20260629股市收评:AI硬件领跌、创新药领涨。减少预判,多观察,做趋势跟随 episode artwork

EPISODE · Jun 29, 2026 · 7 MIN

20260629股市收评:AI硬件领跌、创新药领涨。减少预判,多观察,做趋势跟随

from 今日股市 | 薪伊谈股票投资

1、20260629加薪粉讨论帖:AI算力产能虹吸效应、七月展望 https://m.ximalaya.com/quanzi/dongtai/571258532?uid=37923615 2、20260628末机构观点汇总速递 https://m.ximalaya.com/quanzi/dongtai/571378918?uid=379236153、20260627专享直播回放 AI产能虹吸效应、主线ETF及龙头、六七月回顾展望 https://www.ximalaya.com/sound/993246599 4、震荡差价区间 见帖子贴图5、创新药 图1-26、20260630加薪粉讨论帖:https://m.ximalaya.com/quanzi/dongtai/571554573?uid=37923615图1图2图3

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20260629股市收评:AI硬件领跌、创新药领涨。减少预判,多观察,做趋势跟随

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