As the shareholder meeting season arrives, hundreds of publicly listed companies are revealing their past performance and future strategies, attracting significant attention from investors. Shareholder meetings serve not only as a legal obligation but are also an essential aspect of corporate governance. During these meetings, senior executives report in detail on the company's annual operating performance, including financial disclosures, the board's operational reports, and audit reports certified by accountants, fully reflecting the company's financial health and operational effectiveness. Moreover, many companies outline their future operational plans during these meetings, providing insights into the market's focus.

Investors are encouraged to keep track of the schedules for shareholder meetings of the companies they hold shares in, which can strengthen their informational advantage and investment judgments. A recommended strategy is to consult the Yahoo Stock Market's shareholder meeting calendar to stay informed about governance changes in their portfolios.

NVIDIA (NVDA) is scheduled to announce its financial report on May 28, with the U.S. releasing the crucial Personal Consumption Expenditures (PCE) index on May 30. As a leader in AI chip technology, NVIDIA's financial performance will serve as a key indicator for the technology sector and AI development. Strong results could drive an upswing in tech stocks, particularly semiconductor and AI-related shares, while poor results could lead to a significant correction in tech stocks. Given NVIDIA's considerable weight in the S&P 500 index, fluctuations in its stock price will affect institutional investors' asset allocation, impacting the broader capital market. Furthermore, the PCE index is a core reference for the Federal Reserve's monetary policy decisions, directly influencing market expectations regarding future interest rates. If the PCE holds above the 2% target, it may reinforce market expectations for the Federal Reserve to maintain restrictive policies, potentially delaying interest rate cuts. Conversely, a lower PCE could create room for interest rate cuts, thereby affecting the real estate market and consumer spending patterns. Thus, investors must closely monitor these two key indicators to make timely adjustments to their asset allocation.

In the bond market, Taiwan's bond ETFs will also enter the ex-dividend season in June. According to statistics, several bond ETFs will undergo concentrated ex-dividend distributions from June 3 to 5, which investors should pay attention to in order to grasp market trends.