A股午評：三大指數齊漲，資金偏好藍籌股，白酒股大漲
兩市低開高走，資金偏好藍籌股，滬深300指數漲超1%，滬指漲0.6%，深成指漲0.88%，創業板指漲0.59%。兩市1520股上漲，3010股下跌，成交額5900億，北上資金淨買入42.5億。
盤面上，行業板塊多數上漲，酒店餐飲、旅遊、航空等經濟復甦主題概念股全線大漲，白酒股強勢，茅台、五糧液漲逾3%；海運股大漲，中遠海控一季報業績同比大增，股價漲停；網絡遊戲概念亦大漲，美盛文化等多股漲停；金融股普漲，鋰礦、元宇宙、字節跳動等概念活躍。醫藥股領跌兩市，新冠藥、CXO等相關題材大跌；電子身份證、綠色建築、工業母機等概念跌幅靠前。
旅遊、航空等經濟復甦主題概念股全線大漲。文化和旅遊部市場管理司副司長李曉勇30日在例行新聞發佈會上表示，今年5月19日是第12個“中國旅遊日”。在5月份，全國文化和旅遊系統廣泛開展“中國旅遊日”旅遊惠民月活動 ，各地將結合實際，推出包括髮放文化和旅遊消費券、旅遊企業促銷等在內的多種形式的旅遊惠民措施，這些措施將通過網站、微信公眾號等形式開設專欄公開發布，每週更新。
白酒股大漲，酒鬼酒漲7%。平安證券指，短期內疫情反覆對消費場景產生衝擊，但長期來看高端酒經銷商庫存安全墊高，對業績的影響相對較小，具有持續成長性及業績確定性，未來行業仍將向優質的頭部品牌集中。當下高端酒估值性價比彰顯，行業基本面穩中向好，預計疫情褪去後將實現觸底反彈，我們建議關注以貴州茅台為代表的全國化優質龍頭酒企。
豬肉概念股普漲，巨星農牧漲4%。據國家發展改革委監測，近期豬糧比價持續低於5：1，處於過度下跌一級預警區間。發展改革委會同有關方面開展年內第三批中央凍豬肉儲備收儲工作，擬於4月2日、3日收儲4萬噸凍豬肉。如後續生豬價格繼續低位運行，國家將持續開展收儲工作，推動生豬價格儘快迴歸合理區間。
平安證券指，3月以來資本市場波動加大，但兩會與金融委會議均釋放強烈的穩增長穩預期信號，有助於市場重拾信心。在此背景下，當前市場已經進入磨底階段，結構上看，一方面要選擇業績景氣度高的行業以及公司，另一方面也需要防範基本面明顯惡化的公司。建議更多關注一季度業績向好的行業板塊以及個股，包括穩增長板塊、通脹板塊以及細分高景氣成長板塊等。
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