A股收評：三大指數齊跌，工業大麻、減肥藥逆勢走高
A股主要指數午後走弱，截至收盤，滬指收跌0.18%報3137點，深證成指收跌0.08%，創業板指收跌0.59%。兩市超2900股下跌，全天成交7083億元，北上資金淨賣出19.8億元。
盤面上，減肥藥板塊全天走高，德展健康升停；工業大麻延續強勢，通化金馬等多股升停；液冷服務器概念股拉昇，高瀾股份升超12%；PCB概念股拉昇，勝宏科技升超15%；中藥、華為產業鏈、光刻機及創新藥等板塊升幅居前。另外，保險股震盪走弱，新華保險大跌超7%；遊戲板塊下挫，電魂網絡領跌；文化傳媒板塊走低，唐德影視跌超6%；光刻膠、貴金屬、證券及半導體等板塊跌幅居前。
具體來看：
傳媒股跌幅居前，人民網、因賽集團、電魂網絡跌超5%，幸福藍海、果麥文化、卓創資訊等跟跌。
近日，中央網信辦發佈《關於加強“自媒體”管理的通知》，從嚴防假冒仿冒行為、強化資質認證展示、規範信息來源標註等13個方面對加強“自媒體”管理提出明確任務和要求，為“自媒體”規範有序運營劃定紅線。
華為概念股回調，廣信材料跌超12%，先鋒電子跌超9%，中英科技、福萊新材、華微電子等跟跌。
中信證券研報指出，自8月29日到9月8日，華為連續發佈重磅產品Mate 60系列和Mate X5。據統計，Mate 60系列幾乎全部由國產元件打造，國產化率高達90%以上，其生產涉及到46家中國供應商。該行看好消費電子在華為新機刺激下的提振。
減肥藥板塊全天走高，常山藥業20cm升停，翰宇藥業升超13%，金凱生科、諾泰生物等紛紛衝高。
消息面上，諾和諾德、禮來持續走高不斷刷新歷史新高。摩根大通提高了對減肥藥的銷售額預期，預計到2030年GLP-1受體激動劑相關藥物的年銷售額將超過1000億美元。
光刻機概念股走高，富樂德升超17%，京華激光、聯合精密升停，同飛股份、波長光電、張江高科等跟升。
智能駕駛概念股表現活躍，德邁仕升超13%，興民智通、高鴻股份、威帝股份升停，意華股份升超9%，天龍文化、保隆科技等跟升。
消息面上，近日大摩全球汽車行業首席分析師Adam Jonas表示受益於Dojo超級計算機，特斯拉的企業價值增加高達5000億美元，同時將特斯拉基準目標價提高至400美元。受此影響特斯拉昨晚股價大升超10%。
工業大麻概念股延續強勢，福安藥業升超18%，翰宇藥業升超13%，通化金馬、萊茵生物升停，龍津藥業、哈藥股份等跟升。
今日，北上資金淨流入2.56億元，其中滬股通淨流出0.26億元，深股通淨流入2.82億元。
展望後市，國盛證券認為，國內經濟處於弱復甦階段，就決定了市場轉強仍需時間，但總體上無論是A股盈利能力還是國內經濟運行情況，都處於底部階段，後續耐心等待數據驗證即可。配置上，建議圍繞科技、基建兩大主線佈局：1）科技產業，華為手機重回市場，mate60系列出貨預期上調，同時蘋果也將召開發佈會，因此短期具備催化+中長期改善邏輯；2）基建，板塊具備高股息屬性，同時“一帶一路”峯會有望迎來持續的消息催化。
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