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杰克船长宏观策略
@macrotradecn
Joined September 2011
99 Following    155.5K Followers
杰克船长宏观策略@macrotradecn
2026.02.16 12:40
宏观对冲春节后策略： 空美元资产+ 多非美资产金银铜钽铌铀+ A股多机器人+港股多AI 远离（字节对手股+汽车产业链）
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