A股午評：滬指收跌1% 有色金屬、地產股跌幅居前
A股主要指數低開低走，截至午間收盤，滬指跌1%報3126.82點，深證成指跌1.19%，創業板指跌0.98%。超4300股下跌，兩市半日成交5274億元。
盤面上，軍工板塊走高，長城軍工升停，天海防務升超14%，軍工產業鏈企業訂單逐步恢復；AI PC概念持續拉昇，英力股份20CM升停，思泉新材升近6%，微軟日前發佈新一代AI PC；中船系集體上升，中船應急升超6%；低空經濟概念普升，一博科技、沃特股份升停，廣東印發《廣東省推動低空經濟高質量發展行動方案(2024—2026年)》；PEEK材料、消費電子、碳纖維概念等板塊升幅居前。黃金概念下挫，玉龍股份、曉程科技跌超7%，FOMC會議紀要措辭鷹派打擊降息希望，金銀價格下跌；地產股調整，城投控股跌超6%，渝開發、綠地控股跌超5%；工業金屬、旅遊、醫美概念等板塊跌幅居前。
AIPC概念持續拉昇 英力股份升停
英力股份20CM升停，XD雷神科升超13%，思泉新材升近6%，億道信息、龍旗科技、奧士康、芯海科技等跟升。消息面上，近日微軟在開發者前瞻大會上發佈新一代Surface Laptop，搭載高通驍龍X Elite/X Plus芯片，據悉，微軟此次將旗下AI助手Copilot全面引入了Windows系統，並且內置了OpenAI的GPT-4o模型，其硬件AI算力據稱可每秒執行40多萬億次操作。
軍工板塊走高 長城軍工升停
長城軍工升停，天海防務升超14%，新餘國科升超11%，通易航天、華豐科技、天秦裝備等跟升。浙商證券指出，隨着2024年軍工產業鏈企業訂單逐步恢復，軍工電子、軍工通信等相關領域有望充分受益。國防軍工行業有望迎來武器裝備現代化建設與數字化升級的加速期。
低空經濟概念普升 一博科技、沃特股份升停
一博科技、康達新材、沃特股份升停，華密新材升超22%，威貿電子升超12%，雲星宇、南京聚隆、並行科技等升幅靠前。消息面上，5月22日，廣東省人民政府印發《廣東省推動低空經濟高質量發展行動方案(2024—2026年)》。其中提到，到2026年，打造世界領先的低空經濟產業高地，低空經濟規模超過3000億元。此外中國民航局有關負責人表示，將配合相關部門做好空域分類和低空空域管理改革試點，增加低空可飛空域。
黃金概念下挫 玉龍股份、曉程科技跌超7%
玉龍股份、曉程科技、海南礦業跌超7%，飛南資源、盛達資源、株治集團、北方銅業跌超6%，白銀有色、豫光金鉛、浩通科技等跟跌。消息面上，因美國聯邦公開市場委員會(FOMC)會議紀要措辭鷹派，打擊降息希望，黃金、白銀價格大幅下挫。繼昨日收跌1.75%後，倫敦金現今日盤中繼續下跌，一度跌至2366.3美元，為連續第三日回調。繼昨日收跌3.74%後，倫敦銀現今日再度下跌，一度跌超1%至30.23美元。
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