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Market Overview - The market showed signs of recovery after a dip, with the ChiNext index rebounding at the close, despite earlier losses exceeding 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.49 trillion yuan, an increase of 372.9 billion yuan compared to the previous trading day [1] - Defensive sectors performed well throughout the day, with bank stocks rising against the trend [2] Sector Performance - The port and shipping sector experienced strong performance, with Nanjing Port and Ningbo Shipping both hitting the daily limit [2] - The launch of the world's first China-Europe Arctic container express route, which reduces shipping time to 18 days, is expected to enhance logistics for high-end manufacturing and cross-border e-commerce [2] - Bank stocks, including Nanjing Bank and Industrial and Commercial Bank of China, saw gains of over 3%, driven by new public fund regulations and stable fundamentals [2] Semiconductor Sector - The semiconductor sector saw a late surge in investment, with stocks like Changchuan Technology and Demingli hitting the daily limit [3] - The importance of lithography machines in semiconductor manufacturing is highlighted, with a recommendation to focus on quality firms in the industry as domestic production increases [3] Individual Stocks - Despite a general decline in individual stocks, the enthusiasm for consecutive limit-up stocks has revived, particularly in the semiconductor sector [5] - Stocks like Kai Meiteqi and Demingli have shown strong performance, with multiple consecutive limit-ups [5] Future Market Analysis - The market is expected to continue its oscillation, with the Shanghai Composite Index closing above the 30-day moving average [8] - The semiconductor sector's performance will be crucial for the market's direction in the coming days, with potential for continued upward momentum if strong buying persists [8]