周末！中美，大利好！

Group 1 - The Chinese government is planning a series of major policies, reforms, and projects to ensure a strong economic recovery and a successful conclusion to the 14th Five-Year Plan while preparing for the 15th Five-Year Plan [3] - China and the U.S. held constructive economic and trade consultations in Kuala Lumpur, addressing key issues such as maritime logistics, tariffs, and agricultural trade, reaching a preliminary consensus on several important economic topics [4][5] - The People's Bank of China and other financial regulatory bodies are focusing on enhancing the resilience of the capital market and maintaining the stability of the RMB exchange rate [6] Group 2 - U.S. inflation data for September came in lower than expected, which may strengthen the prospects for a Federal Reserve interest rate cut [7] - The recent appointment of Chen Hua as the new chairman of Kweichow Moutai Group indicates a significant leadership change within the company [9] - The Guangdong provincial government has issued measures to support the high-quality development of the low-altitude economy, encouraging R&D investments in related enterprises [10] Group 3 - Hangzhou is launching a housing stimulus program that offers 100,000 yuan in consumption vouchers for home purchases, aimed at boosting the local real estate market [11] - A breakthrough in the field of chip manufacturing has been achieved in China, with new developments in photoresist technology that could significantly reduce defects in lithography processes [12] Group 4 - Market sentiment is stabilizing, with a shift back to performance-driven structures as the market adjusts to recent changes in trade relations and the conclusion of quarterly reports [13] - The market is expected to continue its upward trend, supported by a series of positive signals from U.S.-China relations and the release of the 15th Five-Year Plan, which outlines a clear growth path for A-shares [14][16] - The focus is shifting towards sectors that benefit from the recovery of manufacturing and the impact of AI technology, with recommendations for investments in various industries including robotics, semiconductors, and innovative pharmaceuticals [15][19]