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本期内容 ：1、20250417日内加薪粉集中讨论帖：年度仓位策略 2、理解趋势，做好波段仓位应对。图13、指数图解，图24、结合当日讨论题做好复盘笔记。积累好公司跟踪清单。5、国产替代炒作节奏属性。6、关税影响的方向继续谨慎图1图2
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