--- date: 2026-05-04 source: zsxq type: daily-overall cssclasses: zsxq-vault --- # 思维纪要社 2026-05-04 总体信息 > 这里按知识星球的方式展示：左边放主题信息，右边单独放研报；没抓到的字段不显示。 > [!summary] 研报 > - 作者：思想者 > - 时间：2026-05-04 10:10 > - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154288881554) > - 主题笔记：[[topics/001|打开完整笔记]] > - 附件：音频 6 > - 音频文件：[方正传媒 - 分众传媒：受益于AI应用的两层逻辑 260502.mp3](assets/audio/%E6%96%B9%E6%AD%A3%E4%BC%A0%E5%AA%92%20-%20%E5%88%86%E4%BC%97%E4%BC%A0%E5%AA%92%EF%BC%9A%E5%8F%97%E7%9B%8A%E4%BA%8EAI%E5%BA%94%E7%94%A8%E7%9A%84%E4%B8%A4%E5%B1%82%E9%80%BB%E8%BE%91%20260502.mp3)
[谷歌向Anthropic投资400亿美元，GPT 5.5 Drops，Google Cloud 主导 260502.mp3](assets/audio/%E8%B0%B7%E6%AD%8C%E5%90%91Anthropic%E6%8A%95%E8%B5%84400%E4%BA%BF%E7%BE%8E%E5%85%83%EF%BC%8CGPT%205.5%20Drops%EF%BC%8CGoogle%20Cloud%20%E4%B8%BB%E5%AF%BC%20260502.mp3)
[加密资产的十字路口 The Bid投资播客｜BlackRock专栏 260502.mp3](assets/audio/%E5%8A%A0%E5%AF%86%E8%B5%84%E4%BA%A7%E7%9A%84%E5%8D%81%E5%AD%97%E8%B7%AF%E5%8F%A3%20The%20Bid%E6%8A%95%E8%B5%84%E6%92%AD%E5%AE%A2%EF%BD%9CBlackRock%E4%B8%93%E6%A0%8F%20260502.mp3)
[开源海外 _ 模_云：海外互联网_云厂一季报深度解读，大模型行业迭代趋势更新 260503.mp3](assets/audio/%E5%BC%80%E6%BA%90%E6%B5%B7%E5%A4%96%20_%20%E6%A8%A1_%E4%BA%91%EF%BC%9A%E6%B5%B7%E5%A4%96%E4%BA%92%E8%81%94%E7%BD%91_%E4%BA%91%E5%8E%82%E4%B8%80%E5%AD%A3%E6%8A%A5%E6%B7%B1%E5%BA%A6%E8%A7%A3%E8%AF%BB%EF%BC%8C%E5%A4%A7%E6%A8%A1%E5%9E%8B%E8%A1%8C%E4%B8%9A%E8%BF%AD%E4%BB%A3%E8%B6%8B%E5%8A%BF%E6%9B%B4%E6%96%B0%20260503.mp3)
[OpenAI错过目标、Codex对Claude、Elon对Sam的审判、大型超大规模打击、肽热潮 260502.mp3](assets/audio/OpenAI%E9%94%99%E8%BF%87%E7%9B%AE%E6%A0%87%E3%80%81Codex%E5%AF%B9Claude%E3%80%81Elon%E5%AF%B9Sam%E7%9A%84%E5%AE%A1%E5%88%A4%E3%80%81%E5%A4%A7%E5%9E%8B%E8%B6%85%E5%A4%A7%E8%A7%84%E6%A8%A1%E6%89%93%E5%87%BB%E3%80%81%E8%82%BD%E7%83%AD%E6%BD%AE%20260502.mp3)
[乘着AI浪潮｜高盛专栏 260502.mp3](assets/audio/%E4%B9%98%E7%9D%80AI%E6%B5%AA%E6%BD%AE%EF%BD%9C%E9%AB%98%E7%9B%9B%E4%B8%93%E6%A0%8F%20260502.mp3) > [!summary] 研报 > - 作者：思想者 > - 时间：2026-05-04 10:10 > - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541288882442) > - 主题笔记：[[topics/002|打开完整笔记]] > - 附件：音频 7 > - 音频文件：[开源中小盘 - 奥来德：多点开花的OLED材料及设备双龙头 260502.mp3](assets/audio/%E5%BC%80%E6%BA%90%E4%B8%AD%E5%B0%8F%E7%9B%98%20-%20%E5%A5%A5%E6%9D%A5%E5%BE%B7%EF%BC%9A%E5%A4%9A%E7%82%B9%E5%BC%80%E8%8A%B1%E7%9A%84OLED%E6%9D%90%E6%96%99%E5%8F%8A%E8%AE%BE%E5%A4%87%E5%8F%8C%E9%BE%99%E5%A4%B4%20260502.mp3)
[开源中小盘 - 深度拆解频准激光招股书 260503.mp3](assets/audio/%E5%BC%80%E6%BA%90%E4%B8%AD%E5%B0%8F%E7%9B%98%20-%20%E6%B7%B1%E5%BA%A6%E6%8B%86%E8%A7%A3%E9%A2%91%E5%87%86%E6%BF%80%E5%85%89%E6%8B%9B%E8%82%A1%E4%B9%A6%20260503.mp3)
[人工智能与就业：数据与历史如何说明｜摩根士丹利专栏 260502.mp3](assets/audio/%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E4%B8%8E%E5%B0%B1%E4%B8%9A%EF%BC%9A%E6%95%B0%E6%8D%AE%E4%B8%8E%E5%8E%86%E5%8F%B2%E5%A6%82%E4%BD%95%E8%AF%B4%E6%98%8E%EF%BD%9C%E6%91%A9%E6%A0%B9%E5%A3%AB%E4%B8%B9%E5%88%A9%E4%B8%93%E6%A0%8F%20260502.mp3)
[应对通胀、私人信贷与市场情绪｜J.P. Morgan专栏 260502.mp3](assets/audio/%E5%BA%94%E5%AF%B9%E9%80%9A%E8%83%80%E3%80%81%E7%A7%81%E4%BA%BA%E4%BF%A1%E8%B4%B7%E4%B8%8E%E5%B8%82%E5%9C%BA%E6%83%85%E7%BB%AA%EF%BD%9CJ.P.%20Morgan%E4%B8%93%E6%A0%8F%20260502.mp3)
[浙商23call农业 _ 通胀之“影”『17』：猪价，五一之后怎么看？ 260503.mp3](assets/audio/%E6%B5%99%E5%95%8623call%E5%86%9C%E4%B8%9A%20_%20%E9%80%9A%E8%83%80%E4%B9%8B%E2%80%9C%E5%BD%B1%E2%80%9D%E3%80%8E17%E3%80%8F%EF%BC%9A%E7%8C%AA%E4%BB%B7%EF%BC%8C%E4%BA%94%E4%B8%80%E4%B9%8B%E5%90%8E%E6%80%8E%E4%B9%88%E7%9C%8B%EF%BC%9F%20260503.mp3)
指标接管盈利季｜摩根士丹利专栏 260502.mp3（见星球链接）
[资产型金融中的Alpha四大支柱｜PIMCO专栏 260502.mp3](assets/audio/%E8%B5%84%E4%BA%A7%E5%9E%8B%E9%87%91%E8%9E%8D%E4%B8%AD%E7%9A%84Alpha%E5%9B%9B%E5%A4%A7%E6%94%AF%E6%9F%B1%EF%BD%9CPIMCO%E4%B8%93%E6%A0%8F%20260502.mp3) 指标接管盈利季｜摩根士丹利专栏 260502.mp3 总结失败：内部错误 > [!summary] 研报 > - 作者：思想者 > - 时间：2026-05-04 10:08 > - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541288818852) > - 主题笔记：[[topics/003|打开完整笔记]] > - 附件：文档 2 ### 研报 #### 思维纪要社_2026-05-02_每日汇总.md - 文档：[[assets/docs/260504_1008__每日汇总__思维纪要社_2026-05-02_每日汇总.md|打开文档]] - 来源：[打开来源](https://files.zsxq.com/FuUhPnZrpacFVsA6QFJBNsrD31Bd?attname=%E6%80%9D%E7%BB%B4%E7%BA%AA%E8%A6%81%E7%A4%BE_2026-05-02_%E6%AF%8F%E6%97%A5%E6%B1%87%E6%80%BB.md&e=1777939208&token=q6iZ0sQtf9U7s1qz0r4yMawNq3-u2w6lbnai6y2J:8zjH_HBy9SjsI74vZlfrfGVkI5w=) ![[assets/docs/260504_1008__每日汇总__思维纪要社_2026-05-02_每日汇总.md]] #### 思维纪要社_2026-05-02_每日汇总.pdf - 文档：[[assets/docs/260504_1008__每日汇总__思维纪要社_2026-05-02_每日汇总.pdf|打开文档]] - 来源：[打开来源](https://files.zsxq.com/Fh_WTjzGOpG0z4echWH5BmMaIGHg?attname=%E6%80%9D%E7%BB%B4%E7%BA%AA%E8%A6%81%E7%A4%BE_2026-05-02_%E6%AF%8F%E6%97%A5%E6%B1%87%E6%80%BB.pdf&e=1777939208&token=q6iZ0sQtf9U7s1qz0r4yMawNq3-u2w6lbnai6y2J:aoMC6UtANVZqGtdiahqVC_qsotg=) [[assets/docs/260504_1008__每日汇总__思维纪要社_2026-05-02_每日汇总.pdf|思维纪要社_2026-05-02_每日汇总.pdf]]