A股收评：沪指跌2.26%，通信、电池板块重挫，猪肉逆势走强

格隆汇06-26

6月26日，亚太股市表现低迷，A股三大指数集体下跌。沪指跌2.26%报4027.26点，深证成指跌3.44%，创业板指跌4.07%，北证50跌0.84%，科创50指数跌1.65%。全市场成交额35754亿元，较上日成交额缩量436亿元，全市场超4600只个股下跌。盘面上，通信设备板块重挫，长进光子跌超11%；电池、盐湖提锂板块下跌，圣阳股份、维科技术跌停；保险板块走低，新华保险跌超6%；贵金属板块...

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strengthened against the trend","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"561910":1.87,"601012":1.85,"EVS.SI":0.6,"000040":1.89,"01211":1.85,"BYDDY":1.85,"000001":1.96,"002594":1.85},"content_text":"6月26日，亚太股市表现低迷，A股三大指数集体下跌。沪指跌2.26%报4027.26点，深证成指跌3.44%，创业板指跌4.07%，北证50跌0.84%，科创50指数跌1.65%。全市场成交额35754亿元，较上日成交额缩量436亿元，全市场超4600只个股下跌。盘面上，通信设备板块重挫，长进光子跌超11%；电池、盐湖提锂板块下跌，圣阳股份、维科技术跌停；保险板块走低，新华保险跌超6%；贵金属板块低迷，兴业银锡跌超6%；能源金属、电机、稀土永磁、算力、证券、脑机接口等多个板块跌幅居前。另一方面，猪肉板块走高，神农集团涨停；硅能源板块上扬，有研硅、TCL中环等股涨停；光刻机概念涨幅居前，富创精密20cm涨停。具体来看：通信设备板块重挫，长进光子跌超11%，长盈通、蘅东光、仕佳光子、武汉凡谷、特发信息、东方通信等跟跌。消息面上，6月24日在韩国首尔“AI数据中心光通信互连技术大会”上，美国光纤巨头康宁发布Glass Bridge玻璃光互连组件，通过晶圆级预制玻璃光波导实现光纤与光子芯片被动对准，显著简化传统CPO所依赖的FAU光纤阵列及精密主动耦合设备，市场担忧高密度场景下传统FAU与透镜耦合组件需求长期萎缩。电池、盐湖提锂板块下跌，海科新源跌超12%，圣阳股份、安孚科技、维科技术跌停，蔚蓝锂芯等跟跌。消息面上，碳酸锂主力合约今日盘中一度跌6.6%至145000元/吨，为连续第二日大跌，创3月23日以来新低。另一方面，此前市场预期的江西枧下窝锂矿年内难以复产的逻辑被打破。该矿近期获用地审批，业内推测四季度有望大规模复产。保险板块走低，新华保险跌超6%，中国太保、中国人寿、中国人保、中国平安等跟跌。国泰海通证券认为，当前保险股估值已充分甚至过度计入了利率下行、资产端风险、盈利下滑等极度悲观预期，短期交易结构因素仍是股价的重要影响因素，估值具备安全边际。贵金属板块低迷，兴业银锡跌超6%，湖南黄金、晓程科技、湖南白银、山金国际、山东黄金、恒邦股份、西部黄金等跟跌。消息面上，近期国际金价持续调整，现货黄金价格一度跌破4000美元/盎司关口。国内多家品牌金店足金饰品挂牌价同步下调，部分品牌足金饰品价格降至1220元/克附近，较年内高点回落480至500元。猪肉板块走高，神农集团涨停，大禹生物、温氏股份、牧原股份、立华股份、巨星农牧、新希望等跟涨。消息面上，近期多家企业设置新的生猪产能调减指标，且有企业表示淘汰时限有所前置。某上市企业人士表示，“公司参加了近期的产能调控会议，会进行一定数量的产能调减，而且这一次要在9月份之前完成，时间进度有所加快。”硅能源板块上扬，有研硅、TCL中环、宏柏新材、晨光新材、双良节能等股涨停。消息面上，受算力基建、通信网络升级带动，今年以来，高纯四氯化硅市场需求持续回暖。高纯四氯化硅下游主要应用于光纤预制棒、合成石英玻璃的生产。据了解，受益于全球光纤高景气，高纯四氯化硅同步进入紧缺导致的涨价周期。个股异动：新特电气大跌近12%报16.86元，股价刷新年内新低，总市值62.91亿元。消息上，新特电气发布股份减持公告，公司控股股东、实际控制人及其一致行动人谭勇,宗丽丽,李淑芹,宗宝峰拟减持公司股份不超过1119.37万股，减持比例不超过公司总股本的3%。值得注意的是，此次并非实控人阵营首次减持。股份解禁仅三个月后，四名股东便在2025年7月披露减持计划，减持比例同样不超过总股本3%，并于当年8月至11月完成全部减持。展望后市，渤海证券认为，以AI为驱动的科技行情，后续将面临更为严苛的业绩验证。对于投资者而言，既不能低估AI作为一场可能深刻重塑时代的技术革命所蕴含的机遇，也需对估值快速拔高后的潜在风险保持高度警惕。因此，在已有浮盈的基础上，适度分散配置、降低单一方向的持仓集中度，是当前波动风险加大背景下有效降低风险敞口的重要方式。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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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