Afternoon Review: The Growth Enterprise Index rose 0.39% in the first half of the day, with mining hardware stocks such as CPO and PCB repeatedly gaining momentum.

The three major A-share indexes fluctuated in the morning, with the Shanghai Composite Index down 0.17% by midday, the Shenzhen Component Index up 0.19%, the ChiNext Index up 0.39%, and the Bei50 down 0.2%. The total market turnover was 1.4132 trillion yuan, down by 99.8 billion yuan compared to the previous day, with over 3500 stocks declining in the entire market. In terms of sector themes, CPO, energy metals, pork, PCB, military equipment, storage chips, securities, real estate, and ST sectors led the gains; while gaming, pharmaceutical commerce, precious metals, port shipping, innovative drugs, insurance, education, and agricultural chemical products sectors led the losses. Benefiting from the AI trend, CPO, PCB, and other computing hardware stocks were active again, with stocks like Resonancetech, Coretronic, China Ju Shi, Honghe Technology hitting the daily limit up. Pork stocks rose initially, with Tianbang Food hitting the daily limit up, as institutions predict a significant acceleration in the clearance of pig production capacity. The ST sector also performed well, with more than 10 stocks in the *ST Huiketech group hitting the daily limit up, after the Shanghai Stock Exchange adjusted the price limit for main board risk warning stocks from 5% to 10%. On the other hand, most gaming stocks fell, with Glacier Networks dropping by over 10% and Kaiyin Network hitting the limit down in intraday trading. The breakdown of US-Iran negotiations led Trump to order the blockade of the strait, causing setbacks in the port shipping sector, with companies like CSCO COSCO Shipping Energy facing declines.