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本期内容：1、板块轮动情况。中长期逻辑为主，仓位合理配置。2、看好的个股，深入研究板块个股，独立分辨市场不同观点，去伪存真。3、半导体设备普跌，CPO领跌。存储点评4、符合预期：中小盘活跃。图1图2
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