--- date: 2026-04-29 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-04-29 图片预览 > 图片以较大宽度嵌入，打开本页即可连续浏览；需要原图时点击图片链接或本地资源链接。 ## 001. 8858255888848412 - 所属主题：[[topics/132|#盘中宝 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884182211221) - 本地资源：[[assets/images/260429_1449__盘中宝 _MLCC__8858255888848412.jpg|8858255888848412]] ![[assets/images/260429_1449__盘中宝 _MLCC__8858255888848412.jpg|1200]] ## 002. 4848544888828528 - 所属主题：[[topics/133|#光通信 #DSP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522114815584144) - 本地资源：[[assets/images/260429_1448__光通信 _DSP__4848544888828528.jpg|4848544888828528]] ![[assets/images/260429_1448__光通信 _DSP__4848544888828528.jpg|1200]] ## 003. 8858255888822252 - 所属主题：[[topics/134|#Deepseek #华为 #...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551854444442) - 本地资源：[[assets/images/260429_1442__Deepseek _华为 ___8858255888822252.jpg|8858255888822252]] ![[assets/images/260429_1442__Deepseek _华为 ___8858255888822252.jpg|1200]] ## 004. 4848544888452428 - 所属主题：[[topics/145|#光模块 #DSP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255884182585442) - 本地资源：[[assets/images/260429_1422__光模块 _DSP__4848544888452428.jpg|4848544888452428]] ![[assets/images/260429_1422__光模块 _DSP__4848544888452428.jpg|1200]] ## 005. 5121522111252524 - 所属主题：[[topics/151|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884188118121) - 本地资源：[[assets/images/260429_1416__SpaceX__5121522111252524.jpg|5121522111252524]] ![[assets/images/260429_1416__SpaceX__5121522111252524.jpg|1200]] ## 006. 5121522111252144 - 所属主题：[[topics/152|#中泰 #华中数控]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255884188118412) - 本地资源：[[assets/images/260429_1415__中泰 _华中数控__5121522111252144.jpg|5121522111252144]] ![[assets/images/260429_1415__中泰 _华中数控__5121522111252144.jpg|1200]] ## 007. 8858255888525852 - 所属主题：[[topics/153|dsp芯片是光模块中最贵组件，是光模块最大瓶颈，成本占比20-30%，被博通和marvell垄断，国内无同类产品。技术来源于marvell，marvell中国研]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884188118241) - 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所属主题：[[topics/161|#稀土永磁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884188141281) - 本地资源：[[assets/images/260429_1414__稀土永磁__4848544888482128.jpg|4848544888482128]] ![[assets/images/260429_1414__稀土永磁__4848544888482128.jpg|1200]] ## 012. 5121522128225154 - 所属主题：[[topics/168|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551828218152) - 本地资源：[[assets/images/260429_1316__小光__5121522128225154.jpg|5121522128225154]] ![[assets/images/260429_1316__小光__5121522128225154.jpg|1200]] ## 013. 1525422528224282 - 所属主题：[[topics/170|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884151544251) - 本地资源：[[assets/images/260429_1315__龙虎榜__1525422528224282.jpg|1525422528224282]] ![[assets/images/260429_1315__龙虎榜__1525422528224282.jpg|1200]] ## 014. 8858255851558882 - 所属主题：[[topics/171|#电报解读 #固态电池]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544882141422858) - 本地资源：[[assets/images/260429_1315__电报解读 _固态电池__8858255851558882.jpg|8858255851558882]] ![[assets/images/260429_1315__电报解读 _固态电池__8858255851558882.jpg|1200]] ## 015. 4848544841448458 - 所属主题：[[topics/172|#电报解读 #南兴股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544882141422448) - 本地资源：[[assets/images/260429_1315__电报解读 _南兴股份__4848544841448458.jpg|4848544841448458]] ![[assets/images/260429_1315__电报解读 _南兴股份__4848544841448458.jpg|1200]] ## 016. 2858255851555111 - 所属主题：[[topics/173|【锂电产业链涨势扩大 鹏辉能源等十余古涨停】财联社4月29日电，午后锂电产业链涨势扩大，电池及上游材料方向均表现突出，鹏辉能源20cm涨停，此前德方纳米、永兴材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522114828245554) - 本地资源：[[assets/images/260429_1315_【锂电产业链涨势扩大 鹏辉能源等十余古涨停】财联社4月29日电，午后锂电产业链涨势扩大，电池及上游材__2858255851555111.jpg|2858255851555111]] ![[assets/images/260429_1315_【锂电产业链涨势扩大 鹏辉能源等十余古涨停】财联社4月29日电，午后锂电产业链涨势扩大，电池及上游材__2858255851555111.jpg|1200]] ## 017. 4848544841444228 - 所属主题：[[topics/174|#卡莱特]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255884151548812) - 本地资源：[[assets/images/260429_1314__卡莱特__4848544841444228.jpg|4848544841444228]] ![[assets/images/260429_1314__卡莱特__4848544841444228.jpg|1200]] ## 018. 2858255851555211 - 所属主题：[[topics/175|#妙可蓝多]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884151548521) - 本地资源：[[assets/images/260429_1314__妙可蓝多__2858255851555211.jpg|2858255851555211]] ![[assets/images/260429_1314__妙可蓝多__2858255851555211.jpg|1200]] ## 019. 2858255851555851 - 所属主题：[[topics/176|#飞龙股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884151545511) - 本地资源：[[assets/images/260429_1314__飞龙股份__2858255851555851.jpg|2858255851555851]] ![[assets/images/260429_1314__飞龙股份__2858255851555851.jpg|1200]] ## 020. 1525422528222212 - 所属主题：[[topics/177|99.999%！液化天然气公司BOG提氦项目一次性试车成功]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522114828258284) - 本地资源：[[assets/images/260429_1313_99.999%！液化天然气公司BOG提氦项目一次性试车成功__1525422528222212.jpg|1525422528222212]] ![[assets/images/260429_1313_99.999%！液化天然气公司BOG提氦项目一次性试车成功__1525422528222212.jpg|1200]] ## 021. 8858255854111522 - 所属主题：[[topics/178|凯添燃气智算中心于 2025 年 10 月正式投入运营计费，目前在手算力20000p，规划算力20000p，最低估的算力租赁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551828241812) - 本地资源：[[assets/images/260429_1313_凯添燃气智算中心于 2025 年 10 月正式投入运营计费，目前在手算力20000p，规划算力200__8858255854111522.jpg|8858255854111522]] ![[assets/images/260429_1313_凯添燃气智算中心于 2025 年 10 月正式投入运营计费，目前在手算力20000p，规划算力200__8858255854111522.jpg|1200]] ## 022. 2858255854114151 - 所属主题：[[topics/180|#百度 #无人驾驶]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522114828251184) - 本地资源：[[assets/images/260429_1312__百度 _无人驾驶__2858255854114151.jpg|2858255854114151]] ![[assets/images/260429_1312__百度 _无人驾驶__2858255854114151.jpg|1200]] ## 023. 1525422521881822 - 所属主题：[[topics/182|#德邦科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551828245512) - 本地资源：[[assets/images/260429_1312__德邦科技__1525422521881822.jpg|1525422521881822]] ![[assets/images/260429_1312__德邦科技__1525422521881822.jpg|1200]] ## 024. 5121522124884454 - 所属主题：[[topics/183|#中设咨询]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884151528521) - 本地资源：[[assets/images/260429_1312__中设咨询__5121522124884454.jpg|5121522124884454]] ![[assets/images/260429_1312__中设咨询__5121522124884454.jpg|1200]] ## 025. 2858255854114241 - 所属主题：[[topics/186|#锂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255884151581142) - 本地资源：[[assets/images/260429_1311__锂__2858255854114241.jpg|2858255854114241]] ![[assets/images/260429_1311__锂__2858255854114241.jpg|1200]] ## 026. 2858255854114811 - 所属主题：[[topics/188|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551828258422) - 本地资源：[[assets/images/260429_1311__存储__2858255854114811.jpg|2858255854114811]] ![[assets/images/260429_1311__存储__2858255854114811.jpg|1200]] ## 027. 8858255852424422 - 所属主题：[[topics/250|#MRI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255884411545112) - 本地资源：[[assets/images/260429_1042__MRI__8858255852424422.jpg|8858255852424422]] ![[assets/images/260429_1042__MRI__8858255852424422.jpg|1200]] ## 028. 5121522125454414 - 所属主题：[[topics/251|#食用油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544882211424518) - 本地资源：[[assets/images/260429_1041__食用油__5121522125454414.jpg|5121522125454414]] ![[assets/images/260429_1041__食用油__5121522125454414.jpg|1200]] ## 029. 5121522125455284 - 所属主题：[[topics/253|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551188242522) - 本地资源：[[assets/images/260429_1040__小光__5121522125455284.jpg|5121522125455284]] ![[assets/images/260429_1040__小光__5121522125455284.jpg|1200]] ## 030. 4848544845551828 - 所属主题：[[topics/263|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522114484544884) - 本地资源：[[assets/images/260429_1026__OpenAI__4848544845551828.jpg|4848544845551828]] ![[assets/images/260429_1026__OpenAI__4848544845551828.jpg|1200]] ## 031. 8858255852888452 - 所属主题：[[topics/267|#盘中宝 #电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884418552251) - 本地资源：[[assets/images/260429_0958__盘中宝 _电力__8858255852888452.jpg|8858255852888452]] ![[assets/images/260429_0958__盘中宝 _电力__8858255852888452.jpg|1200]] ## 032. 1525422525881142 - 所属主题：[[topics/300|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522114448884544) - 本地资源：[[assets/images/260429_0932__小光__1525422525881142.jpg|1525422525881142]] ![[assets/images/260429_0932__小光__1525422525881142.jpg|1200]] ## 033. 4848544848125528 - 所属主题：[[topics/329|让你们看看pcb领域上游供货周期情况，这些供应商们真是活在甜蜜的苦恼中啊： 因AI领域的起势，整个PCB行业陷入了一料难求的境地。上周去见客户时，采购总监还说：]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551118152282) - 本地资源：[[assets/images/260429_0924_让你们看看pcb领域上游供货周期情况，这些供应商们真是活在甜蜜的苦恼中啊： 因AI领域的起势，整个P__4848544848125528.jpg|4848544848125528]] ![[assets/images/260429_0924_让你们看看pcb领域上游供货周期情况，这些供应商们真是活在甜蜜的苦恼中啊： 因AI领域的起势，整个P__4848544848125528.jpg|1200]] ## 034. 1525422525812822 - 所属主题：[[topics/339|#国联 #季度报]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884441282111) - 本地资源：[[assets/images/260429_0922__国联 _季度报__1525422525812822.jpg|1525422525812822]] ![[assets/images/260429_0922__国联 _季度报__1525422525812822.jpg|1200]] ## 035. 4848544848188118 - 所属主题：[[topics/369|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884442584411) - 本地资源：[[assets/images/260429_0909__九点特供__4848544848188118.jpg|4848544848188118]] ![[assets/images/260429_0909__九点特供__4848544848188118.jpg|1200]] ## 036. 4848544848188128 - 所属主题：[[topics/370|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884442584851) - 本地资源：[[assets/images/260429_0909__电报解读__4848544848188128.jpg|4848544848188128]] ![[assets/images/260429_0909__电报解读__4848544848188128.jpg|1200]] ## 037. 8858255858188152 - 所属主题：[[topics/371|#研选 #铜箔 #思瑞浦]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551114255882) - 本地资源：[[assets/images/260429_0909__研选 _铜箔 _思瑞浦__8858255858188152.jpg|8858255858188152]] ![[assets/images/260429_0909__研选 _铜箔 _思瑞浦__8858255858188152.jpg|1200]] ## 038. 4848544848184558 - 所属主题：[[topics/379|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551114225842) - 本地资源：[[assets/images/260429_0908__伊朗__4848544848184558.jpg|4848544848184558]] ![[assets/images/260429_0908__伊朗__4848544848184558.jpg|1200]] ## 039. 8858255858185542 - 所属主题：[[topics/383|#博士眼镜 #直播]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884448125111) - 本地资源：[[assets/images/260429_0907__博士眼镜 _直播__8858255858185542.jpg|8858255858185542]] ![[assets/images/260429_0907__博士眼镜 _直播__8858255858185542.jpg|1200]] ## 040. 8858255858448522 - 所属主题：[[topics/388|#天顺风能 #直播]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522114441828154) - 本地资源：[[assets/images/260429_0906__天顺风能 _直播__8858255858448522.jpg|8858255858448522]] ![[assets/images/260429_0906__天顺风能 _直播__8858255858448522.jpg|1200]] ## 041. 5121522121421844 - 所属主题：[[topics/404|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551115224422) - 本地资源：[[assets/images/260429_0851__红宝书__5121522121421844.jpg|5121522121421844]] ![[assets/images/260429_0851__红宝书__5121522121421844.jpg|1200]] ## 042. 5121522121421514 - 所属主题：[[topics/409|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422551112881112) - 本地资源：[[assets/images/260429_0850__监管__5121522121421514.jpg|5121522121421514]] ![[assets/images/260429_0850__监管__5121522121421514.jpg|1200]] ## 043. 8858255858458812 - 所属主题：[[topics/410|#ST]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255884445114841) - 本地资源：[[assets/images/260429_0850__ST__8858255858458812.jpg|8858255858458812]] ![[assets/images/260429_0850__ST__8858255858458812.jpg|1200]] ## 044. 8858255511158242 - 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所属主题：[[topics/577|#中美关系 #汽车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522114555111184) - 本地资源：[[assets/images/260429_0750__中美关系 _汽车__5121522288544414.jpg|5121522288544414]] ![[assets/images/260429_0750__中美关系 _汽车__5121522288544414.jpg|1200]]