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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
2026.07.15 03:05
盘面好像 前几天，存储，光芯片，磷化铟产能过剩 今天，半导体设备也过剩了😵‍💫
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