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本期内容：1、20250724日内加薪粉集中讨论贴：当前周期行业估值情况2、交易日直播入口。 收评评论区、点击头像进入主页看动态、圈子——加薪家园3、盈亏同源，执行自己纪律体系。图14、看多板块一篮子配置。图25、大盘节奏、底仓趋势指标、调仓策略、关注方向、低吸和止盈策略。图36、本周策略回顾。图4图1图2图3图4
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