A股收評：三大指數震盪收跌科創50跌逾2%，資源股逆勢衝高
兩市主要指數下跌，滬指全天窄幅震盪，收跌0.15%報3276點，深成指跌0.44%，創業板指跌1.13%，科創50指數跌2.3%。兩市1940股上漲，2640股下跌，市場風險偏好回落，成交額不足萬億，北上資金淨流入64.59億。
行業板塊多數上漲，資源股表現突出，煤炭股集體，陝西煤業漲4%；受天然氣、油價上漲刺激，油氣股逆勢走強，準油股份等多股漲停；培育鑽石概念衝高回落，黃河旋風漲停，力量鑽石再創新高；地產、白酒股午後拉昇，航運、數字貨幣、裝飾園林等概念活躍。科技股低迷，半導體板塊午後加速走低，韋爾股份受業績影響跌約6%；5G、軍工、操作系統、消費電子等概念跌幅靠前。
具體來看：
油氣板塊走高，準油股份、貝肯能源漲停，中曼石油漲7.81%，通源石油漲超4%，中海油服、中油工程等跟漲。
由於國際能源署11日明顯上調今年全球石油需求增長預期，紐約商品交易所9月交貨的輕質原油期貨價格上漲2.41美元，漲幅為2.62%。10月交貨的倫敦布倫特原油期貨價格上漲2.20美元，漲幅為2.26%。
煤炭股普漲，山煤國際張6.68%，晉控煤業、陝西煤業漲超4%，兗礦能源、蘭花科創、山西焦煤漲超3%。
歐盟對俄羅斯煤炭禁運當地時間11日正式生效，對俄煤炭禁運是歐盟第五輪對俄製裁系列措施之一，也是烏克蘭危機發生以來歐盟首次針對俄羅斯能源實施制裁。目前，歐盟正加大力度從南非等國採購煤炭，希望彌補市場空缺。
貴金屬板塊普漲，赤峯黃金漲7.93%，銀泰黃金漲超4%，湖南黃金漲3.63%，山東黃金、西部黃金紛紛上漲。
民航機場板塊震盪拉昇，中國國航漲5.7%，南方航空、上海機場漲超2%。消息上，國航陸續恢復多條國際航線。
航運板塊表現活躍，中遠海特漲停，興通股份漲6.35%，招商輪船漲4.14%，中遠海發、招商南油、長航鳳凰等跟漲。
國防軍工板塊跌幅居前，奧維通信領跌，天和防務跌8.98%，鋮昌科技跌7.76%，振芯科技、景嘉微跌超5%。
半導體板塊午後走低，中微半導跌7.25%，江豐電子、艾為電子、瑞芯微、龍芯中科跌超6%，韋爾股份跌5.95%。
韋爾股份上半年公司實現營收110.72億元，同比下降11.06%；實現淨利潤22.69億元，同比增長1.14%。另外，從第二季度單季業績來看，公司營收也出現明顯下滑。第二季度韋爾股份實現營收55.33億元，同比下降11.27%；實現淨利潤13.73億元，同比上升14.15%。
消費電子概念普跌，易德龍跌超8%，統聯精密跌6.23%，安潔科技、易天股份跌超5%，長盈精密、共達電聲、傳音控股跌超4%。
今日，北上資金淨流入64.59億元，其中滬股通淨流入41.15億元，深股通淨流入23.44億元。
展望後市，華西策略認為，國內經濟弱復甦下資金面維持寬鬆，後續繼續重點跟蹤國內疫情、物價走勢及企業中報的披露情況。當前A股整體估值處於合理區間，但行業間分化加大，“財報季”部分賽道股面臨業績的檢驗期。當前延續“A股市場進入一段顛簸期”的觀點，建議耐心逢低待佈局。中長期來看，資產配置荒依舊存在，下半年A股中樞仍將緩慢上移，成長板塊為佈局重點。
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