A股午評：創業板指跌近1% 煤炭板塊大升 機器人概念股調整
A股三大指數早盤集體調整，截至午盤，滬指跌0.44%報3357.02點，深成指跌1.02%，創業板指跌0.99%，北證50指數跌3.23%。全市場半日成交額10484億元，較上日放量185億元，超4400只個股下跌。
盤面上，煤炭股持續走強，大有能源、美錦能源強勢升停，機構指煤炭需求和價格均有望體現出向上趨勢；NMN概念盤初拉昇，雪榕生物、百合股份、德展健康升停；黃金股普升，明牌珠寶、萊紳通靈升停，現貨黃金今日向上觸及2940美元/盎司。機器人概念股普遍調整，捷昌驅動跌停，雷賽智能跌超9%；儲存芯片概念走低，朗科科技跌超12%，怡亞通跌超9%。
煤炭股持續走高 大有能源直線升停
大有能源、美錦能源強勢升停，新集能源升超7%，晉控煤業、陝西煤業升超6%，鄭州煤電、雲煤能源、山煤國際跟升。
消息面上，開源證券近期研報指出，2025年兩會之後，隨着政策方案落實以及開春施工季的來臨，煤炭的需求和價格均有望體現出向上趨勢，煤炭股週期屬性將顯現，煤炭板塊有望迎來重新佈局的起點。
NMN概念盤初拉昇 雪榕生物20cm升停
雪榕生物、百合股份、德展健康升停，雅本化學升超8%，美邦科技、爾康製藥、特一藥業、晨光生物跟升。
消息面上，QYResearch調研團隊最新報吿稱，預計2030年全球煙酰胺單核苷酸(NMN)市場規模將達到8.9億美元，未來幾年年複合增長率CAGR為13.3%。隨着全球健康意識的普遍提升和科研與技術的不斷突破，NMN市場的增長動力將持續增強。
黃金股普升 明牌珠寶、萊紳通靈升停
明牌珠寶、萊紳通靈升停，迪阿股份升超7%，潮宏基升超6%，東方鋯業、鵬欣資源、曼卡龍、金誠信等跟升。
消息面上，現貨黃金今日向上觸及2940美元/盎司。法巴調高今年金價預測8%，估計金價很快會突破3000美元/盎司，第二季度可望升穿3100美元/盎司。法巴高級分析員David Wilson認為，鑑於特朗普關税帶來經濟前景不明朗，觸發央行及投資者增持黃金，將有望推高金價。
機器人概念股普遍調整 捷昌驅動觸及跌停
捷昌驅動跌停，震裕科技、均普智能、斯菱股份、凌雲光、凱爾達跌超10%，龍溪股份、瑞迪智驅、雷賽智能均跌超9%。
消息面上，高盛上月底發研報，預計到2027年和2032年，全球人形機器人的出貨量將分別達到7.6萬台和50.2萬台。這一增長速度低於市場預期，表明機器人技術的商業化進程可能比許多人預期的要慢。
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