市场概况
周四，今天早盘三大股指集体高开，随后以券商、银行和保险为首的大金融板块全线走强，各大指数涨幅一度达2%，个股也呈现普涨态势。午后市场热度逐渐降温，板块轮动加速，部分高位科技股出现回调，大盘涨幅逐渐收窄，成交量明显放大。从板块指数方面看，券商、保险和PCB等板块涨幅居前，仅水泥、钛白粉和粤港澳等板块逆市下跌。截止收盘，沪指涨0.96%，报收2985点；深成指涨0.86%，报收9783点；创业板指涨1.18%，报收1689点。盘面上看，非银金融、计算机和通信板块涨幅居前，家电和煤炭板块跌幅居前。
消息面
- 商务部办公厅印发《推动步行街改造提升工作方案》，目标利用3年左右的时间，在直辖市、省会城市、计划单列市重点培育30-50条环境优美、商业繁华、文化浓厚、管理规范的全国示范步行街。步行街客流量和营业额累计增长30%以上。（财联社）
- 商务部发言人高峰在5日举行的例行新闻发布会上表示，目前商务部正在深入开展相关调研，广泛征求汽车行业企业的意见，将会同有关部门研究并适时出台有针对性的政策措施，支持汽车产业高质量发展。（财联社）
- 商务部新闻发言人高峰5日在例行新闻发布会上表示，当前国内猪肉市场供应总体是有保障的。商务部将密切跟踪市场动态，会同相关部门适时投放中央储备冻猪肉和牛羊肉，增加肉类市场供应。同时，指导产销区建立稳定的购销协作关系，促进区域间产销衔接，畅通肉类供应渠道。此外，商务部还将按照市场化的原则，继续鼓励扩大猪肉进口。（中证网）
- 商务部新闻发言人高峰在9月5日举行的新闻发布会上表示，将力争在10月初于美国华盛顿举行的第十三轮中美经贸高级别磋商中取得实质性进展。（环球网）
交易点评
今日大盘重返牛熊分界线之上，量价齐升，资金流入迹象明显，后市有望继续上攻。
资金流向
行业板块资金流向方面，资金流出居前的板块为电子信息、金融和电子器件行业，资金流出居前的板块是水泥、酒店旅游和建筑建材行业。
沪股通及深股通方面，沪股通资金净流入57.13亿元，当日余额462.87亿元；深股通资金净流入39.72元，当日余额480.28亿元。
截至收盘
| 开盘 | 收盘 | 涨跌幅% | 成交额（亿元） | |
| 沪指 | 2972.66 | 2985.86 | 0.96 | 3402.01 |
| 深成指 | 9125.27 | 9783.50 | 0.86 | 4573.00 |
| 沪深300 | 3909.21 | 3925.32 | 1.01 | 2446.81 |
| 创业板 | 1682.44 | 1689.05 | 1.18 | 1528.01 |
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