A股午評：創業板指跌近1%，數據中心概念股批量漲停，煤炭股集體走高
兩市主要指數漲跌不一，滬指午間收盤微漲0.01%，報3468點，深成指、創業板指弱勢震盪，分別跌0.36%、0.98%。兩市個股漲跌數接近五五開，半日成交額不足5000億，北上資金淨買入29.3億。
行業板塊漲跌參半，“東數西算”工程全面啟動，數據中心概念股批量漲停；醫藥股普漲，新冠藥概念大漲，新冠檢測概念股近乎全線上漲，雅本化學漲停；煤炭期貨繼續走強，煤炭股跟隨集體上漲，平煤股份等多股漲停；菏澤“降首付”，地產股普漲，黑牡丹漲停；邊緣計算、大數據、信創、基建股表現活躍。有機硅概念大跌，合盛硅業跌4.8%；鹽湖提鋰、新能源車、鋰電池、稀土等概念跌幅靠前。
煤炭股跟隨煤炭期貨大漲，平煤股份等股漲停。中泰證券認為，當前煤炭股迎來的比較好的投資時點。煤炭長期以來都屬於低估值、高股息的藍籌股，在經歷了2021年煤炭價格的暴漲暴跌之後，今年在政策調控下煤價的波動將大幅降低，波動區間也比較明確，煤企的盈利能力普遍較好，且更加穩定，前期大幅回調之後，估值普遍較低。仍然強調煤炭行業存量產能的價值，一定要重視。
數據中心概念大漲，數據港等十餘股漲停。消息面上，據國家發改委，全國一體化大數據中心體系完成總體佈局設計，“東數西算”工程正式全面啟動。 華泰證券認為，東數西算全面啟動，意味着數字基建迎來長期（技術）+中期（景氣）+短期（政策）三重邏輯共振。重點關注數據中心及其上游的服務器+光模塊，基站設備及其上游的PCB。
地產股普漲，金地集團漲4%。山東菏澤當地大行下調首套房付款比例至20%，首套房貸款利率由去年年末的5.95%下調至5.6%，二套房貸款利率由去年年末的6.14%下調至5.95%。
中信證券點評稱，當前各地房地產政策工具箱儲備仍較豐富，此次菏澤市調整“無房無貸”購房者的首付比例標誌着需求端政策優化的開啟，後續各地需求端政策有望依據銷售情況而“因城施策”推進，此外地產融資政策亦有調整優化空間。中信證券預計“新房銷售企穩→問題項目處置→房企融資能力恢復”有望在後續季度漸次出現。
國盛證券認為，當前創業板指初步結束前期單邊下行趨勢，出現積極信號。但同樣受制於兩市量能走低，側面反映增量資金匱乏，介入不足，後期主基調或以反覆鞏固為主。建議關注兩條主線：一是穩增長下的基建。二是環保方向，國務院決定自2022年起開展第三次全國土壤普查，土壤普查前和普查後都會帶動一輪土壤修復的需求。
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