A股午評：三大指數齊漲，消費股表現突出，券商板塊午前直線拉昇
指數窄幅震盪，滬指午間收漲0.17%報3063點，深成指漲0.33%，創業板指漲0.69%。兩市3250股上漲，1235股下跌，成交額近5000億，北上資金淨賣出3.4億。
盤面上，基建股再度出現漲停潮，消費板塊表現突出，醫藥、紡織、酒類股普遍上漲，君實生物大漲12%再創階段新高，新華製藥十連板，股價再刷新高；國務院向中央電企撥付500億補貼，電力板塊衝高回落，但仍有華銀電力等多股漲停；券商板塊臨近午間收盤直線拉昇，半導體、化纖、環保、文教休閒等板塊漲幅靠前。
醫藥股普遍上漲，其中又以疫苗概念最為突出。國家發展改革委日前印發《“十四五”生物經濟發展規劃》，加快疫苗研發生產技術迭代升級，開發多聯多價疫苗，發展新型基因工程疫苗、治療性疫苗，提高重大烈性傳染病應對能力。
電力股多數上漲，華銀電力等股漲停。消息面上，昨晚國常會表示將在前期支持基礎上，再向中央發電企業撥付500億元可再生能源補貼，通過國有資本經營預算注資100億元，支持煤電企業紓困和多發電。要優化政策，安全有序釋放先進煤炭產能。決不允許出現拉閘限電。
服裝股普漲，上海三毛漲停。中金公司認為，在疫情反覆和人民幣貶值環境下，建議關注抗風險能力更強的紡織製衣賽道。近年來全球運動鞋服市場快速增長，頭部品牌收入增長強勁，帶動針織類產品供應商訂單量實現良好增長。與此相對，頭部品牌合作的紡織製衣代工廠數量卻在不斷縮減，反映供應鏈呈現頭部化、集中化趨勢。
國盛證券認為，結合最新交易情緒跟蹤，漲跌中樞上修，情緒邊際修復。近期全A賺錢效應有所回暖，全A漲跌中樞上修，新低個股與弱勢股指標高位見頂。市場情緒短期有所修復，外資交易盤與槓桿情緒底部修復，股民情緒指標短期有所反彈。成交結構層面，成交結構偏向安防、鋰電、住宅開發等方向，而證券、銀行、白酒成交佔比回落居多。總體看，當前市場情緒正由此前的超賣階段步入階段修復期，超跌板塊陸續釋放反彈動能。
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