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杰克船长宏观策略
@macrotradecn
Joined September 2011
97 Following    162.5K Followers
杰克船长宏观策略@macrotradecn
2026.06.17 13:28
你以为的轮动: 科技—周期—红利—医药—消费 实际的轮动: 光模块—存储—算力—电子布—光模块—存储—算力—电子布—光模块—存储—算力—电子布—光模块......
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