今日 A 股呈现极致_老虎社区_美港股上老虎

今日 A 股呈现极致结构性分化，整体情绪偏弱、板块冷热分明，权重与中小盘、周期与成长的跷跷板效应显著。强势主线：油气、航运、高股息、中特估等板块领涨，受外部环境与避险需求驱动，资金抱团效应明显，龙头标的表现突出。弱势板块：科技成长、半导体、AI 应用、传媒、军工等赛道普遍调整，成长风格承压，题材股失血明显。操作上宜均衡配置、规避追高，聚焦低估值、高股息与顺周期方向，控制仓位应对波动$航发动力(600893)$ $杰瑞股份(002353)$ $宝丰能源(600989)$

中东局势陷僵局！大宗商品将如何演绎？

特朗普周六称美伊协议基本谈成、内容包括开放霍尔木兹海峡，告诉美方代表不要急于达成协议，周日称协议“尚未完全谈妥”。原油扭转三连跌、告别近两周低位，全周仍回落，布油一周跌超5%。沃勒讲话后，黄金加速下跌、盘中跌超1%，和白银连跌两周。

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精彩评论

FabianGracie
03-03
FabianGracie
分化太狠了，高股息抱团避险吧。
- 鲫鱼过江:
  别慌

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