Sou Hu Cai Jing·2026-02-21 23:09Group 1 - The US stock market rebounded this week, with all three major indices recording gains, including the S&P 500 and Nasdaq Composite, both up over 1% [1] - The Supreme Court's ruling against the Trump administration's large-scale tariffs under the International Emergency Economic Powers Act boosted market sentiment [1] - Trump announced plans to increase the global import tax rate from 10% to 15%, introducing new uncertainty for the market [1] Group 2 - Nvidia's upcoming earnings report is seen as a critical indicator for the sustainability of the AI boom, with expectations for results exceeding market forecasts [2] - The importance of earnings reports from the software sector has increased due to the intensifying impact of AI, with companies needing to adapt and innovate [3] - Despite weakness in tech stocks, sectors like energy, industrials, and consumer staples continue to support index performance [3] Group 3 - Key economic events next week include speeches from Federal Reserve officials and the release of various economic indicators, such as factory orders and consumer confidence [4] - Trump's State of the Union address is scheduled, which may provide insights into his administration's economic policies [4]