科技轮动错位：A港应用偏强，美股硬件接棒

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九月四日的主线是科技内部轮动与跨市场节奏错位：A股传媒强、电子弱，港股互联网反弹、半导体下跌；随后美股半导体上涨、软件回落。美国就业数据发布晚于A股和港股收盘，不能倒推解释亚洲日间行情。下一交易日重点验证硬件修复能否获得本地成交配合，以及应用和互联网能否保持相对强势。

Episode metadata supplied by the publisher feed · Published Sep 4, 2026

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科技轮动错位：A港应用偏强，美股硬件接棒

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