金融界网站讯 22日午后两市跌幅再度扩大，截至发稿，沪指跌0.71%，创业板指跌0.55%。
盘面上，次新股板块领跌两市，10余股跌停，140余股跌幅超过5％；中字头、共享经济、ST概念等板块跌幅靠前。
银泰证券：当前A股存量博弈性质明显，表现在盘面上即为两市成交量持续维持在较低水平，融资余额难以向上有效突破，以及盘中热点板块明显的“跷跷板”效应。
短期在没有超预期利好出现的情况下，沪深市场存量博弈的行情性质暂难发生明显改变，因此A股整体弱市格局也将延续。
西部证券：结合技术走势观察，沪指前期冲高未果、涨跌交错回落整理，量能呈现渐次缩减的状态，说明指数回探之际市场惜售心态浮现，日K线显示，指数盘中反抽始终受制短期均线压制，十日均线的进一步下移，表明市场短期整理仍将延续。
周K线显示，沪指五周、十周均线下行，且指数持续受均线反压后期修复尚需等待。
指数自四月中旬以来连续调整，做空量能的持续释放在前期堆积明显，对于随后市场反攻形成不小拖累，随后市场量能未见实质转变，指数交错出现的底部反弹强度就始终难以增厚，近期市场可参与性并不突出，操作策略方面，谨慎观望为主，并适度降低短线的参与频率。
申万宏源：A股行情在3100点上方难以站稳，反弹遇阻后将再度转入震荡防御、且战且退的阶段，其中短线围绕250日年线位置震荡反复。
同时，结构性分化持续，绩优蓝筹作为弱势行情中的优质品种，还将继续受到机构青睐并抱团取暖。
不过部分蓝筹股大股东也开始抛售减持，需要引起重视。
而那些壳资源股、纯题材概念的高市盈率的个股，在ST新都退市的影响下，或将出现持续降温、价值回归。
因此，投资者应严格控制仓位，同时注意手中筹码的配置，对可能持续调整的品种予以回避。
华泰策略：我们在4月中旬发布的观点中指出，分母端流动性在信用收缩阶段成为A股市场运行的主要矛盾。
当前仍然处于政策出台密集期，规范通道业务，降低违约风险，表内信贷继续收缩，短期风险偏好仍然受到压制，我们对A股市场判断仍然较为谨慎。
“以龙为首”配置继续延续，行业配置逻辑坚持低杠杆、低估值、低流动性敏感型、高现金流的“三低一高”。
主题投资，布局雄安主题与油气改革。
海通策略：①市场中期震荡市格局未变，主要矛盾是结构。
05年来数据显示目前估值对应Wind全A未来一年正收益概率超六成，中小创两成上下。
②震荡市的年份通常有两波机会，需要时间熬过资金紧张期，等待业绩公告期的数据扭转预期。
③盈利与估值匹配度是结构差异的核心，持有消费和白马成长等一线龙头股，中期看好低估低配的金融。
光大研究：上周，前期央行MLF操作带来的市场情绪缓和被特朗普“泄密门”事件引发的全球避险情绪升温所中断。
短期来看，市场仍面临如2季度资金面偏紧、6月美元加息预期等一些负面因素的困扰。
4月基建和制造业投资回落拖累固定资产投资增速下滑，虽然地产投资有所回升，但在销售下滑和资金受限的情形下料难持续。
需求趋弱也导致4月工业生产有所放缓，供需两侧均有回落。
在PPI持续回落下，我们判断企业主动补库存或已结束，企业盈利增速已见顶回落。
金融监管加强的趋势未变，而前期货币政策收缩的影响也已开始显现，企业融资成本大幅上升，市场利率易上难下。
我们认为市场在中长期可能将同时面临“盈利向下+利率向上”的不利组合，我们维持对市场谨慎看法。
在配置建议上，我们仍然建议偏重防御，方向上更多偏向银行、保险等低估值价值蓝筹以及精选电子、传媒、医药等业绩和估值较为匹配的消费和成长股。
主题方面，建议关注国企改革。
申万宏源：市场正在从过度悲观的预期中走出，微观市场结构的调整（投资者仓位的下降，赚钱效应的收缩）已相对充分，A股市场夯实底部区域的进程已经开启，尽管监管不确定性之下，A股市场反弹的进程当中会有所反复，但指数再出现新低的概率并不高。
现阶段神似2017年1月和2016年6月，预期扰动可能余波未平，但底部区域已经出现，保持积极心态。
建议继续坚守基本面趋势投资和确定性溢价作为底仓。
以消费品龙头为代表的价值龙头依然具备配置价值，另外重点关注高景气的环保（一季报超预期）、火电（业绩拐点）、新能源汽车上游（2017下半年好于上半年，2018好于2017）、电子化学品（消费电子下游，半导体高景气）和航空（旺季提价）。
“一带一路”主题当中的国际工程承包板块也是2017年业绩逐季上行的方向，后续板块当中业绩确定改善的公司，仍有望趋势性上行。
另外，国防军工板块超跌反弹当中的高弹性也正在兑现。
短期也可以关注云南、山西国企改革以及央企混改的一些积极变化。
两市个股资金流入前20股||||两市个股资金流入前20股股票名称股票代码涨幅净流入(万元)↓累计流入(万元)累计流出(万元)净流入指标成交占比石化油服6008719.95%86325.1089263.602938.50748.9072.99%中国平安6013184.34%66450.05216821.47150371.4214.3417.88%格力电器0006512.02%29694.67110321.8380627.1614.7315.15%浪潮软件6007565.77%28892.3764920.7136028.33426.5427.07%北京科锐0023500.77%27132.9586963.9759831.02454.4617.66%华讯方舟0006872.63%26476.0960215.4433739.35290.5027.17%凯发电气3004078.49%25469.7359156.9733687.24844.2026.42%远达环保6002925.33%23589.1442487.0518897.91250.5037.64%金溢科技00286910.01%22838.8024539.761700.971530.2186.33%中国太保6016012.87%22128.0249373.6927245.6712.2928.35%恒康医疗0022190.94%21867.8540948.9019081.05235.3434.48%云南城投60023910.00%21009.3435225.9014216.55302.4141.08%美的集团0003331.72%16909.8781584.1664674.307.5711.23%金陵体育3006516.57%16824.9533977.6517152.691970.7331.97%至纯科技60369010.01%16651.2227497.0410845.821414.3841.94%中环装备300140-1.77%16450.1658671.8542221.69359.6014.77%惠达卫浴6033859.99%16423.0121497.515074.50758.2260.52%海康威视0024153.88%15562.4566889.8051327.357.7712.82%金牌厨柜6031806.75%14790.7940672.5625881.771262.0321.72%金洲管道00244310.00%13436.6216465.213028.59307.3667.38%两市个股资金流出前20股||||两市个股资金流出前20股股票名称股票代码涨幅净流入(万元)↑累计流入(万元)累计流出(万元)净流入指标成交占比中国建筑601668-2.97%-43791.1459815.94103607.08-16.7325.85%双良节能600481-10.04%-38589.978103.6346693.60-391.0370.02%东方能源000958-4.64%-32455.70123345.27155800.97-464.2511.65%金隅股份601992-4.34%-29650.2155486.6685136.87-51.6320.45%华夏幸福600340-4.34%-28596.6245193.2973789.91-30.9223.16%保变电气600550-4.56%-22162.9552458.4174621.36-151.2916.89%苏垦农发601952-9.98%-21126.0842675.9263802.00-489.7819.70%皖天然气603689-4.16%-20757.4018175.5138932.90-1020.7035.99%第一创业002797-5.95%-19579.7434775.4754355.20-74.2321.45%冀东水泥000401-4.11%-18496.9638058.8956555.85-78.4619.08%津膜科技300334-5.71%-17710.7258299.8276010.54-192.2712.96%京汉股份000615-5.62%-16705.9528618.5045324.45-278.0322.08%时代万恒600241-4.09%-16395.1918044.0134439.19-447.4331.91%先河环保300137-3.30%-15222.4740058.7155281.18-172.2915.33%中信证券600030-1.27%-15119.0113915.4229034.43-9.9333.71%太空板业300344-7.89%-15039.4638745.8053785.26-463.7916.07%中材国际600970-5.50%-14855.2228800.4343655.65-95.1019.86%荣盛发展002146-5.03%-14337.1324613.4938950.62-36.8321.60%广州港601228-6.29%-13615.3330193.6243808.95-211.1317.68%建投能源000600-4.63%-13320.4536877.0650197.51-89.9215.00%两市板块净流入排名(表)||||两市板块净流入排名(表)行业名称涨幅净流入(万元)↓累计流入(万元)累计流出(万元)净流入指标成交占比贡献度最大采矿业0.28%33450.19656484.83623034.641.109.37%金石资源教育-0.40%-1237.565198.636436.19-10.646.96%东方时尚住宿和餐饮业-1.41%-5366.017315.9712681.99-9.8727.35%*ST云网卫生和社会工作-1.36%-7432.9617185.5924618.55-8.8016.78%迪安诊断水利、环境和公共设施-1.41%-21885.67276830.88298716.55-7.682.35%国祯环保科学研究和技术服务业-2.61%-27275.3379680.01106955.34-29.6016.37%能科股份综合-2.26%-29917.1348262.9578180.08-19.0223.97%*ST坊展文化、体育和娱乐业-1.24%-38291.98129012.65167304.63-8.5013.33%新经典租赁和商务服务业-1.85%-39462.87130362.36169825.23-9.5115.16%深圳华强农、林、牧、渔业-1.01%-52659.51129431.08182090.59-14.7418.53%苏垦农发两市板块净流出排名(表)||||两市板块净流出排名(表)行业名称涨幅净流入(万元)↑累计流入(万元)累计流出(万元)净流入指标成交占比贡献度最大制造业-1.11%-2039086.857876081.349915168.19-11.8712.97%双良节能信息传输、软件和信息-1.65%-271682.50866876.251138558.75-15.6014.45%浩丰科技建筑业-2.50%-206390.47779541.88985932.35-13.7313.37%花王股份电力、热力、燃气及水-1.49%-185630.69630320.03815950.72-14.0312.19%百川能源房地产业-1.71%-183413.73459623.72643037.45-10.6715.42%珠江B交通运输、仓储和邮政业-1.77%-157699.99313650.87471350.86-11.3921.41%珠海港批发和零售业-1.52%-152071.65397512.77549584.42-12.1915.73%安德利金融业0.42%-121330.581046505.581167836.16-1.439.63%中国平安农、林、牧、渔业-1.01%-52659.51129431.08182090.59-14.7418.53%苏垦农发租赁和商务服务业-1.85%-39462.87130362.36169825.23-9.5115.16%深圳华强沪市主力大单流入前20股||||沪市主力大单流入前20股股票名称股票代码收盘价涨跌幅大单(万股)买入净量占流通盘比列 买入卖出买卖差当日T-1T-2一周石化油服6008714.099.95%2590672025186.08.9365%1.868%0.962%12.0645%云南城投6002396.4910.0%414313432800.02.6157%0.0%0.0%2.6157%驰宏锌锗6004975.84.13%332416681656.00.3842%-0.011%-0.032%0.3132%远达环保60029212.055.24%23128231489.01.907%0.324%-0.024%2.355%中国平安60131842.854.49%316817371431.00.1321%0.02%0.04%0.2101%浪潮软件60075620.996.22%22428951347.04.1561%1.854%0.028%5.9951%农业银行6012883.450.58%409228121280.00.0044%-0.0010%0.01%0.0024%宝钢股份6000196.152.67%305119551096.00.0496%0.0030%-0.0080%0.0536%新钢股份6007823.321.53%22871316971.00.3484%0.0050%0.105%0.6854%节能风电6010164.062.78%70026083919.00.4111%1.694%-0.249%1.8971%酒钢宏兴6003072.760.36%25951696899.00.1435%-0.024%-0.063%0.2675%中国石化6000285.890.86%30972209888.00.0093%0.0020%0.0010%-7.0E-4%兴业银行60116615.650.38%21751525650.00.0341%-0.024%-0.065%-0.1059%山东钢铁6000222.59-0.38%24031764639.00.0777%0.033%-0.049%0.2407%方大特钢6005077.284.75%1113485628.00.4736%0.0050%0.105%0.6516%八一钢铁6005819.394.22%21851585600.00.7828%0.164%-1.397%-0.3232%西部资源60013911.94-0.25%746176570.00.8612%0.094%0.237%1.2932%中国银行6019883.630.55%52074652555.00.0026%0.0050%0.0010%-0.0044%中国石油6018577.681.05%1020471549.00.0034%-0.0010%0.0010%-0.0046%中国太保60160128.683.02%733213520.00.0827%0.024%0.017%0.1227%深市主力大单流入前20股||||深市主力大单流入前20股股票名称股票代码收盘价涨跌幅大单(万股)买入净量占流通盘比列 买入卖出买卖差当日T-1T-2一周华讯方舟00068717.243.17%24448451599.03.0089%-0.201%0.412%3.2949%恒康医疗00221912.941.25%22157481467.02.0366%0.0%0.0%2.0366%凯发电气30040722.177.57%17316161115.08.2635%1.49%4.551%18.5425%金洲管道0024438.6910.0%12992421057.02.1011%-0.046%-0.62%-0.7929%北京科锐00235027.440.77%203310261007.04.6282%1.645%0.267%13.0802%格力电器00065133.651.66%1699791908.00.1521%0.012%-0.042%0.0011%铜陵有色0006302.720.0%33962543853.00.0892%-0.045%-0.055%0.1382%中环装备30014018.95-1.51%18081086722.02.983%6.958%3.648%14.671%中南建设0009616.910.29%18521137715.00.1933%0.224%0.033%0.2973%国际医学0005165.622.37%1201641560.00.2894%-0.089%-0.196%-0.4456%山东威达00202610.92-0.64%731238493.01.3921%1.418%0.438%5.0711%南国置业0023054.8310.02%4720472.00.3561%-0.012%-0.0050%0.3821%潜能恒信30019130.485.61%684253431.02.0819%0.995%1.01%4.2359%大华股份00223618.154.91%723339384.00.2247%-0.102%-0.061%0.0667%康得新00245019.960.05%768397371.00.1288%0.0020%-0.15%0.2328%恒泰艾普30015713.894.28%62055834371.00.6047%2.502%-4.992%7.9357%海康威视00241527.543.61%777415362.00.0499%-0.0020%-0.038%-0.0941%华侨城Ａ0000698.541.07%728408320.00.0523%-0.074%0.26%0.2743%银河生物00080611.41-0.09%458139319.00.4567%1.007%0.152%3.1597%博深工具00228224.351.33%1107802305.01.6244%0.367%-0.25%-1.3746%沪市主力大单流出前20股||||沪市主力大单流出前20股股票名称股票代码收盘价涨跌幅大单(万股)卖出净量占流通盘比列 买入卖出买卖差当日T-1T-2一周双良节能6004816.09-10.04%99567295734.03.5384%0.019%-0.0%3.5574%中国建筑6016688.84-2.75%470791654458.00.1502%0.016%0.061%0.3252%金隅股份6019927.05-4.34%5712100184306.00.5287%0.086%0.275%0.2757%*ST锐电6015581.47-4.55%146645923126.00.5521%-0.129%0.165%0.1391%*ST海润6004011.54-4.94%101640303014.00.6379%-0.057%0.177%-0.0161%庞大集团6012583.09-4.92%8256109582702.00.417%0.343%0.542%-1.83%保变电气60055010.68-4.47%275350622309.01.6817%-5.23%1.092%-3.1333%唐山港6010005.56-4.63%139933091910.00.4756%0.042%0.327%-0.0784%首创股份6000087.760.0%10821125781757.00.3645%0.458%1.465%0.2195%中国中冶6016184.78-3.04%80724731666.00.1026%0.013%0.066%0.2336%中材国际6009709.3-5.3%123726941457.00.8656%0.212%0.933%-0.1304%*ST青松6004253.61-5.0%21914591240.00.8993%-0.0080%0.202%0.8713%广州港6012289.25-6.09%120324351232.01.7633%1.218%1.245%1.7543%太平洋6010993.92-1.51%117123691198.00.1849%0.127%0.246%0.3619%上海建工6001703.59-3.49%34314481105.00.1345%0.029%0.018%0.2165%民生银行6000167.73-1.02%167127371066.00.0361%0.024%0.053%0.1881%兴业证券6013777.28-2.15%3461315969.00.1447%0.067%0.029%0.3117%绿地控股6006067.21-2.3%6121577965.00.2994%0.189%-0.252%0.4364%中国电建6016697.4-4.52%13282227899.00.0936%0.094%0.118%0.3286%中海油服60180813.210.08%15532417864.00.2918%-0.556%-0.083%-0.3452%深市主力大单流出前20股||||深市主力大单流出前20股股票名称股票代码收盘价涨跌幅大单(万股)卖出净量占流通盘比列 买入卖出买卖差当日T-1T-2一周东方能源00095810.51-4.45%9126123083182.04.7746%-8.521%3.28%-6.0864%河钢股份0007094.51-1.74%9639121982559.00.241%-0.167%0.333%-0.681%中联重科0001574.280.23%241446082194.00.3502%0.063%0.076%0.3772%新兴铸管0007787.590.8%9244105751331.00.3654%-0.458%0.633%-0.1026%第一创业00279713.79-5.68%85321481295.00.675%0.823%-0.0%2.036%荣盛发展00214610.02-4.93%86020631203.00.3093%-0.016%0.261%0.6203%华东科技0007272.8-1.75%58617281142.00.4676%-0.145%0.105%0.3426%巨力索具00234210.71-4.03%104121811140.01.317%-1.128%1.169%-3.24%国海证券0007505.08-5.75%212231361014.00.2405%0.072%0.088%0.3105%惠博普0025547.08-3.28%10852028943.01.512%-4.631%-0.135%-5.513%建新股份3001079.31-1.9%17732634861.02.6334%-4.41%2.251%0.4864%冀东水泥00040117.53-3.95%6491507858.00.6369%-0.16%0.944%0.5859%泰达股份0006525.91-4.68%2981110812.00.554%-0.0060%0.274%0.654%京汉股份00061516.95-5.68%3921199807.02.2778%-0.525%2.591%0.0928%建投能源00060013.6-4.56%9021702800.00.7339%-1.142%1.472%-1.2091%珠海港0005079.17-6.81%5391337798.01.0335%-0.317%1.105%0.9055%嘉寓股份3001179.56-5.16%7411507766.01.0703%0.027%2.104%-0.1567%雏鹰农牧0024774.57-3.38%4461202756.00.3508%0.127%0.348%0.3968%徐工机械0004253.41-1.45%3421095753.00.1077%0.047%0.04%0.1127%首航节能0026657.62-3.67%4491163714.00.4635%-0.049%0.282%-0.3295%沪市主力控盘个股一览(表)||||沪市主力控盘个股一览(表)股票名称股票代码收盘价涨跌幅振幅换手率当日3日5日先达股份60308640.84-9.22%20.709%6.903%4.1418%41.91%时代万恒60024118.92-4.44%17.3333%5.7778%3.4667%14.91%寿仙谷60389629.15-9.98%14.7758%4.9253%2.9552%47.11%兴业股份60392821.28-8.51%14.7059%4.902%2.9412%17.55%中持股份60390361.841.23%12.4581%4.1527%2.4916%41.67%皖天然气60368924.19-4.24%11.8644%3.9548%2.3729%29.0%花王股份60300749.45-8.41%11.6362%3.8787%2.3272%4.36%云南城投6002396.4910.0%11.2977%3.7659%2.2595%7.36%新泉股份60317941.26-9.99%11.1926%3.7309%2.2385%18.62%博天环境60360349.18-2.27%10.8845%3.6282%2.1769%36.97%龙元建设60049110.395.16%10.8108%3.6036%2.1622%2.47%金牌厨柜60318068.976.8%10.7307%3.5769%2.1461%58.81%亚振家居60338918.1-9.32%10.5627%3.5209%2.1125%13.75%奇精机械60367750.85-7.83%10.2671%3.4224%2.0534%5.9%通葡股份6003658.64-8.67%10.1159%3.372%2.0232%2.65%江化微60307862.25-7.28%10.0147%3.3382%2.0029%12.66%国泰集团60397725.92-10.0%9.9654%3.3218%1.9931%9.45%至纯科技60369022.6410.01%9.876%3.292%1.9752%34.02%安德利60303138.81-8.05%9.6722%3.2241%1.9344%7.09%圣龙股份60317820.56-9.98%9.6718%3.2239%1.9344%15.93%深市主力控盘个股一览(表)||||深市主力控盘个股一览(表)股票名称股票代码收盘价涨跌幅振幅换手率当日3日5日香山股份00287040.6-5.78%17.4879%5.8293%3.4976%36.66%隆华节能3002637.03.55%15.3481%5.116%3.0696%9.86%中环装备30014018.98-1.35%14.0652%4.6884%2.813%21.67%世纪瑞尔3001508.76-7.98%14.037%4.679%2.8074%6.43%石化机械00085218.192.88%13.6901%4.5634%2.738%17.84%海默科技30008411.210.02%12.4324%4.1441%2.4865%18.33%昊志机电30050320.65-6.43%12.2232%4.0744%2.4446%8.18%金陵体育30065144.855.98%12.1653%4.0551%2.4331%61.2%东方能源00095810.54-4.18%11.9%3.9667%2.38%39.4%键桥通讯00231612.9-5.49%11.6484%3.8828%2.3297%7.79%精测电子30056790.73-6.58%11.4256%3.8085%2.2851%7.57%星徽精密30046414.72-6.06%11.3208%3.7736%2.2642%6.5%钧达股份00286529.22-9.84%11.0786%3.6929%2.2157%29.28%多喜爱00276144.6-4.88%10.9657%3.6552%2.1931%1.06%博深工具00228224.210.75%10.9381%3.646%2.1876%28.42%达威股份30053555.21-8.74%10.9252%3.6417%2.185%6.1%恒康医疗00221912.941.25%10.8434%3.6145%2.1687%6.27%凯中精密00282342.8-8.94%10.8363%3.6121%2.1673%13.04%华锋股份00280622.82-7.24%10.8077%3.6026%2.1615%6.88%北京科锐00235027.551.18%10.7071%3.569%2.1414%23.97%当日板块资金龙虎榜(附股)||||当日板块资金龙虎榜(附股)板块名称涨跌幅总成交额(万元)贡献最大个股涨跌幅成交量(手)成交额(万元)保险3.61%579406.13中国平安4.49%889267376513.19保险重仓股1.36%292884.19尚荣医疗4.13%8407713463.98其他轻工制造1.21%44477.25至纯科技10.01%17690639020.33石油开采0.88%113720.36中国石油0.92%29571822682.05可燃冰0.79%491050.01石化机械2.94%1066677194402.71石油化工业0.76%305346.67中国石油0.92%29571822682.05钢铁0.70%711981.41金洲管道10.00%23164019704.18油气改革0.68%1458297.63海默科技10.02%45783248551.90地热能0.68%550796.26恒泰艾普4.13%1643800227512.95生物识别0.58%554591.12大华股份5.20%33449760084.79参股期货0.57%572218.64远达环保5.33%50523862327.64页岩气0.53%1080322.25海默科技10.02%45783248551.90外管局持股0.51%218141.02农业银行0.87%103278935564.67白色家电0.47%767457.56长青集团3.22%758637104512.78钢铁行业0.46%756187.71富煌钢构5.78%12334316579.32智能交通0.46%779419.66凯发电气7.23%42602794232.56银行和金融服务0.45%2253213.14中国平安4.49%889267376513.19金融业0.45%2294160.04中国平安4.49%889267376513.19阿里巴巴0.42%1218490.22大华股份5.20%33449760084.79银行0.39%907255.30招商银行2.24%533164111703.97更多精彩资讯，请来金融界网站(www.jrj.com.cn)