.pdf\\nTom's Hardware hyperscaler capex summary: https://www.tomshardware.com/tech-industry/big-tech/big-techs-ai-spending-plans-reach-725-billion\\nMeta Q1 2026 official results: https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-First-Quarter-2026-Results/default.aspx\\nMarketBeat Microsoft estimated earnings date: https://www.marketbeat.com/stocks/NASDAQ/MSFT/earnings/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-hyperscaler-q2-2026-ai-capex-earnings-window
CATEGORIES:earnings\,US\,云资本开支\,hyperscaler\,AI数据中心\,GPU\,HBM\,AI capex\,cloud\,data center\,earnings window
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: 美国云厂商Q2 2026财报与AI资本开支再定价窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 美国云厂商Q2 2026财报与AI资本开支再定价窗口
END:VALARM
END:VEVENT
END:VCALENDAR