A股收评：沪指连跌5日，创业板指涨1.64%，抱团股超跌反弹，白酒板块集体走高
3月10日，受外围资本市场提振的影响，A股三大指数大幅高开，随后两市出现分化，截至收盘，沪指连跌五日，缩量收跌0.05%报3357点；深成指涨0.65%，报13563点；创业板指涨1.64%，报2676点。个股普跌，涨幅超9%个股仅40余家，市场赚钱效应较差。
盘面上，超跌抱团股集体反弹，山西汾酒、药明康德等大涨；白酒、锂电池、煤炭、碳中和、医疗等概念涨幅居前；油气采掘板块领跌，惠博普跌停；港口航运股集体下跌，渤海轮渡、中谷物流跌逾6%。染料概念大跌，浙江龙盛收跌4.4%；网络游戏、云计算、数字货币等概念表现低迷。
具体来看，白酒板块全天强势，山西汾酒因业绩超预期而强势涨停，金种子酒、青青稞酒大涨7%，ST舍得、酒鬼酒、泸州老窖、五粮液涨逾4%，白酒龙头贵州茅台收涨1.7%，老白干酒、金徽酒等跟涨。
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煤炭概念涨幅居前，陕西黑猫、云煤能源、开滦股份等封板；大有能源、山西焦化涨逾8%；安源煤业、昊华能源、淮北矿业涨超3%。
（来源：wind）
动力电池板块集体反弹，恩捷股份、翔丰华、亿纬锂能、天赐材料涨超5%；宁德时代、比亚迪、当升科技上涨3%。除了隔夜美股大反弹的带动影响，在美上市的中国造车新势力蔚来、理想、小鹏被报道称计划最早于今年在港股上市，一定程度上增强了市场对新能源车的信心。
（来源：wind）
前期跌幅惨烈的医药生物板块亦开启反弹。览海医疗、紫鑫药业、通策医疗涨停封板；佐力药业、欧普康视、昭衍新药等大涨7%；片仔癀、药明康德、康龙化成、英科医疗、迈瑞医疗、爱尔眼科等细分领域龙头涨逾5%。
（来源：wind）
港口板块跌幅居前，宁波港领跌5.45%；北部湾港、上港集团、连云港下跌4%左右；青岛港、保税科技、日照港等个股纷纷跟跌。
（来源：wind）
能源设备板块大跌，惠博普跌停，准油股份大跌9%；海默科技、恒泰艾普、通源石油、杰瑞股份跌逾5%。
（来源：wind）
科创板方面，传音控股、恒玄科技、艾力斯-U涨逾7%，极米科技、奇安信-U等跟涨；而深科达、金盘科技领跌，跌超16%，华锐精密、普门科技、光云科技等均跌逾6%。
（来源：wind）
（来源：wind）
北向资金今日合计净买入52.25亿元，其中沪股通净流入39.89亿元，深股通净流入12.36亿元。
（来源：wind）
国盛证券认为，春节后的急速调整，只是抱团股价值趋向合理的正常走势，财政积极货币稳健宏观流动性并未全面收紧，场内杠杆率也并未处于异常水平，A股当前并不存在系统性风险，指数短线跌速快跌幅大，已出现情绪化特征，目前建议按兵不动。
国金证券表示，重点关注中盘股投资机会。全球经济复苏下，一方面沪深300等大盘成分股业绩增长优势不强，中盘股的成分股成长性更强；另一方面流动性收紧、利率上行的背景下，部分高估值的大盘股估值调整压力较大，中证500、中证1000等中盘指数安全边际凸显。
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