每日收评沪指低开高走微跌0.19%，全市场逾百股涨超9%，稀土、芯片概念股双双爆发

Market Overview - The market showed resilience with major indices recovering from initial declines, with the ChiNext 50 index rising over 1% in the afternoon session [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.35 trillion yuan, a decrease of 160.9 billion yuan compared to the previous trading day [1] Sector Performance - The rare earth permanent magnet sector experienced a significant surge, with multiple stocks such as Galaxy Magnetic and Northern Rare Earth hitting the daily limit [2] - The semiconductor industry also saw a wave of limit-up stocks, including New Lai Materials and Kai Mei Teqi, with over ten stocks reaching the daily limit [1][3] - The non-ferrous metals sector was active again, with stocks like China Ruilin and Western Gold hitting the daily limit, driven by rising prices of gold and silver [3] Rare Earth Sector Insights - Northern Rare Earth announced an increase in the transaction price for rare earth concentrates for Q4 2025 to 26,205 yuan/ton (excluding tax), a 37% increase from the previous period [2] - The rare earth industry is positioned strategically due to supply-demand dynamics, with China's quota management and export controls enhancing its strategic position [2] Semiconductor Sector Insights - The upcoming Bay Area Semiconductor Industry Eco-Expo in Shenzhen is expected to showcase local semiconductor companies, indicating growth potential in the domestic semiconductor manufacturing and equipment sectors [3] - The semiconductor sector is anticipated to grow rapidly due to policy and demand drivers, although there are concerns about potential volatility in stock prices following recent adjustments [3] Individual Stock Highlights - Stocks like Bluefeng Biochemical and Tianji Co. have shown strong performance, with Bluefeng achieving a "limit-up" for eight consecutive days [5] - The controlled nuclear fusion concept has gained traction, with stocks like Hezhong Intelligent and Antai Technology showing significant upward trends [5] Future Market Analysis - The A-share market demonstrated strong resilience despite initial negative news, with a notable recovery in major indices [7] - However, trading volume decreased, raising concerns about whether this trend can be sustained in the short term [7]