About this episode
1、20260701加薪粉讨论帖：月初节奏 https://m.ximalaya.com/quanzi/dongtai/573250681?uid=37923615
2、七月开门红，风格变化 图1
3、熟悉的品种等待错杀低吸机会 图2
4、指数预判实盘点评 图3
5、价值回归
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