板块结构性分化显著。_老虎社区_美港股上老虎

板块结构性分化显著。电力产业链相关板块成为领涨主线，特高压等细分领域表现突出，带动相关产业链活跃，核心逻辑是国内政策红利与全球需求共振。半导体、贵金属等板块延续强势，提供局部赚钱效应。而前期热门的 AI 应用、商业航天等题材板块集体调整，相关跌幅明显，对市场情绪产生一定扰动，需观察调整是否到位。$上海新阳(300236)$ $崇达技术(002815)$ $华辰装备(300809)$

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