一周重磅日程：“关税风暴”要来了！

Key Events Overview - Trump plans to implement reciprocal tariffs on April 2, with a potential impact on the market depending on the nature of the tariffs [2] - The U.S. non-farm payroll report for March is expected to show a significant decrease in job additions, with projections of 135,000 new jobs compared to 151,000 previously [3][4] - The upcoming speeches from Federal Reserve Chairman Powell and other officials are anticipated to provide insights into the economic outlook and the impact of tariffs [6] Economic Data - The U.S. March non-farm payroll is projected to show a decline in job growth, with average hourly earnings expected to increase by 3.9% year-on-year, slightly lower than the previous 4% [3] - China's March PMI data will be released, with February's manufacturing PMI reported at 50.2%, indicating a return to expansion [8] Corporate Events - Tesla will cease production of the Japanese versions of Model S and Model X starting March 31, limiting inventory sales thereafter [10] - TSMC will open orders for 2nm wafers on April 1, following a ceremony for its new facility [13] - Xiaomi will celebrate its 15th anniversary on April 6, with expectations for new product launches [22] Market Reactions - Analysts predict varying market reactions to Trump's tariff announcements, with potential scenarios ranging from limited market impact to significant declines in global stock markets [2] - The Federal Reserve's stance on inflation and employment will be closely monitored, especially in light of recent GDP growth downgrades [6]