In February, the three major U.S. stock indices experienced volatile trading, among which…$Dow Jones Industrial Average (.DJI.US)$After breaking through the 50,000-point mark—a new historical high—within the month, it has since retreated.$Nasdaq Composite Index (.IXIC.US)$ 、 $S&P 500 Index (.SPX.US)$The latter half of the month saw volatile, slight rebounds. During this period, Trump’s tariff rulings and escalating tensions in the Middle East disrupted market risk appetite, the AI race accelerated, and the resilience of the U.S. economy led to a decline in expectations of interest rate cuts.
Looking ahead to the upcoming March, investors will be treated to the Federal Reserve’s interest rate decision, NVIDIA’s CTC Conference, Broadcom/Micron Technology’s earnings reports, and a series of major economic data releases; at the end of the month, White House officials stated that U.S. President Trump plans to visit China.
On March 4, U.S. Eastern Time, after the close of U.S. stock trading (March 5, Beijing Time), the semiconductor giant…$Broadcom (AVGO.US)$The latest results will be announced.
Starting March 8, North America will switch to daylight saving time, meaning U.S. stock market trading hours and economic data release times will be advanced by one hour compared to standard time.From March 15 to 19, the 51st Optical Fiber Communication Conference & Exhibition (OFC) will be held at the Los Angeles Convention Center in California, USA.
OFC is the “Super Bowl” of the global optical communications industry—every year, the battle over technological roadmaps, product launches, and commercial partnerships often comes to a head here. Overall, the OFC 2026 conference will center on CPO (Co-Packaging of Photonic and Electronic Components) as its core focus, while comprehensively driving the key evolutions across the optical communications value chain: concentrating on the mass production timeline for 3.2T optical modules and the penetration of OCS architectures; closely monitoring the expansion of 200G EML and 400mW CW laser production, as well as breakthroughs in cutting‑edge technologies such as microring modulators, thin‑film lithium niobate, and silicon photonics heterogeneous bonding.
From March 16 to 19,$NVIDIA (NVDA.US)$The GTC conference will be held in the United States; at 2:00 a.m. on March 17, CEO Jensen Huang will deliver a speech.
Jensen Huang previously announced that the GTC conference this year would unveil a brand‑new chip product “the world has never seen before.” Market analysts believe the new product may involve derivative products of the Rubin series or more revolutionary chips based on the Feynman architecture, with market expectations that the Feynman architecture will be deeply optimized for inference scenarios.
On March 18, U.S. Eastern Time, after the close of U.S. stock trading (March 19, Beijing Time), the storage giant…$Micron Technology (MU.US)$The latest results will be announced.
At 2:00 a.m. on March 19, the Federal Reserve will announce its March interest rate decision; half an hour later, Powell will hold a monetary policy press conference.
According to the latest data from CME’s “FedWatch” tool, the market now expects the Federal Reserve to hold interest rates steady at its March meeting with a probability of roughly 96.4%, while the likelihood of a 25-basis-point rate cut has fallen to 3.6%. The market’s expectation that rate cuts will begin in March has largely evaporated.
The latest Federal Reserve meeting minutes reveal that several officials believe it is premature to rush into a new round of easing until the downward trend in inflation has fully stabilized. Federal Reserve Governor Christopher Waller stated that the March interest rate decision is directly tied to the February nonfarm payroll data. If the February employment report shows that, after a weak performance in 2025, the U.S. labor market has “shifted toward a more robust state,” he would be open to holding interest rates steady at the Fed’s March meeting.
From March 31 to April 2, according to Reuters citing White House officials, Trump plans to visit China.
At a recent regular press conference, Chinese Foreign Ministry Spokesperson Mao Ning stated that China and the United States are maintaining communication regarding President Trump’s visit to China, but the specific itinerary has not yet been confirmed.
In addition, a series of major economic data will be released in March, including the U.S. February non-farm payrolls, the “small non-farm” ADP employment figures, the CPI, monthly retail sales, and PCE data—investors are advised to stay tuned.
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Editor/Jayden