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本期内容：1、价值掘金：周期与成长赛道ETF深度策略指南 图12、20250728日内加薪粉集中讨论贴：《价值掘金》、八月策略 3、20250727股市一周：下周重点关注方向解读和策略、八月仓位策略4、补充内容：20250727下周重点关注方向解读和策略5、日内讨论帖，图26、安卓手机喜马app登陆扫码加入ximi，畅听总价超3W的付费声音和畅听两张总价1W+的付费专辑~图1图2图3
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