今日 A 股呈现极致_老虎社区_美港股上老虎

鲫鱼过江
03-03

今日 A 股呈现极致结构性分化，整体情绪偏弱、板块冷热分明，权重与中小盘、周期与成长的跷跷板效应显著。强势主线：油气、航运、高股息、中特估等板块领涨，受外部环境与避险需求驱动，资金抱团效应明显，龙头标的表现突出。弱势板块：科技成长、半导体、AI 应用、传媒、军工等赛道普遍调整，成长风格承压，题材股失血明显。操作上宜均衡配置、规避追高，聚焦低估值、高股息与顺周期方向，控制仓位应对波动$航发动力(600893)$ $杰瑞股份(002353)$ $宝丰能源(600989)$

# 油价持续剧烈波动！现在该如何布局？

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FabianGracie
·03-03
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分化太狠了，高股息抱团避险吧。
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