A股午評：科創50指數升1.4%，網絡遊戲股大升，ChatGPT概念繼續走強
格隆匯3月20日丨央行宣佈降準0.25個百分點，滬指早盤紅盤震盪，升0.12%報3254點，深成指、創業板指分別升0.28%、0.56%，科創50指數升1.4%。兩市2718股下跌，2180股上升，賺錢效應一般，成交額7048億，北上資金淨買入17.8億。
盤面上，行業板塊多數下跌，科技股走勢分化，短線資金多數流向新能源股，鋰電池、光伏等相關概念企穩反彈。具體看，網絡遊戲、CPO概念大升，上交易日暴升的ChatGPT概念今日繼續走高，同花順升約9%、三六零升超8%；智能電網、HJT電池、儲能、光伏等新能源方向個股出現反彈，晶澳科技、億緯鋰能、陽光電源升超4%；黃金概念股受國際金價大升影響，普遍上升，中金黃金升3%；半導體股走勢分化，頭部股普升，中微公司升5.8%。電信運營股大跌，中國移動跌6%、中國聯通跌4%；醫藥、食品、釀酒等消費板塊繼續走弱。
黃金概念股受國際金價大升影響，普遍上升，中金黃金升3%。上週，避險情緒升温使得貴金屬等避險資產大幅上升。國際黃金價格正逼近2000美元大關，離兩年前的歷史高點近在咫尺。中信證券認為，金價有望保持上行趨勢，本輪價格高點有望突破2020年前高。
傳媒娛樂板塊大升，光線傳媒升18%。百度發佈的文心一言，目前已經有超過650家企業宣佈接入該模型。且不論文心一言是否達到專業預期，AIGC應用層市場進一步擴容是客觀的。李彥宏認為，未來的機會不僅在於基礎服務，更在於應用，例如生成文字、圖像、音視頻、數字人、3D內容等。這説明AIGC對於傳媒板塊具備巨大的革命意義，AIGC對於營銷、影視製作等相關內容創意生產行業的降本增效價值有望加快顯現。
光伏、儲能等新能源方向個股回落，晶澳科技、億緯鋰能、陽光電源升超4%。中原證券研報指出，受歐洲《淨零工業法案》草案傳言以及低迷的市場情緒等因素影響，光伏板塊資金大幅出逃，股價出現大幅殺跌跡象。情緒面和資金面的波動大於行業基本面變化。我們認為，光伏板塊目前估值迴歸到近年來的低點，而2023年國內外裝機需求增速並不悲觀。市場對歐美自建產業鏈對中國市場份額的瓜分影響反映過度，市場後續將會糾偏。建議投資者關注一體化組件廠、儲能逆變器、TOPCon設備等領域頭部公司。
華西證券研報指出，年初以來的多項經濟數據陸續驗證國內基本面整體復甦，上市公司盈利有望逐漸恢復，同時降準落地表明政策呵護流動性、促進經濟平穩復甦的態度，將對當前的A股市場起到支撐作用。海外方面，近期美聯儲和瑞士央行出手釋放流動性在一定程度上緩解了市場擔憂情緒，但在高利率環境下，海外金融風險進一步蔓延的可能性仍存在，這也將導致投資者對美聯儲的政策預期“反覆拉鋸”，行情走勢或有一定波折。
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