A股收評：滬指微升0.09%，豬肉、貴金屬板塊逆市活躍，四大行齊創歷史新高
7月15日，A股主要指數今日繼續窄幅震盪。截至收盤，滬指升0.09%報2974點，深證成指跌0.59%，創業板指跌0.63%。兩市超4300只個股下跌，全天成交6022億元，較上日縮量848億元。
盤面上，國資雲概念下挫，太極股份跌停；電網設備板塊走低，長高電新跌超6%；房地產服務走弱，珠江股份等跌超6%；食品安全、醫療服務及互聯網服務等板塊跌幅居前。另外，豬肉、雞肉概念走高，羅牛山、湘佳股份雙雙升停；貴金屬板塊走強，曉程科技升近6%；銀行、煤炭及鐵路公路等板塊升幅居前。
具體來看：
豬肉板塊領升，羅牛山、湘佳股份雙雙升停，巨星農牧、正虹科技、龍大美食升超7%，温氏股份、天康生物升超5%，唐人神、牧原股份、新五豐等紛紛上升。消息面上，豬肉股二季度強勢扭虧，中金公司指出，行業從“資金競賽”迴歸“成本競爭”，大企業順勢成長為低成本、大體量的龍頭企業或凸顯稀缺性。
影視院線板塊走強，幸福藍海20cm升停，金逸影視10cm升停，歡瑞世紀升超5%，唐德影視升超4%，萬達電影升超3%，橫店影視、光線傳媒、上海電影、博納影業紛紛上升。消息面上，據燈塔專業版實時數據，截至7月14日22時，2024年暑期檔（6月1日-8月31日）總票房（含預售）突破42億元。
貴金屬板塊逆勢走高，玉龍股份升停，曉程科技升超5%，山東黃金、銀泰黃金升超3%，湖南黃金、赤峯黃金升超2%。消息面上，上週，COMEX黃金期貨主力合約累計上升0.68%至2416美元/盎司，滬金主連單週上升1.9%至568.54元/克。最新的Kitco黃金調查顯示，業內專家幾乎一致肯定未來一週黃金的看升前景，而散户對黃金近期前景的看法也堅定地處於樂觀區域。
銀行股表現活躍，工、農、中、建四大行股價齊創新高，郵儲銀行、北京銀行、上海銀行跟升。
煤炭板塊走高，兗礦能源升近6%，新集能源、山煤國際、淮北礦業升超3%，中國神華、晉控煤業、陝西煤業、平煤股份升超2%。
電網設備板塊走低，中國西電跌超7%，長高電新跌6.74%，森源電氣、揚電科技、杭電股份跟跌。
財税數字化板塊延續調整，太極股份跌停，税友股份、天璣科技、科創信息跌超8%，久其軟件跌超6%。
醫藥板塊走低，CRO、創新藥方向領跌，博濟醫藥跌7.4%，聖諾生物跌超5%，泓博醫藥、美迪西跌4%，凱萊英、陽光諾和、和元生物、博騰股份跟跌。
房地產板塊低迷，珠江股份跌超6%，世聯行、城投控股、榮豐控股跌超5%，中洲控股、城建發展跌超4%。
旅遊及酒店板塊普跌，西藏旅遊、西域旅遊跌超7%，嶺南控股跌超4%，長白山、大連聖亞、曲江文旅、九華旅遊跌超3%。
展望後市，中金公司指出，近期中報密集披露，預計二季度A股整體業績增速有望較一季度温和回升，全球定價的資源品、出口鏈和TMT板塊可能成為結構亮點。與蘋果產業鏈相關的消費電子、PCB和芯片設計相關的細分領域，經歷長週期調整後呈現盈利從底部加快復甦的跡象。汽車及零部件受益於出口，業績也實現較好增長，疊加自動駕駛主題的催化，成為市場的熱點。我們預計，中報所反映的景氣線索仍將是近期市場交易的重點。
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