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所属主题：[[topics/034|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842282188242) - 本地资源：[[assets/images/260514_2217__市场__8858252151242512.jpg|8858252151242512]] ![[assets/images/260514_2217__市场__8858252151242512.jpg|1200]] ## 017. 2858252458158151 - 所属主题：[[topics/055|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825588485288) - 本地资源：[[assets/images/260514_2055__中美关系__2858252458158151.jpg|2858252458158151]] ![[assets/images/260514_2055__中美关系__2858252458158151.jpg|1200]] ## 018. 8858252458215182 - 所属主题：[[topics/075|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145512442284) - 本地资源：[[assets/images/260514_2034__台积电__8858252458215182.jpg|8858252458215182]] ![[assets/images/260514_2034__台积电__8858252458215182.jpg|1200]] ## 019. 1525424125412242 - 所属主题：[[topics/076|中美关系新定位！ #中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145512548244) - 本地资源：[[assets/images/260514_2027_中美关系新定位！ _中美关系__1525424125412242.jpg|1525424125412242]] ![[assets/images/260514_2027_中美关系新定位！ _中美关系__1525424125412242.jpg|1200]] ## 020. 2858252458221181 - 所属主题：[[topics/077|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842285248421) - 本地资源：[[assets/images/260514_2026__伊朗__2858252458221181.jpg|2858252458221181]] ![[assets/images/260514_2026__伊朗__2858252458221181.jpg|1200]] ## 021. 1525424125448182 - 所属主题：[[topics/078|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825584524248) - 本地资源：[[assets/images/260514_2025__中美关系__1525424125448182.jpg|1525424125448182]] ![[assets/images/260514_2025__中美关系__1525424125448182.jpg|1200]] ## 022. 5121525421558454 - 所属主题：[[topics/079|【今日投资舆情热点】 1）算力硬件：以光模块为首的算力硬件方向保持高热度，英伟达、英特尔、中际旭创、LITE等龙头股持续新高。 2）碳化硅：机构称，碳化硅历经新]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842285245281) - 本地资源：[[assets/images/260514_2025_【今日投资舆情热点】 1）算力硬件：以光模块为首的算力硬件方向保持高热度，英伟达、英特尔、中际旭创、__5121525421558454.jpg|5121525421558454]] ![[assets/images/260514_2025_【今日投资舆情热点】 1）算力硬件：以光模块为首的算力硬件方向保持高热度，英伟达、英特尔、中际旭创、__5121525421558454.jpg|1200]] ## 023. 8858252458228452 - 所属主题：[[topics/080|#TSL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825584555158) - 本地资源：[[assets/images/260514_2023__TSL__8858252458228452.jpg|8858252458228452]] ![[assets/images/260514_2023__TSL__8858252458228452.jpg|1200]] ## 024. 8858252458228812 - 所属主题：[[topics/081|1.市场高开回落调整。特朗普访华，消息面上盘后或仍有更多消息，后续需关注相关消息。 2.今日观察，盘中300etf/50etf的减仓动作仍在继续；尾盘阶段市场出]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825584555288) - 本地资源：[[assets/images/260514_2023_1.市场高开回落调整。特朗普访华，消息面上盘后或仍有更多消息，后续需关注相关消息。 2.今日观察，盘__8858252458228812.jpg|8858252458228812]] ![[assets/images/260514_2023_1.市场高开回落调整。特朗普访华，消息面上盘后或仍有更多消息，后续需关注相关消息。 2.今日观察，盘__8858252458228812.jpg|1200]] ## 025. 4848545248558548 - 所属主题：[[topics/081|1.市场高开回落调整。特朗普访华，消息面上盘后或仍有更多消息，后续需关注相关消息。 2.今日观察，盘中300etf/50etf的减仓动作仍在继续；尾盘阶段市场出]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825584555288) - 本地资源：[[assets/images/260514_2023_1.市场高开回落调整。特朗普访华，消息面上盘后或仍有更多消息，后续需关注相关消息。 2.今日观察，盘__4848545248558548.jpg|4848545248558548]] ![[assets/images/260514_2023_1.市场高开回落调整。特朗普访华，消息面上盘后或仍有更多消息，后续需关注相关消息。 2.今日观察，盘__4848545248558548.jpg|1200]] ## 026. 1525424125445222 - 所属主题：[[topics/082|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842285228482) - 本地资源：[[assets/images/260514_2022__市场__1525424125445222.jpg|1525424125445222]] ![[assets/images/260514_2022__市场__1525424125445222.jpg|1200]] ## 027. 1525424125445212 - 所属主题：[[topics/082|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842285228482) - 本地资源：[[assets/images/260514_2022__市场__1525424125445212.jpg|1525424125445212]] ![[assets/images/260514_2022__市场__1525424125445212.jpg|1200]] ## 028. 5121525421551114 - 所属主题：[[topics/082|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842285228482) - 本地资源：[[assets/images/260514_2022__市场__5121525421551114.jpg|5121525421551114]] ![[assets/images/260514_2022__市场__5121525421551114.jpg|1200]] ## 029. 8858252458225412 - 所属主题：[[topics/083|#华福 #金融数据]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825584558428) - 本地资源：[[assets/images/260514_2022__华福 _金融数据__8858252458225412.jpg|8858252458225412]] ![[assets/images/260514_2022__华福 _金融数据__8858252458225412.jpg|1200]] ## 030. 5121525421518444 - 所属主题：[[topics/084|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842285228552) - 本地资源：[[assets/images/260514_2022__中美关系__5121525421518444.jpg|5121525421518444]] ![[assets/images/260514_2022__中美关系__5121525421518444.jpg|1200]] ## 031. 8858252458281812 - 所属主题：[[topics/085|#中英关系 #钢铁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145512518584) - 本地资源：[[assets/images/260514_2021__中英关系 _钢铁__8858252458281812.jpg|8858252458281812]] ![[assets/images/260514_2021__中英关系 _钢铁__8858252458281812.jpg|1200]] ## 032. 8858252458281852 - 所属主题：[[topics/086|珍惜回调 订单大幅上修原因系功率测试爆单，公司功率测试机占比达到60-70%，SiC需求爆满 天岳先进的二阶导]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825584581458) - 本地资源：[[assets/images/260514_2020_珍惜回调 订单大幅上修原因系功率测试爆单，公司功率测试机占比达到60-70%，SiC需求爆满 天岳先__8858252458281852.jpg|8858252458281852]] ![[assets/images/260514_2020_珍惜回调 订单大幅上修原因系功率测试爆单，公司功率测试机占比达到60-70%，SiC需求爆满 天岳先__8858252458281852.jpg|1200]] ## 033. 2858252458281581 - 所属主题：[[topics/087|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825584581488) - 本地资源：[[assets/images/260514_2020__霍尔木兹海峡__2858252458281581.jpg|2858252458281581]] ![[assets/images/260514_2020__霍尔木兹海峡__2858252458281581.jpg|1200]] ## 034. 8858252458815542 - 所属主题：[[topics/089|#长江 #金融数据]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514452455122) - 本地资源：[[assets/images/260514_2018__长江 _金融数据__8858252458815542.jpg|8858252458815542]] ![[assets/images/260514_2018__长江 _金融数据__8858252458815542.jpg|1200]] ## 035. 2858252458815551 - 所属主题：[[topics/091|环氧树脂提价10-20% 环氧树脂概念股汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842285288281) - 本地资源：[[assets/images/260514_2018_环氧树脂提价10-20% 环氧树脂概念股汇总__2858252458815551.jpg|2858252458815551]] ![[assets/images/260514_2018_环氧树脂提价10-20% 环氧树脂概念股汇总__2858252458815551.jpg|1200]] ## 036. 2858252458284141 - 所属主题：[[topics/091|环氧树脂提价10-20% 环氧树脂概念股汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842285288281) - 本地资源：[[assets/images/260514_2018_环氧树脂提价10-20% 环氧树脂概念股汇总__2858252458284141.jpg|2858252458284141]] ![[assets/images/260514_2018_环氧树脂提价10-20% 环氧树脂概念股汇总__2858252458284141.jpg|1200]] ## 037. 2858252212521241 - 所属主题：[[topics/147|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145185588124) - 本地资源：[[assets/images/260514_1455__中美关系__2858252212521241.jpg|2858252212521241]] ![[assets/images/260514_1455__中美关系__2858252212521241.jpg|1200]] ## 038. 1525424484248142 - 所属主题：[[topics/147|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145185588124) - 本地资源：[[assets/images/260514_1455__中美关系__1525424484248142.jpg|1525424484248142]] ![[assets/images/260514_1455__中美关系__1525424484248142.jpg|1200]] ## 039. 1525424484248582 - 所属主题：[[topics/149|中国已续签数百家美国牛肉加工厂的出口许可证，这可能是***与特朗普会晤之际释放的一种善意姿态。（路透） 过去一年，超过400家美国牛肉加工厂失去了出口资格 ，因]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842812214182) - 本地资源：[[assets/images/260514_1455_中国已续签数百家美国牛肉加工厂的出口许可证，这可能是 与特朗普会晤之际释放的一种善意姿态。（路透__1525424484248582.jpg|1525424484248582]] ![[assets/images/260514_1455_中国已续签数百家美国牛肉加工厂的出口许可证，这可能是 与特朗普会晤之际释放的一种善意姿态。（路透__1525424484248582.jpg|1200]] ## 040. 4848545515445448 - 所属主题：[[topics/152|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825815454448) - 本地资源：[[assets/images/260514_1436__英伟达__4848545515445448.jpg|4848545515445448]] ![[assets/images/260514_1436__英伟达__4848545515445448.jpg|1200]] ## 041. 1525424484225142 - 所属主题：[[topics/155|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514584251822) - 本地资源：[[assets/images/260514_1436__小洪__1525424484225142.jpg|1525424484225142]] ![[assets/images/260514_1436__小洪__1525424484225142.jpg|1200]] ## 042. 1525424484225182 - 所属主题：[[topics/155|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514584251822) - 本地资源：[[assets/images/260514_1436__小洪__1525424484225182.jpg|1525424484225182]] ![[assets/images/260514_1436__小洪__1525424484225182.jpg|1200]] ## 043. 4848545518152888 - 所属主题：[[topics/157|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842812588451) - 本地资源：[[assets/images/260514_1435__存储__4848545518152888.jpg|4848545518152888]] ![[assets/images/260514_1435__存储__4848545518152888.jpg|1200]] ## 044. 8858252218124512 - 所属主题：[[topics/158|#国金 #汇成真空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842812588252) - 本地资源：[[assets/images/260514_1435__国金 _汇成真空__8858252218124512.jpg|8858252218124512]] ![[assets/images/260514_1435__国金 _汇成真空__8858252218124512.jpg|1200]] ## 045. 5121525581545524 - 所属主题：[[topics/190|#氢氟酸]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842841858141) - 本地资源：[[assets/images/260514_1345__氢氟酸__5121525581545524.jpg|5121525581545524]] ![[assets/images/260514_1345__氢氟酸__5121525581545524.jpg|1200]] ## 046. 5121525581545554 - 所属主题：[[topics/190|#氢氟酸]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842841858141) - 本地资源：[[assets/images/260514_1345__氢氟酸__5121525581545554.jpg|5121525581545554]] ![[assets/images/260514_1345__氢氟酸__5121525581545554.jpg|1200]] ## 047. 2858252218242841 - 所属主题：[[topics/191|#海通 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842841858422) - 本地资源：[[assets/images/260514_1345__海通 _策略__2858252218242841.jpg|2858252218242841]] ![[assets/images/260514_1345__海通 _策略__2858252218242841.jpg|1200]] ## 048. 8858252218824182 - 所属主题：[[topics/194|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145144455214) - 本地资源：[[assets/images/260514_1319__中美关系__8858252218824182.jpg|8858252218824182]] ![[assets/images/260514_1319__中美关系__8858252218824182.jpg|1200]] ## 049. 8858252218824442 - 所属主题：[[topics/195|#科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145144451824) - 本地资源：[[assets/images/260514_1319__科技__8858252218824442.jpg|8858252218824442]] ![[assets/images/260514_1319__科技__8858252218824442.jpg|1200]] ## 050. 2858252218824251 - 所属主题：[[topics/196|#乐一乐]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842844481441) - 本地资源：[[assets/images/260514_1318__乐一乐__2858252218824251.jpg|2858252218824251]] ![[assets/images/260514_1318__乐一乐__2858252218824251.jpg|1200]] ## 051. 4848545518852248 - 所属主题：[[topics/196|#乐一乐]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842844481441) - 本地资源：[[assets/images/260514_1318__乐一乐__4848545518852248.jpg|4848545518852248]] ![[assets/images/260514_1318__乐一乐__4848545518852248.jpg|1200]] ## 052. 4848545518855518 - 所属主题：[[topics/197|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514511158412) - 本地资源：[[assets/images/260514_1317__中美关系__4848545518855518.jpg|4848545518855518]] ![[assets/images/260514_1317__中美关系__4848545518855518.jpg|1200]] ## 053. 1525424485544522 - 所属主题：[[topics/198|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825822282448) - 本地资源：[[assets/images/260514_1317__航天航空__1525424485544522.jpg|1525424485544522]] ![[assets/images/260514_1317__航天航空__1525424485544522.jpg|1200]] ## 054. 2858252218828411 - 所属主题：[[topics/199|603185弘元绿能 碳化硅切片机（市占率全国NO.1）（但单位价值量"高"、战略价值"极高"、长期增长潜力"很大"。） 券商研报显示，弘元绿能碳化硅切片机订单]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825822284158) - 本地资源：[[assets/images/260514_1316_603185弘元绿能 碳化硅切片机（市占率全国NO.1）（但单位价值量 高 、战略价值 极高 、长期__2858252218828411.jpg|2858252218828411]] ![[assets/images/260514_1316_603185弘元绿能 碳化硅切片机（市占率全国NO.1）（但单位价值量 高 、战略价值 极高 、长期__2858252218828411.jpg|1200]] ## 055. 5121525581151414 - 所属主题：[[topics/200|#中信证券 #ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145144412544) - 本地资源：[[assets/images/260514_1315__中信证券 _ETF__5121525581151414.jpg|5121525581151414]] ![[assets/images/260514_1315__中信证券 _ETF__5121525581151414.jpg|1200]] ## 056. 1525424485545152 - 所属主题：[[topics/201|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514511152512) - 本地资源：[[assets/images/260514_1315__航天航空__1525424485545152.jpg|1525424485545152]] ![[assets/images/260514_1315__航天航空__1525424485545152.jpg|1200]] ## 057. 4848545518881828 - 所属主题：[[topics/202|#MPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842844228222) - 本地资源：[[assets/images/260514_1312__MPO__4848545518881828.jpg|4848545518881828]] ![[assets/images/260514_1312__MPO__4848545518881828.jpg|1200]] ## 058. 4848545518882558 - 所属主题：[[topics/203|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842844225241) - 本地资源：[[assets/images/260514_1312__PCB__4848545518882558.jpg|4848545518882558]] ![[assets/images/260514_1312__PCB__4848545518882558.jpg|1200]] ## 059. 4848545518882828 - 所属主题：[[topics/205|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825822581118) - 本地资源：[[assets/images/260514_1312__中美关系__4848545518882828.jpg|4848545518882828]] ![[assets/images/260514_1312__中美关系__4848545518882828.jpg|1200]] ## 060. 8858252218884852 - 所属主题：[[topics/207|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825822581288) - 本地资源：[[assets/images/260514_1311__航天航空__8858252218884852.jpg|8858252218884852]] ![[assets/images/260514_1311__航天航空__8858252218884852.jpg|1200]] ## 061. 1525424485551212 - 所属主题：[[topics/209|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842844281252) - 本地资源：[[assets/images/260514_1311__中美关系__1525424485551212.jpg|1525424485551212]] ![[assets/images/260514_1311__中美关系__1525424485551212.jpg|1200]] ## 062. 4848545522558848 - 所属主题：[[topics/239|#中美关系 #三星]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514548454812) - 本地资源：[[assets/images/260514_1105__中美关系 _三星__4848545522558848.jpg|4848545522558848]] ![[assets/images/260514_1105__中美关系 _三星__4848545522558848.jpg|1200]] ## 063. 2858252244251581 - 所属主题：[[topics/246|#乙二醇甲醚]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825851888218) - 本地资源：[[assets/images/260514_1057__乙二醇甲醚__2858252244251581.jpg|2858252244251581]] ![[assets/images/260514_1057__乙二醇甲醚__2858252244251581.jpg|1200]] ## 064. 8858252244251542 - 所属主题：[[topics/246|#乙二醇甲醚]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825851888218) - 本地资源：[[assets/images/260514_1057__乙二醇甲醚__8858252244251542.jpg|8858252244251542]] ![[assets/images/260514_1057__乙二醇甲醚__8858252244251542.jpg|1200]] ## 065. 5121525544244824 - 所属主题：[[topics/257|#厄尔尼诺]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842824481211) - 本地资源：[[assets/images/260514_1034__厄尔尼诺__5121525544244824.jpg|5121525544244824]] ![[assets/images/260514_1034__厄尔尼诺__5121525544244824.jpg|1200]] ## 066. 8858252244544282 - 所属主题：[[topics/259|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842824482241) - 本地资源：[[assets/images/260514_1034__韩股__8858252244544282.jpg|8858252244544282]] ![[assets/images/260514_1034__韩股__8858252244544282.jpg|1200]] ## 067. 2858252244544841 - 所属主题：[[topics/260|#紫金矿业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842824488812) - 本地资源：[[assets/images/260514_1033__紫金矿业__2858252244544841.jpg|2858252244544841]] ![[assets/images/260514_1033__紫金矿业__2858252244544841.jpg|1200]] ## 068. 1525424411211512 - 所属主题：[[topics/261|#太空光伏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514541155212) - 本地资源：[[assets/images/260514_1033__太空光伏__1525424411211512.jpg|1525424411211512]] ![[assets/images/260514_1033__太空光伏__1525424411211512.jpg|1200]] ## 069. 4848545522422418 - 所属主题：[[topics/262|#金螳螂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825852284288) - 本地资源：[[assets/images/260514_1033__金螳螂__4848545522422418.jpg|4848545522422418]] ![[assets/images/260514_1033__金螳螂__4848545522422418.jpg|1200]] ## 070. 4848545522428218 - 所属主题：[[topics/264|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145251485524) - 本地资源：[[assets/images/260514_1031__小光__4848545522428218.jpg|4848545522428218]] ![[assets/images/260514_1031__小光__4848545522428218.jpg|1200]] ## 071. 5121525544241544 - 所属主题：[[topics/265|【兴证策略】从内部轮动强度看本轮AI行情 我们通过计算AI50大细分方向近5日涨跌幅排名日度变动的绝对值并加总，构建AI轮动强度指标，用于量化衡量AI板块内部的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842528412552) - 本地资源：[[assets/images/260514_1031_【兴证策略】从内部轮动强度看本轮AI行情 我们通过计算AI50大细分方向近5日涨跌幅排名日度变动的绝__5121525544241544.jpg|5121525544241544]] ![[assets/images/260514_1031_【兴证策略】从内部轮动强度看本轮AI行情 我们通过计算AI50大细分方向近5日涨跌幅排名日度变动的绝__5121525544241544.jpg|1200]] ## 072. 2858252244548811 - 所属主题：[[topics/266|梅森投研 高盛昨天再次提高了澜起科技的目标价格，将AH股的目标价格上调至363元人民币/510港元; 对此我说2点： 1.其实国际大投行也在看图说话，目标价一变]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842528418482) - 本地资源：[[assets/images/260514_1031_梅森投研 高盛昨天再次提高了澜起科技的目标价格，将AH股的目标价格上调至363元人民币 510港元;__2858252244548811.jpg|2858252244548811]] ![[assets/images/260514_1031_梅森投研 高盛昨天再次提高了澜起科技的目标价格，将AH股的目标价格上调至363元人民币 510港元;__2858252244548811.jpg|1200]] ## 073. 8858252244548882 - 所属主题：[[topics/267|宇晶股份，目前国内唯一具备8英寸碳化硅切磨抛装备一体化解决方案装备制造商，已通过行业头部客户验证。昨晚调研披露了磷化铟切割设备。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842528415812) - 本地资源：[[assets/images/260514_1031_宇晶股份，目前国内唯一具备8英寸碳化硅切磨抛装备一体化解决方案装备制造商，已通过行业头部客户验证。昨__8858252244548882.jpg|8858252244548882]] ![[assets/images/260514_1031_宇晶股份，目前国内唯一具备8英寸碳化硅切磨抛装备一体化解决方案装备制造商，已通过行业头部客户验证。昨__8858252244548882.jpg|1200]] ## 074. 2858252244545541 - 所属主题：[[topics/269|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514245111552) - 本地资源：[[assets/images/260514_1030__美股__2858252244545541.jpg|2858252244545541]] ![[assets/images/260514_1030__美股__2858252244545541.jpg|1200]] ## 075. 4848545522455418 - 所属主题：[[topics/270|#长江 #电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842528428821) - 本地资源：[[assets/images/260514_1027__长江 _电力__4848545522455418.jpg|4848545522455418]] ![[assets/images/260514_1027__长江 _电力__4848545522455418.jpg|1200]] ## 076. 4848545525811218 - 所属主题：[[topics/295|#电报解读 #思科]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842525584482) - 本地资源：[[assets/images/260514_0940__电报解读 _思科__4848545525811218.jpg|4848545525811218]] ![[assets/images/260514_0940__电报解读 _思科__4848545525811218.jpg|1200]] ## 077. 1525424414588122 - 所属主题：[[topics/296|#电子特气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842581141181) - 本地资源：[[assets/images/260514_0939__电子特气__1525424414588122.jpg|1525424414588122]] ![[assets/images/260514_0939__电子特气__1525424414588122.jpg|1200]] ## 078. 2858252242811811 - 所属主题：[[topics/297|#SiC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825481121558) - 本地资源：[[assets/images/260514_0939__SiC__2858252242811811.jpg|2858252242811811]] ![[assets/images/260514_0939__SiC__2858252242811811.jpg|1200]] ## 079. 4848545525811818 - 所属主题：[[topics/298|#氦气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145218848144) - 本地资源：[[assets/images/260514_0939__氦气__4848545525811818.jpg|4848545525811818]] ![[assets/images/260514_0939__氦气__4848545525811818.jpg|1200]] ## 080. 8858252242811542 - 所属主题：[[topics/299|#硅光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514258811252) - 本地资源：[[assets/images/260514_0939__硅光__8858252242811542.jpg|8858252242811542]] ![[assets/images/260514_0939__硅光__8858252242811542.jpg|1200]] ## 081. 1525424414581222 - 所属主题：[[topics/300|#Wolfspeed]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842581145412) - 本地资源：[[assets/images/260514_0938__Wolfspeed__1525424414581222.jpg|1525424414581222]] ![[assets/images/260514_0938__Wolfspeed__1525424414581222.jpg|1200]] ## 082. 5121525545185454 - 所属主题：[[topics/301|#基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842581124112) - 本地资源：[[assets/images/260514_0937__基金__5121525545185454.jpg|5121525545185454]] ![[assets/images/260514_0937__基金__5121525545185454.jpg|1200]] ## 083. 4848545525828188 - 所属主题：[[topics/304|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514258151242) - 本地资源：[[assets/images/260514_0931__小光__4848545525828188.jpg|4848545525828188]] ![[assets/images/260514_0931__小光__4848545525828188.jpg|1200]] ## 084. 5121525545211184 - 所属主题：[[topics/372|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842588228522) - 本地资源：[[assets/images/260514_0905__中美关系__5121525545211184.jpg|5121525545211184]] ![[assets/images/260514_0905__中美关系__5121525545211184.jpg|1200]] ## 085. 5121525545211114 - 所属主题：[[topics/373|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842588225552) - 本地资源：[[assets/images/260514_0904__九点特供__5121525545211114.jpg|5121525545211114]] ![[assets/images/260514_0904__九点特供__5121525545211114.jpg|1200]] ## 086. 2858252242585111 - 所属主题：[[topics/374|#电报解读 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825488582528) - 本地资源：[[assets/images/260514_0904__电报解读 _市场__2858252242585111.jpg|2858252242585111]] ![[assets/images/260514_0904__电报解读 _市场__2858252242585111.jpg|1200]] ## 087. 1525424414252212 - 所属主题：[[topics/375|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514255451212) - 本地资源：[[assets/images/260514_0904__研选__1525424414252212.jpg|1525424414252212]] ![[assets/images/260514_0904__研选__1525424414252212.jpg|1200]] ## 088. 5121525545228884 - 所属主题：[[topics/376|#电报解读 #AI #云计算]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842588282581) - 本地资源：[[assets/images/260514_0904__电报解读 _AI _云计算__5121525545228884.jpg|5121525545228884]] ![[assets/images/260514_0904__电报解读 _AI _云计算__5121525545228884.jpg|1200]] ## 089. 8858252242551282 - 所属主题：[[topics/380|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825488541428) - 本地资源：[[assets/images/260514_0903__监管__8858252242551282.jpg|8858252242551282]] ![[assets/images/260514_0903__监管__8858252242551282.jpg|1200]] ## 090. 1525424414228522 - 所属主题：[[topics/382|#量子计算]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825488545558) - 本地资源：[[assets/images/260514_0903__量子计算__1525424414228522.jpg|1525424414228522]] ![[assets/images/260514_0903__量子计算__1525424414228522.jpg|1200]] ## 091. 5121525545228144 - 所属主题：[[topics/382|#量子计算]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825488545558) - 本地资源：[[assets/images/260514_0903__量子计算__5121525545228144.jpg|5121525545228144]] ![[assets/images/260514_0903__量子计算__5121525545228144.jpg|1200]] ## 092. 8858252242554142 - 所属主题：[[topics/384|#Tower]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842588258151) - 本地资源：[[assets/images/260514_0902__Tower__8858252242554142.jpg|8858252242554142]] ![[assets/images/260514_0902__Tower__8858252242554142.jpg|1200]] ## 093. 4848545528152518 - 所属主题：[[topics/397|#中巴关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145211288254) - 本地资源：[[assets/images/260514_0859__中巴关系__4848545528152518.jpg|4848545528152518]] ![[assets/images/260514_0859__中巴关系__4848545528152518.jpg|1200]] ## 094. 8858252248124842 - 所属主题：[[topics/400|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842588514512) - 本地资源：[[assets/images/260514_0859__存储__8858252248124842.jpg|8858252248124842]] ![[assets/images/260514_0859__存储__8858252248124842.jpg|1200]] ## 095. 1525424415841542 - 所属主题：[[topics/402|荷兰抗议美国进一步禁止芯片巨头 ASML 进入中国市场的提议 虽然这家芯片制造设备巨头已被禁止向中国出售高端设备，但新规还将把低端产品也列入禁售范围。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514255285422) - 本地资源：[[assets/images/260514_0859_荷兰抗议美国进一步禁止芯片巨头 ASML 进入中国市场的提议 虽然这家芯片制造设备巨头已被禁止向中国__1525424415841542.jpg|1525424415841542]] ![[assets/images/260514_0859_荷兰抗议美国进一步禁止芯片巨头 ASML 进入中国市场的提议 虽然这家芯片制造设备巨头已被禁止向中国__1525424415841542.jpg|1200]] ## 096. 1525424415841242 - 所属主题：[[topics/405|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842588541212) - 本地资源：[[assets/images/260514_0858__霍尔木兹海峡__1525424415841242.jpg|1525424415841242]] ![[assets/images/260514_0858__霍尔木兹海峡__1525424415841242.jpg|1200]] ## 097. 2858252248122141 - 所属主题：[[topics/406|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145211248284) - 本地资源：[[assets/images/260514_0858__小洪__2858252248122141.jpg|2858252248122141]] ![[assets/images/260514_0858__小洪__2858252248122141.jpg|1200]] ## 098. 5121525541854224 - 所属主题：[[topics/406|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145211248284) - 本地资源：[[assets/images/260514_0858__小洪__5121525541854224.jpg|5121525541854224]] ![[assets/images/260514_0858__小洪__5121525541854224.jpg|1200]] ## 099. 5121525541851524 - 所属主题：[[topics/410|这是特朗普最不喜欢看到的事： 美国国债融资成本高企，这周拍卖的30年期利率5%+，创07年以来新高。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145211224444) - 本地资源：[[assets/images/260514_0857_这是特朗普最不喜欢看到的事： 美国国债融资成本高企，这周拍卖的30年期利率5%+，创07年以来新高。__5121525541851524.jpg|5121525541851524]] ![[assets/images/260514_0857_这是特朗普最不喜欢看到的事： 美国国债融资成本高企，这周拍卖的30年期利率5%+，创07年以来新高。__5121525541851524.jpg|1200]] ## 100. 8858252248128242 - 所属主题：[[topics/410|这是特朗普最不喜欢看到的事： 美国国债融资成本高企，这周拍卖的30年期利率5%+，创07年以来新高。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145211224444) - 本地资源：[[assets/images/260514_0857_这是特朗普最不喜欢看到的事： 美国国债融资成本高企，这周拍卖的30年期利率5%+，创07年以来新高。__8858252248128242.jpg|8858252248128242]] ![[assets/images/260514_0857_这是特朗普最不喜欢看到的事： 美国国债融资成本高企，这周拍卖的30年期利率5%+，创07年以来新高。__8858252248128242.jpg|1200]] ## 101. 1525424415584422 - 所属主题：[[topics/431|【Cpo板块】观点更新（73）：踏上全新的征程 ficonTEC今晚宣布，已与一台湾公司签署并启动OEM和ODM合作，以支持#美国领先无晶圆半导体公司，广泛采用]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842552151812) - 本地资源：[[assets/images/260514_0816_【Cpo板块】观点更新（73）：踏上全新的征程 ficonTEC今晚宣布，已与一台湾公司签署并启动O__1525424415584422.jpg|1525424415584422]] ![[assets/images/260514_0816_【Cpo板块】观点更新（73）：踏上全新的征程 ficonTEC今晚宣布，已与一台湾公司签署并启动O__1525424415584422.jpg|1200]] ## 102. 1525424415584582 - 所属主题：[[topics/433|#花旗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422514224828242) - 本地资源：[[assets/images/260514_0816__花旗__1525424415584582.jpg|1525424415584582]] ![[assets/images/260514_0816__花旗__1525424415584582.jpg|1200]] ## 103. 8858252248882152 - 所属主题：[[topics/488|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825445881828) - 本地资源：[[assets/images/260514_0756__监管__8858252248882152.jpg|8858252248882152]] ![[assets/images/260514_0756__监管__8858252248882152.jpg|1200]] ## 104. 4848545528885218 - 所属主题：[[topics/489|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825445881848) - 本地资源：[[assets/images/260514_0756__AI__4848545528885218.jpg|4848545528885218]] ![[assets/images/260514_0756__AI__4848545528885218.jpg|1200]] ## 105. 1525424415554152 - 所属主题：[[topics/490|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552884111) - 本地资源：[[assets/images/260514_0755__市场__1525424415554152.jpg|1525424415554152]] ![[assets/images/260514_0755__市场__1525424415554152.jpg|1200]] ## 106. 2858252248888451 - 所属主题：[[topics/491|#微软 #OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255842552884422) - 本地资源：[[assets/images/260514_0755__微软 _OpenAI__2858252248888451.jpg|2858252248888451]] ![[assets/images/260514_0755__微软 _OpenAI__2858252248888451.jpg|1200]] ## 107. 2858252248888221 - 所属主题：[[topics/492|#xAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552882481) - 本地资源：[[assets/images/260514_0755__xAI__2858252248888221.jpg|2858252248888221]] ![[assets/images/260514_0755__xAI__2858252248888221.jpg|1200]] ## 108. 4848545528888858 - 所属主题：[[topics/493|#思科]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552882251) - 本地资源：[[assets/images/260514_0755__思科__4848545528888858.jpg|4848545528888858]] ![[assets/images/260514_0755__思科__4848545528888858.jpg|1200]] ## 109. 1525424415555282 - 所属主题：[[topics/494|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552882881) - 本地资源：[[assets/images/260514_0754__OpenAI__1525424415555282.jpg|1525424415555282]] ![[assets/images/260514_0754__OpenAI__1525424415555282.jpg|1200]] ## 110. 8858252248885112 - 所属主题：[[topics/495|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145225115214) - 本地资源：[[assets/images/260514_0754__彭博新闻 _市场__8858252248885112.jpg|8858252248885112]] ![[assets/images/260514_0754__彭博新闻 _市场__8858252248885112.jpg|1200]] ## 111. 8858252248885122 - 所属主题：[[topics/496|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522145225111844) - 本地资源：[[assets/images/260514_0754__美国__8858252248885122.jpg|8858252248885122]] ![[assets/images/260514_0754__美国__8858252248885122.jpg|1200]] ## 112. 5121525541112444 - 所属主题：[[topics/497|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825445884228) - 本地资源：[[assets/images/260514_0754__中美关系__5121525541112444.jpg|5121525541112444]] ![[assets/images/260514_0754__中美关系__5121525541112444.jpg|1200]] ## 113. 8858252248885452 - 所属主题：[[topics/498|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552885521) - 本地资源：[[assets/images/260514_0753__英伟达__8858252248885452.jpg|8858252248885452]] ![[assets/images/260514_0753__英伟达__8858252248885452.jpg|1200]] ## 114. 2858252248885211 - 所属主题：[[topics/499|#思科]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552851181) - 本地资源：[[assets/images/260514_0753__思科__2858252248885211.jpg|2858252248885211]] ![[assets/images/260514_0753__思科__2858252248885211.jpg|1200]] ## 115. 2858252248542251 - 所属主题：[[topics/500|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825445841248) - 本地资源：[[assets/images/260514_0753__伊朗__2858252248542251.jpg|2858252248542251]] ![[assets/images/260514_0753__伊朗__2858252248542251.jpg|1200]] ## 116. FsDalHHgtO4ImGqEQO_LZa7sbr30 - 所属主题：[[topics/500|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544825445841248) - 本地资源：[[assets/images/260514_0753__伊朗__FsDalHHgtO4ImGqEQO_LZa7sbr30.jpg|FsDalHHgtO4ImGqEQO_LZa7sbr30]] ![[assets/images/260514_0753__伊朗__FsDalHHgtO4ImGqEQO_LZa7sbr30.jpg|1200]] ## 117. 8858252248542822 - 所属主题：[[topics/501|#宁德时代]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255842552854211) - 本地资源：[[assets/images/260514_0752__宁德时代__8858252248542822.jpg|8858252248542822]] ![[assets/images/260514_0752__宁德时代__8858252248542822.jpg|1200]]