A股午評：創業板指跌近2%，兩市超4000股下跌，外資淨賣出76.4億
兩市開盤後震盪走低，滬指午間收跌1.1%報3112點，深成指跌1.65%，創業板指跌1.95%。兩市450股上漲，4190股下跌，成交額5990億，北上資金淨賣出76.4億。
題材概念近乎全線飄綠，新冠藥、數字貨幣、東數西算、裝配式建築、綠色建築、肝炎等概念大跌靠前，君實生物跌16%、藥明生物跌4%。國常會提出階段性減徵部分乘用車購置税，汽車整車股表現強勁，廣汽集團、長安汽車漲4%；煤炭板塊表現相對較強，兗礦能源漲近4%。
汽車整車股強勁，長安汽車漲4%。國常會提出階段性減徵部分乘用車購置税600億元及其他多項利好汽車行業恢復和發展的政策。中信證券認為購置税減免是拉動汽車銷量最有效的政策之一，政策力度超市場預期，有望拉動100-200萬乘用車新增需求。汽車行業最差時間已經過去，未來有望持續邊際好轉，看好汽車行業的整體復甦和長期發展，當前時點建議超配汽車板塊。
煤炭股逆勢上漲，兗礦能源漲約4%。開源證券認為，在動力煤大部分被限價的情況下，未來更趨於公用事業提估值的邏輯；煤化工涉及的原料用煤仍有一定彈性；海外煤和煉焦煤具有完全彈性。大部分煤企高分紅高股息率，且多數估值僅4倍或5倍，安全邊際高，煤炭股的配置價值尤為凸顯。
海運股衝高回落，中遠海能漲停。因海岬型船運價指數上揚，波羅的海乾散貨運價指數週一上漲25點或0.8%，至3369點，為12月8日以來逾五個月高位。海岬型船運價指數上漲76點，或1.7%，至4602點。
國盛證券認為，短期來看，在外圍持續擾動的背景下，A股市場持續震盪上行，走出獨立行情，凸顯出市場對利空消息影響的鈍化，以及在止跌企穩後投資者做多情緒和信心的快速修復。當前市場仍處在強勢區間，操作上，應避免頻繁操作，以持股待漲為主。可關注高端裝備、基建、電新等中期超跌、短期有反彈板塊，靜待市場輪動機會，或為當前行情下不錯的選擇。
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