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。

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

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