A股午評：降準疊加多數據超預期！三大指數齊升 醫藥生物、半導體板塊領升
央行降準，8月社會消費品零售總額及規模以上工業增加值均超預期；A股主要指數震盪上行，截至午間收盤，上證指數升0.28%報3135點，深證成指升0.11%，創業板指一度跌破2000點收升0.11%。兩市近3500股上升，半日成交4356億元，北上資金淨買入1.12億元。
盤面上，創新藥板塊繼續活躍，通化金馬五連板；醫療器械板塊走高，山外山升超9%；商業零售板塊走強，上海九百升停；Chiplet概念股拉昇，晶方科技升停；一體化壓鑄板塊走高，多利科技升停；光刻膠概念股快速回升，蘇大維格升超10%；半導體板塊反彈，匯頂科技升停；肝炎、減肥藥概念走高，雙成藥業升停；券商、銀行、保險等大金融板塊拉昇，華創雲信領升；生物疫苗板塊走高，萊美藥業20cm升停；旅遊酒店板塊拉昇，曲江文旅一度升停；工業母機、超導、黃金及油氣板塊升幅居前。另外，通信設備股集體調整，高鴻股份跌超9%；福建板塊走低，平潭發展跌超5%；CPO概念、星沙概念及液冷等板塊跌幅居前。
醫藥生物板塊走強 萊美藥業20CM升停
創新藥方向領升，萊美藥業20CM升停，通化金馬5連板，信立泰、海思科、康弘藥業、凱萊英等快速跟升。消息面上，萊美藥業公吿，控股子公司四川康德賽腫瘤治療性疫苗產品CUD002注射液，已獲得國家藥監局核准簽發的《藥物臨牀試驗批准通知書》。
汽車一體化壓鑄及零部件板塊走高 多利科技等多股升停
多利科技、冠盛股份及遠東傳動等股升停，嶸泰股份、廣東鴻圖、美利信、文燦股份、立中集團、瑞鵠模具等升幅靠前。太平洋證券研報指出，電動車方面，特斯拉通過一體化壓鑄、4680電池、FSD等技術進一步降本增效，並有望通過推出Cybertrack、Model3煥新版等新車型及改款車型增加銷量彈性，從而提升電動車及相關產品的競爭力和盈利水平。
半導體板塊反彈 匯頂科技升停
芯片股早盤探底後震盪反彈，思特威升超17%，匯頂科技、晶方科技升停，中科藍訊、思瑞浦、神工股份、聖邦股份等跟升。消息面上，芯片設計商Arm昨晚登陸納斯達克，首日股價大升24.69%。
通信設備股集體調整，高鴻股份跌超9%
通信設備股調整，高鴻股份跌超9%，菲菱科思、鋭捷網絡、大富科技、光迅科技、意華股份等跟跌
福建板塊走低 平潭發展等多股跌超5%
平潭發展、建發合誠、中富通、招標股份、任華智能等多股均跌超5%。
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