市场低开回升显韧性，有色、芯片股强者恒强，稀土板块或成短线关注焦点

Group 1 - The market demonstrated resilience with the three major indices rebounding after a significant low opening, indicating a need for short-term consolidation while focusing on core stocks [1] - The rare earth permanent magnet sector experienced a comprehensive surge, with over ten stocks including Northern Rare Earth and China Rare Earth hitting the daily limit, driven by upgraded control measures and strategic attributes [1] - The non-ferrous metals sector is expected to remain active, supported by rising futures prices, with a focus on low-position rebound opportunities [2] Group 2 - The semiconductor chip sector showed renewed activity, with Huahong Semiconductor hitting a limit up, and several stocks in the new semiconductor concept continuing to perform strongly [2] - Multiple brokerages adjusted the margin financing rates for SMIC and BAW Storage, which may help to attract investor interest back into the sector [2] - Despite the positive momentum, caution is advised as the semiconductor sector is at a relatively high level, and without sufficient capital support, it may face further volatility [2]