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本期内容：1、20250731日内加薪粉集中讨论贴2、仓位与波动率匹配。3、八月市场风格变化。图14、根据逻辑和指标进出的一致性。5、根据最新业绩更新估值，锚定个股震荡区间。6、AI应用、减肥药板块点评8月2日周六晚八点主播会员专享视频直播，点击预约《7月技术课汇总、8月行情展望》，请尽量安排时间参与互动交流，提升学习效果。9月初ximi主播会员价格会上调，本次直播期间喜马会发放8.5折ximi优惠券，有续费或加入需求的朋友，烦请帮忙使用安卓手机，保存下图或者直播间发放的二维码图片，当天晚上及时使用喜马拉雅APP右上角的“扫一扫”，扫描相册里保存的二维码图片领取优惠券，然后微信/支付宝付款，谢谢。图1
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