A股收評：創業板指漲1.76%，CPO、創新藥板塊全線爆發
7月17日，A股三大指數震盪走強，截至收盤，滬指漲0.37%，深成指漲1.43%。全天成交1.56萬億元，較前一交易日增量985億元；超3500股上漲。
盤面上，CPO概念全天強勢，劍橋科技、長飛光纖等多股漲停；醫藥板塊集體走強，成都先導、信立泰、亞太藥業等漲停封板；軍工股活躍，中航沈飛創歷史新高；PCB、航天航空、醫療服務等板塊漲幅居前。另一方面，貴金屬板塊全天低位震盪，山東黃金跌超2%；保險、銀行、電力、房地產等板塊跌幅居前。
具體來看：
CPO概念集體上漲，生益電子漲超13%，仕佳光子漲超11%，東山精密、劍橋科技、長飛光纖漲停封板。
軍工裝備表現活躍，建設工業、中航沈飛漲停，航發科技、廣聯航空、光電股份漲超6%，內蒙一機、北方長龍、中航西飛、中航高科漲超5%。
創新藥概念股掀漲停潮，成都先導、邁威生物、維康藥業20CM漲停，塞力醫療、力生製藥、信立泰等10CM漲停。
高盛發佈的研報直言：中國Biotech板塊正進入結構性重估窗口期。當前中國生物技術公司整體市值僅爲美國同行的14%-15%，但其在全球創新貢獻中的比重已接近33%。這意味着，中國創新藥板塊仍處於‘價值窪地’階段，全球資本重估纔剛剛開始。”
鋼鐵板塊拉昇，柳鋼股份漲停，凌鋼股份漲超5%，新鋼股份漲超4%，首鋼股份、華菱鋼鐵、方大特鋼漲超3%。
上半年，在原料成本回落與出口需求拉動等多重因素作用下，鋼鐵行業上半年盈利情況較去年同期明顯好轉。鋼鐵行業作爲供需結構矛盾較大的行業之一，綜合整治內卷式競爭成爲行業下半年面臨的重要議題，業內人士認爲嚴控產量、強化自律仍是鋼鐵行業實現高質量發展的核心任務。
貴金屬板塊全天低位震盪，山東黃金跌超2%，赤峯黃金、西部黃金、恆邦股份跌超1%，曉程科技、湖南黃金、山金國際、中金黃金跟跌。
房地產板塊震盪調整，中新集團跌超6%，渝開發、臥龍新能跌超3%，綠地控股、市北高新、天保基建跌超2%。
大金融（銀行、保險）板塊表現較弱，*ST天茂跌超5%，渝農商行、中信銀行、重慶銀行跌超1%，長沙銀行、蘭州銀行、中國銀行、中國太保、中國平安跟跌。
電力板塊普跌，C華新跌超9%，華銀電力跌超2%，華電遼能、深南電A、韶能股份、贛能股份、明星電力跌超1%。
展望後市，中金研報指出，基本面層面，金融數據往往是市場的前瞻指標，貨幣增速等指標改善表明政策已經在行動，近期高規格會議再提“反內卷”也體現出對於物價偏弱等問題的重視；資金面層面，市場經歷10個月區間震盪後，籌碼結構得到優化，並且我們測算當前市場點位已明顯高於過去1年和3年的資金平均成本，賺錢效應正在好轉，當前“資產荒”的環境下，A股的股息率相比長債收益率有明顯吸引力，是市場向好的底層邏輯。配置上，在不確定性環境下仍然建議保留紅利低波作爲底倉資產，另一方面結合景氣回升和產業趨勢進行佈局，建議關注AI算力、創新藥、有色金屬等行業。
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