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【重磅内容】大摩闭门会议（08-17）｜消费承压下政策发力方向，短期转向更看好大A而非港股
【通义千问3.8】53 TPS极速！7900XTX 24G满血压榨！262K长上下文+KV Cache+MTP本地部署保姆级教程
42 推出 Mindshare，非常不卷，这个时候才有肉
【强烈推荐】（2026.8.14）大摩闭门会：行业月度报告 | 中国医药行业 | 博客内附会议涉及医药行业各细分板块推荐及警惕公司名单 #投資 #股票 #行业报告
翻墙十年的经验，代理配置进阶版，多数人第一步就做错了
![[Just Released!] Morgan Stanley Internal Closed-Door Meeting (08/10/2026 w/ Transcript): Macro St...](https://i.ytimg.com/vi/qDBN-Wr6FjM/mqdefault.jpg)
[Just Released!] Morgan Stanley Internal Closed-Door Meeting (08/10/2026 w/ Transcript): Macro St...
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Last Updated: August 21, 2026
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