
About this episode
1、20260629加薪粉讨论帖:AI算力产能虹吸效应、七月展望 https://m.ximalaya.com/quanzi/dongtai/571258532?uid=37923615
2、20260628末机构观点汇总速递 https://m.ximalaya.com/quanzi/dongtai/571378918?uid=37923615
3、20260627专享直播回放 AI产能虹吸效应、主线ETF及龙头、六七月回顾展望 https://www.ximalaya.com/sound/993246599
4、震荡差价区间 见帖子贴图
5、创新药 图1-2
6、20260630加薪粉讨论帖:https://m.ximalaya.com/quanzi/dongtai/571554573?uid=37923615
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