Core Viewpoint - The market is entering a new rotation cycle with a focus on PCB and CPU sectors, while low-priced stocks show mixed performance but still present speculative opportunities in robotics and real estate sectors [1] Sector Analysis - **PCB and CPU Sectors**: These sectors are experiencing significant upward movement, indicating a potential consensus among investors for the foreseeable future [1] - **Robotics and Real Estate**: Speculative opportunities are identified in these sectors, particularly as they are linked to current hot topics and are in a rebound cycle [1] - **Financial Sector**: The financial sector is under pressure due to the upcoming Federal Reserve interest rate decision, with mixed performance among major financial stocks [1] Federal Reserve Impact - **Interest Rate Decision**: The market is anticipating a 25 basis point rate cut, which is seen as a major positive for the market. However, a potential 50 basis point cut could lead to short-term negative reactions due to lowered expectations for future cuts [1] - **Market Reactions**: A 25 basis point cut is likely to result in a direct market rally, while a 50 basis point cut may cause initial declines followed by recovery [1] Commodity and Material Sectors - **Beneficiaries of Rate Cuts**: The non-ferrous and bulk commodity sectors are expected to benefit from the anticipated rate cuts, with metals like gold, silver, copper, iron, and cobalt already showing upward trends in September [1]

Market Overview - The market experienced a significant decline, with major indices such as the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index falling by 0.45%, 2.14%, and 2.85% respectively, leading to over 4,000 stocks declining and only about 1,200 stocks rising [3] - AI hardware stocks, which had previously surged, faced a collective drop, with many stocks hitting their daily limit down or falling over 10% [3][18] - Low-priced stocks showed resilience, with several stocks like Zhaoxin Co. and Baiyin Youse hitting their daily limit up [6][7] Low-Priced Stocks - Low-priced stocks continued to show strong performance for the second consecutive day, with Zhaoxin Co. achieving four consecutive limit ups and other stocks like Jinyun Tong and Dazhongnan also hitting their limits [6][7] - The market sentiment around low-priced stocks appears to be driven by speculative trading, particularly in the brokerage sector [9] Humanoid Robots - The humanoid robot sector saw a significant rebound in the afternoon, with stocks like Zhejiang Rongtai and Longxi Co. hitting their daily limits [11][12] - Despite an initial drop of 4%, the sector managed to recover and close with a slight gain of 0.23% [12] - Speculation around a potential meeting between a leading robot company and Tesla regarding optimistic production guidance for the next year fueled market interest [15][16] AI Hardware - AI hardware stocks faced a substantial downturn, with the CPO sector dropping by 6.47% and many stocks experiencing declines of over 10% [17][18] - This marked the first significant retreat for these previously strong-performing technology stocks, indicating a shift in market dynamics [18] Abstract Stocks - "Ma-character" stocks began to show upward movement during the market downturn, with several stocks experiencing notable gains [20][21] - Such stocks typically attract short-term speculative trading when the market lacks clear themes or strong performance [21][22]