午评：沪指半日涨0.29%逼近4100点，稀土、半导体设备板块涨幅居前

Core Viewpoint - The three major indices collectively rose in early trading, with significant gains in various sectors, particularly semiconductor equipment and rare earth permanent magnets, while some sectors like oil and gas experienced declines [1] Market Performance - As of midday, the Shanghai Composite Index increased by 0.29%, the Shenzhen Component Index by 0.35%, the ChiNext Index by 0.41%, and the North China 50 Index by 0.91% [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 185.36 billion yuan, an increase of 57.5 billion yuan compared to the previous day [1] - Over 2,500 stocks in the market saw an increase [1] Sector Highlights - The semiconductor equipment sector experienced a significant surge, with stocks like ChipSource Microelectronics hitting the daily limit, and companies such as Tuojing Technology, Zhongwei Company, and Northern Huachuang reaching historical highs [1] - The rare earth permanent magnet sector also showed strength, with stocks like China Rare Earth and Jinli Permanent Magnet seeing notable gains [1] - The controllable nuclear fusion sector was active, with companies like China Nuclear Engineering and Wangzi New Materials hitting the daily limit [1] - Other sectors that performed well included non-ferrous metals, storage chips, and CRO concept stocks [1] Declining Sectors - The oil and gas sector saw a decline, with China National Offshore Oil Corporation dropping over 4%, along with other companies like Zhongman Petroleum and Sinopec Oilfield Services [1] - The digital currency and cross-border payment sectors experienced adjustments, with stocks such as Sifang Precision and Cuivai Co. seeing declines [1]