“最牛赛道”突然跳水，什么情况？

Market Overview - The A-share market experienced narrow fluctuations with the three major indices closing slightly lower. The Shanghai Composite Index fell by 0.04% to 3387.4 points, the Shenzhen Component Index decreased by 0.12% to 10151.43 points, and the ChiNext Index dropped by 0.36% to 2049.94 points. The STAR Market 50 Index declined by 0.8% [1] - The total trading volume in the Shanghai and Shenzhen markets was 12.373 billion yuan, showing a slight decrease compared to the previous day [1] Key Sector Movements Innovative Drug Sector - The innovative drug sector saw a significant decline, with notable stocks such as Kexing Pharmaceutical dropping nearly 12% and Yipin Hong falling over 10% [1][18] - The sector's trading congestion reached a high level, indicating an overheated market, with trading congestion at 3.9% as of June 13, 2023, which is at the 97.7% percentile level [20] Brain-Computer Interface (BCI) Sector - The brain-computer interface concept surged, with stocks like Beiyikang hitting a 30% limit up, and both Beilu Pharmaceutical and Aipeng Medical rising by 20% [4][6] - A significant milestone was achieved with China's first invasive brain-machine interface clinical trial, marking the country as the second globally to enter this stage after the United States [6][7] Shipping Sector - The shipping sector showed strong performance, with stocks like China Merchants Energy and Phoenix Shipping hitting the daily limit up [8][11] - The potential geopolitical tensions regarding the Strait of Hormuz could impact oil supply and increase shipping demand, as this strait accounts for approximately 27% of global oil transportation [11] AI Glasses Sector - The AI glasses sector experienced a strong rally, with stocks like Weida Optoelectronics rising over 10% and Yingpais hitting the daily limit up [12][13] - The smart glasses market is witnessing explosive growth, with sales volume increasing over 800% year-on-year, and projections indicate that global shipments will reach 12.8 million units by 2025, with China leading the market [15][16]