能源环保板块正处于政_老虎社区_美港股上老虎

能源环保板块正处于政策红利密集释放 + 产业加速落地的关键阶段，整体呈现 “高景气赛道领涨、传统能源承压、环保治理修复” 的格局。能源环保与医疗均是政策重点支持、产业趋势明确的优质赛道。能源环保高成长、高弹性，医疗稳健修复、刚需支撑。投资需立足政策、跟踪业绩、精选龙头，以中长期视角把握结构性机会。$英科再生(688087)$ $正丹股份(300641)$ $航发动力(600893)$

软件板块集体反弹！会是进场机会吗？

软件股延续近期反弹，北美科技软件ETF收涨2.27%。ServiceNow发布了几个AI产品。【本周软件股集体反弹，大家看好软件板块涨势吗？现在你的操作策略是？】

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