A股收評：三大指數小幅回調，軍工、銀行股走強
繼此前三連漲，A股三大指數今日小幅回調，截至收盤，滬指跌0.22%報3448點，深證成指跌0.48%，創業板指跌0.66%。全天成交1.62萬億元，較前一交易日縮量163億元，全市場超3600股下跌。
盤面上，軍工、船舶製造板塊走高，萬里馬、中光防雷及國瑞科技等多股漲停；數字貨幣板塊午後爆發，信安世紀、楚天龍等多股漲停；跨境支付板塊走強，京北方等多股漲停；大金融板塊延續強勢，國盛金控、瑞達期貨等漲停；銀行股走強，工商銀行等多股創新高；海工裝備、旅遊酒店及職業教育等板塊漲幅居前。另外，CRO板塊走低，藥明康德領跌；腦機接口板塊下挫，泰和科技跌超14%；化學制藥板塊走弱，悅康藥業跌超9%；半導體、創新藥及共享經濟等板塊跌幅居前。
具體來看：
券商股回調，國泰海通跌超4%，東方財富跌超3%，國信證券、信達證券、興業證券、中信證券等跟跌。
創新藥概念走低，榮昌生物跌超18%，悅康藥業跌超9%，昂利康、海辰藥業、華海藥業、奧賽康等跟跌。
消息面上，榮昌生物宣佈與美國Vor Bio達成一項總潛在價值高達41.05億美元的泰它西普海外授權合作協議。有業內人士指出，從今天榮昌生物股價的反應來看，市場並不滿意此次核心產品授權出海的結果，或者說與預期有一定的差距。
腦機接口概念表現弱勢，倍益康跌超5%，榮泰健康、倍輕鬆、創新醫療跌超4%，三博腦科、漢威科技等跟跌。
軍工板塊再掀漲停潮，中科海訊、國瑞科技20cm漲停，北方導航、建設工業、長城軍工10cm漲停，北方長龍漲超8%。
消息面上，9月3日將舉行閱兵，參閱的所有裝備均爲國產現役主戰裝備，在展示新一代傳統武器裝備的基礎上，也安排部分無人智能、水下作戰、網電攻防、高超聲速等新型作戰力量參閱。
銀行股繼續強勢，工農中建交五大行再創歷史新高。蘇州銀行漲超5%，青島銀行漲超4%，重慶銀行、平安銀行、江蘇銀行等跟漲。
固態電池概念股繼續大漲，派特爾30cm漲停，中崙新材20CM漲停，德福科技漲超12%，東方鋯業、普路通、華鋒股份等多股10cm漲停。
消息面上，美股固態電池QuantumScape上漲30.95%，公司宣佈，其下一代固態鋰金屬電池技術取得突破性進展，已成功將其先進Cobra隔膜工藝整合到基礎電芯生產中。
展望後市，中國銀河證券指出，2025年下半年，A股市場有望呈現出震盪向上的行情特徵。中長期視角下，一輪全新的供給側改革正在醞釀。從市場層面來看，隨着資本市場投融資改革持續深化，A股市場“築基行穩”具備更爲堅實的支撐。同時，新興產業變革與制度創新正在成爲驅動市場價值重構的核心力量。“重塑鼎新”的價值發現進程加速推進，助力市場逐步構建起以創新驅動、高質量發展爲核心的全新範式。
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