A股午評：三大指數跌1%，鎳金屬概念重挫，煤炭股逆勢上漲
兩市高開低走，滬指續創16個月新低，午間收跌1.07%報3258點，深成指跌1.78%，創業板指跌1.6%。兩市700股上漲，3875股下跌，半日成交額5800億，北上資金淨賣出42.27億。
行業板塊普遍下跌，資源股漲跌不一，煤炭股逆勢大漲，中國神華超3%，油氣股普跌，有色金屬股走勢分化，期金逼近歷史最高位，黃金概念表現活躍，鎳、鈷金屬股大跌，華友鈷業再度跌停；數字貨幣、輔助生殖、有機硅、嬰童等概念大跌靠前，航天軍工股全線下跌。白酒股盤中直線拉昇，金種子酒漲停，茅台漲1.6%；電力股多數上漲，中國核電漲3%；半導體板塊漲幅靠前，三安光電漲約3%。
煤炭股大漲，平煤股份漲5.6%、山煤國際、中國神華漲3.3%。國泰君安研報指出，俄烏衝突持續，預計全球煤價仍將上漲且維持強勢，支撐國內價格。
半導體股漲跌不一，揚傑科技漲近6%、斯達半導漲5.5%，中晶科技、安集科技、三安光電漲3%。
白酒股盤中直線拉昇，金種子酒漲停，茅台漲逾1%。消息面上，茅台發佈歷史首份月度經營數據報吿顯示，1至2月淨利同比增長20%。中信建投認為，目前從估值水平看，整體已經進入到具備性價比的區間，部分白酒估值已經回落到甚至低於2019年水平。 站在當下，我們認為更應越過短期微距，立足長週期看白酒投資，從行業整體提質優化格局，個股分化成長階段來把握，部分優質龍頭企業已經進入底部區域，具備長週期較好的收益率基礎。
鎳金屬股大跌，華友鈷業再度跌停。3月7日-8日，LME期鎳盤面大幅上漲，倫敦金屬交易所(LME)不設漲跌幅限制，兩天內盤中價格從低於3萬美元/噸拉漲至10萬美元/噸以上，漲幅達250%。與華友鈷業合作較多的青山控股持空頭頭寸虧損巨大。華友鈷業稱，高鎳價不具可持續性，這一次的鎳價上漲，是一次明顯的逼空行為，是外資抓住漏洞惡意做多。華友鈷業方面還表示，據目前初步判斷，此次事件不會影響到與青山控股合作項目的建設。
東莞證券指，從技術面來看， 滬指延續下跌走勢， 失守 3300 點， 創出年內新低， 表現低迷， 兩市量能放大顯示拋壓仍較為明顯，考慮外圍市場不確定以及市場信心偏弱背景下，短線大盤或仍有震盪反覆，不過兩會政策穩增長預期較為明朗，國內經濟仍有望保持穩定，隨着拋壓逐步釋放不排除技術性修復機會， 等待市場逐步走穩，關注量能變化。 操作上建議中線佈局為主，關注金融、建築材料、鋼鐵、電氣設備、TMT等行業。
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