周末消息跌宕起伏：军工涨停到跌停？谈判峰回路转？

Group 1 - The escalation and subsequent ceasefire of the India-Pakistan conflict has led to fluctuating interest in military stocks, with significant discussions around the impact on the defense sector [1] - The Chinese military equipment, represented by the J-10C, has gained positive publicity from the conflict, which may benefit China's military trade [1] - The "14th Five-Year Plan" is anticipated to provide further opportunities for the military industry amidst the current geopolitical tensions [1] Group 2 - Ongoing negotiations in Switzerland between the U.S. and China have lasted around 8 hours, with both sides expressing a desire for constructive dialogue and potential progress [2] - Trump's comments on the negotiations suggest a positive outlook, but the actual outcomes remain to be confirmed [2] - The length of the discussions indicates a willingness to engage, which may lead to better-than-expected results for the market [2] Group 3 - The robotics sector is experiencing increased activity, with events and discussions focused on the commercialization of intelligent robots [4] - Developments in satellite internet and low-altitude economy are noteworthy, particularly regarding potential collaborations between China and Brazil [4] - Market direction for the upcoming week will depend on feedback from ongoing negotiations and may influence technology and growth sectors [4]