A股收評：深證成指升1.45%！近4500股上升，家電股全線走強
A股主要指數今日小幅上升，截至收盤，滬指升0.14%報2890點，深證成指升1.45%，創業板指升0.92%。近4500股上升，全天成交6061億元。
盤面上，“以舊換新”政策再加碼，汽車拆解、家用電器及汽車整車板塊大升，超越科技、中通客車等多股升停；商業航天概念再度活躍，騰達科技5連板；工業母機板塊走高，德恩精工升停；北斗導航、發電機概念及大飛機等板塊升幅居前。另外，DRG/DIP概念走低，萬達信息跌超6%；銀行板塊走弱，建設銀行領跌；光伏設備、ST概念及SPD概念等跌幅居前。
具體來看：
家電股全線走強，宏昌科技20cm升停，康盛股份、春光科技、海信家電、雪祺電氣、TCL智家、長虹美菱等多股10cm升停。
消息面上，國家發改委、財政部昨日發佈《關於加力支持大規模設備更新和消費品以舊換新的若干措施》，明確由國家發改委牽頭安排3000億元左右超長期特別國債資金，支持設備更新和消費品以舊換新。
商業航天概念掀升停潮，金明精機、霍萊沃、德恩精工、博亞精工、神開股份、泰爾股份、騰達科技等10股升停。
消息面上，“千帆星座”首批組網衞星發射儀式將於8月5日在太原舉行，首批衞星將以“一箭18星”升空入軌。中信建投研報指出，衞星互聯網可實現全球覆蓋，是星地融合網絡的重要組成部分，軍民領域應用前景光明，市場空間廣闊。
算力概念股拉昇，旋極信息升超7%，創意信息、亞信安全、美利雲升超6%，銅牛信息、海蘭信等跟升。
消息面上，國務院國資委科技創新局負責人方磊7月26日在國新辦新聞發佈會上表示，下一步，國務院國資委將加快推動以應用示範牽引人工智能產業發展，提出有序推進智算中心和算力調度運營平台建設，做強智算能力供給，更好服務中小企業。
券商股拉昇，錦龍股份觸及升停5天4板，浙商證券升超5%，華創雲信、方正證券、東興證券等跟升。
東興證券研報認為，資本市場改革節奏和宏觀經濟復甦趨勢將成為主導券商價值迴歸的核心因素，業務模式創新將為券商盈利增長開啟想象空間。整體上看，併購重組仍是行業年內主線，更加看好行業內頭部機構在中長期創新發展模式和外延式併購趨勢下的機會。
銀行股震盪走低，建設銀行、浦發銀行、郵儲銀行、工商銀行跌超2%，中信銀行、光大銀行等跟跌。
光伏設備板塊回調，ST聆達跌超9%，艾羅能源跌超6%，昱能科技、禾邁股份跌超5%，安彩高科、中信博等跟跌。
渤海證券認為，市場短期正在夯實底部，在基本面對市場支撐力不足的背景下，關鍵還看政策的變化及落地節奏。從時間節點上看，目前正臨近政治局會議，且周初央行已通過降息表達穩增長的訴求。
展望來看，如果關鍵會議傳遞出穩增長加力的信號，則市場在政策推動下，將存在企穩反彈機會。反之，如果市場仍主要被基本面變化所驅動，則行情將延續底部夯實過程，並在縮量中完成底部的構築。
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