大盘延续弱势，三大指数冲高回落，高位股集体大跌

Market Performance - The market continues to show weakness, with the Shanghai Composite Index down 0.06%, the Shenzhen Component down 0.66%, and the ChiNext Index down 1.71% at midday [1] - Over 3,400 stocks declined across both markets, with a total trading volume of 1.51 trillion yuan [1] Sector Performance - High-position stocks experienced significant declines, including multiple stocks hitting the daily limit down, such as Huasheng Tiancheng [3] - The fourth-generation semiconductor sector is undergoing adjustments, with Hengzhou Development hitting the limit down and Dongwei Semiconductor down 3.69% [3] - Data center power supply, Huawei Ascend, software development, and CRO sectors saw notable declines [3] - Consumer stocks, particularly in the liquor sector, rebounded, with Jiugui Liquor achieving two consecutive limit up [3] - Non-ferrous metal concept stocks showed strong fluctuations, with Luoping Zinc Electric hitting the limit up [3] - AI glasses concept stocks were active, with Kosen Technology achieving four consecutive limit up [3] - Sectors such as tourism, 3D cameras, and dairy products showed significant gains [3] Policy and Economic Developments - The State Council's ninth plenary session emphasized the need to continuously stimulate consumer potential and systematically remove restrictive measures in the consumption sector [3] - The Ministry of Finance plans to issue 12.5 billion yuan in government bonds in Hong Kong in August [3] - The Shanghai Municipal Economic and Information Commission, along with two other departments, released an implementation plan to accelerate the development of "AI + manufacturing" [3]