今天市场结构性行情，_老虎社区_美港股上老虎

今天市场结构性行情，聚焦科技成长（光模块/半导体/算力）+电力设备主线，回避高位纯题材股。主线：光模块、半导体设备、特高压逆势强；稀土、创新药、AI应用回调，资金向存储、光纤、算力基建收敛。高位分歧加剧，涨停家数大减，赚钱效应回落。震荡分化、科技主线韧性足；控仓波段、不贪多、不恋战，破位果断减仓，保住利润为先$中润光学(688307)$ $高澜股份(300499)$ $南亚新材(688519)$ $特斯拉(TSLA)$

美伊僵局难解！贵金属、原油该如何布局？

周二美伊僵局持续，原油连日盘中大涨，原油三连涨、收创一周新高，盘中美油涨近5%、布油涨超4%；期金盘中跌近2%，连续两日收跌至一周低位，期银收盘终结五连涨、一度跌近3%，但此后转涨超1%。【美伊僵局难解，大家接下来有何操作策略？大宗商品走势，你怎么看？】

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EuniceGrote
05-12 16:22
EuniceGrote
科技线还硬特斯拉这边你也先防守吗
- 乾元持稳:
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