Midday Review: The ChiNext index rose 2.47% in half a day, with technology growth stocks such as CPO and PCB rebounding collectively.

The three major indexes rose collectively in the morning session, with the Shanghai Composite Index rising by 0.39%, the Shenzhen Component Index by 1.57%, and the Growth Enterprise Index by 2.47%. The Bei50 Index rose by 1.55%. The total turnover of the Shanghai, Shenzhen, and Hong Kong markets reached 1.6107 trillion yuan by midday, a decrease of 193.5 billion yuan from the previous day. Over 4300 stocks in the entire market rose. In terms of sector themes, the CPO, PCB, diamond cultivation, optical fiber, copper cable high-speed connection, liquid-cooled servers, and storage chip sectors led the gains; while the oil and gas extraction and services, coal mining and processing, epoxy propane, steel, fertilizers, and precious metals sectors were among the top decliners. President Trump's statement that the conflict with Iran is "basically over" eased market concerns. The technology growth and outbound sectors rebounded collectively, with CPO, PCB, and other AI hardware stocks leading the gains, including Tefon Communications, East Mountain Precision, and Hui Green Ecological at the forefront. Benefiting from the AI cooling logic, the diamond cultivation sector strengthened in midday trading, with Yellow River Tornado securing a daily limit increase. In addition, storage chips, high-speed copper cables, and robot technology stocks rotated during the day. On the other hand, President Trump's remarks triggered a sharp drop in international oil prices, leading to adjustments in oil and gas, coal chemicals, and other related sectors, with Potential Sino-Trust, InterOil, Sinopec, and Luxi Chemical leading the declines.