A股收評：三大指數高開回落升幅僅剩1% 北上淨賣出82億 超1500股下跌
重磅利好政策出爐後首個交易日，三大指數高開超5%，此後持續走低，截至收盤滬指收升1.13%回落至3100點以下，報3098點，深證成指收升1.01%，創業板指收升0.96%。兩市超3600股上升，超1500股下跌，全天成交11266億元，為8月4日以來首次突破萬億；北上資金淨賣出82.47億元。
盤面上，核污染防治全天走高，捷強裝備20CM升停；房地產板塊延續強勢，榮盛發展等多股升停；證券股午後回落，多股打開升停板，中金公司翻綠；煤炭行業午後走強，新集能源升約9%；互聯網金融、裝修建材及新型城鎮化等板塊升幅居前。另外，調味品板塊回調，江鹽集團跌停；減速器板塊走弱，優德精密跌超11%；貴金屬板塊全天走弱，西部黃金跌約4%。空間計算、減肥藥及存儲芯片等板塊跌幅居前。
具體來看：
證券板塊高開低走，錦龍股份、華鑫股份升停，天風證券升超7%，太平洋、首創證券、中信建投等跟升。
消息面上，財政部、税務總局27日公吿，為活躍資本市場、提振投資者信心，自2023年8月28日起，證券交易印花税實施減半徵收。
房地產板塊升幅居前，中南建設、華遠地產、天房發展、榮盛發展等升停，光大嘉寶、南國置業等大幅跟升。
消息面上，近日房地產行業利好政策頻出，其中證監會表示房地產上市公司再融資不受破發、破淨和虧損限制；住建部等部門印發通知表示將首套房貸款“認房不用認貸”納入“一城一策”工具箱，供城市自主選用；此外，浙江嘉興宣佈全面取消樓市限購、限售。
煤炭板塊升幅居前，美麗生態升停，雲煤能源、新集能源升超8%，兗礦能源、平煤股份、晉控煤業、華陽股份升幅居前。
核污染防治概念全天活躍，捷強裝備升20cm升停，中廣核技、西隴科學等升停，中電環保、盛幫股份、德爾未來、東方園林、西隴科學升幅居前。
今日，北上資金淨流出-65.35億元，其中滬股通淨流出-34.22億元，深股通淨流出-31.13億元。
展望後市，平安證券表示，政策共振發力將扭轉市場頹勢，A股市場迎來觸底回升。就活躍資本市場影響來看，主要有三大受益主線。一是基本面直接受益於政策共振的地產企業，“房地產上市公司再融資不受破發、破淨和虧損限制”，以及直接受益於活躍資本市場的非銀板塊；二是受益於資本市場改革下分紅溢價抬升的行業及企業；三是受益於減持受限且長期方向向好的成長板塊，特別是以科創板為代表的板塊以及AI風格為主的成長板塊。
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