This week's key agenda overview

• A super central bank week is about to arrive! The Federal Reserve leads several central banks in announcing interest rate decisions.

In the coming week, global investors will welcome a 'super central bank week,' with the Federal Reserve, Bank of Japan, Swiss National Bank, Riksbank, and Bank of England all set to announce interest rate decisions. Investors should fasten their seatbelts.

Among them, the most anticipated is undoubtedly the Federal Reserve. The Federal Reserve will announce the interest rate decision and the latest dot plot at 2 AM Beijing time on Thursday, and Chair Powell will hold a press conference half an hour after the announcement.

The market widely expects the Federal Reserve to maintain interest rates, but investors are focused on the possibility of rate cuts later this year and are hoping to find signals in the meeting regarding the Fed's readiness to act.

Morgan Stanley also expects that in the press conference following the interest rate meeting, Chairman Powell will take a cautiously optimistic view of economic growth and deflation, but will emphasize that the Federal Reserve will remain patient. Morgan Stanley believes that the future direction of monetary policy will depend on policy choices that have yet to be made and their combined effects, so the Federal Reserve will not rush to act.

In addition, Morgan Stanley expects the Federal Reserve will discuss the issue of balance sheet reduction (quantitative tightening, QT) in depth. The report mentions that the meeting may involve the timing and manner of ending QT to ensure the smooth operation of the financial markets. This discussion will be one of the focal points of market attention.

• The NVIDIA GTC conference is about to begin. Will it become a "turning point" for USA technology stocks?

In the coming week, another major highlight is $NVIDIA(NVDA.US)$ the GTC conference, which will last a week (from March 17 to 21).

NVIDIA CEO Jensen Huang will give a speech at 1 AM Beijing time on Wednesday and will hold a Q&A session with financial Analysts on March 19. According to NVIDIA's official website, he will "Share how NVIDIA's accelerated computing platform is driving the next wave of AI, Digital Twin, cloud technology, and sustainable computing."

NVIDIA typically announces significant GPU-related products at GTC, and market analysis suggests that the upgraded version of the new generation Blackwell chips may debut at this conference. Another major focus for investors is NVIDIA's next-generation GPU - Rubin, which is expected to be released in 2026. Huang has stated that Rubin will bring a "huge, huge, tremendous leap in performance."

In addition to Huang's speech, two other events are highly anticipated: first, at 9:30 AM Beijing time on March 18, the China AI Day - Cloud and Internet online Chinese special session; second, at 1:00-3:00 AM Beijing time on March 21, NVIDIA's first "Quantum Day" event.

China AI Day - The Cloud and Internet Online Chinese Special Session brings together many domestic cloud and Internet enterprises, including ByteDance, Volcano Engine, Alibaba Cloud, Baidu, ANT GROUP CO., LTD., JD.com, Meituan, Kuaishou, Baichuan Intelligent, Laye Technology, and Votee AI. They will share cutting-edge progress in large language models, multimodal large language models, data science, and search promotion, showcasing how to achieve production-level AI performance and efficiency improvements using cooperative optimization methods for software and hardware.

At NVIDIA's first "Quantum Day" event, Huang will share the stage with executives from quantum industry enterprises to discuss the current status, potential, and future directions of quantum computing. Related companies include Alice & Bob, Atom Computing, $D-Wave Quantum(QBTS.US)$ Infleqtion, $IonQ Inc(IONQ.US)$ Pasqal, PsiQuantum, Quantinuum, Quantum Circuits, QuEra Computing, $Rigetti Computing(RGTI.US)$ 、SEEQC。

• 多家中概股业绩来袭！包括腾讯、小米、美团、拼多多等

未来一周，港股业绩迎来密集发布期，包括 $XIAOMI-W(01810.HK)$ 、 $PDD Holdings (PDD.US)$ 、 $TENCENT (00700.HK)$ 、 $NIO (NIO.US)$ and $MEITUAN-W(03690.HK)$ The market believes this is expected to become a catalyst for the Hang Seng Index to break upwards.

Among them, $XIAOMI-W(01810.HK)$The Earnings Reports will be released on March 18, and the market generally predicts that Q4 2024 is expected to achieve revenue of 102.211 billion yuan, a year-on-year increase of 39.55%; the expected EPS is 0.218 yuan, a year-on-year increase of 20.83%.

$TENCENT (00700.HK)$ The latest quarterly Earnings Reports will be released on March 19. The market generally expects TENCENT Q4 to achieve revenue of 168.435 billion yuan, a year-on-year increase of 8.53%; the expected EPS is 4.553 yuan, a year-on-year increase of 62.21%. This Earnings Report will focus on capital expenditure.

• The State Council Information Office will hold a press conference on March 17 to introduce the situation regarding boosting Consumer.

The State Council Information Office will hold a press conference on March 17, 2025 (Monday) at 3 PM, inviting the Vice Chairman of the National Development and Reform Commission, Li Chunlin, along with relevant responsible persons from the Ministry of Finance, the Ministry of Human Resources and Social Security, the Ministry of Commerce, the People's Bank of China, and the State Administration for Market Regulation to introduce the situation regarding boosting Consumer and answer questions from reporters.

This week’s key performance calendar.

March 17, Monday.

Keywords: USA February retail sales month-on-month, NVIDIA holding the GTC conference, WUXI APPTEC/KINGDEE INT'L earnings.

On Monday, in terms of economic data, China will announce the year-on-year total retail sales of social consumer goods for January and February, and the year-on-year industrial added value above a designated size for January and February; the USA will announce February retail sales month-on-month, the March New York Fed manufacturing index, and other data.

In terms of financial events, the highly anticipated NVIDIA GTC conference opens, which will last for a week (from March 17 to 21); the State Council Information Office will hold a press conference on the national economic operation, and another press conference on measures to boost consumption.

In terms of earnings reports, the Hong Kong stock market. $WUXI APPTEC(02359.HK)$ 、 $KINGDEE INT'L (00268.HK)$ 、 $YSB (09885.HK)$ Performance will be announced.

March 18, Tuesday.

Keywords: NVIDIA GTC 2025 conference's China AI Day, USA February import price index month-on-month, Xiaomi/Xpeng Motors performance.

On Tuesday, in terms of economic data, investors can pay attention to USA February new housing starts annualized, USA February building permits total, USA February import price index month-on-month, USA February industrial production month-on-month, and other data.

In terms of financial events, the China AI Day "Cloud and Internet online Chinese session" at NVIDIA GTC 2025 conference is scheduled to officially commence at 9:30 AM Beijing time on March 18. This session gathers leading cloud and internet companies in China, including ByteDance, Volcano Engine, Alibaba Cloud, Baidu, ANT GROUP CO., LTD., JD.com, MEITUAN, Kuaishou, Baichuan Intelligence, Laiye Technology, and Votee AI.

In terms of Earnings Reports, $XIAOMI-W(01810.HK)$ 、 $ China United Network Communications (00762.HK)$ 、 $HK Electric Investments and HK Electric Investments(02638.HK)$ 、 $KE Holdings (BEKE.US)$ 、 $Xpeng Motors (XPEV.US)$ The results will soon be announced.

March 19, Wednesday

Keywords: Jensen Huang's GTC 2025 keynote speech, the Bank of Japan announces interest rate decision, Bank of Japan Governor Ueda Kazuo holds a monetary policy press conference, Tencent/Kingsoft Cloud/GDS Holdings earnings.

On Wednesday, in terms of economic data, investors may pay attention to the EIA Crude Oil Product inventory for the week ending March 14 in the USA.

In terms of financial events, at 1:00 AM Beijing time on March 19, NVIDIA CEO Jensen Huang will give a live speech focusing on AI agents, Siasun Robot&Automation technology, and the future development of accelerated computing.

In addition, the Bank of Japan will announce the interest rate decision, followed by a monetary policy press conference held by Bank of Japan Governor Ueda Kazuo.

In terms of Earnings Reports, $TENCENT (00700.HK)$ 、 $ANTA SPORTS (02020.HK)$ 、 Kingsoft Cloud (03896.HK). 、 $GDS-SW(09698.HK)$The performance will be announced.

March 20, Thursday.

Keywords: The Federal Reserve announced the interest rate decision and economic forecast summary, Powell held a monetary policy press conference, LPR, Japanese stocks closed for a holiday, PDD Holdings/Micron/CHINA MOBILE performance.

On Thursday, in terms of economic data, investors can focus on China's one-year loan market Quote as of March 20, the number of initial unemployment claims in the USA for the week ending March 15, the USA's fourth-quarter current account, and the March Philadelphia Federal Reserve manufacturing index.

In terms of financial events, the Federal Reserve will announce the interest rate decision and economic forecast summary, Federal Reserve Chairman Powell will hold a monetary policy press conference, the Central Bank of Brazil will announce the interest rate decision, the Swiss National Bank will announce the interest rate decision, the Bank of England will announce the interest rate decision, and the Swedish National Bank will announce the interest rate decision.

In terms of Earnings Reports, $CHINA MOBILE(00941.HK)$ 、 $Ping An Insurance (02318.HK)$ 、 $CKH HOLDINGS (00001.HK)$ 、 $PDD Holdings (PDD.US)$ Performance will be announced soon; in addition, $Micron Technology (MU.US)$ 、 $Nike (NKE.US)$ 、 $FedEx (FDX.US)$ will announce their earnings after the market closes.

March 21, Friday

Keywords: Japan's February CPI data, Federal Reserve voting committee speeches, GTC conference's first Quantum Day, MEITUAN/NIO earnings.

On Friday, regarding economic data, investors should pay attention to Japan's February national core CPI year-on-year.

In terms of financial events, the FOMC permanent voting committee member, New York Fed President Williams will give a speech; in addition, from 1:00 to 3:00 AM Beijing time on March 21, NVIDIA will hold its first 'Quantum Day' event, where Jensen Huang will share the stage with executives from quantum industry companies to discuss the current state, potential, and future direction of quantum computing technology.

In terms of Earnings Reports, $MEITUAN-W(03690.HK)$ 、 $Zijin Mining Group (02899.HK)$ 、 $Brocco (00325.HK)$ 、 $NIO (NIO.US)$ 、 $MINISO (MNSO.US)$ Waiting for performance release.

Regarding the IPOs, $Vysion Pharmaceutical-B (02561.HK)$ Listed on the Hong Kong Stock Exchange.

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In the new week, wishing mooers smooth investments!

Editor/Somer