A股午评：科创50指数跌5.38%，军工装备板块调整

Market Overview - The three major A-share indices experienced a collective decline on the morning of the 4th, with the Shanghai Composite Index dropping by 1.97%, the Shenzhen Component Index falling by 2.37%, and the ChiNext Index decreasing by 3.2% [2] - The North Stock 50 Index rose by 0.58%, while the Sci-Tech Innovation 50 Index fell by 5.38%, closing at 1236.24 points [2] - 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 [2] Sector Performance - Over 2,600 stocks in the market declined, with notable sectors showing varied performance [2] - Retail, tourism and hotel, photovoltaic storage, and paper sectors saw the highest gains, while CPO, semiconductors, precious metals, military equipment, and non-ferrous metals sectors faced the largest declines [2] - Significant drops were observed in computing power hardware stocks, with companies like Cambrian, Zhongji Xuchuang, and others experiencing declines exceeding 10% [2] - The military equipment sector underwent substantial adjustments, with companies such as Great Wall Military Industry and Inner Mongolia First Machinery Group hitting the daily limit down [2] - The non-ferrous metals sector also performed poorly, with silver non-ferrous and Luoyang Molybdenum hitting the daily limit down [2] Notable Stocks - Consumer sectors such as retail, tourism, and food showed resilience, with stocks like Lingnan Holdings and Bubugao hitting the daily limit up [2] - The battery and energy storage sectors were active, with companies like Tianji Co. and Zhengye Technology reaching the daily limit up [2] - The paper sector also performed positively, with Jingxing Paper hitting the daily limit up [2]