新年终于过完了，去年_老虎社区_美港股上老虎

新年终于过完了，去年整体一年总体还算不过，在春节前提因市场调整也吃了一波亏，新的一年，新的开始，让我们重振旗鼓继续操作，继续吃肉。

今日 A 股延续强势，指数与个股共振上行，周期与权重搭台、题材轮动唱戏，是结构性机会扩散的一天。但需注意，市场已从前期普涨转向分化轮动，高位赛道波动加大，低位板块补涨活跃。操作上，宜顺势而为，聚焦顺周期、低估值、有业绩支撑的方向，同时控制仓位，警惕短期技术性回调风险，避免追高高位题材。$贵州茅台(600519)$ $英伟达(NVDA)$ $腾讯控股(00700)$ $小米集团-W(01810)$

# AMD&Meta强强联手！加仓好时机？

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huuou
·02-25
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新年新气象，加油干！小心轮动风险。
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- 鲫鱼过江:
  加油😊
  02-27 16:16
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