A股收評：滬指跌1.17%，半導體全線回調，白酒股探底回升
6月24日，A股主要指數持續下挫，三大指數均跌超1%；截至收盤，滬指跌1.17%報2963點，深證成指跌1.55%，創業板指跌1.39%。近5000股下跌，全市場成交6956億元。
盤面上，交運設備板塊大跌，半導體板塊集體下挫，HBM概念股領跌；激光雷達板塊下挫，中海達等多股跌超6%；次新股集體走低，金凱生科等多股跌超8%；玻璃基板、全息技術及光學光電子等板塊跌幅居前。另外，電力、銀行及保險等板塊小幅上升。
具體來看：
半導體板塊集體下挫，晶華微跌超16%，氣派科技跌超14%，長光華芯、泰凌微、中晶科技、芯朋微跌超8%，中芯國際跌超3%。消息面上，美國財政部21日公佈一份165頁的草案，意圖限制對中國高科技行業投資。草案名為“擬議規則制定通知”（NPRM），旨在限制美國實體在半導體和微電子、量子信息技術、人工智能三個高科技領域對華投資，並列出了詳細的規定。對此，商務部迴應表示，堅決反對。
旅遊及景區板塊大幅走低，長白山跌超6%，曲江文旅、大連聖亞、九華旅遊、張家界、祥源文旅等跟跌超5%。
汽車服務板塊跌幅居前，廣匯汽車跌停，德眾汽車跌超6%，阿爾特跌超5%，國機汽車、中汽股份、上海物貿等跟跌。
白酒板塊探底回升，早盤一度跌近4%的貴州茅台收升0.38%，古井貢酒午後升超3%，迎駕貢酒、今世緣、洋河股份等升幅靠前。消息面上，今日酒價消息稱，2024散飛茅台跌破2100元/瓶，達到2080元/瓶；原箱已經跌破了2500元/瓶，達到2420元/瓶。一位西部某省的茅台經銷商證實，銷售公司剛通知要取消大箱茅台投放，陳年茅台、精品茅台將暫停投放。
電力股反彈，西昌電力升停，樂山電力升超7%，明星電力、閩東電力、廣西能源等跟升。消息面上，近日，國家能源局有關負責同志赴有關電網企業、發電企業開展調研，督促指導迎峯度夏電力供應保障、電力安全生產、支撐性保障性電源規劃建設等工作。
展望後市，中信證券指出，當前市場仍處於政策、價格和外部三大信號的觀察期，政策信號出現擾動，價格信號仍未明確，外部信號仍待觀察，預計三季度上述信號將逐步明確，當前市場對績優龍頭的配置共識將進一步增強，建議在市場拐點明確後再逐步切向績優成長。
首先，經濟內需數據依然相對偏弱，價格信號仍未明確，核心城市房價有企穩跡象，但仍需地產去庫存和穩市場的政策加碼；近期税收倒查擔憂影響微觀主體情緒，税務部門及時回覆、穩定預期。其次，“科創板八條”落地明確改革方向，旨在提升優質科創企業的吸引力；貨幣政策導向逐步清晰，低利率環境仍將持續，強化紅利品種的配置價值。最後，當前市場板塊間分化和輪動弱化，而行業內部分化不斷加劇，績優龍頭的財務和治理優勢更加明顯，市場對其配置的共識也將進一步增強。
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