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本期内容：1、20250721日内加薪粉集中讨论贴：“最后”上车机会？ 图12、20250719股市一周：“最后”上车机会？市场大周期分析、基本面与估值应用3、20250720墨脱水电1.2 万亿开工，利好方向弹性测算4、7月底8月初市场风格转变~1.2万亿墨脱水电开工利好方向弹性测算5、20250705专享直播回放 工程机械产业链解析图1 差价持股（技术要求高）或者趋势持股（研究清楚估值成长逻辑，技术要求低）。图2
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