A股指数集体低开：沪指跌0.11%，液态金属、培育钻石等板块跌幅居前

Market Overview - The three major indices in China opened lower, with the Shanghai Composite Index down 0.11%, the Shenzhen Component down 0.20%, and the ChiNext Index down 0.36% [1][2] - The liquid metal, HBM, and cultivated diamond sectors experienced significant declines [1] External Market - U.S. stock indices closed lower, with the Dow Jones down 301.07 points (0.65%) at 45,952.24 points, the Nasdaq down 107.54 points (0.47%) at 22,562.54 points, and the S&P 500 down 41.99 points (0.63%) at 6,629.07 points [3] - The Nasdaq Golden Dragon China Index fell by 0.91%, with most popular Chinese concept stocks declining, including Century Internet down over 5% and Kingsoft Cloud down over 2% [3] Industry Insights - CITIC Securities highlighted the "Three-Year Doubling" plan for electric vehicle charging infrastructure, aiming to establish 28 million charging facilities by the end of 2027, which will significantly boost demand for high-power fast charging equipment [4] - CITIC Jiantou noted that the capital market may see a rotation of sectors in the short to medium term (2025-2026), focusing on opportunities in elderly care, infrastructure, and new consumption sectors [5] - Huatai Securities indicated that the aviation sector is expected to maintain a positive outlook, with passenger load factors improving and ticket prices showing signs of recovery [6] - China Galaxy Securities suggested that monetary easing in the fourth quarter may exceed expectations, driven by economic data showing signs of weakness and the need for lower interest rates to support growth [7]