A股早盘震荡走低 沪指半日跌0.36% 黄金、覆铜板等板块跌幅居前

金吾财讯
3 hours ago

金吾财讯 | A股三大指数早盘震荡走低,截至午间收盘,沪指跌0.36%,深成指跌0.29%,创业板指跌0.12%。盘面上看,黄金、覆铜板、光伏等板块跌幅居前;CRO、冰雪旅游、生物育种等板块涨幅居前。华龙证券表示,从1-7月经济数据来看,经济呈现向新向优,整体上成长方向的基本面偏强,且业绩存预期韧性,景气度有望延续。关注电子、通信、计算机;电力设备等相关细分行业领域。二是政策推动供需优化。供需两端持续改善,叠加内生增长动能逐渐恢复。关注家用电器、汽车、医疗器械;基础化工、有色金属等。三是主题关注十五五规划,具身智能、商业航天等。

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