位置：中游情绪：利空参考度：1/10
市场行情整体走弱，各板块表现分化
市场全天呈现震荡走弱态势，三大指数集体收跌。量能大幅萎缩，沪深两市成交额2.32万亿，较上一交易日缩量8113亿。截至收盘，沪指跌0.30%，深成指跌0.04%，创业板指跌0.16% 。
板块表现呈现不同特征
从板块来看，芯片产业链强者恒强。光刻机板块领涨，凯美特气、永新光学涨停，波长光电创历史新高。机构研报指出，光刻机技术是先进制程量产基石，购置成本高，中国需求强劲，后续可关注产业链优质厂商机会。但需注意，该方向已连续三日走强，下周增量资金承接是关键，若市场缩量调整，或面临分化。
旅游板块震荡拉升，云南旅游、桂林旅游等多股涨停。商务部等九部门联合印发政策措施提振消费，促进转型升级。东方财富证券研报显示，2025年国庆中秋出行搜索量提升，出游产品预订量超去年和前年，资金流入，后续留意消费方向扩散。
光通信概念反复走强，腾景科技涨超10%再创历史新高，长飞光纤等涨停。LightCounting预测未来五年OCS出货量攀升，中信证券认为其技术优势明显，建议关注全产..
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