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本期内容：1、20250701日内加薪粉集中讨论帖：工程机械板块周期分析2、20250630：工程机械行业周期及影响因素分析3、20250630医美针剂童颜针、玻尿酸发展趋势 4、连贯跟踪课程案例预判及验证。图1-25、课程回顾，听预判做验证。图3-46、安卓手机喜马app登陆扫码加入ximi团学习投资干货，把握牛市机会！图2图1图2图3 2021年课程仓位配置，建议大仓配置型图4
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