A股收評：三大指數再創年內新高，半導體、腦機接口板塊“吸金”
8月12日，A股三大指數高開高走，均創年內新高。截至收盤，滬指升0.50%報3665點，深證成指升0.53%，創業板指升1.24%。全天成交1.91萬億元，較前一交易日增量553億元；超3100股下跌。
盤面上，腦機接口板塊走強，創新醫療、麒盛科技升停；多元金融板塊拉昇，九鼎投資升停；半導體、AI芯片板塊午後衝高，寒武紀20%升停；光刻機、燃氣股、光通信模塊及液冷概念升幅居前。另外，軍工股展開調整，捷強裝備等跌超5%；稀土永磁、小金屬板塊走弱，奔朗新材跌近8%；重組蛋白、PEEK材料、培育鑽石、水泥建材等板塊下跌。
具體來看：
腦機接口概念股領升，麥瀾德升超18%，翔宇醫療升超11%，麒盛科技、創新醫療10CM升停，誠益通、三博腦科、愛朋醫療、樂普醫療、南京熊貓跟升。
光刻機板塊拉昇，海立股份、凱美特氣升停，久日新材、旭光電子、中船特氣升超6%，茂萊光學升超4%。
多元金融板塊升幅靠前，九鼎投資升停，南華期貨升超5%，新力金融、拉卡拉升超4%，瑞達期貨、越秀資本、魯信創投、永安期貨跟升。
燃氣板塊全線走強，東方環宇、新疆火炬、洪通燃氣升停，國新能源、成都燃氣升超2%，新奧股份、凱添燃氣、長春燃氣、陝天然氣升超1%。
半導體、芯片板塊午後衝高，上海合晶、寒武紀20CM升停，源傑科技升超10%，芯原股份、富滿微升超9%，泰凌微、燦芯股份、阿石創、華虹公司跟升。
港口運輸股表現活躍，南京港升停，國航遠洋升超8%，連雲港、寧波海運升超6%，鳳凰航運、寧波遠洋升超3%。
地產股普升，沙河股份、電子城、萬通發展升停，大名城、深深房A升超5%，天保基建、華聯控股升超4%。
PEEK材料板塊下跌，華密新材跌超6%，明陽科技跌超5%，富恒新材、新瀚新材跌超4%，中研股份、南京聚隆、聚賽龍、超捷股份跟跌。
軍工裝備板塊調整，捷強裝備、派克新材跌超6%，愛樂達、佳馳科技、航亞科技、國瑞科技、中無人機、縱橫股份跌超4%。
稀土永磁板塊走弱，奔朗新材跌近8%，盛和資源跌超5%，廣晟有色、久吾高科、寧波韻升、中國稀土跌超4%。
培育鑽石板塊普跌，黃河旋風跌超4%，中兵紅箭、沃爾德跌超2%，國機精工、曼卡龍、惠豐鑽石、力量鑽石跌超1%。
展望後市，中信建投表示，短期A股繼續超預期上行面臨一定阻力，PPI弱於預期、關税緩和協議到期與估值修復完成帶來的交易縮量，但A股仍處於牛市中繼，回調帶來配置良機。當前海外邊際改善，美聯儲人事變動或提升市場降息預期，美元走弱趨勢利好新興市場股市，其中港股相對更加受益。政策信號下，反內卷與寬信用有望促使價格低位温和回升。近期行業輪動加速，建議關注新賽道低位細分品種。行業重點關注國防軍工、AI算力、半導體、人形機器人、有色、交運、券商、創新藥等。
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