一、指数环境

沪指+0.86%收3986.30,低开3926.53后单边走高,日线5连阳、收盘站上年线;深成指+0.44%,创业板+0.42%。成交2.13万亿放量293亿。涨3181/跌2218,涨停88/跌停13,炸板30封板率75%,晋级率44.44%。8月收官:沪指月涨4.02%、中证2000月涨超13%、个股中位数涨幅超6%。8月PMI49.8%较上月回升0.6个百分点,大型企业50.