冲高回落，持仓还是持币？

Market Overview - The three major indices collectively declined, with the Shanghai Composite Index down by 0.02%, the Shenzhen Component Index down by 0.02%, and the ChiNext Index down by 0.14% [1] - Over 2,800 stocks rose in the two markets, with a total trading volume of 1.39 trillion yuan [1] Sector Performance - The media sector continued to rise, with multiple stocks such as Reading Culture, Jiecheng Co., Rongxin Culture, and others hitting the daily limit [3] - The disperse dye concept showed repeated activity, with Haixiang Pharmaceutical achieving three consecutive limit-ups and Huatai reaching the daily limit [3] - The PCB concept experienced fluctuations, with Nanya New Materials and Honghe Technology both reaching historical highs [3] - The commercial aerospace sector weakened, with several stocks including Feiwo Technology and Shunhao Co. experiencing significant declines [3] Company News - Yuanjie Technology plans to invest approximately 1.251 billion yuan to construct the second phase of its optoelectronic communication semiconductor chip and device R&D production base [3] - Tower Semiconductor announced a collaboration with NVIDIA to develop advanced silicon photonics technology for AI data centers [3] - A new initiative from the U.S. Department of Commerce will exempt tech giants like Amazon, Google, and Microsoft from future chip tariffs [3]