About this episode
本期内容：
1、20250711日内加薪粉集中讨论贴：资源价格走势预期分析 图2
2、指数新高分析。图1
3、超跌反弹轮动推动指数新高。
4、三季度周期资源轮动情况梳理。
5、流动性行情、内部逻辑变化。
6、指数牛，合理配置仓位。
图1
图2
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