A股收評：三大指數重挫，全市場超4700只個股下跌，機器人板塊陷入調整
2月28日，A股主要指數集體重挫，創業板指一度跌逾4%。截至收盤，滬指跌1.98%，深證成指跌2.89%，創業板指跌3.82%。全天成交1.91萬億元，較前一交易日縮量1364億元；全市場近4800股下跌，不足600股上漲。
盤面上，兩大主線機器人和算力集體大跌，中大力德等多股跌停；CPO、銅纜高速連接領跌，弘信電子、太辰光、天孚通信等多股跌超10%。另一方面，油氣股逆勢走強，準油股份漲停；白酒板塊普漲，海南椰島、巖石股份雙雙漲停。
具體來看：
機器人概念股跌幅居前，埃夫特-U、漢威科技、三豐智能、綠的諧波等多股跌超10%，中大力德、兆威機電、柯力傳感跌停。
消息面上，高盛調研宇樹科技後發佈報告，認爲人形機器人技術拐點仍不明朗，人形機器人距離真正“上崗”，還有很長的路要走。高盛稱，人形人機器人H1只有19個自由度，因此仍然無法處理複雜而精細的任務。至少在未來2-3年內，人形機器人很難達到與人類工人相同的工作效率。而出現具有實際意義的應用要在5-10年之後。要實現大規模應用，還需要在軟件和硬件上進行多次迭代。
CPO概念持續走低，華豐科技、富信科技、弘信電子、太辰光、凌雲光、天孚通信等多股跌超10%。
半導體板塊大幅下挫，燦芯股份跌超14%，長光華芯跌超12%，盛科通信、峯岹科技、芯動聯科、安路科技等紛紛下跌。
油氣開採及服務板塊逆勢活躍，潛能恆信20cm漲停，準油股份漲停，貝肯能源漲超3%，洲際油氣、中海油服漲超2%，通源石油、海油發展、中曼石油跟漲。
消息人士稱，由於制裁和關稅的不確定性，OPEC+對按計劃提高4月石油產量持謹慎態度。俄羅斯、阿聯酋希望繼續在4月提高石油產量，包括沙特阿拉伯在內的其他成員國贊成推遲。
白酒板塊部分拉昇，巖石股份漲停，皇臺酒業漲2.39%，今世緣、迎駕貢酒、酒鬼酒、貴州茅臺漲超1%。
華泰證券指出，當前市場情緒及白酒板塊估值均處於低位區間，外部環境穩步改善託底板塊基本面，行業進入良性修復期。看好短期基本面表現突出，長期具備業績韌性/有望超越週期的頭部酒企。國泰君安日前研報表示，白酒板塊相對低位，有望迎來估值修復。
展望後市，東吳證券指出，兩會前處於政策、業績、經濟數據的真空期，對宏觀政策和產業政策預期較強，資金相對活躍，因此彈性較高、有想象空間的小盤風格收益高於大盤，目前開始至兩會之前，科技部分板塊開始輪動，市場風格可能仍然以成長類+製造類爲主，科技仍有勝率。同時，年報披露期間，業績成爲關鍵點，警惕虧損股、退市風險股。
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