尾盘突袭！一则消息，引发油气板块大跳水！伊朗军方高官称未封锁霍尔木兹海峡...

Market Overview - The market experienced a high and then a pullback, with the ChiNext Index rising over 3% at one point. By the close, the Shanghai Composite Index increased by 0.64%, the Shenzhen Component Index by 1.23%, and the ChiNext Index by 1.66%. The total trading volume in the Shanghai and Shenzhen markets reached 2.39 trillion, an increase of 243 billion compared to the previous trading day [2][3]. Sector Performance - The MicroLED concept saw a collective surge, with stocks like Longteng Optoelectronics, Huacan Optoelectronics, and Jucan Optoelectronics hitting the 20% daily limit up. The optical and electronic sector rose over 6%, leading the market [4][16]. - The computing power leasing sector also saw rapid gains, with Meili Cloud and Tongniu Information both hitting the daily limit up. The CPO sector continued to strengthen, with Kaige Precision Machinery rising nearly 14% to set a new historical high [5]. Oil Market Reaction - A sudden announcement from Iran's military regarding the non-blockade of the Strait of Hormuz led to a sharp drop in oil futures, which fell from a 14% limit up to a 6.43% increase by the close. The A-share oil and gas sector also declined, with companies like Beiken Energy and Keli Co. dropping over 9% [7][9][10]. - Goldman Sachs' chief oil strategist Daan Struyven projected that oil transport through the Strait of Hormuz would remain at low levels for the next five days, potentially recovering to 70% of normal levels within two weeks and fully normalizing in four weeks. The report highlighted that Middle Eastern oil-producing countries face significant storage pressures due to the disruption [15]. Semiconductor Sector - The semiconductor industry saw a rebound, with stocks like Qiangyi Co. rising over 17%. The entire semiconductor supply chain, including advanced packaging and third-generation semiconductors, experienced price increases, boosting industry sentiment and leading to strong performances from leading companies [20][22]. - Analysts noted that the demand for AI computing power and the semiconductor industry's cyclical recovery are driving growth, with Qiangyi Co. reporting a 157.9% year-on-year increase in revenue for January-February 2026 [22].