早間覆盤：港A兩市漲跌不一，口罩、遠程辦公概念紛紛回落
今日，滬深兩市主要指數午間漲跌不一，滬指漲0.33%、深成指漲0.18%、創業板跌0.72%。盤面上，行業板塊輪動，家電板塊漲幅最大，美的集團漲4.78%、格力電器漲2.96%；鋼鐵板塊漲幅緊隨其後，安陽鋼鐵、八一鋼鐵漲超9%。白酒股集體上漲，老白乾酒、瀘州老窖漲逾4%，貴州茅台漲2.1%；無線耳機、消費電子、燃料電池等概念表現活躍。
港股方面，恆指高開高走。截止午間收盤，恆指上漲1.25%，報27583點。國指上漲1.56%，報10820點。主板半日成交634.72億港元。值得注意的是，市場傳言阿里巴巴被排除在港股通之外，盤中突然跳水超過2%，但不久後便收復跌幅，截止午間收盤，下跌僅0.35%。
A股市場，鋼鐵板塊表現造好。其中，安陽鋼鐵和八一鋼鐵均上漲超過9%，中信特鋼和凌鋼股份漲超6%，西寧特鋼、韶鋼松山、酒鋼宏興、柳鋼股份均漲超3%。
今日，白酒板塊異軍突起。其中，老白乾酒、金種子酒、湖州老窖均漲超4%，金徽酒、酒鬼酒、口子窖、貴州茅台均漲超2%。
今日，前期強勢的口罩概念股領跌大市。其中，欣龍控股、奧美醫療、南衞股份、陽普醫療、海王生物紛紛跌停，江南高纖、紅豆股份跌超7%，新綸科技、振德醫療跌超6%。
另外，遠程辦公板塊同樣遭遇回落。會場通訊、二六三紛紛跌停，恆信東方跌8.71%，致遠互聯、華平股份跌超6%，金山辦公、齊心集團、蘇州科達、億聯網絡紛紛跟跌。
科創板方面，表現也較為弱勢。其中，東方生物重挫10.25%，威勝信息跌9.7%，有方科技、航天宏圖、睿創微納均跌超7%。另外，今日剛上市的N賽特和N廣大均暴漲超過230%。
板塊資金流向方面，整體淨流出規模強於淨流入規模。今日主力資金流向最大的前三甲為軟件指數、農業指數、汽車零部件指數，主力淨流出額分別為24.62億元、14.55億元、14.13億元，銀行、酒類、保險板塊主力淨流入靠前，分別淨流入8.09億元、4.8億元、3.14億元。
個股資金流方面，二六三主力淨流出5.66億元。中國衞通、寧德時代分別淨流出5.4億元和5.23億元；泰達股份、貴州茅台、上海新陽流入暫靠前，分別為11億元、5.58億元和4.39億元。
港股行業板塊方面，食品添加劑、內房股、林業木材、LED、物業管理、餐飲等漲幅靠前，在線教育、航空物流、遊戲軟件等前期強勢板塊悉數遭遇回落。
恆指成份股方面，吉利汽車上漲6.13%，碧桂園、中國海外發展、萬洲國際均漲超3%，建設銀行、華潤置地、金沙中國、工商銀行均上漲超過2%。另外，蒙牛乳業、恆安國際、石藥集團、香港交易所等小幅下跌。
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