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本期内容：1、20250718日内加薪粉集中讨论贴：稀土择股出局观察思路2、跳空高开指数行情。图13、稀土等资源领涨。图24、中期布局业绩、等风来。短线跟随日内点评热点方向。5、大盘板块个股走势点评。仓位策略。6、未来2-3周计划推出板块估值etf新付费专辑，ximi会员免费收听，敬请期待~图1图2
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