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邀请函|周期论剑研究方法论大讲堂·815三地同期线下举行
Group 1 - The article discusses a series of research methodology seminars held simultaneously in Beijing, Shanghai, and Shenzhen on August 15, focusing on various industries such as construction materials, real estate, steel, and transportation [3][6][7]. - The seminars cover topics including cyclical manufacturing research methods, urban cycle studies in real estate, and frameworks for analyzing the steel industry [6][7]. - Specific sessions include discussions on the cooling agent market cycle, petrochemical industry analysis, and the impact of market reforms in the electricity sector [7]. Group 2 - The article emphasizes the importance of understanding financial cycles in real estate and the implications for investment strategies [7]. - It highlights the need for a comprehensive analysis of the construction materials sector and its consumption trends [7]. - The article also notes the significance of fiscal funding in exploring infrastructure trends and the potential for a super bull market in shipping [7].
X @杀破狼 WolfyXBT
杀破狼 WolfyXBT· 2025-07-14 15:57
恭喜 $BTC 今天正式突破 12 万美金从现在开始应该正式进入鱼尾行情了,从周期论来看,本轮牛市还剩下最后 3 个月。 https://t.co/pgGcnx48oJ ...