A股午評：旅遊、航空等經濟復甦概念股大漲，醫藥、農業股領跌兩市
兩市探底回升，三大指數盤中均跌超1%，臨近午間收盤快速回升，滬指漲0.04%報3065點，深成指跌0.23%，創業板指漲0.57%。兩市1810股上漲，2640股下跌，成交額6500億，北上資金淨賣出8.6億。
行業板塊多數下跌，醫藥、農業股領跌兩市，新冠檢測概念再度重挫，新冠藥、豬肉、免疫治療等題材大跌靠前。最新版新冠診療方案提病例實施分類收治，餐飲、旅遊、航空等經濟復甦概念股大漲，曲江文旅、國航等多股漲停；電子身份證概念再度大漲，南威軟件錄得4連板；券商股全線上漲，國盛金控漲停；東數西算、鋰礦、新能源車等概念活躍。
餐飲、旅遊、航空等經濟復甦概念股大漲，曲江文旅、國航等多股漲停。國家衞健委昨日發佈《新型冠狀病毒肺炎診療方案(試行第九版)》，其中提出，對病例實施分類收治。根據各地反映的“奧密克戎變異毒株患者以無症狀感染者和輕型病例為主，大多不需要過多治療，全部收治到定點醫院會佔用大量醫療資源”等意見，進一步完善了病例分類收治措施。
電子身份證概念再度大漲，南威軟件錄得4連板。此前，國務院總理主持召開國務院常務會議，會議指出，推進身份證電子化，實現通過掃碼辦理需要用身份證的服務事項。同時保障好羣眾信息安全和隱私。加強市場監管，維護公平競爭。
東數西算概念大漲，依米康漲超10%。消息面上，2月，“東數西算”工程正式全面啟動。國家發改委等四部門聯合印發通知，同意在京津冀、長三角、粵港澳大灣區等8地啟動建設國家算力樞紐節點，並規劃了10個國家數據中心集羣。至此，全國一體化大數據中心體系完成總體佈局設計，“東數西算”工程正式全面啟動。
豬肉概念低迷，新希望跌3%。生豬期貨主力合約LH2205延續下行走勢，盤中刷新上市以來新低至12635元/噸。數據顯示，1月至2月份，全國居民消費價格（CPI）同比上漲0.9％。在食品煙酒價格中，豬肉價格同比下降42％。方正中期期貨評論指出，近期國內疫情反覆給豬肉消費預期造成不利影響，生豬現貨價格延續小幅回落，但全國現貨整體在收儲政策支撐下跌幅放緩，3月份隨着氣温回升，基層農忙季節臨近或將帶動消費季節性回暖。
廣發證券研報稱，A股“賠率-勝率”均有所改善，A股的估值已處歷史均值以下，具備中長期配置價值。持續建議關注低PEG品種：（1）“供需缺口”通脹邏輯受益的資源/材料（煤炭/鋁/鉀肥）；（2）“舊式”穩增長仍會承載“穩定器”作用（地產/建材/煤化工）；（3）“新式”的穩增長抓手，比如受益於能源安全且PEG較低方向（數字經濟/光伏）。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
