A股收評：三大指數衝高回落，科技股強勢拉昇，白酒領跌大市
今日指數早盤震盪下行，受白酒、醫藥等板塊拖累均跌1%。午後，科技股拉昇，帶動市場回暖，創業板指盤中漲逾1%、科創50指數漲逾3%。截至收市，上證指數跌0.41%，深成指漲0.03%，創業板指漲0.1%。
數據來源：Wind
整體上來看，市場依舊以觀望為主，賺錢效應一般，成交量繼續維持在低位，兩市個股漲多跌少，1982只個股上漲，其中44股漲停。1806只個股下跌，其中7股跌停。
盤面上看，科技股明顯回暖，第三代半導體板塊拉昇大漲，並帶動氟化工、軟件等板塊活躍；科創次新股維持強勢，汽車、燃料電池等板塊走高，白酒概念則全天弱勢，註冊制次新股跳水。
具體來看：
科創次新股維持強勢，領漲大市。龍騰光電、神州細胞、慧辰資訊、先惠技術等6股漲停，埃夫特、海目星、力合微等跟漲。
數據來源：同花順
光刻機概念全天強勢，廣信材料、奧普光電漲停，強力新材漲超10%，飛凱材料、同益股份、高盟新材等跟漲。
數據來源：同花順
消息面上，昨日中科院院長白春禮在中國科學院“率先行動”計劃第一階段實施進展發佈會上表示：面臨美國對中國高科技產業的打壓，我們希望在這方面能做一些工作。我們把美國“卡脖子”的清單變成我們科研任務清單進行佈局，比如航空輪胎、軸承鋼、光刻機，還有一些關鍵的核心技術、關鍵原材料等，我們爭取將來在第二期，聚焦在國家最關注的重大的領域，集中我們全院的力量來做。
半導體板塊午後強勢拉昇，尾盤有所回落。截止收市，易事特漲停，晶盛機電、乾照光電、台基股份漲超7%，智光電氣、捷捷微電、廣東甘化等跟漲。
數據來源：同花順
汽車板塊延續近期強勢，漲幅居前，比亞迪漲停再創新高，報115.94元，成交額67.07億元，總市值3163億元。廣汽、中通客車、長城汽車、*ST眾泰漲逾5%，其他個股紛紛跟漲。
數據來源：同花順
白酒板塊今日全天走弱，山西汾酒跌近5%，酒鬼酒、貴州茅台、伊力特等跟跌。其中，貴州茅台首次發債150億元、跨界接盤貴州高速引發市場熱議，全天資金淨流出16.3億元居兩市榜首。
數據來源：同花順
註冊制次新股午後大幅跳水，龍利得、盛德鑫泰炸板，卡倍億、迦南智能、海昌新材、歐陸通、藍盾光電等從高點回落近10%。截至收市，C華業、C愛克跌超14%，康泰醫學、大宏立、金春股份等跟跌。
數據來源：同花順
資金流向方面，半導體、汽車、電子元器件淨流入居前，均超過20億元；酒類、券商、貴金屬淨流出居前。
數據來源：Wind
北向資金淨流入今日合計流入4.39億元，其中滬股通淨流出23.23億元，深股通淨流入27.62億元。
數據來源：Wind
招商銀行認為，A股短期疲弱，更多是市場在高估值環境下的定價再平衡體現。從行業估值分位數來看，當前熱門行業基本都處於自身歷史極高水平，以食品飲料、休閒服務、醫藥生物等為代表。站在現在時點上，配置該類熱門行業或不具備明顯性價比，且將承擔高估值下的高波動風險，建議可關注估值相對均衡的行業，以機械設備、輕工製造、建築材料等週期行業為代表。
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