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1、20260518加薪粉讨论帖:景气、价值板块分析，二季度节奏 https://m.ximalaya.com/quanzi/dongtai/558799966?uid=379236152、20260517周末机构观点汇总速递 https://m.ximalaya.com/quanzi/dongtai/558794611?uid=379236153、20260517股市一周：景气、价值板块分析，二季度节奏 https://www.ximalaya.com/sound/9772210054、指数浪型、走势分析 图15、行情简评、仓位策略6、短期做多头，空头趋势做好预期管理。图1
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