About this episode
1、20260701加薪粉讨论帖：月初节奏 https://m.ximalaya.com/quanzi/dongtai/573250681?uid=37923615 图4
2、6.12调入板块梳理的创新药走势 图1
3、制冷剂新高 图2
4、创新药 图3
5、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
6、20260702加薪粉讨论帖 ：https://m.ximalaya.com/quanzi/dongtai/575831180?uid=37923615
7、昨日提示科技震荡部分方向半年结账。 图5
8、20260701加更——七月市场节奏和要点 https://www.ximalaya.com/sound/998068143
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