周末，不平静！降息利好来了！

Group 1 - The Vice Chairman of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference, Yi Huiman, is under investigation for serious violations of discipline and law [1] - The China Securities Regulatory Commission (CSRC) held a meeting to support the investigation and emphasized adherence to the central government's decisions [1] Group 2 - The People's Bank of China has increased its gold holdings for the 10th consecutive month, with foreign exchange reserves exceeding $3.3 trillion as of the end of August [2] - China's foreign exchange reserves rose by $29.9 billion, an increase of 0.91% from the end of July [2] Group 3 - New regulations on public fund sales have been introduced, leading to an estimated annual reduction of approximately 30 billion yuan in sales expenses, a decrease of 34% [3] - The maximum subscription and purchase fees for stock and mixed funds have been lowered significantly, with stock funds reduced from 1.2% to 0.8% and mixed funds from 1.2% to 0.5% [3] Group 4 - The U.S. non-farm payrolls for August showed a significant slowdown, with only 22,000 jobs added, prompting traders to increase bets on the Federal Reserve cutting interest rates [4] Group 5 - The U.S. has announced significant adjustments to its tariff policy, exempting key commodities such as gold and tungsten from tariffs while adding silicon products to the tax list [5] Group 6 - The Japanese Prime Minister, Shigeru Ishiba, has announced his resignation, citing a desire to prevent division within the party [6] Group 7 - Shenzhen has implemented new housing policies to relax purchase restrictions in eight districts, aiming to meet residents' housing needs and promote a stable real estate market [7] Group 8 - The controlling shareholder of Tonghuashun, Yi Zheng, and another major shareholder plan to reduce their holdings by up to 0.26% of the company's total shares, citing personal financial needs [8] Group 9 - Major securities firms have provided insights into market liquidity characteristics, noting a divergence in ETF fund flows and a potential shift in investment strategies towards core assets [10] - Recommendations include focusing on structural opportunities in sectors such as consumer electronics, resources, innovative pharmaceuticals, chemicals, and gaming [11] Group 10 - The market is experiencing a bullish atmosphere, with expectations of continued high volatility and opportunities in sectors like solid-state batteries and AI computing [12] - Analysts suggest that the current market adjustment is part of a larger upward trend, with a focus on low-penetration sectors and high-quality growth strategies [14]