午评：沪指跌1%，半导体等板块下挫，银行、石油等板块逆市上扬

Core Viewpoint - The major stock indices in the market experienced a decline, with the Shanghai Composite Index falling below 3900 points, indicating a bearish trend in the market [1] Market Performance - As of the midday close, the Shanghai Composite Index dropped by 1% to 3877.2 points, the Shenzhen Component Index fell by approximately 2%, the ChiNext Index decreased by 2.37%, and the STAR Market 50 Index declined by 2.62% [1] - A total of over 4100 stocks in the market were in the red, reflecting widespread selling pressure [1] Sector Analysis - Sectors such as semiconductors, automobiles, non-ferrous metals, and liquor saw declines, while gas, oil, coal, banking, and steel sectors experienced gains [1] Future Outlook - Dongguan Securities suggests that the market outlook may improve due to a more moderate stance on tariffs from the U.S. President and confirmation of a planned meeting between leaders in South Korea by the U.S. Treasury Secretary [1] - The impact of tariff shocks is expected to diminish, and with potential economic improvements in the fourth quarter supported by policy measures, the market may maintain a steady upward trend, particularly in technology assets [1] - However, it is noted that recent trading volumes have decreased compared to previous levels, indicating a need for caution as funds may shift towards a more conservative approach [1]