帮主郑重：半导体的三把火！资金暗战藏玄机，下午盯紧这条生死线！

Group 1 - The semiconductor sector is experiencing a surge driven by policy support, technological advancements, and capital migration, with companies like 富满微 and 斯达半导 leading the charge [1][2] - The new semiconductor equipment tax rebate policy has been implemented, benefiting companies like 北方华创, which has orders extending to 2026 [1] - 中芯国际 has achieved a 90% yield on 7nm chips, indicating significant progress in the semiconductor industry [1] Group 2 - The market is showing signs of divergence, with a significant drop in the CRO sector and a mixed performance in small metals, highlighting the importance of military orders for companies like 云南锗业 [2][4] - The key resistance level for the market is around 3620 points, with substantial selling pressure from trapped and profit-taking investors [3][4] - Afternoon trading strategies suggest waiting for a clear breakout above 3620 points before making moves, focusing on semiconductor stocks and avoiding speculative plays [5][6]