--- date: 2026-06-02 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-06-02 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. 1525458548581522 - 所属主题：[[topics/107|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455514155142) - 本地资源：[[assets/images/260602_1458__市场__1525458548581522.jpg|1525458548581522]] ![[assets/images/260602_1458__市场__1525458548581522.jpg|1200]] ## 002. 1525458548581252 - 所属主题：[[topics/109|#MLCC #电容 #铝箔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455514155552) - 本地资源：[[assets/images/260602_1458__MLCC _电容 _铝箔__1525458548581252.jpg|1525458548581252]] ![[assets/images/260602_1458__MLCC _电容 _铝箔__1525458548581252.jpg|1200]] ## 003. 2858281821812181 - 所属主题：[[topics/110|#苏大维格]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288842242451) - 本地资源：[[assets/images/260602_1457__苏大维格__2858281821812181.jpg|2858281821812181]] ![[assets/images/260602_1457__苏大维格__2858281821812181.jpg|1200]] ## 004. 4848581851815148 - 所属主题：[[topics/112|#Marvell]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455514414412) - 本地资源：[[assets/images/260602_1457__Marvell__4848581851815148.jpg|4848581851815148]] ![[assets/images/260602_1457__Marvell__4848581851815148.jpg|1200]] ## 005. 2858281821812441 - 所属主题：[[topics/114|台北电脑展现场 光宝本次会展，800VDC展示区块没有入选，UQD08 Ra-ck Ma-n-i-f-o-ld（机柜层级液冷分配模组）： 光宝出现在该区块的供应]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455514414422) - 本地资源：[[assets/images/260602_1457_台北电脑展现场 光宝本次会展，800VDC展示区块没有入选，UQD08 Ra-ck Ma-n-i-f__2858281821812441.jpg|2858281821812441]] ![[assets/images/260602_1457_台北电脑展现场 光宝本次会展，800VDC展示区块没有入选，UQD08 Ra-ck Ma-n-i-f__2858281821812441.jpg|1200]] ## 006. 4848581852142548 - 所属主题：[[topics/145|#致尚科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455548242582) - 本地资源：[[assets/images/260602_1351__致尚科技__4848581852142548.jpg|4848581852142548]] ![[assets/images/260602_1351__致尚科技__4848581852142548.jpg|1200]] ## 007. 1525458541821542 - 所属主题：[[topics/146|#飞龙股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288821525541) - 本地资源：[[assets/images/260602_1351__飞龙股份__1525458541821542.jpg|1525458541821542]] ![[assets/images/260602_1351__飞龙股份__1525458541821542.jpg|1200]] ## 008. 8858281824154812 - 所属主题：[[topics/146|#飞龙股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288821525541) - 本地资源：[[assets/images/260602_1351__飞龙股份__8858281824154812.jpg|8858281824154812]] ![[assets/images/260602_1351__飞龙股份__8858281824154812.jpg|1200]] ## 009. 8858281824158812 - 所属主题：[[topics/153|【东北通信】Marvell大涨点评，建议关注下游核心受益标的：剑桥科技、中际旭创、长芯博创 [红包]事件： 英伟达黄仁勋公开表态Marvell有望成为下一个万亿]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511158211244) - 本地资源：[[assets/images/260602_1350_【东北通信】Marvell大涨点评，建议关注下游核心受益标的：剑桥科技、中际旭创、长芯博创 _红包___8858281824158812.jpg|8858281824158812]] ![[assets/images/260602_1350_【东北通信】Marvell大涨点评，建议关注下游核心受益标的：剑桥科技、中际旭创、长芯博创 _红包___8858281824158812.jpg|1200]] ## 010. 1525458541448522 - 所属主题：[[topics/184|#Marvell]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455541525582) - 本地资源：[[assets/images/260602_1317__Marvell__1525458541448522.jpg|1525458541448522]] ![[assets/images/260602_1317__Marvell__1525458541448522.jpg|1200]] ## 011. 2858281824221581 - 所属主题：[[topics/185|#债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288824858581) - 本地资源：[[assets/images/260602_1316__债__2858281824221581.jpg|2858281824221581]] ![[assets/images/260602_1316__债__2858281824221581.jpg|1200]] ## 012. 1525458541441842 - 所属主题：[[topics/186|#光伏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288824511152) - 本地资源：[[assets/images/260602_1316__光伏__1525458541441842.jpg|1525458541441842]] ![[assets/images/260602_1316__光伏__1525458541441842.jpg|1200]] ## 013. 1525458541441852 - 所属主题：[[topics/188|中国首枚 3D打印可回收火箭“朱雀三号”已经运抵酒泉]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288824511441) - 本地资源：[[assets/images/260602_1316_中国首枚 3D打印可回收火箭“朱雀三号”已经运抵酒泉__1525458541441852.jpg|1525458541441852]] ![[assets/images/260602_1316_中国首枚 3D打印可回收火箭“朱雀三号”已经运抵酒泉__1525458541441852.jpg|1200]] ## 014. 4848581852555128 - 所属主题：[[topics/190|#Marvell]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588852411818) - 本地资源：[[assets/images/260602_1315__Marvell__4848581852555128.jpg|4848581852555128]] ![[assets/images/260602_1315__Marvell__4848581852555128.jpg|1200]] ## 015. 8858281824222242 - 所属主题：[[topics/195|#华泰 #ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288824525822) - 本地资源：[[assets/images/260602_1314__华泰 _ETF__8858281824222242.jpg|8858281824222242]] ![[assets/images/260602_1314__华泰 _ETF__8858281824222242.jpg|1200]] ## 016. 1525458541444452 - 所属主题：[[topics/196|#华泰 #ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511154252254) - 本地资源：[[assets/images/260602_1314__华泰 _ETF__1525458541444452.jpg|1525458541444452]] ![[assets/images/260602_1314__华泰 _ETF__1525458541444452.jpg|1200]] ## 017. 4848581852555548 - 所属主题：[[topics/197|#赛伍技术]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455541258812) - 本地资源：[[assets/images/260602_1314__赛伍技术__4848581852555548.jpg|4848581852555548]] ![[assets/images/260602_1314__赛伍技术__4848581852555548.jpg|1200]] ## 018. 2858281824222581 - 所属主题：[[topics/199|#通用磨坊]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288824584222) - 本地资源：[[assets/images/260602_1313__通用磨坊__2858281824222581.jpg|2858281824222581]] ![[assets/images/260602_1313__通用磨坊__2858281824222581.jpg|1200]] ## 019. 5121518154184424 - 所属主题：[[topics/203|#海通 #煤炭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455541255512) - 本地资源：[[assets/images/260602_1312__海通 _煤炭__5121518154184424.jpg|5121518154184424]] ![[assets/images/260602_1312__海通 _煤炭__5121518154184424.jpg|1200]] ## 020. 2858281824814221 - 所属主题：[[topics/206|国内外AI产业细分赛道龙头估值对比]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511154212444) - 本地资源：[[assets/images/260602_1312_国内外AI产业细分赛道龙头估值对比__2858281824814221.jpg|2858281824814221]] ![[assets/images/260602_1312_国内外AI产业细分赛道龙头估值对比__2858281824814221.jpg|1200]] ## 021. 8858281824814282 - 所属主题：[[topics/208|#液态金属]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588852441518) - 本地资源：[[assets/images/260602_1312__液态金属__8858281824814282.jpg|8858281824814282]] ![[assets/images/260602_1312__液态金属__8858281824814282.jpg|1200]] ## 022. 4848581852812888 - 所属主题：[[topics/210|迈威尔科技美股夜盘涨超12% 黄仁勋称其将成为下一个万亿美元公司，MRVL(迈威尔 Marvell)对应 A 股概念股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288824554142) - 本地资源：[[assets/images/260602_1311_迈威尔科技美股夜盘涨超12% 黄仁勋称其将成为下一个万亿美元公司，MRVL(迈威尔 Marvell)__4848581852812888.jpg|4848581852812888]] ![[assets/images/260602_1311_迈威尔科技美股夜盘涨超12% 黄仁勋称其将成为下一个万亿美元公司，MRVL(迈威尔 Marvell)__4848581852812888.jpg|1200]] ## 023. 8858281824814852 - 所属主题：[[topics/212|#芯原股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455541221422) - 本地资源：[[assets/images/260602_1311__芯原股份__8858281824814852.jpg|8858281824814852]] ![[assets/images/260602_1311__芯原股份__8858281824814852.jpg|1200]] ## 024. 1525458541581242 - 所属主题：[[topics/216|液态金属铰链概念股 #液态金属]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288824558841) - 本地资源：[[assets/images/260602_1310_液态金属铰链概念股 _液态金属__1525458541581242.jpg|1525458541581242]] ![[assets/images/260602_1310_液态金属铰链概念股 _液态金属__1525458541581242.jpg|1200]] ## 025. 4848581852815158 - 所属主题：[[topics/222|#华特气体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455544888542) - 本地资源：[[assets/images/260602_1309__华特气体__4848581852815158.jpg|4848581852815158]] ![[assets/images/260602_1309__华特气体__4848581852815158.jpg|1200]] ## 026. 5121518154185814 - 所属主题：[[topics/224|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288822114881) - 本地资源：[[assets/images/260602_1309__存储__5121518154185814.jpg|5121518154185814]] ![[assets/images/260602_1309__存储__5121518154185814.jpg|1200]] ## 027. 8858281824812442 - 所属主题：[[topics/226|个人投资者高持仓占比的ETF（大部分行业及主题ETF）资金净流入与指数超额明显负相关，可辅助判断短期顶和趋势，欢迎私信获取具体研究结论、历史数据及日度追踪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455544884822) - 本地资源：[[assets/images/260602_1309_个人投资者高持仓占比的ETF（大部分行业及主题ETF）资金净流入与指数超额明显负相关，可辅助判断短期__8858281824812442.jpg|8858281824812442]] ![[assets/images/260602_1309_个人投资者高持仓占比的ETF（大部分行业及主题ETF）资金净流入与指数超额明显负相关，可辅助判断短期__8858281824812442.jpg|1200]] ## 028. 1525458542142252 - 所属主题：[[topics/255|#机器人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288884242442) - 本地资源：[[assets/images/260602_1109__机器人__1525458542142252.jpg|1525458542142252]] ![[assets/images/260602_1109__机器人__1525458542142252.jpg|1200]] ## 029. 1525458542158812 - 所属主题：[[topics/256|#汇率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455551414442) - 本地资源：[[assets/images/260602_1109__汇率__1525458542158812.jpg|1525458542158812]] ![[assets/images/260602_1109__汇率__1525458542158812.jpg|1200]] ## 030. 1525458542158852 - 所属主题：[[topics/257|#鹏鼎控股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288884242882) - 本地资源：[[assets/images/260602_1109__鹏鼎控股__1525458542158852.jpg|1525458542158852]] ![[assets/images/260602_1109__鹏鼎控股__1525458542158852.jpg|1200]] ## 031. 5121518152414224 - 所属主题：[[topics/258|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511114554184) - 本地资源：[[assets/images/260602_1107__小光__5121518152414224.jpg|5121518152414224]] ![[assets/images/260602_1107__小光__5121518152414224.jpg|1200]] ## 032. 2858281825482441 - 所属主题：[[topics/259|#华创 #智微智能 #Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511114555244) - 本地资源：[[assets/images/260602_1107__华创 _智微智能 _Kimi__2858281825482441.jpg|2858281825482441]] ![[assets/images/260602_1107__华创 _智微智能 _Kimi__2858281825482441.jpg|1200]] ## 033. 2858281825482181 - 所属主题：[[topics/259|#华创 #智微智能 #Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511114555244) - 本地资源：[[assets/images/260602_1107__华创 _智微智能 _Kimi__2858281825482181.jpg|2858281825482181]] ![[assets/images/260602_1107__华创 _智微智能 _Kimi__2858281825482181.jpg|1200]] ## 034. 5121518152411424 - 所属主题：[[topics/262|上海二手房5月成交创六年新高]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588882554888) - 本地资源：[[assets/images/260602_1106_上海二手房5月成交创六年新高__5121518152411424.jpg|5121518152411424]] ![[assets/images/260602_1106_上海二手房5月成交创六年新高__5121518152411424.jpg|1200]] ## 035. 4848581854884858 - 所属主题：[[topics/285|#腾讯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588484221458) - 本地资源：[[assets/images/260602_1032__腾讯__4848581854884858.jpg|4848581854884858]] ![[assets/images/260602_1032__腾讯__4848581854884858.jpg|1200]] ## 036. 8858281825488842 - 所属主题：[[topics/285|#腾讯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588484221458) - 本地资源：[[assets/images/260602_1032__腾讯__8858281825488842.jpg|8858281825488842]] ![[assets/images/260602_1032__腾讯__8858281825488842.jpg|1200]] ## 037. 5121518152418414 - 所属主题：[[topics/285|#腾讯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588484221458) - 本地资源：[[assets/images/260602_1032__腾讯__5121518152418414.jpg|5121518152418414]] ![[assets/images/260602_1032__腾讯__5121518152418414.jpg|1200]] ## 038. 4848581854451158 - 所属主题：[[topics/286|#苹果 #折叠屏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288585588551) - 本地资源：[[assets/images/260602_1014__苹果 _折叠屏__4848581854451158.jpg|4848581854451158]] ![[assets/images/260602_1014__苹果 _折叠屏__4848581854451158.jpg|1200]] ## 039. 8858281825521122 - 所属主题：[[topics/286|#苹果 #折叠屏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288585588551) - 本地资源：[[assets/images/260602_1014__苹果 _折叠屏__8858281825521122.jpg|8858281825521122]] ![[assets/images/260602_1014__苹果 _折叠屏__8858281825521122.jpg|1200]] ## 040. 1525458542241152 - 所属主题：[[topics/289|宇树IPO过会，宇树机器人概念股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511212225454) - 本地资源：[[assets/images/260602_1012_宇树IPO过会，宇树机器人概念股__1525458542241152.jpg|1525458542241152]] ![[assets/images/260602_1012_宇树IPO过会，宇树机器人概念股__1525458542241152.jpg|1200]] ## 041. 4848581881142118 - 所属主题：[[topics/315|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288552845121) - 本地资源：[[assets/images/260602_0943__红宝书__4848581881142118.jpg|4848581881142118]] ![[assets/images/260602_0943__红宝书__4848581881142118.jpg|1200]] ## 042. 8858281881484222 - 所属主题：[[topics/339|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288558414182) - 本地资源：[[assets/images/260602_0932__小光__8858281881484222.jpg|8858281881484222]] ![[assets/images/260602_0932__小光__8858281881484222.jpg|1200]] ## 043. 5121518118425124 - 所属主题：[[topics/365|#云南锗业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455225582422) - 本地资源：[[assets/images/260602_0925__云南锗业__5121518118425124.jpg|5121518118425124]] ![[assets/images/260602_0925__云南锗业__5121518118425124.jpg|1200]] ## 044. 1525458558455842 - 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/55522511221222514) - 本地资源：[[assets/images/260602_0917__九点特供__1525458558455842.jpg|1525458558455842]] ![[assets/images/260602_0917__九点特供__1525458558455842.jpg|1200]] ## 045. 4848581881588148 - 所属主题：[[topics/375|#电报解读 #慧与]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455225222282) - 本地资源：[[assets/images/260602_0917__电报解读 _慧与__4848581881588148.jpg|4848581881588148]] ![[assets/images/260602_0917__电报解读 _慧与__4848581881588148.jpg|1200]] ## 046. 2858281881288421 - 所属主题：[[topics/377|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511222884414) - 本地资源：[[assets/images/260602_0917__电报解读__2858281881288421.jpg|2858281881288421]] ![[assets/images/260602_0917__电报解读__2858281881288421.jpg|1200]] ## 047. 4848581881588518 - 所属主题：[[topics/378|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588444112888) - 本地资源：[[assets/images/260602_0917__研选__4848581881588518.jpg|4848581881588518]] ![[assets/images/260602_0917__研选__4848581881588518.jpg|1200]] ## 048. 4848581881588588 - 所属主题：[[topics/380|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511222881814) - 本地资源：[[assets/images/260602_0917__韩股__4848581881588588.jpg|4848581881588588]] ![[assets/images/260602_0917__韩股__4848581881588588.jpg|1200]] ## 049. 4848581881588828 - 所属主题：[[topics/383|#东北 #圣泉集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588444118818) - 本地资源：[[assets/images/260602_0916__东北 _圣泉集团__4848581881588828.jpg|4848581881588828]] ![[assets/images/260602_0916__东北 _圣泉集团__4848581881588828.jpg|1200]] ## 050. 4848581881584118 - 所属主题：[[topics/387|#东北 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455222854222) - 本地资源：[[assets/images/260602_0916__东北 _存储__4848581881584118.jpg|4848581881584118]] ![[assets/images/260602_0916__东北 _存储__4848581881584118.jpg|1200]] ## 051. 1525458558452252 - 所属主题：[[topics/388|#高盛 #美股 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288555188221) - 本地资源：[[assets/images/260602_0915__高盛 _美股 _市场__1525458558452252.jpg|1525458558452252]] ![[assets/images/260602_0915__高盛 _美股 _市场__1525458558452252.jpg|1200]] ## 052. 2858281881285121 - 所属主题：[[topics/388|#高盛 #美股 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288555188221) - 本地资源：[[assets/images/260602_0915__高盛 _美股 _市场__2858281881285121.jpg|2858281881285121]] ![[assets/images/260602_0915__高盛 _美股 _市场__2858281881285121.jpg|1200]] ## 053. 2858281881251151 - 所属主题：[[topics/391|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588444141188) - 本地资源：[[assets/images/260602_0915__存储__2858281881251151.jpg|2858281881251151]] ![[assets/images/260602_0915__存储__2858281881251151.jpg|1200]] ## 054. 2858281881251451 - 所属主题：[[topics/392|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288555152142) - 本地资源：[[assets/images/260602_0915__监管__2858281881251451.jpg|2858281881251451]] ![[assets/images/260602_0915__监管__2858281881251451.jpg|1200]] ## 055. 8858281881525552 - 所属主题：[[topics/424|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522512885421144) - 本地资源：[[assets/images/260602_0835__全知道__8858281881525552.jpg|8858281881525552]] ![[assets/images/260602_0835__全知道__8858281881525552.jpg|1200]] ## 056. 2858281881581221 - 所属主题：[[topics/428|#618 #宠物食品]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544584115511418) - 本地资源：[[assets/images/260602_0834__618 _宠物食品__2858281881581221.jpg|2858281881581221]] ![[assets/images/260602_0834__618 _宠物食品__2858281881581221.jpg|1200]] ## 057. 4848581485418548 - 所属主题：[[topics/456|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285112542211) - 本地资源：[[assets/images/260602_0821__监管__4848581485418548.jpg|4848581485418548]] ![[assets/images/260602_0821__监管__4848581485418548.jpg|1200]] ## 058. 8858281582515542 - 所属主题：[[topics/462|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522512885242584) - 本地资源：[[assets/images/260602_0820__伊朗__8858281582515542.jpg|8858281582515542]] ![[assets/images/260602_0820__伊朗__8858281582515542.jpg|1200]] ## 059. 2858281582515551 - 所属主题：[[topics/464|#惠普]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285112545511) - 本地资源：[[assets/images/260602_0820__惠普__2858281582515551.jpg|2858281582515551]] ![[assets/images/260602_0820__惠普__2858281582515551.jpg|1200]] ## 060. 4848581485421158 - 所属主题：[[topics/466|#谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255285112521142) - 本地资源：[[assets/images/260602_0819__谷歌__4848581485421158.jpg|4848581485421158]] ![[assets/images/260602_0819__谷歌__4848581485421158.jpg|1200]] ## 061. 1525458254218852 - 所属主题：[[topics/468|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285112521421) - 本地资源：[[assets/images/260602_0819__伊朗__1525458254218852.jpg|1525458254218852]] ![[assets/images/260602_0819__伊朗__1525458254218852.jpg|1200]] ## 062. 5121518215248444 - 所属主题：[[topics/471|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544584115452528) - 本地资源：[[assets/images/260602_0819__原油__5121518215248444.jpg|5121518215248444]] ![[assets/images/260602_0819__原油__5121518215248444.jpg|1200]] ## 063. 2858281582541421 - 所属主题：[[topics/472|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452884241542) - 本地资源：[[assets/images/260602_0819__彭博新闻 _市场__2858281582541421.jpg|2858281582541421]] ![[assets/images/260602_0819__彭博新闻 _市场__2858281582541421.jpg|1200]] ## 064. 1525458254218152 - 所属主题：[[topics/474|#麦格米特]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452884241212) - 本地资源：[[assets/images/260602_0819__麦格米特__1525458254218152.jpg|1525458254218152]] ![[assets/images/260602_0819__麦格米特__1525458254218152.jpg|1200]] ## 065. 8858281582541812 - 所属主题：[[topics/483|1.市场延续上周的切换思路，日内看红利方向（煤炭/航运/局部消费）反弹（地产/创新药/免税等），科技继续调整；但外围市场来看以美国科技为代表的AI方向依然非常强]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452884258122) - 本地资源：[[assets/images/260602_0817_1.市场延续上周的切换思路，日内看红利方向（煤炭 航运 局部消费）反弹（地产 创新药 免税等），科技__8858281582541812.jpg|8858281582541812]] ![[assets/images/260602_0817_1.市场延续上周的切换思路，日内看红利方向（煤炭 航运 局部消费）反弹（地产 创新药 免税等），科技__8858281582541812.jpg|1200]] ## 066. 4848581485421848 - 所属主题：[[topics/484|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285112581251) - 本地资源：[[assets/images/260602_0817__伊朗__4848581485421848.jpg|4848581485421848]] ![[assets/images/260602_0817__伊朗__4848581485421848.jpg|1200]] ## 067. 8858281582541542 - 所属主题：[[topics/486|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544584115481858) - 本地资源：[[assets/images/260602_0816__SpaceX__8858281582541542.jpg|8858281582541542]] ![[assets/images/260602_0816__SpaceX__8858281582541542.jpg|1200]] ## 068. 5121518215244254 - 所属主题：[[topics/487|据《》报道，迪勒集团正准备以180亿美元收购米高梅集团。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285112581581) - 本地资源：[[assets/images/260602_0816_据《》报道，迪勒集团正准备以180亿美元收购米高梅集团。__5121518215244254.jpg|5121518215244254]] ![[assets/images/260602_0816_据《》报道，迪勒集团正准备以180亿美元收购米高梅集团。__5121518215244254.jpg|1200]] ## 069. 1525458254214112 - 所属主题：[[topics/494|#财政 #美国 #PMI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255285112588441) - 本地资源：[[assets/images/260602_0815__财政 _美国 _PMI__1525458254214112.jpg|1525458254214112]] ![[assets/images/260602_0815__财政 _美国 _PMI__1525458254214112.jpg|1200]] ## 070. 5121518215245514 - 所属主题：[[topics/496|#东吴 #汽车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422452884252452) - 本地资源：[[assets/images/260602_0815__东吴 _汽车__5121518215245514.jpg|5121518215245514]] ![[assets/images/260602_0815__东吴 _汽车__5121518215245514.jpg|1200]] ## 071. 8858281582542852 - 所属主题：[[topics/498|#中信证券 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255285112585852) - 本地资源：[[assets/images/260602_0814__中信证券 _AI__8858281582542852.jpg|8858281582542852]] ![[assets/images/260602_0814__中信证券 _AI__8858281582542852.jpg|1200]] ## 072. 8858281582542582 - 所属主题：[[topics/500|#IDC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522512885228824) - 本地资源：[[assets/images/260602_0814__IDC__8858281582542582.jpg|8858281582542582]] ![[assets/images/260602_0814__IDC__8858281582542582.jpg|1200]]