华尔街见闻·2026-03-08 05:50Core Viewpoint - The article emphasizes the importance of monitoring macroeconomic data from the US and China, geopolitical developments in the Middle East, and upcoming earnings reports from key companies to gauge market sentiment and investment opportunities. Economic Data - The US is set to release its February CPI on March 11, with expectations of a month-on-month increase slowing from 0.3% to 0.2%, while the year-on-year figure is expected to remain at 2.5% [8]. - The "Fed's favorite inflation indicator," the January core PCE, will be published on March 13, with a projected month-on-month increase of 0.4% and a year-on-year rise to 3.1% [8]. - In China, February CPI and PPI data are anticipated, with projections of a CPI increase to around 0.9% and a narrowing PPI decline to -1.2% [10]. - The customs authority will release January-February import and export data, with expected export growth of 7% and import growth of 9% [11]. Geopolitical Developments - The article highlights the ongoing geopolitical tensions in the Middle East, particularly the election of a new Iranian leader, which could impact global market sentiment and oil prices [15]. - The US and South Korea are conducting joint military exercises from March 9 to 19, which may also influence market dynamics [17]. Technology and Industry Events - The US Department of Commerce is hosting a roundtable on American robotics manufacturing on March 10, aimed at promoting domestic industry development [18]. - The Global Artificial Intelligence Conference in Hangzhou will take place from March 12 to 14, featuring major AI companies like NVIDIA and Huawei [20]. Earnings Reports - A number of significant companies, including Oracle, NIO, and Saudi Aramco, are expected to release their earnings reports, which will provide insights into the performance of the tech and energy sectors amid current market conditions [27][28].