午评：创业板指半日跌1.74%，半导体、光模块等AI产业链下挫

Market Performance - The three major indices showed mixed performance in the morning session, with the Shanghai Composite Index closing flat, the Shenzhen Component Index down 0.92%, and the ChiNext Index down 1.74% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 16,297 billion yuan, an increase of 127 billion yuan compared to the previous day [1] - Over 2,900 stocks in the market experienced declines [1] Sector Performance - The sectors that saw gains included coal mining and processing, airport and shipping, photovoltaic equipment, real estate, natural gas, port shipping, construction materials, banking, hydrogen energy, and retail [1] - Conversely, sectors that faced declines included precious metals, AI applications, computing power leasing, semiconductors, and CPO concept stocks [1] Notable Stocks - Coal stocks surged due to increased winter supply demand, with companies like Yanzhou Coal Mining and Shaanxi Black Cat reaching their daily limit [1] - The space photovoltaic sector remained active, with companies such as Double Good Energy and Guosheng Technology achieving consecutive gains [1] - The real estate industry chain performed positively, with firms like Caixin Development and Rong'an Real Estate hitting their daily limit [1] - Other sectors such as natural gas, hydrogen energy, and retail also showed notable movements [1] Weakness in AI Sector - The AI industry chain weakened, with both hardware and application sectors declining, and companies like Zhongji Xuchuang and Xinyi Sheng experiencing drops of over 10% [1] Gold Stocks Performance - Gold stocks did not follow the rebound in international gold prices, with Sichuan Gold nearing its daily limit down [1]