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8月30日【盘前】1万亿资金回流中国；央妈公开市场买4000亿特别国债；银行业绩增速、股息率；中国太保业绩超预期；干细胞；鹏辉能源；AI游戏；光刻机；华为业绩【折叠屏；智能穿戴；华为数字能源；光伏；半年报；钛合金；果链：iPhone16的增量；消费电子】
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