A-share PCB and optical communication stocks pull back; Dongshan Precision and YOFC fall from limit-up

The retreat from limit-up in Dongshan Precision and YOFC suggests the AI-hardware bid is thinning at the margin, with profit-taking concentrated in names that had run hardest rather than a uniform sector repricing. The dispersion matters: Sanhuan and Shengyi leading declines while Zhongji Innolight flipped negative again points to a broad de-risking across the circuit-board and optical complex, not an isolated story. Whether this selling is a one-session flush or the start of a deeper rotation out of AI hardware is the open question worth tracking in the coming sessions.