本周是典型的“政策托_老虎社区_美港股上老虎

手握风云录

03-08

本周是典型的“政策托底+情绪修复”行情。短期波动主要受外部与资金调仓影响，中期仍以政策主线为核心。板块快速轮动下，更适合关注政策明确、基本面扎实的方向，避免追高短期热点。

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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