A股午評：創業板指漲3%，賽道股全面爆發，兩市超4000股上漲
兩市高位盤整，風險偏好急劇回升，滬指午間收漲1.9%報3318點，深成指漲2.8%，創業板指漲3.3%。兩市4200股上漲，約400股下跌，成交額7100億，北上資金淨買入9.6億。
題材概念全線爆發，賽道股首當其衝，鋰電池、光伏、新能源車概念大漲靠前，寧德時代、隆基、通威漲約5%，前兩交易日跌停的華友鈷業大漲8%；大消費表現強勁，白酒、醫藥股全線上漲，藥明康德接近漲停，山西汾酒漲7%；化纖股暴力反彈，榮盛石化漲停；有機硅、軍工、嬰童等概念活躍。
氟化工概念大漲，天賜材料等股漲停。天賜材料預計今年前兩月營業收入33億元左右，同比增長260%左右；實現歸屬於上市公司股東的淨利潤8.6億元左右，同比增長470%左右。多氟多2021年營業總收入78.09億元，同比增長83.95%；歸屬於上市公司股東的淨利潤12.60億元，同比增長2490.80%。
光伏概念大漲，隆基、通威股份漲5%。通威股份9日發佈公吿，2022年1至2月，公司實現營業收入160億元左右，同比增長130%左右；實現歸屬於上市公司股東的淨利潤33億元左右，同比增長650%左右。光伏行業保持較高景氣度發展，公司主要產品產銷兩旺，各業務板塊有效經營，取得了良好的經營結果。
鈦白粉概念大漲，安納達漲6%。9日晚，中核鈦白公吿，3月9日起全面上調公司各型號鈦白粉銷售價格。其中國內客户銷售價格上調1000元人民幣/噸，國際客户銷售價格上調150美元/噸。今日早間，龍佰集團也發佈公吿，即日起，公司各型號鈦白粉銷售價格在原價基礎上對國內各類客户上調1000元人民幣/噸，對國際各類客户上調150美元/噸。
光大證券研報稱，週三市場迎來一波明顯的探底回升修復，從技術面上來看，短期市場底部或已探明。後幾個交易日需關注抄底資金的回吐壓力，指數週三的長下影線將形成強有力支持，後市可謹慎樂觀對待。策略方面，不難發現反彈先鋒是前期熱點板塊，例如東數西算、新冠特效藥、建築工程等，因此後市做多方向主要還是繼續圍繞這幾個點發散，可以密切留意低吸機會。
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