强势回归！半导体概念午后走强，矽电股份20CM涨停

Core Viewpoint - The semiconductor sector showed strength in the afternoon trading session, with several stocks reaching their daily limit up, following the announcement of a 25% import tariff on certain semiconductor products by the U.S. government [2] Group 1: Market Performance - On January 15, the three major indices exhibited mixed performance, with the Shanghai Composite Index briefly falling below 4100 points [2] - The ChiNext Index experienced a rebound after hitting a low in the afternoon [2] Group 2: Sector Performance - The semiconductor sector saw significant gains, with stocks such as Xidian Co. hitting a historical high with a 20% limit up, and other companies like Blue Arrow Electronics, Kangqiang Electronics, and Unigroup Guowei also reaching their daily limit up [2] - Additional stocks including Helin Weina, Kema Technology, and Chip Source Micro surged over 10% [2] Group 3: Regulatory Impact - The U.S. White House announced on January 14 that starting January 15, a 25% import tariff would be imposed on certain imported semiconductors, semiconductor manufacturing equipment, and derivatives [2] - According to Open Source Securities, the investment logic for semiconductor materials and equipment has formed a "dual driving force" [2]