和讯投顾高璐明：周末重磅消息，带来向上反攻机会

Group 1 - The final trade agreement with the United States is seen as a positive development for the market and economy, despite potential future fluctuations from the U.S. side [1] - The announcement of a $50 billion investment by the National Fund in domestic semiconductor development indicates a strong commitment to self-sufficiency and breaking through technological bottlenecks, which could lead to short-term and long-term benefits for related sectors [1] - The proposed increase in the price fluctuation limit for risk-warning stocks on the main board from 5% to 10% is expected to significantly impact the ST sector and financial IT, creating new trading opportunities [1] Group 2 - The central bank's emphasis on implementing a moderately loose monetary policy and increasing credit support aims to boost domestic circulation and stabilize the capital market, which is expected to have a positive effect on the overall market and economy [2] - Regulatory bodies have announced strict penalties for financial fraud, including accountability for those who facilitate such actions, which reflects a strong stance against financial misconduct and is likely to maintain market stability while affecting short-term speculative activities [2]