突发，午后跳水！超4200只个股下跌，周期股跌麻了！一则重磅消息，这个板块逆市拉升...

Market Overview - The market experienced a significant decline, with the Shanghai Composite Index dropping by 1.18%, the Shenzhen Component Index falling by 1.73%, and the ChiNext Index decreasing by 1.66% [1] - The trading volume in the Shanghai and Shenzhen markets reached approximately 19.36 trillion yuan, an increase of about 91.7 billion yuan compared to the previous trading day, with over 4,200 stocks declining [2] Sector Performance - Cyclical stocks, including coal, steel, oil, and non-ferrous metals, led the market decline, with the steel sector falling over 3% and both non-ferrous metals and coal sectors dropping more than 2% [5] - Notable individual stock declines included Angang Steel and Baosteel, which fell over 7%, while Yunnan Zinc and Northern Rare Earth dropped more than 5% [5][6] Futures Market - Multiple previously popular futures contracts saw significant declines, with glass and coking coal main contracts dropping by 8%, polysilicon falling over 7%, and industrial silicon and lithium carbonate decreasing by over 6% and nearly 5%, respectively [7] - The Dalian Commodity Exchange has adjusted trading limits for certain contracts to maintain market stability, including a reduction in daily opening positions for industrial silicon, polysilicon, and lithium carbonate [8] Domestic Semiconductor Sector - Following a significant meeting with Nvidia regarding security risks associated with its H20 computing chip, domestic semiconductor stocks surged, with companies like Dongxin Co. and Cambrian Technologies seeing substantial gains [10] - Domestic GPU companies are accelerating their development, with firms like Moer Technology and Muxi Integrated Circuit announcing IPO plans to raise funds for GPU research and market expansion [12] Infant and Child Industry - The infant and child sector continued to show strength, with companies like Sunshine Dairy and Anzheng Fashion achieving three consecutive trading limits, while several others saw notable increases [14] - The Chinese government has allocated approximately 90 billion yuan for child-rearing subsidies, and Beijing has introduced measures to enhance support for childbirth, including establishing a subsidy system and improving maternity insurance [16]