中国可复用火箭要发射，谁受益？| 1124 张博划重点

Market Overview - The three major indices showed a stable and fluctuating trend with reduced trading volume, with over 4,200 stocks in the market rising, including nearly 100 stocks that increased by over 10%. However, there were still more than 20 non-ST stocks hitting the daily limit down. The total trading volume in the Shanghai and Shenzhen markets was 1.73 trillion, a decrease of 237.9 billion compared to the previous trading day [1]. Sector Performance - The TMT sector, represented by technology, has been experiencing a continuous pullback. As of the market close today, the indices for electronics, communications, computers, and media sectors have dropped by 15.14%, 12.66%, 8.20%, and 1.98% respectively since October 30. Notable individual stocks such as Industrial Fulian, Xinyi Technology, and others have also seen significant declines [3]. Company Specifics - Industrial Fulian experienced a significant drop of nearly 7.8% today, with an intraday limit down. The company stated on its interactive platform that its overall operations for the fourth quarter, including product shipments, are proceeding as planned, with strong customer demand and no adjustments to profit targets [3]. Foreign Investment Sentiment - Goldman Sachs' chief China equity strategist expressed optimism about Chinese stocks, stating that the rise led by AI is not a bubble, as Chinese tech companies have room to enhance valuations and profits through AI applications. The firm believes that the bull market for Chinese stocks will continue, with global investors increasingly interested in exploring investment opportunities in China [5].