A股收評：三大指數探底回升集體飄紅，摺疊屏、高壓快充板塊走強
A股主要指數今日早盤震盪走低，滬指、深成指雙雙創調整新低，但臨近尾盤拉昇，三大指數悉數翻紅；截至收盤，滬指升0.28%報2744點，深證成指升0.13%，創業板指升0.06%。超3300股上升，全天成交5276億元，較前一交易日增量90億元。
盤面上，華為三摺疊手機預約人數已超300萬，摺疊屏概念午後拉昇，日久光電升停；F5G概念走高，劍橋科技升停；發改委通知指出加強智能有序充電應用推廣，高壓快充板塊活躍，金冠股份20cm升停；國資雲概念、遠程辦公及另外鴻蒙概念等升幅居前。另外，旅遊酒店板塊下挫，祥源文旅跌停；美眾院通過《生物安全法案》，醫藥商業、CRO板塊走低，藥明康德領跌；中藥板塊走弱，華潤三九跌近9%；化肥、免疫治療及糧食概念等跌幅居前。
具體來看：
華為概念大升，常山北明升停，久遠銀海、拓維信息升超7%，科藍軟件、彩訊股份、軟通動力跟升。
消息面上，華為今日下午召開見非凡品牌盛典及鴻蒙智行新品發佈會，從三摺疊屏手機到nova13系列新機，再到全新的智能SUV問界M9五座版均有望亮相。
高壓快充概念走強，金冠股份、動力源、奧特迅、和科達多股升停，英可瑞、欣鋭科技等跟升。
消息面上，國家發改委發佈關於推動車網互動規模化應用試點工作的通知，通知指出加強智能有序充電應用推廣。制定完善充換電設施智能化相關技術要求，推動智能有序充電樁建設、替代或改造。
互聯網電商概念走高，跨境通4連板，星徽股份升超6%，獅頭股份、南極電商、若羽臣等跟升。
銀行板塊回暖，滬農商行升超3%，中國銀行、建設銀行升超2%，農業銀行、工商銀行等跟升。
醫藥商業、CRO板塊走低，老百姓跌停，漱玉平民跌超9%，人民同泰、華人健康等跟跌。
消息面上，美國眾議院當地時間9月9日宣佈，以306票對81票通過了H.R.8333號法案，即《生物安全法案》（The Biosecure Act）。該法案以“國家安全”為由，限制美國聯邦機構與外國生物技術公司展開業務往來，並點名了5家中國公司。
旅遊及酒店股普跌，祥源文旅跌停，君亭酒店跌超5%，西域旅遊、天目湖、長白山等跟跌。
券商股走低，國海證券跌超6%，天風證券、長江證券、首創證券跌逾2%，紅塔證券、國聯證券等紛紛走低。
私募認為，當前券商板塊處於底部位置，隨着提振資本市場各項舉措落地見效、券商併購對基本面產生積極影響，市場週期性回升，券商股具備投資價值，保持跟蹤，考慮擇時佈局。
個股異動
老百姓盤初閃崩跌停，收報17.74元，該股此前連續多日升停，自8月30日以來，收穫7天6板。據老百姓此前公吿，公司實際控制人之一謝子龍處於留置、立案調查狀態。
展望後市， 中信證券表示，外部信號將在未來兩週將進入關鍵窗口，美元降息、美國大選和美股走勢都將趨於明朗，而內部信號仍需觀察，預計8月國內宏觀數據依然偏弱，內需提振仍待落地政策起效和增量政策加碼，外部信號趨於明朗後，市場流動性和極度悲觀的情緒有望企穩，市場風格也將趨於平衡。建議繼續底倉紅利，增配出海。紅利低波類資產繼續關注自由現金回報率穩定的水電、核電，保費穩定增長的財險。
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