A股午評：創業板指跌2%，電子身份證、抗疫概念股大漲
兩市主要指數弱勢整理，滬指午間收跌1.3%報3266點，深成指跌1.6%，創業板指跌2.06%。兩市880股上漲，3678股下跌，成交額6090億，北上資金淨賣出76.8億。
行業板塊普遍下跌，白酒、新能源賽道股，以及旅遊、航空等經濟復甦主題概念大幅靠前，中國中免跌7%，國航、山西汾酒跌超6%，寧德時代跌逾4%。國務院總理指今年要實現身份證電子化，電子身份證概念逆勢大漲，遠方信息20CM漲停，南威軟件錄得兩連板；首批新冠抗原自測產品上市，新冠藥、新冠檢測再度大漲，復星醫藥漲超9%；軍工股活躍，航發動力漲5.6%。
新冠檢測、新冠藥概念逆勢大漲，復星醫藥漲9%。國家衞健委於日前公佈《關於印發新冠病毒抗原檢測應用方案（試行）的通知》放開新冠抗原自測，在核酸檢測基礎上，增加抗原檢測作為補充。首批產品包括南京諾唯贊、北京金沃夫、深圳華大因源、廣州萬孚生物、北京華科泰生物等企業的五款新冠抗原自測產品正式上市。
電子身份證概念大漲，南威軟件錄得兩連板。消息面上，國務院總理表示，我們今年要實施一項政策，就是把人們常用的身份證電子化，也就是説，你拿着手機在有關事項上一掃碼，就辦成了。
軍工股活躍，航發動力漲5.6%。上週北上資金整體淨賣出363億元，但國防軍工行業獲逆勢流入，淨買入逾6.96億元，所有二級行業均獲得加倉。中航證券指，當前時點， 軍工行業估值已經顯得便宜，現已再次進入到具有性價比的配置區間。面對非理性調整，當前階段更需要一份理性與冷靜，再度深調空間已有限，雖然信心恢復和風格轉換尚需時間，但底部正在臨近， 已進入以時間換空間階段，不宜過度悲觀和盲目殺跌。
旅遊、航空等經濟復甦主題概念大幅靠前，中國中免跌7%。國家衞健委網站3月14日通報，昨日新增本土確診病例1337例和本土無症狀感染者788例，單日本土感染連續兩天超2000例，涉19省（自治區、直轄市）。
東吳證券認為，上週盤面出現劇烈波動，滬綜指周K線收出一根長下影線，特別是在日線雙針探底之後，短期震盪修復反彈的概率較大。當前市場受外圍因素影響較大，市場情緒的極度不穩定促使指數振幅加大，這種盤面特點更適合底倉之下反覆低吸高拋做差價。底部區域建議投資者逢低關注數字經濟、大金融等板塊的中線機會。
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