A股收評：滬指六連漲！互聯網電商概念走強，芯片股下挫
4月15日，A股主要指數震盪走弱，滬指尾盤翻紅。
滬指收漲0.15%報3267點，爲連續第六個交易日上漲，深證成指跌0.27%，創業板指跌0.13%。
全天成交1.11萬億元，較前一交易日縮量2024億元，全市場超2800股下跌，超2400股上漲。
盤面上，美容護理、化妝品概念走強，互聯網電商上漲，谷子經濟、盲盒經濟板塊活躍，紡織服裝、銀行板塊走高，遊戲、電池、ST股及食品飲料等板塊漲幅居前。免稅概念下挫，轉基因板塊走低，消費電子、航運港口、超導概念、海南及商業百貨等板塊跌幅居前。
具體來看：
化妝品概念走強，拉芳家化漲超9%，芭薇股份漲超8%，敷爾佳、丸美生物漲超6%，貝泰妮漲超4%。
互聯網電商概念股上漲，三態股份漲停，鑫徽股份漲超7%，青木科技漲超6%，焦點科技漲超2%。消息面上，近期關稅相關的風波，爲跨境電商及轉口貿易企業帶來成本優化預期；同日上海發佈政策，提出“爲跨境電商企業降本增能”，進一步推動行業增長信心。同時，《“十四五”電子商務發展規劃》相關內容被強化提及，政策支持電商拓展新興領域並提升網絡零售滲透率。
電池股走強，金銀河大漲超9%，瑞泰新材漲超6%，廈鎢新能漲超5%，先導智能漲超3%，寧德時代收漲1.85%。消息面上，寧德時代日前公佈了2025年第一季度財報，實現營業收入847.05億元，同比增長6.18%；歸屬於上市公司股東的淨利潤達139.63億元，同比大增32.85%，創歷史同期新高。
遊戲股漲幅居前，星輝娛樂、姚記科技漲超4%，迅遊科技、遊族網絡、湯姆貓、三七互娛漲超2%。
港口航運股跌幅居前，連雲港、北部灣港跌停，寧波海運、國航遠洋跌超6%，鳳凰航運、海峽股份跌超5%。
消費電子概念股下挫，朝陽科技跌停，威貿電子跌超7%，立訊精密跌超4%。消息面上，日前，特朗普聲稱部分關稅豁免只是暫時的，涉及智能手機、計算機、芯片製造設備等電子產品只是被轉移到另一個關稅類別。
半導體股下跌，中晶科技、盛景微、中科飛測、安路科技跌超4%，復旦微電跌超3%。消息面上，美國商務部啓動對芯片與藥品進口調查。據悉，此次調查將涵蓋所有半導體的進口，以及用於製造這些半導體的設備，還包括含有這些部件的電子產品。
展望後市，高盛認爲“自力更生是最佳防禦”，這意味着需要聚焦國內經濟，通過以下方式減輕外部壓力：
第一，實施強有力的財政政策、放鬆行業管制並推進結構性改革，促進內外需再平衡，刺激國內消費；第二，實現進出口市場向非美國市場的多元化；第三，在國家隊、南下投資者和企業(回購)的支持下，加速資金來源向國內資本的轉變。
高盛繼續堅持A股優於H股的觀點，看好的主題投資方向包括國內刺激政策受益股和“迴歸”的美國存託憑證(ADR)。
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