A股收评：两市超4400股下跌，ST板块重挫，AI相关板块走强

格隆汇06-03

今日，A股主要指数震荡走低，沪指跌0.27%报3078点，深证成指涨0.07%，创业板指涨0.79%。超4400股下跌，全天成交8307亿元较前一日放量1157亿元。盘面上，鸡肉、猪肉概念走高，广弘控股涨近8%；铜缆高速连接概念走强，神宇股份20cm涨停；英伟达Blackwell芯片开始投产，半导体板块活跃，存储芯片方向领涨，西测测试涨停；CPO概念、PCB板块等涨幅居前。另外，5月15家公司被...

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AI芯片。Rubin下一代平台正在开发之中，将于2026年发布，将采用HBM4内存。芯片相关板块大涨，西测测试、太龙股份、逸豪新材20CM涨停，佰维存储涨超14%，万润科技、协和电子、好上好、敏芯股份涨停，沪电股份涨超7%，普冉股份涨超6%，中微公司涨超5%，协创数据、深南电路、江波龙、复旦微电涨超4%。猪肉、养鸡板块大涨，正虹科技涨停，晓鸣股份涨超6%，巨星农牧、神农集团涨超4%，牧原股份涨超2%。消息面上，受去年生猪产能去化影响，6月份起生猪出栏或逐渐减少，因此月初多数养殖企业缩量挺价，惜售情绪浓厚，生猪价格持续上行。截至6月2日，卓创资讯监测全国生猪均价为17.98元/公斤， 环比上涨0.49元/公斤。进入6月，生猪供应减少叠加盼涨情绪加持，供应端挺价情绪短时难以消退，预计短时偏强行情延续，局部区域或可冲破“10元/斤”关口。ST板块重挫，*ST中程、*ST嘉寓、ST聆达、ST峡创、*ST银江、*ST巴安等多股跌停，*ST开元、ST先锋跌超16%。有色、小金属板块走弱，华钰矿业、盛屯矿业、翔鹭钨业跌停，盛达资源跌超7%，西藏珠峰跌超6%，锡业股份跌超5%，云南锗业、华锡有色、湖南白银、鹏欣资源、罗平锌电、银泰黄金跌超4%。工业大麻板块下跌，朗源股份20CM跌停，翰宇药业跌超15%，渤海化学跌超6%，雅本化学跌超5%。物业股大跌，中天服务跌超8%，我爱我家跌超5%，世联行、新大正跌超3%。污水处理板块走低，金河生物、梆电国际、启迪环境、中锐股份跌停，岳阳林纸、金通灵、严牌股份跌超7%，国统股份、华骐环保、卓锦股份、润邦股份跌超6%。个股层面，CPO龙头新易盛大涨9%，盘中一度创历史新高96.99元/股，总市值674.5亿元。比亚迪5月共售出331,817辆汽车，乘用车销量达到330,488辆，同比增长38.2%。比亚迪涨超3%，盘中创阶段新高240.48元/股，总市值6898亿元。展望未来，中金公司认为，在短期可能缺乏明显事件催化环境下，A股市场震荡整理、成交低位徘徊的特征可能仍将延续一段时间，但考虑稳增长政策逐步落实有望继续改善投资者对经济增长及上市公司盈利预期，7月三中全会召开在即，A股市场自2月以来的修复行情虽有波折但仍将延续，对后市表现不必悲观。沪深300指数当前前向市盈率为10.5倍，与历史均值（过去十年均值在12.6倍左右）及全球主要指数对比来看仍具备较明显的投资吸引力，一季度过后上市公司盈利增长的边际改善也有助于后市指数表现。配置方面，外需较好背景下出口链行业和全球定价资源品仍有配置机会，部分涨价板块如公用事业等市场关注度较高，新能源等绿色板块重点关注近期产业政策的边际变化，有助于逐步扭转投资者悲观预期。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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