A股收評：衝高回落！滬指3600點得而復失，雅下水電概念持續爆發
A股三大指數今日早盤震盪上行，但午後衝高回落；截至收盤，滬指漲0.01%報3582點盤中一度站上3600點，深證成指跌0.37%，創業板指跌0.01%。全天成交1.9萬億元，較前一交易日縮量303億元，全市場超4000股下跌。
盤面上，雅下水電概念持續爆發，中國電建、東方電氣及華新水泥等近20股漲停；美容護理板塊走高，潤本股份漲停；CRO板塊活躍，美迪西漲近9%；醫療服務、HBM概念及鋼鐵等板塊漲幅居前。另外，海南板塊下挫，海南瑞澤跌停；特高壓板塊走低，安靠智電跌超12%；船舶製造板塊走弱，國瑞科技領跌；電網設備、工程機械及航天航空等板塊跌幅居前。
具體來看：
雅下水電概念股連續第三日活躍，鐵建重工第三日20CM漲停，西寧特鋼、浙富控股、中國電建、蘇博特、華新水泥、壺化股份、東方電氣等連續第三日10CM漲停。
中信建投研報表示，雅下水電工程於今年7月正式開工，參照經驗，預計雅下水電工程建設週期約10年，每年投入約1200億元，年均投資佔比0.85%（以2024年基建總量爲基礎），後期佔比會逐年小幅降低，預計年均拉動基建投資多增0.8%。7月中國資產或有一波內需政策交易機會。
證券股走高，國新證券漲超5%，國盛金控漲超4%，廣發證券、哈投證券漲超3%，中信建投、華泰證券等跟漲。
美容護理股漲幅居前，嘉亨家化、潤本股份漲停，水羊股份、華業香料、可靠股份漲超4%，上海家化、拉芳家化等跟漲。
半導體股震盪走高，京儀裝備、宏微科技漲超7%，拓荊科技、德明利漲超6%，中微公司、中科飛測等跟漲。
有券商表示，電子和半導體行業當前呈現供需格局改善態勢。全球半導體產能擴張進入階段性調整期，國內廠商在成熟製程領域持續提升市場份額。當前行業處於週期底部逐步明確階段，二季度部分化工電子材料價格已現反彈。
中船系走低，中船應急跌超7%，昆船智能跌超6%，中船漢光跌超5%，中船防務、中國重工、中國動力等跟跌。
海南板塊下挫，凱撒旅遊、海南瑞澤跌停，海峽股份跌超9%，海汽集團、海南高速等跟跌。
展望後市，財信證券表示，在8月份之前，A股正處於新一輪做多窗口期，投資者情緒改善加上新增資金入場等因素共同作用下，指數仍有上漲空間。只要寬基指數沒有明顯破位跡象，投資者可保持較高權益倉位，順勢而爲。
國金證券表示，中報預告行情將進入尾聲，市場將轉向尋找新的場景。海外的階段“滯脹”與國內經濟的短期擾動可能成爲短期市場的波動來源，但國內ROE回升的路徑正在逐步清晰：反內卷、海外製造業＞服務業、債務不再收縮依然是重要驅動因素，A股相較於其他市場將更具優勢和性價比。啞鈴策略的一枝獨秀或許將在未來半年徹底逆轉。
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