A股指数集体低开：沪指跌0.25%，商业航天、AI应用等板块跌幅居前

Market Overview - Major indices opened lower with Shanghai Composite Index down 0.25%, Shenzhen Component down 0.38%, and ChiNext down 0.24% [1] - The trading volume for Shanghai Composite was 577 million with a turnover of 8.73 billion, while Shenzhen Component had 846 million with a turnover of 12.89 billion [2] External Market Impact - Concerns over global trade tensions reignited by U.S. President Trump's insistence on controlling Greenland led to significant declines in U.S. indices, with the Dow Jones down 1.76%, S&P 500 down 2.06%, and Nasdaq down 2.39% [3] - Notable declines in popular Chinese stocks, with Alibaba down 1.82%, JD.com down 1.80%, and NIO down 3.18% [3] Industry Insights - Huatai Securities highlighted 2026 as a critical year for global L4 autonomous driving commercialization, driven by legislative changes in the U.S. and advancements in China [4] - CITIC Securities noted the acceleration of AI glasses development, predicting a product explosion by 2025, with significant consumer demand expected due to policy support [5] - Guojin Securities reported that the domestic PVC industry is nearing the end of its expansion cycle, with potential improvements in supply-demand dynamics as high-cost capacities exit the market [6] - CICC observed positive changes in real estate policies and supply-side dynamics, suggesting increased attention to the real estate sector in the short term [7][8]