午评：科创50指数半日大跌5.38%，军工、算力硬件股大幅调整

Market Overview - The three major indices collectively declined in early trading, with the Shanghai Composite Index down 1.97%, the Shenzhen Component Index down 2.37%, and the ChiNext Index down 3.2% [1] - The North Stock 50 Index, however, saw an increase of 0.58% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 16,187 billion yuan, an increase of 1,465 billion yuan compared to the previous day [1] Sector Performance - Over 2,600 stocks in the market experienced declines [1] - The retail, tourism and hotel, photovoltaic storage, and paper sectors showed the highest gains [1] - Conversely, the CPO, semiconductor, precious metals, military equipment, and non-ferrous metals sectors faced the largest declines [1] Notable Stock Movements - Stocks in the CPO and semiconductor sectors saw significant drops, with companies like Cambrian, Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and Taicheng Guang all experiencing declines of over 10% [1] - The military equipment sector underwent substantial adjustments, with companies such as Great Wall Military Industry, Construction Industry, and Inner Mongolia First Machinery hitting the daily limit down [1] - The non-ferrous metals sector also performed poorly, with Silver Nonferrous and Luoyang Molybdenum reaching the daily limit down [1] Resilient Sectors - The retail, tourism, and food sectors showed strength against the market trend, with stocks like Lingnan Holdings, Bubugao, Guofang Group, and Anji Food hitting the daily limit up [1] - The battery and energy storage sectors were active, with Tianji Shares, Zhengye Technology, and Tongrun Equipment also reaching the daily limit up [1] - The paper sector performed positively, with Jingxing Paper hitting the daily limit up [1]