{"code":20000,"message":"OK","data":{"asset_tags":null,"audio":{"title":""},"audio_info":{"uri":"https://wpimg-wscn.awtmt.com/1992c18c-9451-4d3a-b055-a056e3a8c829.mp3","start_time":"0.000000","duration":"192.096000","size":"576333"},"audio_uri":"https://wpimg-wscn.awtmt.com/1992c18c-9451-4d3a-b055-a056e3a8c829.mp3","author":{"article_count":2762,"author_kind":"default","avatar":"https://wpimg-wscn.awtmt.com/4ba83ee9-59e3-40a2-ab18-7df0fb3d3412","bio":"","display_name":"韩旭阳","editor_choice_articles":[],"followers_count":3738,"id":120000004471,"is_followed":false,"uri":"https://wallstreetcn.com/authors/120000004471"},"categories":[{"key":"global","name":"见闻首页"},{"key":"wscn-platform","name":"见闻"}],"columns":[],"comment_count":0,"comment_disabled":false,"content":"\u003cp\u003e7月5日周三，A股三大指数开盘涨跌不一，沪指缩量震荡调整，深成指、创业板指尾盘均跌超1%。\u003c/p\u003e\n\u003cp\u003e截止收盘沪指跌0.69%，深成指跌0.91%，创业板指跌0.91%。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/906969ce-56dc-4187-a908-d27643630c90.png\" data-wscntype=\"image\" data-wscnh=\"264\" data-wscnw=\"586\" /\u003e\u003c/p\u003e\n\u003cp\u003e盘面上，稀土永磁、有色金属、白银、铁矿石等板块涨幅居前，减速器、船舶、一体化压铸、英伟达概念等跌幅居前。\u003c/p\u003e\n\u003cp\u003e个股跌多涨少，两市共1291只个股上涨，34只个股涨停，3508只个股下跌，7只个股跌停。今日成交8678亿元。\u003c/p\u003e\n\u003cp\u003e以每日额度余额口径，北向资金截至A股收盘净流出15亿元；以买卖成交额口径，北向资金净卖出40亿元。\u003c/p\u003e\n\u003ch2\u003e小金属板块走强\u003c/h2\u003e\n\u003cp\u003e小金属、稀土永磁板块大涨，云南锗业2连板，银河磁体、中科磁业20cm涨停，驰宏锌锗、东方钽业、中国稀土、罗平锌电等涨停，龙磁科技、大地熊涨超10%。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/c86e4485-ff87-4909-8a06-0da7fea5315f.png\" data-wscntype=\"image\" data-wscnh=\"277\" data-wscnw=\"517\" /\u003e\u003c/p\u003e\n\u003cp\u003e7月3日，中国商务部和海关总署发布公告，决定对镓、锗相关物项实施出口管制，自2023年8月1日起正式实施。\u003c/p\u003e\n\u003cp\u003e镓和锗作为极为重要的稀缺战略资源，广泛应用于卫星通信、太阳能电池、半导体和人工智能等科技前沿领域。目前这两种稀有金属均被美国列为35种关键矿产目录，也被欧盟列入61种关键原材料目录。\u003c/p\u003e\n\u003cp\u003e而中国一直以来在全球稀有金属产业中扮演重要角色，不但储量丰富，且是全球供应大国。从产量来看，中国产量占比全球镓产量最高，截止 2021年，占比全球镓产量已超90%；中国还是全球锗资源储量和消费大国。\u003c/p\u003e\n\u003ch2\u003e电力板块拉升\u003c/h2\u003e\n\u003cp\u003e电力板块拉升，世茂能源、大连热电涨停，杭州热电、恒盛能源、宁波能源等跟涨。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/6fda392b-eed8-44a8-afd0-6161a90f5c62.png\" data-wscntype=\"image\" data-wscnh=\"275\" data-wscnw=\"517\" /\u003e\u003c/p\u003e\n\u003ch2\u003e固态电池概念股冲高\u003c/h2\u003e\n\u003cp\u003e固态电池概念股冲高，金龙羽触及涨停，中自科技、上海洗霸、紫建电子、珠海冠宇、丰元股份等跟涨。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/83b38240-6c61-4388-b580-4b16bc53fbb4.png\" data-wscntype=\"image\" data-wscnh=\"277\" data-wscnw=\"521\" /\u003e\u003c/p\u003e\n\u003ch2\u003e机器人概念股调整\u003c/h2\u003e\n\u003cp\u003e机器人、减速器概念股迎来调整，南方精工、襄阳轴承跌停，昊志机电、优德精密跌超10%，新时达、巨轮智能、光洋股份等纷纷跟跌。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/601d1cd3-8380-45b0-9fb3-337bfc15e13c.png\" data-wscntype=\"image\" data-wscnh=\"277\" data-wscnw=\"520\" /\u003e\u003c/p\u003e\n\u003ch2\u003e半导体板块下挫\u003c/h2\u003e\n\u003cp\u003e半导体板块下挫，拓荆科技、微导纳米跌超10%。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/7ff19e53-39fe-491c-8e3b-d7a22aa66c4c.png\" data-wscntype=\"image\" data-wscnh=\"277\" data-wscnw=\"520\" /\u003e\u003c/p\u003e\n\u003ch2\u003e消费股跳水\u003c/h2\u003e\n\u003cp\u003e白酒、食品饮料等消费股跳水，绝味食品跌停，巨星农牧跌超6%，伊力特、顺鑫农业、金种子酒、莲花健康、黑芝麻、甘源食品、盐津铺子等跟跌。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/4ddfb055-f407-4868-b5c5-1ed8839b2303.png\" data-wscntype=\"image\" data-wscnh=\"273\" data-wscnw=\"522\" /\u003e\u003c/p\u003e\n\u003ch2\u003e数据要素概念股冲高回落\u003c/h2\u003e\n\u003cp\u003e国资云、数据要素概念股冲高，铜牛信息一度大涨8%，深桑达A、易华录、太极股份、美利云等纷纷走强。\u003c/p\u003e\n\u003cp\u003e收盘时板块冲高回落，鸿泉物联、中科信息跌超6%，神州信息、拓尔思、东软集团等多股纷纷走低。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/4cb25c0f-a136-4c63-a324-fa91677831e1.png\" data-wscntype=\"image\" data-wscnh=\"278\" data-wscnw=\"518\" /\u003e\u003c/p\u003e\n\u003cp\u003e消息面上，北京市日前印发《关于更好发挥数据要素作用进一步加快发展数字经济的实施意见》，力争到2030年，北京市数据要素市场规模达到2000亿元。\u003c/p\u003e\u003cdiv style=\"color: #666; 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