热点褪去，谨慎为金

Group 1 - The overall domestic market is under pressure, with almost all major sectors experiencing a pullback, except for minor gains in sectors like power grid equipment [3] - The real estate sector, which had previously shown strong performance, is now facing challenges due to unsubstantiated rumors regarding Vanke's debt and potential state support, as well as exaggerated claims about a nationwide mortgage interest subsidy policy [3] - The artificial intelligence industry chain has also cooled down significantly, with an overall decline of over 2%, and leading companies in the optical module sector experiencing deeper corrections of 3%-4% [3] Group 2 - The decline in the AI sector is influenced by overseas news, particularly the 11% drop in Oracle's stock after its earnings report, which has shifted investor focus towards cash flow returns rather than speculative investments in AI data centers [3]