A股收评 | 探底回升跌幅收窄沪指跌0.62% 大消费与银行逆势走强

智通财经07-30

智通财经APP获悉，7月30日，A股低开探底后午后回升跌幅收窄，但大小指数分化加剧。截至收盘，上证指数报3804.69点，跌0.62%;深证成指报13285.80点，跌2.73%;创业板指报3244.62点，跌3.97%;科创50报1588.41点，跌5.38%;北证50报1049.07点，跌1.43%。沪深两市成交额23428.09亿元，较上一交易日放量462.30亿元。全市场1768只个股上涨...

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strengthened","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1.85,"600519":1.9,"600809":1.86,"000001":1.95,"000997":1.93,"03308":1.85,"000858":1.86},"content_text":"智通财经APP获悉，7月30日，A股低开探底后午后回升跌幅收窄，但大小指数分化加剧。截至收盘，上证指数报3804.69点，跌0.62%;深证成指报13285.80点，跌2.73%;创业板指报3244.62点，跌3.97%;科创50报1588.41点，跌5.38%;北证50报1049.07点，跌1.43%。沪深两市成交额23428.09亿元，较上一交易日放量462.30亿元。全市场1768只个股上涨、3635只下跌，涨停56只、跌停83只，上涨占比仅31%，赚钱效应不足三成。盘面上，白酒、商用车、银行、保险、汽车整车等板块涨幅居前;通信设备、靶材、元件、CPO、半导体、存储器等板块跌幅居前。\n驱动因素\n全球芯片股本周延续抛售，据第一财经统计，全球20家头部芯片企业自上周五收盘以来合计市值蒸发超1.5万亿美元。SK海力士7月29日发布二季度业绩，营收79.32万亿韩元、营业利润60.54万亿韩元均创历史新高，但低于市场预期，当日韩股收跌9.61%、美股续跌2.60%。受此传导，A股半导体、CPO等科技板块当日大幅下跌，科创50跌5.38%为主要指数中最大跌幅。消息面上，央行等九部门联合印发《关于加强科技金融领域数据开发利用的通知》，引导金融机构构建科技型企业数字信用画像;公募基金二季度重仓持股数据显示白酒和食品饮料板块重仓比例已降至历史低位;2025年度A股上市银行41家累计派发现金红利6456.37亿元，连续第三年创历史新高。中际旭创全天成交额597.73亿元，刷新6月5日创出的A股个股成交额历史天量。7月以来宽基ETF净流入超2500亿元。\n热门板块方面\n1、【白酒/食品饮料】板块延续强势，白酒板块涨3.54%。舍得酒业、金徽酒涨停，一鸣食品3连板，海欣食品、均瑶健康、西安饮食涨停;五粮液涨4.51%，山西汾酒涨6.04%，贵州茅台涨3.09%。消息面上，近期北京、上海等地茅台直营店已将53度500ml飞天茅台售价提升至1719元/瓶，高于i茅台平台1639元/瓶。\n2、【银行】板块逆势走强，银行板块涨2.48%。建设银行涨3.20%、工商银行涨2.52%，均创历史新高;农业银行涨2.60%，招商银行涨2.24%。消息面上，2025年度分红季42家A股上市银行中41家累计派发现金红利6456.37亿元，较2024年增加约135亿元，连续第三年创历史新高。\n3、【AI应用/MLCC概念】反复活跃，传智教育4连板，普联软件、恒锋信息20CM涨停，昀冢科技触及20CM涨停，双星新材涨停。消息面上，央行等九部门联合印发《关于加强科技金融领域数据开发利用的通知》;据OpenRouter数据，截至7月26日，中国模型近28天全球市场份额约63.5%，调用量前五名均为中国模型，小米MiMo-V2.5登上全球大模型调用量月榜第一。\n调整板块\n半导体产业链与CPO概念大幅下跌，上述板块在前期均有较大涨幅，当日跌幅居前。华虹宏力跌14.88%，新易盛跌11.89%，东山精密、长电科技、通富微电、太极实业、华天科技跌停，中际旭创跌9.15%，通信设备板块跌8.57%，半导体板块跌6.63%，CPO概念跌6.82%。","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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A股收评 | 探底回升跌幅收窄 沪指跌0.62% 大消费与银行逆势走强

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A股收评 | 探底回升跌幅收窄沪指跌0.62% 大消费与银行逆势走强