A股收評：三大指數微跌，成交額縮量至6818億元，華為概念股又爆發
今日，主要指數集體收跌，滬指跌0.18%報3116點，深證成指跌0.38%，創業板指跌0.35%。兩市超2700股上升，全天成交6818億元。
盤面上，華為今日再預售兩款新手機，華為概念股掀升停潮，中英科技等多股升停；北斗導航板塊繼續走高，十餘股升超9%；光刻膠板塊持續走強，張江高科升停；旅遊板塊拉昇，華天酒店領升；航天航空走高，晨曦航空升超13%。另外，遊戲板塊全天走弱，電魂網絡領跌；煤炭板塊下挫，雲煤能源跌停；文化傳媒股走低，中原傳媒跌超9%；房地產、教育及食品飲料等板塊跌幅居前。
具體來看：
華為相關板塊掀升停潮，光刻機領升兩市，同飛股份20CM升停，聯合精密、張江高科、東方嘉盛、百川股份升停，騰景科技升超9%，電科數字、聯合光電升超6%。
消息面上，繼未發佈先開售Mate 60 Pro，華為今日再預售兩款新手機——摺疊屏手機Mate 5和設有“雙衞星通信”的Mate 60 Pro+，前者於9月24日前發貨，後者在10月9日前發貨。在發售前，華為同樣沒有事前宣傳兩款新手機。
衞星導航板塊升幅居前，華力創通20CM升停，近9個交易日大升超160%；中英科技、司南導航、震有科技20CM升停，恒宇信通、四川九洲、海格通信、高斯貝爾升停，理工導航、盟升電子升超9%，金信諾、中國衞星、北斗星通等跟升。
光刻膠表現亮眼，雙樂股份、藍英裝備20CM升停，容大感光升超6%，炬光科技等跟升。
傳媒、遊戲等板塊跌幅居前，電魂網絡跌停，中原傳媒、榮信文化跌超9%，南方傳媒跌超8%，藍色光標、浙數文化跌超6%，中國出版、冰川網絡、三七互娛等跟跌。
煤炭股大跌，雲煤能源跌停，陝西黑貓、山煤國際跌超3%，山西焦煤、蘭花科創、平煤股份等跟跌。
教育股走弱，東方時尚跌停，開元教育跌超6%，科德教育跌超4%，國脈科技、中公教育跌超2%。
地產股下挫，天房發展跌超8%，中迪投資、金科股份、京投發展跌超7%，中國武夷、榮盛發展跌超4%，中南建設、大龍地產等跟跌。
展望未來，招商證券認為，當前A股面臨的基本面、資金面、政策面全面改善，造成8月調整較大的兩個關鍵負面利空也逐漸落地，資本市場政策發力扭轉A股淨流入局面。A股在經歷了4-8月的連續回調後，一旦進入反彈趨勢，市場上應該圍繞“迴歸主線”、“業績為王”兩個核心思路佈局未來三個季度的上行週期。當前市場的一級主線圍繞數字經濟、智能化（AI/智能駕駛/機器人）和自主可控（軟件、硬件）；次級主線中心是優化房地產政策和穩增長階段性發力。沿着滲透率提升的思路，當前最值得關注的細分賽道包括半導體、AI、智能駕駛、機器人、數據要素、信創；沿着供應約束和週期階段性回升的視角看，關注地產鏈，工業金屬。
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