A股收評：滬指跌0.92%，半導體股全線下挫，CRO概念逆市大升
8月2 日，亞太股市集體大崩盤，A股主要指數低開低走，午後深成指、創業板指均跌逾1%；截至收盤，滬指跌0.92%報2905點，深證成指跌1.38%，創業板指跌1.66%。超4100股下跌，全天成交7224億元，較前一日縮量599億元。
盤面上，減肥藥、創新藥板塊走強，貴金屬板塊拉昇，肉概念、輔助生殖及阿茲海默等板塊升幅居前。半導體板塊全線下挫，AI芯片、汽車芯片及存儲芯片等方向領跌，PCB概念、英偉達概念走弱，AI手機、CPO概念及消費電子等板塊跌幅居前。
具體來看：
CRO、創新藥概念股大升，睿智醫藥、舒泰神、香雪製藥、河化股份、雙成藥業等多股升停。消息面上，國家藥監局同意在北京上海開展優化創新藥臨牀試驗審評審批試點。
貴金屬概念升幅居前，曉程科技升超7%，玉龍股份升超5%，山東黃金、西部黃金跟升。消息面上，紐約黃金期貨盤中再創歷史新高。工銀瑞信基金認為，認為9月降息的可能性較大，且考慮到美國經濟下行態勢的延續、通脹壓力的放緩以及就業壓力的持續體現，9月可能是聯儲降息的較好窗口期。但在本輪通脹中樞抬升的背景下，降息斜率可能偏緩，降息幅度也可能偏小。後續可關注將在週五公佈的非農就業數據，此外鮑威爾將在8月傑克遜霍爾全球央行年會上發言，屆時或將對降息給出更加明確的信號。
地產股衝高回落，深物業A升停，大名城升超2%，深物業B升超5%。消息面上，根據深房中協統計，2024年7月深圳全市二手房錄得5381套，環比增長1.4%，同比增長79.4%，創下2021年2月以來的新高。
消費電子概念大跌，協創數據跌超9%，綠聯科技跌超7%，工業富聯、智新電子跌超6%。蘋果財報顯示，除大中華地區外，蘋果在其他市場的營收同比均有增長。報吿期內，蘋果在大中華地區的營收同比下降6.5%至147.3億美元，已連續多季度下滑。
芯片、半導體股全線下挫，航宇微跌超9%，源傑科技跌超7%，華峯測控、匯成股份等跟跌。消息面上，英特爾第二財季業績不及預期，營收128.3億美元，低於分析師預期的129.5億美元；調整後每股收益0.02美元，分析師預期0.10美元；經調整毛利率38.7%，分析師預期43.6%。
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