--- date: 2026-06-03 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-06-03 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. 5121518551212114 - 所属主题：[[topics/025|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511845425844) - 本地资源：[[assets/images/260603_2251__全知道__5121518551212114.jpg|5121518551212114]] ![[assets/images/260603_2251__全知道__5121518551212114.jpg|1200]] ## 002. 8858281228585552 - 所属主题：[[topics/026|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511845425584) - 本地资源：[[assets/images/260603_2251__早知道__8858281228585552.jpg|8858281228585552]] ![[assets/images/260603_2251__早知道__8858281228585552.jpg|1200]] ## 003. 4848581558484458 - 所属主题：[[topics/026|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511845425584) - 本地资源：[[assets/images/260603_2251__早知道__4848581558484458.jpg|4848581558484458]] ![[assets/images/260603_2251__早知道__4848581558484458.jpg|1200]] ## 004. 8858281225148212 - 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本地资源：[[assets/images/260603_2021__基金__8858281281245512.jpg|8858281281245512]] ![[assets/images/260603_2021__基金__8858281281245512.jpg|1200]] ## 034. 2858281281221181 - 所属主题：[[topics/101|#指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288128225441) - 本地资源：[[assets/images/260603_2021__指数__2858281281221181.jpg|2858281281221181]] ![[assets/images/260603_2021__指数__2858281281221181.jpg|1200]] ## 035. 8858281281245542 - 所属主题：[[topics/101|#指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288128225441) - 本地资源：[[assets/images/260603_2021__指数__8858281281245542.jpg|8858281281245542]] ![[assets/images/260603_2021__指数__8858281281245542.jpg|1200]] ## 036. 4848581581552828 - 所属主题：[[topics/102|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288128225851) - 本地资源：[[assets/images/260603_2020__市场__4848581581552828.jpg|4848581581552828]] ![[assets/images/260603_2020__市场__4848581581552828.jpg|1200]] ## 037. 4848581581552818 - 所属主题：[[topics/102|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288128225851) - 本地资源：[[assets/images/260603_2020__市场__4848581581552818.jpg|4848581581552818]] ![[assets/images/260603_2020__市场__4848581581552818.jpg|1200]] ## 038. 8858281281221412 - 所属主题：[[topics/102|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288128225851) - 本地资源：[[assets/images/260603_2020__市场__8858281281221412.jpg|8858281281221412]] ![[assets/images/260603_2020__市场__8858281281221412.jpg|1200]] ## 039. 1525458458448142 - 所属主题：[[topics/103|#高盛 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288128225522) - 本地资源：[[assets/images/260603_2020__高盛 _市场__1525458458448142.jpg|1525458458448142]] ![[assets/images/260603_2020__高盛 _市场__1525458458448142.jpg|1200]] ## 040. 8858281281224812 - 所属主题：[[topics/104|#物理AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288128281141) - 本地资源：[[assets/images/260603_2020__物理AI__8858281281224812.jpg|8858281281224812]] ![[assets/images/260603_2020__物理AI__8858281281224812.jpg|1200]] ## 041. 5121518518558424 - 所属主题：[[topics/104|#物理AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288128281141) - 本地资源：[[assets/images/260603_2020__物理AI__5121518518558424.jpg|5121518518558424]] ![[assets/images/260603_2020__物理AI__5121518518558424.jpg|1200]] ## 042. 5121518518554124 - 所属主题：[[topics/105|#上海贝岭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288128284252) - 本地资源：[[assets/images/260603_2018__上海贝岭__5121518518554124.jpg|5121518518554124]] ![[assets/images/260603_2018__上海贝岭__5121518518554124.jpg|1200]] ## 043. 4848581581555818 - 所属主题：[[topics/108|#关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288128285242) - 本地资源：[[assets/images/260603_2015__关税__4848581581555818.jpg|4848581581555818]] ![[assets/images/260603_2015__关税__4848581581555818.jpg|1200]] ## 044. 5121518512581454 - 所属主题：[[topics/156|#关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511812585544) - 本地资源：[[assets/images/260603_1450__关税__5121518512581454.jpg|5121518512581454]] ![[assets/images/260603_1450__关税__5121518512581454.jpg|1200]] ## 045. 1525458452588542 - 所属主题：[[topics/163|#银之杰]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288185821142) - 本地资源：[[assets/images/260603_1438__银之杰__1525458452588542.jpg|1525458452588542]] ![[assets/images/260603_1438__银之杰__1525458452588542.jpg|1200]] ## 046. 4848581584452118 - 所属主题：[[topics/179|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588145142228) - 本地资源：[[assets/images/260603_1400__PCB__4848581584452118.jpg|4848581584452118]] ![[assets/images/260603_1400__PCB__4848581584452118.jpg|1200]] ## 047. 5121518512254454 - 所属主题：[[topics/180|#上海沪工]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288152154852) - 本地资源：[[assets/images/260603_1400__上海沪工__5121518512254454.jpg|5121518512254454]] ![[assets/images/260603_1400__上海沪工__5121518512254454.jpg|1200]] ## 048. 4848581584455858 - 所属主题：[[topics/182|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455824822522) - 本地资源：[[assets/images/260603_1358__小光__4848581584455858.jpg|4848581584455858]] ![[assets/images/260603_1358__小光__4848581584455858.jpg|1200]] ## 049. 8858281285528152 - 所属主题：[[topics/184|中钨高新涨停，钨概念股 #钨]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588145212428) - 本地资源：[[assets/images/260603_1357_中钨高新涨停，钨概念股 _钨__8858281285528152.jpg|8858281285528152]] ![[assets/images/260603_1357_中钨高新涨停，钨概念股 _钨__8858281285528152.jpg|1200]] ## 050. 8858281285528242 - 所属主题：[[topics/185|#一彬科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455824184112) - 本地资源：[[assets/images/260603_1357__一彬科技__8858281285528242.jpg|8858281285528242]] ![[assets/images/260603_1357__一彬科技__8858281285528242.jpg|1200]] ## 051. 2858281285528811 - 所属主题：[[topics/186|#CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511825481214) - 本地资源：[[assets/images/260603_1356__CPO__2858281285528811.jpg|2858281285528811]] ![[assets/images/260603_1356__CPO__2858281285528811.jpg|1200]] ## 052. 1525458452242452 - 所属主题：[[topics/187|#泵浦激光器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288152415422) - 本地资源：[[assets/images/260603_1356__泵浦激光器__1525458452242452.jpg|1525458452242452]] ![[assets/images/260603_1356__泵浦激光器__1525458452242452.jpg|1200]] ## 053. 5121518512252154 - 所属主题：[[topics/189|#高盛 #韩股 #台股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511825482284) - 本地资源：[[assets/images/260603_1356__高盛 _韩股 _台股__5121518512252154.jpg|5121518512252154]] ![[assets/images/260603_1356__高盛 _韩股 _台股__5121518512252154.jpg|1200]] ## 054. 2858281285525541 - 所属主题：[[topics/190|#大恒科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588145222158) - 本地资源：[[assets/images/260603_1356__大恒科技__2858281285525541.jpg|2858281285525541]] ![[assets/images/260603_1356__大恒科技__2858281285525541.jpg|1200]] ## 055. 2858281285525551 - 所属主题：[[topics/192|#泵浦激光器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588145222558) - 本地资源：[[assets/images/260603_1355__泵浦激光器__2858281285525551.jpg|2858281285525551]] ![[assets/images/260603_1355__泵浦激光器__2858281285525551.jpg|1200]] ## 056. 1525458452242222 - 所属主题：[[topics/193|#杰普特]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288152442521) - 本地资源：[[assets/images/260603_1355__杰普特__1525458452242222.jpg|1525458452242222]] ![[assets/images/260603_1355__杰普特__1525458452242222.jpg|1200]] ## 057. 5121518512218814 - 所属主题：[[topics/194|联赢激光（688518）具备泵浦激光器/泵浦源完整概念，分两层业务 一、自研激光器自带泵浦技术（光源侧） 1. YAG激光器标配氙灯泵浦源：全系脉冲YAG机型采]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455824115152) - 本地资源：[[assets/images/260603_1355_联赢激光（688518）具备泵浦激光器 泵浦源完整概念，分两层业务 一、自研激光器自带泵浦技术（光源__5121518512218814.jpg|5121518512218814]] ![[assets/images/260603_1355_联赢激光（688518）具备泵浦激光器 泵浦源完整概念，分两层业务 一、自研激光器自带泵浦技术（光源__5121518512218814.jpg|1200]] ## 058. 1525458452258412 - 所属主题：[[topics/195|20260603光纤散纤成交价格出炉，专家口径，和大厂也核对过，652和657A1A2均有回升，今天光纤继续大涨，供领导参考。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288152445522) - 本地资源：[[assets/images/260603_1354_20260603光纤散纤成交价格出炉，专家口径，和大厂也核对过，652和657A1A2均有回升，今天__1525458452258412.jpg|1525458452258412]] ![[assets/images/260603_1354_20260603光纤散纤成交价格出炉，专家口径，和大厂也核对过，652和657A1A2均有回升，今天__1525458452258412.jpg|1200]] ## 059. 1525458452258442 - 所属主题：[[topics/196|锐科激光｜泵浦核心壁垒 1、全产业链独家壁垒 国内唯一泵浦芯片—封装—特种光纤—合束器—激光器整机全自研自产，核心器件自制率超80%-90%，摆脱海外元器件卡脖]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588145251148) - 本地资源：[[assets/images/260603_1354_锐科激光｜泵浦核心壁垒 1、全产业链独家壁垒 国内唯一泵浦芯片—封装—特种光纤—合束器—激光器整机全__1525458452258442.jpg|1525458452258442]] ![[assets/images/260603_1354_锐科激光｜泵浦核心壁垒 1、全产业链独家壁垒 国内唯一泵浦芯片—封装—特种光纤—合束器—激光器整机全__1525458452258442.jpg|1200]] ## 060. 2858281285584221 - 所属主题：[[topics/197|#谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288152421842) - 本地资源：[[assets/images/260603_1354__谷歌__2858281285584221.jpg|2858281285584221]] ![[assets/images/260603_1354__谷歌__2858281285584221.jpg|1200]] ## 061. 5121518512214514 - 所属主题：[[topics/198|#关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588145251848) - 本地资源：[[assets/images/260603_1353__关税__5121518512214514.jpg|5121518512214514]] ![[assets/images/260603_1353__关税__5121518512214514.jpg|1200]] ## 062. 8858281285584812 - 所属主题：[[topics/199|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288152424141) - 本地资源：[[assets/images/260603_1353__Deepseek__8858281285584812.jpg|8858281285584812]] ![[assets/images/260603_1353__Deepseek__8858281285584812.jpg|1200]] ## 063. 8858281285584842 - 所属主题：[[topics/200|据称比亚迪投资的机器人公司帕西尼正在考虑在香港上市]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288152422111) - 本地资源：[[assets/images/260603_1353_据称比亚迪投资的机器人公司帕西尼正在考虑在香港上市__8858281285584842.jpg|8858281285584842]] ![[assets/images/260603_1353_据称比亚迪投资的机器人公司帕西尼正在考虑在香港上市__8858281285584842.jpg|1200]] ## 064. 5121518521444444 - 所属主题：[[topics/284|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288218214522) - 本地资源：[[assets/images/260603_1048__监管__5121518521444444.jpg|5121518521444444]] ![[assets/images/260603_1048__监管__5121518521444444.jpg|1200]] ## 065. 2858281258442441 - 所属主题：[[topics/285|#斯迪克]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588518515258) - 本地资源：[[assets/images/260603_1047__斯迪克__2858281258442441.jpg|2858281258442441]] ![[assets/images/260603_1047__斯迪克__2858281258442441.jpg|1200]] ## 066. 4848581548822248 - 所属主题：[[topics/301|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511544448154) - 本地资源：[[assets/images/260603_1011__小光__4848581548822248.jpg|4848581548822248]] ![[assets/images/260603_1011__小光__4848581548822248.jpg|1200]] ## 067. 1525458425511442 - 所属主题：[[topics/302|#制冷剂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455411118252) - 本地资源：[[assets/images/260603_1011__制冷剂__1525458425511442.jpg|1525458425511442]] ![[assets/images/260603_1011__制冷剂__1525458425511442.jpg|1200]] ## 068. 5121518521144124 - 所属主题：[[topics/303|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511544445544) - 本地资源：[[assets/images/260603_1011__ETF__5121518521144124.jpg|5121518521144124]] ![[assets/images/260603_1011__ETF__5121518521144124.jpg|1200]] ## 069. 4848581548825228 - 所属主题：[[topics/306|#盘中宝 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288244448221) - 本地资源：[[assets/images/260603_1010__盘中宝 _光模块__4848581548825228.jpg|4848581548825228]] ![[assets/images/260603_1010__盘中宝 _光模块__4848581548825228.jpg|1200]] ## 070. 8858281258854442 - 所属主题：[[topics/318|【长江电新】国内重点车企 5 月销量跟踪 1、比亚迪 5 月交付 383453 辆，同比+1.7%，环比+19.4%。车型放量叠加海外市场稳步拓展，带动产销稳步]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288244425452) - 本地资源：[[assets/images/260603_1008_【长江电新】国内重点车企 5 月销量跟踪 1、比亚迪 5 月交付 383453 辆，同比+1.7%，__8858281258854442.jpg|8858281258854442]] ![[assets/images/260603_1008_【长江电新】国内重点车企 5 月销量跟踪 1、比亚迪 5 月交付 383453 辆，同比+1.7%，__8858281258854442.jpg|1200]] ## 071. 5121518522845254 - 所属主题：[[topics/337|#芯原股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455414128422) - 本地资源：[[assets/images/260603_0939__芯原股份__5121518522845254.jpg|5121518522845254]] ![[assets/images/260603_0939__芯原股份__5121518522845254.jpg|1200]] ## 072. 4848581544125448 - 所属主题：[[topics/338|【题材前瞻】桌面级EUV突破引发微纳制造革命，关注苏大维格及光刻产业链机会 事件：6月3日，据媒体报道，美国得克萨斯大学奥斯汀分校研究团队开发出一种桌面级EUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511545424114) - 本地资源：[[assets/images/260603_0939_【题材前瞻】桌面级EUV突破引发微纳制造革命，关注苏大维格及光刻产业链机会 事件：6月3日，据媒体报__4848581544125448.jpg|4848581544125448]] ![[assets/images/260603_0939_【题材前瞻】桌面级EUV突破引发微纳制造革命，关注苏大维格及光刻产业链机会 事件：6月3日，据媒体报__4848581544125448.jpg|1200]] ## 073. 5121518522841854 - 所属主题：[[topics/339|#兴证 #日历]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588525245228) - 本地资源：[[assets/images/260603_0939__兴证 _日历__5121518522841854.jpg|5121518522841854]] ![[assets/images/260603_0939__兴证 _日历__5121518522841854.jpg|1200]] ## 074. 4848581544154518 - 所属主题：[[topics/341|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288242841441) - 本地资源：[[assets/images/260603_0932__小光__4848581544154518.jpg|4848581544154518]] ![[assets/images/260603_0932__小光__4848581544154518.jpg|1200]] ## 075. 1525458422828852 - 所属主题：[[topics/349|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288242528411) - 本地资源：[[assets/images/260603_0926__中美关系__1525458422828852.jpg|1525458422828852]] ![[assets/images/260603_0926__中美关系__1525458422828852.jpg|1200]] ## 076. 2858281811521221 - 所属主题：[[topics/361|#Marvell]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288245882151) - 本地资源：[[assets/images/260603_0921__Marvell__2858281811521221.jpg|2858281811521221]] ![[assets/images/260603_0921__Marvell__2858281811521221.jpg|1200]] ## 077. 2858281811521511 - 所属主题：[[topics/364|#连接器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588524888448) - 本地资源：[[assets/images/260603_0920__连接器__2858281811521511.jpg|2858281811521511]] ![[assets/images/260603_0920__连接器__2858281811521511.jpg|1200]] ## 078. 2858281811522121 - 所属主题：[[topics/368|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455412521442) - 本地资源：[[assets/images/260603_0920__九点特供__2858281811522121.jpg|2858281811522121]] ![[assets/images/260603_0920__九点特供__2858281811522121.jpg|1200]] ## 079. 2858281811522411 - 所属主题：[[topics/370|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455412521212) - 本地资源：[[assets/images/260603_0919__电报解读__2858281811522411.jpg|2858281811522411]] ![[assets/images/260603_0919__电报解读__2858281811522411.jpg|1200]] ## 080. 5121518188255814 - 所属主题：[[topics/370|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455412521212) - 本地资源：[[assets/images/260603_0919__电报解读__5121518188255814.jpg|5121518188255814]] ![[assets/images/260603_0919__电报解读__5121518188255814.jpg|1200]] ## 081. 8858281811522242 - 所属主题：[[topics/371|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288245858152) - 本地资源：[[assets/images/260603_0919__研选__8858281811522242.jpg|8858281811522242]] ![[assets/images/260603_0919__研选__8858281811522242.jpg|1200]] ## 082. 5121518188255554 - 所属主题：[[topics/372|#电报解读 #光纤]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288245858242) - 本地资源：[[assets/images/260603_0919__电报解读 _光纤__5121518188255554.jpg|5121518188255554]] ![[assets/images/260603_0919__电报解读 _光纤__5121518188255554.jpg|1200]] ## 083. 1525458588244582 - 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/45544588524411158) - 本地资源：[[assets/images/260603_0919__电报解读 _市场__1525458588244582.jpg|1525458588244582]] ![[assets/images/260603_0919__电报解读 _市场__1525458588244582.jpg|1200]] ## 084. 2858281811522541 - 所属主题：[[topics/375|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588524411888) - 本地资源：[[assets/images/260603_0918__红宝书__2858281811522541.jpg|2858281811522541]] ![[assets/images/260603_0918__红宝书__2858281811522541.jpg|1200]] ## 085. 5121518188252284 - 所属主题：[[topics/378|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455412228542) - 本地资源：[[assets/images/260603_0916__监管__5121518188252284.jpg|5121518188252284]] ![[assets/images/260603_0916__监管__5121518188252284.jpg|1200]] ## 086. 8858281814241822 - 所属主题：[[topics/451|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455444812522) - 本地资源：[[assets/images/260603_0827__SpaceX__8858281814241822.jpg|8858281814241822]] ![[assets/images/260603_0827__SpaceX__8858281814241822.jpg|1200]] ## 087. 2858281814241881 - 所属主题：[[topics/452|#Marvell]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455444812222) - 本地资源：[[assets/images/260603_0827__Marvell__2858281814241881.jpg|2858281814241881]] ![[assets/images/260603_0827__Marvell__2858281814241881.jpg|1200]] ## 088. 4848581812522818 - 所属主题：[[topics/453|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588555151518) - 本地资源：[[assets/images/260603_0826__英伟达__4848581812522818.jpg|4848581812522818]] ![[assets/images/260603_0826__英伟达__4848581812522818.jpg|1200]] ## 089. 5121518184545454 - 所属主题：[[topics/454|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511555851144) - 本地资源：[[assets/images/260603_0825__监管__5121518184545454.jpg|5121518184545454]] ![[assets/images/260603_0825__监管__5121518184545454.jpg|1200]] ## 090. 2858281814242451 - 所属主题：[[topics/455|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288222128521) - 本地资源：[[assets/images/260603_0825__市场__2858281814242451.jpg|2858281814242451]] ![[assets/images/260603_0825__市场__2858281814242451.jpg|1200]] ## 091. 5121518184545584 - 所属主题：[[topics/456|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288222125111) - 本地资源：[[assets/images/260603_0825__美国__5121518184545584.jpg|5121518184545584]] ![[assets/images/260603_0825__美国__5121518184545584.jpg|1200]] ## 092. 1525458581414412 - 所属主题：[[topics/457|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288222125412) - 本地资源：[[assets/images/260603_0825__伊朗__1525458581414412.jpg|1525458581414412]] ![[assets/images/260603_0825__伊朗__1525458581414412.jpg|1200]] ## 093. 5121518184558114 - 所属主题：[[topics/460|#微软]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588558422428) - 本地资源：[[assets/images/260603_0821__微软__5121518184558114.jpg|5121518184558114]] ![[assets/images/260603_0821__微软__5121518184558114.jpg|1200]] ## 094. 4848581812551418 - 所属主题：[[topics/461|#关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288228542521) - 本地资源：[[assets/images/260603_0821__关税__4848581812551418.jpg|4848581812551418]] ![[assets/images/260603_0821__关税__4848581812551418.jpg|1200]] ## 095. 5121518184558214 - 所属主题：[[topics/462|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455445215182) - 本地资源：[[assets/images/260603_0821__原油__5121518184558214.jpg|5121518184558214]] ![[assets/images/260603_0821__原油__5121518184558214.jpg|1200]] ## 096. 1525458581448222 - 所属主题：[[topics/463|#国金 #工业富联]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455445215552) - 本地资源：[[assets/images/260603_0821__国金 _工业富联__1525458581448222.jpg|1525458581448222]] ![[assets/images/260603_0821__国金 _工业富联__1525458581448222.jpg|1200]] ## 097. 4848581812552148 - 所属主题：[[topics/464|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588558424418) - 本地资源：[[assets/images/260603_0820__SpaceX__4848581812552148.jpg|4848581812552148]] ![[assets/images/260603_0820__SpaceX__4848581812552148.jpg|1200]] ## 098. 4848581812552218 - 所属主题：[[topics/465|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288228521151) - 本地资源：[[assets/images/260603_0820__彭博新闻 _市场__4848581812552218.jpg|4848581812552218]] ![[assets/images/260603_0820__彭博新闻 _市场__4848581812552218.jpg|1200]] ## 099. 2858281814224441 - 所属主题：[[topics/466|#胜宏科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511551258454) - 本地资源：[[assets/images/260603_0820__胜宏科技__2858281814224441.jpg|2858281814224441]] ![[assets/images/260603_0820__胜宏科技__2858281814224441.jpg|1200]] ## 100. 1525458581441542 - 所属主题：[[topics/467|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511551252814) - 本地资源：[[assets/images/260603_0819__SpaceX__1525458581441542.jpg|1525458581441542]] ![[assets/images/260603_0819__SpaceX__1525458581441542.jpg|1200]] ## 101. 1525458581441212 - 所属主题：[[topics/468|#卓胜微]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288228525821) - 本地资源：[[assets/images/260603_0818__卓胜微__1525458581441212.jpg|1525458581441212]] ![[assets/images/260603_0818__卓胜微__1525458581441212.jpg|1200]] ## 102. 4848581812555458 - 所属主题：[[topics/469|美谷纯光子产业链板块 ETF 终于上市了，代号 $FOTO。 FOTO 的全称是 Tuttle Capital Pure Play Photonics ETF，]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288228584121) - 本地资源：[[assets/images/260603_0818_美谷纯光子产业链板块 ETF 终于上市了，代号 $FOTO。 FOTO 的全称是 Tuttle Ca__4848581812555458.jpg|4848581812555458]] ![[assets/images/260603_0818_美谷纯光子产业链板块 ETF 终于上市了，代号 $FOTO。 FOTO 的全称是 Tuttle Ca__4848581812555458.jpg|1200]] ## 103. 5121518184551814 - 所属主题：[[topics/470|#Marvell]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288228584551) - 本地资源：[[assets/images/260603_0817__Marvell__5121518184551814.jpg|5121518184551814]] ![[assets/images/260603_0817__Marvell__5121518184551814.jpg|1200]] ## 104. 4848581812558248 - 所属主题：[[topics/471|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511551211424) - 本地资源：[[assets/images/260603_0817__市场__4848581812558248.jpg|4848581812558248]] ![[assets/images/260603_0817__市场__4848581812558248.jpg|1200]] ## 105. 2858281814281141 - 所属主题：[[topics/472|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511551225844) - 本地资源：[[assets/images/260603_0816__全知道__2858281814281141.jpg|2858281814281141]] ![[assets/images/260603_0816__全知道__2858281814281141.jpg|1200]] ## 106. 4848581812581148 - 所属主题：[[topics/473|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511551225244) - 本地资源：[[assets/images/260603_0815__早知道__4848581812581148.jpg|4848581812581148]] ![[assets/images/260603_0815__早知道__4848581812581148.jpg|1200]] ## 107. 8858281814281412 - 所属主题：[[topics/474|#电报解读 #CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455445224222) - 本地资源：[[assets/images/260603_0815__电报解读 _CPO__8858281814281412.jpg|8858281814281412]] ![[assets/images/260603_0815__电报解读 _CPO__8858281814281412.jpg|1200]] ## 108. 4848581812581258 - 所属主题：[[topics/475|#机构调研 #华润微]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511551222824) - 本地资源：[[assets/images/260603_0815__机构调研 _华润微__4848581812581258.jpg|4848581812581258]] ![[assets/images/260603_0815__机构调研 _华润微__4848581812581258.jpg|1200]] ## 109. 8858281814281242 - 所属主题：[[topics/476|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288228555222) - 本地资源：[[assets/images/260603_0814__龙虎榜__8858281814281242.jpg|8858281814281242]] ![[assets/images/260603_0814__龙虎榜__8858281814281242.jpg|1200]] ## 110. 4848581812581288 - 所属主题：[[topics/476|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288228555222) - 本地资源：[[assets/images/260603_0814__龙虎榜__4848581812581288.jpg|4848581812581288]] ![[assets/images/260603_0814__龙虎榜__4848581812581288.jpg|1200]] ## 111. 4848581812581828 - 所属主题：[[topics/477|#电报解读 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455445222242) - 本地资源：[[assets/images/260603_0814__电报解读 _存储__4848581812581828.jpg|4848581812581828]] ![[assets/images/260603_0814__电报解读 _存储__4848581812581828.jpg|1200]] ## 112. 1525458581454842 - 所属主题：[[topics/480|【宇树单款人形机器人累计生产下线约11000台】财联社6月2日电，宇树单款人形机器人累计生产下线约11000台。小财注：6月1日上交所上市审核委员会召开2026]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588554185588) - 本地资源：[[assets/images/260603_0812_【宇树单款人形机器人累计生产下线约11000台】财联社6月2日电，宇树单款人形机器人累计生产下线约1__1525458581454842.jpg|1525458581454842]] ![[assets/images/260603_0812_【宇树单款人形机器人累计生产下线约11000台】财联社6月2日电，宇树单款人形机器人累计生产下线约1__1525458581454842.jpg|1200]] ## 113. 1525458581454182 - 所属主题：[[topics/481|【今日投资舆情热点】 1）光纤、光互连：黄仁勋强调，光互连是下一代AI基础设施的核心，并称迈威尔将成为下一个万亿美元公司。 2）腾讯概念：机构称，腾讯正内测一款]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288225182511) - 本地资源：[[assets/images/260603_0812_【今日投资舆情热点】 1）光纤、光互连：黄仁勋强调，光互连是下一代AI基础设施的核心，并称迈威尔将成__1525458581454182.jpg|1525458581454182]] ![[assets/images/260603_0812_【今日投资舆情热点】 1）光纤、光互连：黄仁勋强调，光互连是下一代AI基础设施的核心，并称迈威尔将成__1525458581454182.jpg|1200]] ## 114. 1525458581454412 - 所属主题：[[topics/482|农业农村现代化概念股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288225188242) - 本地资源：[[assets/images/260603_0811_农业农村现代化概念股__1525458581454412.jpg|1525458581454412]] ![[assets/images/260603_0811_农业农村现代化概念股__1525458581454412.jpg|1200]] ## 115. 5121518184515184 - 所属主题：[[topics/483|#铁矿]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455442852282) - 本地资源：[[assets/images/260603_0811__铁矿__5121518184515184.jpg|5121518184515184]] ![[assets/images/260603_0811__铁矿__5121518184515184.jpg|1200]] ## 116. 5121518184144524 - 所属主题：[[topics/484|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455442825252) - 本地资源：[[assets/images/260603_0809__市场__5121518184144524.jpg|5121518184144524]] ![[assets/images/260603_0809__市场__5121518184144524.jpg|1200]] ## 117. 2858281814844251 - 所属主题：[[topics/484|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455442825252) - 本地资源：[[assets/images/260603_0809__市场__2858281814844251.jpg|2858281814844251]] ![[assets/images/260603_0809__市场__2858281814844251.jpg|1200]] ## 118. 2858281814844221 - 所属主题：[[topics/484|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455442825252) - 本地资源：[[assets/images/260603_0809__市场__2858281814844221.jpg|2858281814844221]] ![[assets/images/260603_0809__市场__2858281814844221.jpg|1200]] ## 119. 2858281814844811 - 所属主题：[[topics/485|1.科技展开反弹，日内看板轮动依然较快，红利方向（煤炭/航运/局部消费），以及有色都一度有所表现；外围市场来看以美国科技为代表的AI方向依然非常强劲。 2. 中]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288225155241) - 本地资源：[[assets/images/260603_0808_1.科技展开反弹，日内看板轮动依然较快，红利方向（煤炭 航运 局部消费），以及有色都一度有所表现；外__2858281814844811.jpg|2858281814844811]] ![[assets/images/260603_0808_1.科技展开反弹，日内看板轮动依然较快，红利方向（煤炭 航运 局部消费），以及有色都一度有所表现；外__2858281814844811.jpg|1200]] ## 120. 5121518184144114 - 所属主题：[[topics/486|T1000级小丝束碳纤维实现量产 中国石化6月2日宣布，中国石化上海石化联合上海石油化工研究院成功攻克湿法T1000级高性能碳纤维关键技术，并实现批量化生产，标]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288225155881) - 本地资源：[[assets/images/260603_0808_T1000级小丝束碳纤维实现量产 中国石化6月2日宣布，中国石化上海石化联合上海石油化工研究院成功攻__5121518184144114.jpg|5121518184144114]] ![[assets/images/260603_0808_T1000级小丝束碳纤维实现量产 中国石化6月2日宣布，中国石化上海石化联合上海石油化工研究院成功攻__5121518184144114.jpg|1200]] ## 121. 4848581812822418 - 所属主题：[[topics/487|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511552488244) - 本地资源：[[assets/images/260603_0808__市场__4848581812822418.jpg|4848581812822418]] ![[assets/images/260603_0808__市场__4848581812822418.jpg|1200]] ## 122. 8858281814842412 - 所属主题：[[topics/491|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455442181212) - 本地资源：[[assets/images/260603_0807__伊朗__8858281814842412.jpg|8858281814842412]] ![[assets/images/260603_0807__伊朗__8858281814842412.jpg|1200]] ## 123. 5121518184145444 - 所属主题：[[topics/493|迈威尔科技(Marvell)A股映射及概念股全景梳理]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288225412852) - 本地资源：[[assets/images/260603_0807_迈威尔科技(Marvell)A股映射及概念股全景梳理__5121518184145444.jpg|5121518184145444]] ![[assets/images/260603_0807_迈威尔科技(Marvell)A股映射及概念股全景梳理__5121518184145444.jpg|1200]] ## 124. 5121518184145414 - 所属主题：[[topics/495|Anthropic官方指定乐鑫ESP32芯片为桌面助手硬件，端侧AI Agent入口价值获国际巨头认证，全系芯片生态打开重估空间， 乐鑫科技底部预期差！ 1）指]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288225418141) - 本地资源：[[assets/images/260603_0806_Anthropic官方指定乐鑫ESP32芯片为桌面助手硬件，端侧AI Agent入口价值获国际巨头认__5121518184145414.jpg|5121518184145414]] ![[assets/images/260603_0806_Anthropic官方指定乐鑫ESP32芯片为桌面助手硬件，端侧AI Agent入口价值获国际巨头认__5121518184145414.jpg|1200]] ## 125. 2858281814848411 - 所属主题：[[topics/498|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288225418811) - 本地资源：[[assets/images/260603_0806__伊朗__2858281814848411.jpg|2858281814848411]] ![[assets/images/260603_0806__伊朗__2858281814848411.jpg|1200]] ## 126. 5121518184141444 - 所属主题：[[topics/499|#东北 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588554218418) - 本地资源：[[assets/images/260603_0806__东北 _存储__5121518184141444.jpg|5121518184141444]] ![[assets/images/260603_0806__东北 _存储__5121518184141444.jpg|1200]] ## 127. 8858281814848452 - 所属主题：[[topics/501|#消费]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511552448424) - 本地资源：[[assets/images/260603_0805__消费__8858281814848452.jpg|8858281814848452]] ![[assets/images/260603_0805__消费__8858281814848452.jpg|1200]] ## 128. 1525458581515542 - 所属主题：[[topics/503|#CPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455442111222) - 本地资源：[[assets/images/260603_0805__CPU__1525458581515542.jpg|1525458581515542]] ![[assets/images/260603_0805__CPU__1525458581515542.jpg|1200]] ## 129. 4848581812851588 - 所属主题：[[topics/504|#伯克希尔 #谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288225458422) - 本地资源：[[assets/images/260603_0802__伯克希尔 _谷歌__4848581812851588.jpg|4848581812851588]] ![[assets/images/260603_0802__伯克希尔 _谷歌__4848581812851588.jpg|1200]] ## 130. 5121518184158214 - 所属主题：[[topics/505|陈果： 我认为这轮信心重估牛的灵魂：中国不是下一个日本，中国是G2之一，且综合实力将超过美国。中国AI是这轮牛市的重要部分，但不等于这轮牛市的全部。 我的两个观]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511552421154) - 本地资源：[[assets/images/260603_0802_陈果： 我认为这轮信心重估牛的灵魂：中国不是下一个日本，中国是G2之一，且综合实力将超过美国。中国A__5121518184158214.jpg|5121518184158214]] ![[assets/images/260603_0802_陈果： 我认为这轮信心重估牛的灵魂：中国不是下一个日本，中国是G2之一，且综合实力将超过美国。中国A__5121518184158214.jpg|1200]] ## 131. 4848581812851828 - 所属主题：[[topics/505|陈果： 我认为这轮信心重估牛的灵魂：中国不是下一个日本，中国是G2之一，且综合实力将超过美国。中国AI是这轮牛市的重要部分，但不等于这轮牛市的全部。 我的两个观]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511552421154) - 本地资源：[[assets/images/260603_0802_陈果： 我认为这轮信心重估牛的灵魂：中国不是下一个日本，中国是G2之一，且综合实力将超过美国。中国A__4848581812851828.jpg|4848581812851828]] ![[assets/images/260603_0802_陈果： 我认为这轮信心重估牛的灵魂：中国不是下一个日本，中国是G2之一，且综合实力将超过美国。中国A__4848581812851828.jpg|1200]] ## 132. 2858281814821551 - 所属主题：[[topics/506|#炼化]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288225211422) - 本地资源：[[assets/images/260603_0801__炼化__2858281814821551.jpg|2858281814821551]] ![[assets/images/260603_0801__炼化__2858281814821551.jpg|1200]] ## 133. 8858281814824152 - 所属主题：[[topics/508|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511552588184) - 本地资源：[[assets/images/260603_0801__SpaceX__8858281814824152.jpg|8858281814824152]] ![[assets/images/260603_0801__SpaceX__8858281814824152.jpg|1200]] ## 134. 1525458581541112 - 所属主题：[[topics/509|#英特尔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588554511418) - 本地资源：[[assets/images/260603_0801__英特尔__1525458581541112.jpg|1525458581541112]] ![[assets/images/260603_0801__英特尔__1525458581541112.jpg|1200]] ## 135. 2858281814824481 - 所属主题：[[topics/510|#Marvell]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522511552584484) - 本地资源：[[assets/images/260603_0801__Marvell__2858281814824481.jpg|2858281814824481]] ![[assets/images/260603_0801__Marvell__2858281814824481.jpg|1200]] ## 136. 8858281814824212 - 所属主题：[[topics/511|错过了商络电子，不要错过深圳华强！ 华强全资子公司湘海电子，是村田官方认定的全球最大授权分销商，授权分销村田全系列被动元器件，包括MLCC、硅电容、电感、电阻、]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588554512528) - 本地资源：[[assets/images/260603_0800_错过了商络电子，不要错过深圳华强！ 华强全资子公司湘海电子，是村田官方认定的全球最大授权分销商，授权__8858281814824212.jpg|8858281814824212]] ![[assets/images/260603_0800_错过了商络电子，不要错过深圳华强！ 华强全资子公司湘海电子，是村田官方认定的全球最大授权分销商，授权__8858281814824212.jpg|1200]] ## 137. 5121518184154544 - 所属主题：[[topics/513|【山西停产复产统计】根据中国煤炭资源网最新调研结果显示，山西多地验收工作继续推进，煤矿陆续复产，产地复产进度整体快于上周，尤其晋中地区验收复产明显加快，不过目前]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288225212841) - 本地资源：[[assets/images/260603_0800_【山西停产复产统计】根据中国煤炭资源网最新调研结果显示，山西多地验收工作继续推进，煤矿陆续复产，产地__5121518184154544.jpg|5121518184154544]] ![[assets/images/260603_0800_【山西停产复产统计】根据中国煤炭资源网最新调研结果显示，山西多地验收工作继续推进，煤矿陆续复产，产地__5121518184154544.jpg|1200]]