A股午評：滬指跌2.3%再度失守3000點，國產軟件股逆勢走強
指數弱勢震盪，滬指午間收跌2.3%報2996點，深成指跌2.3%，創業板指跌1.95%。兩市840股上漲，3760股下跌，成交額5000億。
盤面上，行業板塊普遍下跌，電器儀表、地產、有色、釀酒、建築等板塊大跌靠前，昨日跌停的海康威視再度觸及跌停，紫金礦業跌7%。電腦設備、軟件股盤中直線拉昇，中國長城等多股漲停；新冠藥、東數西算、新冠檢測等概念表現活躍。
紡織服飾股漲跌參半，如意集團、牧高笛等股漲停。消息面上，在岸人民幣兑美元觸及6.69，為2020年11月以來首次。離岸人民幣兑美元跌破6.73關口，為2020年11月以來首次。
有色板塊大跌，紫金礦業跌7%。美聯儲加息75個基點的想法可能再次出現，市場人士預計美元未來將繼續温和走強。對於持有美元以外貨幣的人來説，商品變得更加昂貴，這對商品需求產生負面影響，價格也會出現下降。目前美元指數逼近104，昨日盤中再度刷新階段高位。國內商品期貨早盤開盤大面積飄綠，滬鎳、國際銅等皆下挫。
地產板塊大跌，保利發展、萬科跌逾4%。消息面上，離岸人民幣兑美元今日跌破6.73關口，為2020年11月以來首次。當匯率有貶值預期時，資本便傾向於流出，這樣則會導致包括房地產在內的國內資產價格下跌。此外，不少房地產企業有大量美元債務，人民幣貶值也加大了償債壓力。
國盛證券指，隨着各地疫情得到有效控制，復產復工下的製造業彈性較好，隨着美聯儲加息靴子落地，壓制成長股估值的因素階段性降低，部分賽道擁擠度和估值回落至低估區間，具備一定吸引力。當前領漲的老基建是穩增長的代表；高成長行業中，芯片、新能源、高端製造可以選擇；白酒、醫美等消費類或是拉動內需的優質賽道；操作上，低估績優是選股的條件之一，滬指3000點附近或是良好的建倉位置，反彈到壓力位的個股應注意拋壓，博弈超跌反彈或是當前市場較好的操作策略。
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