A股收評：滬指跌0.51%，半導體股逆市上揚，券商、白酒股回調
11月8日，A股主要指數高開後震盪走低。截至收盤，滬指跌0.51%報3452點，深證成指跌0.66%，創業板指跌1.24%。全天成交2.68萬億元，較前一交易日放量1764億元，全市場超3000股下跌。
盤面上，半導體板塊集體活躍，中科飛測等近十股升停，中芯國際盤中刷新高；軍工、北斗導航、複合集流體板塊走強，BC電池、6G概念及華為歐拉等板塊升幅居前。另外，房地產板塊下挫，證券、券商概念回調，水泥建材、遊戲及雲南等板塊跌幅居前。
具體來看：
軍工、航空裝備概念股大升，中國衞通、利君股份、中航沈飛等升停。消息面上，珠海航展將於今年11月12日至17日在珠海國際航展中心舉行，一大批新技術、新成果的“全球首發、中國首展”將亮相，或能產生一眾各軍種各類型的外貿訂單。今日，中國新型隱形戰機殲-35A出現在珠海金灣機場上空，並進行了首次場地適應性訓練。
半導體、芯片股，消息面上，中芯國際、華虹公司披露三季報。中芯國際第三季度實現營收156.09億元，同比增長32.5%，環比增長14%，創單季歷史新高。華虹公司第三季度營收同比下降8.24%至37.70億元，第三季度淨利潤同比增長226.62%至3.13億元。
消費電子概念股升幅居前，捷榮技術、奮達科技、朝陽科技、可川科技等升停。消息面上，11月8日，華為常務董事、終端BG董事長、智能汽車解決方案BU董事長餘承東在微博平台表示，鴻蒙智行智界新S7將與史上最強大的Mate一同發佈。
房地產概念股跌幅居前，特發服務、世聯行跌超9%，我愛我家跌超7%。
券商股回落，第一創業跌超8%，東方財富跌超5%，中信建投、中原證券、東興證券等跌超4%。不過開源證券研報指出，10月以來市場成交額保持高位，疊加低基數，預計券商單四季度業績同比增速明顯強於三季度，從業務彈性來看，權益自營隨着市場上升率先反應，持續較高的交易量將驅動經紀業務高增，伴隨股市向好，大財富管理業務景氣度有望回升，券商ROE或持續回升，基本面向好。
白酒股下跌，巖石股份、皇台酒業、金種子酒跌超5%，五糧液跌超3%，貴州茅台跌超2%。國聯證券指出，酒類2024Q3基本面仍在磨底，短期回款仍有壓力，商務需求仍承壓，大眾需求穩健。隨着宏觀政策陸續出台，可陸續改善對白酒板塊中期維度的悲觀預期，短期業績影響有望淡化。長期維度看，白酒行業驅動由需求端逐步向供給端傾斜，集中度仍有較大提升空間。
水泥股走低，天山股份跌超5%，華新水泥、四川金頂、海南瑞澤等跌超4%。申銀萬國研報稱，建材行業2024Q3整體收入端仍然承壓，利潤降幅顯著收窄。其中，水泥行業盈利觸底修復，碳交易、超產問題逐步解決，格局有望優化；玻纖週期拐點初現，供需格局改善，成長性逐步顯現；玻璃受制於地產竣工回落，單季度行業整體虧損，關注冷修減少供給；裝修建材方面，地產竣工壓力帶來負反饋，單季度現金流改善。
展望後市，銀河證券指出，隨着一攬子增量政策落地實施，四季度經濟有望延續向上趨勢。當前A股市場估值處於歷史中等水平。國內宏觀經濟呈現回升向好趨勢，投資者預期隨之改善，A股有望震盪上行。
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