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1、20260331加薪粉讨论帖：板块周期、底部结构 https://m.ximalaya.com/quanzi/dongtai/552650526?uid=37923615
2、再谈机构思维投资底层逻辑，底仓+活动仓、再平衡策略。图1
3、20260401加薪粉讨论帖：https://m.ximalaya.com/quanzi/dongtai/552779431?uid=37923615
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