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1、20260618加薪粉讨论贴：半导体设备材料领涨、集中公告https://m.ximalaya.com/quanzi/dongtai/570106985?uid=37923615
2、20260616：加更6-7月节奏和策略要点——科技仍为主线、低估迎来春天 https://www.ximalaya.com/sound/991065755
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