每日收评三大指数午后跳水集体收跌，全市场超4300股飘绿，两市成交额再破3万亿

Market Overview - The three major indices experienced a rapid decline after initially rising, with the Shanghai Composite Index falling by 1.15%, the Shenzhen Component down by 1.06%, and the ChiNext Index dropping by 1.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.135 trillion, an increase of 758.4 billion compared to the previous trading day, marking the third highest volume of the year [1] Sector Performance - The tourism and hotel sector showed resilience, with stocks like Yunnan Tourism and Qujiang Cultural Tourism hitting the daily limit, driven by the upcoming "super golden week" during the National Day holiday, which coincides with the Mid-Autumn Festival [2] - The semiconductor and chip industry remained active, with stocks such as SMIC reaching a historical high, and several companies like Yongxin Optics and Weitai Technology seeing gains of over 9% [2][5] - The metal sector faced significant declines, particularly in non-ferrous metals, with companies like Xiaocheng Technology experiencing substantial drops [1] Individual Stock Highlights - Notable stocks included Shangkong Holdings and Shanzigao Technology, both achieving five consecutive trading limit increases, while Shengkai Holdings recorded 11 limit increases over 12 days [5] - Core technology stocks such as Industrial Fulian and North Huachuang also reached historical highs, indicating a preference for core stocks amidst market volatility [5] Future Market Analysis - The market is expected to experience increased differentiation among stocks, particularly in the semiconductor sector, as some stocks show signs of retreat [3] - The Shanghai Composite Index's ability to maintain above the 30-day moving average will be crucial for future market stability, with a focus on whether it can recover from recent declines [7] Key Events and Developments - Huawei's announcement regarding the upcoming release of its Atlas 950 SuperPoD, which is expected to be the world's strongest super node, highlights ongoing advancements in AI infrastructure [10][11] - Reports indicate that China has requested the termination of orders for NVIDIA's RTX Pro 6000D chips, reflecting ongoing geopolitical tensions affecting the tech supply chain [9]