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本期内容：1、20250725日内加薪粉集中讨论贴：跳出散户思维的泥潭2、停更收评。会继续在讨论帖文字更新盘面到收盘。周末更新下周展望。3、根据大周期投资计划做配置、跳出散户思维泥潭、关于格局。图24、逢高降仓，高低切换。5、关于左侧布局。6、盘面点评，指数慢牛，板块轮动图1
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