A股收評：三大指數衝高回落，白酒爆發行情捲土重來
今日，滬深兩市衝高回落，指數盤中在白酒、光伏、軍工等抱團板塊帶動下震盪走強，創業板突破3400點，且於午後達到日內最大漲逾2%後跳水翻綠，最終收跌0.09%報3355點；盤中曾漲0.8%的滬指午後亦翻綠，最終收漲0.48%報3624.24點；深成指漲0.52%報15710.19點。盤面上，兩市逾3000股下跌，全天成交額逾1.2萬億，北上資金淨買入19.3億。
抱團板塊分化，白酒股全天強勢，瀘州老窖等多股漲停，茅台漲4.5%再創新高；光伏概念午後走弱，隆基、通威股份等核心標的收綠；軍工概念午後同樣回落，但核心標的依舊強勢；種業概念臨近收盤直線拉昇，工業互聯、充電樁、鋰電池等概念活躍。互聯網、元器件、家居等板塊跌幅靠前。
白酒行情捲土重來。其中，古井貢酒、瀘州老窖、洋河股份強勢漲停，今世緣、酒鬼酒均大漲超8%，五糧液、口子窖紛紛大漲超6%，股王貴州茅台大漲4.57%，再創歷史新高。
消息面上，近日，隨着各地“十四五”規劃或建議陸續出爐，白酒相關產業發展規劃也逐漸浮出水面。貴州省遵義市1月22日“十四五”規劃建議，以茅台酒為引領，加快培育一批百億產值、千億市值的白酒企業，打造以茅台集團為航母的世界醬香型白酒企業艦隊，壯大白酒產業集羣。
食品股同樣表現強勢。其中，金龍魚再度大漲7%，逼近前期創下的歷史高位。另外，伊利股份大漲超6%，妙可藍多，中炬高新、雙匯發展、恰恰食品、海天味業紛紛大漲。
科技股呈現普跌狀態，光模塊跌幅更甚。其中，中際旭創暴跌超6%，博創科技大跌超5%，華工科技、新易盛、通宇通訊、天孚通信均紛紛下跌。另外，蘋果產業鏈個股跌勢明顯，其中歐菲光再跌6.4%，立訊精密大跌4%，盤中一度跌超9%。
消息面上，1月24號，立訊精密發佈公吿稱，本次337調查對公司目前的生產，經營不會造成實質性影響。但從今天開盤時股價表現來看，投資者對美國打壓還是相當敏感。除此之外，公募基金的減倉也是股價疲軟的原因之一。
5G板塊同樣疲軟，5GETF再度下跌近2%。其中，移為通信暴跌14.4%，共進股份、麥捷科技、烽火科技、創意信息均暴跌超5%，碩貝德、飛榮達均大跌超4%，春興精工、東山精密均暴跌超3%。
科創板方面，221家上市企業，144家企業上漲。其中，N聚石大漲42.8%，先惠技術大漲20%，明微電子、鉑力特、固德威均大漲超12%。另外，天能股份、杭可科技、孚能科技均大跌超7%，海目星、佳華科技均跌超5%。
北向資金全天大幅淨流入19.3億元，其中滬股通淨流入16.27億元，深股通淨流入3.04億元。今年以來，北上資金累計流入超過486.25億元。
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