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1、20260427加薪粉讨论帖：一周展望、新增关注ETF https://m.ximalaya.com/quanzi/dongtai/556237850?uid=37923615
2、20260427：光模块上游材料/设备汇总 、关注品种点评 ： https://m.ximalaya.com/quanzi/dongtai/556240903?uid=37923615
3、20260425专享直播回放 蓄势等风来，二季度投资机会展望 https://www.ximalaya.com/sound/972696161
4、实盘点评、机构观点速递 图1
5、20260428加薪粉讨论帖： https://m.ximalaya.com/quanzi/dongtai/556327861?uid=37923615
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