A股收評：滬指漲0.18%，消費電子、PCB概念股爆發
7月3日，A股三大指數集體上漲，滬指漲0.18%，深證成指漲1.17%，創業板指漲1.9%。全天成交1.33萬億元，較前一交易日縮量716億元；近3300股上漲。
盤面上，中美出現貿易休戰信號，蘋果概念、消費電子、PCB及電子元件等板塊走強，工業富聯、方正科技、中京電子等漲停；創新藥板塊反覆活躍，長春高新等多股漲停；AI硬件、固態電池、衛星導航板塊漲幅居前。另外，可控核聚變板塊走弱，王子新材領跌；化工股、油氣股、多元金融及遊戲板塊下跌。
具體來看：
PCB板塊震盪走高，博敏電子、中京電子、鵬鼎控股等多股漲停，東山精密、久日新材、金祿電子、深南電路跟漲。
消費電子板塊集體爆發，工業富聯、新亞電子、朝陽科技漲停，華勤技術、統聯精密、碩貝德漲超8%。
創新藥概念股延續強勢，廣生堂、長春高新、未名醫藥、塞力醫療等多股漲停。
消息面上，7月1日，國家醫保局、國家衛生健康委聯合印發《支持創新藥高質量發展的若幹措施》。花旗點評稱，這是兩個政府部門首次聯合出臺支持藥物差異化創新的政策。花旗預計2025年下半年，創新藥物和生物技術板塊將迎來多重催化劑，包括商業合作、加速監管審批及有利的定價環境，且商業保險對醫療體系的增量支付也將推動行業發展。
固態電池概念股展開反彈，大東南上演“地天板”，中一科技、洪田股份漲停。
油氣開採板塊下跌，潛能恆信、準油股份跌超3%，通源石油跌超2%，洲際油氣、海油工程、海油發展、中油工程、中海油服跟跌。
可控核聚變概念走弱，王子新材跌近6%，百利電氣、天力複合、合鍛智能、中洲特材跌超4%，哈焊華通、融發核電、海陸重工、久盛電氣跟跌。
遊戲板塊集體調整，星輝娛樂跌超5%，迅遊科技跌超2%，富春股份、電魂網絡、冰川網絡、遊族網絡跌超1%。
港口航運普跌，寧波海運跌3.88%，國航遠洋、南京港跌超2%，連雲港、海通發展、重慶港、中遠海發、招商南油跌超1%。
展望後市，華安證券指出，6月末上漲後A股處於相對高位，7月9日美國“對等關稅”談判期即將結束，全面達成協議概率小、恐對市場形成衝擊，但流動性存在結構性支撐託底市場，預計市場波動加大。可關注7月下旬中央政治局會議與美聯儲議息會議存在釋放利好帶動市場向上可能。
配置上，新增景氣支撐領域（稀土永磁、貴金屬、工程機械、摩託車、農化製品）以及地產調控政策有望寬鬆帶來估值修復機會的推薦。同時進一步強化對銀行、保險的投資推薦，也繼續強調成長科技板塊的回調風險。
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