A股收評：三大指數小幅調整，創業板指跌0.25%，培育鑽石、醫藥商業板塊爆發
3月10日，A股主要指數早盤高開低走，午後探底回升收窄跌幅。截至收盤，滬指跌0.19%報3366點，深證成指跌0.17%，創業板指跌0.25%。滬深兩市全天成交額1.51萬億，較上個交易日縮量3126億。
盤面上，培育鑽石概念拉昇，黃河旋風升停；醫藥商業板塊走高，老百姓等多股升停；華為正式組建醫療衞生軍團，AI醫療板塊活躍，潤達醫療升停；BC電池概念走強，英諾激光20%升停。另一方面，ERP概念下挫，賽意信息跌超10%；國資雲、保險、華為昇騰、AI智能體等板塊跌幅居前。
具體來看：
ERP概念下挫，賽意信息跌超10%，雲鼎科技跌停，用友網絡跌超9%，漢得信息跌超8%，致遠互聯、焦點科技跌超5%。
保險板塊全線飄綠，中國人壽跌2.5%，中國太保、新華保險、天茂集團跌超1%。
國資雲板塊表現低迷，海南華鐵跌停，深桑達A、辰安科技跌超8%，數據港跌超6%，銅牛信息、浪潮軟件、易華錄跟跌。
培育鑽石概念升幅靠前，黃河旋風、國機精工升停，惠豐鑽石升超9%，力量鑽石升近6%，四方達、沃爾德、中兵紅箭跟升。
醫藥商業板塊活躍，人民同泰、健之佳、塞力醫療、老百姓升停，漱玉平民、海王生物升超7%，開開實業、益豐藥房升超5%。
PET銅箔概念股持續走高，東威科技20cm升停，英聯股份、寶明科技10cm升停，三孚新材升超6%。
工程機械板塊震盪上揚，恒立鑽具升超13%，威博液壓升超6%，同力股份、建設機械升超5%，唯萬密封、三一重工、柳工、邵陽液壓等跟升。東吳證券研報表示，工程機械板塊存在明顯的春季躁動，一般會在3—4月出現明顯上升行情。2025年在國內挖機銷量復甦背景下，有望迎來明顯的春季躁動行情。同時，工程機械板塊2025年國內外基本面均好於2024年，國內外迎來共振，週期較快復甦背景下看好規模效應帶來的利潤端改善。
光伏設備板塊表現亮眼，BC電池方向領升，英諾激光、海優新材20cm升停，中科雲網10cm升停，明冠新材升超5%，帝科股份升超4%，同享科技、宇邦新材、賽伍技術、天合光能紛紛上升。
煤炭股普升，大有能源、美錦能源升停，雲煤能源、安泰集團、平煤股份、陝西煤業升超2%。開源證券指出，隨着3月中旬煤價領先需求觸底，非電煤需求（如化工領域）逐步恢復，疊加6月迎峯度夏旺季驅動，價格有望回升。當前板塊估值處於低位，且兩會後政策落地或催化紅利資產重獲關注，煤炭行業風險釋放後重迎配置價值。在政策端後續有望加碼背景下焦煤板塊是核心。
展望後市，浙商證券認為，“回踩夯實”過程“雖遲但至”，後續市場大概率將通過區間震盪，來消化前期連續上升帶來的內生性調整壓力。預計經過一輪震盪整理後，市場有望在3月下旬重拾升勢，進入春季攻勢第三階段“全面反彈”。配置方面，基於春季攻勢正式進入第二階段“回踩夯實”的判斷，建議投資者調整持倉結構，靜待夯實整固完成時再行增配。行業板塊方面，建議對前期升幅過大的科技板塊做出一定調整，在板塊內部尋找標的進行“高切低”，或者切換部分倉位至前期升幅相對較小的大金融和紅利板塊，適當平滑淨值曲線。
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