今日消息不断。多家公司有重大动作，如24控拟购江苏奥易克斯98.43%股份、股票复牌；智明达获1.01亿元订单；宜宾纸业拟2.06亿元收购醋纤公司67%股权等。 要闻方面，央行将继续实施适度宽松货币政策，工信部称上半年我国集成电路设计收入同比增18.8%，八部门印发机械工业数字化转型方案等。 利好事件中，光伏硅片价格涨、RWA注册登记平台将上线等引发关注，各相关概念板块有对应受益股。 沪深两市公告丰富，铭普光磁、芯导科技等有股权收购计划，威胜信息中标项目，九号公司上半年净利润大增等。

• 股票名称["24控","智明达","宜宾纸业","北信源","世华科技","翰宇药业","智飞生物","金智科技","视源股份","茂硕电源","隆基绿能","海优新材","固德威","紫光国微","国投智能","恒生电子","领益智造","南方路机","金盘科技","合锻智能","王子新材","神思电子","金自天正","翔丰华","科森科技","能科科技","中控技术","西部黄金","山东黄金","铭普光磁","芯导科技","再升科技","苏州固锝","三安光电","巍华新材","得利斯","弘信电子","奥瑞金","威胜信息","雅本化学","中油工程","浙江建投","远东股份","安通控股","诺瓦星云","九号公司","海康威视","昂利康","深桑达A","北方长龙","可川科技","西藏旅游","易点天下","捷佳伟创","南方路机","珠江股份","利德曼","新恒汇","华建集团","川润股份","倍加洁","环球印务","横河精密","双良节能","天元智能"]
• 板块名称["光伏","RWA","机器人","可控核聚变","神经拟态类脑计算机","半固态电池汽车","机械工业数字化","黄金"]
• 利好事件、收购股权、订单中标
• 看多看空内容中多家公司发布了积极的公告，如收购股权、获得订单、签署合作协议、项目投资等，同时还有多个行业利好政策，这些都对A股市场有积极影响，所以看多。

8月4日股市好消息

和讯自选股写手

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