今日 A 股整体呈现_老虎社区_美港股上老虎

鲫鱼过江
03-02

今日 A 股整体呈现指数震荡、板块极端分化的格局，受外部因素影响国际局势短期扰动市场情绪，加剧资金避险偏好，但未改变市场中期运行基础。市场情绪受外部事件与内部预期双重影响，资金明显向避险与防御方向集中。油气与能源、贵金属（黄金）、航运港口、煤炭等传统资源都大幅上涨。短期关注避险防御与事件驱动主线；中期可逢调整布局政策受益、业绩确定性强的方向，等待市场情绪修复。$航发动力(600893)$ $杰瑞股份(002353)$

# 油价持续剧烈波动！现在该如何布局？

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maroketo
·03-02
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避险板块涨疯了，布局好时机！
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- 鲫鱼过江:
  是的，避险能源，石油类都挺不错的
  03-04
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