20260331股市收评：再谈机构思维投资底层逻辑，底仓+活动仓、再平衡策略

1、20260331加薪粉讨论帖：板块周期、底部结构 https://m.ximalaya.com/quanzi/dongtai/552650526?uid=379236152、再谈机构思维投资底层逻辑，底仓+活动仓、再平衡策略。图13、20260401加薪粉讨论帖：https://m.ximalaya.com/quanzi/dongtai/552779431?uid=37923615图1

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20260331股市收评：再谈机构思维投资底层逻辑，底仓+活动仓、再平衡策略

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