A股收評：滬指跌逾1%，近3100股下跌，細胞免疫治療概念逆勢大升
中國8月CPI、PPI均低於預期，A股三大指數今日跳空低開後震盪走低，尾盤收窄跌幅創業板指翻紅；截至收盤，滬指跌1.06%報2765點創2月6日以來新低，深證成指跌0.83%，創業板指升0.06%。近3100股下跌，全天成交5186億元，較前一交易日縮量240億元。
盤面上，醫療領域開展擴大開放試點工作，細胞免疫治療、醫療服務等板塊走高，南華生物、冠昊生物等多股升停；輔助生殖板塊走高，中源協和升停；商業百貨板塊拉昇，上海九百等多股升停；CRO、多元金融及旅遊酒店等板塊升幅居前。另外，貴金屬板塊下挫，曉程科技領跌；鐵路公路板塊走低，錦江在線跌停；汽車整車板塊走弱，金龍汽車跌停；煤炭、鈦白粉及華為昇騰等板塊跌幅居前。
具體來看：
網約車概念跌幅居前，立方股份跌超12%，錦江在線、大眾交通跌停，江西長運、飛力達等跟跌。
貴金屬走低，*ST中潤、曉程科技跌超5%，山東黃金、赤峯黃金、四川黃金等跟跌。
國投安信期貨表示，週五美國公佈關鍵非農數據，新增就業和失業率均好於前值，不過新增人數不及預期，數據發佈後市場交易9月降息50個基點概率下降。短期預期充分情況下降息利好邊際轉弱，本月降息幅度仍存爭論，貴金屬存在一定調整壓力，暫時觀望等待再佈局機會。
銀行股單邊下挫，北京銀行、招商銀行、齊魯銀行跌超3%，民生銀行、寧波銀行等跟跌。
細胞免疫治療、醫療服務、民營醫院概念逆勢大升，盈康生命、海南海藥、濟民健康、南京新百、國際醫學等多股升停。
消息面上，商務部等三部門日前發佈關於在醫療領域開展擴大開放試點工作的通知，擬允許在北京、天津、上海、南京、蘇州、福州、廣州、深圳和海南全島設立外商獨資醫院(中醫類除外，不含併購公立醫院)。
旅遊酒店股走高，西域旅遊升超15%，西安旅遊升超6%，祥源文旅升超5%，南京旅遊、西藏旅遊等跟升。
據飛豬9月4日發佈的《2024中秋假期出遊風向標》，截至目前，國內酒店、租車、門票等預訂量較2019年同期均錄得雙位數以上增長；和端午假期相比，中秋假期的整體預訂量也明顯更大。此外，在“請3休8”帶動下，中秋假期出境遊的需求也顯著強於端午假期，在自由行方式的推動下，境外當地玩樂服務預訂量穩健增長，截至目前比端午假期增長30%。
國企**概念表現活躍，哈焊華通、陽普醫療、華映科技、華升股份、銀寶山新等多股升停。
消息面上，近期央國企**不斷加碼，多家國企上市週末發佈公吿，其中鹽湖股份公吿稱，控股股東簽署合作總協議，公司控制權擬變更。
展望後市，中信建投證券首席策略官陳果最新觀點認為，近期盈利預期下修，投資者情緒低迷，但綜合看，市場已具備底部條件。近期市場位置與現象呈現底部區域特徵，但聯儲降息及國內政策發力都將改善估值與盈利預期，加之基數效應四季度基本面同比數據也有望呈現向上趨勢。投資者後續宜伺機佈局。可考慮沿設備更新與消費品以舊換新新線索下的景氣現實改善、中報具備韌性的內需強相關板塊後續景氣彈性、預期見底具備自身產業邏輯的成長方向的估值修復三條線索底部佈局。重點關注：家電、汽車、非銀、軍工、鋰電池、電子、醫藥等。
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