今日 A 股呈现 “_老虎社区_美港股上老虎

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今日 A 股呈现 “指数普跌、结构极致分化” 的格局，前期热门板块集中回调，防御与政策受益方向逆势抗跌，资金避险与调仓特征突出，短期情绪偏谨慎。资金避险与调仓：临近春节长假，资金对不确定性容忍度下降，转向消费、公用事业、低估值金融等防御板块，同时布局政策催化明确的赛道。

# 千亿美金投资泡汤？！英伟达会受多大影响？

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