$WEICHAI POWER(02338.HK) rose slightly, $DONGYUE GROUP(00189.HK) dipped slightly, $TIANLI HOLDINGS(00117.HK) fell seven percentage points, and $CNBM(03323.HK) dropped nine percentage points, which was quite noticeable—the chemical and cyclical sectors are moving in a very divergent manner. $CNBM(03323.HK) fell deeply; the fundamentals of cement were already weak. When risk appetite rebounded, capital flowed from these old-economy cyclical stocks towards AI and semiconductors, and combined with its own profit pressure, the decline was amplified. In contrast, stocks like $WEICHAI POWER(02338.HK), which carry expectations related to heavy-duty trucks and data center generators, held up. Within the same cyclical sector, those touched by the AI narrative and purely traditional ones have moved in two different directions.