A股收評：創業板指重挫4.8%，“茅股”再遭殺跌
今日滬深三大指數早間低開後一路下行，滬指全天收跌2.05%報3503.49點，深成指跌3.46%報14416點，創業板指盤中重挫逾5%，收跌4.87%報2851.87點，創去年7月以來最大單日跌幅。大市成交額9720億元，北向資金淨流出73.69億元。
數據來源：Wind
整體看，市場情緒降至冰點，兩市個股跌多漲少。2794只個股下跌，其中21股跌停；1241只個股上漲，其80股漲停。
盤面上，題材板塊多數走弱，權重股集體大跌，小市值個股走強。茅台、中國中免、寧德時代、隆基股份等機構抱團股再遭殺跌，白酒、光伏、鋰電池、新能源車等題材概念重挫；昨日大漲的週期股走勢明顯分化，鋼鐵板塊領漲，包鋼股份漲超9%；有色板塊大跌，華友鈷業跌停；農機、碳中和、液燃氣等概念活躍，ST股強勢，*ST基礎等30多股漲停。
具體來看：
受國際油價持續大漲影響，石油板塊領漲大市，中曼石油、準油股份、惠博普、貝肯能源漲停，通源石油漲幅超10%，恆泰艾普、潛能恆信、石化油服等跟漲。消息面上，3日，石油輸出國組織（OPEC）部長級會議沒有就石油產量達成意見，會議將在4月6日重新召開。
數據來源：同花順
鋼鐵板塊強勢延續，新鋼股份、鞍鋼股份、包鋼股份漲停，盛德鑫泰漲超10%，方大特鋼、重慶鋼鐵、華菱鋼鐵等跟漲。邏輯上，主要受到“碳中和+供給側改革+低估值”的影響。
數據來源：同花順
農機概念繼續走強，一拖股份完成5連板，徵和工業、蘇常柴A漲停，吉鋒科技漲超11%，悦達投資、新研股份、德宏股份等跟漲。2月25日，農業農村部宣佈大力推進農業機械化實施新一輪農機購置補貼政策。
數據來源：同花順
今日兩會正式召開，碳中和概念繼續大漲，開爾新材、光一科技、中材節能、中鋼國際等漲停，晉控電力、華自科技、九州集團等跟漲。
數據來源：同花順
順週期板塊依然活躍，煤炭股漲幅居前，鄭州煤電漲停，*ST大洲、安源煤業、兗州煤業等跟漲。
數據來源：同花順
白酒股領跌大市，貴州茅台跌5%，五糧液跌6.66%，瀘州老窖跌7.55%，皇台酒業、酒鬼酒、大豪科技等跟跌。
數據來源：同花順
醫療器械板塊走弱，通策醫療、安圖生物跌停，愛美客跌近11%，美迪西、萬泰生物、愛爾眼科等跟跌。
數據來源：同花順
半導體板塊跌幅居前，韋爾股份跌7%，新潔能跌停，斯達半導、士蘭微、聖邦股份等跟跌。
數據來源：同花順
券商板塊表現低迷，東方財富、中金公司跌超5%，國盛金控、錦龍股份、華創陽安等跟跌。
數據來源：同花順
資金流入方面，鋼鐵板塊流入37.54億元，銀行、電力、建築淨流入居前；半導體板塊流出33.68億元，電子元器件、酒類、券商淨流出居前。
數據來源：Wind
北向資金今日合計淨流出73.69億元，其中滬股通淨流出22.18億元，深股通淨流出51.51億元。
數據來源：Wind
中原證券認為，一線抱團股能否真正止跌企穩，順週期行業能否持續走強都是未來股指能否有效企穩的必要條件。預計滬指短線小幅震盪的可能性較大，建議投資者短線關注環保工程、電力、鋼鐵、化工以及有色金屬等行業的投資機會，中線繼續關注低估值藍籌股的投資機會。
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