这是一期站在 2026 年 5 月，讨论宏观，金铜和印尼的单独播客，下面是一些播客里面提到的图表 [https://image.xyzcdn.net/Fpuv8Oo4Um29F2lp_8S6hKHgV3_L.png] [https://image.xyzcdn.net/FrKbp9YuNOyxDFomkpS6Lppfw_Za.png] [https://image.xyzcdn.net/Fh2iuD2VYDj26St4prMPNGLndRof.png] [https://image.xyzcdn.net/Fok9G6NUQJuYSE2FEgwAOhsS6Ew-.png] 在小宇宙查看该单集文稿 [https://oia.xiaoyuzhoufm.com/player/6a166fb8c6d2b9e2f8807499?openTranscript = true & utm_source = rss & as = cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04 & autoOpen = false]