A股收評：大反攻！三大指數均收復重要關口，F5G概念股掀升停潮
A股主要指數午後擴大升幅，截至收盤，滬指收升1.55%報3132點，深證成指收升1.97%報10178點，創業板指收升2.32%報2013點。兩市超4600股上升，全天成交7655億元，北上資金淨買入74.93億元。
盤面上，F5G概念股掀升停潮，菲菱科思等多股升停；CPO概念全天走強，天孚通信20cm升停；算力概念延續強勢，中貝通信升停；人工智能板塊持續活躍，崑崙萬維20CM升停；中字頭股票震盪走強，中國科傳此前升停；光通信模塊、遊戲、混合現實、通信設備及數據要素等板塊升幅居前。另外，管制類麻醉藥品要進省級集採，醫藥股逆勢走低，恩華藥業、人福醫藥此前雙雙跌停；阿茲海默板塊走弱，通化金馬跌透；煤炭股普跌，兗礦能源能源跌超3%；ST股、貴金屬等板塊跌幅居前。
具體來看：
通信設備、F5G板塊掀升停潮，菲菱科思、天孚通信、精倫電子、華脈科技等多股升停，德科立、博創科技、中際旭創升超14%，新易盛、光庫科技等紛紛走高。
消息面上，9月20日，在華為全聯接大會2023期間，華為聯合多家高速公路行業企事業單位共同發佈了《智慧高速F5G全光通信網技術白皮書》。 白皮書提出了基於F5G（第五代固定網絡）的高速公路通信網絡的目標網架構，詳細闡述了在智慧交通建設背景下高速公路通信網絡的關鍵技術，旨在切實促進高速公路數字化、智能化轉型。
遊戲股大幅反彈，崑崙萬維20cm升停，神州泰嶽升超10%，盛天網絡、寶通科技、冰川網絡等跟升。
消息面上，本次杭州亞運會，電子競技首次成為亞運會正式競賽項目，共產生7枚金牌。此外2023年8月共40箇中國廠商入圍全球手遊發行商收入榜TOP100，合計吸金20.7億美元，佔本期全球TOP100手遊發行商收入39.3%，整體情況優於去年同期。
券商股走高，華創雲信拉昇升停，信達證券升超6%，哈投股份、國聯證券、東方財富等紛紛衝高。
消息面上，華創雲信公吿稱，子公司華創證券收到太平洋證券轉發的《中國證監會行政許可申請受理單》，中國證監會已依法受理太平洋證券變更主要股東或者公司的實際控制人申請。行業方面，證監會日前在記者會上澄清近期IPO、再融資停擺傳言，表示各類融資行為仍正常開展，維穩市場預期。但會繼續嚴格把控上市企業質量，優化資本市場生態。
中字頭股票表現活躍，中國科傳升停，中科信息、中信出版升超6%，中科軟、中國中鐵等跟升。
煤炭股普跌，兗礦能源、大有能源跌超2%，華陽股份、雲煤能源等跟跌。
今日，北上資金淨流入101.64億元，其中滬股通淨流入46.64億元，深股通淨流入55億元。
展望後市，貝萊德基金首席投資官陸文傑表示，相對全球市場而言，當前中國股票市場估值較低，未來隨着更多積極因素顯現，A股將會出現較大彈性。從更長期的角度來看，貝萊德基金對中國經濟的恢復有信心，並認為中國股票當前存在底部超配的價值。
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