创业板跌超1%，算力硬件集体调整，稀土拉升，恒科指反弹，生物医药活跃

Group 1 - Nvidia's stock experienced a significant drop of 5.7%, marking its largest intraday decline in three months, despite a 73% year-over-year revenue increase and first-quarter guidance exceeding market expectations, raising concerns about the sustainability of AI spending [1] - The A-share market saw a collective decline, with the ChiNext index dropping over 1%, influenced by Nvidia's downturn, while sectors like non-ferrous metals and rare earths saw price increases [1] - The Hong Kong stock market rebounded, with the Hang Seng Index and Hang Seng Tech Index both rising, driven by gains in biotech stocks, particularly WuXi Biologics, which rose over 4% [1][2] Group 2 - Domestic commodity futures experienced widespread declines, with aluminum oxide falling over 3%, and other commodities like coking coal and lithium carbonate also decreasing by more than 2% [5][6] - The rare earth permanent magnet sector showed strength, with Baotou Steel hitting the daily limit, and several related companies, including Zhongxi Rare Earth and Northern Rare Earth, also seeing significant gains [7][8] - The space photovoltaic sector rebounded, with JunDa Co. hitting the daily limit, and other companies like Jiawei New Energy and Oriental Sunrise also experiencing gains, supported by a report from GF Securities highlighting the potential market space for photovoltaic equipment driven by AI [9][10]