A股收評：三大指數午後跳水，滬指放量跌近1%，兩市4500股下跌
2月16日，兩市放量下跌，滬指早盤在金融、科技等股推動下漲0.7%重返3300點。午後開盤半小時，兩市跳水，滬指一度跌1.48%，深成指、創業板指更是跌約2%，截止收盤，滬指跌0.96%報3249點，深成指、創業板指均跌1.3%。兩市4500股下跌，成交額突破萬億，北上資金淨買入67.9億元。
盤面上，早盤表現強勁的科技、金融股集體回落，全行業來看，僅電信運營、酒店餐飲、釀酒板塊收紅，中國電信打開漲停收漲8%；光伏、鋰電池、儲能、消費電子、芯片等概念大跌靠前。
通信運營商運營商三巨頭股價表現亮眼，其中中國電信一度漲停，收漲8%，中國聯通漲3%
消息面上，在第二屆千兆城市高峯論壇上，中國電信副總經理李峻表示，截至目前中國電信光網已覆蓋全國345座城市，超5億用户單元以及40萬行政村，5G共建共享SA網絡已覆蓋全國300餘座城市。
中國電信相關人士表示，漲停原因是多方面的，第一，會加大派息，今年派息將達到70%，這對個人投資者是有利；第二，前段時間看到機構在慢慢增持；三，電信有傳統業務和新興業務，新興業務勢頭增長很不錯，去年雲業務翻番，今年有望繼續翻番。
醫藥商業板塊表現活躍，藥易購漲10%，第一醫藥漲5%，漱玉平民漲4%，一心堂、益豐藥房、老百姓等個股跟漲。
消息面上，國家醫療保障局辦公室發佈關於進一步做好定點零售藥店納入門診統籌管理的通知，明確定點零售藥店納入門診統籌的配套政策。
手遊股集體上漲。朗瑪信息漲停，湯姆貓漲超13%，優刻得漲11%，三七互娛漲超4%。
證券板塊早盤走強。南京證券漲近6%，湘財證券漲2.2%，國盛金控漲1.4%。
消息面上，證監會答記者問指出，境外持牌機構不會無故限制存量客户交易。耀才證券今日公佈，監於中國監管機構於2月15日發出最新的指引，釐清國內人士透過境外機構已開立的帳户可以繼續交易。
ChatGPT概念股午後跳水。初靈信息、雲從科技跌逾11%，開普雲跌逾9%，人氣牛股海天瑞聲跌逾7%。
Chipet概念股跌幅居前。寒武紀-U跌9.6%，百維存儲跌逾8%，正業科技跌逾7%
高壓快充板塊今日回調。通道科技跌逾11%，日豐股份、欣鋭科技跌逾8%，星雲股份、永貴電器、泰永長征跌逾7%
北向資金方面，北上資金淨流入90.98億元，其中滬股通淨流入40.97億元，深股通淨流入50.01億元。
展望後市，海通策略研報稱，2022/10底以來行情類似2019年初，即牛市第一波上漲分三小段，價值、成長輪番表現後，或普漲收尾。借鑑歷史，這次牛市第一波上漲未完，最近2周是小休整，後續上漲驅動力看基本面改善得到數據驗證+內資流入。短期行業或均衡，着眼全年成長更強，尤其是數字經濟代表的TMT、新能源結構性亮點、醫藥。
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