高层会议圈重点，一个赛道或有修复行情

Group 1 - The core viewpoint of the article indicates that there is a potential for recovery in a specific sector, despite recent market adjustments [1][3] - The domestic market indices have experienced significant adjustments, particularly in sectors that were previously heavily speculated, such as the commercial aerospace sector, which has seen a continued decline [3][4] - Regulatory signals since January 15 have indicated a "de-leveraging" approach, leading to a decline in high-risk speculative sectors that were previously driven by leveraged funds [3][4] Group 2 - Official media continues to guide market sentiment, with publications warning against excessive speculation in the commercial aerospace sector and emphasizing the need for caution in previously high-performing speculative areas [4]