A股震荡下跌！超硬材料概念股逆市走强 煤炭板块集体拉升

Currency Analysis - The Indian Rupee has depreciated significantly, breaking the psychological barrier of 90 against the US Dollar, reaching a historical low of 90.324, influenced by the lack of a trade agreement with the US and high tariffs on Indian goods [2] - The depreciation of the Rupee has led to a widening current account deficit in India for the third quarter, as exporters are hesitant to convert their earnings into Rupees while importers maintain high demand for Dollars [2] - Analysts suggest that a trade agreement with the US is crucial for stabilizing the Rupee in the short term, while the Reserve Bank of India may need to take stronger measures to curb speculative pressure on the currency [2][4] Stock Market Performance - The Indian stock market experienced a decline, with the NSE Nifty 50 index dropping by 0.4% amid negative market sentiment [2] - In the A-share market, there was a broad adjustment, with the Shanghai Composite Index falling by 0.51%, the Shenzhen Component down by 0.78%, and the ChiNext Index decreasing by 1.12% [5] - Despite the overall market downturn, certain sectors such as superhard materials and coal saw gains, with stocks like Huanghe Xuanfeng and Dayou Energy hitting their daily limits [7][8] Sector-Specific Movements - The superhard materials sector showed resilience, with notable gains in stocks like Huanghe Xuanfeng, which reached the daily limit, and Sifangda, which increased by over 10% [7] - The coal sector collectively surged, with companies like Dayou Energy and Antai Group also reaching their daily limits [8] - The anti-influenza sector remained active, with stocks like Yue Wannianqing rising by over 10% [9] - Conversely, AI application stocks faced a collective adjustment, with Fushi Holdings dropping by over 10% [10]