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杰克船长宏观策略
@macrotradecn
Joined September 2011
99 Following    155.1K Followers
杰克船长宏观策略@macrotradecn
2026.05.20 14:58
你以为的轮动：科技-＞周期-＞红利-＞医药-＞消费 实际上的轮动：GPU-＞HBM-＞CPO-＞CPU-＞DRAM-＞duv光刻机-＞Token算力
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