午报三大指数集体下挫，房地产、化工板块逆势走强，商业航天再陷调整

Market Overview - The three major indices experienced fluctuations and retreated, with the Shenzhen Component Index dropping over 1% and the ChiNext Index falling over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.85 trillion, an increase of 568 billion compared to the previous trading day [1] - Over 3,300 stocks in the market declined, while the real estate sector showed active performance with several stocks hitting the daily limit [1] Real Estate Sector - The real estate sector rose by 1.37%, with notable stocks such as Diyi City and Chengdu Investment Holdings hitting the daily limit [2] - A joint announcement from the Ministry of Finance and other departments extended the personal income tax preferential policy for residents purchasing new homes until the end of 2027, allowing tax refunds for those who sell their homes and buy new ones within one year [2] Chemical Sector - The chemical sector saw a counter-trend rise, with stocks like Jiangtian Chemical and Hongbaoli hitting the daily limit [3][4] - Recent data indicated significant price increases in certain chemical products, with epoxy propylene prices rising by 7.9% week-on-week [4] AI Application Sector - The AI application sector rebounded, with stocks such as Jiayun Technology and Yue Media hitting the daily limit [5][6] - Alibaba announced the integration of its AI tool, Qianwen, into its core ecosystem, marking a significant upgrade in its capabilities [6] Storage Chip Sector - The storage chip concept remained active, with stocks like Zhongwei Semiconductor and Puran Technology reaching new highs [7][8] - Micron Technology reported a worsening shortage of memory chips, attributing it to increased demand from AI infrastructure development [8] Market Sentiment - Overall, the market showed signs of adjustment, with the three major indices collectively declining and increased trading volume indicating heightened activity [9] - The market is characterized by rapid shifts between high and low positions, with real estate and chemical sectors showing strength while commercial aerospace stocks faced declines [9]