A股收評：三大指數齊挫，北上資金淨賣出95.9億，病毒防治概念全天強勢
A股主要指數午後繼續下行，三大指數均跌逾1.1%，截至收盤，滬指跌1.15%報2968點，深證成指跌1.54%，創業板指跌1.66%，北證50升3.59%。兩市超3500股下跌，全天成交7685億元，北上資金淨賣出95.9億元。
盤面上，優必選即將在港交所主板上市，機器人概念全天強勢，巨輪智能升停；新冠病毒變異株JN.1蔓延，病毒防治概念維持升幅，拓新藥業20cm升停；肝炎肝素概念走強，浙江震元升停；退税商店、化學制藥及SPD概念等升幅居前。另外，雞肉、豬肉概念持續走低，民和股份跌約5%；私有募大佬稱已不再關注白酒行業，白酒股午後繼續下行，瀘州老窖跌超5%；光伏設備板塊震盪下行，金博股份跌超8%；乳業、能源金屬及HBM概念等跌幅居前。
具體來看：
A股白酒股走低，瀘州老窖跌超5%，捨得酒業跌超4%，順鑫農業、五糧液、山西汾酒、古井貢酒等跌超3%。
消息上，私募大佬林園稱他已不再關注白酒行業，未來二十至三十年，只看與高血壓、心臟病、糖尿病三種疾病相關的投資機會。
養雞概念跌幅居前，民和股份跌超5%，益生股份、巨星農牧跌超4%，唐人神、春雪股份等跟跌。
消息面上，進入12月，白羽肉雞價格甚至刷新近兩年低點。近期，多家白羽肉雞上市公司披露數據，11月銷售收入環比、同比均現下滑。業內分析認為，春節前終端市場需求低迷，雞肉市場行情難言樂觀。
新冠藥概念大升，拓新藥業20CM升停，北交所森萱醫藥升超19%，廣生堂升超7%，新華製藥、眾生藥業等跟升。
消息面上，12月9日美國疾病控制與預防中心（CDC）首次將JN.1單獨納入新冠臨近預報，稱JN.1是目前美國增長速度最快的新冠變異株。截至當日，CDC預估計JN.1佔美國流行變異株的15-29%，而到10月底為止，它只佔美國新冠變異株的不到0.1%。
國企改革概念表現活躍，逾20股升停，天紡標30CM升停，宏裕包材、機科股份升超21%，上海建科、蘇常柴A等、浙江震元、濟南高新超20只個股升停。
消息面上，中央經濟工作會議上提出，深入實施國有企業改革深化提升行動，增強核心功能、提高核心競爭力。
燃氣、電力板塊走高，湖南發展、涪陵電力、京能熱力升停，南京公用升超9%，廣西能源、大連熱電等跟升。
消息面上，12月12日夜間開始，新一輪寒潮天氣過程上線，這股寒潮來勢洶洶，預計一直到17日將陸續給我國大部地區帶去雨雪、降温，氣温將普遍下降8~12℃，局地降幅超14℃。
個股異動
萬達電影今日復牌一字升停。消息面上，2023年12月12日，萬達文化集團、北京珩潤及王健林與儒意投資簽署《股權轉讓協議》，公司實際控制人將變更為柯利明。
北向資金全天淨賣出95.9億元，其中滬股通淨賣出57.71億元，深股通淨賣出38.19億元。
展望後市，中金研報指出，綜合宏觀環境變化、指數走勢結構、成交分佈情況、技術指標表現等，其認為A股當前在估值、情緒、資金等方面均處於偏低狀態，底部支撐較強，年底前仍有上升機會，但或出現的上升也將更多表現為震盪形式，風格方面建議關注小盤成長風格。
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