0506 盘中更新“交易机会”麦田RyeMay 06, 2026∙ Paid513Share我的观点没有变化,还是认为“通货膨胀”叙事主导。但是我的持仓做了一些调整。我先贴一下我自己的持仓,然后更新交易机会。This post is for paid subscribersSubscribeAlready a paid subscriber? Sign in