A股收評：退潮！創業板指跌3.4%，超4800股下跌，芯片、AI硬件下跌
今日，A股主要指數低開低走，午後進一步下挫。
截至收盤，滬指跌1.73%報3379點，深證成指跌2.83%，創業板指跌3.4%。
全天成交1.84萬億元，較前一交易日縮量1707億元，全市場超4800股下跌。
盤面上，芯片股集體調整，海立股份跌停；CPO概念股震盪走低，天孚通信等多股跌超5%。
另外，部分ST股走高，ST旭藍等近30股升停；保險、銀行等少數幾個板塊上升。
具體來看：
能源金屬板塊領跌，永杉鋰業跌停，天齊鋰業、贛鋒鋰業、永興材料跌超6%，融捷股份、盛新鋰能跌超5%，華友鈷業跌超4%，中礦資源跌超3%，西藏礦業跌超1%。
光刻機板塊大跌，海立股份跌停，張江高科跌超8%，國林科技跌超7%，炬光科技、晶方科技跌超6%，藍英裝備、久日新材跌超5%，賽微電子、中瓷電子跌超4%。
拼多多概念股走弱，美登科技跌超13%，值得買跌超12%，線上線下、易點天下跌超9%，返利科技跌超8%，跨境通、光雲科技跌超6%，麗人麗粧、宣亞國際跌超4%。
銅纜高速連接、CPO板塊下跌，通宇通訊跌超7%，華豐科技、太辰光跌超6%，神宇股份、鼎通科技、精達股份、露笑科技跌超5%，沃爾核材、得潤電子、金信諾跌超4%。
上海自貿區板塊回調，上海凱鑫跌超15%，申達股份、海立股份跌停，透景生命跌超9%，張江高科、燦芯股份跌超8%，上海雅仕跌超7%。
CPO繼續回調，科瑞技術跌停，羅博特科、弘信電子跌超7%，太辰光、萬通發展、騰景科技、天孚通信跌超6%，劍橋科技跌超5%。
醫療服務板塊下跌，創新醫療跌超9%，光正眼科跌超8%，成都先導、蘭衞醫學跌超6%，國際醫學、百花醫藥跌超5%，美迪西、愛爾眼科、迪安診斷跌超4%。
稀土板塊高開低走，銀河磁體、英洛華跌停，九菱科技、金力永磁、中國稀土、中科磁業跌超7%，正海磁材、大地熊跌超6%。
展望未來，民生證券指出，由於股市被認為是經濟的晴雨表，市場投資者在決策層的“善意下”，默認温度計必須上升，卻很少有人願意真正思考環境温度本身的變化。沒有人關心牛市背後是否有“中國故事”，都在聚焦於因為有牛市，所以何種行業會上升。機構投資者面對的是“牛市記憶”下的宏觀主流敍事與微觀資產基本面的背離，導致無法形成合力，這又為“遊資”風格形成了温牀。對於真正關注温度與“中國故事”的投資者，過去無疑是痛苦的，但是應該相信這正是未來超額收益的來源。12月前，或許這一特徵只能處於慢慢變冷的過程中，但是基本面現實的迴歸或許已經在途。
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