格隆汇5月30日｜A股主要指数涨跌不一，截至午间收盘，沪指跌0.12%报3107.18点，深证成指跌0.08%，创业板指涨0.14%。超2000股上涨，两市半日成交4414亿元。

盘面上，存储芯片概念持续拉升，西测测试、万润科技(002654)、上海贝岭(600171)涨停金石通策略，高盛预计全球HBM市场规模将在2023-2026年期间以约100%的复合年增长率增长；商业航天板块再度走高，陕西华达涨超19%，航天晨光(600501)、神开股份(002278)、天箭科技涨停；光伏板块走高，硅料方向领涨，海源复材(002529)2连板，国务院印发《2024—2025年节能降碳行动方案》，重点任务中提到合理布局硅、锂、镁等行业新增产能；汽车服务、半导体、国防军工等板块涨幅居前。

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