“超级央行周”来临；苹果等科技巨头将发财报｜周末要闻速递

Group 1: US-China Economic Talks - The US and China held economic consultations in Kuala Lumpur, focusing on key issues such as maritime logistics, shipbuilding industry measures, and agricultural trade [1] Group 2: State-Owned Assets - By the end of 2024, the total assets of state-owned enterprises (excluding financial enterprises) in China are projected to reach 401.7 trillion yuan, with state-owned capital equity at 109.4 trillion yuan [2] Group 3: Central Bank Operations - The People's Bank of China will conduct a 900 billion yuan MLF operation with a one-year term on October 27, 2025, to maintain ample liquidity in the banking system [3] Group 4: Advances in Lithography Technology - A research team from Peking University has made significant breakthroughs in lithography technology, which is crucial for the continuous miniaturization of integrated circuit chips [4] Group 5: Leadership Changes at Kweichow Moutai - Kweichow Moutai announced a major personnel change, appointing Chen Hua, the former director of the Guizhou Provincial Energy Bureau, as the new chairman [5] Group 6: Stock Trading Risks - Shangwei New Materials issued a risk warning regarding its stock trading, indicating that the stock price has significantly deviated from its fundamentals, which may lead to a rapid decline [6] Group 7: US-Canada Trade Tensions - President Trump announced a 10% additional tariff on Canada in response to perceived misinformation and hostile actions from the Canadian government [7] Group 8: US Core CPI Data - The US core CPI for September increased by 3% year-on-year, which was below market expectations of 3.1% [8] Group 9: Upcoming Financial Events - A "super central bank week" is anticipated, with major central banks including the Federal Reserve expected to announce interest rate decisions [10] Group 10: Market Outlook - Analysts predict a "slow bull" trend in the A-share market, with a focus on the TMT sector as a potential mid-term mainline due to liquidity-driven market conditions [16][17]