Market Overview - A-shares experienced a pullback after reaching a new high for the year, with the Shanghai Composite Index adjusting and briefly turning negative [1] - The number of declining stocks outnumbered advancing stocks, and trading volume increased [1] Consumer Electronics Sector - The consumer electronics sector entered a peak season, with the sector index rising over 4% and achieving a historical high, marking a rare 10-week consecutive increase [2] - Significant sales growth was reported for various electronic products, with notebook computer sales up over 80% year-on-year and smart wristband sales up 36% [5] - Major product launches are anticipated, including Apple's iPhone 17 series and Huawei's Mate 80 series [5] - Upstream component prices are rising, with predictions of price increases for DRAM and NAND Flash products in the coming years [5][6] Medical Devices Sector - The medical device sector saw a rapid increase, with the sector index reaching a new high and significant trading volume [7] - Recent U.S. policies aimed at lowering drug prices have caused fluctuations in the innovative drug sector, but the medical device sector may benefit from a potential rebound [9] - Continuous policy support for the medical device industry has been observed, with the National Medical Products Administration emphasizing high-end medical devices and AI medical devices as key development areas [10] - Local policies, such as those from Shenzhen, are also supporting the development of medical devices, particularly in robotics and AI diagnostics [11]