A股午评：创业板指半日跌近1% 军工、半导体设备板块逆势走高

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down by 0.7%, the Shenzhen Component Index down by 0.67%, and the ChiNext Index down by 0.96% [1] - The North China 50 Index, however, increased by 0.87% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 12,137 billion yuan, a decrease of 1,264 billion yuan compared to the previous day [1] - Over 2,600 stocks in the market experienced declines [1] Sector Performance - The military equipment, paper-making, autonomous driving, semiconductor equipment, aquaculture, battery, and tourism and hotel sectors showed the highest gains [1] - Conversely, the oil and gas extraction and services, minor metals, port and shipping, steel, photovoltaic equipment, and short video game sectors faced the largest declines [1] Notable Stocks and Trends - The military sector saw a collective rise due to international geopolitical tensions, with Andavil achieving a 20% limit-up [1] - The semiconductor equipment sector remained active amid a surge in AI computing infrastructure, with companies like Micro-Guide Nano and Fuchuang Precision seeing gains of over 10% [1] - The autonomous driving and smart cockpit sectors also rose, with Zhejiang Shibao, Xingmin Zhitong, and Qianli Technology hitting the limit-up [1] - The Ministry of Industry and Information Technology previously sought opinions on safety standards for autonomous driving [1] - Other sectors such as robotics, paper-making, and real estate experienced localized increases [1] Declines in Specific Stocks - The popular stock in the photovoltaic sector, Duliang Energy, hit the limit-down after the company stated it indirectly participated in a commercial aerospace project but did not directly collaborate with SpaceX [1] - Overnight, international gold and oil prices saw significant declines, leading to a drop in non-ferrous metals and oil and gas resource stocks, with China National Offshore Oil Corporation and Xiyang Co., Ltd. recording losses [1]