A股收評：滬指升0.35%，超3500股上升，穩定幣、風電、遊戲大升居前
今日，A股主要指數小幅走高，滬指升0.35%報3388點，深證成指升0.41%，創業板指升0.66%。
全天成交1.24萬億元，較前一交易日縮量2604億元，全市場超3500股上升。
盤面上，穩定幣、數字貨幣板塊爆發，天陽科技、海聯金匯等多股升停；風電設備板塊走高，運達股份20%升停；螞蟻金服概念午後走強，恒生電子升停；遊戲板塊普升，星輝娛樂升超14%；拼多多概念、油氣板塊及盲盒經濟等升幅居前。
另外，貴金屬、黃金板塊震盪下行，曉程科技領跌；航天航空板塊走低，縱橫股份等多股跌逾3%；中藥板塊走弱，康惠製藥跌停；航運港口、雞肉概念及汽車整車等板塊跌幅居前。
具體來看：
穩定幣相關概念表現活躍，天陽科技、四方精創、朗新集團20CM升停，華信永道升超19%，拉卡拉升超15%，飛天誠信升超11%，金時科技、海聯金匯、恒生電子、新炬網絡、協鑫能科升停，新國都、法本信息升超8%。
風電設備板塊升幅居前，運達股份20CM升停，金雷股份升超8%，新強聯升超7%，明陽智能升超6%，海力風電、中環海陸、金風科技、天能重工升超5%，天順風能升超4%。
遊戲股連續走強，星輝娛樂升超14%，巨人網絡升超7%，電魂網絡升超6%，盛天網絡升超5%，掌趣科技、冰川網絡升超4%。
油氣股大升，通源石油、科力股份20CM升停，淮油股份、貝肯能源、洲際油氣2連板，中曼石油升超4%。
影視股走強，光線傳媒20CM升停，博納影業升超6%，華誼兄弟升超5%，歡瑞世紀升超4%，北京文化、萬達電影升超3%。
貴金屬板塊領跌，曉程科技、恒邦股份跌超4%，四川黃金、中潤資源、赤峯黃金跌超3%，湖南黃金、山東黃金跌超2%。
汽車股下跌，長城汽車跌超2%，長安汽車、中國重汽、曙光股份、廣汽集團、宇通客車跌超1%。
中藥股連續下跌，康惠製藥跌停，奇正藏藥跌超3%，珍寶島、恩威醫藥跌超2%，東阿阿膠、江中藥業、雲南白藥跌超1%。
展望未來，中信證券認為，在6-8月的半年報季，更加註重回歸產業趨勢的投資邏輯，避免頻繁對宏觀信息做出過度的反應或交易，同時警惕微盤風格的波動。A股建議關注算力供應鏈（AI服務器、PCB、ASIC芯片、光模塊、交換機、算力租賃等）值得重點關注；應用環節需要持續跟蹤觀察，其中字節生態鏈公司，以及綁定品牌客户成長的零部件及模組公司，品類方面建議關注AI眼鏡、AI玩具等產品。
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