A股收評：三大指數升跌不一，滬指升0.1%，消費電子板塊掀升停潮
A股主要指數今日弱勢震盪，截至收盤升跌不一，滬指收升0.1%報3110點，深證成指收升0.05%，創業板指收跌0.12%報2003點。兩市近3800股上升，全天成交7172億元，北上資金淨賣出49.95億元。
盤面上，6G板塊尾盤衝高，碩貝德20cm升停；衞星導航板塊持續走高，華力創通升超10%；星閃概念股持續走高，榮聯科技再度升停；半導體設備板塊走強，盛美上海大升15%；消費電子板塊午後掀升停潮，格林精密等多股升停；混合現實、激光雷達、教育及智能穿戴等板塊升幅居前。另外，醫藥板塊回調，減肥藥方向領跌，翰宇藥業跌近9%；豬肉概念走低，牧原股份領跌；大金融板塊全天走弱，券商、保險股弱勢走低；白酒、航運港口等板塊跌幅居前。
具體來看
消費電子板塊掀升停潮，格林精密、碩貝德20cm升停，信維通信升超14%，光弘科技升超13%，春秋電子、惠威科技、可川科技等多股10CM升停。
消息面上，隨着華為Mate60 Pro成為了消費電子市場久違的新爆款，萎靡了多年的下游供應商們終於迎來了曙光，包括光學、面板、結構件等公司都正處於加速生產階段。
6G、衞星導航板塊大升，碩貝德、中貝通信升停，菲菱科思升超15%，信維通信升超14%，特發信息、金信諾、通宇通訊等升幅靠前。
消息面上，中國電信副總經理夏冰表示，近期與華為聯合推出全球首款支持衞星通話的大眾智能手機，這將進一步強化衞星頻譜資源在民用領域的應用。6G下一步必將和衞星通信及衞星互聯網結合，構建天地一體化融合網絡。
汽車產業鏈走強，恒勃股份20CM升停，博俊科技、羅博特科升超15%，欣旺達升超11%，聖龍股份、賽力斯等多股升停。
消息面上，中國汽車出海論壇上，中國貿促會汽車行業分會負責人表示，預計今年我國汽車出口量將超過400萬輛，有望成為全球最大汽車出口國。
石油、天然氣板塊普升，貝肯能源3連板，新潮能源、通源石油升超4%。
消息面上，9月27日國際原油期貨結算價大幅上升。WTI 11月原油期貨結算價收升3.64%，報93.68美元/桶，創2022年8月以來最高點。
CRO、減肥藥概念股走低，C萬邦醫跌超14%，金凱生物跌超7%，德展健康、百花醫藥、聖諾生物等跟跌。
養殖股普跌，牧原股份跌超4%，湘佳股份跌超2%，天邦食品、温氏股份等跟跌。
據農業農村部監測，2023年9月18-24日，全國規模以上生豬定點屠宰企業生豬平均收購價格為17.25元/公斤，較前一週下降1.2%，較去年同期下降29.3%；白條肉平均出廠價格為22.53元/公斤，較前一週下降0.9%，較去年同期下降27.8%。
今日，北上資金淨賣出49.95億元，其中滬股通淨賣出28.47億元，深股通淨賣出21.48億元。
展望後市，中泰證券投顧鄧天認為，目前市場已處於底部區域，十月或是第一個變盤點。從過往經驗來看，政策底向市場底轉變過程中往往需要合力形成契機。十月初將迎來節前避險資金迴流，或將形成市場合力。建議關注歷年十月表現突出的銀行板塊，以及軍工為代表，股價及估值處於低位，且四季度有望迎來基本面改善的板塊。
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