A股收評：深V！滬指五連升，畜禽類領漲市場
2月19日，滬深各大指數早盤紛紛下挫，創業板一度重挫近4%，重演昨日行情：小盤股嗨、權重股大跌！直至午盤，各大指數開始觸底回升，權重股開始拉昇。截至收盤，滬指收漲0.57%，報3696.17點，迎五連漲。深證指收漲0.35%，報15823.11點，創業板收跌1.04%，K線呈十字星，報3285.53點。
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兩市成交量破萬億，上漲個股3627家、下跌僅僅495家，漲停144，跌停12。北上資金全天呈現淨流入，截至收盤淨流入95.53億。
從盤面來看，畜禽類領漲市場，農業表現兩眼，基建走強，中國中車漲停。水泥異動拉昇，上峯水泥、中材國際漲停，二胎概念受利好消息影響，現漲停潮。而石油、鋰電池、半導體、光伏走弱。
具體來看：
畜禽類領漲市場，大權重股牧原股份強勢大漲6.82%，盤中股價創歷史新高。民和股份、益生股份漲停、西部牧業、温氏股份、湘佳股份等個股漲超6%。
基建股走強，中國中車漲停，京滬高鐵漲超7%，其餘個股紛紛大漲。有機構稱，政策支持疊加人口城鎮化推進，十四五高鐵軌交等交通基建將保持較高景氣度。政策要求梳理明確市域鐵路三年開工項目計劃，建設總規模約6000公里，近期河南/江蘇/山東等多地密集披露交通基建規劃。
二胎概念現漲停潮，同時帶動乳業股大漲，高樂股份、起步股份、貝因美等超8只概念股漲停。乳業股當中新乳業、光明乳業等個股漲停。消息面上，衞健委稱東北地區可探索率先全面放開生育限制。
抱團大熱新能源回調明顯，隆基股份、通威股份、先導智能等個股紛紛大跌。
科創板方面，先惠技術、先來技術、美迪西等五隻科創板個股漲超10%，九號公司、華峯測控、綠的諧波跌幅居前。
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資金流向方面，農業、有色金屬、化工淨流入居前，電氣設備、汽車、食品等行業淨流出。
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北向資金方面，滬股通淨流入18.01億，深股通淨流入77.52億元，全天淨流入95.53億元。
圖片來源：東方財富
國盛證券表示，市場正處於機構調倉的窗口期，三大指數在創新高後有整固需求，若成交量維持在萬億水平，市場有望進入震盪格局，密切關注流動性變化是關鍵。操作上應重個股、輕指數，以前期錯殺的細分行業龍頭及低估績優股為大方向。關注數字貨幣、稀缺資源、化工等板塊持續性。對“十四五規劃”中關於科技創新的人工智能、量子信息、集成電路、生命健康、腦科學、生物育種、空天科技等給與關注。
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