今日 A 股计算机、_老虎社区_美港股上老虎

手握风云录
03-09

今日 A 股计算机、软件、传媒板块整体呈现深度调整、内部分化、资金避险的特征，是市场风险偏好下行与板块自身结构调整共振的结果。板块内部分化加剧，算力硬件、半导体相关调整幅度居前；AI 应用、数据要素、信创等方向相对抗跌，展现出一定的结构性韧性。

当前阶段建议控制整体仓位，聚焦确定性。一方面，可关注能源、航运港口、高股息权重等防御性板块的阶段性机会，契合你此前关注的领域；另一方面，耐心等待成长赛道调整到位、情绪回暖后的布局窗口，避免在情绪低点盲目操作。$开山股份(300257)$ $拓维信息(002261)$ $联瑞新材(688300)$ $科翔股份(300903)$

# 中东局势不明！黄金or原油，接下来你看好？

修改于 2026-03-09 17:52

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PatrickPatterson
·03-09
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分化太狠了，减仓等反弹吧！
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- 手握风云录:
  每个人对标的预期不一样，看好的话可以坚守自己的逻辑，同事做好风险防控
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