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Market Performance - The Shenzhen Component Index and ChiNext Index opened lower but rose throughout the day, with the ChiNext Index increasing by over 3% at one point and closing up 2.14% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.78 trillion, a decrease of 28.8 billion from the previous trading day [1][2] - A total of 1,689 stocks rose while over 3,500 stocks fell across the market [1] Sector Performance - The consumer sector saw a significant surge towards the end of the trading day, with stocks like Haixin Food, Guangbai Co., Dongbai Group, and Sanjiang Shopping hitting the daily limit [2] - The semiconductor and electronics sectors performed well, with stocks such as Changguang Huaxin, Mingwei Electronics, and Dongxin Co. reaching their daily limit, and Zhongji Xuchuang hitting a new historical high with a market cap exceeding 600 billion [5] - The military industry sector weakened, with Jiuzhiyang dropping over 12% [6] Corporate News - Alibaba reported a 34% year-on-year increase in cloud revenue for Q2 of the 2026 fiscal year, with AI-related product revenue growing at triple-digit rates for nine consecutive quarters [5] - Shanghai Chip-on-Wafer announced the successful completion of testing for its first 350nm stepper lithography machine, marking a significant breakthrough in high-end semiconductor lithography equipment [5] - Vanke's bonds experienced significant declines, with "22 Vanke 02" dropping over 30% during trading, leading to a second trading halt [7][9] - Vanke A shares fell by 2.5%, reaching a new low, while its Hong Kong shares dropped over 6%, marking a decline below 4 HKD, the lowest since September 2024 [9]