A股收評：三大指數升跌不一，滬指跌0.7%，有色金屬板塊走強
A股三大指數今日早盤走高，午後震盪下行；截至收盤，滬指跌0.7%報3424點，深證成指升0.34%，創業板指升0.47%。全天成交1.58萬億元，較前一交易日縮量475億元，全市場近3400股上升。本週，滬指累計升1.91%，深證成指累升3.73%，創業板指累升5.69%。
盤面上，銅纜高速連接板塊走高，創益通20%升停；有色金屬板塊走強，中孚實業、北方銅業等多股升停；CPO概念活躍，中京電子等多股升停；電子元件板塊拉昇，澳弘電子等多股升停；多隻帶“馬”字股大升，玉馬科技、雲中馬等升停；重組蛋白、SPD概念、鋰礦概念及華為海思等板塊升幅居前。另外，銀行股普跌，青島銀行、杭州銀行及重慶銀行等多股跌逾4%；油氣板塊走低，準油股份跌停；數字貨幣板塊震盪下行，華銘智能跌超8%；跨境支付、保險及旅遊酒店等板塊跌幅居前。
具體來看：
工業金屬股走強，電工合金、中孚實業、株冶集團、北方銅業、金徽股份升停，新威凌升超8%，江西銅業、金田股份等跟升。
平安證券發佈研報稱，持續看好貴金屬及工業金屬，商品屬性仍為能源金屬定價核心要素，考慮到處於出清週期內，以鎳鋰為代表的金屬品種或仍需等待基本面驅動。
CPO概念股大升，聯特科技升超17%，華天科技、中京電子升停，景旺電子升超8%，光庫科技、源傑科技等跟升。
國盛證券表示，CPO方案的推進標誌着光通信從過去櫃間互聯向櫃內互聯滲透，光通信的應用場景和市場空間正在進一步擴大，市場對CPO和傳統光模塊廠商的理解和認知存在偏差，光模塊廠商有望進入CPO產業鏈，進而進一步擴大自身業務覆蓋面和市場空間。
炒生肖行情再現，多隻帶“馬”字股大升，玉馬科技、三羊馬、野馬電池、雲中馬升停，萬里馬升超12%，天馬新材升超11%，威馬農機、福龍馬等跟升。
券商股繼續活躍，天風證券盤中一度升停，最終收升7.89%，華西證券升超2%，國海證券、廣發證券等跟升。
消息面上，香港虛擬資產業務反響持續熱烈，持牌金融機構也被特別關注。據悉，天風國際證券的證券交易牌照已升級為可提供虛擬資產交易服務。
銀行股回調，杭州銀行、青島銀行、重慶銀行跌超4%，江蘇銀行、招商銀行、成都銀行等跌超3%。
油氣股跌幅居前，準油股份跌停，通源石油跌超7%，貝肯能源、首華燃氣跌超5%，潛能恒信、洲際油氣等跟跌。
展望後市，湘財證券研報指出，短維度來看，7月份依然處於中美關税的90天緩衝期內，我國出口有望保持相對韌性。為實現年內增長目標，7月宏觀政策有望加碼，大環境穩定有利於市場上行。不過，美聯儲7月大概率繼續維持現有利率，將導致港股海外資金流出壓力上升，進而拖累A股。綜合而言，預期7月市場將呈現小幅震盪上行態勢。
建議重點關注：科技相關領域的突破機會（半導體、元件、遊戲等）；長期資金入市相關的紅利板塊（銀行、保險）；以及軍工和煉化及貿易等受益於地緣衝突的相關板塊。
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