A股收评：三大指数齐跌，沪指险守4100点，半导体板块爆发

Market Overview - The three major A-share indices experienced a downward trend today, with the Shanghai Composite Index falling by 0.26% to 4101 points, the Shenzhen Component Index down by 0.18%, and the ChiNext Index decreasing by 0.2% [1] - The total market turnover reached 3.06 trillion yuan, an increase of 118 billion yuan compared to the previous trading day, with nearly 3000 stocks declining [1] Sector Performance - The AI application sector saw a significant decline for the second consecutive day, with notable drops in stocks such as Zhizhi New Materials (down 20%), Liujin Technology (down over 13%), and Weining Health (down over 13%) [4][5] - The semiconductor sector surged, driven by TSMC's strong earnings report, with storage chips and silicon carbide leading the gains [2][6] - The smart grid concept stocks performed strongly, with stocks like Electric Science Institute and West High Institute hitting the daily limit [9] Notable Stocks - In the AI application sector, Zhizhi New Materials fell by 20.01%, Liujin Technology by 13.95%, and Weining Health by 13.20% [5] - In the semiconductor sector, stocks such as Kaide Quartz and Tianyue Advanced both hit the daily limit with a 20% increase, while Bawei Storage rose by over 17% [7] - The industrial mother machine sector also saw gains, with stocks like Jintaiyang and Deen Precision hitting the daily limit [12] Future Outlook - Analysts predict that the "spring market" may arrive early, with investors potentially taking profits before the Lunar New Year or the National People's Congress, while liquidity support and stimulus policies are expected to boost the A-share market [13] - Despite regulatory measures to cool market sentiment, analysts believe that the A-share market has not yet entered a bubble phase and maintain a positive outlook for the first half of 2026 [14]