--- date: 2026-05-29 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-05-29 图片预览 > 图片以较大宽度嵌入，打开本页即可连续浏览；需要原图时点击图片链接或本地资源链接。 ## 001. 8858284221858852 - 所属主题：[[topics/053|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258425882182) - 本地资源：[[assets/images/260529_1527__市场__8858284221858852.jpg|8858284221858852]] ![[assets/images/260529_1527__市场__8858284221858852.jpg|1200]] ## 002. 5121514554448284 - 所属主题：[[topics/054|#小光 #杰恩股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425158145112) - 本地资源：[[assets/images/260529_1452__小光 _杰恩股份__5121514554448284.jpg|5121514554448284]] ![[assets/images/260529_1452__小光 _杰恩股份__5121514554448284.jpg|1200]] ## 003. 8858284224251122 - 所属主题：[[topics/065|#舜宇光学]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425151882242) - 本地资源：[[assets/images/260529_1414__舜宇光学__8858284224251122.jpg|8858284224251122]] ![[assets/images/260529_1414__舜宇光学__8858284224251122.jpg|1200]] ## 004. 8858284224251482 - 所属主题：[[topics/066|#东莞 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425151818822) - 本地资源：[[assets/images/260529_1414__东莞 _MLCC__8858284224251482.jpg|8858284224251482]] ![[assets/images/260529_1414__东莞 _MLCC__8858284224251482.jpg|1200]] ## 005. 8858284224254242 - 所属主题：[[topics/067|#鸿海]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258484141252) - 本地资源：[[assets/images/260529_1413__鸿海__8858284224254242.jpg|8858284224254242]] ![[assets/images/260529_1413__鸿海__8858284224254242.jpg|1200]] ## 006. 5121514554524224 - 所属主题：[[topics/068|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521414845184) - 本地资源：[[assets/images/260529_1412__龙虎榜__5121514554524224.jpg|5121514554524224]] ![[assets/images/260529_1412__龙虎榜__5121514554524224.jpg|1200]] ## 007. 8858284224252182 - 所属主题：[[topics/069|富士康估计今年将出货多达 10000 个 CPO 交换机托盘，预计到 2027 年这一数字将翻倍以上。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425151815882) - 本地资源：[[assets/images/260529_1412_富士康估计今年将出货多达 10000 个 CPO 交换机托盘，预计到 2027 年这一数字将翻倍以上__8858284224252182.jpg|8858284224252182]] ![[assets/images/260529_1412_富士康估计今年将出货多达 10000 个 CPO 交换机托盘，预计到 2027 年这一数字将翻倍以上__8858284224252182.jpg|1200]] ## 008. 8858284224258452 - 所属主题：[[topics/071|正新鸡排计划在港股上市，募资3亿美金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258484145511) - 本地资源：[[assets/images/260529_1411_正新鸡排计划在港股上市，募资3亿美金__8858284224258452.jpg|8858284224258452]] ![[assets/images/260529_1411_正新鸡排计划在港股上市，募资3亿美金__8858284224258452.jpg|1200]] ## 009. 2858284222141521 - 所属主题：[[topics/120|#电报解读 #大连电瓷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521411222184) - 本地资源：[[assets/images/260529_1312__电报解读 _大连电瓷__2858284222141521.jpg|2858284222141521]] ![[assets/images/260529_1312__电报解读 _大连电瓷__2858284222141521.jpg|1200]] ## 010. 8858284222144412 - 所属主题：[[topics/125|#东财 #消费]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258485114211) - 本地资源：[[assets/images/260529_1311__东财 _消费__8858284222144412.jpg|8858284222144412]] ![[assets/images/260529_1311__东财 _消费__8858284222144412.jpg|1200]] ## 011. 2858284222144421 - 所属主题：[[topics/129|北美连接器巨头涨价如何看？ 事件：安费诺正式发布最新联络函，宣布2026年7月1日起实施第二轮涨价，成为年内首个明确启动二度调价的国际巨头。从年初首轮普涨到年中]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258485114511) - 本地资源：[[assets/images/260529_1311_北美连接器巨头涨价如何看？ 事件：安费诺正式发布最新联络函，宣布2026年7月1日起实施第二轮涨价，__2858284222144421.jpg|2858284222144421]] ![[assets/images/260529_1311_北美连接器巨头涨价如何看？ 事件：安费诺正式发布最新联络函，宣布2026年7月1日起实施第二轮涨价，__2858284222144421.jpg|1200]] ## 012. 2858284222142841 - 所属主题：[[topics/136|#联想集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521412815824) - 本地资源：[[assets/images/260529_1309__联想集团__2858284222142841.jpg|2858284222142841]] ![[assets/images/260529_1309__联想集团__2858284222142841.jpg|1200]] ## 013. 1525451444814522 - 所属主题：[[topics/138|#乐一乐]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425152854122) - 本地资源：[[assets/images/260529_1309__乐一乐__1525451444814522.jpg|1525451444814522]] ![[assets/images/260529_1309__乐一乐__1525451444814522.jpg|1200]] ## 014. 8858284222142522 - 所属主题：[[topics/141|今日芯片大佬去中百超市买了五粮液 ，带到王府井吃了顿全聚德烤鸭，完了去中国中免买上一个爱马仕的旅行包，坐上华夏航空的飞机去云南旅游了]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425152854212) - 本地资源：[[assets/images/260529_1309_今日芯片大佬去中百超市买了五粮液 ，带到王府井吃了顿全聚德烤鸭，完了去中国中免买上一个爱马仕的旅行包__8858284222142522.jpg|8858284222142522]] ![[assets/images/260529_1309_今日芯片大佬去中百超市买了五粮液 ，带到王府井吃了顿全聚德烤鸭，完了去中国中免买上一个爱马仕的旅行包__8858284222142522.jpg|1200]] ## 015. 2858284225245111 - 所属主题：[[topics/149|#新宝股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521425242114) - 本地资源：[[assets/images/260529_1114__新宝股份__2858284225245111.jpg|2858284225245111]] ![[assets/images/260529_1114__新宝股份__2858284225245111.jpg|1200]] ## 016. 4848582554825248 - 所属主题：[[topics/157|#彭博新闻 #房地产]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425125181222) - 本地资源：[[assets/images/260529_1057__彭博新闻 _房地产__4848582554825248.jpg|4848582554825248]] ![[assets/images/260529_1057__彭博新闻 _房地产__4848582554825248.jpg|1200]] ## 017. 5121514552542414 - 所属主题：[[topics/157|#彭博新闻 #房地产]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425125181222) - 本地资源：[[assets/images/260529_1057__彭博新闻 _房地产__5121514552542414.jpg|5121514552542414]] ![[assets/images/260529_1057__彭博新闻 _房地产__5121514552542414.jpg|1200]] ## 018. 2858284225884221 - 所属主题：[[topics/158|#摩根士丹利 #万国数据]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425125581152) - 本地资源：[[assets/images/260529_1046__摩根士丹利 _万国数据__2858284225884221.jpg|2858284225884221]] ![[assets/images/260529_1046__摩根士丹利 _万国数据__2858284225884221.jpg|1200]] ## 019. 4848582554881818 - 所属主题：[[topics/158|#摩根士丹利 #万国数据]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425125581152) - 本地资源：[[assets/images/260529_1046__摩根士丹利 _万国数据__4848582554881818.jpg|4848582554881818]] ![[assets/images/260529_1046__摩根士丹利 _万国数据__4848582554881818.jpg|1200]] ## 020. 2858284225884281 - 所属主题：[[topics/159|#摩根士利丹 #联想集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548248812428) - 本地资源：[[assets/images/260529_1046__摩根士利丹 _联想集团__2858284225884281.jpg|2858284225884281]] ![[assets/images/260529_1046__摩根士利丹 _联想集团__2858284225884281.jpg|1200]] ## 021. 8858284225881252 - 所属主题：[[topics/159|#摩根士利丹 #联想集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548248812428) - 本地资源：[[assets/images/260529_1046__摩根士利丹 _联想集团__8858284225881252.jpg|8858284225881252]] ![[assets/images/260529_1046__摩根士利丹 _联想集团__8858284225881252.jpg|1200]] ## 022. 1525451442554412 - 所属主题：[[topics/161|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548248825888) - 本地资源：[[assets/images/260529_1043__ETF__1525451442554412.jpg|1525451442554412]] ![[assets/images/260529_1043__ETF__1525451442554412.jpg|1200]] ## 023. 2858284225888251 - 所属主题：[[topics/162|#盘中宝 #SST]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258458848181) - 本地资源：[[assets/images/260529_1043__盘中宝 _SST__2858284225888251.jpg|2858284225888251]] ![[assets/images/260529_1043__盘中宝 _SST__2858284225888251.jpg|1200]] ## 024. 2858284225888851 - 所属主题：[[topics/163|#电报解读 #闪迪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258458845481) - 本地资源：[[assets/images/260529_1043__电报解读 _闪迪__2858284225888851.jpg|2858284225888851]] ![[assets/images/260529_1043__电报解读 _闪迪__2858284225888851.jpg|1200]] ## 025. 8858284225885822 - 所属主题：[[topics/164|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425125544852) - 本地资源：[[assets/images/260529_1041__小光__8858284225885822.jpg|8858284225885822]] ![[assets/images/260529_1041__小光__8858284225885822.jpg|1200]] ## 026. 1525451442552542 - 所属主题：[[topics/165|#美国 #货币]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258458822211) - 本地资源：[[assets/images/260529_1041__美国 _货币__1525451442552542.jpg|1525451442552542]] ![[assets/images/260529_1041__美国 _货币__1525451442552542.jpg|1200]] ## 027. 8858284225851812 - 所属主题：[[topics/166|#华为 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425125545442) - 本地资源：[[assets/images/260529_1041__华为 _存储__8858284225851812.jpg|8858284225851812]] ![[assets/images/260529_1041__华为 _存储__8858284225851812.jpg|1200]] ## 028. 8858284225854442 - 所属主题：[[topics/167|#中老关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258458825421) - 本地资源：[[assets/images/260529_1040__中老关系__8858284225854442.jpg|8858284225854442]] ![[assets/images/260529_1040__中老关系__8858284225854442.jpg|1200]] ## 029. 2858284225852851 - 所属主题：[[topics/169|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548248888118) - 本地资源：[[assets/images/260529_1039__SpaceX__2858284225852851.jpg|2858284225852851]] ![[assets/images/260529_1039__SpaceX__2858284225852851.jpg|1200]] ## 030. 8858284225852522 - 所属主题：[[topics/170|#中巴关系 #航运 #港口]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521421111444) - 本地资源：[[assets/images/260529_1038__中巴关系 _航运 _港口__8858284225852522.jpg|8858284225852522]] ![[assets/images/260529_1038__中巴关系 _航运 _港口__8858284225852522.jpg|1200]] ## 031. 4848582554848228 - 所属主题：[[topics/171|token期货落地第一天，老师们重视，非常爆炸的逻辑！ 黄仁勋说TOKEN就是以后的石油和硬通货！ 路透报道国内Token期货加速 南华期货 新黄浦 瑞达期货]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425125211222) - 本地资源：[[assets/images/260529_1038_token期货落地第一天，老师们重视，非常爆炸的逻辑！ 黄仁勋说TOKEN就是以后的石油和硬通货！__4848582554848228.jpg|4848582554848228]] ![[assets/images/260529_1038_token期货落地第一天，老师们重视，非常爆炸的逻辑！ 黄仁勋说TOKEN就是以后的石油和硬通货！__4848582554848228.jpg|1200]] ## 032. 8858284225858282 - 所属主题：[[topics/172|#鼎字辈]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258458542222) - 本地资源：[[assets/images/260529_1038__鼎字辈__8858284225858282.jpg|8858284225858282]] ![[assets/images/260529_1038__鼎字辈__8858284225858282.jpg|1200]] ## 033. 8858284225858842 - 所属主题：[[topics/173|#蓝色起源]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258458542881) - 本地资源：[[assets/images/260529_1037__蓝色起源__8858284225858842.jpg|8858284225858842]] ![[assets/images/260529_1037__蓝色起源__8858284225858842.jpg|1200]] ## 034. 5121514552128154 - 所属主题：[[topics/173|#蓝色起源]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258458542881) - 本地资源：[[assets/images/260529_1037__蓝色起源__5121514552128154.jpg|5121514552128154]] ![[assets/images/260529_1037__蓝色起源__5121514552128154.jpg|1200]] ## 035. 4848582554848848 - 所属主题：[[topics/174|各地温度持续创新高，利好电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521421241884) - 本地资源：[[assets/images/260529_1037_各地温度持续创新高，利好电力__4848582554848848.jpg|4848582554848848]] ![[assets/images/260529_1037_各地温度持续创新高，利好电力__4848582554848848.jpg|1200]] ## 036. 4848582554455288 - 所属主题：[[topics/175|#Anthropic #收购 ...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258458545112) - 本地资源：[[assets/images/260529_1037__Anthropic _收购__4848582554455288.jpg|4848582554455288]] ![[assets/images/260529_1037__Anthropic _收购__4848582554455288.jpg|1200]] ## 037. 4848582554455248 - 所属主题：[[topics/176|今天钨价全线反弹大涨。（2026-05-29，早间现货报价） 今日主流报价（对比昨日） • 65%黑钨精矿：41.0–41.5 万/吨，↑1.5 万 • 65%]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548248424818) - 本地资源：[[assets/images/260529_1036_今天钨价全线反弹大涨。（2026-05-29，早间现货报价） 今日主流报价（对比昨日） • 65%黑__4848582554455248.jpg|4848582554455248]] ![[assets/images/260529_1036_今天钨价全线反弹大涨。（2026-05-29，早间现货报价） 今日主流报价（对比昨日） • 65%黑__4848582554455248.jpg|1200]] ## 038. 4848582554455448 - 所属主题：[[topics/178|#SpaceX #Anthro...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548248452118) - 本地资源：[[assets/images/260529_1036__SpaceX _Anthro__4848582554455448.jpg|4848582554455448]] ![[assets/images/260529_1036__SpaceX _Anthro__4848582554455448.jpg|1200]] ## 039. 5121514518555244 - 所属主题：[[topics/201|#戴尔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521585584584) - 本地资源：[[assets/images/260529_0935__戴尔__5121514518555244.jpg|5121514518555244]] ![[assets/images/260529_0935__戴尔__5121514518555244.jpg|1200]] ## 040. 2858284281228111 - 所属主题：[[topics/202|#三星 #海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258212214851) - 本地资源：[[assets/images/260529_0935__三星 _海力士__2858284281228111.jpg|2858284281228111]] ![[assets/images/260529_0935__三星 _海力士__2858284281228111.jpg|1200]] ## 041. 8858284281228282 - 所属主题：[[topics/206|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425484451122) - 本地资源：[[assets/images/260529_0934__小光__8858284281228282.jpg|8858284281228282]] ![[assets/images/260529_0934__小光__8858284281228282.jpg|1200]] ## 042. 5121514518551144 - 所属主题：[[topics/209|A股映射两层看—— 第一层，最直接的组装链。 #工业富联# ，戴尔/超微的全球最大AI服务器代工厂——戴尔卖得多它装得多，最确定的弹性。 #浪潮信息# 同逻辑的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521585511884) - 本地资源：[[assets/images/260529_0934_A股映射两层看—— 第一层，最直接的组装链。 _工业富联_ ，戴尔 超微的全球最大AI服务器代工厂—__5121514518551144.jpg|5121514518551144]] ![[assets/images/260529_0934_A股映射两层看—— 第一层，最直接的组装链。 _工业富联_ ，戴尔 超微的全球最大AI服务器代工厂—__5121514518551144.jpg|1200]] ## 043. 4848582581558888 - 所属主题：[[topics/210|#高盛 #市场 #美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548515588248) - 本地资源：[[assets/images/260529_0934__高盛 _市场 _美股__4848582581558888.jpg|4848582581558888]] ![[assets/images/260529_0934__高盛 _市场 _美股__4848582581558888.jpg|1200]] ## 044. 5121514518551114 - 所属主题：[[topics/210|#高盛 #市场 #美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548515588248) - 本地资源：[[assets/images/260529_0934__高盛 _市场 _美股__5121514518551114.jpg|5121514518551114]] ![[assets/images/260529_0934__高盛 _市场 _美股__5121514518551114.jpg|1200]] ## 045. 8858284281228522 - 所属主题：[[topics/212|【国联民生策略】热图讨论 最近很多投资者讨论这个指标：【TOP 5%个股的成交额占比】。最近这个指标的确在快速攀升，这让大家对应到科技股的“吸血”行情。也有声音]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425484452252) - 本地资源：[[assets/images/260529_0933_【国联民生策略】热图讨论 最近很多投资者讨论这个指标：【TOP 5%个股的成交额占比】。最近这个指标__8858284281228522.jpg|8858284281228522]] ![[assets/images/260529_0933_【国联民生策略】热图讨论 最近很多投资者讨论这个指标：【TOP 5%个股的成交额占比】。最近这个指标__8858284281228522.jpg|1200]] ## 046. 8858284281851282 - 所属主题：[[topics/230|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258218212141) - 本地资源：[[assets/images/260529_0915__红宝书__8858284281851282.jpg|8858284281851282]] ![[assets/images/260529_0915__红宝书__8858284281851282.jpg|1200]] ## 047. 1525451458528552 - 所属主题：[[topics/231|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425485485182) - 本地资源：[[assets/images/260529_0915__九点特供__1525451458528552.jpg|1525451458528552]] ![[assets/images/260529_0915__九点特供__1525451458528552.jpg|1200]] ## 048. 8858284281851542 - 所属主题：[[topics/232|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258218218542) - 本地资源：[[assets/images/260529_0914__电报解读__8858284281851542.jpg|8858284281851542]] ![[assets/images/260529_0914__电报解读__8858284281851542.jpg|1200]] ## 049. 1525451458528242 - 所属主题：[[topics/233|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521581582454) - 本地资源：[[assets/images/260529_0914__研选__1525451458528242.jpg|1525451458528242]] ![[assets/images/260529_0914__研选__1525451458528242.jpg|1200]] ## 050. 2858284281552421 - 所属主题：[[topics/268|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548521412288) - 本地资源：[[assets/images/260529_0900__伊朗__2858284281552421.jpg|2858284281552421]] ![[assets/images/260529_0900__伊朗__2858284281552421.jpg|1200]] ## 051. 5121514518225424 - 所属主题：[[topics/270|#福鞍股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425418284542) - 本地资源：[[assets/images/260529_0859__福鞍股份__5121514518225424.jpg|5121514518225424]] ![[assets/images/260529_0859__福鞍股份__5121514518225424.jpg|1200]] ## 052. 4848582581448128 - 所属主题：[[topics/275|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258241585141) - 本地资源：[[assets/images/260529_0858__监管__4848582581448128.jpg|4848582581448128]] ![[assets/images/260529_0858__监管__4848582581448128.jpg|1200]] ## 053. 8858284284282152 - 所属主题：[[topics/335|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545448214) - 本地资源：[[assets/images/260529_0823__伊朗 _霍尔木兹海峡__8858284284282152.jpg|8858284284282152]] ![[assets/images/260529_0823__伊朗 _霍尔木兹海峡__8858284284282152.jpg|1200]] ## 054. 2858284284284521 - 所属主题：[[topics/335|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545448214) - 本地资源：[[assets/images/260529_0823__伊朗 _霍尔木兹海峡__2858284284284521.jpg|2858284284284521]] ![[assets/images/260529_0823__伊朗 _霍尔木兹海峡__2858284284284521.jpg|1200]] ## 055. 8858284284228412 - 所属主题：[[topics/335|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545448214) - 本地资源：[[assets/images/260529_0823__伊朗 _霍尔木兹海峡__8858284284228412.jpg|8858284284228412]] ![[assets/images/260529_0823__伊朗 _霍尔木兹海峡__8858284284228412.jpg|1200]] ## 056. 4848582582558128 - 所属主题：[[topics/335|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545448214) - 本地资源：[[assets/images/260529_0823__伊朗 _霍尔木兹海峡__4848582582558128.jpg|4848582582558128]] ![[assets/images/260529_0823__伊朗 _霍尔木兹海峡__4848582582558128.jpg|1200]] ## 057. 2858284284228141 - 所属主题：[[topics/335|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545448214) - 本地资源：[[assets/images/260529_0823__伊朗 _霍尔木兹海峡__2858284284228141.jpg|2858284284228141]] ![[assets/images/260529_0823__伊朗 _霍尔木兹海峡__2858284284228141.jpg|1200]] ## 058. 5121514514412514 - 所属主题：[[topics/335|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545448214) - 本地资源：[[assets/images/260529_0823__伊朗 _霍尔木兹海峡__5121514514412514.jpg|5121514514412514]] ![[assets/images/260529_0823__伊朗 _霍尔木兹海峡__5121514514412514.jpg|1200]] ## 059. 1525451451152442 - 所属主题：[[topics/335|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545448214) - 本地资源：[[assets/images/260529_0823__伊朗 _霍尔木兹海峡__1525451451152442.jpg|1525451451152442]] ![[assets/images/260529_0823__伊朗 _霍尔木兹海峡__1525451451152442.jpg|1200]] ## 060. 8858284284485452 - 所属主题：[[topics/335|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545448214) - 本地资源：[[assets/images/260529_0823__伊朗 _霍尔木兹海峡__8858284284485452.jpg|8858284284485452]] ![[assets/images/260529_0823__伊朗 _霍尔木兹海峡__8858284284485452.jpg|1200]] ## 061. 2858284284482151 - 所属主题：[[topics/336|万亿美元大市场！又一赛道，火了！“我国位列全球第一梯队”→ 央视吹太空算力，太空算力概念谷汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242444142) - 本地资源：[[assets/images/260529_0823_万亿美元大市场！又一赛道，火了！“我国位列全球第一梯队”→ 央视吹太空算力，太空算力概念谷汇总__2858284284482151.jpg|2858284284482151]] ![[assets/images/260529_0823_万亿美元大市场！又一赛道，火了！“我国位列全球第一梯队”→ 央视吹太空算力，太空算力概念谷汇总__2858284284482151.jpg|1200]] ## 062. 1525451451154142 - 所属主题：[[topics/339|#消费 #基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425414111452) - 本地资源：[[assets/images/260529_0822__消费 _基金__1525451451154142.jpg|1525451451154142]] ![[assets/images/260529_0822__消费 _基金__1525451451154142.jpg|1200]] ## 063. 5121514514415214 - 所属主题：[[topics/342|#辉瑞 #信达生物]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548525225418) - 本地资源：[[assets/images/260529_0822__辉瑞 _信达生物__5121514514415214.jpg|5121514514415214]] ![[assets/images/260529_0822__辉瑞 _信达生物__5121514514415214.jpg|1200]] ## 064. 5121514514411484 - 所属主题：[[topics/344|#苹果]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425414115152) - 本地资源：[[assets/images/260529_0821__苹果__5121514514411484.jpg|5121514514411484]] ![[assets/images/260529_0821__苹果__5121514514411484.jpg|1200]] ## 065. 5121514514411414 - 所属主题：[[topics/347|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548525224558) - 本地资源：[[assets/images/260529_0821__监管__5121514514411414.jpg|5121514514411414]] ![[assets/images/260529_0821__监管__5121514514411414.jpg|1200]] ## 066. 4848582582284218 - 所属主题：[[topics/349|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258242445581) - 本地资源：[[assets/images/260529_0821__英伟达__4848582582284218.jpg|4848582582284218]] ![[assets/images/260529_0821__英伟达__4848582582284218.jpg|1200]] ## 067. 2858284284485221 - 所属主题：[[topics/352|#中塞关系 #军工]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425414141422) - 本地资源：[[assets/images/260529_0820__中塞关系 _军工__2858284284485221.jpg|2858284284485221]] ![[assets/images/260529_0820__中塞关系 _军工__2858284284485221.jpg|1200]] ## 068. 4848582582241218 - 所属主题：[[topics/358|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242425442) - 本地资源：[[assets/images/260529_0819__Anthropic__4848582582241218.jpg|4848582582241218]] ![[assets/images/260529_0819__Anthropic__4848582582241218.jpg|1200]] ## 069. 5121514514428814 - 所属主题：[[topics/358|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242425442) - 本地资源：[[assets/images/260529_0819__Anthropic__5121514514428814.jpg|5121514514428814]] ![[assets/images/260529_0819__Anthropic__5121514514428814.jpg|1200]] ## 070. 8858284284451422 - 所属主题：[[topics/360|#欧盟 #半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425414142422) - 本地资源：[[assets/images/260529_0819__欧盟 _半导体__8858284284451422.jpg|8858284284451422]] ![[assets/images/260529_0819__欧盟 _半导体__8858284284451422.jpg|1200]] ## 071. 2858284284245251 - 所属主题：[[topics/365|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242484512) - 本地资源：[[assets/images/260529_0818__英伟达__2858284284245251.jpg|2858284284245251]] ![[assets/images/260529_0818__英伟达__2858284284245251.jpg|1200]] ## 072. 1525451451448422 - 所属主题：[[topics/368|#戴尔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545411484) - 本地资源：[[assets/images/260529_0818__戴尔__1525451451448422.jpg|1525451451448422]] ![[assets/images/260529_0818__戴尔__1525451451448422.jpg|1200]] ## 073. 5121514514558114 - 所属主题：[[topics/370|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258242488221) - 本地资源：[[assets/images/260529_0817__彭博新闻 _市场__5121514514558114.jpg|5121514514558114]] ![[assets/images/260529_0817__彭博新闻 _市场__5121514514558114.jpg|1200]] ## 074. 2858284284221521 - 所属主题：[[topics/374|#BOPP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242451182) - 本地资源：[[assets/images/260529_0817__BOPP__2858284284221521.jpg|2858284284221521]] ![[assets/images/260529_0817__BOPP__2858284284221521.jpg|1200]] ## 075. 2858284284224141 - 所属主题：[[topics/376|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545428254) - 本地资源：[[assets/images/260529_0816__SpaceX__2858284284224141.jpg|2858284284224141]] ![[assets/images/260529_0816__SpaceX__2858284284224141.jpg|1200]] ## 076. 2858284284224151 - 所属主题：[[topics/378|#Groq]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545425844) - 本地资源：[[assets/images/260529_0816__Groq__2858284284224151.jpg|2858284284224151]] ![[assets/images/260529_0816__Groq__2858284284224151.jpg|1200]] ## 077. 4848582582552248 - 所属主题：[[topics/381|#燃机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548525245588) - 本地资源：[[assets/images/260529_0816__燃机__4848582582552248.jpg|4848582582552248]] ![[assets/images/260529_0816__燃机__4848582582552248.jpg|1200]] ## 078. 4848582582552818 - 所属主题：[[topics/382|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242452542) - 本地资源：[[assets/images/260529_0816__MLCC__4848582582552818.jpg|4848582582552818]] ![[assets/images/260529_0816__MLCC__4848582582552818.jpg|1200]] ## 079. 8858284284228422 - 所属主题：[[topics/391|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544548525581818) - 本地资源：[[assets/images/260529_0814__AI__8858284284228422.jpg|8858284284228422]] ![[assets/images/260529_0814__AI__8858284284228422.jpg|1200]] ## 080. 1525451451445142 - 所属主题：[[topics/392|#医保]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422425414458222) - 本地资源：[[assets/images/260529_0814__医保__1525451451445142.jpg|1525451451445142]] ![[assets/images/260529_0814__医保__1525451451445142.jpg|1200]] ## 081. 4848582582554428 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__4848582582554428.jpg|4848582582554428]] ![[assets/images/260529_0814__长光华芯__4848582582554428.jpg|1200]] ## 082. 5121514514552114 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__5121514514552114.jpg|5121514514552114]] ![[assets/images/260529_0814__长光华芯__5121514514552114.jpg|1200]] ## 083. 4848582582554858 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__4848582582554858.jpg|4848582582554858]] ![[assets/images/260529_0814__长光华芯__4848582582554858.jpg|1200]] ## 084. 2858284284225821 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__2858284284225821.jpg|2858284284225821]] ![[assets/images/260529_0814__长光华芯__2858284284225821.jpg|1200]] ## 085. 1525451451445542 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__1525451451445542.jpg|1525451451445542]] ![[assets/images/260529_0814__长光华芯__1525451451445542.jpg|1200]] ## 086. 4848582582558858 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__4848582582558858.jpg|4848582582558858]] ![[assets/images/260529_0814__长光华芯__4848582582558858.jpg|1200]] ## 087. 8858284284228242 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__8858284284228242.jpg|8858284284228242]] ![[assets/images/260529_0814__长光华芯__8858284284228242.jpg|1200]] ## 088. 5121514514551584 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__5121514514551584.jpg|5121514514551584]] ![[assets/images/260529_0814__长光华芯__5121514514551584.jpg|1200]] ## 089. 4848582582558288 - 所属主题：[[topics/394|#长光华芯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255258242284412) - 本地资源：[[assets/images/260529_0814__长光华芯__4848582582558288.jpg|4848582582558288]] ![[assets/images/260529_0814__长光华芯__4848582582558288.jpg|1200]] ## 090. 4848582582582848 - 所属主题：[[topics/405|#东北 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545525554) - 本地资源：[[assets/images/260529_0811__东北 _存储__4848582582582848.jpg|4848582582582848]] ![[assets/images/260529_0811__东北 _存储__4848582582582848.jpg|1200]] ## 091. 4848582582585228 - 所属主题：[[topics/410|🔴 📝我们专有的磷化铟（InP）供需模型表明，为光学收发器生产电吸收调制激光器（EMLs）和连续波（CW）激光器、为共封装光学（CPO）生产超高功率（UHP）连]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255258242255221) - 本地资源：[[assets/images/260529_0810_🔴 📝我们专有的磷化铟（InP）供需模型表明，为光学收发器生产电吸收调制激光器（EMLs）和连续波（__4848582582585228.jpg|4848582582585228]] ![[assets/images/260529_0810_🔴 📝我们专有的磷化铟（InP）供需模型表明，为光学收发器生产电吸收调制激光器（EMLs）和连续波（__4848582582585228.jpg|1200]] ## 092. 1525451451454122 - 所属主题：[[topics/412|【天风医药杨松团队】1-4月医保统筹基金累计收入同比+8%，累计支出同比+6% [玫瑰]2026年1-4月，医保统筹基金累计收入11156亿元，同比+8%；同期]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522521545188244) - 本地资源：[[assets/images/260529_0810_【天风医药杨松团队】1-4月医保统筹基金累计收入同比+8%，累计支出同比+6% _玫瑰_2026年1__1525451451454122.jpg|1525451451454122]] ![[assets/images/260529_0810_【天风医药杨松团队】1-4月医保统筹基金累计收入同比+8%，累计支出同比+6% _玫瑰_2026年1__1525451451454122.jpg|1200]]