A股收評：深V反彈，三大指數尾盤轉漲，微盤股重挫，深海科技走勢分化
今日，A股主要指數繼續下挫，尾盤拉昇轉漲。
截至收盤，滬指漲0.15%報3370點，深證成指漲0.07%，創業板指漲0.01%。
全天成交1.47萬億元，較前一交易日縮量1053億元，全市場超3800股下跌。
盤面上，微盤股集體重挫，建藝股份等多股跌停；腦機接口板塊走弱，創新醫療跌停；網絡安全板塊普跌，國華網安逼近跌停；房地產服務板塊走低，陽光股份逼近跌停；通信服務、新型工業化及發電機概念等跌幅居前。
另外，旅遊酒店板塊走高，天府文旅、峨眉山A等多股漲停；海工裝備板塊走強，亞星錨鏈漲停；化肥板塊拉昇，湖北宜化漲停；保險、鈦白粉及數字閱讀等板塊漲幅居前。
具體來看：
算力板塊跌幅居前，錦雞股份跌超11%，恆潤股份、浙大網新跌停，銅牛信息跌超9%，杭鋼股份等跌超6%，利通電子、拓維信息等跌超5%，雲從科技、潤建股份、宏景科技等跌超4%，優刻得等跌超3%，弘信電子跌超2%。
人形機器人板塊有所迴流，臥龍電驅、奮達科技漲停，雙林股份漲超8%，富臨精工、杭齒前進漲超3%，長盈精密、斯菱股份漲超2%；申昊科技跌超7%，愛仕達跌超4%，夏廈精密、中研股份、智微智能跌超3%，柯力傳動、五洲新春跌超2%。
深海科技走勢分化，邵陽液壓20CM漲停，大連重工四連板，亞星錨鏈、振華重工3連板，海洋王地天板，海蘭信漲超6%；神開股份一度跌停，巨力索具跌超1%。
旅遊及酒店板塊領漲，張家界、峨眉山A、大連聖亞、天府文旅漲停，長白山漲超6%，西安飲食、西域旅遊漲超3%。
磷化工板塊表現活躍，湖北宜化、六國化工漲停，川金諾漲超9%，魯北化工漲超6%，洛陽鉬業漲超4%，雲天化漲超3%。
銀行股逆勢收紅，交通銀行漲超3%，重慶銀行、長沙銀行漲超2%，齊魯銀行、中信銀行等漲超1%。
鋼鐵股走強，八一鋼鐵漲超7%，河鋼資源漲超6%，西寧特鋼漲超3%，南鋼股份、安陽鋼鐵、馬鋼股份漲超2%。
展望未來，中信證券認爲，在美國衰退真正發生之前，中國資產與美國資產“東昇西落”的敘事並不會迅速退潮，並且今年以來美股紅利強、科技弱，A股科技強、紅利弱，港股科技強、紅利也強的態勢同樣不會發生改變。
行業層面，1）科技領域建議關注國產算力、端側AI、鋰電、軍工、港股互聯網和港股創新藥，特別是Q2迎來密集新品發佈催化的端側AI，可能成爲新一輪帶動行情的主線方向。2）部分高位板塊近期出現回調，綜合考慮2025年以來漲跌幅和過去1個月漲跌幅，當前仍相對滯漲的板塊主要集中在新能源、紅利低波、金融地產，結合短期政策預期催化，建議更多關注其中新能源（儲能、逆變器）等相對滯漲品種。3）供給端出清領域建議關注鋁、鋼鐵和麪板，消費領域建議關注線下新零售。4）從一季報潛在超預期的視角來看，建議關注風電零部件、工程機械、汽車電子、眼科藥店、服務性消費等細分環節。
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