一周重磅日程：中国两会、美国非农、伊朗局势进展、MiniMax京东B站财报

Core Viewpoint - The article highlights significant upcoming economic events and data releases from March 2 to March 8, 2026, focusing on macroeconomic indicators, geopolitical developments, technological advancements, and corporate earnings reports [5][6][10]. Economic Indicators - The Eurozone's final manufacturing PMI for February is expected to be 50.8, while the US ISM manufacturing index is projected to decline to 51.8 from 52.6 [3]. - China's official manufacturing PMI for February is anticipated to be 49.3, indicating a contraction in the manufacturing sector [4][14]. - The US is expected to report a significant slowdown in non-farm payrolls for February, with an estimated increase of only 6,000 jobs, down from a previous increase of 130,000 [6][11]. Geopolitical Developments - The article notes escalating tensions in the Middle East, particularly with Iran's announcement of a major offensive against Israel and US bases following the assassination of its Supreme Leader [7][18]. - Additionally, there are indications of a new round of talks between Ukraine and Russia, facilitated by the US, scheduled for March 4-5 [8]. Technological Advancements - The 2026 Mobile World Congress (MWC) is set to take place from March 2 to 5, focusing on the integration of AI and communication technologies [9][20]. - Alibaba's AI assistant "Qianwen" is launching its first AI glasses at MWC, marking its entry into the AI hardware market [21]. - Apple is expected to unveil new MacBook models featuring the M5 chip during a global launch event on March 4 [22]. Corporate Earnings Reports - MiniMax is set to release its first annual report since going public on March 2, while major companies like JD.com and Bilibili will report earnings on March 5 [10][30]. - Broadcom's earnings call is scheduled for March 4, with a focus on its AI business outlook [30][33]. - Credo, a leading AI connectivity chip manufacturer, anticipates a revenue of $404 million to $408 million for Q3 of fiscal 2026, significantly exceeding market expectations [37].