冲高回落但整体弱势，大金融逆势活跃

Market Performance - The three major indices collectively declined, with the Shanghai Composite Index down by 0.3%, the Shenzhen Component down by 1.22%, and the ChiNext Index down by 1.83% [1] - Over 3,300 stocks in the two markets experienced declines, with a total trading volume of 1.85 trillion [1] Sector Performance - The commercial aerospace sector saw significant declines, with companies like Hualing Cable and Aerospace Power hitting the daily limit down [3] - Other sectors such as space station concepts, 6G concepts, optical communication modules, communication equipment, F5G concepts, and nano-silver also followed suit, each dropping over 3% [3] - The real estate sector showed strong performance, rising by 1.68%, with multiple stocks including Dayue City, I Love My Home, and Urban Investment Holdings hitting the daily limit up [3] - The chemical sector performed well, with stocks like Hongbaoli, Shandong Heda, Hongbai New Materials, Weiyuan Shares, and Hongqiang Shares also hitting the daily limit up [3] - AI application stocks saw gains, with companies such as Jiayun Technology, Yue Media, Zhejiang Wenhu Internet, and Tiandi Online hitting the daily limit up [3] - The storage chip concept remained active, with stocks like Purun Shares and Baiwei Storage reaching new highs [3] Policy Impact - The Ministry of Finance announced the extension of personal income tax incentives for residents purchasing new homes until the end of 2027 [3] - Early trading saw net inflows into sectors such as banking, non-bank financials, and securities, while there were net outflows from the electric new industry, electronics, and non-ferrous metals sectors [3]