A股收評：三大指數小幅上漲，AI硬件大爆發，農化、稀土大跌
今日，A股主要指數小幅上漲，截至收盤，滬指漲0.04%報3388點，深證成指漲0.24%，創業板指漲0.23%。
全天成交1.22萬億元，較前一交易日縮量154億元，全市場近3500股下跌。
盤面上，PCB、電子元件板塊走高，滬電股份等多股漲停；存儲芯片板塊拉昇，科翔股份20%漲停；CPO概念走強，中京電子漲停；AIPC、消費電子、光通信模塊、3D攝像頭等板塊漲幅居前。
另外，盲盒經濟板塊下挫，元隆雅圖跌逾8%；農藥獸藥板塊走低，蘇利股份跌停；稀土永磁板塊回落，寧波韻升跌停；腦機接口板塊回調，誠益通領跌；CRO、小金屬及乳業等板塊跌幅居前。
具體來看：
PCB、CPO板塊漲幅居前，逸豪新材、科翔股份、則成電子20CM漲停，聯特科技、生益電子漲超16%，大族數控漲超13%，中富電路漲超11%，諾德股份、大爲股份、中京電子、滬電股份漲停，源傑科技漲超9%，威爾高、深南電路漲超7%，強達電路、弘信電子、一博科技漲超6%，勝宏科技漲超5%，中際旭創、新易盛漲超4%。
軍工裝備板塊大漲，北方長龍20CM漲停，捷強裝備漲超16%，晨曦航空漲超13%，長城軍工漲停，佳力奇漲超9%，內蒙一機、光電股份漲超5%，國科軍工、中航成飛漲超4%。
AI眼鏡板塊走強，清越科技20CM漲停，則成電子漲超19%，中京電子、比依股份漲停，惠倫晶體、華燦光電漲超6%，天邑股份漲超5%。
稀土板塊連續下跌，奔朗新材跌超14%，中科磁業跌超12%，寧波韻升、北礦科技、華陽新材跌停，科恆股份、九菱科技、西磁科技、大地熊跌超8%，廣晟有色跌超5%。
農化製品板塊大跌居前，廣康生化、蘇利股份、聯化科技跌停，美邦股份、泰禾股份跌超6%，紅太陽跌超5%，藍豐生化、先達股份等跌超4%。
腦機接口板塊回調，誠益通跌近6%，巖山科技、愛朋醫療、三博腦科跌超4%，樂普醫療、狄耐克、倍益康跌超3%。
展望未來，中信建投認爲，下半年，在弱美元趨勢、資本市場政策支持和流動性環境整體性改善的推動下，A股市場震盪中樞有望逐漸上移，蓄勢待起。市場向上的關鍵在於：財政發力、中美降息、通縮改善、新興產業發展。配置上建議繼續以紅利資產作爲核心底倉品種，積極參與以“新機智藥”行業重點關注：創新藥、服務消費（美容、寵物、零售、社服）、AI（AI Agent、AI應用）、人形機器人、銀行、非銀、交運、公用事業、有色金屬等。
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