A股午評：新零售、輔助生殖、肝炎概念暴漲，兩市超3900股上漲
指數窄幅震盪，滬指午間收漲0.37%報2986點，深成指漲0.83%，創業板指漲0.49%。兩市3957股上漲，670股下跌，成交額4890億，北上資金淨賣出18.9億。
盤面上，題材概念整體表現活躍，新零售概念暴漲，老百姓等近十股漲停；肝炎概念繼續大漲，華蘭生物漲6%；博彩、嬰童、元宇宙、軍工等概念概念大漲靠前；汽車整車股強勁，長安汽車漲停。煤炭板塊逆勢大跌，中國神華跌約3%；銀行、白酒、農業、建材等板塊跌幅靠前。
新零售概念暴漲，嘉寓股份、益民集團、三江購物、老百姓、朗姿股份、新世界、徐家彙、上海九百、天虹股份漲停，永輝超市漲8%。
肝炎概念繼續大漲，華蘭生物漲6%。歐洲疾控中心當地時間4月28日發佈，在英國於4月5日首次報吿健康兒童中病因不明的嚴重急性肝炎病例有所增加之後，截至4月20日，英國已發現111例10歲及以下病例。截至4月27日，歐盟/歐洲經濟區有12個國家報吿了約55例疑似病例和確診病例。美國報吿了12例病例，以色列報吿了12例，日本報吿了1例。
軍工概念大漲，中海達漲9%。銀河證券指出，軍工裝備採購計劃性強，需求端增長確定且旺盛，供給端產能瓶頸持續破除，行業淨利潤在21年快速增長(約35%)基礎上，22年線性外推依然成立。參考22Q1已披露數據，板塊整體淨利潤增長21%，中上游增速更為顯著。當前時點，板塊投資價值凸顯，建議關注業績確定高增長兼具估值的標的。
汽車整車股大漲，長安汽車漲停。長安汽車一季度營業收入345.76億元，同比增長7.96%；淨利潤45.36億元超去年全年，同比大幅增長431.45%。在新能源領域，長安汽車亦保持增長。
申萬宏源指，滬深兩市經過週三全線大幅走強進入反彈週期後，週四市場內部分化明顯，各指數漲跌不一，超7成個股下跌，反映出多空分歧加大。市場呈現滬強深弱的特點，成長股表現偏弱。五一長假將至，週五是節前最後交易日，節前避險減倉動力需要釋放，但整體力度料將有限。操作上維持反彈思路，適量加大參與反彈力度的同時，避免過度追漲。
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