金吾财讯 | A股早盘震荡走软，截至午间收盘，沪指跌1.82%，深成指跌2.34%，创业板指跌2.04%。板块方面，锂矿概念、光刻机、半导体、酒店餐饮等板块跌幅居前；核力发电板块走高。国信证券（香港）认为，8月A股表现出比较清晰的业绩驱动模式，即业绩越好的板块上涨幅度越大。二季报显示，相较于一季报改善最明显的行业除了非银之外，电子、通信位列第二、第三，这说明尽管短期拥挤度较高影响了AI硬件板块的表现，但基本面依然强劲，可以支撑其中期的表现。
金吾财讯 | A股早盘震荡走软，截至午间收盘，沪指跌1.82%，深成指跌2.34%，创业板指跌2.04%。板块方面，锂矿概念、光刻机、半导体、酒店餐饮等板块跌幅居前；核力发电板块走高。国信证券（香港）认为，8月A股表现出比较清晰的业绩驱动模式，即业绩越好的板块上涨幅度越大。二季报显示，相较于一季报改善最明显的行业除了非银之外，电子、通信位列第二、第三，这说明尽管短期拥挤度较高影响了AI硬件板块的表现，但基本面依然强劲，可以支撑其中期的表现。
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