金吾财讯 | A股三大指数集体承压，截至收盘，沪指下跌0.54%，深成指下跌0.72%，创业板指下跌1.15%。沪深两市成交额约1.61万亿，较上一个交易日缩量164.59亿元。盘面上看，个股跌多涨少，逾1100只股份上扬，超4300只股份录得下跌。板块方面，粮食概念、旅游概念、酒店餐饮概念等板块跌幅居前；风电设备、稀土概念、先进封装概念等板块涨幅居前。中信证券表示，2026年上半年，金属行业业绩增长继续提速，钨、铝、铅锌、其他稀有金属领涨，铜、稀土磁材、黄金、镍钴锡锑亦实现出色增长，锂板块实现扭亏。当前金属板块估值仍处合理水平，铝、铜、锂、镍钴锡锑估值相对较低，细分板块估值修复机会值得关注。行业持仓回归平配，分红比例略有回落，但部分板块股息率仍显著高于5%。展望下半年，流动性冲击有望缓和，供应扰动抬头迹象渐显，需求维持稳增态势，建议持续关注黄金、铜、战略金属、稀土、铝、锂板块机会。
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