A股收評：三大指數升跌不一，蘋果概念股強勢，煤炭板塊下挫
A股主要指數今日走勢分化，截至收盤，滬指跌0.55%報3015點，深證成指升0.31%，創業板指升0.83%。超3500股下跌，全天成交7516億元，較前一日縮量965億元。
盤面上，AIPC板塊大升，萬祥科技20cm升停；PCB板塊走高，逸豪新材一度升停；蘋果概念股強勢，鵬鼎控股等多股升停；AI手機、汽車芯片及消費電子等板塊升幅居前。另外，煤炭板塊下挫，晉控煤業跌近7%；珠寶首飾板塊走低，老鳳祥跌超7%；房地產服務板塊震盪下行，南都物業領跌；盲盒經濟、裝修建材及鋼鐵等板塊跌幅居前。
具體來看：
半導體及元件概念走高，東晶電子4連板，逸豪新材升超18%，明陽電路升超13%，東山精密、方正科技等多股升停。
消息面上，半導體新一輪升價潮或許即將開啟。繼華虹半導體傳出升價計劃後，台積電也即將升價。台積電3nm代工報價升幅或在5%以上，先進封裝明年年度報價升幅在10%-20%。
蘋果概念大升，萬祥科技、斯迪克、傑美特、領益智造、鵬鼎控股、東山精密等8股升停，立訊精密升逾7%。
有消息稱，蘋果正在開發一款更薄的iPhone機型，與先前全新iPhone 17 Slim型號的傳聞相吻合。iPhone 17 Slim 據傳將會採用全新的設計，同時也比其他型號的iPhone都更薄。
3D打印概念震盪拉昇，鉑力特升超9%，銀禧科技升超5%，華曙高科、久日新材、金太陽等跟升。
消息面上，知名分析師郭明錤剛剛在X上發文稱，2H24新款Apple Watch關注焦點是Series 10、鉑力特/3D列印。郭明錤指出，Apple Watch將自2H24開始採用由3D列印技術生產的機構件。雖去年最後並無量產，但經過過去1年多的密集測試，目前3D列印的生產效率已有明顯改善。
煤炭股跌幅居前，晉控煤業跌超6%，淮北礦業跌超4%，中煤能源、華電能源、平煤股份等跟跌。
白酒股再度走弱，巖石股份跌超3%，皇台酒業、洋河股份跟跌。貴州茅台盤中跌逾2%刷新年內新低。
房地產服務板塊繼續回調，特發服務跌超5%，南都物業、我愛我家、中天服務等跟跌。
個股異動
朗進科技收跌8.05%，報13.6元，盤中一度跌超10%創兩個月新低。消息面上，朗進科技14日晚間發佈公吿稱收到山東證監局警示函，該公司未能充分預估資產減值損失、信用減值損失等，導致2023年度業績預吿中的財務數據披露不準確，違反了信息披露相關規定。山東證監局決定對朗進科技採取出具警示函的行政監管措施。
展望後市，華泰證券研報表示，儘管5月M1同比較4月回落，但模型顯示市場風險溢價所隱含的預期已經較為公允，後續財政脈衝等積極線索或逐步顯現。當前市場下行風險<上行風險，ETF/融資資金迴流或提供堅實支撐，回調空間感已具備、反彈或蓄勢待發。此外，科創與“中特估”之辯是勝率和賠率的選擇問題，我們認為兩者可比性不高，考慮到中美半導體週期背離或將持續且市場風險偏好修復遇波折，中期維度勝率資產配置仍佔優。
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