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今日股市 | 薪伊谈股票投资

20251112股市午评:光伏领跌。提升认知=提升投资安全边际,做好配置型投资

12 Nov 2025

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本期内容:1、20251112加薪粉集中讨论帖:指数趋势拆解、做好仓位计划 2、光伏板块差异理解。4、机会预判。图15、实盘验证预判讲解。图26、安卓手机喜马拉雅扫码入圈学习产业链、提升投资安全边际 图17、案例讲解的技术和估值放到自己的持仓对比,调整策略。8、结合成长+估值+趋势做好配置型投资,收获稳稳的幸福图1图2

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