A股午评：科创50指数涨近5%，半导体、光刻机板块大涨

Market Overview - The A-share market saw all three major indices rise collectively in the morning session, with the Shanghai Composite Index up by 0.63%, the Shenzhen Component Index up by 1.11%, and the ChiNext Index up by 1.76% [2] - The North Star 50 Index increased by 1.25%, while the Sci-Tech Innovation 50 Index surged by 4.94% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 14,203 billion yuan, a decrease of 2,933 billion yuan compared to the previous day [2] Sector Performance - Over 4,000 stocks in the market experienced gains, with notable increases in sectors such as semiconductors, photolithography machines, real estate, cultivated diamonds, gaming, and energy storage [2] - The semiconductor equipment and photolithography machine stocks saw significant gains, with companies like Jiangfeng Electronics, Tongfu Microelectronics, and Zhangjiang Hi-Tech hitting the daily limit [2] - The real estate sector showed unusual activity, with stocks like Yucheng Development, Shanghai Lingang, and Shibei Gaoxin also hitting the daily limit [2] - The photovoltaic equipment and energy storage sectors experienced fluctuations, with Tongrun Equipment hitting the daily limit and Sunshine Power reaching a historical high [2] Underperforming Sectors - The tourism and hotel sector continued to adjust, with Yunnan Tourism hitting the daily limit down and Xiyu Tourism dropping by 10% [2] - The banking sector experienced a pullback after an initial rise, with stocks such as Pudong Development Bank, Agricultural Bank of China, and China Construction Bank declining [2]