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A股三大指数集体收跌 贵金属与煤炭板块逆市走强_我的网站

A |     　　A股三大指数今日集体走弱，截止收盘，沪指跌0.59%，收报3882.01点；深证成指跌2.13%，收报13794.29点；创业板指跌3.21%，收报3431.89点。

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    An inside view of the bank hall, decorated for marriage registration with balloons, flowers and a ceremonial oath podium. Photo: CCTV NewsChina's very first marriage registration office located inside a bank has opened in North China's Tianjin Municipality, offering couples yet another unconventional place to tie the knot as marriage registration across the country becomes more convenient, flexible and increasingly tailored to younger generations.
Tianjin's Hexi District civil affairs authority and the Hexi branch of Postal Savings Bank of China on August 6 jointly launched the Donghai Marriage Registration Office, making it Tianjin's first marriage registration site inside a bank and the first of its kind in the country, CCTV News reported on Thursday.
Unlike the usual image of couples heading to a government service hall to tie the knot, newlyweds can now walk into a bank branch and walk out with a marriage certificate. According to an early notice posted by the Hexi civil affairs authority on its official WeChat account, the service is currently available only for marriage registrations between Chinese mainland residents.
The new site welcomed its first couples on its opening day, with two pairs registering their marriages there. One newlywed couple said that the setting was "romantic and warm," adding that the experience gave the occasion a stronger sense of ceremony, CCTV News reported. 
Marriage registration has become increasingly convenient across China. On May 10, 2025, newly revised marriage registration regulations took effect, allowing mainland residents to register their marriages nationwide rather than only in places tied to their household registration. The change has made the process convenient particularly for people who live and work for long periods away from their registered hometowns, according to the CCTV report.  
Tianjin's bank-based registration office is only one example of how marriage registration is moving beyond traditional government service halls in China. Since nationwide marriage registration was introduced, cities and tourist attractions across China have been creating new "landmarks" for couples to obtain their marriage certificates, combining registration with travel, sightseeing and even music festivals.
At a marriage registration office in Hangzhou, East China's Zhejiang Province, couples can stroll past small bridges and waterways, explore a romance-themed garden and a corridor highlighting different wedding anniversaries, according to the report.  
At Sayram Lake in northwest China's Xinjiang Uygur Autonomous Region, couples can often be seen lining up for their marriage certificates against a backdrop of turquoise water and snow-capped mountains. Over the past year or so, the Sayram Lake marriage registration center has handled registrations for more than 10,000 couples, most of them visitors from outside the region, per CCTV News. 
On July 11, an even more unusual marriage registration site opened at Discoveryland Theme Park in Dalian, Northeast China's Liaoning Province. Couples can board the "Eye of Dalian" Ferris wheel and receive their marriage certificates about 100 meters above the ground.
Marriage registration has even found its way into music festivals.
According to Ningbo Evening News, 10 couples took to the stage at the 2025 Eastsea city Music Festival to hold a collective wedding ceremony surrounded by cheering festivalgoers. 
Data released by China's Ministry of Civil Affairs on Wednesday showed that 3.275 million couples registered their marriages nationwide in the first half of 2026.
Global Times 
。沪深京三市成交额达到2.02万亿，较上一交易日放量1291亿。
　　行业板块涨少跌多，贵金属、煤炭、保险、银行板块涨幅居前，生物制品、元件、医疗服务、机器人、航天装备、化学制药、玻璃玻纤板块跌幅居前。　　个股方面，上涨股票数量不足1500只，近50只股票涨停。黄金概念再度走强，白银有色、深中华A、湖南白银涨停；煤炭板块再度活跃，上海能源、大有能源涨停；农业板块全天强势，天山生物、登海种业涨停；航运板块逆势活跃，中谷物流、锦江航运涨停。

C | 下跌方面，算力硬件股大面积走弱，共进股份跌停，天孚通信跌超8%，中际旭创跌超7%。　　行业资金流向：10.02亿净流入工业金属　　行业资金方面，截至收盘，工业金属、贵金属、煤炭开采等净流入排名靠前，其中工业金属净流入10.02亿。　　净流出方面，半导体、通信设备、元件等净流出排名靠前，其中半导体净流出181.6亿元。　　今日要闻　　黄金、比特币起飞！美债危机正重燃“货币贬值交易”？　　美国财长贝森特旨在压低美国融资成本的干预，仅让长期美债收益率走低了不到一天。相比之下，更为持久的市场信号却在于——美元走弱，而黄金与比特币同步走高，进一步强化了年初由不断膨胀的美国财政赤字及政策走向隐忧所驱动的“货币贬值交易”叙事。　　募资额、净利润超长鑫科技！长江存储IPO获受理　　8月21日，上海证券交易所官网显示，长江存储控股股份有限公司科创板首次公开发行股票申请已正式获受理，公司拟募资330亿元，由中信证券、中信建投联合保荐。

D | 这一募资规模创下科创板开板以来最高纪录，标志着继长鑫科技之后，国产存储“双雄”即将会师科创板。

E | 　　加息大变数！美联储重磅表态临近！“AI总龙头”财报要来了　　沃什将于8月28日在杰克逊霍尔全球央行年会上发表讲话。美联储最青睐的通胀指标—7月PCE物价指数将于8月26日公布，或将直接影响市场对美联储的加息预期。另外，美股财报季也将迎来重头戏，全球“AI总龙头”英伟达将于北京时间8月27日凌晨披露财报，其业绩指引被视为AI资本开支周期的“终极验证”，全球“AI交易”可能会遭遇剧烈波动。　　突然变盘！“易中天”三大巨头集体下跌！重磅“新技术”曝光 影响多大？　　光模块迎来变数！分析人士认为，引发CPO大跌的导火索可能与“SK海力士宣布押注下一代CPO”有关。

F | 另外，英伟达开始量产，其合作伙伴名单也引发市场关注。不过，有券商认为，产业链核心受益环节为光模块、光芯片及衬底材料，中际旭创、新易盛、源杰科技等企业将优先承接技术红利。　　国资委召开中央企业6G未来产业推进会　　据国务院国资委官网，8月20日，国务院国资委召开中央企业6G未来产业推进会，落实党中央、国务院关于6G工作的部署要求，总结阶段进展成效，部署下阶段工作。国务院国资委党委委员、副主任李镇出席会议并讲话。科技部、工业和信息化部有关司局、北京市有关部门同志出席会议。　　机构观点　　申万宏源证券：反弹可能延续到9月下旬　　申万宏源证券认为，短期市场走势符合AI产业链重拾强势“四步走”推演。超跌反弹后，AI产业扰动再次出现，叠加了对美债收益率高企担忧，出现了二次探底行情。

G | 中短期判断不变，反弹可能延续到9月下旬，行稳致远政策发力，长中短期乐观预期可能集中发酵，这可能才是本轮反弹行情的高点。配置方面，9月反弹延续，结构选择重点是寻找在超跌反弹中，能够更大程度上修复跌幅的方向。AI链内部更加关注非机构重仓方向，国产算力链和AI小盘股“中期掩护短期”。

H | 另外，全球算力链中，景气向下拐点出现较晚，短期有新增催化的方向，也容易兑现高弹性，典型是存储和PCB，这些产业链也需挖掘新的算力通胀细分和新标的。　　方正证券：美财政部加大长债回购力度，贵金属逻辑持续增强　　方正证券研报称，美国财政部加大长债回购力度，弱化远端收益率上行动能，叠加美国经济数据疲软打压美联储加息预期及美元走强动能，金价顺势突破4600美元/盎司，贵金属权益市场颇具弹性。静待年内加息预期及美元走强逻辑进一步松动，带来贵金属权益市场的结构性机会；往后看，AI通胀和美国财政端有望继续创造黄金的利多环境，对后续的市场流动性保持乐观，并建议持续关注贵金属板块的高配置价值。　　中信证券：AI算力驱动散热升级，建议把握两条投资主线　　中信证券研报认为，AI算力需求增长与先进封装演进持续推升芯片功耗和热流密度，推动TIM向高导热、低热阻和高可靠性升级。AI服务器与新能源汽车将成为主要增量来源，预计全球TIM市场规模将由2025年的96.7亿元增至2030年的221.2亿元。海外厂商凭借配方积累、量产经验和客户认证占据中高端市场，国内企业正依托本土芯片、封测及终端产业链加快产品导入。建议把握两条投资主线：（1）芯片级TIM国产突破，关注德邦科技；（2）电子级有机硅材料升级及热管理应用拓展，关注润禾材料。

I | 　　华泰证券：布局盈利与筹码的“配置差”　　华泰证券研报称，当前A股或处于震荡再平衡阶段，前期强势方向的机构筹码尚未充分消化，制约主线继续扩张，但景气改善正向更多行业扩散，结构性机会仍有支撑。

J | 因此，配置上不宜继续追逐高拥挤品种，关注重点应转向具备“配置差”的细分方向。

K | 沿这一标准，1）AI链中，优先关注通信设备等股价与盈利预期匹配度仍相对合理的环节；其次可关注AI电力、半导体材料、半导体设备等景气有所改善的方向；此外，铜连接、MLCC等定价已相对均衡，需等待进一步催化；2）非科技领域中，可关注船舶、电池、工程机械和农业等存在景气边际改善但股价涨幅偏低的品种；3）弱美元更多是结构行情的外部催化，可关注盈利景气配合的铜、铝等工业金属及创新药；4）红利仍作为组合底仓，优先配置银行、交运，并可结合景气改善适度增配煤炭。　　招商证券：短期A股波动可能加大　　招商证券认为，长端美债利率上行反映了AI融资挤出、财政赤字和期限溢价抬升等结构性问题，美财政部回购只能缓解局部流动性压力；外部利率和地缘风险将压制短期风险偏好，使A股进入更重业绩、重结构的阶段。国内扩内需、“六张网”和地产政策正加速落地，但经济仍处于总量偏弱、新旧动能分化的K型格局，因此市场机会更集中于科技创新、高端装备出海及受益于政策落地的低估值方向。短期A股波动可能加大，配置上继续沿科技创新、制造出海、低估值政策发力三条线索均衡布局，重点关注电子、机械设备、电力设备、有色金属、煤炭等方向。

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