A股收評：滬指險守2700點，高股息、權重股表現亮眼
2月5日，A股主要指數早盤重挫，午後探底回升全線翻紅，但尾盤再度回落。截至收盤，滬指跌1.02%報2702點，早盤一度下探至2635點；深證成指跌1.13%，創業板指升0.79%。近4900股下跌，全天成交8774億元，北上資金淨買入12.11億元。
盤面上，高股息、創業板權重股逆勢拉昇帶動指數反彈，智飛生物、邁瑞醫療升超6%，寧德時代升超4%，長江電力、農業銀行等均再創新高；銀行板塊逆勢飄紅，中信銀行升超4%，中國銀行、工商銀行、寧波銀行升超2%。另一方面，噪聲防治板塊下挫，九州一軌等多股跌停；時空大數據、空間計算板塊走低，華是科技等十餘股跌逾10%；數字水印板塊午後持續下行，恒信東方等多股跌超10%；數字哨兵、智慧政務及新型城鎮化等板塊跌幅居前。
具體來看：
高股息、創業板權重股逆勢拉昇帶動指數反彈，愛爾眼科、智飛生物、邁瑞醫療升超6%，寧德時代升超4%，中國海油、中國神華升3%，長江電力、農業銀行等均再創新高。
銀行板塊部分飄紅，中信銀行升4.44%，中國銀行、工商銀行、寧波銀行升超2%，交通銀行、建設銀行、招商銀行、郵儲銀行、興業銀行紛紛上升。
國信證券指出，當前銀行板塊估值處於低位，經歷過房地產風險暴露、存量房貸利率調整後，板塊潛在利空明顯減少，估值下行風險很小。若宏觀經濟恢復向好，有望推動銀行板塊的估值修復，因此我們維持行業“超配”評級。個股方面，一是建議在行業整體低估值的情況下佈局長期前景優秀的銀行；二是推薦以中小微客羣為主、特色鮮明的小型農商行；三是對於追求低波動、絕對收益的資金，建議關注股息率較高且分紅記錄穩定的銀行。
噪聲防治板塊下挫，九州一軌、新築股份、威奧股份等多股跌停。
數字水印板塊午後持續下行，恒信東方、星環科技、亞信安全、數碼視訊等多股跌超10%。
北上資金全天淨買入A股12.11億元，為連續第5日淨買入。其中，滬股通淨買入16.14億元，深股通淨賣出4.03億元。
展望後市，中金公司指出，當前市場估值、成交等情緒指標仍處於歷史偏底部區間，投資者入市意願偏弱，增量資金有限，但考慮到近期穩增長、穩市場、穩預期的政策正陸續出台和落地，政策面的積極變化有助於短期流動性風險的化解及投資者信心的提振，後續市場仍具備繼續修復的動能。雖然春節前後因長假因素影響市場短期或仍有波動，但對A股中期表現不必過分悲觀。配置層面，短期結合政策變化關注受益領域，注重景氣回升和紅利資產的攻守結合。
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