能源环保板块正处于政_老虎社区_美港股上老虎

能源环保板块正处于政策红利密集释放 + 产业加速落地的关键阶段，整体呈现 “高景气赛道领涨、传统能源承压、环保治理修复” 的格局。能源环保与医疗均是政策重点支持、产业趋势明确的优质赛道。能源环保高成长、高弹性，医疗稳健修复、刚需支撑。投资需立足政策、跟踪业绩、精选龙头，以中长期视角把握结构性机会。$英科再生(688087)$ $正丹股份(300641)$ $航发动力(600893)$

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":539861942063640,"tweetId":"539861942063640","gmtCreate":1772785421506,"gmtModify":1772785424583,"author":{"id":4231572152887050,"idStr":"4231572152887050","authorId":4231572152887050,"authorIdStr":"4231572152887050","name":"鲫鱼过江","avatar":"https://static.tigerbbs.com/bce1fca99685b54a02384ae1152220a1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"0e901b844e694aab8873986a884287e8","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"NOW绩后大跌！软件板块能抄底吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0e901b844e694aab8873986a884287e8}&rnconfig={\"headerBarHidden\": true}","description":"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？】\n","image":"https://static.tigerbbs.com/b67f6288ba279600c2597293178c734b"}],"images":[{"img":"https://static.tigerbbs.com/56ebd14fb8115ed2cb73796aa142dd88","width":"1080","height":"766"}],"coverImages":[{"img":"https://static.tigerbbs.com/56ebd14fb8115ed2cb73796aa142dd88","width":"1080","height":"766"}],"title":"","html":"<html><head></head><body><p>能源环保板块正处于政策红利密集释放 + 产业加速落地的关键阶段，整体呈现 “高景气赛道领涨、传统能源承压、环保治理修复” 的格局。能源环保与医疗均是政策重点支持、产业趋势明确的优质赛道。能源环保高成长、高弹性，医疗稳健修复、刚需支撑。投资需立足政策、跟踪业绩、精选龙头，以中长期视角把握结构性机会。<a href=\"https://laohu8.com/S/688087\">$英科再生(688087)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300641\">$正丹股份(300641)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600893\">$航发动力(600893)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/56ebd14fb8115ed2cb73796aa142dd88\" tg-width=\"1080\" tg-height=\"766\"></body></html>","htmlText":"<html><head></head><body><p>能源环保板块正处于政策红利密集释放 + 产业加速落地的关键阶段，整体呈现 “高景气赛道领涨、传统能源承压、环保治理修复” 的格局。能源环保与医疗均是政策重点支持、产业趋势明确的优质赛道。能源环保高成长、高弹性，医疗稳健修复、刚需支撑。投资需立足政策、跟踪业绩、精选龙头，以中长期视角把握结构性机会。<a href=\"https://laohu8.com/S/688087\">$英科再生(688087)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300641\">$正丹股份(300641)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600893\">$航发动力(600893)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/56ebd14fb8115ed2cb73796aa142dd88\" tg-width=\"1080\" tg-height=\"766\"></body></html>","text":"能源环保板块正处于政策红利密集释放 + 产业加速落地的关键阶段，整体呈现 “高景气赛道领涨、传统能源承压、环保治理修复” 的格局。能源环保与医疗均是政策重点支持、产业趋势明确的优质赛道。能源环保高成长、高弹性，医疗稳健修复、刚需支撑。投资需立足政策、跟踪业绩、精选龙头，以中长期视角把握结构性机会。$英科再生(688087)$ $正丹股份(300641)$ $航发动力(600893)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/539861942063640","repostId":0,"isVote":1,"tweetType":1,"viewCount":1162,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["300641","688087","600893"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":327,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/539861942063640"}