A股指数集体低开：沪指跌0.35%，CPO、玻纤等板块跌幅居前

Market Overview - Major indices in China opened lower, with the Shanghai Composite Index down 0.35%, Shenzhen Component down 0.38%, and ChiNext down 0.42% [1] - The Shanghai Composite Index closed at 3,839.86 points with a trading volume of 71.96 billion [2] - The Shenzhen Component Index closed at 13,394.79 points with a trading volume of 103.37 billion [2] - The ChiNext Index closed at 3,222.19 points with a trading volume of 42.28 billion [2] External Market - US stock indices fell for the third consecutive day, with the Dow Jones down 0.38% to 45,947.32 points, S&P 500 down 0.50% to 6,604.72 points, and Nasdaq down 0.50% to 22,384.70 points [3] - Most Chinese concept stocks saw gains, with notable increases in NIO (up 4.92%), XPeng (up 4.61%), and Bilibili (up 4.07%) [3] Industry Insights - CITIC Securities highlights that the embodied intelligent robotics sector is expected to become one of the most significant technology industry opportunities in the next 5-10 years, driven by accelerated mass production and innovation in core components [4] - CITIC Jiantou notes that the domestic dairy industry is entering a new phase of deep processing, with expected capacity exceeding 700,000 tons and a B-end demand scale projected to exceed 26 billion [5] - CICC reports that the global automotive landscape is undergoing restructuring, with China's electric intelligent supply chain poised to benefit significantly from increased exports and rising demand for new energy vehicles in non-Chinese markets [6]