A股收評：市場近4900股下跌，成交額連續2日低於6000億，消費股集體大回調
今日，A股主要指數持續走弱，深成指、創業板指3連跌。滬指跌0.83%報2957點，深證成指跌0.99%，創業板指跌0.78%。
市場近4900股下跌，全天成交額5831億元，連續兩日低於6000億元。
盤面上，房地產服務板塊大跌，全新好跌停；退税商店板塊走低，百聯股份跌超7%；旅遊酒店板下挫，君亭酒店跌超8%；教育板塊走弱，昂立教育等多股跌超6%；乳業股、新型城鎮化及醫療服務等板塊跌幅居前。貴金屬、人形機器人等少數幾個板塊小幅上升。
具體來看：
免税、零售、跨境電商、社區團購板塊下挫，全新好跌停，跨境通、百聯股份跌超7%，麗尚國潮、上海九百、獅頭股份跌超6%，麗人麗粧、賽維時代、中百集團跌超5%，中國中免等跌超4%。
旅遊酒店股大跌，君亭酒店跌超8%，南京商旅跌超7%，西藏旅遊、天目湖跌超6%，曲江文旅、華天酒店跌超5%，西安飲食、大連聖亞、長白山跌超4%。
教育股跌幅居前，中公教育跌超7%，昂立教育、創業黑馬跌超6%，博通股份、全通教育、傳智教育跌超5%，豆神教育、凱文教育、國新文化跌超4%。
地產股、物業股走弱，榮豐控股跌停，陽光股份、華夏幸福、財信發展、特發服務、格力地產、華聯控股跌超6%，津投城開、南國置業、京能置業等跌超5%。
財税數字化板塊繼續走低，迪普科技、税友股份跌超8%，中科江南、永信至誠跌超7%，賽意信息、創業黑馬、光庭信息跌超6%。
人形機器人板塊逆勢上升，恒工精密20CM升停，雷賽智能、世運電路升停，萬達軸承升超8%，盛通股份升超7%，瑞迪智驅升超6%，貝斯特升超5%，鼎智科技升超3%。
低價股逆勢活躍，廣匯汽車7天4板，東方集團、東易日盛均3連板，遠大智能、大連友誼等升停。
貴金屬板塊高開低走，山東黃金升超2%，銀泰黃金、中金黃金升超1%。
個股層面，交通銀行升1.97%，最高報7.8元，股價再創新高，市值高達5770億元。
康美藥業復牌一字板封升停，報2.12元，總市值293.9億元。消息上，公司今日起復牌並撤銷其他風險警示，正式結束長達5年的“戴帽”生涯。2023年，康美藥業實現歸母淨利潤1.03億元，同比大增103.81%。
展望未來，中信證券認為，當前市場已基本完成了預期修正導致的調整，市場優勝劣汰的趨勢繼續延續。展望三季度，政策信號、價格信號和外部信號有望陸續明朗，預計市場流動性在三中全會後明顯改善，投資者逐步從PEG框架轉向自由現金流框架，資金向各行業龍頭聚集，三季度在三大信號明確後，市場拐點將出現，當前配置上延續紅利低波，拐點出現後逐步轉向績優成長。
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