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本期内容：1、20250512日内加薪粉集中讨论帖：超跌反弹、关税会谈进展2、5.12发布会超预期，市场高开。图13、指数继续走强。4、反弹行情资金高低切换。低位补涨。5、创业板补缺。岛型反转右侧加仓点。图26、复盘每个月收益曲线，做好针对性月度仓位计划。7、跟随波动差价持股。图3图1 图2图3
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