黑周五再现，三大指数集体回撤，热点快速切换且杂乱

Market Performance - The three major indices collectively declined, with the Shanghai Composite Index down 0.63%, the Shenzhen Component down 0.62%, and the ChiNext Index down 1.49% [1] - Over 3,500 stocks rose in the two markets, with a total trading volume of 1.556 trillion [1] Sector Performance - Computing hardware concept stocks opened low and collectively fell, with major adjustments in the optical module sector [3] - Storage chip concept stocks weakened, with Jiangbolong dropping over 10% [3] - Controlled nuclear fusion concept stocks declined, with China Nuclear Engineering hitting the daily limit down [3] - Sectors such as cultivated diamonds, insurance, storage chips, coal, and CPO concepts saw significant declines [3] - The pharmaceutical sector rose against the trend, with Sanofi's stock hitting the daily limit up, along with Lianhuan Pharmaceutical and Anglikang [3] - The lithium battery sector showed active performance, with Tianji shares hitting two consecutive limits up, and several other stocks also reaching the daily limit up [3] - The Fujian sector strengthened again, with Pingtan Development achieving 8 limits up in 11 days [3] - AI application concept stocks continued to rise, with Rongxin Culture and Fushi Holdings both hitting the daily limit up [3] Policy Updates - The Ministry of Finance, Ministry of Commerce, Ministry of Culture and Tourism, General Administration of Customs, and State Taxation Administration issued a notice to improve duty-free shop policies to boost consumption, effective from November 1, 2025 [3] - To protect resources and the environment, the Ministry of Commerce has established export management conditions and procedures for tungsten, antimony, and silver for state-owned trading enterprises for the 2026-2027 period [3]