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6月28日【盘前】3中Q会：财税改革、新质生产力、国企改革；银行护盘；猪周期；果链半日游：MR；AI事件催化：人工智能大会、商汤5.5；跟不上的小作文【苹果产业链；AI；科技创新；财税改革；电力：国内外需求共振；机器人；液冷；玻璃基板；数字芯片SoC；军工】
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