A股收評：創業板指反包大升6.55%，電池、能源金屬板塊全線爆發
9月5日，A股三大指數集體衝高，尾盤大幅拉昇抹去昨日全部跌幅。截至收盤，滬指升1.24%報3812點，深證成指升3.89%，創業板指升6.55%。滬深兩市全天成交額2.3萬億，全市場超4800只個股上升。
盤面上，新能源產業鏈大爆發，鋰礦概念、固態電池等方向領升，贛鋒鋰業、恩捷股份、華盛鋰電等數十股升停；光伏設備板塊走高，錦浪科技20%升停；風電設備板塊拉昇，金風科技升停；CPO概念、電子元件等板塊升幅居前。另外，銀行股走低，農業銀行跌近3%；退税商店、乳業等少數幾個板塊錄得下跌。
具體來看：
電池板塊異軍突起，天宏鋰電、天華新能、尚太科技、金銀河、野馬電池等20餘股封板升停。
光伏設備板塊全線爆發，錦浪科技20%升停，陽光電源升超16%，阿特斯升超13%，固德威、艾能聚升超11%，通潤裝備、天合光能、大全能源集體上升。
CPO概念股大幅走強，勝宏科技20cm升停，新易盛、中際旭創、生益電子升超10%。
能源金屬板塊活躍，遠航精密升超14%，贛鋒鋰業升停，天齊鋰業升超8%，華友鈷業、永興材料升超7%。
風電設備板塊拉昇，運達股份20%升停，金風科技、大金重工、陽明智能10%升停。
銀行板塊震盪調整，郵儲銀行、農業銀行、中信銀行跌超2%，中國銀行、建設銀行、工商銀行跌超1%。
食品飲料板塊下跌，會稽山跌超5%，均瑤健康、妙可藍多跌超4%，品渥食品、貝因美、燕京啤酒、鹽津鋪子、惠發食品跌超1%。
旅遊及酒店板塊走弱，西藏旅遊跌超8%，南京商旅跌超6%，長白山跌超5%，凱撒旅業跌超4%，曲江文旅、大連聖亞、天目湖跟跌。
展望後市，財信證券研報指出，市場經歷快速輪動後或進入震盪整固階段，但中期向好趨勢未改。本輪上升本身由流動性驅動，這意味着後續只要量能未出現大幅收縮，市場仍存在反覆輪動活躍的機會。總體而言，我們預計資金將繼續在科技成長與防禦板塊間尋求平衡，呈現顯著的結構性行情特徵，短期市場或進入震盪整固期，建議以板塊輪動擴散的思路佈局。方向上，一方面，AI、半導體、創新藥等硬科技成長領域仍將受益於國產替代和產業升級紅利，資金或將繼續在細分領域中進行高低切換；另一方面，美聯儲9月降息預期不斷抬升的背景下，有望強化弱美元環境，貴金屬配置價值凸顯。
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