午评：创业板指半日跌超2%，算力硬件股领跌，化工、大消费等顺周期方向走强

Core Viewpoint - The A-share market experienced a collective decline in the morning session, with major indices showing negative performance, while certain sectors such as consumer goods and chemicals saw gains [1] Market Performance - The Shanghai Composite Index fell by 0.03%, the Shenzhen Component Index decreased by 0.59%, and the ChiNext Index dropped by 2.13% [1] - The total trading volume across the Shanghai and Shenzhen markets reached 1.4544 trillion yuan, an increase of 188.3 billion yuan compared to the previous day [1] - Over 2,900 stocks in the market recorded gains [1] Sector Performance - The consumer goods sector, including dairy, duty-free shops, and liquor, showed strong performance, with stocks like China Duty Free Group, Dongbai Group, and San Yuan Co. hitting the daily limit [1] - The chemical sector remained active, particularly in phosphate and fluorine chemicals, with stocks such as Chengxing Shares achieving three consecutive limit-ups [1] - The silicon energy sector also performed well, with Hongyuan Green Energy achieving two consecutive limit-ups, and stocks like Yijing Photovoltaic and Guosheng Technology hitting the daily limit [1] Declining Sectors - The computing hardware sector, including CPO and copper cable connections, collectively weakened, with stocks like New Yisheng and Shenghong Technology showing significant declines [1] - The humanoid robot concept stocks also performed poorly, with Zhejiang Rongtai hitting the daily limit down, and companies like Top Group and Sanhua Intelligent Control leading the declines [1]