每日收评三大指数全线收红，有色板块延续强势，半导体产业链持续爆发

Market Overview - The market experienced fluctuations with all three major indices closing slightly higher, with the ChiNext index showing strong performance, rising over 2% to reach a nearly four-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.18 trillion yuan, an increase of 20 billion yuan compared to the previous trading day [1] - The non-ferrous metals sector led the market, with stocks like Boqian New Materials and Xiyang Co. hitting the daily limit [1][2] Sector Performance - The non-ferrous metals sector was notably strong, with significant gains in tin, cobalt, and copper, driven by favorable policies from the Ministry of Industry and Information Technology and other departments [2] - The sector is expected to continue its upward trend post-holiday, with a focus on companies with upstream mineral resources and those involved in high-growth areas like new energy and AI [2] - The semiconductor chip industry, particularly storage chip stocks, also showed strong performance, with companies like Jiangbolong and Demingli hitting the daily limit [2][3] Individual Stocks - The market displayed structural differentiation, with significant gains concentrated in leading stocks within popular sectors [5] - Notable performers included Demingli, which saw a total increase of over 110% in September, and Huahong Semiconductor, which rose over 15% [5] - Other strong performers in the new energy sector included Tianqi Materials and Hunan YN Energy, both with monthly gains exceeding 60% [5][6] Future Outlook - The market is expected to maintain an upward trend, with the Shanghai Composite Index still in a range-bound structure, and the potential for a breakout post-holiday [8] - The focus remains on sectors such as non-ferrous metals, technology (semiconductors), and new energy, which are anticipated to remain active [8] - The overall market environment, with trading volumes consistently above 2 trillion yuan, suggests that core popular themes will continue to show resilience [6][8]