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7月1日【盘前】半年总结；金融消费者定义；6月PMI 49.5；果链；稀土管理条例；东财突发跳水：退奖金；大基金减持安路科技3%/国芯科技0.6%；长鑫存储24亿在SH建AI芯片厂？【稀土、商业航天、果链；电力（特高压）；财税；减肥药】
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