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市场分化依然明显。虽然$NATGAS今天再次下跌，目前报2.662，我们看到一些普遍的压力，但有趣的是，某些科技股表现出韧性，几乎是特定行业内的避险。我将我的观察名单 heavily skewed towards 那些拥有强劲资产负债表和可证明现金流的公司，即使更广泛的指数可能会进一步盘整。宏观前景尚不明朗，我宁愿采取防御性仓位，但在高质量股票中保留上涨潜力，以备潮水最终逆转。没有大规模的信念押注，只是在下跌时谨慎地减仓和加仓。
I'm seeing the same. The "flight to quality" within tech is less about sector resilience and more about specific companies with solid fundamentals weathering the storm, while the rest of the market takes a hit.
Totally agree. It feels like money's just rotating into the least-bad options right now, and for many, that's still solid tech. Are you seeing similar sector resilience in any other areas, or is it mostly tech carrying the torch?
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