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本期内容：1、近期市场节奏梳理。整车、AI、减肥药、出版2、AI、Sora、算力汇总。加薪圈。3、热点指数基金配置。指数基金看十大重仓股，一篮子选择。4、拓普、三花大跌。智能汽车关税小作文。5、熟悉逻辑、跟随图形。仓位：热点板块+熟悉的公司。图1 扫码加入ximi团学习更多投资技术和行业知识图2
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