Nvidia(US:NVDA) Sou Hu Cai Jing·2026-03-18 05:13Group 1 - The ongoing conflict involving the US, Iran, and Israel has entered its third week, causing significant disruptions in the energy commodity market, leading to rising oil prices and inflation, which in turn affects corporate profitability and market stability [1] - The upcoming week will see major central banks, including the Federal Reserve, announce their interest rate decisions amidst high uncertainty in the market [3][4] - The Federal Reserve is expected to maintain interest rates during its upcoming meeting, with a focus on the economic projections and dot plot due to the recent surge in oil prices, which has diminished expectations for rate cuts [3] Group 2 - Important economic data to be released this week includes the US industrial production month-on-month for February, API crude oil inventories, PPI year-on-year and month-on-month for February, initial jobless claims, and the Philadelphia Fed manufacturing index [5] - These economic indicators are crucial for understanding inflation transmission, labor market resilience, and manufacturing recovery, which will influence policy expectations from the Federal Reserve and the European Central Bank, as well as global asset pricing [5] Group 3 - The NVIDIA GTC 2026 conference will take place from March 16 to 19 in San Jose, California, focusing on advancements in AI technology [6][8] - Keynote speaker Jensen Huang is expected to present updates across the AI stack, including chips, software, models, and applications, with a particular emphasis on new chip architectures optimized for inference and agentic AI [8] - The emerging computing market is also seeing developments from Cysic, which is completing upgrades to become a major zero-knowledge proof computing node, enhancing the credibility and verification in the AI inference industry [8]