今日 A 股受国际地_老虎社区_美港股上老虎

手握风云录
03-03 17:23

今日 A 股受国际地缘扰动主导，呈现明显结构性分化，外部情绪冲击大于实质影响，整体仍由国内政策与流动性提供支撑。全球避险情绪升温，资金偏向防御、高股息、资源类方向，成长赛道承压。国际能源与航运链条受事件催化，相关板块表现突出，避险资产出现轮动分化。外围波动主要影响短期情绪，未改变国内经济与政策的中期支撑$北方导航(600435)$ $中煤能源(01898)$ $大有能源(600403)$

# Circle低位反弹！现在能追吗？

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DaisyMoore
·03-03 17:52
防御股稳如泰山，能源板块真亮眼！
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