金吾财讯 | A股全天变现分化，沪指低位震荡，深成指、创业板指午后强势上扬，整体交投情绪有所下降，截至收盘，沪指涨0.07%，深成指涨1.91%，创业板指涨3.41%。沪深两市成交额约1.95万亿，较上一个交易日缩量约846亿元。盘面上看，个股涨多跌少，超3100只股份上扬，逾2100只股份录得下跌。板块方面，高宽带内存、光纤概念、存储芯片、光刻机等板块涨幅居前；银行、券商概念、核力发电、黄金概念等板块跌幅居前。中原证券表示，上半年GDP同比增长4.7%，经济基本面韧性较好。1-7月工业企业利润累计同比增长17.6%，盈利环境总体健康。7月政治局会议部署的稳增长政策，效果预计在9月宏观数据中陆续体现。美联储9月议息会议是核心观察节点，全球流动性收紧趋势边际缓解。中东冲突烈度有扩散趋势，对风险偏好的边际冲击正在减弱。预计上证指数继续震荡整理的可能性较大，结构再平衡为核心特征。密切关注宏观经济数据、海外流动性变化以及政策动向。短线建议关注传媒、软件开发、航海装备以及消费等行业的投资机会。
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