临近午盘，创业板指加速下跌，截至发稿跌2.3%，沪指跌1.03%，深成指跌2.08%。数字货币、消费电子、算力硬件、军工等方向跌幅居前，全市场近4700只个股下跌。
中信建投认为，对于AI方向可以作为市场情绪风向标，在AI保持强势时，市场的整体交易氛围依旧会比较活跃，其他板块轮动的机会也相对较大，而且近期调整的创新药昨日轮动大涨，让更多投资者看到板块调整后的轮动机会。即将到来的“9.3”阅兵和美联储议息会议将成为重要的观察窗口，投资者在轮动行情中仍要多一些耐心和定力。
光大证券分析，随着美联储9月降息时间节点的临近，国内货币政策发力的预期亦在随之升温，市场有望延续震荡上行趋势，同时，热点轮动的风格或将延续。
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