A股三大指数集体下跌，工业金属、存储芯片、影视院线等板块涨幅居前

Market Overview - A-shares experienced a collective decline with the Shanghai Composite Index down 0.12%, Shenzhen Component down 0.43%, and ChiNext down 1.09% as of the market close on September 12 [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 25,483 billion yuan, an increase of 837 billion yuan compared to the previous day, with over 3,300 stocks declining [1] Industrial Metals - Industrial metals led the sector gains with multiple stocks hitting the daily limit [4] - The U.S. reported an August Consumer Price Index (CPI) increase of 2.9% year-on-year, up from 2.7% the previous month, marking the highest level in seven months [4] - The core CPI, excluding volatile food and energy prices, remained steady at a 3.1% year-on-year increase [4] - Following the CPI data, traders increased bets on the Federal Reserve lowering interest rates, with expectations of at least two rate cuts by year-end, potentially three [5] - New Lake Futures noted that copper prices are expected to rise due to healthy supply-demand dynamics and anticipated production cuts from both overseas and domestic smelters [5][6] Storage Chips - The storage chip sector showed active performance, with SanDisk announcing a price increase of over 10% for its products, indicating a shift in supply-demand dynamics [7] - The demand for storage is being driven by AI applications and strong needs in data centers and mobile sectors, while supply is tightening due to financial difficulties faced by some suppliers [7] Film and Cinema - The film and cinema sector saw significant gains, with 40 films scheduled for release in September [8] - The highly anticipated film "731" is projected to exceed 4 billion yuan in box office revenue, with a pre-release screening rate of over 99% [8] - The film "志愿军：浴血和平" is also expected to perform well, with a projected box office of 2 billion yuan [8] - Guosen Securities forecasts that the film sector will achieve a revenue of 11.47 billion yuan in the first half of 2025, a year-on-year increase of 29.59%, with net profit expected to rise by 92.55% [8]