收评：沪指跌0.41% 福建本地股领涨 金属股领跌

Market Performance - On November 4, the three major stock indices in Shanghai and Shenzhen opened lower, with the Shanghai Composite Index experiencing a slight rise before consolidating, while the ChiNext Index declined after filling a gap [1] - By the end of the trading day, the Shanghai Composite Index closed at 3960.19 points, down 0.41%, with a trading volume of approximately 852.9 billion; the Shenzhen Component Index closed at 13175.22 points, down 1.71%, with a trading volume of about 1062.8 billion; the ChiNext Index closed at 3134.09 points, down 1.96%, with a trading volume of around 481.3 billion [1] Sector Performance - The Fujian and banking sectors led the gains, while tourism and the snow industry saw significant increases; however, metal stocks experienced notable adjustments, leading to declines in non-ferrous and lithium sectors [1] - The PEEK materials, sci-tech growth sectors, and AI mobile PC sectors also saw significant declines [1] Institutional Insights - According to institutional views, the current market volatility is seen as a buildup of momentum for the year-end and cross-year market trends, with expectations of clearer directions following a period of consolidation [2] - Recommendations include focusing on high-growth sectors such as semiconductors, consumer electronics, artificial intelligence, robotics, and low-altitude economy for potential investment opportunities [2] Policy Developments - The National Health Commission and other departments released guidelines to promote and regulate the application of "AI + healthcare," aiming to establish high-quality data sets and intelligent applications in healthcare by 2027, with full coverage of intelligent diagnostic assistance by 2030 [3] - The guidelines emphasize the creation of a robust AI application standard system in healthcare, aiming to enhance the quality of the health industry [3] Strategic Directions - The State-owned Assets Supervision and Administration Commission (SASAC) emphasized the need to cultivate emerging industries and open new growth avenues, focusing on upgrading traditional industries and fostering a modern industrial system centered on advanced manufacturing [4] - The SASAC also highlighted the importance of technological self-reliance and innovation, advocating for deep integration of technological and industrial innovation to stimulate new productive forces [4]