A股收評：滬指跌0.52%報2886點，貴金屬板塊大跌，光伏設備逆市走強
A股主要指數今日震盪走弱，截至收盤，滬指跌0.52%報2886點，深證成指跌0.22%，創業板指跌0.39%。超3400股上升，全天成交5886億元較昨日縮量386億元。
盤面上，上半年我國光伏新增裝機規模同比增30.7%，光伏設備板塊走強，歐晶科技等多股升停；鐵路公路板塊走高，申通地鐵升停；風電設備板塊持續活躍，雙一科技20cm升停；汽車整車、發電機概念及券商概念等升幅居前。另外，黃金跌破2400美元/盎司，貴金屬板塊大跌，紫金礦業等多股跌超6%；銅纜高速連接板塊下挫，神宇股份跌超8%；船舶製造板塊走低，中國船舶領跌；DRG/DIP概念、汽車芯片及AIPC等板塊跌幅居前。
具體來看：
貴金屬板塊大跌，曉程科技跌超8%，湖南黃金、玉龍股份、中金黃金跌超6%，湖南白銀、山東黃金等跟跌。
據世界黃金協會的最新報吿，距離美國人投票選舉新總統還有不到四個月的時間，地緣政治的不確定性正在加劇，這將繼續支持黃金的避險需求。到目前為止，特朗普在許多民調中繼續領先；然而，政治分析人士表示，由於哈里斯似乎正在為她的政黨注入活力，這種勢頭在未來三個月很容易發生變化。
銅纜高速連接板塊下挫，神宇股份、創益通跌超8%，勝藍股份跌超6%，華豐科技、維峯電子等跟跌。
光伏設備板塊走強，昱能科技升超14%，禾邁股份升超11%，福萊特、歐晶科技、福斯特升停，安彩高科、清源股份等跟升。
消息面上，2024年我國光伏電站開發勢頭強勁，據國家能源局發佈1-6月份全國電力工業統計數據，上半年光伏新增裝機102.48GW，同比增長234%，市場高度景氣的背景下，央國企設備集採、框招也更為積極。
無人駕駛概念大升，立方控股、海馬汽車、錦江在線、富臨運業、大眾交通5股升停，電聲股份升超8%，海汽集團、南京公用等升幅居前。
消息面上，近期，多家相關企業獲得政策支持和資本注入，無人駕駛出租車（Robotaxi）等商業化應用也逐步落地。具體來看，賽可智能、小馬易行、百度智行、安途智能等企業獲得上海市無駕駛人智能網聯汽車示範應用許可，共計20輛無人駕駛出租車獲批示範應用。
券商股持續走高，錦龍股份、國盛金控升停，天風證券升超5%，湘財股份、國信證券等升幅居前。
個股異動
片仔癀今日跳空下跌，截至收盤跌7.59%至207元。消息面上，片仔癀24日晚間發佈業績快報，公司2024年半年度營業收入56.5億元，同比增長11.99%；歸屬於上市公司股東的淨利潤17.2億元，同比增長11.61%。若單計2季度，營業收入為24.79億元，同比增幅僅2.61%；歸母淨利潤為7.45億元，同比下降3.37%。二季度業績同比下滑，且上半年淨利潤增速僅11.61%，這讓業內預期今年全年片仔癀業績增速或弱於市場此前預期。
展望後市，海通證券表示，就本輪行情而言，4月以來市場結構上賺錢效應就已分化，5月中旬後各指數走勢已逐漸轉向蓄勢休整。近期市場情緒降温也較為明顯，可見當前市場已步入了基本面驗證的蓄勢階段。隨着下半年影響市場的三大因素風險偏好、資金面以及基本面出現積極變化，A股有望走出休整，市場中樞或上台階。
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