A股午評：創業板、科創50指數漲超4%，賽道股大漲，兩市近4000股上漲
上海新增新冠感染數持續下降，帶動市場情緒，滬指午間收漲1.6%報3085點，深成指漲2.89%，創業板指漲4.26%，科創50指數漲4.6%。兩市近4000股上漲，570股下跌，成交額6200億，北上資金淨買入35.7億。
題材概念表現強勁，台積電計劃提價，以半導體為首的科技股全線大漲，韋爾股份漲7%；上海8個區實現社會面基本清零，汽車整車、汽車零部件股大漲靠前，長城汽車漲停，比亞迪漲6.8%；鋰電池、風能、光伏概念表現強勁，寧德時代漲7%、隆基股份漲5%；生物疫苗、肝炎、CXO等醫藥題材亦大漲，復星醫藥漲停；券商股臨近午間收盤加速拉昇，東方證券漲8%。
汽車整車、汽車零部件股大漲靠前，長城汽車漲停，比亞迪漲6.8%。消息面上，上海全市已有8個區和浦東部分街鎮社會面基本清零。另外還值得注意的消息是，原材料價格居高不下，車企5月新一輪漲價潮或將繼續。
以半導體為首的科技股再度大漲，韋爾股份漲7%。消息面上，晶圓代工廠台積電今日通知客户，明年1月起將全面調漲晶圓代工價格，漲幅6%。
疫苗概念大漲，復星醫藥漲停、智飛生物漲6.7%。消息面上，BioNTech在中國完成了復必泰疫苗的II期試驗。復星醫藥是復必泰疫苗的大中華區銷售代理商。智飛生物第二代重組新型冠狀病毒疫苗研發已實現關鍵技術突破，預計在7月份進行臨牀申報。
國盛證券指，兩市指數大概率已經進入底部構建階段，前期低點或難再跌破，且市場當前對利空消息出現鈍化跡象，疊加A股整體估值已經進入相對低位區間，機會大於風險，看好5月份的修復反彈行情。
操作上，指數大概率進入底部構建，且賽道股也開始企穩反彈，同時隨着市場信心的不斷修復，當前行情或已進入輕指數重個股階段，精選板塊以及個股或將大幅提高超額收益，建議重點關注“穩增長”方向的基建以及即將迎來量利加速兑現的光伏板塊。
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