March 9 - March 15 Weekly Major Financial Events Overview, all times are in Beijing time:<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/ea2cbf6b-62f1-4e3d-97d2-487d8145f7b0.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/ea2cbf6b-62f1-4e3d-97d2-487d8145f7b0.png"/>In the coming week, the market will closely monitor how the Middle East conflict spreads and the extent of its impact on energy supply, while also digesting the upcoming inflation data from China and the United States. The core themes for next week are as follows:First, the macroeconomic data from China and the United States. The U.S. February CPI and the delayed release of the &#34;Federal Reserve's favorite inflation indicator,&#34; the January core PCE, will be released in succession. The stickiness of this data will directly influence expectations for Federal Reserve policy; meanwhile, China will intensively release import and export, inflation, and financial data, which, combined with the upcoming conclusion of the National People's Congress, will jointly verify the recovery of the domestic economy. Notably, the annual 315 Gala will be held next weekend.Second, geopolitical situation and technology industry activities. The Middle East is facing a critical juncture, with a new Iranian leader potentially emerging and an election meeting scheduled to be held within the next 24 hours, coupled with joint military exercises by Europe and the United States, geopolitical risks may disrupt market sentiment at any time. At the same time, the technology industry is continuously catalyzing, with the Global Artificial Intelligence Conference (GAIC) in Hangzhou gathering giants like DeepSeek and NVIDIA, and the U.S. Department of Commerce holding a robotics meeting, the industrial competition between AI and hard technology continues to heat up.Finally, the earnings season focuses on AI, new energy, and traditional energy giants. Oracle, CATL, Cambricon, Industrial Fulian, Li Auto, Nio, and others will disclose their latest performance, verifying the prosperity of high-tech and manufacturing industries; while Saudi Aramco's earnings report will directly reflect the deep impact of Middle Eastern turmoil on the global energy market.<hr/>Today's insights exclusive New Year ceremony starts with a book of insights~ Buy more for more benefits・Incredible value! Perfect for gifting friends and family / keeping for yourself<hr/><h2>Economic Indicators</h2><ul><li>U.S. CPI, Federal Reserve's favorite inflation indicator PCE, Q4 GDP</li></ul>On March 11, the U.S. February CPI will be released, with the market generally expecting the month-on-month core CPI increase to slow from 0.3% to 0.2%, while year-on-year remains flat at 2.5%. Bloomberg Economics believes that the decline in used car and rental prices is the main reason for the month-on-month slowdown.The &#34;Federal Reserve's favorite inflation indicator&#34; January core PCE data will be released on March 13, with the market expecting a month-on-month increase of 0.4%, and year-on-year possibly rising to 3.1%. Seasonal factors such as corporate price adjustments at the beginning of the year may lead to a higher January PCE readingIn addition, the U.S. personal consumption expenditures and personal income report for January has been rescheduled to March 13; data on U.S. fourth-quarter GDP and January durable goods orders will also be released successively.<ul><li>China's CPI, PPI, Import and Export, and Financial Data</li></ul>On March 9, China's February CPI and PPI data will be released. Huachuang Securities expects that due to the impact of the staggered Spring Festival and rising oil prices, the February CPI year-on-year may rise to around 0.9%, while the year-on-year decline in PPI may narrow to around -1.2%.The next day, the General Administration of Customs will release the import and export data for January-February. Huachuang Securities expects exports to grow by 7% year-on-year and imports to grow by 9%, with strong performance expected in midstream manufacturing exports.In addition, February financial data will also be released next week. Huachuang Securities expects new social financing to be about 1.2 trillion yuan, with the growth rate of social financing stock falling to 7.9%, and M2 year-on-year growth rate at 8.8%.<h2>Financial Events</h2><ul><li>China's Two Sessions Continue, Closing on the 11th and 12th</li></ul>On the morning of March 9, a &#34;representative channel&#34; concentrated interview activity will be held before the second plenary session.On the morning of March 11, the fourth session of the 14th National Committee of the Chinese People's Political Consultative Conference will conclude. In the afternoon of March 12, the fourth session of the 14th National People's Congress will conclude.<ul><li>Continue to Monitor Developments in the Middle East, Meeting to Elect Iran's Supreme Leader to Be Held Within the Next 24 Hours</li></ul>After the outbreak of conflict in the Middle East, global market attention has focused on this issue. This conflict has become a core variable in the financial markets, with soaring oil prices causing significant fluctuations in various assets and prompting investors to sharply lower their expectations for a rate cut by the Federal Reserve.The latest developments in the region are closely watched. According to a report by Xinhua News Agency on March 8, a member of the Iranian expert meeting stated that the meeting to elect Iran's Supreme Leader will be held within the next 24 hours. Trump again absurdly claimed he hopes to participate in the selection of Iran's next leader and stated that he does not want the U.S. to &#34;face the same problem every five or ten years.&#34;<ul><li>Joint Military Exercises Between South Korea and the U.S. and &#34;Cold Response 2026&#34; Military Exercise</li></ul>The &#34;Cold Response 2026&#34; military exercise is being held in the Arctic region of Norway and will conclude on March 19, involving 14 NATO countries, including the United States.In addition, according to CCTV News, citing information from the South Korean Joint Chiefs of Staff, the South Korean and U.S. military have decided to hold the 2026 &#34;Freedom Shield (FS)&#34; joint military exercise from March 9 to 19.<ul><li>U.S. Department of Commerce to Host U.S. Robotics Manufacturing Event</li></ul>According to Semafor, an invitation issued by the National Telecommunications and Information Administration under the U.S. Department of Commerce indicates that the Department of Commerce will hold a roundtable meeting for U.S. robotics manufacturers on March 10. This event is part of the U.S. efforts to promote domestic industrial development and other related topics. Invited participants include manufacturers of industrial robots and humanoid robots.<ul><li>Fifth Wind Power Operation and Maintenance Technology Reform Seminar</li></ul>The fifth wind power operation and maintenance technology reform seminar will be held in Beijing from March 10 to 11. The conference will focus on in-depth discussions on key areas such as policy market, technological innovation, efficiency improvement, asset management, and market-oriented transactions, centered around the core needs of industrial development<ul><li>Hangzhou Global Artificial Intelligence Conference (GAIC), Shanghai Global Investment Promotion Conference</li></ul>The Hangzhou Global Artificial Intelligence Conference (GAIC) will be held from March 12 to 14 at the Zhejiang Hangzhou International Expo Center. Leading global AI companies such as Huawei, Alibaba Cloud, DeepSeek, Yushu Technology, NVIDIA, and SenseTime will participate.On March 14, the Shanghai Global Investment Promotion Conference will take place in the Oriental Hub International Business Cooperation Zone.<ul><li>EU Economic and Financial Affairs Committee Meeting</li></ul>EU finance ministers are meeting in Brussels to discuss economic policy coordination and financial matters.<ul><li>Apple iPhone 17e and New iPad Air Launch for Sale</li></ul>Apple recently released the iPhone 17e and the new iPad Air, with prices consistent with previous models. The iPhone 17e is equipped with the A19 chip and C1X modem, with storage doubled to 256GB, but retains differences such as a single camera and 60Hz screen; the iPad Air upgrades to the M4 chip, with a 30% performance increase. Both products will be available for sale on March 11. This fall, Apple will also launch the iPhone 18 series and its first foldable iPhone, which is seen as a key focus of its annual hardware strategy.<ul><li>Alibaba Cloud's Bailian Voice Recognition Model sensevoice-v1 to be Discontinued</li></ul>Alibaba Cloud's large model service platform Bailian has announced that due to product strategy adjustments, the Alibaba Cloud voice recognition model sensevoice-v1 will be discontinued on March 9, 2026. Users are advised to upgrade and choose several new models such as fun-asr, fun-asr-mtl, and qwen3-asr-flash as alternatives.<ul><li>Hong Kong Plans to Issue First Batch of Stablecoin Licenses in March</li></ul>Hong Kong plans to issue the first batch of stablecoin licenses in March, although the specific date has not yet been clarified. Hong Kong Special Administrative Region Chief Executive John Lee attended the blockchain industry conference &#34;Consensus Hong Kong Conference 2026&#34; on February 11 and stated that the Hong Kong Monetary Authority is actively processing license applications, believing that the first batch of stablecoin issuer licenses will be issued in March.<ul><li>Japanese Prime Minister Sanae Takaichi to Meet with Middle East Envoy</li></ul>According to reports, Japanese Prime Minister Sanae Takaichi will meet with the Middle East envoy on March 12.<h2>Financial Reports</h2><ul><li>Saudi Aramco, CATL, Cambricon, Industrial Fulian, Oracle, Li Auto, NIO</li></ul>In the coming week, many companies will release their financial reports. In the A-share market, CATL, Cambricon, Industrial Fulian, Changchun Gaoxin, and Tonghuashun will successively announce their performance.In the Hong Kong and US stock markets, Oracle, Li Auto, NIO, Huiyu Technology, Manbang, Futu Holdings, BMW, BioNTech, Daimler Truck Holding, Dali Company, MTR Corporation, Porsche, Volkswagen, and Shenzhen South Circuit will also release their financial reports.The world's largest oil and gas company, Saudi Aramco, will also announce its latest performance on March 10, and attention should be paid to the impact of Middle Eastern geopolitical conflicts on itThe disclosure dates for AH stock financial reports are as follows:<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a68de965-cd8a-4fe6-81f2-a90c732af7b1.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a68de965-cd8a-4fe6-81f2-a90c732af7b1.png"/><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/fba986b1-783b-43b5-8d34-38448678e582.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/fba986b1-783b-43b5-8d34-38448678e582.png"/>

.IXIC

NDAQ

.SPX

The U.S. CPI and the "Federal Reserve's favorite inflation indicator" have been released one after another, putting the inflation path to the test again; China's February CPI, PPI, import and export, and financial data are being released intensively, and the economic performance at the beginning of the year is yet to be verified. In terms of earnings reports, CATL, Cambricon, Li Auto, and NIO Inc have announced their results, while Saudi Aramco's performance affects the oil market. In terms of events, the situation in Iran is under close attention, China's Two Sessions have concluded, U.S.-South Korea military exercises have begun, the Hangzhou AI Conference is being held, and Apple's new products are on sale

- The upcoming week will focus on the Middle East conflict's impact on energy supply and the impending US-China inflation data.  
- Key events include the release of US CPI and the Fed's preferred PCE inflation measure, alongside China's economic indicators and the ongoing National People's Congress.  
- Additionally, geopolitical developments in the Middle East and major financial reports from companies like Saudi Aramco and Nvidia will further influence market sentiments.

Wallstreetcn

NASDAQ Composite Index

Nasdaq

S&P 500

Dow Jones Utility Average

Apple

CATL

NIO Inc

NIO-SW

LI AUTO-W

Li Auto

Cambricon

Direxion Daily AAPL Bull 2X Shares

Fidelity Nasdaq Composite Index ETF

Invesco QQQ Trust

GraniteShares 2x Long AAPL Daily ETF

Next week's key agenda: China and U.S. CPI; developments in the Iran situation; earnings reports from Oracle, Cambricon, and CATL