A股午評：兩市V型反彈，基建、化肥股大漲
兩市V型反轉，深成指、創業板指盤中一度漲逾1%，滬指亦跌0.8%。但隨後指數快速回升並翻紅，創業板指轉漲超1%，午間漲跌幅最終收平，滬指微跌0.06%報11925點，深成指跌0.38%報11925點。兩市1120股上漲，3450股下跌，成交額5850億，北上資金淨賣出13.3億。
盤面上，行業板塊普遍下跌，文教休閒、傳媒娛樂、互聯網、農林牧漁等板塊跌幅靠前。基建股表現突出，工程機械、水利建設、裝配式建築等相關題材大漲，三一重工漲5%；化肥股強勢，興發集團等多股漲停；有機硅、黃金、稀缺資源等概念活躍。
地產股走勢分化，中國武夷、天保基建等多股漲停。據諸葛找房數據研究中心不完全統計，截至4月5日，全國已有超65個城市出台樓市鬆綁政策。多位分析人士認為，多地相關政策持續鬆綁，有利於促進購房需求釋放。另外，摩根大通料利空出盡的中國地產股有望上漲多達20%，且調高萬科等5支股票評級。
基建股大漲，中巖大地等股漲停。國務院總理4月6日主持召開國務院常務會議，會議指出，要適時靈活運用多種貨幣政策工具，更好發揮總量和結構雙重功能，加大對實體經濟的支持。中信證券最新點評稱，銀行、地產、基建板塊都會是貨幣政策進一步放鬆的受益方向。
磷化工概念股大漲，興發集團等股漲停。消息面上，雲天化一季度淨利潤16.4億元左右，同比增長185.18%；興發集團一季度淨利潤17億元，同比增長379.35%。因為磷酸鐵鋰電池行業大爆發，導致磷礦供不應求而價格大漲。而且這個趨勢仍在持續。“左磷右鋰”的高景氣行情，讓磷化工巨頭春風得意，紛紛顯露殺入下游磷酸鐵或磷酸鐵鋰細分領域的野心。
中原證券指，考慮到近期國內外影響因素的不確定性，我們認為滬指短線繼續衝高的可能性較小，在外部因素進一步明朗之前，股指維持區間震盪的可能性較大。預計滬指短線小幅震盪的可能性較大，創業板市場短線小幅整理的可能較大。建議投資者短線暫時觀望，中線繼續關注低估值藍籌股的投資機會。
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