A股收評：創業板指跌0.68%，PEEK、寵物經濟表現活躍，算力、移動支付大跌
今日，A股主要指數震盪走弱，滬指漲0.03%報3297點，深證成指跌0.58%，創業板指跌0.68%，北證指數跌3.44%。
全天成交1.14萬億元，較前一交易日縮量1235億元，全市場近3700股下跌。
盤面上，PEEK材料板塊走高，新瀚新材20%漲停；寵物經濟板塊拉昇，中寵股份、天元寵物漲停；電力板塊走強，廣西能源等多股漲停；銀行板塊震盪上行，工、農、中三大行續創新高；美容護理、維生素及人造肉等板塊漲幅居前。
東數西算板塊下挫，潤澤科技跌超14%；次新股普跌，科拜爾跌超14%；數字貨幣板塊走低，拉卡拉跌逾11%；智譜AI、騰訊雲及軟件開發等板塊跌幅居前。
具體來看：
PEEK材料領漲，新瀚新材20CM漲停，中廣核技、中欣氟材漲停，富恆新材漲超8%，中研股份、南京聚隆漲超6%，沃特股份、肯特股份漲超5%，華密新材、雙一科技漲超4%。
電力股大漲，樂山電力、華銀電力、廣西能源、西昌電力、梆電國際、韶能股份漲停，寧波能源漲超7%，長源電力漲超5%，閩東電力、晉控電力、贛能股份、銀星能源漲超4%。
寵物經濟板塊走強，天元寵物20CM漲停，乖寶寵物漲超15%，中寵股份、依依股份漲停，貝仕達克漲超7%，百合股份漲超6%。
CRO概念股上漲，金凱生科20CM漲停，雙成藥業地天板，河化股份、凱萊英、靈康藥業漲停，博騰股份漲超5%，昊帆生物漲超4%，諾泰生物、翰宇藥業漲超2%。
銀行股上漲，工商銀行、農業銀行、中國銀行漲超2%，股價續創歷史新高，齊魯銀行漲超3%，廈門銀行、渝農商行漲超2%。
風電股部分走強，天能重工漲超13%，電氣風電漲超12%，新強聯漲超5%，通裕重工漲超4%，金風科技、運達股份上漲。
算力租賃板塊大跌居前，潤澤科技跌超14%，潤建股份跌超7%，廣脈科技、東方材料、漢鑫科技跌超6%，大位科技、首都在線跌超5%。
移動支付板塊回調，拉卡拉跌超11%，信雅達、新國都跌超9%，新開普跌超8%，南天信息、路橋信息、創識科技跌超6%。
展望未來，中信建投認爲，市場對關稅數字本身的反應淡化，關注重點聚焦至內需政策。由於3月和一季度經濟數據整體表現較強，4月政治局會議預計以穩爲主，但也不排除政策前置發力的可能性。預計4-5月後續政策可能以貨幣政策爲主，5-6月有望看到更多財政政策發力落地，疊加90天豁免到期、聯儲議息會議等，6-7月尤其是7月政治局會議可能是更關鍵的時點。微觀資金面仍有各方呵護，將對市場底線形成有力支撐，下行波動風險較爲有限，從資金偏好來看，大盤價值風格更加佔優。短期聚焦紅利+內需方向，中期維度靜待市場買點，擇機佈局新消費、自主可控、AI、機器人等方向。
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