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Market Overview - A-shares experienced a dip and then a recovery, with the ChiNext Index falling over 1% while the Hong Kong market saw a strong rise, with the Hang Seng Technology Index increasing by over 2% [1] - The Shanghai Composite Index closed down 0.12% at 3870.6 points, the Shenzhen Component Index down 0.43% at 12924.13 points, and the ChiNext Index down 1.09% at 3020.42 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 25,486 billion yuan, an increase of 837 billion yuan from the previous day [1] Sector Performance Non-ferrous Metals - The non-ferrous metals sector saw a strong rally, with several stocks hitting the daily limit, including Northern Copper and Hunan Silver [3] - Key stocks included Electric Alloy, which rose 20%, and Yunnan Copper, which increased by nearly 9% [3][4] Semiconductor - The semiconductor sector was active, with Chip Origin Co. hitting a 20% limit up after announcing a restructuring plan to acquire a majority stake in Chip Technology [7][9] - Other notable performers included Beijing Junzheng and Jiangbolong, which rose approximately 14% and 13.83%, respectively [7][8] Entertainment - The stock of Superstar Legend, associated with Jay Chou, surged over 20% during trading, closing with a gain of about 13%, bringing its market value to over 11 billion HKD [11] - The company is set to unveil its new product "Superstar Dog" at the Shanghai Tourism Festival, which combines celebrity IP with technology [12][13] Economic Indicators - The expectation of a Federal Reserve interest rate cut has increased, alongside seasonal demand improvements in industrial metals, providing upward momentum for prices [5] - Recent U.S. employment data has been weak, but consumer data remains strong, suggesting a higher likelihood of a soft landing for the economy, which may support copper prices [5][10] Industry Trends - The semiconductor equipment localization rate is expected to reach 18% by 2025, indicating a significant opportunity for domestic manufacturers [10] - The domestic semiconductor industry is focusing on increasing the localization rate across the supply chain, from equipment to advanced packaging, to meet the growing demand for computing power [10]