A股午評：創業板指失守2700點挫逾3%，基建股活躍，嬰童概念股現漲停潮
三大指數低開低走，滬指再度失守3400點，創業板指跌破2700點，同深成指創此輪調整以來新低。截止午間收盤，滬指跌1.48%報3396點，深成指跌2.6%，創業板指跌3.4%報2654點。兩市1060股上漲，3456股下跌，半日成交額近6400億，北上資金淨賣出73億。
行業板塊普遍下跌，科技、大消費成下跌主力，資源、基建股表現相對較強。具體看，芯片、5G、消費電子等概念大跌靠前，韋爾股份跌5%、立訊精密跌4%；以白酒為首的大消費亦大跌，五糧液、瀘州老窖跌逾4%。受國際油價大漲刺激，石油股逆勢走強，中國石油漲逾2%；嬰童概念股現漲停潮，長江健康等十餘股漲停；基建股多數上漲，中工國際漲停；煤炭板塊高開低走，新冠藥、輔助生殖、黃金等概念活躍。
石油板塊逆勢上漲，中國石油漲超2%。消息面上，美、布原油期貨開盤漲超10%。其中布倫特原油一度拉昇20美元，最高至139美元/桶，WTI原油期貨突破130美元/桶。美國國務卿布林肯此前表示，美國方面正在討論禁運俄羅斯石油，此舉有可能使已經緊繃的石油市場加劇供應擔憂。伊朗核談判推遲也加劇了市場對於供給端的憂慮。
基建股活躍，中工國際漲停。中信證券研報指出，基建投資成為2022年政府穩增長基調下重要抓手，基建產業鏈基本面或將迎來積極變化，其中頭部建築央企有望成為基建主力軍，基本面改善下估值水平具備一定提升空間；同時水泥行業需求獲得支撐，良好格局使得企業全年盈利具備擴張基礎。
受期煤大漲帶動，煤炭股早間開盤大漲，但隨後持續回落，山西焦煤漲4%。國家發改委副主任胡祖才今日在國新辦新聞發佈會上表示，做好能源保供穩價工作，保障能源安全。重點是做好煤炭保供穩價工作。下一步我們將全面實施好這項重大改革，確保改革措施落地見效。完善煤炭產供儲銷體系，提升供需調節能力，保障產能合理充裕，強化市場預期管理，引導煤炭價格在合理區間運行，完善煤、電價格傳導機制，確保安全穩定供應。
東北證券認為，短期來看，外部衝擊仍在，但影響高點可能已現；經濟基本面預期好轉。穩增長政策導向提升分子端盈利預期，但流動性和風險偏好仍偏中性，短期市場延續震盪築底。行業配置上，關注穩增長相關的新、舊基建，軍費超預期的軍工，超跌後的新能源、半導體、醫藥，預期改善的大眾消費、TMT等。
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