A 股当前处于成长主_老虎社区_美港股上老虎

A 股当前处于成长主线明确、结构性机会丰富的阶段，新质生产力是核心抓手，政策与技术双轮驱动。市场情绪偏积极，资金聚焦新质生产力与政策受益两大方向，同时受外部环境与行业周期影响，板块间分化明显。投资需聚焦主线、控制波动、灵活轮动，以中长期视角把握产业升级机遇，同时警惕短期风险与外部扰动。$科翔股份(300903)$ $联瑞新材(688300)$ $东方电气(01072)$

NOW绩后大跌！软件板块能抄底吗？

软件股领跌大盘，大订单受中东战事影响的ServiceNow跌近18%，拖累软件股，Salesforce跌近9%、领跌道指，微软跌近4%。【大家觉得软件板块还在杀估值吗？何时能抄底？】

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