A股收評：創業板指2.85%！全市場超4000股下跌，CPO概念重挫
A股主要指數今日集體調整，創業板指、深成指均跌逾2%；截至收盤，滬指跌0.45%報3858點，深證成指跌2.14%，創業板指跌2.85%。全天成交額2.91萬億元，較前一交易日增量1348億元。全市場超4000股下跌。
盤面上，CPO概念大幅回撤，光迅科技、劍橋科技及景旺電子等多股跌停；通信設備板塊下挫，深桑達A等多股跌停；F5G概念、銅纜高速鏈接走弱；AI手機、光通信模塊、半導體、數字貨幣及電源設備等板塊跌幅居前。另外，市場傳聞稱機器人明年T3有量產指引，機器人板塊逆市走高，秦川機牀、巨輪智能等多股升停；銀行板塊走強；珠寶首飾、工業母機及貴金屬等板塊升幅居前。
具體來看：
通信設備、CPO概念重挫，德科立跌超14%，鼎通科技跌超13%，鋭捷網絡跌超11%，太辰光、天孚通信跌超10%，長飛光纖、光迅科技、東信和平跌停。
半導體股跌幅居前，樂鑫科技跌超12%，盛科通信跌超11%，華虹公司跌超10%，長光華芯、燦芯股份跌超9%。
機器人概念股午後逆勢拉昇，出現升停潮。舜宇精工升超21%，天銘科技升超17%，上緯新材升超14%，春興精工、秦川機牀、巨輪智能等多股10CM升停。
消息面上，有市場傳聞稱機器人明年T3有量產指引。傳聞稱上午特斯拉和供應商開電話會，明年三季度指引上修至周產1000-10000台，對應年化5-50w台。傳聞靠譜性未知。
銀行股逆勢上升，渝農商行升超4%，滬農商行、齊魯銀行、招商銀行升超3%，中信銀行、工商銀行、光大銀行等跟升。
有色金屬股表現活躍，西部黃金10CM升停，湖南白銀升超4%，中金黃金跟升。
消息面上，金銀價格繼續走強，其中，現貨黃金價格突破3500美元/盎司，創歷史新高。分析人士指出，宏觀經濟和地緣政治消息持續利好貴金屬，有消息稱印度正積極拋售美國政府債券並增持黃金儲備。此外，俄烏和平談判缺乏進展也助推了避險需求。而短期內更明顯的利好因素是市場對美聯儲9月降息的預期升温。
電力股走高，南網科技升超10%，京運通、華光環能、上海電力、兆新股份10cm升停，珈偉新能、吉電股份等跟升。
展望後市，瑞銀證券中國股票策略分析師孟磊表示，目前沒有觀測到A股個人投資者大規模入市的跡象，並不認為市場情緒過熱。中國科技股熱度明顯提升，但若有更多基本面的兑現，行情有望進一步延續。
孟磊稱，截至8月底，基本上所有A股公司都已經完成了中報披露。從上半年來看，A股整體實現了大約3%左右的利潤增長。剔除大盤股的影響後，增速大約在1%左右，也就是一個小幅的正增長。展望下半年，隨着基數效應的進一步減弱，利潤增速有望繼續提升。預計全年A股利潤增速大約在6%左右，相比去年的低單位數增長會有所改善。
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