A股午评 | 沪指半日跌0.96% 芯片产业链强势反弹 游戏板块走强

Market Overview - A-shares experienced significant volatility on September 3, with the Shanghai Composite Index down 0.96% and the Shenzhen Component down 0.63% by midday [1] - The market is undergoing short-term fluctuations to digest previous gains, with a focus on alternating sector performance for a more stable and sustainable rally [1] Key Sectors Semiconductor Industry - The semiconductor sector saw a strong rebound, led by gains in photolithography machines and materials, with stocks like Su Da Wei Ge and Kai Mei Te Qi hitting the daily limit [2] - The upcoming CSEAC 2025 exhibition is expected to boost optimism, with projections for continued growth in the semiconductor market driven by AI [2] Gaming Sector - Gaming stocks showed strength, with companies like Giant Network and Yan Shan Technology reaching the daily limit [3] - A total of 1,050 domestic game licenses have been issued this year, indicating a significant increase in approvals [3] Gold Sector - Gold stocks remained active, with companies like Silver and Western Gold achieving three consecutive trading limits [4] - International gold prices reached new highs, with futures surpassing $3,600 per ounce, driven by expectations of interest rate cuts [4] Film and Television Sector - The film and television sector saw a rally, with stocks like Wen Tou Holdings and Jin Yi Film reaching daily limits [5] - The summer box office for 2025 reached 11.966 billion yuan, showing a year-on-year increase in both revenue and attendance [5] Institutional Insights - Industrial analysts emphasize the importance of structural rotation over timing in the current "healthy bull" market, suggesting a focus on diversified sector performance [7] - Recommendations include maintaining long-term positions while being cautious with short-term trades, particularly in financial and technology sectors [8] - Despite recent market adjustments, the overall upward trend remains intact, with expectations for continued oscillation and sector rotation [9]