A股午評：科創50指數跌超2%，地產股再度批量漲停，科技股大跌
指數弱勢震盪，滬指午間收跌0.22%報3275點，深成指跌0.61%，創業板指跌1.3%，科創50指數跌2.3%。兩市3140股上漲，1430股下跌，成交額6050億，北上資金淨賣出38.9億。
盤面上，行業板塊走勢分化，地產股再度批量漲停，鋼鐵、石油板塊午前明顯拉昇，中國石油、寶鋼漲2%；醫藥股強勁，世衞組織指中醫藥能有效治療新冠，中藥概念股大漲，紫鑫藥業等多股漲停，新冠藥、免疫治療等相關題材亦大漲；數字人民幣試點迎第三次擴容，數字貨幣概念再度走強，證通電子等股漲停；基建、教育、免税、電子身份證等概念表現活躍，銀行股普漲。科技股大跌，光伏、鋰電池、軍工等概念跌幅靠前。
地產股再度批量漲停，中交地產等十餘股漲停。中信建投指，為發揮地產行業經濟穩定器作用，近期支持性政策頻出，有星火燎原之勢：多地放鬆限購、限貸、限售等政策；2022年首輪集中供地規則改善，為房企提供更多利潤空間；金穩委會議將房地產企業風險防範化解工作上升到新高度，優質房企、AMC等相繼獲得併購貸額度，部分出險房企債務重組獲階段性成效。
數字貨幣概念大漲，證通電子等股漲停。央行近日召開數字人民幣研發試點工作座談會，要求穩妥推進數字人民幣研發試點，在現有試點地區基礎上增加天津市、重慶市、廣東省廣州市、福建省福州市和廈門市、浙江省承辦亞運會的6個城市作為試點地區，北京市和河北省張家口市在2022北京冬奧會、冬殘奧會場景試點結束後轉為試點地區。
中藥股大漲，紫鑫藥業等股漲停。世界衞生組織指，中藥能有效治療新冠肺炎，降低輕型、普通型病例轉為重症，縮短病毒清除時間，改善輕型和普通型患者的臨牀預後。報吿同時鼓勵成員國考慮中國形成並應用的整合醫學模式(中西醫結合模式)；有效管理當前疫情並對未來可能發生的大流行做好準備。
中信證券研報稱，疫情意外影響穩增長節奏，二季度政策加碼的緊迫性明顯上升，預計穩增長政策從全面鋪開轉向集中發力，市場多項悲觀預期先於基本面提前見底，二季度開始經濟對市場的負面影響在減弱，建議把握二三季度中期修復的趨勢性行情。配置上，建議繼續堅守穩增長主線圍繞估值低位和預期低位品種佈局，二季度需更加重視地產產業鏈。
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