A股收評：滬指升0.53%，工程機械板塊走強，地產板塊下挫
A股主要指數今日小幅上升，截至收盤，滬指升0.53%報3341點，深證成指升0.28%，創業板指升0.01%。全天成交1.55萬億元，較前一交易日增量658億元，全市場近2900股下跌，超2300股上升。
盤面上，工程機械板塊走強，柳工等多股升停；通信服務、6G概念走高，億通科技、本川智能等升停；人形機器人板塊反覆活躍，兆威機電等多股升停；北斗導航板塊拉昇，雲鼎科技等多股升停；算力概念、液冷概念及商業航天等升幅居前。另外，房地產服務板塊下挫，皇庭國際跌近6%；光伏設備板塊走低，德業股份領跌；醫療服務板塊走勢低迷，諾禾致源跌超6%；BC電池、鈦白粉及化肥等板塊跌幅居前。
具體來看：
工程機械板塊走強，鐵拓機械升超14%，永達股份、山推股份、柳工、廈門股份升停，同力股份、福事特等跟升。
消息上，政府工作報吿提出，積極擴大有效投資。緊扣國家發展戰略和民生需求，發揮好各類政府投資工具作用，加強財政與金融配合，加快實施一批重點項目，推動“十四五”規劃重大工程順利收官。
6G、算力概念股大升，本川智能20cm升停，創遠信科、隆盛科技升超13%，三維通信、興森科技10cm升停。
消息面上，政府工作報吿首次提出了6G等新詞，提出建立未來產業投入增長機制，培育生物製造、量子科技、具身智能、6G等未來產業。
人形機器人板塊繼續活躍，美力科技、福萊新材、兆威機電、智微智能等多股升停，祥明智能升超18%，恒工精密升超14%。
宇樹科技王興興表示，今年年底前，人形機器人會達到一個新量級，並將於明年應用於一些基礎服務業和工業領域。
商業航天概念走高，星圖測控升超23%，本川智能、龍溪股份、泰豪科技等多股升停，創遠信科、隆盛科技升超13%。
地產股下挫，中洲控股跌停，光大嘉寶跌超5%，信達地產、特發服務、金地集團等紛紛走低。
光伏設備股走低，德業股份跌超4%，中信博、陽光電源、天合光能跌超3%，雙良節能、帝科股份、晶澳科技跟跌。
展望後市，中金公司認為，結合當前宏觀背景，A股全年市場整體表現有望好於2013年；科技成長的結構性行情近期雖有波折但預計中短期（3—6個月）仍將延續，與整體指數的分化程度可能不會像2013年那樣顯著。主要超配行業：半導體、消費電子、基礎設施、電氣設備、高端機械；主要低配行業：油氣開採、水務及環保、電商、醫療服務、綜合。
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