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本期内容 ：1、20250613日内加薪粉集中讨论帖：等待市场选择方向 2、指数放量跌破十均。仓位跟随趋势。图13、明确持仓的周期属性。4、短线在热点多头趋势找低吸机会。中期底仓跟踪基本面估值等待兑现周期。5、净值曲线波动预期，震荡上行。6、油气贵金属军工上涨点评。7、做好复盘笔记。图1
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