About this episode
本期内容：
1、20250709日内加薪粉集中讨论贴：六月WJJ销售数据
2、温和放量继续新高。图1
3、超跌反弹轮动推高指数，能走多远看业绩。
4、完成播种
5、收获的季节
6、仓位配置：确定性+盈亏比+收益预期
7、基本面跟踪，日内实盘图文直播。图2
图1
图2
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