焦点复盘沪指低开低走创2个月新低，贵金属板块现深幅调整，智能驾驶概念逆势爆发

Market Overview - A total of 42 stocks hit the daily limit up, while 19 stocks faced limit down, resulting in a sealing rate of 69%. The market experienced fluctuations with all three major indices opening lower and closing down. The Shanghai Composite Index fell by 1.11%, the Shenzhen Component Index by 1.51%, and the ChiNext Index by 2.1% [1][9] - The total trading volume in the Shanghai and Shenzhen markets was 1.72 trillion yuan, a decrease of 49.3 billion yuan compared to the previous trading day, with over 4,300 stocks declining [1][9] Stock Performance Analysis - The advancement rate for consecutive limit-up stocks dropped to 38.46%, with the highest being three stocks achieving four consecutive limit-ups. The market sentiment was pressured by the performance of high-position stocks, particularly in the commercial aerospace sector [3][4] - The retail, education, dairy, and diversified finance sectors saw the most significant gains, while precious metals and film sectors experienced the largest declines [1][9] Key Sector Highlights Smart Driving - The Ministry of Industry and Information Technology announced the first batch of L3-level conditional autonomous driving vehicles, which received product access permits. This news boosted the smart driving sector, with stocks like Hanxin Technology and Beiqi Blue Valley hitting the limit up [5][8] - The approval of these vehicles marks a transition from testing to commercial application in China's smart driving industry, indicating long-term benefits for components like laser radars and encryption chips [5][8] Commercial Aerospace - The commercial aerospace sector is experiencing a surge in activity, with SpaceX planning an IPO next year and the Long March 12A rocket set for its first flight in December 2025. Despite some stocks facing pressure, others like Hualing Cable and Tongyu Communication achieved consecutive limit-ups [6][15] - The sector is expected to enter a new era supported by national policies and technological breakthroughs [15] Consumer Sector - Recent government initiatives aimed at boosting consumer spending have led to a resurgence in consumer stocks, with companies like Baida Group and Hongqi Chain achieving consecutive limit-ups. The consumer sector's performance is closely tied to market indices, with potential volatility if indices rebound [7][13] - The Ministry of Commerce and other financial authorities have issued guidelines to enhance collaboration between commerce and finance to stimulate consumption [8][17] Digital Currency - The recent announcement regarding the use of digital RMB to enhance consumption policies has led to a revival in the digital currency and fintech sectors, with stocks like Hangtian Information and Hanxin Technology seeing significant gains [8][17] Future Market Outlook - The market is currently facing systemic risks, with a significant number of stocks declining. The Shanghai Composite Index has reached a two-month low, indicating potential for further downward movement. However, technical support around the 3,800-point level may provide a basis for a rebound [9][10]