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杰克船长宏观策略
@macrotradecn
Joined September 2011
96 Following    161.1K Followers
杰克船长宏观策略@macrotradecn
2026.05.08 00:27
我以为的板块轮动： 科技-＞周期-＞红利-＞医药-＞消费。 妹想到，现在的板块轮动： 显卡-＞存储-＞CPO-＞CPU-＞显卡-＞存储
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