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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 图1
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 图2
4、AI分化阶段~耐心等待新的中期主线买点指标。
5、止跌板块、弱转强板块点评。
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