A股收評：近4700股上升！深成指、創業板指均升超2%，地產、保險板塊爆發
地產傳聞引燃市場！A股主要指數今日放量大升，截至收盤，滬指升0.68%報2842點，深證成指升2.38%，創業板指升2.53%。近4700股上升，全天成交8766億元，較前一交易日放量2693億元。本週，滬指累跌0.43%，深證成指累跌2.04%，創業板指累跌2.17%。
盤面上，傳存量房貸可轉按揭，房地產股全線大升，金地集團升停；保險板塊走高，天茂集團、新華保險雙雙升停；遊戲板塊活躍，凱撒文化升停；消費電子板塊現升停潮，英唐指控、領益智造等近十股升停；短劇概念、光刻機（膠）及AI眼鏡等板塊升幅居前。另外，銀行板塊逆市走低，交通銀行跌近6%；貴金屬板塊下挫，中金黃金跌超6%；肝素、光伏高速公路等板塊小幅走低。
具體來看
消費電子大升，智新電子、智動力、勝利精密、奮達科技、深科技、領益智造等7股升停，歌爾股份升超8%。
消息面上，消費電子近期利好催化不斷。一方面是海思技術有限公司宣佈，將於9月9日在深圳舉行首屆2024海思全聯接大會，本次大會以“以創新啟未來”為主題，帶動華為海思概念繼續走強。另一方面，蘋果發佈會定檔北京時間9月10日凌晨，蘋果智能（Apple Intelligence）將應用於iPhone 16中。
保險股走強，天茂集團、新華保險逼近升停，中國太保升超6%，中國平安、中國人保均升超3%。
消息面上，截至昨日晚間，A股五大上市險企2024年半年報全部披露完畢。整體來看，五大險企上半年共實現歸屬於母公司淨利潤1717.99億元，同比增長12.55%。
房地產板塊走高，特發服務、金地集團、天地源升停，萬科A、濱江集團升超8%，中交地產、新城控股等紛紛跟升。
消息面上，彭博引述知情人士稱，中國正考慮進一步下調存量房貸利率，允許存量房貸尋求轉按揭，以降低居民債務負擔、提振消費。
知情人士表示，根據相關方案，存量按揭客户可以與銀行重新協商房貸利率，而不用等到1月(通常的利率調整時間)。此外，他們也可以將現有按揭貸款直接轉入其他銀行，並按照最新利率簽訂合同，這將成為全球金融危機以來中國首次允許這種被稱為“轉按揭”的操作。
遊戲股活躍，星輝娛樂、凱撒文化升停，中青寶升超11%，盛天網絡、冰川網絡等跟升。
銀行股繼續回調，交通銀行跌超5%，建設銀行、滬農銀行、農業銀行跌超4%，工商銀行、中信銀行、郵儲銀行跌超3%。
貴金屬股走低，中金黃金跌超6%，山東國際跌超5%，赤峯黃金、山東黃金跌超2%。
展望後市，中信建投研報指出，9月無論是基本面，還是流動性均已出現邊際改善信號：半年報落地；9月美聯儲降息進一步明確，Jackson Hole全球央行會議上鮑威爾表態稱貨幣政策調整時機已至；國內逆週期政策有望加強疊加金九銀十旺季。但經濟復甦進度恐較為緩慢，維持防禦性板塊+高景氣（受益於國內外降息）的配置，比例可根據宏觀變化情況調整。
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