A股午評：滬指探底回升漲約1%，基建、地產、消費股大漲
指數探底回升，滬指盤中一度跌超1%失守2900點，隨後在消費、地產等股帶動下快速回升，午間最終收漲0.94%，深成指漲1.3%，創業板指漲1.9%。兩市情緒及賺錢效應好轉，2590股上漲，1980股下跌，成交額4900億，北上資金淨買入3.8億。
行業板塊多數上漲，以中字頭為首的基建股表現突出，中國建築漲5%；大消費股表現強勁，瀘州老窖、藥明康德漲6%，海天味業漲4%；央行與12家房企開會內容涉及併購業務紓困，地產板塊漲幅靠前，榮安地產等多股漲停，保利發展漲4%；國辦規劃建設一批中國特色市內免税店，免税概念應聲大漲，中國中免漲6%。紡織服飾股現跌停超，煤炭、航空航天、券商等板塊跌幅靠前。
基建股大漲，山東路橋等多股漲停。中國社會科學院財經戰略研究院研究員認為，一季度經濟增速超預期，財政政策發力穩增長作出了重要貢獻。二季度基建投資會繼續發力，目前推出特別國債的可能性正在逐步加大，當前可以謀劃推出特別國債的預案，作為財政政策穩增長的備選方案。
白酒股大漲，瀘州老窖漲6%。中金公司指，白酒淡季疫情對全年業績影響有限，當前估值性價比高。東莞證券指出，今年以來，受部分地區疫情反覆、外圍市場等因素擾動，市場避險情緒增加，白酒板塊波動相對較大。從目前次高端白酒企業公佈的業績數據來看，基於2020年低基數，預計2021年次高端白酒業績實現較快增長。
免税概念大漲，南寧百貨等多股漲停。國務院辦公廳發佈關於進一步釋放消費潛力促進消費持續恢復的意見，提出推進消費平台健康持續發展。其中提出，完善市內免税店政策，規劃建設一批中國特色市內免税店。
國盛證券指出，當前市場仍處於磨底階段和穩增長政策的驗證期，現在的市場需要時間去盤底，在這樣的賺錢效應低迷的環境下，管住手冷靜下來，等待政策面的進一步明朗，再慢慢重拾信心。建議重視倉位控制，關注穩增長主線相關的基建、地產板塊，後疫情復甦下的必選消費板塊。
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