About this episode
1、20260522加薪粉讨论：浅谈二三季度 https://m.ximalaya.com/quanzi/dongtai/559274810?uid=37923615
2、四月消费数据拆解
3、热点低吸指标讲解
4、景气+价值 双线并行跟踪
5、存储芯片
6、低估值板块布局有耐心
7、估值+技术课 听单 图1
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