金吾财讯 | A股三大指数全天低位震荡，盘尾跌幅有所收窄，截至收盘，沪指跌0.62%，深成指跌2.73%，创业板指跌3.97%。沪深两市成交额2.35万亿，较上一个交易日放量462亿。盘面上看，个股跌多涨少，逾3600只股份录得下跌。板块上看，先进封装、光通信、激光雷达、PCB等板块跌幅居前；保险、核力发电、航运港口、钢铁等板块涨幅居前。光大证券表示，A股8月份市场将进入中报密集披露期，预计高景气方向仍是配置核心，但该机构认为配置选择并不仅限于科技领域，除了科技之外，出口链、资源品等板块基本面有望持续改善，未来或许值得重点关注。硬科技方面，关注电子、通信、国防军工等行业；出口链方面，关注电力设备、机械设备等行业；上游资源品方面，关注有色金属、煤炭、石油石化、基础化工等行业。
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