全球，黑色星期二！原因，找到了

Market Overview - The market experienced a significant downturn, with major indices such as the Nikkei and A-shares all declining sharply, indicating a shift towards a risk-averse mode among investors [1][10] - The Nikkei index fell over 3%, becoming the largest declining major index in the Asia-Pacific region, with notable drops in SoftBank (down 5.8%), Sony (down 3.5%), and Hitachi (down 4%) [1] - The cryptocurrency market also saw a substantial decline, with Bitcoin dropping over 3% and Ethereum falling by as much as 7.77%, leading to over 200,000 liquidations in the past 24 hours [3] Factors Influencing Market Movement - The downturn is attributed to two major news events: 1. The Chinese Ministry of Commerce announced countermeasures against five U.S. subsidiaries of Hanwha Ocean, raising concerns about a potential resurgence in trade disputes [10] 2. The unexpected withdrawal of the Komeito party from Japan's ruling coalition has created uncertainty regarding the election of a new Prime Minister, leading to a cautious atmosphere in the Japanese stock market [10] Investment Opportunities - Despite the market pullback, institutions are focusing on three main investment themes: 1. Technology sectors such as semiconductors, chips, AI, and military technology are seen as potential opportunities [11] 2. Domestic demand sectors including food and beverage, pharmaceuticals, and the internet are also highlighted for future investment [12] 3. Consumer, pharmaceutical, and internet sectors are viewed as having not yet experienced significant rebounds, presenting potential investment opportunities [13]