A股收评：沪指大跌1.76%，险守3800点！CPO、稀土板块“逆势领涨”

Market Overview - Major A-share indices collectively adjusted, with the Shanghai Composite Index down 1.76% to 3800 points, Shenzhen Component Index down 1.43%, and ChiNext Index down 0.69% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 3.17 trillion yuan, an increase of 486.5 billion yuan compared to the previous trading day [1] Sector Performance - The semiconductor sector initially surged but fell back by the end of the day, with notable stocks like Ruixin Micro and Broadcom Integration hitting the daily limit [2][5] - The CPO sector maintained its upward trend, with Dongtianwei hitting the daily limit [8] - The rare earth sector was active, with stocks like Dadi Bear and Beikang Technology seeing significant gains [10] Individual Stock Highlights - "Domestic AI chip leader" Cambrian Technology saw its stock rise over 10% during the day, briefly surpassing Kweichow Moutai to become the new "king of A-shares" [3][18] - Cambrian Technology's stock closed up 3.24% at 1372.1 yuan, with a market capitalization of 574.02 billion yuan [18][19] - Zhongji Xuchuang reported a revenue of 14.789 billion yuan for the first half of 2025, a year-on-year increase of 36.95%, and a net profit of 3.995 billion yuan, up 69.40% [9] Sector Declines - The titanium dioxide sector led the declines, with stocks like Zhenhua Co. falling nearly 7% [12] - The real estate sector also saw declines, with Wan Tong Development and Shenzhen Deep Housing A hitting the daily limit down [14][15] - The liquor sector experienced a pullback, with Luzhou Laojiao dropping nearly 5% [16][17] Policy Impact - The State Council issued opinions on implementing "Artificial Intelligence +" actions, which include six key areas, providing strong support for the AI chip industry and enhancing industry confidence [7]