A股收评：沪指涨0.52%重返3400点，稀土、汽车产业链全天强势

Market Overview - The A-share market saw a collective rise in major indices, with the Shanghai Composite Index up by 0.52%, Shenzhen Component Index up by 0.83%, and ChiNext Index up by 1.21% [1] - The total trading volume for the day was 1.28 trillion yuan, a decrease of 164.6 billion yuan compared to the previous trading day [1] Sector Performance - The rare earth permanent magnet sector experienced significant gains, with Zhongke Magnetic Materials hitting the daily limit of 20% [2][4] - The gaming sector also saw a surge, with companies like Deyuan Network reaching the daily limit [2][5] - The automotive parts sector was active, with multiple companies announcing a unified payment term of 60 days for suppliers, leading to strong performances from stocks like Tongda Electric and Meichen Technology [2][8] Key Stocks - Notable gainers included: - Jiuling Technology up by 29.89% [5] - Zhongke Magnetic Materials up by 19.99% [5] - Xinghui Entertainment up by 13.43% [6] - The automotive sector saw significant increases, with Jianghuai Automobile rising nearly 7% and BYD up by over 2% [8] Policy Impact - The ongoing trade negotiations between China and the U.S. are expected to address restrictions on rare earth materials, positively impacting related sectors [4] - The Zhejiang Provincial Department of Commerce and 17 other departments issued measures to support the international expansion of gaming companies, which is likely to benefit the gaming sector [5] Market Sentiment - The easing of U.S.-China trade tensions has boosted market risk appetite, particularly in the technology sector, which has continued its rebound since late May [14] - Analysts suggest a cautious approach, advocating for a rotation strategy in the technology sector while being prepared for potential market fluctuations [14]