英伟达将恢复H20在中国的销售，A股达子链领涨，港股外卖科技又变身AI科技。但是，4000个股下跌，亏钱效应明显。2月恒生科技 +18.2%，银行 -0.55%，微盘 +9.3%；而在恒科横盘的三个月里，银行 +14.2%，微盘 +30%。“银行+微盘”的一大一小，通常被看作“要么收息、要么赌博”的防守逻辑；而在主流指数里，恒科是扩张逻辑。要关注市场结构变化能否持续。上周新能源销量，又是一片惨淡，...
Source Link英伟达将恢复H20在中国的销售，A股达子链领涨，港股外卖科技又变身AI科技。但是，4000个股下跌，亏钱效应明显。2月恒生科技 +18.2%，银行 -0.55%，微盘 +9.3%；而在恒科横盘的三个月里，银行 +14.2%，微盘 +30%。“银行+微盘”的一大一小，通常被看作“要么收息、要么赌博”的防守逻辑；而在主流指数里，恒科是扩张逻辑。要关注市场结构变化能否持续。上周新能源销量，又是一片惨淡，...
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