Market Overview - A-shares exhibited mixed performance with the Shanghai Composite Index declining by 0.33% to close at 4112.6 points, barely holding above the 4100 mark, while the Shenzhen Component Index rose by 0.41% and the ChiNext Index increased by 0.56% [1] - The total trading volume in the A-share market fell below 3 trillion yuan, decreasing by approximately 1 trillion yuan compared to the previous day [1] Semiconductor Sector - The semiconductor sector showed strong performance in the afternoon, with notable gains in lithography machines and memory chips, leading to stocks like Blue Arrow Electronics and Silicon Power reaching a 20% limit up [2] - The U.S. semiconductor equipment stocks also surged, with companies like ASML and TSMC rising over 4% [3] - Blue Arrow Electronics announced plans to acquire at least 51% of Chengdu Xinyi Technology, a move aimed at expanding its capabilities in the semiconductor design industry [3] - The semiconductor industry is experiencing price increases across various segments due to heightened demand from AI applications, with expectations of improved profitability [4] Non-Ferrous Metals Sector - The non-ferrous metals sector was notably active, with stocks like Sichuan Gold and Xianglu Tungsten hitting the daily limit up [5] - Silver prices surged over 7%, reaching historical highs, while gold also hit record levels at $4643 per ounce [5] - Geopolitical tensions are expected to drive demand and price appreciation for strategic metals such as copper, tungsten, and cobalt [6] Energy Storage Sector - The energy storage sector saw active performance, particularly in battery stocks, with lithium carbonate prices reaching a two-year high [8] - A meeting on the new energy vehicle industry emphasized the need for fair competition and innovation, projecting that by 2025, China's automobile production and sales will exceed 34 million units, with new energy vehicles accounting for over 50% of domestic sales [8]
沪指微跌守住4100点大关 全市场3100股飘绿