A股收評：創業板指一度漲逾2%，軍工、光刻膠領漲大市
連續多日低迷之後，今日大市行情有所好轉，創業板指一度漲超2%。截至收市，三大指數均上漲，上證指數收漲0.21%報3224點，深成指漲1.1%報12900點，創業板漲1.67%報2563點。兩市成交總額5450億元，繼續維持低位。
數據來源：Wind
整體上來看，市場節前效應明顯，資金觀望氛圍仍然濃厚，賺錢效應較好，兩市個股漲多跌少，2631只個股上漲，其中29股漲停；1148只個股下跌，其中23股跌停。
盤面上，軍工股大幅反彈，晨曦航空等多股漲停；晶瑞股份擬進口光刻機設備，刺激光刻機概念大漲；芯片概念全天強勢，豬肉、鋰電池、國產軟件等概念漲幅靠前；生物疫苗板塊早盤弱勢，盤中持續回暖，未名醫藥尾盤封板。
具體來看：
國防軍工板塊強勢領漲，中船應急、晨曦航空封板，新餘國科、江龍船艇尾盤漲停，漲幅均20%，安達維爾、捷強裝備、瑞特股份等跟漲。
數據來源：同花順
受晶瑞股份擬進口光刻機設備的消息影響，光刻膠板塊集體走強。晶瑞股份早盤封板，飛凱材料、揚帆新材漲超8%，廣信材料、賽微電子、光華科技等跟漲。
數據來源：同花順
賽馬概念今日強勢拉昇，羅牛山、海南瑞澤先後漲停，海南橡膠、*ST海創、鴻博股份等跟漲。消息面上，農業農村部辦公廳、國家體育總局辦公廳印發《全國馬產業發展規劃》，研究制定全國速度賽馬賽事標準和賽馬運動發展規劃。
數據來源：同花順
芯片概念全天走強，截至收盤，怡達股份、芯海科技、龍騰光電漲超10%，新潔能、立昂微開盤封板，振芯科技、宏達電子、深科技等跟漲。
數據來源：同花順
註冊制次新股今日領跌大市，山科、蒙泰高新、松原跌超10%，大宏利、穩健醫療、康泰醫學等跟跌。
數據來源：同花順
銀行板塊打跌幅居前，平安銀行跌超3%，招商銀行、寧波銀行、常熟銀行等跟跌。消息面上，有業內人士表示，監管機構近期要求大型商業銀行壓降、控制個人住房按揭貸款等房地產貸款規模。
數據來源：同花順
資金流向方面，航天軍工、電子元器件、半導體淨流入居前，其中航天軍工淨流入26.11億元；銀行、酒類、航空淨流出居前。
數據來源：Wind
北向資金淨流入今日合計流出9394萬元，其中滬股通淨流出27.84億元，深股通淨流入26.9億元。
數據來源：Wind
中信證券表示，強化對順週期和高彈性品種的配置，繼續聚焦三條主線：受益於弱美元、商品/能源漲價和全球經濟預期修復的週期板塊；受益於經濟復甦和消費回暖的可選消費品種；絕對估值低且已經相對充分消化利空因素的金融板塊。另外，可以開始配置調整已基本到位的科技龍頭。佈局可能受益於“十四五”規劃的主線。
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