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1、20260428加薪粉讨论帖：药明业绩亮眼！机构观点速递 https://m.ximalaya.com/quanzi/dongtai/556327861?uid=37923615
2、20260425专享直播回放 蓄势等风来，二季度投资机会展望_股票投资XiMi团 | 薪伊股市财经_免费在线阅读收听下载 - 喜马拉雅 https://www.ximalaya.com/sound/972696161
3、百亿基金经理市场板块观点 图1
4、盘中机构观点速递、实盘点评 图2
5、近期点评的低估值业绩方向持续走强~
6、牛市配置调仓思路
7、出海制造业一季度业绩解析、二季度跟踪因素
图1
图2
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