A股三大指数全天缩量震荡创业板指跌逾7% CPO、存储芯片板块承压

金吾财讯

7 hours ago

金吾财讯 | A股三大指数全天缩量震荡，截至收盘，沪指跌1.16%，深成指跌4.52%，创业板指跌7.35%。沪深两市成交额约2.03万亿，较上一个交易日缩量508亿。盘面上看，个股跌涨相当，逾2700只股份录得下跌，约2600只股份录得扬升。板块上看，CPO概念、存储芯片、MLCC、碳化硅等板块跌幅居前；跨境支付、酒店餐饮、新零售、快手概念等板块涨幅居前。中信证券研究表示，6月工业企业利润增速继续回落，营业收入增速加快，营收成本增速提升导致了利润和营收增速的进一步收敛，分所有制看，由国有企业主导转向股份制和私营企业支撑。6月，工业生产量、价和盈利率均有改善，但价格环比转负，库存增速进一步抬升，价格对企业利润的改善空间或将收窄。行业层面，上游利润增速高位回落，中游利润放缓，下游边际改善，有色、电子和化纤仍保持较快增长，但增速边际回落，受外需高增影响，汽车利润显著改善。展望未来，三季度以后，工业企业利润增速即将进入基数增长区间，利润增速或将放缓，伴随着PPI读数达到阶段性高位，价格因素对利润改善的支持仍需观察。后续需进一步关注工业品价格走势，以及设备更新资金落地对三季度实物工作量的带动效应。

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