A股收評：滬指劍指3500點，光伏、消費電子板塊大爆發
7月8日，A股三大指數集體上漲。滬指收漲0.7%報3497點，深證成指漲1.46%，創業板指漲2.39%。
全天成交1.47萬億元，較前一交易日增量2476億元，全市場近4300股上漲。
盤面上，光伏行業凝聚起“反內卷”共識，光伏設備板塊爆發；PCB、消費電子板塊走強，鈣鈦礦電池、虛擬機器人、遊戲、多元金融及CRO等板塊漲幅居前。
另外，電力板塊回調，銀行股普跌，SPD概念、家用輕工等板塊跌幅居前。
具體來看：
光伏設備、BC電池等概念強勢上漲。億晶光電、通威股份等多股漲停，陽光電源大漲超9%，隆基綠能漲超6%。消息面上，7月7日，國家發展改革委辦公廳等四部門發佈《關於促進大功率充電設施科學規劃建設的通知》。交銀國際指出，在防止‘內卷式’惡性競爭的引導下，政策支持下光伏供給側有望迎轉機，以及行業自律下光伏玻璃將大幅減產，供需失衡狀況將獲改善，看好光伏製造龍頭困境反轉。
算力硬件板塊大爆發，PCB、光模塊顯著領漲，國際復材、東材科技、景旺電子等多股漲停。華龍證券指出，AI產業業績顯著優於行業整體，業績拐點有望確立。展望下半年，推理算力需求上升趨勢不變，疊加AI應用持續落地預期，AI產業基本面有望持續改善。
消費電子概念走強，奕東電子、得潤電子、新亞電子、工業富聯等多股漲停。中銀國際表示，在美國解除EDA禁令和美越貿易協定於同日達成的背景下，投資者情緒轉向利好此前低迷的消費電子行業。該行認爲，鑑於即將公佈的2025年第二季度業績可能因實際關稅影響有限和美國客戶提前備貨而超預期，當前上漲行情仍有持續空間。中期來看，密切監測關稅政策的演變、需求的可持續性以及AR眼鏡的發佈是否能超出預期至關重要。
遊戲股上漲，冰川網絡漲停，巨人網絡漲超6%，愷英網絡漲超5%。Sensor Tower最新報告顯示，2025年6月共33家中國廠商入圍全球手遊發行商收入榜TOP100，合計“吸金”17.6億美元，佔本期全球TOP100手遊發行商收入33%。
金融股走低，銀行、保險跌幅居前，ST天茂跌超5%，浦發銀行跌超2%，南京銀行、上海銀行等紛紛跌超1%。
電力股回調，西昌電力跌超5%，江蘇新能跌超4%，閩東電力、晉控電力等跌超3%。信達證券指出，展望未來，新型電力系統建設或將持續依賴系統調節手段的豐富和投入；容量電價機制正式出臺明確煤電基石地位，電力現貨市場和輔助服務市場機制有望持續推廣，因而在電力市場化改革的持續推進下，電價有望實現穩中上漲。
展望後市，中金指出，A股中報盈利同比增速或較Q1階段性放緩，下半年盈利增速或好於上半年。金融領域，非銀有望繼續受益於較高的市場活躍度；非金融領域，中上遊受價格壓力影響業績或偏弱，黃金板塊、消費尤其是以舊換新覆蓋領域、科技硬件或爲結構亮點。
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