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1月4日【盘前】南方小土豆，花式被宠；公募调仓不计成本？卖TMT买煤炭、高股息+防守；氢能源；农商行利息降25bp；美联储：加息结束；BTC；绿氢；可控核聚变；中药【高股息、特高压、磷化工、中药注射、新茶饮、碳中和；智能汽车；MR；钛合金】
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