和讯投顾高璐明：周末六大重磅消息！下周注意这几点！

Group 1 - The first positive news comes from the State Council, emphasizing the need to strengthen the coordination between fiscal and financial policies to encourage social capital participation in promoting consumption and expanding investment, which benefits the overall market and related consumer sectors [1] - A short-term negative news is the announcement from the Ministry of Finance and the State Taxation Administration to cancel the export VAT refund for photovoltaic products and adjust the battery export refund downwards, which may create short-term weakness but could present medium to long-term opportunities for the industry [1] - Significant breakthroughs in resource extraction technology have been achieved by the Chinese Academy of Sciences and in the lithium extraction from salt lakes, which will positively impact related sectors and companies [1] - Due to the high electricity consumption of artificial intelligence and the emergence of power shortages, there is an increase in orders for gas turbines from companies like Tesla, which benefits the domestic gas turbine industry as products may be exported [1] Group 2 - A wave of price increases in consumer electronics has begun, with laptops and domestic smartphones raising prices by 500 to 1500 yuan or more, which primarily benefits the consumer electronics sector [2]