A股午評：資金偏好權重股，上證50、茅指數漲超1%，智飛生物重挫18%
國常會指適時運用降準等貨幣政策工具，滬指高位盤整，午間收漲0.73%報3210點，深成指漲0.5%，創業板指受權重股影響跌0.5%。兩市2875股上漲，1595股下跌，成交額5000億，資金偏好權重股推動上證50、茅指數漲超1%。
行業板塊多數上漲，大消費表現突出，新冠檢測、白酒、醫美、新冠藥等相關概念大漲，九安醫療三連板再刷新高、五糧液漲4%，疫苗概念指數受智飛生物重挫18%拖累而下跌；煤炭板塊繼續走強，平煤能源漲8%；非銀金融、地產股活躍，中交地產、國盛金控等股漲停。光伏、鋰電池等新能源賽道股表現低迷。
白酒股繼續回升，瀘州老窖漲5%、五糧液漲4%。浙商證券指，在行業景氣度仍在背景下，當前年報季&酒企改革舉措階段性落地將為現階段主要催化劑，考慮到前期板塊已經歷“基本面向好趨勢未變，主受情緒面擾動”式下跌&板塊估值也已具高性價比，同時疫情或即將迎來拐點有望提振市場情緒，建議積極佈局。
煤炭板塊繼續走強，平煤能源漲8%。得益於煤炭行業的供需兩旺、煤價上漲，多數上市煤企2021年業績飄紅，而且今年一季度繼續預增。據統計，截至4月13日，已有18家上市煤企披露2021年年報，其中15家淨利潤實現正增長，2家扭虧為盈。
生物疫苗概念股走勢分化，智飛生物重挫18%，萬泰生物跌停，康希諾跌4.5%、萬邦德跌2.7%；冠昊生物漲14.7%。世衞組織表示，接種1劑次HPV疫苗產生的效果與接種2~3劑次的效果相近。
中信證券研報稱，本次國常會提出“適時運用降準等貨幣政策工具”，參考以往經驗，我們認為降準很有可能在近期落地，明後兩天中國人民銀行或將宣佈降準安排，同時不排除降息可能。貨幣政策寬鬆空間仍存。積極的財政政策要提質增效，赤字率和赤字規模下降但財政刺激力度不減。金融機構上繳利潤，減税和增支同步，政府性基金預算支出增加，政府投資撬動作用顯現。基建發力在路上，水利、電力投資是亮點，交通、城市管網建設有望提速。
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