《滬深兩市》上證半日微升8點 創板高收升1.7% 芯片、華爲、中藥概念股造高
內地6月官方製造業PMI 50.9%略高於預期，官方非製造業PMI 53.5%遜預期，綜合PMI產出指數按月回落。人民銀行今再開展300億元人民幣(下同)7天期逆回購操作，人幣中間價下調34點。上證平開，深成創板高開0.1%-0.4%。其後各指數走勢向好，惟上證仍未重上3,600點關，創板表現續強。
上證低見3,569後回穩，半日升8點，報3,581點；深成升122點或0.8%，近高收報15,122點；滬深300指數升21點或0.4%，報5,212點；創業板指數升59點或1.7%，以半日高位收報3,465點，成交1,394億元。滬深兩市成交分別爲2,557億元及3,227億元。
中資金融股走個別，工行(601398.SH)及建行(601939.SH)分別跌0.2%、升0.2%。
鋼鐵、煤炭股回升，本鋼板材(000761.SZ)料上半年淨利潤按年增764%，股價揚7.9%。馬鋼股份(600808.SH)、重慶鋼鐵(601005.SH)分別升8.7%、3%。兗州煤業(600188.SH)、潞安環能(601699.SH)、新集能源(601918.SH)升1.9%-3.8%。
汽車股回落，北汽藍谷(600733.SH)、小康股份(601127.SH)、漢馬科技(600375.SH)跌3.8%-4.6%。長城汽車(601633.SH)亦跌1.8%。
半導體、芯片股造好，友訊達(300514.SZ)、和林微納(688661.SH)、芯朋微(688508.SH)、富滿電子(300671.SZ)齊漲停。明微電子(688699.SH)漲停，公司預計上半年淨利潤按年增832.38%至935.98%。芯源微(688037.SH)漲11%，公司預計上半年淨利潤按年增約399%至543%。內地科學家在磁性芯片高精度檢測領域取得新突破，預計10月投入商用。
華爲概念股炒上，彩訊股份(300634.SZ)、神思電子(300479.SZ)漲19.9%、13%。拓維信息(002261.SZ)揚6.1%。
內地將加強綜合醫院中醫藥工作，推動中西醫協同發展，刺激一衆中藥概念股造好，昆藥集團(600422.SH)、隴神戎發(300534.SZ)、廣譽遠(600771.SH)、江中藥業(600750.SH)、精華製藥(002349.SZ)、天士力(600535.SH)均漲停。
疫苗股見回吐，東方生物(688298.SH)及熱景生物(688068.SH)分別吐10.5%及8.3%。碩世生物(688399.SH)跌3.2%。
寧德時代(300750.SZ)見532元再創新高，股價半日升4.6%，造531.8元。
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