近3000股下跌！两大板块，逆市爆发

Market Overview - The A-share market experienced a volatile decline, with the three major indices retreating while the Sci-Tech 50 Index rose against the trend, closing with a total trading volume exceeding 3 trillion yuan [1] - The Shanghai Composite Index fell by 0.26% to 4101.91 points, while the Shenzhen Component Index and the ChiNext Index dropped by 0.18% and 0.2%, respectively [1] Semiconductor Sector - The semiconductor sector showed strong performance, with stocks like Tianyue Advanced and Yongxi Electronics hitting the 20% daily limit up, and several others reaching historical highs [4] - A report from Counterpoint Research indicated that the global storage industry has entered a "super bull market," with prices for DRAM and NAND Flash expected to rise significantly, with projections of over 40% increases by Q1 2026 [4] Ultra-High Voltage (UHV) Sector - The UHV sector gained momentum, with companies like Electric Power Research Institute and Xihigh Institute nearing 20% limit up, driven by a significant investment announcement from the State Grid [6] - The State Grid's planned investment of 4 trillion yuan during the 14th Five-Year Plan period represents a 40% increase from the previous plan, focusing on new power systems and technology innovation [6] AI Application Sector - The AI application sector faced a downturn, with companies like BlueFocus and Kunlun Wanwei dropping over 10%, and several others hitting the daily limit down [8] - Notably, People's Daily experienced a sharp decline after a risk warning, clarifying that it does not engage in GEO business and has not found any significant media reports affecting its stock price [9][10]