利好！热门赛道，新突破！美联储，降息大消息……周末，这些重要消息或将影响股市

Group 1: Employment and Economic Data - The upcoming ADP employment report on November 5 is expected to show significant slowdown in the job market, with recent ADP data being negative for two consecutive months, providing key evidence for the Federal Reserve's future rate cut path [10] - The official non-farm payroll data, originally scheduled for November 7, may be delayed due to government shutdown, with market expectations predicting only about 50,000 jobs added in October and an unemployment rate potentially rising to 4.4% [10] Group 2: Monetary Policy and Federal Reserve - Federal Reserve officials are showing increasing divergence regarding monetary policy, with some advocating for continued rate cuts in December due to risks of a slowing job market, while others express concerns about the implications of further cuts [9] - Federal Reserve Governor Waller suggests that despite the government shutdown risks, the Fed should continue to rely on data to guide monetary policy, indicating a preference for further rate cuts [9] Group 3: Tax Policy on Gold - The announcement from the Ministry of Finance and the State Taxation Administration on November 1 clarifies tax policies related to gold, maintaining tax incentives for exchange-traded gold while imposing VAT on non-exchange transactions [3] - The announcement specifies that standard gold used for investment purposes will have VAT refunded immediately, while non-investment gold will be exempt from VAT [3] Group 4: Nuclear Energy Developments - A significant breakthrough in nuclear energy was reported on November 1, with China achieving thorium-uranium fuel conversion based on molten salt reactors, marking a technological feasibility for utilizing thorium resources [5] - This development is seen as a critical opportunity for China to reduce reliance on uranium and leverage its abundant thorium reserves, with the A-share nuclear power sector showing strong performance, with nearly 30 related stocks rising over 100% this year [5] Group 5: Public Fund Management - The China Securities Regulatory Commission released a draft guideline on performance benchmarks for public funds, aiming to enhance stability in investment behavior and clarify product investment styles [4] - The guidelines focus on improving internal controls and external regulatory requirements across the entire fund management process [4]