A股午评：沪指跌0.96%，游戏、半导体板块逆势上涨

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.96% at 3820.98 points, the Shenzhen Component Index down 0.63%, and the North Star 50 Index down 0.79% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 14,722 billion yuan, a decrease of 4,583 billion yuan compared to the previous day, with over 4,300 stocks declining across the market [1] Sector Performance - The gaming sector showed strong performance, with Yanshan Technology hitting the daily limit and Giant Network rising over 8% [1] - The photolithography and semiconductor stocks strengthened, with Chengdu Huamei rising over 17%, and both Kaimeteqi and Zhichun Technology hitting the daily limit, while Dongxin Co. rose over 7% [1] - Spot gold prices reached a new high, leading to a general rise in gold stocks, with Western Gold rising over 9% and Zhaojin Gold rising over 3% [1] - The film and cinema sector saw a mid-session surge, with Jinyi Film and WenTou Holdings hitting the daily limit, and the total box office for the summer season exceeding 11.9 billion yuan [1] Weak Sectors - The small metals sector weakened, with Jintong Co. falling over 8%, and both China Rare Earth and Zhangyuan Tungsten dropping over 6% [1] - Brokerage stocks collectively declined, with Guosheng Jin控 and Bank of China Securities falling over 5% [1]