A股收評：滬指跌0.62%失守3100點，商業航天、半導體板塊逆市活躍
5月30日，A股主要指數震盪走弱，滬指跌0.62%，深證成指跌0.32%，創業板指升0.12%。全市場超3500家個股下跌，滬深兩市成交額7233億，較上個交易日放量149億。
盤面上，傳中芯國際開發3nm級製程芯片，半導體板塊全線走強，存儲芯片、汽車芯片、中芯概念及HBM概念等方向領升，中芯國際一度升超7%，西測測試、國科微等多股升停；汽車拆解板塊走高，超越科技升超12%；船天基互聯、EDA概念及電子化學品等板塊升幅居前。另外，現貨黃金衝高回落，黃金、貴金屬板塊走低，湖南黃金盤初創新高後跌停；電力板塊調整，明星電力等多股跌停；房地產服務、小金屬及煤炭等板塊跌幅居前。
具體來看：
商業航天概念領升，陝西華達20cm升停，航天晨光、天箭科技、神開股份10cm升停，航天環宇、航宇微跟升。消息面上，5月29日下午4點左右，日照近海實施一次海上衞星發射任務；國電高科將通過星河動力的穀神星一號火箭在海上發射平台進行天啟星座“一箭四星”（第25-28星）專箭海上發射。
存儲芯片概念升幅居前，國科微、西測測試20cm升停，上海貝嶺、萬潤科技10cm升停，燦芯股份升超7%，復旦微電、中京電子升超5%。高盛分析師公佈報吿預計，全球HBM(高帶寬存儲芯片)市場規模將在2023-2026年期間以約100%的複合年增長率增長，並在2026年達到300億美元，較3月份的預測上調30%以上。
汽車拆解板塊走高，超越科技升超12%，怡球資源升超8%，德眾汽車升超7%，華新環保、啟迪環境升超5%。
AI PC概念股反覆活躍，英力股份升超15%，鵬鼎控股升超4%，華勤技術、奧海科技、聞泰科技升超2%。
貴金屬概念跌幅居前，曉程科技跌超12%，湖南黃金跌停，銀泰黃金、四川黃金、西部黃金、赤峯黃金跌超4%。消息面上，美國10年期國債收益率升至4.6%以上水平，加上美聯儲官員日前發出鷹派言論，美元走強，金價下跌。倫敦金現昨日收跌1%後，今日盤中再度跌0.4%至2327.8美元。
電力板塊回調，明星電力、大連熱電、惠天熱電跌停，西昌電力跌超8%，樂山電力、廣安愛眾跌超7%。
油氣開採板塊受挫，準油股份跌停，貝肯能源、中曼石油跌超5%，通源石油、潛能恒信跌超4%，仁智股份、海油發展、海油工程、中國海油跟跌。
地產股走低，南國置業跌超6%，榮盛發展、京能置業、光明地產、渝開發、金地集團、招商蛇口跌超4%。
展望後市，光大證券表示，市場持續縮量、觀望情緒不斷升温，主要是因為近期進入了政策的相對“空窗期”；接下來，在新的重大刺激因素出現之前，市場大概率延續縮量震盪磨底的態勢，熱點輪動的風格或將延續。
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