A股收评：沪指大跌1.76%！CPO、稀土“逆势领涨”，白酒股低迷

Market Overview - Major A-share indices collectively adjusted, with the Shanghai Composite Index down 1.76% to 3800 points, Shenzhen Component down 1.43%, and ChiNext down 0.69% [1] - 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] - Over 4700 stocks declined, indicating a broad market downturn [1] Sector Performance Semiconductor Sector - The semiconductor sector initially surged but fell back by the end of the day, with notable stocks like Rockchip and Broadcom Integrated reaching the daily limit [1][4] - Key performers included Lexin Technology (+17.33%), Changchuan Technology (+16.98%), and others showing significant gains [5][4] CPO Sector - The CPO sector maintained its upward trend, with Dongtian Microelectronics hitting the daily limit and other stocks like Shijia Photonics and Changxin Bochuang also rising [6][7] Rare Earth Sector - The rare earth sector was active, with stocks like Dadi Bear rising over 10% and Beikang Technology hitting the daily limit [8][9] Titanium Dioxide Sector - The titanium dioxide sector led the decline, with Zhenhua Co. falling nearly 7% and other companies like Huayun Titanium and Jinpu Titanium also experiencing losses [10][11] Real Estate Sector - The real estate sector declined, with companies like Wantong Development and Shen Shen Fang A hitting the daily limit [12][13] Liquor Sector - The liquor sector saw a pullback, with Luzhou Laojiao dropping nearly 5% and other major brands also declining [14][15] 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" [2][16] - Cambrian Technology's stock closed up 3.24% at 1372.1 yuan, with a market capitalization of 574.02 billion yuan [16][17] - North Rare Earth reported a significant increase in revenue and net profit for the first half of 2025, with revenue of 18.866 billion yuan, up 45.24%, and net profit of 931 million yuan, up 1951.52% [8][9] Policy Impact - The State Council issued opinions on deepening the implementation of "Artificial Intelligence +" actions, which includes six key areas of focus, providing strong support for the AI chip industry [5]