A股先進封裝板塊午後持續走低，快克智能跌停，三佳科技、芯原股份、興森科技、寒武紀、藍箭電子、聯瑞新材等跟跌。

Castle Securities analyst Scott Rubner says year-to-date U.S. retail investors have been buying the dip at a record pace. Rubner’s data show retail buy volume on S&P 500 down days was about 3.5x the daily average; buy-the-dip has been retail investors’ preferred strategy in 1H 2026. This is the strongest dip-buying since the firm began tracking the data in 2020 and exceeds the peak seen during the 2021 meme-stock episode.

U.S. Government Accountability Office said Defense Secretary Hegseth's cuts to the Weapons Testing Office have weakened oversight capacity.