A股收評：滬指衝高回落升0.32%，跨境支付、遊戲、銀行板塊爆發
7月4日，A股三大指數升跌不一，滬指升0.32%報3472點，深證成指跌0.25%，創業板指跌0.36%。全天成交1.45萬億元，較前一交易日增量1210億元；超4100股下跌。
盤面上，跨境支付板塊走高，信雅達、京北方升停；銀行板塊集體走高，中信銀行、浦發銀行、上海銀行創歷史新高；遊戲板塊走強，巨人網絡一度觸及升停；創新藥、電力、重組蛋白、腦機接口及多元金融等板塊升幅居前。另外，固態電池概念股集體下挫，信宇人大跌10%；風電設備板塊表現低迷，大金重工、泰勝風能下跌；有色金屬、美容護理等板塊下跌。
具體來看：
跨境支付板塊升幅居前，信雅達、京北方升停，四方精創升超6%，新國都、中油資產、拉卡拉升超3%。
遊戲股走強，巨人網絡升超9%，冰川網絡、三七互娛升超6%，神州泰嶽、吉比特升超3%，遊族網絡、盛天網絡、星輝娛樂、完美世界跟升。華西證券指出，6月版號數量創近年新高，顯示監管對行業健康發展的持續支持。中長期看，監管引導與市場活力正向循環的深化，有望驅動行業從規模擴張轉向高質量發展軌道。
銀行板塊集體走高，中信銀行、興業銀行、光大銀行升超3%，民生銀行、浦發銀行、北京銀行、浙商銀行升超2%。
電力板塊表現活躍，韶能股份、深南電A、華銀電力升停，西昌電力升超6%，杭州熱電、晉控電力、明星電力、樂山電力紛紛上升。
鋼鐵板塊飄紅，柳鋼股份4連板，凌鋼股份升停，首鋼股份升超4%，本鋼鋼材升超3%，華菱鋼鐵、新鋼股份、安陽鋼鐵、寶鋼股份、中信特鋼跟升。消息面上，近期新一輪的行業“反內卷”、去產能行動大幕開啟，光伏、鋼鐵、水泥行業已迅速開展減產工作。
創新藥概念反覆活躍，廣生堂連續2日20cm升停，塞力醫療走出4連板。
固態電池概念股集體下挫，信宇人大跌12%，華盛鋰電、金銀河跌超9%，金龍羽、萬順新材跌超7%。
風電設備板塊表現低迷，吉鑫科技盤中跌停，泰勝風能跌超5%，大金重工跌超4%。
美容護理板塊走弱，拉芳家化、水羊股份、登康口腔跌超5%，華業香料、豪悦護理跌超4%。
有色金屬板塊午後持續下跌，北方銅業跌超7%，騰遠鈷業跌超4%，永興材料、中礦資源跌超3%，西部礦業、雲南銅業、盛新鋰能、贛鋒鋰業跟跌。
展望後市，中信建投指出短期看將提振市場情緒，吸引槓桿資金流入，A股有望進入一段風險偏好提升期。中期看，當前市場點位、估值、情緒都明顯高於去年9.24，行情向上空間相對有限，在經濟基本面改善尚不明顯的情況下更加類似今年春季行情特徵。繼續看好以“新機智藥”(新消費、機器人、人工智能、創新藥)為代表的新賽道，和穩定幣、固態電池等主題熱點。新賽道領域，短期內依舊推薦AI+半導體+算力+數字貨幣，中長期建議關注軍工科技+固態電池，創新藥+新消費近期隨着港股流動性收緊可能受到壓制，觀察長期的演繹。行業重點關注：電子、通信、計算機、非銀金融、有色金屬、軍工、銀行、交通運輸、醫藥等。
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