A股收評：滬指放量收升0.73%，消費電子、銅纜高速連接板塊爆發
6月28日，A股主要指數走勢分化，創業板指午後下挫逾1%。截至收盤，滬指升0.73%報2967點，深證成指跌0.01%，創業板指跌1.16%。兩市超3000只個股上升，滬深兩市成交額7033億元，較上日放量769億元。
盤面上，蘋果Vision Pro國行版開售，消費電子板塊走強，捷邦科技等多股升停；中字頭板塊午後持續拉昇，中國船舶大升近8%，中國移動創歷史新高；汽車整車板塊走高，賽力斯一度逼近升停；電力、貴金屬及通信設備等板塊升幅居前。另外，證券股午後跳水，東方財富一度大跌8%；文化傳媒板塊下挫，榮信文化跌近8%；食品飲料、房地產服務及醫療服務等板塊跌幅居前。
具體來看：
銅纜高速連接概念領升，凱旺科技、華脈科技、沃爾核材、得潤電子升停，華豐科技升超7%，勝藍股份、創益通、鼎通科技等跟升。消息面上，LightCounting指出，2023年至2027年，高速銅纜市場將以25%的年複合增長率持續擴張，到2027年高速銅纜出貨量預計將達到2000萬條。
消費電子概念表現活躍，捷邦科技、田中精機、瀛通通訊、捷榮技術、德賽電池等掀升停潮。
國防軍工板塊活躍，北方長龍、鴻遠電子雙雙升停，智明達、中國船舶、華豐科技升超7%，中船防務、雷電微力、航亞科技升超6%。浙商證券研報指出，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。
貴金屬板塊普升，湖南黃金升6.78%，曉程科技、中金黃金、銀泰黃金升超3%。
汽車整車板塊走高，賽力斯一度逼近升停，收盤升7.85%，中通客車升超6%，北汽藍谷升超4%，金龍汽車、江淮汽車升超3%。
券商股午後跳水，東方財富跌6.88%，光大證券、首創證券、中信建投跌超3%，中金公司、國金證券、方正證券跟跌。
傳媒板塊領跌，榮信文化、旗天科技跌超7%，湖北廣電、廣西廣電、讀客文化等跟跌。
食品飲料板塊普跌，古井貢酒、捨得酒業、瀘州老窖、蘭州黃河跌超3%，今世緣、金種子酒、山西汾酒、酒鬼酒跌超2%。
展望後市，中信證券研究部首席策略分析師秦培景指出，過去3年壓制A股表現的三大敍事都將迎來重大拐點。一是經濟動能轉換，當前“先立後破”經濟新舊動能轉換成效初顯，高質量發展下企業將淡化規模，重視盈利，避免惡性競爭；二是資本市場生態，新“國九條”重新定位市場投融資功能，以投資者為本重塑市場生態，提高A股回報預期；三是關於中美戰略博弈，中美戰略博弈的天秤向中國傾斜，中國的戰略主動性逐漸增強，在全球事務中發揮更重要的作用。
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