Market Overview - The stock market experienced unexpected turmoil, with the Shanghai Composite Index falling below the 3800-point mark, resulting in over 4500 stocks declining, including 22 hitting the daily limit down [1] - The total trading volume significantly shrank, decreasing by 510 billion compared to the previous trading day, raising concerns about a potential market top [3] International Market Dynamics - Global markets, including Japan, Europe, and the US, showed weakness, while gold prices surged to a historical high, indicating potential risks for A-share investors [4] - Long-term bond yields in major European economies reached historical highs, reflecting investor concerns over fiscal deficits and policy uncertainties [3] Company-Specific Developments - Zhongji Xuchuang's positive news led to a stock price surge of over 10%, positively impacting related sectors such as optical modules and PCB in the overseas computing power industry [4] - Nvidia denied rumors regarding supply constraints for its H100/H200 chips, asserting sufficient inventory to meet all orders [4] - Anthropic, a US AI startup, completed a $13 billion Series F funding round, raising its valuation to $183 billion [4] Sector Performance - The energy inverter sector showed strong performance, with companies like Shangneng Electric hitting the daily limit up and Sunshine Power nearing the limit up [4] - In terms of industry performance, sectors such as comprehensive, communication, and power equipment led, while defense, non-bank finance, computing, retail, and beauty care sectors faced declines [5]