A股午評：深成指、創業板指跌約1%，農業股大漲
兩市主要指數下跌，滬指午間收跌0.47%報3235點，深成指跌0.95%，創業板指跌1.47%。兩市2460股上漲，2030股下跌，成交額5560億，北上資金淨賣出11.9億。
行業板塊多數下跌，農業股表現突出，種業、豬肉概念股集體上漲，廣東發佈措施加快推進預製菜產業發展，預製菜概念股全線上漲；跨境電商概念大漲，聯絡互動等十股漲停；昨日大跌的元宇宙概念大幅回升，宣亞國際20CM漲停；地產股強勁，中交地產等近十股漲停；網紅經濟、土地流轉、字節跳動、博彩等概念活躍。昨日大漲的CXO概念大幅回落，有機硅、新冠檢測、光伏、疫苗等概念跌幅靠前。
種業概念股全線大漲，農發種業漲停。消息上，國務院總理考察農業農村部並主持召開座談會，強調要推進農田水利設施和高標準農田建設，加快良種、先進農機裝備攻關和推廣應用。此外，上交所上市公司第一季度季報預約披露時間出爐，農發種業拔得頭籌，將於4月8日披露。
數字貨幣概念高開低走，雄帝科技漲4%。消息面上，央行召開2022年貨幣金銀和安全保衞工作電視會議。會議要求，紮實推進數字人民幣研發試點，有序擴大試點範圍，持續完善設計和使用，逐步建立健全管理制度框架。
預製菜概念大漲，雙塔食品漲7%。廣東省人民政府辦公廳印發《加快推進廣東預製菜產業高質量發展十條措施》，其中提出，發揮廣東特色農業優勢和粵菜品牌優勢，推動預製菜產業企業和產業鏈上下游配套企業集中入園發展。
黃金概念活躍，山東黃金漲3%。投資者關注俄烏局勢和美聯儲官員鷹派言論，紐約黃金期貨連漲兩日，兩週來首次收盤站上1960美元。COMEX 4月黃金期貨收漲1.3%，3月17日上週四以來首次收漲逾1%，報1962.20美元/盎司，創3月10日上上週四以來收盤新高。
國盛證券認為，兩市在超跌反彈後一直圍繞3250點蓄勢整固，短線反彈在3280到3300點面臨較大壓力，指數雖有回踩需求，但向下空間有限，創業板指關注短期2650附近支撐。市場處於低位區域，在貨幣和信用政策未來仍處於温和狀態，穩增長將持續加碼的預期下，無論市場是增量資金進場突破上行，還是迎來良性的技術調整，在此階段都是戰略性配置的窗口。建議重視倉位控制，關注穩增長主線相關的基建、地產板塊，光伏、綠電、半導體等高景氣成長行業，和短期活躍的醫藥板塊。
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