A股收評：節後首日走勢分化，創業板指一度跌逾3%，煤炭、有色集體大漲
今日滬深兩市大幅高開，開盤後指數快速回落，創業板指率先翻綠，盤中一度跌超3%。截至收盤，滬指全天收漲0.55%報3675.36點，深成指跌1.22%報15767.44點，創業板指跌2.74%報3320.14點，前十大成分股近乎全線下跌。兩市全天成交額逾1.08萬億，北上資金淨買入50.7億。
數據來源：Wind
整體看，市場情緒一般，賺錢效應較好，兩市個股漲多跌少。3585只個股上漲，其中133股漲停；517只個股跌，其中8股跌停。
盤面上，有色板塊指數大漲居前，為連續第四個交易日上漲，紫金礦業等20多股漲停；煤炭、鋼鐵、石油等板塊大漲靠前。白酒股跌幅居前，家電板塊重挫，食品飲料、醫藥等板塊下跌，相關板塊龍頭大跌，海天味業、美的集團跌8%，茅台跌5%。
具體來看：
受春節期間比特幣大漲突破5萬美元的影響，今日數字貨幣概念領漲大市，創識科技漲近35%，廣電運通、奧馬電器、富通信息、智度股份漲停，四方精創、銀之傑、飛天誠信等跟漲。
數據來源：同花順
煤炭股漲幅居前，安源煤能、山西焦煤、開灤股份等9股漲停，盤江股份、晉控煤業、神火股份等跟漲。華創證券研報稱，預計後市焦炭價格在現有開工率提升+新產能陸續釋放+需求放緩的背景下趨於拐點。焦煤總量不缺，但在進口煤受限+冬季物流受限的情況下主焦煤供給仍將偏緊。
數據來源：同花順
有色板塊今日表現強勢，華友鈷業、紫金礦業、天齊鋰業等21股漲停，廈門鎢業、興業礦業、盛屯礦業等跟漲。春節假日期間外圍銅期貨價格飆漲，創八年以來新高，紫金礦業港股春節假期大漲20%，在流動性寬鬆和經濟復甦的背景下，有色、石油等大宗商品價格大漲。
數據來源：同花順
半導體板塊走強，中芯國際漲超7%，立昂微、新潔能、大唐電信漲停，士蘭微、斯達半導、森工股份等跟漲。
數據來源：同花順
醫療器械板塊大跌，金域醫學跌停，英科醫療、艾德生物跌逾13%，心脈醫療、海爾生物、外胎生物等跟跌。
數據來源：同花順
白酒板塊跌幅居前，貴州茅台跌5%，瀘州老窖跌7%，洋河股份跌近5%，順鑫農業、水井坊、酒鬼酒等跟跌。春節前，繼全球持有茅台最多的基金――“美洲基金-歐洲亞太成長”基金後，瑞銀旗下基金減持茅台股票。
數據來源：同花順
資金流入方面，基本金屬板塊淨流入101億元，房地產、電腦硬件、半導體淨流入居前；酒類板塊流出45億元，生物科技、食品、電工電網淨流出居前。
數據來源：Wind
北向資金今日合計淨流入50.73億元，其中滬股通淨流入26.72億元，深股通淨流入24.02億元。
數據來源：Wind
中信證券明明等人在研報中指出，春節假期海外市場 “通脹交易”行情對國內債券市場不利。國內通脹回升、信貸投放高增、春節期間消費數據好於預期對債市不友好。但貨幣政策和資金面在春節後並非利空，短期貨幣政策操作或將再次引導同業存單利率迴歸MLF操作利率。短期內資金面預計將維持緊平衡，10年期國債收益率的合適區間或在3%-3.3%。
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