下周重磅日程：英伟达财报、特朗普国情咨文、美伊博弈、德总理访华

Group 1 - The core focus for the upcoming week includes the macroeconomic landscape with President Trump's State of the Union address on February 24, outlining policy priorities for the year ahead [5] - Nvidia is set to release its earnings report on February 25, which will significantly impact the AI industry sentiment, alongside Baidu's earnings report on February 26 [5][8] - The MSCI China Index will include 37 new stocks, including Liou Co., Silver Nonferrous, and others, effective after the market closes on February 27 [23] Group 2 - The U.S. PPI data for January will be released on February 27, with expectations of a year-on-year increase of 2.6%, down from 3% [7] - The Japanese Tokyo CPI for February is expected to show a year-on-year increase of 1.4%, slightly down from 1.5% [7] - The Hong Kong government will release its new fiscal budget on February 25, with expectations of a return to surplus due to increased revenue from financial markets [22] Group 3 - Core companies such as Berkshire Hathaway, Salesforce, and Coreweave are scheduled to announce their earnings, providing diverse industry insights [10] - Apple will hold its annual shareholder meeting on February 24, where key decisions regarding executive compensation and board elections will be made [17] - The upcoming geopolitical events, including discussions on Iran's nuclear program and the visit of Germany's new Chancellor to China, may influence market dynamics [6][15]