A股收評：三大指數齊跌！滬指跌0.82%，地產股逆市走高
A股主要指數今日震盪下跌，截至收盤，滬指跌0.82%報3119點，深證成指跌0.88%，創業板指跌0.9%。近3900股下跌，全天成交7611億元較昨日縮量635億元。
盤面上，中國據悉考慮由地方政府收儲化解存量待售住房，房地產板塊走高，光大嘉寶、天地源雙雙升停；碳纖維、化纖板塊活躍，南京化纖升停；裝修建材、裝修裝飾板塊走強，建藝集團升停；Chiplet概念、賽馬概念及化肥板塊等升幅居前。另外，證券板塊大跌，浙商證券跌停，但國聯證券復牌升停；AI製藥板塊走低，泓博醫藥跌超12%；電力板塊持續回調，西昌電力跌停；注射器概念、虛擬電廠及CRO等板塊跌幅居前。
具體來看：
汽車整車股震盪下挫，安凱客車、海馬汽車跌超4%，江淮汽車、金龍汽車、宇通客車、東風汽車跌超3%，北汽藍谷、長安汽車等跟跌。
消息面上，當地時間5月14日，拜登政府對華加徵新關税，其中，中國進口電動汽車的關税將從25%增加至100%。有分析認為美國對中國加徵汽車關税的影響料將有限，因美國目前並未大規模進口中國純電動汽車。野村稱，由於歐盟及英國佔中國電動車出口量的40%，歐洲如果效仿美國，對中國電動汽車徵收高額懲罰性關税，中國電動汽車行業或會面臨更大壓力。
券商股走低，浙商證券跌停，國盛金控、太平洋跌超8%，方正證券、華創證券、信達證券等跟跌。與之形成鮮明對比的是，國聯證券今日復牌喜提一字升停。
有業內人士分析，券商股整體走低，情緒上或是與近期券商行業慘淡的一季報以及接連出現的罰單不無關係。券商行業的基本面已經見底，且行業的併購與重組加速這一預期正在逐步兑現。當前券商板塊正處於估值底部區間。
電力股回調，西昌電力跌停，樂山電力跌超9%，明星電力跌逾8%，甘肅能源、華銀電力跌超7%。
房地產股走高，光大嘉寶、天地源升停，信達地產升超7%，濱江集團、華髮股份、南國置業等跟升。
跟隨地產股升勢，家電板塊走強，老闆電器升超6%，火星人升超5%，億田智能升超4%，奧普家居、帥豐電器等跟升。
有市場傳聞稱，相關部門正在考慮一項計劃，即讓全國各地的地方政府購買尚未售出的存量住房。該方案可能會讓銀行提供貸款。
展望後市，華泰證券稱，當前位置下市場或進入小歇腳期，原因或在於支撐反彈的是體感上有温差的政策預期和經濟數據與待接力的邊際增量資金，市場突破關鍵點位或需要政策（持續性及強度）與內生動能（盈利彈性或產業週期）的雙管齊下，增量資金更多的則是水到渠成。市場下行風險隨着資金面風險釋放及一季報落地而減弱，但考慮到偏弱的金融數據或對風險偏好修復形成擾動、政策預期待催化，市場或從反彈進入小歇腳期，對應板塊輪動的行情仍會持續。
配置上，紅利仍是底倉首選，當前在板塊內部、A/港股間做高低切換，戰術配置出口與產能減壓兩個景氣主線。
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