38只個股跌停！“女人的茅台”市值一度突破1100億元
今天早盤，白酒與銀行股普漲，但個股絕大多數下跌，兩市38只個股跌停，滬指午市收盤跌逾1%。個股走勢兩極分化逾演逾烈，讓普通投資者難以適從。
男人喝酒，女人醫美。今天，A股市場上醫美股和白酒股都漲瘋了。貴州茅台早盤站上2300元關口，漲超5%；“女人的茅台”——愛美客盤中最高觸及939.77元，市值一度突破1100億元。
此外，銀行和化工成為近期機構抱團新方向。招商銀行、平安銀行早盤創歷史新高；萬華化學持續走強，最新A股總市值突破4000億元。
今日早盤，北向資金的淨流入力度罕見大於南向資金。截至午盤，北向資金淨流入31.31億元，南向資金淨流入25.95億元。
“茅台們”逆勢新高
今日早盤，白酒板塊表現強勢，貴州茅台股價連續跨過2200元、2300元兩個關口，總市值已接達2.9萬億元。
同時醫療美容板塊早盤拉昇，朗姿股份、景峯醫藥拉昇漲停，悦心健康等跟漲。一直主攻中高端女裝市場的朗姿股份，在三季報中顯示，其醫美業務正在持續快速增長，併成功幫助公司扭虧為盈。自朗姿股份進軍醫美后，股價大漲。三季報披露時朗姿股份股價在9元左右，最新股價突破24元。
“女人的茅台”愛美客盤中再創歷史新高。自愛美客登陸創業板以來，在不到五個月的時間內，股價較發行價暴漲7倍有餘。
化工同樣是近期高景氣板塊。龍頭萬華化學早盤漲超4%，最高觸及130.4元，再創歷史新高。
銀行股表現強勢
早盤銀行板塊盤中拉昇，無錫銀行一度觸及漲停，郵儲銀行、成都銀行等跟漲。
昨日，在大盤指數震盪下跌時，銀行業指數逆勢上漲，全天表現強勢。今年以來，銀行業指數累計漲幅接近10%，大幅跑贏同期上證指數。平安銀行、招商銀行、興業銀行、寧波銀行等多家銀行在股價在年內創下歷史新高。
從機構資金、北向資金近期的動向來看，銀行板塊正是這些主力資金共同的加倉方向。2月3日的數據顯示，平安銀行、招商銀行成為北向資金成交前十大活躍個股。
今年1月，知名公募基金經理謝治宇大幅加倉興業銀行。連此前不好看銀行股的私募大佬林園，也加入搶籌隊伍。1月份上市交易的鵬華中證銀行指數型基金（LOF）公吿書顯示，林園旗下的林園投資133號私募證券投資基金持有份額2345萬份，佔1.71%。
近期銀行股受到追捧或許也受益於其良好的業績預期。中國銀河證券表示，宏觀經濟延續復甦態勢、貨幣政策正常化，利好銀行業資產質量、息差改善。上市銀行披露2020年業績預吿，部分銀行第四季度單季增速達30%以上，業績超預期，預計業績改善主要來自資產質量向好帶來的信用減值計提減少，基本面向好拐點進一步確認。
中金公司表示，銀行業是少數受益於流動性收緊的行業之一，重申全面看好銀行股表現。
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