A股午評：創業板指漲2%、科創50指數漲近3.7%，科技股大漲
兩市主要指數震盪拉昇，滬指午間收漲0.55%報3476點，深成指漲1.3%，創業板指漲2.01%，科創50指數漲3.68%。兩市3440股上漲，市場情緒及賺錢效應好轉，半日成交額6390億，北上資金淨買入19.4億。
題材概念多點開花，科技股大放異彩，半導體板塊暴漲帶強芯片概念，北方華創等多股漲停；新能源股強勁，光伏、智能電網等相關題材大漲，鋰電池概念股普漲；東數西算概念再度走強，依米康連續四個20CM漲停；鄉村振興概念高開低走，氮化鎵、軍工、新冠藥、新能源車等概念大漲靠前。
半導體板塊暴漲，北方華創漲停。根據IC Insights一月份半導體行業速報，隨着2021年經濟反彈，全球收入增長25%，預計2022年的半導體總銷售額將再增長11%，達到6806億美元的新紀錄。全球集成電路收入預計將在2022年增長11%，達到5651億美元的歷史新高。而半導體市場的其餘部分預計將增長11%，達到1155 億美元新紀錄，包括光電子器件、傳感器/執行器和分立器件(統稱為OSD器件)。
軍工股低位反彈，相關個股普遍上漲。中信建投研報指出，2022年初以來，中證軍工指數快速下跌了近20%，板塊估值得到了充分消化，高性價比更加凸顯。目前軍工板塊整體PE為56倍，處於歷史低位，具備更高的投資性價比，建議堅定加大配置比例，板塊有望在經歷最後的震盪築底階段後重拾升勢。
東數西算再度走強，依米康再度漲停。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。
國盛證券研報認為，兩市指數前期調整風險釋放較為充分，短期已進入橫盤震盪階段，需時間換空間，量能雖然不足，但是是市場震盪築底的特徵之一，耐心等待市場不確定減少，同時重塑做多預期，或將迎來一波反彈行情。操作上，當前只要指數不再創新低，維持區間震盪格局，就可積極關注市場熱點，把握板塊輪動節奏，控制倉位謹慎做多。可重點關注東數西算概念、基建、鹽湖提鋰、鄉村振興等板塊機會。
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