A股午評：深成指、創業板指跌1.6%，兩市個股上漲不足700只
三大指數弱勢震盪，滬指午間收跌1.36%報3443點，深成指跌1.6%，創業板指跌1.6%。兩市僅686股上漲，半日成交額6400億，北上資金淨賣出88億。
題材概念整體表現低迷，白酒、醫藥等消費板塊大跌，茅台、五糧液跌逾3%，恆瑞醫藥、藥明康德跌約2%；基建股大幅走低，中字頭股普跌，中國交建跌5%；多家大廠申請元宇宙商標均被駁回，元宇宙概念股大跌，中青寶跌7%；金融股普遍下跌。培育鑽石概念逆勢大漲，中兵紅箭漲5%；東數西算概念股走勢分化，仍有浙大網新等十餘股漲停；鋰礦股強勢，雅化集團料一季度業績大增，股價一字板漲停；受俄烏局勢影響，黃金、石油股表現活躍，山東黃金、中金黃金漲2%。
東數西算概念繼續走強，浙大網新等股漲停。中金公司研報認為，東數西算是我國發展數字經濟的重要基礎，預測未來5年或將帶動每年千億元投資規模。西算將拉動適度先行的數據中心土建、機房配套設施、綠電等需求，其次隨着下游需求起量，服務器等數通設備上架；中長期角度，東數將驅動東部IDC競爭格局優化、穩定盈利水平，東西數據流轉的過程中也將出現新的雲上業務機會。
鋰礦股大漲，西藏珠峯、雅化集團漲停。雅化集團預計2022年一季度歸屬於上市公司股東的淨利潤9億元-12億元，同比增長1053.67%-1438.22%；扣除非經常性損益後的淨利潤8.94億元-11.94億元，上年同期為盈利7242.41萬元。
培育鑽石概念大漲，中兵紅箭漲5%。今年一月，全球最大的鑽石開採供應商戴比爾斯在2022年的第一場交易會中將原鑽價格上調了約8%。這是自去年12月以來戴比爾斯第5次上調價格，這也導致了1月份以來國際成品鑽石價格的大幅上漲。業內人士表示，國際鑽石報價數次上漲，讓國內鑽石企業對未來鑽石價格上漲產生了較大預期。
俄烏局勢緊張，推動國際油價走高持續走高，進而帶動A股石油股集體逆勢走強。其中，首華燃氣漲7.6%、和順石油漲6.6%，國際實業漲5%、中國石油漲約2%。截至目前，WTI原油期貨大漲3%，布倫特原油漲1.5%。
國盛證券指出，近期受外圍市場擾動等因素影響，A股市場量能始終無法有效放大，存量博弈下的結構性行情特徵明顯，短期小幅震盪整理的概率較大，而趨勢性的投資機會仍有待政策面和資金面的持續性改善。操作上，宜多看少動，以低吸為主，把握傳統基建、新能源、數字經濟等板塊的佈局時機，或為當前行情下不錯的選擇。
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