市场调整，轮动加剧

Market Performance - The A-share market experienced a downward adjustment, with the Shanghai Composite Index closing at 3380.19 points, down 0.22%, the Shenzhen Component Index at 10219.62 points, down 0.72%, and the ChiNext Index at 2045.57 points, down 0.96% [1] - The total trading volume for the day was 1.1 trillion yuan, a decrease of 6.03% compared to the previous day, indicating a decline in market trading activity [1] Leading Sectors - The automotive sector showed strong upward momentum due to favorable policies and industry recovery expectations, with government measures promoting new energy vehicle consumption, such as purchase subsidies and improved charging infrastructure [3] - The gaming sector benefited from the development of the digital economy and technological innovation, with the proliferation of 5G and cloud computing enhancing user experience and expanding market size [3] - The aerospace sector's rise is closely related to its high industry prosperity and government support for high-end manufacturing, with technological breakthroughs and order growth driving the sector's performance [3] Market Adjustment Reasons - External factors included a significant decline in U.S. stock indices, with the Dow Jones down 1.91%, Nasdaq down 1.41%, and S&P 500 down 1.61%, leading to global market volatility and increased risk aversion among investors [4] - Internal factors included profit-taking from previously high-performing sectors, leading to downward pressure on stock prices and overall market performance [4] - Concerns about the pace of macroeconomic recovery also affected investor confidence, as the recovery's strength and sustainability varied across industries and regions, contributing to market uncertainty [4]