A股收評：滬指震盪調整跌0.8%，農業種植、文化傳媒領跌
2月25日，A股三大指數集體下跌，截至收盤，滬指跌0.80%，深成指跌1.17%，創業板指跌1.13%。全市場成交額19255億元，較上日縮量1899億元。全市場超3700只個股飄綠。
盤面上，農業板塊集體回落，轉基因、糧食概念等方向領跌；文化傳媒股普跌，慈文傳媒跌超7%；保險板塊走弱，新華保險領跌；供銷社概念、化肥行業、白酒等跌幅居前。另外，汽車整車板塊拉昇，安凱客車升停；消費電子概念股逆勢走強，大富科技等升停；光刻膠、機器人等升幅居前。
具體來看：
消費電子板塊升幅居前，華為手機、AI眼鏡方向領升，大富科技、華映科技、福日電子、科森科技、雲天勵飛等多股升停。
光刻機概念股午後活躍，茂萊光學升超13%，藍英裝備升超11%，東方嘉盛升停。
汽車股上升，安凱客車升停，眾泰汽車升超8%，賽力斯升超3%，江淮汽車、海馬汽車、長安汽車、北汽藍谷跟升。
培育鑽石板塊部分飄紅，沃爾德升5.83%，惠豐鑽石升1.44%，中兵紅箭升0.06%。
工程機械板塊大升，萬達軸承升超11%，山河智能、柳工升停，華東重機、杭叉集團升超3%。消息面上，烏克蘭總統澤連斯基2月23日下午在基輔舉行記者招待會時表態，希望能夠在烏克蘭恢復和平、未來重建等方面得到中國的幫助。他表示，烏方願意與中方為此開展對話。
農業板塊集體回調，康農種業跌超7%，神農種業、荃銀高科跌超6%，登海種業、豐樂種業跌超5%，敦煌種業、萬向德農、農發種業、北大荒跟跌。
影視院線板塊震盪走低，光線傳媒領跌，慈文傳媒跌超7%，幸福藍海、華策影視、上海電影、唐德影視跌超3%。有分析稱，《哪吒2》的爆發讓影視板塊迎來久違的“開門紅”，但行業內部實在是冷熱不均。歸根結底，影視板塊受爆款項目影響較大，而大絕多數影視公司，都不具備長期生產爆款的能力，且近幾年除卻短劇市場比較火熱之外，影視市場整體處於低迷狀態，至今尚未恢復到疫情前的盛況。即便《哪吒2》如此火爆，多家媒體也預測，今年全年總票房未必能超過2023年的549億，更遑論到達疫情前的600億時代。
遊戲板塊飄綠，浙數文化跌停，盛天網絡跌超5%，冰川網絡、巨人網絡、姚記科技跌超3%，崑崙萬維、愷英網絡、吉比特、完美世界、遊族網絡跟跌。
白酒股普跌，水井坊跌超3%，捨得酒業、酒鬼酒、順鑫農業、山西汾酒、五糧液等跌超2%，老白乾酒、貴州茅台跌超1%。
保險股走弱，新華保險跌3.47%，中國太保跌2.18%，中國人壽、中國平安、中國人保跌超1%。
展望後市，光大證券指出，當前市場情緒較為積極，疊加諸多利好因素，今年春季行情或許也會出現兩條主線。當前市場情緒較為積極，2月21日市場成交額更是突破2萬億元，較高的市場成交額有望同時容納多條主線。向後看，受中美關係緩和、兩會政策催化、AI敍事短期難證偽等因素影響，市場情緒未來很可能仍將保持活躍，今年的春季行情很有可能也會出現兩條主線。除科技外，消費在潛在政策催化及低交易擁擠度下，未來或最值得重視。
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