白酒板块大涨，新能源车零部件回调，高手怎么看？

Market Overview - The Shanghai Composite Index continues to rise, while the Sci-Tech 50 and ChiNext Index experience declines, indicating a mixed market performance [1] - Stocks related to new energy vehicle components, such as CATL and Xinwanda, are undergoing a correction, while the consumer sector shows signs of rebound [1] Policy Changes - Starting from January 1, 2026, China's new energy vehicle purchase tax will shift from full exemption to a 50% reduction, which may impact consumer purchasing behavior and market dynamics [2] Investment Competition - The "Digging Gold Competition" organized by the Daily Economic News App began on November 3, with participants using simulated capital of 500,000 yuan [2] - The competition runs from November 3 to November 14, with cash rewards for positive returns, encouraging participation and engagement in market strategies [4] Sector Analysis - Experts suggest that while the Shanghai Composite Index maintains an upward trend, there is a divergence in indices, making it crucial to select the right sectors [5] - There is a recommendation to explore opportunities in lower-performing sectors such as waste-to-energy, silver economy, and brokerage firms, as some previously high-performing tech stocks face correction pressure [5] Additional Resources - Participants in the competition can access a tailored "Fast Review" service for six trading days, which provides insights into market trends and investment logic [8]