A股收評：滬指衝高回落接近平收，稀土永磁、券商概念強勢
A股三大指數今日繼續上升，截至收盤，滬指升0.01%報3510點，深證成指升0.61%，創業板指升0.8%。全天成交1.74萬億元，較前一交易日放量2215億元，全市場超2900股上升。本週，滬指累升1.09%，深證成指累升1.78%，創業板指累升2.36%.
盤面上，兩大稀土巨頭宣佈上調稀土精礦價格，稀土永磁板塊爆發，中國稀土、三川智慧等多股升停；船舶製造板塊走高，國瑞科技20%升停；券商概念走強，中銀證券、哈投證券等多股升停；進口博覽、虛擬機器人、CRO及數字貨幣等板塊升幅居前。另外，玻璃玻纖板塊回落，再升科技跌停；銀行股午後走低，長沙銀行領跌；PCB板塊走弱，金安國紀跌停；房屋檢測、遊戲及電源設備等板塊跌幅居前。
具體來看：
稀土永磁概念股全線走強，奔朗新材升30cm升停，三川智慧、久吾高科20cm升停，中科磁業升超14%，西磁科技升超11%，中色股份、華宏科技、包鋼股份等多股10cm升停。
消息面上，北方稀土、包鋼股份宣佈上調稀土精礦價格為不含税19109元/噸，環比上升1.5%。此外，北方稀土日前宣佈預計上半年扣非淨利預增超55倍。廣發證券認為，在關税政策不確定性背景下，中國稀土開採指標有望加強管理，稀土永磁的戰略價值仍將持續發酵。
券商板塊強勢，中銀證券、哈投股份、中原證券升停，東方證券、國金證券、國聯民生升超5%，國盛金控、中信建投等跟升。
房地產股表現活躍，市北高新、天保基建、綠地控股、光大嘉寶、卧龍新能升停，福星股份、渝開發等跟升。
消息面上，央行主管的金融時報稱，房地產市場近兩年的表現略顯波折，但今年以來市場已經出現一些恢復企穩信號。業內人士表示，隨着支持政策陸續出台，房地產市場的後續表現值得期待。
生物醫藥、創新藥、醫藥外包等大醫藥概念走強，凱萊英、藥明康德升停，康龍化成、美迪西、九州藥業等跟升。
消息面上，藥明康德上半年預盈85.61億元，同比增長101.92%，Q2環比增長18.54%，業績超預期。儘管面臨全球貿易阻礙不斷，但藥明康德訂單幾乎沒受影響，繼續保持增長，再次説明國產CXO的不可替代性。
渤海證券指出，當下全球醫療健康產業融資企穩，醫藥市場研發支出持續增長，新藥研發投資回報率出現下降，CXO企業機遇充足，行業持續擴容。SW醫療研發外包板塊2025Q1企穩回升，拐點顯現，頭部企業2025Q1營收、業績均提速。
銀行股尾盤持續回落，浙商銀行、浦發銀行、民生銀行、華夏銀行、長沙銀行、張家港行等超20股跌超2%。
有機硅概念走弱，硅寶科技跌超7%，遠翔新材跌超5%，晨化股份、大全能源跌超4%，三孚股份、迴天新材等跟跌。
展望未來，中原證券表示，當前上證綜指與創業板指數的平均市盈率處於近三年中位數平均水平，適合中長期佈局。美聯儲6月議息會議維持利率不變，但降息路徑仍存不確定性，若釋放明確降息信號將顯著提振全球風險偏好。建議採取均衡策略，利用市場波動優化持倉結構，重點關注中報業績超預期且估值合理的成長標的。預計短期市場以穩步震盪上行為主，仍需密切關注政策面、資金面以及外盤的變化情況。短線建議關注金融、有色金屬、房地產以及光伏設備等行業的投資機會。
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