---
date: 2026-05-05
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-05-05 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. 2858255115825521

- 所属主题：[[topics/052|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824484814852)
- 本地资源：[[assets/images/260505_2307__霍尔木兹海峡__2858255115825521.jpg|2858255115825521]]

![[assets/images/260505_2307__霍尔木兹海峡__2858255115825521.jpg|1200]]

## 002. 8858255115881442

- 所属主题：[[topics/053|#电报解读 #AI #大模型 ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541151584412)
- 本地资源：[[assets/images/260505_2306__电报解读 _AI _大模型__8858255115881442.jpg|8858255115881442]]

![[assets/images/260505_2306__电报解读 _AI _大模型__8858255115881442.jpg|1200]]

## 003. 4848544114882888

- 所属主题：[[topics/055|#东北 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541151518412)
- 本地资源：[[assets/images/260505_2305__东北 _存储__4848544114882888.jpg|4848544114882888]]

![[assets/images/260505_2305__东北 _存储__4848544114882888.jpg|1200]]

## 004. 4848544121284148

- 所属主题：[[topics/072|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824451448811)
- 本地资源：[[assets/images/260505_2151__早知道__4848544121284148.jpg|4848544121284148]]

![[assets/images/260505_2151__早知道__4848544121284148.jpg|1200]]

## 005. 8858255141224412

- 所属主题：[[topics/073|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824451448882)
- 本地资源：[[assets/images/260505_2151__龙虎榜__8858255141224412.jpg|8858255141224412]]

![[assets/images/260505_2151__龙虎榜__8858255141224412.jpg|1200]]

## 006. 1525422818441112

- 所属主题：[[topics/074|#电报解读 #SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541128115252)
- 本地资源：[[assets/images/260505_2151__电报解读 _SpaceX__1525422818441112.jpg|1525422818441112]]

![[assets/images/260505_2151__电报解读 _SpaceX__1525422818441112.jpg|1200]]

## 007. 4848544121552848

- 所属主题：[[topics/075|#电报解读 #云深处]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154428458444)
- 本地资源：[[assets/images/260505_2151__电报解读 _云深处__4848544121552848.jpg|4848544121552848]]

![[assets/images/260505_2151__电报解读 _云深处__4848544121552848.jpg|1200]]

## 008. 1525422818444512

- 所属主题：[[topics/076|#电报解读 #军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541128144852)
- 本地资源：[[assets/images/260505_2150__电报解读 _军工__1525422818444512.jpg|1525422818444512]]

![[assets/images/260505_2150__电报解读 _军工__1525422818444512.jpg|1200]]

## 009. 1525422818445882

- 所属主题：[[topics/077|#电报解读 #算电协同]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824451422282)
- 本地资源：[[assets/images/260505_2150__电报解读 _算电协同__1525422818445882.jpg|1525422818445882]]

![[assets/images/260505_2150__电报解读 _算电协同__1525422818445882.jpg|1200]]

## 010. 4848544114112228

- 所属主题：[[topics/078|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541128142412)
- 本地资源：[[assets/images/260505_2149__小光__4848544114112228.jpg|4848544114112228]]

![[assets/images/260505_2149__小光__4848544114112228.jpg|1200]]

## 011. 8858255141812882

- 所属主题：[[topics/079|2026年5月4日，据媒体报道，灵心巧手称，计划在下一轮融资中寻求60亿美元估值，较刚完成的融资估值翻倍]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824451855441)
- 本地资源：[[assets/images/260505_2131_2026年5月4日，据媒体报道，灵心巧手称，计划在下一轮融资中寻求60亿美元估值，较刚完成的融资估值__8858255141812882.jpg|8858255141812882]]

![[assets/images/260505_2131_2026年5月4日，据媒体报道，灵心巧手称，计划在下一轮融资中寻求60亿美元估值，较刚完成的融资估值__8858255141812882.jpg|1200]]

## 012. 8858255141818182

- 所属主题：[[topics/080|#汉坦病毒]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541128284282)
- 本地资源：[[assets/images/260505_2129__汉坦病毒__8858255141818182.jpg|8858255141818182]]

![[assets/images/260505_2129__汉坦病毒__8858255141818182.jpg|1200]]

## 013. 8858255141818122

- 所属主题：[[topics/080|#汉坦病毒]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541128284282)
- 本地资源：[[assets/images/260505_2129__汉坦病毒__8858255141818122.jpg|8858255141818122]]

![[assets/images/260505_2129__汉坦病毒__8858255141818122.jpg|1200]]

## 014. 4848544121885158

- 所属主题：[[topics/083|#日历]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824451542852)
- 本地资源：[[assets/images/260505_2127__日历__4848544121885158.jpg|4848544121885158]]

![[assets/images/260505_2127__日历__4848544121885158.jpg|1200]]

## 015. 4848544121885288

- 所属主题：[[topics/086|#华字辈]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541128212442)
- 本地资源：[[assets/images/260505_2126__华字辈__4848544121885288.jpg|4848544121885288]]

![[assets/images/260505_2126__华字辈__4848544121885288.jpg|1200]]

## 016. 8858255141882222

- 所属主题：[[topics/088|#计算机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154428242124)
- 本地资源：[[assets/images/260505_2126__计算机__8858255141882222.jpg|8858255141882222]]

![[assets/images/260505_2126__计算机__8858255141882222.jpg|1200]]

## 017. 1525422818555442

- 所属主题：[[topics/092|#牛散]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824451524812)
- 本地资源：[[assets/images/260505_2125__牛散__1525422818555442.jpg|1525422818555442]]

![[assets/images/260505_2125__牛散__1525422818555442.jpg|1200]]

## 018. 4848544121884118

- 所属主题：[[topics/096|❗️【天风电新】威胜控股 · 深度（2）| α领跑电表，AIDC+海外配电高β景气共振-0504 ——————————— 1、复盘：公司业绩持续高增，21-25]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824454114182)
- 本地资源：[[assets/images/260505_2124_❗️【天风电新】威胜控股 · 深度（2） α领跑电表，AIDC+海外配电高β景气共振-0504 —__4848544121884118.jpg|4848544121884118]]

![[assets/images/260505_2124_❗️【天风电新】威胜控股 · 深度（2） α领跑电表，AIDC+海外配电高β景气共振-0504 —__4848544121884118.jpg|1200]]

## 019. 5121522841851214

- 所属主题：[[topics/166|特朗普谈伊朗问题表示 “当我最初采取这一行动时，我曾以为市场可能会下跌20%或25%；对此我并不介意，因为我知道市场最终会反弹回来。 我还曾以为油价可能会冲上2]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852244842218)
- 本地资源：[[assets/images/260505_1952_特朗普谈伊朗问题表示 “当我最初采取这一行动时，我曾以为市场可能会下跌20%或25%；对此我并不介意__5121522841851214.jpg|5121522841851214]]

![[assets/images/260505_1952_特朗普谈伊朗问题表示 “当我最初采取这一行动时，我曾以为市场可能会下跌20%或25%；对此我并不介意__5121522841851214.jpg|1200]]

## 020. 1525422815845582

- 所属主题：[[topics/172|【申万交运】造船行业4月变化 核心变化： [礼物]新船价格连续5周上行-油散集船价共振上涨： 油轮高景气度传导，集运“竞争格局重塑”下订单可持续性被低估，4月油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824455858481)
- 本地资源：[[assets/images/260505_1950_【申万交运】造船行业4月变化 核心变化： _礼物_新船价格连续5周上行-油散集船价共振上涨： 油轮高__1525422815845582.jpg|1525422815845582]]

![[assets/images/260505_1950_【申万交运】造船行业4月变化 核心变化： _礼物_新船价格连续5周上行-油散集船价共振上涨： 油轮高__1525422815845582.jpg|1200]]

## 021. 4848544128158418

- 所属主题：[[topics/173|#中伊关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824455858881)
- 本地资源：[[assets/images/260505_1950__中伊关系__4848544128158418.jpg|4848544128158418]]

![[assets/images/260505_1950__中伊关系__4848544128158418.jpg|1200]]

## 022. 4848544128158248

- 所属主题：[[topics/173|#中伊关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824455858881)
- 本地资源：[[assets/images/260505_1950__中伊关系__4848544128158248.jpg|4848544128158248]]

![[assets/images/260505_1950__中伊关系__4848544128158248.jpg|1200]]

## 023. 2858255148125241

- 所属主题：[[topics/176|#货币 #莫桑比克]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852244411428)
- 本地资源：[[assets/images/260505_1949__货币 _莫桑比克__2858255148125241.jpg|2858255148125241]]

![[assets/images/260505_1949__货币 _莫桑比克__2858255148125241.jpg|1200]]

## 024. 1525422815858252

- 所属主题：[[topics/182|伊朗外交部长阿巴斯·阿拉格奇： 霍尔木兹的事件清楚地表明，政治危机没有军事解决方案。 随着巴基斯坦慷慨努力的谈判取得进展，美国应警惕被不怀好意者拖回泥潭。阿联酋]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824455512511)
- 本地资源：[[assets/images/260505_1947_伊朗外交部长阿巴斯·阿拉格奇： 霍尔木兹的事件清楚地表明，政治危机没有军事解决方案。 随着巴基斯坦慷__1525422815858252.jpg|1525422815858252]]

![[assets/images/260505_1947_伊朗外交部长阿巴斯·阿拉格奇： 霍尔木兹的事件清楚地表明，政治危机没有军事解决方案。 随着巴基斯坦慷__1525422815858252.jpg|1200]]

## 025. 5121522841815584

- 所属主题：[[topics/194|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824455585411)
- 本地资源：[[assets/images/260505_1945__霍尔木兹海峡__5121522841815584.jpg|5121522841815584]]

![[assets/images/260505_1945__霍尔木兹海峡__5121522841815584.jpg|1200]]

## 026. 1525422815851822

- 所属主题：[[topics/194|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824455585411)
- 本地资源：[[assets/images/260505_1945__霍尔木兹海峡__1525422815851822.jpg|1525422815851822]]

![[assets/images/260505_1945__霍尔木兹海峡__1525422815851822.jpg|1200]]

## 027. 5121522841818224

- 所属主题：[[topics/194|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824455585411)
- 本地资源：[[assets/images/260505_1945__霍尔木兹海峡__5121522841818224.jpg|5121522841818224]]

![[assets/images/260505_1945__霍尔木兹海峡__5121522841818224.jpg|1200]]

## 028. 4848544128185848

- 所属主题：[[topics/199|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824455554411)
- 本地资源：[[assets/images/260505_1944__伊朗__4848544128185848.jpg|4848544128185848]]

![[assets/images/260505_1944__伊朗__4848544128185848.jpg|1200]]

## 029. 5121522841811444

- 所属主题：[[topics/202|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824455554822)
- 本地资源：[[assets/images/260505_1943__小洪__5121522841811444.jpg|5121522841811444]]

![[assets/images/260505_1943__小洪__5121522841811444.jpg|1200]]

## 030. 2858255148188151

- 所属主题：[[topics/202|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824455554822)
- 本地资源：[[assets/images/260505_1943__小洪__2858255148188151.jpg|2858255148188151]]

![[assets/images/260505_1943__小洪__2858255148188151.jpg|1200]]

## 031. 5121522841812544

- 所属主题：[[topics/209|#伊拉克 #霍尔木兹海峡 #原...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824455558522)
- 本地资源：[[assets/images/260505_1942__伊拉克 _霍尔木兹海峡 _原__5121522841812544.jpg|5121522841812544]]

![[assets/images/260505_1942__伊拉克 _霍尔木兹海峡 _原__5121522841812544.jpg|1200]]

## 032. 4848544128184828

- 所属主题：[[topics/212|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852511111128)
- 本地资源：[[assets/images/260505_1941__市场__4848544128184828.jpg|4848544128184828]]

![[assets/images/260505_1941__市场__4848544128184828.jpg|1200]]

## 033. 5121522841828844

- 所属主题：[[topics/215|#中巴关系 #军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541488888542)
- 本地资源：[[assets/images/260505_1941__中巴关系 _军工__5121522841828844.jpg|5121522841828844]]

![[assets/images/260505_1941__中巴关系 _军工__5121522841828844.jpg|1200]]

## 034. 4848544128141148

- 所属主题：[[topics/217|#路透 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824211111551)
- 本地资源：[[assets/images/260505_1941__路透 _AI__4848544128141148.jpg|4848544128141148]]

![[assets/images/260505_1941__路透 _AI__4848544128141148.jpg|1200]]

## 035. 8858255148154242

- 所属主题：[[topics/222|#鸿海]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824211112851)
- 本地资源：[[assets/images/260505_1940__鸿海__8858255148154242.jpg|8858255148154242]]

![[assets/images/260505_1940__鸿海__8858255148154242.jpg|1200]]

## 036. 2858255148152111

- 所属主题：[[topics/228|[太阳]【华泰地产】二手房重点数据周度跟踪-W18 [玫瑰]二手房边际挂牌价：本周84城冰山指数月环比-0.36%（上周-0.40%），一线、二线、三线城市月环]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824211115212)
- 本地资源：[[assets/images/260505_1939__太阳_【华泰地产】二手房重点数据周度跟踪-W18 _玫瑰_二手房边际挂牌价：本周84城冰山指数月环__2858255148152111.jpg|2858255148152111]]

![[assets/images/260505_1939__太阳_【华泰地产】二手房重点数据周度跟踪-W18 _玫瑰_二手房边际挂牌价：本周84城冰山指数月环__2858255148152111.jpg|1200]]

## 037. 8858255148152122

- 所属主题：[[topics/230|#东吴 #储能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852511114828)
- 本地资源：[[assets/images/260505_1938__东吴 _储能__8858255148152122.jpg|8858255148152122]]

![[assets/images/260505_1938__东吴 _储能__8858255148152122.jpg|1200]]

## 038. 1525422815824182

- 所属主题：[[topics/233|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541488882252)
- 本地资源：[[assets/images/260505_1938__存储__1525422815824182.jpg|1525422815824182]]

![[assets/images/260505_1938__存储__1525422815824182.jpg|1200]]

## 039. 4848544128144128

- 所属主题：[[topics/245|#芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824211148222)
- 本地资源：[[assets/images/260505_1936__芯片__4848544128144128.jpg|4848544128144128]]

![[assets/images/260505_1936__芯片__4848544128144128.jpg|1200]]

## 040. 5121522841822544

- 所属主题：[[topics/246|【东吴电新】4月欧洲电动车销量再提升，全年超预期增长 # 欧洲7国合计销量13.7万辆，同环比30%/-20%，其中纯电注册9.2万辆，占比66%。乘用车注册4]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824211148841)
- 本地资源：[[assets/images/260505_1936_【东吴电新】4月欧洲电动车销量再提升，全年超预期增长 _ 欧洲7国合计销量13.7万辆，同环比30%__5121522841822544.jpg|5121522841822544]]

![[assets/images/260505_1936_【东吴电新】4月欧洲电动车销量再提升，全年超预期增长 _ 欧洲7国合计销量13.7万辆，同环比30%__5121522841822544.jpg|1200]]

## 041. 8858255148155282

- 所属主题：[[topics/248|#算力 #租赁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154588841214)
- 本地资源：[[assets/images/260505_1935__算力 _租赁__8858255148155282.jpg|8858255148155282]]

![[assets/images/260505_1935__算力 _租赁__8858255148155282.jpg|1200]]

## 042. 1525422815822512

- 所属主题：[[topics/250|#中泰 #51 #TMT]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154588842454)
- 本地资源：[[assets/images/260505_1935__中泰 _51 _TMT__1525422815822512.jpg|1525422815822512]]

![[assets/images/260505_1935__中泰 _51 _TMT__1525422815822512.jpg|1200]]

## 043. 5121522858454824

- 所属主题：[[topics/288|#CPO #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824244118882)
- 本地资源：[[assets/images/260505_1331__CPO _半导体__5121522858454824.jpg|5121522858454824]]

![[assets/images/260505_1331__CPO _半导体__5121522858454824.jpg|1200]]

## 044. 1525422848141542

- 所属主题：[[topics/289|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852522114818)
- 本地资源：[[assets/images/260505_1329__小光__1525422848141542.jpg|1525422848141542]]

![[assets/images/260505_1329__小光__1525422848141542.jpg|1200]]

## 045. 5121522858454154

- 所属主题：[[topics/289|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852522114818)
- 本地资源：[[assets/images/260505_1329__小光__5121522858454154.jpg|5121522858454154]]

![[assets/images/260505_1329__小光__5121522858454154.jpg|1200]]

## 046. 5121522858454144

- 所属主题：[[topics/289|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852522114818)
- 本地资源：[[assets/images/260505_1329__小光__5121522858454144.jpg|5121522858454144]]

![[assets/images/260505_1329__小光__5121522858454144.jpg|1200]]

## 047. 8858255121424252

- 所属主题：[[topics/289|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852522114818)
- 本地资源：[[assets/images/260505_1329__小光__8858255121424252.jpg|8858255121424252]]

![[assets/images/260505_1329__小光__8858255121424252.jpg|1200]]

## 048. 4848544151252528

- 所属主题：[[topics/289|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852522114818)
- 本地资源：[[assets/images/260505_1329__小光__4848544151252528.jpg|4848544151252528]]

![[assets/images/260505_1329__小光__4848544151252528.jpg|1200]]

## 049. 1525422848144212

- 所属主题：[[topics/290|#AI手机 #OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824244144852)
- 本地资源：[[assets/images/260505_1327__AI手机 _OpenAI__1525422848144212.jpg|1525422848144212]]

![[assets/images/260505_1327__AI手机 _OpenAI__1525422848144212.jpg|1200]]

## 050. 2858255121428451

- 所属主题：[[topics/291|美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国财长贝森特：伊朗经济正处于崩溃状态。 美国财长贝森特：伊朗人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824244148222)
- 本地资源：[[assets/images/260505_1324_美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国__2858255121428451.jpg|2858255121428451]]

![[assets/images/260505_1324_美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国__2858255121428451.jpg|1200]]

## 051. 4848544151258128

- 所属主题：[[topics/291|美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国财长贝森特：伊朗经济正处于崩溃状态。 美国财长贝森特：伊朗人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824244148222)
- 本地资源：[[assets/images/260505_1324_美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国__4848544151258128.jpg|4848544151258128]]

![[assets/images/260505_1324_美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国__4848544151258128.jpg|1200]]

## 052. 4848544151255488

- 所属主题：[[topics/291|美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国财长贝森特：伊朗经济正处于崩溃状态。 美国财长贝森特：伊朗人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824244148222)
- 本地资源：[[assets/images/260505_1324_美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国__4848544151255488.jpg|4848544151255488]]

![[assets/images/260505_1324_美国财长贝森特：美国正在使霍尔木兹海峡开放。 美国财长贝森特：我们对霍尔木兹海峡拥有绝对控制权 美国__4848544151255488.jpg|1200]]

## 053. 2858255121428841

- 所属主题：[[topics/292|三环集团（300408.SZ）计划在香港上市，筹集高达 10 亿美元。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824244148822)
- 本地资源：[[assets/images/260505_1324_三环集团（300408.SZ）计划在香港上市，筹集高达 10 亿美元。__2858255121428841.jpg|2858255121428841]]

![[assets/images/260505_1324_三环集团（300408.SZ）计划在香港上市，筹集高达 10 亿美元。__2858255121428841.jpg|1200]]

## 054. 8858255121425552

- 所属主题：[[topics/293|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154544858814)
- 本地资源：[[assets/images/260505_1323__中美关系__8858255121425552.jpg|8858255121425552]]

![[assets/images/260505_1323__中美关系__8858255121425552.jpg|1200]]

## 055. 5121522858418814

- 所属主题：[[topics/294|#东阳光药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154544858584)
- 本地资源：[[assets/images/260505_1323__东阳光药__5121522858418814.jpg|5121522858418814]]

![[assets/images/260505_1323__东阳光药__5121522858418814.jpg|1200]]

## 056. 1525422848158122

- 所属主题：[[topics/295|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541411841242)
- 本地资源：[[assets/images/260505_1322__伊朗__1525422848158122.jpg|1525422848158122]]

![[assets/images/260505_1322__伊朗__1525422848158122.jpg|1200]]

## 057. 4848544151281248

- 所属主题：[[topics/295|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541411841242)
- 本地资源：[[assets/images/260505_1322__伊朗__4848544151281248.jpg|4848544151281248]]

![[assets/images/260505_1322__伊朗__4848544151281248.jpg|1200]]

## 058. 1525422848158442

- 所属主题：[[topics/296|#澳大利亚 #港口]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541411844822)
- 本地资源：[[assets/images/260505_1321__澳大利亚 _港口__1525422848158442.jpg|1525422848158442]]

![[assets/images/260505_1321__澳大利亚 _港口__1525422848158442.jpg|1200]]

## 059. 5121522858418284

- 所属主题：[[topics/297|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154544855214)
- 本地资源：[[assets/images/260505_1320__霍尔木兹海峡__5121522858418284.jpg|5121522858418284]]

![[assets/images/260505_1320__霍尔木兹海峡__5121522858418284.jpg|1200]]

## 060. 2858255121481821

- 所属主题：[[topics/297|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154544855214)
- 本地资源：[[assets/images/260505_1320__霍尔木兹海峡__2858255121481821.jpg|2858255121481821]]

![[assets/images/260505_1320__霍尔木兹海峡__2858255121481821.jpg|1200]]

## 061. 5121522858418144

- 所属主题：[[topics/297|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154544855214)
- 本地资源：[[assets/images/260505_1320__霍尔木兹海峡__5121522858418144.jpg|5121522858418144]]

![[assets/images/260505_1320__霍尔木兹海峡__5121522858418144.jpg|1200]]

## 062. 2858255121481251

- 所属主题：[[topics/297|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154544855214)
- 本地资源：[[assets/images/260505_1320__霍尔木兹海峡__2858255121481251.jpg|2858255121481251]]

![[assets/images/260505_1320__霍尔木兹海峡__2858255121481251.jpg|1200]]

## 063. 4848544151281588

- 所属主题：[[topics/297|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154544855214)
- 本地资源：[[assets/images/260505_1320__霍尔木兹海峡__4848544151281588.jpg|4848544151281588]]

![[assets/images/260505_1320__霍尔木兹海峡__4848544151281588.jpg|1200]]

## 064. 8858255121481422

- 所属主题：[[topics/297|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154544855214)
- 本地资源：[[assets/images/260505_1320__霍尔木兹海峡__8858255121481422.jpg|8858255121481422]]

![[assets/images/260505_1320__霍尔木兹海峡__8858255121481422.jpg|1200]]

## 065. 4848544151282418

- 所属主题：[[topics/298|#中兴通讯 #三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852522154148)
- 本地资源：[[assets/images/260505_1318__中兴通讯 _三星__4848544151282418.jpg|4848544151282418]]

![[assets/images/260505_1318__中兴通讯 _三星__4848544151282418.jpg|1200]]

## 066. 8858255121482142

- 所属主题：[[topics/299|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824244125522)
- 本地资源：[[assets/images/260505_1317__伊朗__8858255121482142.jpg|8858255121482142]]

![[assets/images/260505_1317__伊朗__8858255121482142.jpg|1200]]

## 067. 1525422848154482

- 所属主题：[[topics/300|#中巴关系 #军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154145228144)
- 本地资源：[[assets/images/260505_1316__中巴关系 _军工__1525422848154482.jpg|1525422848154482]]

![[assets/images/260505_1316__中巴关系 _军工__1525422848154482.jpg|1200]]

## 068. 8858255121482282

- 所属主题：[[topics/301|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824842554211)
- 本地资源：[[assets/images/260505_1315__市场__8858255121482282.jpg|8858255121482282]]

![[assets/images/260505_1315__市场__8858255121482282.jpg|1200]]

## 069. 5121522858415524

- 所属主题：[[topics/302|#中美关系 #台湾]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154145224524)
- 本地资源：[[assets/images/260505_1315__中美关系 _台湾__5121522858415524.jpg|5121522858415524]]

![[assets/images/260505_1315__中美关系 _台湾__5121522858415524.jpg|1200]]

## 070. 1525422844885122

- 所属主题：[[topics/303|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515888442)
- 本地资源：[[assets/images/260505_1311__市场__1525422844885122.jpg|1525422844885122]]

![[assets/images/260505_1311__市场__1525422844885122.jpg|1200]]

## 071. 4848544155121518

- 所属主题：[[topics/304|战争和恶劣天气导致农作物价格飙升至2023年以来的最高水平。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515884142)
- 本地资源：[[assets/images/260505_1309_战争和恶劣天气导致农作物价格飙升至2023年以来的最高水平。__4848544155121518.jpg|4848544155121518]]

![[assets/images/260505_1309_战争和恶劣天气导致农作物价格飙升至2023年以来的最高水平。__4848544155121518.jpg|1200]]

## 072. 2858255122142451

- 所属主题：[[topics/305|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828114548)
- 本地资源：[[assets/images/260505_1307__存储__2858255122142451.jpg|2858255122142451]]

![[assets/images/260505_1307__存储__2858255122142451.jpg|1200]]

## 073. 8858255122142482

- 所属主题：[[topics/305|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828114548)
- 本地资源：[[assets/images/260505_1307__存储__8858255122142482.jpg|8858255122142482]]

![[assets/images/260505_1307__存储__8858255122142482.jpg|1200]]

## 074. 8858255122142442

- 所属主题：[[topics/305|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828114548)
- 本地资源：[[assets/images/260505_1307__存储__8858255122142442.jpg|8858255122142442]]

![[assets/images/260505_1307__存储__8858255122142442.jpg|1200]]

## 075. 5121522855845444

- 所属主题：[[topics/305|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828114548)
- 本地资源：[[assets/images/260505_1307__存储__5121522855845444.jpg|5121522855845444]]

![[assets/images/260505_1307__存储__5121522855845444.jpg|1200]]

## 076. 4848544155181258

- 所属主题：[[topics/306|五一假期，但机构放假，内容和频率会比交易日有所减少，我们整理好后会一并发出，祝大家假期愉快 1.财报季收官，除了零散个别个尚未披露年报一季报；99%以上个股财报]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515882552)
- 本地资源：[[assets/images/260505_1306_五一假期，但机构放假，内容和频率会比交易日有所减少，我们整理好后会一并发出，祝大家假期愉快 1.财报__4848544155181258.jpg|4848544155181258]]

![[assets/images/260505_1306_五一假期，但机构放假，内容和频率会比交易日有所减少，我们整理好后会一并发出，祝大家假期愉快 1.财报__4848544155181258.jpg|1200]]

## 077. 5121522855818584

- 所属主题：[[topics/307|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141882254)
- 本地资源：[[assets/images/260505_1306__市场__5121522855818584.jpg|5121522855818584]]

![[assets/images/260505_1306__市场__5121522855818584.jpg|1200]]

## 078. 4848544155181248

- 所属主题：[[topics/307|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141882254)
- 本地资源：[[assets/images/260505_1306__市场__4848544155181248.jpg|4848544155181248]]

![[assets/images/260505_1306__市场__4848544155181248.jpg|1200]]

## 079. 5121522855845184

- 所属主题：[[topics/307|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141882254)
- 本地资源：[[assets/images/260505_1306__市场__5121522855845184.jpg|5121522855845184]]

![[assets/images/260505_1306__市场__5121522855845184.jpg|1200]]

## 080. 2858255122142811

- 所属主题：[[topics/307|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141882254)
- 本地资源：[[assets/images/260505_1306__市场__2858255122142811.jpg|2858255122142811]]

![[assets/images/260505_1306__市场__2858255122142811.jpg|1200]]

## 081. 2858255122145181

- 所属主题：[[topics/308|#闻泰科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515811582)
- 本地资源：[[assets/images/260505_1303__闻泰科技__2858255122145181.jpg|2858255122145181]]

![[assets/images/260505_1303__闻泰科技__2858255122145181.jpg|1200]]

## 082. 4848544155124148

- 所属主题：[[topics/309|#中欧关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848144882)
- 本地资源：[[assets/images/260505_1302__中欧关系__4848544155124148.jpg|4848544155124148]]

![[assets/images/260505_1302__中欧关系__4848544155124148.jpg|1200]]

## 083. 4848544155124228

- 所属主题：[[topics/310|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848144852)
- 本地资源：[[assets/images/260505_1302__美国__4848544155124228.jpg|4848544155124228]]

![[assets/images/260505_1302__美国__4848544155124228.jpg|1200]]

## 084. 5121522855842584

- 所属主题：[[topics/311|#美联储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828122458)
- 本地资源：[[assets/images/260505_1302__美联储__5121522855842584.jpg|5121522855842584]]

![[assets/images/260505_1302__美联储__5121522855842584.jpg|1200]]

## 085. 2858255122145281

- 所属主题：[[topics/312|#章盟主]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848142851)
- 本地资源：[[assets/images/260505_1302__章盟主__2858255122145281.jpg|2858255122145281]]

![[assets/images/260505_1302__章盟主__2858255122145281.jpg|1200]]

## 086. 2858255122145851

- 所属主题：[[topics/313|#长城 #深圳 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848148112)
- 本地资源：[[assets/images/260505_1302__长城 _深圳 _房地产__2858255122145851.jpg|2858255122145851]]

![[assets/images/260505_1302__长城 _深圳 _房地产__2858255122145851.jpg|1200]]

## 087. 8858255122145522

- 所属主题：[[topics/314|#中信 #潍柴动力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141841854)
- 本地资源：[[assets/images/260505_1301__中信 _潍柴动力__8858255122145522.jpg|8858255122145522]]

![[assets/images/260505_1301__中信 _潍柴动力__8858255122145522.jpg|1200]]

## 088. 1525422844848242

- 所属主题：[[topics/315|#AI #大模型]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848148242)
- 本地资源：[[assets/images/260505_1301__AI _大模型__1525422844848242.jpg|1525422844848242]]

![[assets/images/260505_1301__AI _大模型__1525422844848242.jpg|1200]]

## 089. 5121522855858214

- 所属主题：[[topics/316|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848148252)
- 本地资源：[[assets/images/260505_1300__伊朗__5121522855858214.jpg|5121522855858214]]

![[assets/images/260505_1300__伊朗__5121522855858214.jpg|1200]]

## 090. 2858255122124151

- 所属主题：[[topics/317|#谷歌 #亚马逊 #微软 #M...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828124448)
- 本地资源：[[assets/images/260505_1259__谷歌 _亚马逊 _微软 _M__2858255122124151.jpg|2858255122124151]]

![[assets/images/260505_1259__谷歌 _亚马逊 _微软 _M__2858255122124151.jpg|1200]]

## 091. 8858255122124482

- 所属主题：[[topics/318|#字节跳动 #足球]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515848152)
- 本地资源：[[assets/images/260505_1258__字节跳动 _足球__8858255122124482.jpg|8858255122124482]]

![[assets/images/260505_1258__字节跳动 _足球__8858255122124482.jpg|1200]]

## 092. 2858255122124481

- 所属主题：[[topics/318|#字节跳动 #足球]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515848152)
- 本地资源：[[assets/images/260505_1258__字节跳动 _足球__2858255122124481.jpg|2858255122124481]]

![[assets/images/260505_1258__字节跳动 _足球__2858255122124481.jpg|1200]]

## 093. 1525422844841142

- 所属主题：[[topics/318|#字节跳动 #足球]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515848152)
- 本地资源：[[assets/images/260505_1258__字节跳动 _足球__1525422844841142.jpg|1525422844841142]]

![[assets/images/260505_1258__字节跳动 _足球__1525422844841142.jpg|1200]]

## 094. 8858255122124212

- 所属主题：[[topics/319|#CPU]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515848122)
- 本地资源：[[assets/images/260505_1258__CPU__8858255122124212.jpg|8858255122124212]]

![[assets/images/260505_1258__CPU__8858255122124212.jpg|1200]]

## 095. 1525422844841412

- 所属主题：[[topics/320|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848121252)
- 本地资源：[[assets/images/260505_1257__伊朗__1525422844841412.jpg|1525422844841412]]

![[assets/images/260505_1257__伊朗__1525422844841412.jpg|1200]]

## 096. 2858255122124221

- 所属主题：[[topics/321|#长江 #PMI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141858184)
- 本地资源：[[assets/images/260505_1257__长江 _PMI__2858255122124221.jpg|2858255122124221]]

![[assets/images/260505_1257__长江 _PMI__2858255122124221.jpg|1200]]

## 097. 4848544155152548

- 所属主题：[[topics/322|#摩尔线程 #GPU #沐曦]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848121841)
- 本地资源：[[assets/images/260505_1257__摩尔线程 _GPU _沐曦__4848544155152548.jpg|4848544155152548]]

![[assets/images/260505_1257__摩尔线程 _GPU _沐曦__4848544155152548.jpg|1200]]

## 098. 8858255122124812

- 所属主题：[[topics/323|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848121542)
- 本地资源：[[assets/images/260505_1257__小洪__8858255122124812.jpg|8858255122124812]]

![[assets/images/260505_1257__小洪__8858255122124812.jpg|1200]]

## 099. 5121522855854184

- 所属主题：[[topics/323|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848121542)
- 本地资源：[[assets/images/260505_1257__小洪__5121522855854184.jpg|5121522855854184]]

![[assets/images/260505_1257__小洪__5121522855854184.jpg|1200]]

## 100. 1525422844841422

- 所属主题：[[topics/323|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848121542)
- 本地资源：[[assets/images/260505_1257__小洪__1525422844841422.jpg|1525422844841422]]

![[assets/images/260505_1257__小洪__1525422844841422.jpg|1200]]

## 101. 5121522855854154

- 所属主题：[[topics/324|#手套]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141858224)
- 本地资源：[[assets/images/260505_1256__手套__5121522855854154.jpg|5121522855854154]]

![[assets/images/260505_1256__手套__5121522855854154.jpg|1200]]

## 102. 4848544155152428

- 所属主题：[[topics/325|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848122142)
- 本地资源：[[assets/images/260505_1256__小洪__4848544155152428.jpg|4848544155152428]]

![[assets/images/260505_1256__小洪__4848544155152428.jpg|1200]]

## 103. 8858255122124542

- 所属主题：[[topics/325|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848122142)
- 本地资源：[[assets/images/260505_1256__小洪__8858255122124542.jpg|8858255122124542]]

![[assets/images/260505_1256__小洪__8858255122124542.jpg|1200]]

## 104. 5121522855854244

- 所属主题：[[topics/325|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848122142)
- 本地资源：[[assets/images/260505_1256__小洪__5121522855854244.jpg|5121522855854244]]

![[assets/images/260505_1256__小洪__5121522855854244.jpg|1200]]

## 105. 2858255122124541

- 所属主题：[[topics/325|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848122142)
- 本地资源：[[assets/images/260505_1256__小洪__2858255122124541.jpg|2858255122124541]]

![[assets/images/260505_1256__小洪__2858255122124541.jpg|1200]]

## 106. 8858255122124582

- 所属主题：[[topics/326|#寒武纪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515844852)
- 本地资源：[[assets/images/260505_1255__寒武纪__8858255122124582.jpg|8858255122124582]]

![[assets/images/260505_1255__寒武纪__8858255122124582.jpg|1200]]

## 107. 8858255122122122

- 所属主题：[[topics/328|#荣耀机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828155458)
- 本地资源：[[assets/images/260505_1253__荣耀机器人__8858255122122122.jpg|8858255122122122]]

![[assets/images/260505_1253__荣耀机器人__8858255122122122.jpg|1200]]

## 108. 1525422844845182

- 所属主题：[[topics/329|#硫铁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828158458)
- 本地资源：[[assets/images/260505_1252__硫铁__1525422844845182.jpg|1525422844845182]]

![[assets/images/260505_1252__硫铁__1525422844845182.jpg|1200]]

## 109. 1525422844845842

- 所属主题：[[topics/329|#硫铁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828158458)
- 本地资源：[[assets/images/260505_1252__硫铁__1525422844845842.jpg|1525422844845842]]

![[assets/images/260505_1252__硫铁__1525422844845842.jpg|1200]]

## 110. 5121522855851444

- 所属主题：[[topics/330|#字节跳动]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848125151)
- 本地资源：[[assets/images/260505_1252__字节跳动__5121522855851444.jpg|5121522855851444]]

![[assets/images/260505_1252__字节跳动__5121522855851444.jpg|1200]]

## 111. 1525422844845152

- 所属主题：[[topics/331|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515842822)
- 本地资源：[[assets/images/260505_1252__航天航空__1525422844845152.jpg|1525422844845152]]

![[assets/images/260505_1252__航天航空__1525422844845152.jpg|1200]]

## 112. 2858255122128421

- 所属主题：[[topics/331|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515842822)
- 本地资源：[[assets/images/260505_1252__航天航空__2858255122128421.jpg|2858255122128421]]

![[assets/images/260505_1252__航天航空__2858255122128421.jpg|1200]]

## 113. 5121522855851514

- 所属主题：[[topics/332|今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海上发射平台建设、运营及提供发射服务。 五方合资成立上海商业航]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848125212)
- 本地资源：[[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__5121522855851514.jpg|5121522855851514]]

![[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__5121522855851514.jpg|1200]]

## 114. 1525422844845442

- 所属主题：[[topics/332|今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海上发射平台建设、运营及提供发射服务。 五方合资成立上海商业航]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848125212)
- 本地资源：[[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__1525422844845442.jpg|1525422844845442]]

![[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__1525422844845442.jpg|1200]]

## 115. 8858255122128222

- 所属主题：[[topics/332|今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海上发射平台建设、运营及提供发射服务。 五方合资成立上海商业航]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848125212)
- 本地资源：[[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__8858255122128222.jpg|8858255122128222]]

![[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__8858255122128222.jpg|1200]]

## 116. 2858255122128221

- 所属主题：[[topics/332|今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海上发射平台建设、运营及提供发射服务。 五方合资成立上海商业航]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848125212)
- 本地资源：[[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__2858255122128221.jpg|2858255122128221]]

![[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__2858255122128221.jpg|1200]]

## 117. 4848544155158528

- 所属主题：[[topics/332|今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海上发射平台建设、运营及提供发射服务。 五方合资成立上海商业航]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848125212)
- 本地资源：[[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__4848544155158528.jpg|4848544155158528]]

![[assets/images/260505_1251_今天那个的原因，根据市经信委与两家央企最新沟通的情况，将原先分设两家公司调整为只设立一家公司，承担海__4848544155158528.jpg|1200]]

## 118. 4848544155158818

- 所属主题：[[topics/333|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848125542)
- 本地资源：[[assets/images/260505_1250__航天航空__4848544155158818.jpg|4848544155158818]]

![[assets/images/260505_1250__航天航空__4848544155158818.jpg|1200]]

## 119. 2858255122128851

- 所属主题：[[topics/334|#国金 #智谱]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848181111)
- 本地资源：[[assets/images/260505_1250__国金 _智谱__2858255122128851.jpg|2858255122128851]]

![[assets/images/260505_1250__国金 _智谱__2858255122128851.jpg|1200]]

## 120. 5121522855851244

- 所属主题：[[topics/335|#国金 #寒武纪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848418441)
- 本地资源：[[assets/images/260505_1249__国金 _寒武纪__5121522855851244.jpg|5121522855851244]]

![[assets/images/260505_1249__国金 _寒武纪__5121522855851244.jpg|1200]]

## 121. 2858255122125141

- 所属主题：[[topics/336|#美联储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141481454)
- 本地资源：[[assets/images/260505_1249__美联储__2858255122125141.jpg|2858255122125141]]

![[assets/images/260505_1249__美联储__2858255122125141.jpg|1200]]

## 122. 2858255122181151

- 所属主题：[[topics/337|#日历]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848418452)
- 本地资源：[[assets/images/260505_1249__日历__2858255122181151.jpg|2858255122181151]]

![[assets/images/260505_1249__日历__2858255122181151.jpg|1200]]

## 123. 4848544155181548

- 所属主题：[[topics/338|#小洪 #玉米]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515185522)
- 本地资源：[[assets/images/260505_1248__小洪 _玉米__4848544155181548.jpg|4848544155181548]]

![[assets/images/260505_1248__小洪 _玉米__4848544155181548.jpg|1200]]

## 124. 5121522855818524

- 所属主题：[[topics/338|#小洪 #玉米]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515185522)
- 本地资源：[[assets/images/260505_1248__小洪 _玉米__5121522855818524.jpg|5121522855818524]]

![[assets/images/260505_1248__小洪 _玉米__5121522855818524.jpg|1200]]

## 125. 8858255122181282

- 所属主题：[[topics/338|#小洪 #玉米]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515185522)
- 本地资源：[[assets/images/260505_1248__小洪 _玉米__8858255122181282.jpg|8858255122181282]]

![[assets/images/260505_1248__小洪 _玉米__8858255122181282.jpg|1200]]

## 126. 8858255122182122

- 所属主题：[[topics/339|#五粮液]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141482584)
- 本地资源：[[assets/images/260505_1246__五粮液__8858255122182122.jpg|8858255122182122]]

![[assets/images/260505_1246__五粮液__8858255122182122.jpg|1200]]

## 127. 2858255122181511

- 所属主题：[[topics/339|#五粮液]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141482584)
- 本地资源：[[assets/images/260505_1246__五粮液__2858255122181511.jpg|2858255122181511]]

![[assets/images/260505_1246__五粮液__2858255122181511.jpg|1200]]

## 128. 4848544155181848

- 所属主题：[[topics/339|#五粮液]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141482584)
- 本地资源：[[assets/images/260505_1246__五粮液__4848544155181848.jpg|4848544155181848]]

![[assets/images/260505_1246__五粮液__4848544155181848.jpg|1200]]

## 129. 5121522855818124

- 所属主题：[[topics/339|#五粮液]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141482584)
- 本地资源：[[assets/images/260505_1246__五粮液__5121522855818124.jpg|5121522855818124]]

![[assets/images/260505_1246__五粮液__5121522855818124.jpg|1200]]

## 130. 2858255122182481

- 所属主题：[[topics/340|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848441252)
- 本地资源：[[assets/images/260505_1244__OpenAI__2858255122182481.jpg|2858255122182481]]

![[assets/images/260505_1244__OpenAI__2858255122182481.jpg|1200]]

## 131. 5121522855815444

- 所属主题：[[topics/340|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848441252)
- 本地资源：[[assets/images/260505_1244__OpenAI__5121522855815444.jpg|5121522855815444]]

![[assets/images/260505_1244__OpenAI__5121522855815444.jpg|1200]]

## 132. 2858255122182451

- 所属主题：[[topics/341|#美国 #航空 #Spirit]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848441512)
- 本地资源：[[assets/images/260505_1244__美国 _航空 _Spirit__2858255122182451.jpg|2858255122182451]]

![[assets/images/260505_1244__美国 _航空 _Spirit__2858255122182451.jpg|1200]]

## 133. 1525422844854412

- 所属主题：[[topics/342|#关税 #汽车]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848441551)
- 本地资源：[[assets/images/260505_1243__关税 _汽车__1525422844854412.jpg|1525422844854412]]

![[assets/images/260505_1243__关税 _汽车__1525422844854412.jpg|1200]]

## 134. 4848544155185548

- 所属主题：[[topics/343|#黄金 #彭博新闻]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828222128)
- 本地资源：[[assets/images/260505_1243__黄金 _彭博新闻__4848544155185548.jpg|4848544155185548]]

![[assets/images/260505_1243__黄金 _彭博新闻__4848544155185548.jpg|1200]]

## 135. 8858255122182822

- 所属主题：[[topics/344|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848444412)
- 本地资源：[[assets/images/260505_1243__霍尔木兹海峡__8858255122182822.jpg|8858255122182822]]

![[assets/images/260505_1243__霍尔木兹海峡__8858255122182822.jpg|1200]]

## 136. 8858255122182882

- 所属主题：[[topics/345|#彭博新闻 #美德关系 #军...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141444414)
- 本地资源：[[assets/images/260505_1242__彭博新闻 _美德关系 _军__8858255122182882.jpg|8858255122182882]]

![[assets/images/260505_1242__彭博新闻 _美德关系 _军__8858255122182882.jpg|1200]]

## 137. 5121522855815244

- 所属主题：[[topics/346|#原油 #炼化 #中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141444554)
- 本地资源：[[assets/images/260505_1242__原油 _炼化 _中美关系__5121522855815244.jpg|5121522855815244]]

![[assets/images/260505_1242__原油 _炼化 _中美关系__5121522855815244.jpg|1200]]

## 138. 8858255122188112

- 所属主题：[[topics/347|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141445554)
- 本地资源：[[assets/images/260505_1241__美股__8858255122188112.jpg|8858255122188112]]

![[assets/images/260505_1241__美股__8858255122188112.jpg|1200]]

## 139. 8858255122185122

- 所属主题：[[topics/348|#英特尔 #谷歌 #TPU]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828225848)
- 本地资源：[[assets/images/260505_1240__英特尔 _谷歌 _TPU__8858255122185122.jpg|8858255122185122]]

![[assets/images/260505_1240__英特尔 _谷歌 _TPU__8858255122185122.jpg|1200]]

## 140. 1525422844852842

- 所属主题：[[topics/349|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828225458)
- 本地资源：[[assets/images/260505_1240__市场__1525422844852842.jpg|1525422844852842]]

![[assets/images/260505_1240__市场__1525422844852842.jpg|1200]]

## 141. 2858255122185441

- 所属主题：[[topics/350|#PCB #CCL]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848448112)
- 本地资源：[[assets/images/260505_1240__PCB _CCL__2858255122185441.jpg|2858255122185441]]

![[assets/images/260505_1240__PCB _CCL__2858255122185441.jpg|1200]]

## 142. 8858255122185442

- 所属主题：[[topics/351|#伊朗 #霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828228118)
- 本地资源：[[assets/images/260505_1239__伊朗 _霍尔木兹海峡__8858255122185442.jpg|8858255122185442]]

![[assets/images/260505_1239__伊朗 _霍尔木兹海峡__8858255122185442.jpg|1200]]

## 143. 5121522855812454

- 所属主题：[[topics/352|#彭博新闻 #新兴市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848448182)
- 本地资源：[[assets/images/260505_1239__彭博新闻 _新兴市场__5121522855812454.jpg|5121522855812454]]

![[assets/images/260505_1239__彭博新闻 _新兴市场__5121522855812454.jpg|1200]]

## 144. 8858255122185452

- 所属主题：[[topics/353|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848448151)
- 本地资源：[[assets/images/260505_1239__霍尔木兹海峡__8858255122185452.jpg|8858255122185452]]

![[assets/images/260505_1239__霍尔木兹海峡__8858255122185452.jpg|1200]]

## 145. 1525422844852442

- 所属主题：[[topics/354|#经济]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848448222)
- 本地资源：[[assets/images/260505_1238__经济__1525422844852442.jpg|1525422844852442]]

![[assets/images/260505_1238__经济__1525422844852442.jpg|1200]]

## 146. 5121522855812144

- 所属主题：[[topics/355|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848445252)
- 本地资源：[[assets/images/260505_1237__存储__5121522855812144.jpg|5121522855812144]]

![[assets/images/260505_1237__存储__5121522855812144.jpg|1200]]

## 147. 2858255122185851

- 所属主题：[[topics/356|#光通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515112522)
- 本地资源：[[assets/images/260505_1237__光通信__2858255122185851.jpg|2858255122185851]]

![[assets/images/260505_1237__光通信__2858255122185851.jpg|1200]]

## 148. 4848544155184828

- 所属主题：[[topics/356|#光通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515112522)
- 本地资源：[[assets/images/260505_1237__光通信__4848544155184828.jpg|4848544155184828]]

![[assets/images/260505_1237__光通信__4848544155184828.jpg|1200]]

## 149. 2858255122185521

- 所属主题：[[topics/357|A股5月日历效应，“Sel1 in May” 在A股并不成立，从近10年指数涨跌幅来看，5月全A胜率50%。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828224488)
- 本地资源：[[assets/images/260505_1236_A股5月日历效应，“Sel1 in May” 在A股并不成立，从近10年指数涨跌幅来看，5月全A胜率__2858255122185521.jpg|2858255122185521]]

![[assets/images/260505_1236_A股5月日历效应，“Sel1 in May” 在A股并不成立，从近10年指数涨跌幅来看，5月全A胜率__2858255122185521.jpg|1200]]

## 150. 8858255122151142

- 所属主题：[[topics/358|#华为 #昇腾]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515148822)
- 本地资源：[[assets/images/260505_1236__华为 _昇腾__8858255122151142.jpg|8858255122151142]]

![[assets/images/260505_1236__华为 _昇腾__8858255122151142.jpg|1200]]

## 151. 5121522855828814

- 所属主题：[[topics/359|#彭博新闻 #寒武纪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515148152)
- 本地资源：[[assets/images/260505_1235__彭博新闻 _寒武纪__5121522855828814.jpg|5121522855828814]]

![[assets/images/260505_1235__彭博新闻 _寒武纪__5121522855828814.jpg|1200]]

## 152. 8858255122151182

- 所属主题：[[topics/360|#深圳 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848421241)
- 本地资源：[[assets/images/260505_1235__深圳 _房地产__8858255122151182.jpg|8858255122151182]]

![[assets/images/260505_1235__深圳 _房地产__8858255122151182.jpg|1200]]

## 153. 1525422844828852

- 所属主题：[[topics/361|#钨 #路透]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515148412)
- 本地资源：[[assets/images/260505_1235__钨 _路透__1525422844828852.jpg|1525422844828852]]

![[assets/images/260505_1235__钨 _路透__1525422844828852.jpg|1200]]

## 154. 8858255122151152

- 所属主题：[[topics/362|#路透 #原油 #中伊关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141458524)
- 本地资源：[[assets/images/260505_1235__路透 _原油 _中伊关系__8858255122151152.jpg|8858255122151152]]

![[assets/images/260505_1235__路透 _原油 _中伊关系__8858255122151152.jpg|1200]]

## 155. 1525422844828822

- 所属主题：[[topics/363|#华泰 #深圳 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515141482)
- 本地资源：[[assets/images/260505_1234__华泰 _深圳 _房地产__1525422844828822.jpg|1525422844828822]]

![[assets/images/260505_1234__华泰 _深圳 _房地产__1525422844828822.jpg|1200]]

## 156. 4848544155141228

- 所属主题：[[topics/364|Source Photonics Holdings（东山精密子公司索尔思） 基于渠道核查与交叉验证 据道, Photonics Holdings公司已从Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515141412)
- 本地资源：[[assets/images/260505_1234_Source Photonics Holdings（东山精密子公司索尔思） 基于渠道核查与交叉验证__4848544155141228.jpg|4848544155141228]]

![[assets/images/260505_1234_Source Photonics Holdings（东山精密子公司索尔思） 基于渠道核查与交叉验证__4848544155141228.jpg|1200]]

## 157. 1525422844821852

- 所属主题：[[topics/365|【国金电子】核心业务收入利润增长强劲，看好capex上行的硬件投资机会 从四大csp q1业绩来看，Google和亚马逊直接体现云AI需求爆发，微软体现Azur]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141454244)
- 本地资源：[[assets/images/260505_1233_【国金电子】核心业务收入利润增长强劲，看好capex上行的硬件投资机会 从四大csp q1业绩来看，__1525422844821852.jpg|1525422844821852]]

![[assets/images/260505_1233_【国金电子】核心业务收入利润增长强劲，看好capex上行的硬件投资机会 从四大csp q1业绩来看，__1525422844821852.jpg|1200]]

## 158. 5121522855824484

- 所属主题：[[topics/366|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828255158)
- 本地资源：[[assets/images/260505_1232__Anthropic__5121522855824484.jpg|5121522855824484]]

![[assets/images/260505_1232__Anthropic__5121522855824484.jpg|1200]]

## 159. 5121522855824454

- 所属主题：[[topics/367|#路透 #Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848422411)
- 本地资源：[[assets/images/260505_1232__路透 _Meta__5121522855824454.jpg|5121522855824454]]

![[assets/images/260505_1232__路透 _Meta__5121522855824454.jpg|1200]]

## 160. 8858255122154412

- 所属主题：[[topics/367|#路透 #Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848422411)
- 本地资源：[[assets/images/260505_1232__路透 _Meta__8858255122154412.jpg|8858255122154412]]

![[assets/images/260505_1232__路透 _Meta__8858255122154412.jpg|1200]]

## 161. 1525422844821142

- 所属主题：[[topics/368|#彭博新闻 #高通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141455444)
- 本地资源：[[assets/images/260505_1232__彭博新闻 _高通__1525422844821142.jpg|1525422844821142]]

![[assets/images/260505_1232__彭博新闻 _高通__1525422844821142.jpg|1200]]

## 162. 5121522855824584

- 所属主题：[[topics/369|#SOFC #燃机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848422452)
- 本地资源：[[assets/images/260505_1232__SOFC _燃机__5121522855824584.jpg|5121522855824584]]

![[assets/images/260505_1232__SOFC _燃机__5121522855824584.jpg|1200]]

## 163. 2858255122154241

- 所属主题：[[topics/370|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828255528)
- 本地资源：[[assets/images/260505_1231__航天航空__2858255122154241.jpg|2858255122154241]]

![[assets/images/260505_1231__航天航空__2858255122154241.jpg|1200]]

## 164. 2858255122154811

- 所属主题：[[topics/371|#高盛 #能源]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828255548)
- 本地资源：[[assets/images/260505_1231__高盛 _能源__2858255122154811.jpg|2858255122154811]]

![[assets/images/260505_1231__高盛 _能源__2858255122154811.jpg|1200]]

## 165. 1525422844821282

- 所属主题：[[topics/372|天风机械｜锂电设备26Q1梳理：下游拉货略不及预期，但合同负债+存货超预期增长，看好后续业绩释放➕固态电池行情0430 收入利润： 总体而言，26Q1锂电设备板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141451184)
- 本地资源：[[assets/images/260505_1231_天风机械｜锂电设备26Q1梳理：下游拉货略不及预期，但合同负债+存货超预期增长，看好后续业绩释放➕固__1525422844821282.jpg|1525422844821282]]

![[assets/images/260505_1231_天风机械｜锂电设备26Q1梳理：下游拉货略不及预期，但合同负债+存货超预期增长，看好后续业绩释放➕固__1525422844821282.jpg|1200]]

## 166. 1525422844821242

- 所属主题：[[topics/373|#彭博新闻 #机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848428821)
- 本地资源：[[assets/images/260505_1230__彭博新闻 _机器人__1525422844821242.jpg|1525422844821242]]

![[assets/images/260505_1230__彭博新闻 _机器人__1525422844821242.jpg|1200]]

## 167. 8858255122152152

- 所属主题：[[topics/374|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141452844)
- 本地资源：[[assets/images/260505_1229__中美关系__8858255122152152.jpg|8858255122152152]]

![[assets/images/260505_1229__中美关系__8858255122152152.jpg|1200]]

## 168. 4848544155145258

- 所属主题：[[topics/375|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828254188)
- 本地资源：[[assets/images/260505_1229__彭博新闻 _市场__4848544155145258.jpg|4848544155145258]]

![[assets/images/260505_1229__彭博新闻 _市场__4848544155145258.jpg|1200]]

## 169. 5121522855825414

- 所属主题：[[topics/376|#华为 #昇腾 #英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141452824)
- 本地资源：[[assets/images/260505_1229__华为 _昇腾 _英伟达__5121522855825414.jpg|5121522855825414]]

![[assets/images/260505_1229__华为 _昇腾 _英伟达__5121522855825414.jpg|1200]]

## 170. 1525422844824152

- 所属主题：[[topics/377|碳酸锂周度更新（4.24-4.30）：本周继续小幅累库，需求上修进一步刺激锂价 价格：本周碳酸锂现货、精矿价格上涨。SMM电池级17.5万元/吨，周环比2%，锂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828254228)
- 本地资源：[[assets/images/260505_1229_碳酸锂周度更新（4.24-4.30）：本周继续小幅累库，需求上修进一步刺激锂价 价格：本周碳酸锂现货__1525422844824152.jpg|1525422844824152]]

![[assets/images/260505_1229_碳酸锂周度更新（4.24-4.30）：本周继续小幅累库，需求上修进一步刺激锂价 价格：本周碳酸锂现货__1525422844824152.jpg|1200]]

## 171. 5121522855458554

- 所属主题：[[topics/378|#高盛 #情绪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848425452)
- 本地资源：[[assets/images/260505_1228__高盛 _情绪__5121522855458554.jpg|5121522855458554]]

![[assets/images/260505_1228__高盛 _情绪__5121522855458554.jpg|1200]]

## 172. 8858255122424452

- 所属主题：[[topics/379|#苹果 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515151422)
- 本地资源：[[assets/images/260505_1224__苹果 _存储__8858255122424452.jpg|8858255122424452]]

![[assets/images/260505_1224__苹果 _存储__8858255122424452.jpg|1200]]

## 173. 8858255122424442

- 所属主题：[[topics/379|#苹果 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515151422)
- 本地资源：[[assets/images/260505_1224__苹果 _存储__8858255122424442.jpg|8858255122424442]]

![[assets/images/260505_1224__苹果 _存储__8858255122424442.jpg|1200]]

## 174. 5121522855454544

- 所属主题：[[topics/380|#国金 #汽车]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141414114)
- 本地资源：[[assets/images/260505_1224__国金 _汽车__5121522855454544.jpg|5121522855454544]]

![[assets/images/260505_1224__国金 _汽车__5121522855454544.jpg|1200]]

## 175. 5121522855454514

- 所属主题：[[topics/381|【4月国内销量跟踪】已公布车企/车型3月销量合计68.7万辆，同比+1%，环比+8%【锂电】 比亚迪(乘用车):销量314100辆，同比-15.7%，环比+6.]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515151552)
- 本地资源：[[assets/images/260505_1224_【4月国内销量跟踪】已公布车企 车型3月销量合计68.7万辆，同比+1%，环比+8%【锂电】 比亚迪__5121522855454514.jpg|5121522855454514]]

![[assets/images/260505_1224_【4月国内销量跟踪】已公布车企 车型3月销量合计68.7万辆，同比+1%，环比+8%【锂电】 比亚迪__5121522855454514.jpg|1200]]

## 176. 8858255122424252

- 所属主题：[[topics/383|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515154582)
- 本地资源：[[assets/images/260505_1224__Anthropic__8858255122424252.jpg|8858255122424252]]

![[assets/images/260505_1224__Anthropic__8858255122424252.jpg|1200]]

## 177. 8858255122424822

- 所属主题：[[topics/384|#华泰 #伯克希尔]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515154282)
- 本地资源：[[assets/images/260505_1223__华泰 _伯克希尔__8858255122424822.jpg|8858255122424822]]

![[assets/images/260505_1223__华泰 _伯克希尔__8858255122424822.jpg|1200]]

## 178. 4848544155252858

- 所属主题：[[topics/385|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141415224)
- 本地资源：[[assets/images/260505_1223__英伟达__4848544155252858.jpg|4848544155252858]]

![[assets/images/260505_1223__英伟达__4848544155252858.jpg|1200]]

## 179. 8858255122424842

- 所属主题：[[topics/385|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141415224)
- 本地资源：[[assets/images/260505_1223__英伟达__8858255122424842.jpg|8858255122424842]]

![[assets/images/260505_1223__英伟达__8858255122424842.jpg|1200]]

## 180. 5121522855455154

- 所属主题：[[topics/386|#路透 #机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848488122)
- 本地资源：[[assets/images/260505_1223__路透 _机器人__5121522855455154.jpg|5121522855455154]]

![[assets/images/260505_1223__路透 _机器人__5121522855455154.jpg|1200]]

## 181. 8858255122422542

- 所属主题：[[topics/390|#中美关系 #TMT]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422541515155442)
- 本地资源：[[assets/images/260505_1222__中美关系 _TMT__8858255122422542.jpg|8858255122422542]]

![[assets/images/260505_1222__中美关系 _TMT__8858255122422542.jpg|1200]]

## 182. 5121522855455224

- 所属主题：[[topics/392|#钨 #刀具]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255824848485842)
- 本地资源：[[assets/images/260505_1221__钨 _刀具__5121522855455224.jpg|5121522855455224]]

![[assets/images/260505_1221__钨 _刀具__5121522855455224.jpg|1200]]

## 183. 2858255122428121

- 所属主题：[[topics/394|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544852828284848)
- 本地资源：[[assets/images/260505_1221__OpenAI__2858255122428121.jpg|2858255122428121]]

![[assets/images/260505_1221__OpenAI__2858255122428121.jpg|1200]]

## 184. 1525422844145822

- 所属主题：[[topics/396|#欧盟 #华为 #中兴通讯 #...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848485521)
- 本地资源：[[assets/images/260505_1221__欧盟 _华为 _中兴通讯 ___1525422844145822.jpg|1525422844145822]]

![[assets/images/260505_1221__欧盟 _华为 _中兴通讯 ___1525422844145822.jpg|1200]]

## 185. 5121522855451544

- 所属主题：[[topics/397|#路透 #伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848451151)
- 本地资源：[[assets/images/260505_1220__路透 _伊朗__5121522855451544.jpg|5121522855451544]]

![[assets/images/260505_1220__路透 _伊朗__5121522855451544.jpg|1200]]

## 186. 1525422844145412

- 所属主题：[[topics/398|#苹果 #彭博新闻]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255824848451411)
- 本地资源：[[assets/images/260505_1220__苹果 _彭博新闻__1525422844145412.jpg|1525422844145412]]

![[assets/images/260505_1220__苹果 _彭博新闻__1525422844145412.jpg|1200]]

## 187. 5121522855451184

- 所属主题：[[topics/399|#彭博新闻 #美联储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522154141428454)
- 本地资源：[[assets/images/260505_1220__彭博新闻 _美联储__5121522855451184.jpg|5121522855451184]]

![[assets/images/260505_1220__彭博新闻 _美联储__5121522855451184.jpg|1200]]
