持续回撤，落袋为安还是择机布局？

Market Performance - The three major indices collectively declined, with the Shanghai Composite Index down 0.56%, the Shenzhen Component down 0.43%, and the ChiNext Index down 0.43% [1][3] - Over 4,000 stocks in the two markets experienced declines, with a total trading volume of 1.28 trillion [1] Sector Performance - The coal industry faced a significant adjustment, dropping 4% at midday, with stocks like Antai Group and Yunmei Energy hitting the daily limit down [3] - The Fujian sector saw heavy losses, with stocks such as Fujian Jinsen and Fujian Cement also hitting the daily limit down [3] - The lithium battery sector showed weakness, with Shida Shenghua hitting the daily limit down [3] - Other sectors like titanium dioxide, vanadium batteries, low-priced stocks, sodium-ion batteries, phosphorus chemicals, blade batteries, and organic silicon followed suit with declines [3] Strong Performers - The Pinduoduo concept surged, rising 4.88% at midday, with stocks like Fushi Holdings, Xuan Ya International, and Vision China hitting the daily limit up [3] - The AI application concept saw significant gains, with companies like Rongji Software and Inspur Software achieving consecutive limit ups [3] - The semiconductor sector was active, with Tongyi Co. and Longxun Co. both hitting the daily limit up [3] - The robotics sector showed localized strength, with Shoukai Co. achieving three limit ups in five days [3] Overall Market Sentiment - The overall market sentiment was negative, with popular sectors like Fujian and lithium batteries collectively declining, while AI applications and semiconductors led the gains [3] - Goldman Sachs Asset Management released a 2026 investment outlook report, predicting that the Federal Reserve may cut interest rates twice in 2026 [3]