A股午評：數字貨幣概念大漲，鋰礦、磷化工概念強勁
三大指數漲跌不一，滬指午間收跌0.14%報3446點，深成指跌0.32%，創業板指漲0.11%。兩市1397股上漲，3124股下跌，半日成交額6080億，北上資金淨賣出3.5億。
題材概念整體表現低迷，裝配式建築、工業母機概念跌幅居前；東數西算概念盤中重挫，經濟日報文章指警惕炒作東數西算；元宇宙、嬰童、虛擬現實等概念跌幅靠前。經濟日報文章指央行數字貨幣未來可期，數字貨幣概念逆勢大漲，海聯金匯等多股漲停；國際油價大漲，油氣概念股跟隨走強，中海油服漲4%；俄烏衝突帶來金屬供應風險，有色金屬股多數上漲，洛陽鉬業漲5%；鈦白粉概念午前快速拉昇，磷化工、航運、有機硅、鋰礦等概念活躍。
數字貨幣概念大漲，海聯金匯漲停。經濟日報文章指出，數字貨幣正成為全球金融發展的大趨勢。對於中國而言，未來數字人民幣發展可以大力發揮國家背書、央行發行等核心競爭優勢，探索易使用、可持續、廣連接的支付渠道，推動更大規模的落地，賦能實體經濟高質量發展，同時開展跨境支付和國際合作試點，積極向外尋求合作伙伴，多措並舉加快人民幣國際化步伐。
有色板塊漲幅靠前，中礦資源漲停。俄羅斯是全球金屬資源供應大國，2021年其鋁產量370萬噸，佔比6%，鎳產量25萬噸，佔比10%，鈀產量82噸，佔比43%。俄烏衝突帶來金屬供應收緊風險，年初以來鋁鎳鈀價格分別上漲20%、17%和30%，機構普遍認為未來價格有望繼續上行。
油氣股強勁，中油工程漲5%。消息面上，烏克蘭局勢促使國際原油價格今日盤初再度飆升，布油再度突破100美元，現漲3.7%。高盛更是將1個月布倫特原油價格預測從95美元/桶上調至115美元/桶。
東數西算概念跌幅靠前，貴廣網絡跌9.8%。經濟日報26日發表評論表示，“東數西算”工程正式全面啟動，資本市場聞風而動，要警惕有人藉着“東數西算”的旗幟蹭熱點、炒概念甚至進行利益輸送。部分企業明顯含“數”不夠、“算”量不足，當前業務基礎並不足以支撐相關股價的大幅上漲。
東北證券指，今年3月影響市場最重要的因素是海外流動性收緊和國內經濟數據能否企穩回升。分子端盈利預期和微觀資金面可能改善，但海外流動性和風險偏好仍然較弱，3月市場繼續震盪築底。3月行業配置轉向均衡，建議關注超跌後的新能源、半導體、醫藥，政策導向的新舊基建、大眾消費、TMT，日曆效應下的地產、食品飲料。
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