---
date: 2026-06-04
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-06-04 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. 5121518821111544

- 所属主题：[[topics/032|#电报解读 #物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515525521854)
- 本地资源：[[assets/images/260604_2220__电报解读 _物理AI__5121518821111544.jpg|5121518821111544]]

![[assets/images/260604_2220__电报解读 _物理AI__5121518821111544.jpg|1200]]

## 002. 2858281158851881

- 所属主题：[[topics/034|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454424425182)
- 本地资源：[[assets/images/260604_2220__龙虎榜__2858281158851881.jpg|2858281158851881]]

![[assets/images/260604_2220__龙虎榜__2858281158851881.jpg|1200]]

## 003. 1525458825555542

- 所属主题：[[topics/036|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282252258221)
- 本地资源：[[assets/images/260604_2220__早知道__1525458825555542.jpg|1525458825555542]]

![[assets/images/260604_2220__早知道__1525458825555542.jpg|1200]]

## 004. 5121518821112444

- 所属主题：[[topics/040|#机构调研 #斯迪克]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282252255441)
- 本地资源：[[assets/images/260604_2219__机构调研 _斯迪克__5121518821112444.jpg|5121518821112444]]

![[assets/images/260604_2219__机构调研 _斯迪克__5121518821112444.jpg|1200]]

## 005. 4848581148842118

- 所属主题：[[topics/046|#电报解读 #6G]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454424542552)
- 本地资源：[[assets/images/260604_2218__电报解读 _6G__4848581148842118.jpg|4848581148842118]]

![[assets/images/260604_2218__电报解读 _6G__4848581148842118.jpg|1200]]

## 006. 1525458825521852

- 所属主题：[[topics/048|#长江 #CPO #NPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454424558182)
- 本地资源：[[assets/images/260604_2217__长江 _CPO _NPO__1525458825521852.jpg|1525458825521852]]

![[assets/images/260604_2217__长江 _CPO _NPO__1525458825521852.jpg|1200]]

## 007. 8858281158854452

- 所属主题：[[topics/050|#关税]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585545882558)
- 本地资源：[[assets/images/260604_2217__关税__8858281158854452.jpg|8858281158854452]]

![[assets/images/260604_2217__关税__8858281158854452.jpg|1200]]

## 008. 4848581148845548

- 所属主题：[[topics/055|#沪深港通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585545888548)
- 本地资源：[[assets/images/260604_2216__沪深港通__4848581148845548.jpg|4848581148845548]]

![[assets/images/260604_2216__沪深港通__4848581148845548.jpg|1200]]

## 009. 1525458825524512

- 所属主题：[[topics/056|超聚变IPO进展，已问询]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454424555282)
- 本地资源：[[assets/images/260604_2216_超聚变IPO进展，已问询__1525458825524512.jpg|1525458825524512]]

![[assets/images/260604_2216_超聚变IPO进展，已问询__1525458825524512.jpg|1200]]

## 010. 8858281158852512

- 所属主题：[[topics/059|【兴证策略】今年市场轮动和分化如何？ 我们通过各一级行业近5日涨跌幅排名变化的绝对值加总，构建行业轮动强度指标，以定量刻画行业轮动的速度。并通过计算各一级行业近]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282252885412)
- 本地资源：[[assets/images/260604_2216_【兴证策略】今年市场轮动和分化如何？ 我们通过各一级行业近5日涨跌幅排名变化的绝对值加总，构建行业轮__8858281158852512.jpg|8858281158852512]]

![[assets/images/260604_2216_【兴证策略】今年市场轮动和分化如何？ 我们通过各一级行业近5日涨跌幅排名变化的绝对值加总，构建行业轮__8858281158852512.jpg|1200]]

## 011. 2858281158852581

- 所属主题：[[topics/061|❗️【天风电新】测试电源（4）：AI测试电源大功率趋势下，国产企业有望弯道超车，而非跟随-0604 ——————————— 🌟测试电源按照10kw来区分大小功率]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585545884888)
- 本地资源：[[assets/images/260604_2215_❗️【天风电新】测试电源（4）：AI测试电源大功率趋势下，国产企业有望弯道超车，而非跟随-0604__2858281158852581.jpg|2858281158852581]]

![[assets/images/260604_2215_❗️【天风电新】测试电源（4）：AI测试电源大功率趋势下，国产企业有望弯道超车，而非跟随-0604__2858281158852581.jpg|1200]]

## 012. 8858281214228452

- 所属主题：[[topics/086|#津巴布韦 #锂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515184445484)
- 本地资源：[[assets/images/260604_2043__津巴布韦 _锂__8858281214228452.jpg|8858281214228452]]

![[assets/images/260604_2043__津巴布韦 _锂__8858281214228452.jpg|1200]]

## 013. 1525458481445482

- 所属主题：[[topics/087|#基板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515184445414)
- 本地资源：[[assets/images/260604_2043__基板__1525458481445482.jpg|1525458481445482]]

![[assets/images/260604_2043__基板__1525458481445482.jpg|1200]]

## 014. 1525458481442452

- 所属主题：[[topics/088|#AI #日股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282814442852)
- 本地资源：[[assets/images/260604_2042__AI _日股__1525458481442452.jpg|1525458481442452]]

![[assets/images/260604_2042__AI _日股__1525458481442452.jpg|1200]]

## 015. 5121518584514124

- 所属主题：[[topics/089|#半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814211251)
- 本地资源：[[assets/images/260604_2038__半导体__5121518584514124.jpg|5121518584514124]]

![[assets/images/260604_2038__半导体__5121518584514124.jpg|1200]]

## 016. 4848581512582418

- 所属主题：[[topics/090|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581488522)
- 本地资源：[[assets/images/260604_2037__航天航空__4848581512582418.jpg|4848581512582418]]

![[assets/images/260604_2037__航天航空__4848581512582418.jpg|1200]]

## 017. 1525458481454112

- 所属主题：[[topics/091|#海力士 #英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814211581)
- 本地资源：[[assets/images/260604_2037__海力士 _英伟达__1525458481454112.jpg|1525458481454112]]

![[assets/images/260604_2037__海力士 _英伟达__1525458481454112.jpg|1200]]

## 018. 8858281214282442

- 所属主题：[[topics/091|#海力士 #英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814211581)
- 本地资源：[[assets/images/260604_2037__海力士 _英伟达__8858281214282442.jpg|8858281214282442]]

![[assets/images/260604_2037__海力士 _英伟达__8858281214282442.jpg|1200]]

## 019. 8858281214282452

- 所属主题：[[topics/092|【今日投资舆情热点】 1）超级电容：AIDC算力密度跃迁驱动供电架构变革，超级电容成为结构性必需品。 2）燃气轮机：机构称，测算数据中心所需燃气轮机产量缺口将从]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581481122)
- 本地资源：[[assets/images/260604_2037_【今日投资舆情热点】 1）超级电容：AIDC算力密度跃迁驱动供电架构变革，超级电容成为结构性必需品。__8858281214282452.jpg|8858281214282452]]

![[assets/images/260604_2037_【今日投资舆情热点】 1）超级电容：AIDC算力密度跃迁驱动供电架构变革，超级电容成为结构性必需品。__8858281214282452.jpg|1200]]

## 020. 1525458481454442

- 所属主题：[[topics/093|【英伟达官宣推出全球首款完全开放的全模态物理AI模型NVIDIA Cosmos 3】在2026中国台北GTC大会上，英伟达正式官宣重磅产品——NVIDIA Co]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282814212242)
- 本地资源：[[assets/images/260604_2036_【英伟达官宣推出全球首款完全开放的全模态物理AI模型NVIDIA Cosmos 3】在2026中国台__1525458481454442.jpg|1525458481454442]]

![[assets/images/260604_2036_【英伟达官宣推出全球首款完全开放的全模态物理AI模型NVIDIA Cosmos 3】在2026中国台__1525458481454442.jpg|1200]]

## 021. 1525458481454582

- 所属主题：[[topics/094|#连接器]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814212811)
- 本地资源：[[assets/images/260604_2036__连接器__1525458481454582.jpg|1525458481454582]]

![[assets/images/260604_2036__连接器__1525458481454582.jpg|1200]]

## 022. 8858281214282842

- 所属主题：[[topics/095|#香江控股 #南山控股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581484542)
- 本地资源：[[assets/images/260604_2036__香江控股 _南山控股__8858281214282842.jpg|8858281214282842]]

![[assets/images/260604_2036__香江控股 _南山控股__8858281214282842.jpg|1200]]

## 023. 2858281214282881

- 所属主题：[[topics/096|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515184585284)
- 本地资源：[[assets/images/260604_2036__AI__2858281214282881.jpg|2858281214282881]]

![[assets/images/260604_2036__AI__2858281214282881.jpg|1200]]

## 024. 8858281214282882

- 所属主题：[[topics/097|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581484212)
- 本地资源：[[assets/images/260604_2035__伊朗__8858281214282882.jpg|8858281214282882]]

![[assets/images/260604_2035__伊朗__8858281214282882.jpg|1200]]

## 025. 2858281214288841

- 所属主题：[[topics/098|#中际旭创]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282814218122)
- 本地资源：[[assets/images/260604_2035__中际旭创__2858281214288841.jpg|2858281214288841]]

![[assets/images/260604_2035__中际旭创__2858281214288841.jpg|1200]]

## 026. 8858281214258842

- 所属主题：[[topics/099|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581415482)
- 本地资源：[[assets/images/260604_2031__市场__8858281214258842.jpg|8858281214258842]]

![[assets/images/260604_2031__市场__8858281214258842.jpg|1200]]

## 027. 8858281214254812

- 所属主题：[[topics/099|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581415482)
- 本地资源：[[assets/images/260604_2031__市场__8858281214254812.jpg|8858281214254812]]

![[assets/images/260604_2031__市场__8858281214254812.jpg|1200]]

## 028. 2858281214254811

- 所属主题：[[topics/099|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581415482)
- 本地资源：[[assets/images/260604_2031__市场__2858281214254811.jpg|2858281214254811]]

![[assets/images/260604_2031__市场__2858281214254811.jpg|1200]]

## 029. 4848581512542818

- 所属主题：[[topics/100|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814248251)
- 本地资源：[[assets/images/260604_2030__英伟达__4848581512542818.jpg|4848581512542818]]

![[assets/images/260604_2030__英伟达__4848581512542818.jpg|1200]]

## 030. 8858281214254542

- 所属主题：[[topics/101|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282814245442)
- 本地资源：[[assets/images/260604_2030__美国__8858281214254542.jpg|8858281214254542]]

![[assets/images/260604_2030__美国__8858281214254542.jpg|1200]]

## 031. 2858281214252521

- 所属主题：[[topics/102|#中欧关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814221281)
- 本地资源：[[assets/images/260604_2029__中欧关系__2858281214252521.jpg|2858281214252521]]

![[assets/images/260604_2029__中欧关系__2858281214252521.jpg|1200]]

## 032. 1525458481425452

- 所属主题：[[topics/103|#工业气体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814224481)
- 本地资源：[[assets/images/260604_2028__工业气体__1525458481425452.jpg|1525458481425452]]

![[assets/images/260604_2028__工业气体__1525458481425452.jpg|1200]]

## 033. 5121518584521144

- 所属主题：[[topics/104|#沃尔德]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814224281)
- 本地资源：[[assets/images/260604_2028__沃尔德__5121518584521144.jpg|5121518584521144]]

![[assets/images/260604_2028__沃尔德__5121518584521144.jpg|1200]]

## 034. 2858281214258851

- 所属主题：[[topics/105|1.日内行情调整为主，科技收盘来看，保持局部走强（CPO/PCB等），午后，300etf/50etf仍有压制；红利方向（煤炭/油气）冲高回落，市场整体偏弱。 2]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585812552858)
- 本地资源：[[assets/images/260604_2027_1.日内行情调整为主，科技收盘来看，保持局部走强（CPO PCB等），午后，300etf 50etf__2858281214258851.jpg|2858281214258851]]

![[assets/images/260604_2027_1.日内行情调整为主，科技收盘来看，保持局部走强（CPO PCB等），午后，300etf 50etf__2858281214258851.jpg|1200]]

## 035. 8858281214258882

- 所属主题：[[topics/105|1.日内行情调整为主，科技收盘来看，保持局部走强（CPO/PCB等），午后，300etf/50etf仍有压制；红利方向（煤炭/油气）冲高回落，市场整体偏弱。 2]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585812552858)
- 本地资源：[[assets/images/260604_2027_1.日内行情调整为主，科技收盘来看，保持局部走强（CPO PCB等），午后，300etf 50etf__8858281214258882.jpg|8858281214258882]]

![[assets/images/260604_2027_1.日内行情调整为主，科技收盘来看，保持局部走强（CPO PCB等），午后，300etf 50etf__8858281214258882.jpg|1200]]

## 036. 1525458481425242

- 所属主题：[[topics/106|#中银 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581444252)
- 本地资源：[[assets/images/260604_2027__中银 _策略__1525458481425242.jpg|1525458481425242]]

![[assets/images/260604_2027__中银 _策略__1525458481425242.jpg|1200]]

## 037. 5121518584188844

- 所属主题：[[topics/107|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282814228221)
- 本地资源：[[assets/images/260604_2026__SpaceX__5121518584188844.jpg|5121518584188844]]

![[assets/images/260604_2026__SpaceX__5121518584188844.jpg|1200]]

## 038. 8858281214811422

- 所属主题：[[topics/108|东北计算机前瞻推荐的标的们在产业演绎中持续深化，关注我们日常的持续跟踪东北计算机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454581445542)
- 本地资源：[[assets/images/260604_2025_东北计算机前瞻推荐的标的们在产业演绎中持续深化，关注我们日常的持续跟踪东北计算机__8858281214811422.jpg|8858281214811422]]

![[assets/images/260604_2025_东北计算机前瞻推荐的标的们在产业演绎中持续深化，关注我们日常的持续跟踪东北计算机__8858281214811422.jpg|1200]]

## 039. 1525458481528512

- 所属主题：[[topics/109|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282814882182)
- 本地资源：[[assets/images/260604_2013__AI__1525458481528512.jpg|1525458481528512]]

![[assets/images/260604_2013__AI__1525458481528512.jpg|1200]]

## 040. 2858281241555211

- 所属主题：[[topics/178|#国金 #PCB]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282521224151)
- 本地资源：[[assets/images/260604_1428__国金 _PCB__2858281241555211.jpg|2858281241555211]]

![[assets/images/260604_1428__国金 _PCB__2858281241555211.jpg|1200]]

## 041. 1525458418222482

- 所属主题：[[topics/179|#华西 #菲沃泰]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454248444852)
- 本地资源：[[assets/images/260604_1428__华西 _菲沃泰__1525458418222482.jpg|1525458418222482]]

![[assets/images/260604_1428__华西 _菲沃泰__1525458418222482.jpg|1200]]

## 042. 2858281241555281

- 所属主题：[[topics/180|#Rubin]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282521222211)
- 本地资源：[[assets/images/260604_1428__Rubin__2858281241555281.jpg|2858281241555281]]

![[assets/images/260604_1428__Rubin__2858281241555281.jpg|1200]]

## 043. 1525458411881152

- 所属主题：[[topics/181|#星环科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282521284212)
- 本地资源：[[assets/images/260604_1426__星环科技__1525458411881152.jpg|1525458411881152]]

![[assets/images/260604_1426__星环科技__1525458411881152.jpg|1200]]

## 044. 8858281244248252

- 所属主题：[[topics/200|#电容]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454245155452)
- 本地资源：[[assets/images/260604_1337__电容__8858281244248252.jpg|8858281244248252]]

![[assets/images/260604_1337__电容__8858281244248252.jpg|1200]]

## 045. 2858281244245411

- 所属主题：[[topics/207|#迈为股份 #拉普拉斯]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454245124212)
- 本地资源：[[assets/images/260604_1334__迈为股份 _拉普拉斯__2858281244245411.jpg|2858281244245411]]

![[assets/images/260604_1334__迈为股份 _拉普拉斯__2858281244245411.jpg|1200]]

## 046. 1525458411448812

- 所属主题：[[topics/209|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282528458421)
- 本地资源：[[assets/images/260604_1334__台积电__1525458411448812.jpg|1525458411448812]]

![[assets/images/260604_1334__台积电__1525458411448812.jpg|1200]]

## 047. 5121518544558444

- 所属主题：[[topics/210|#天风 #唯特偶]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282528455842)
- 本地资源：[[assets/images/260604_1333__天风 _唯特偶__5121518544558444.jpg|5121518544558444]]

![[assets/images/260604_1333__天风 _唯特偶__5121518544558444.jpg|1200]]

## 048. 5121518545428244

- 所属主题：[[topics/293|920001纬达光电：北交所玻璃基板 公司偏光片是液晶显示面板不可或缺的原材料，目前已经应用于玻璃基板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585485484458)
- 本地资源：[[assets/images/260604_1116_920001纬达光电：北交所玻璃基板 公司偏光片是液晶显示面板不可或缺的原材料，目前已经应用于玻璃基__5121518545428244.jpg|5121518545428244]]

![[assets/images/260604_1116_920001纬达光电：北交所玻璃基板 公司偏光片是液晶显示面板不可或缺的原材料，目前已经应用于玻璃基__5121518545428244.jpg|1200]]

## 049. 1525458414121812

- 所属主题：[[topics/296|玻璃基板实锤用ICP-MS，核心环节，重视 莱伯泰科，晶圆厂也是国内唯一]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515215228824)
- 本地资源：[[assets/images/260604_1116_玻璃基板实锤用ICP-MS，核心环节，重视 莱伯泰科，晶圆厂也是国内唯一__1525458414121812.jpg|1525458414121812]]

![[assets/images/260604_1116_玻璃基板实锤用ICP-MS，核心环节，重视 莱伯泰科，晶圆厂也是国内唯一__1525458414121812.jpg|1200]]

## 050. 4848581525242128

- 所属主题：[[topics/296|玻璃基板实锤用ICP-MS，核心环节，重视 莱伯泰科，晶圆厂也是国内唯一]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515215228824)
- 本地资源：[[assets/images/260604_1116_玻璃基板实锤用ICP-MS，核心环节，重视 莱伯泰科，晶圆厂也是国内唯一__4848581525242128.jpg|4848581525242128]]

![[assets/images/260604_1116_玻璃基板实锤用ICP-MS，核心环节，重视 莱伯泰科，晶圆厂也是国内唯一__4848581525242128.jpg|1200]]

## 051. 1525458414121822

- 所属主题：[[topics/298|道明光学mlcc离型膜量产，对标双星新材新高板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585488128418)
- 本地资源：[[assets/images/260604_1115_道明光学mlcc离型膜量产，对标双星新材新高板__1525458414121822.jpg|1525458414121822]]

![[assets/images/260604_1115_道明光学mlcc离型膜量产，对标双星新材新高板__1525458414121822.jpg|1200]]

## 052. 4848581525242528

- 所属主题：[[topics/300|#MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515211842444)
- 本地资源：[[assets/images/260604_1115__MLCC__4848581525242528.jpg|4848581525242528]]

![[assets/images/260604_1115__MLCC__4848581525242528.jpg|1200]]

## 053. 1525458414121422

- 所属主题：[[topics/301|#财通 #逆回购]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585488124248)
- 本地资源：[[assets/images/260604_1115__财通 _逆回购__1525458414121422.jpg|1525458414121422]]

![[assets/images/260604_1115__财通 _逆回购__1525458414121422.jpg|1200]]

## 054. 4848581525242858

- 所属主题：[[topics/302|#华泰 #ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585488151248)
- 本地资源：[[assets/images/260604_1115__华泰 _ETF__4848581525242858.jpg|4848581525242858]]

![[assets/images/260604_1115__华泰 _ETF__4848581525242858.jpg|1200]]

## 055. 2858281245181241

- 所属主题：[[topics/303|#昆工科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282588451451)
- 本地资源：[[assets/images/260604_1104__昆工科技__2858281245181241.jpg|2858281245181241]]

![[assets/images/260604_1104__昆工科技__2858281245181241.jpg|1200]]

## 056. 8858281245182442

- 所属主题：[[topics/307|#凯恩股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282588211121)
- 本地资源：[[assets/images/260604_1101__凯恩股份__8858281245182442.jpg|8858281245182442]]

![[assets/images/260604_1101__凯恩股份__8858281245182442.jpg|1200]]

## 057. 1525458412121452

- 所属主题：[[topics/314|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454255228252)
- 本地资源：[[assets/images/260604_1041__ETF__1525458412121452.jpg|1525458412121452]]

![[assets/images/260604_1041__ETF__1525458412121452.jpg|1200]]

## 058. 2858281245452881

- 所属主题：[[topics/316|#金明精机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282588552112)
- 本地资源：[[assets/images/260604_1041__金明精机__2858281245452881.jpg|2858281245452881]]

![[assets/images/260604_1041__金明精机__2858281245452881.jpg|1200]]

## 059. 2858281245248521

- 所属主题：[[topics/324|最新，openAI正式宣布进军AI制药行业，关注前期AI制药龙头：鸿博医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282585245242)
- 本地资源：[[assets/images/260604_1025_最新，openAI正式宣布进军AI制药行业，关注前期AI制药龙头：鸿博医药__2858281245248521.jpg|2858281245248521]]

![[assets/images/260604_1025_最新，openAI正式宣布进军AI制药行业，关注前期AI制药龙头：鸿博医药__2858281245248521.jpg|1200]]

## 060. 1525458412415252

- 所属主题：[[topics/325|#基板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282585221111)
- 本地资源：[[assets/images/260604_1025__基板__1525458412415252.jpg|1525458412415252]]

![[assets/images/260604_1025__基板__1525458412415252.jpg|1200]]

## 061. 4848581524528448

- 所属主题：[[topics/327|#TSL机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282585221182)
- 本地资源：[[assets/images/260604_1025__TSL机器人__4848581524528448.jpg|4848581524528448]]

![[assets/images/260604_1025__TSL机器人__4848581524528448.jpg|1200]]

## 062. 8858281245245542

- 所属主题：[[topics/329|#麦格米特]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515212554554)
- 本地资源：[[assets/images/260604_1024__麦格米特__8858281245245542.jpg|8858281245245542]]

![[assets/images/260604_1024__麦格米特__8858281245245542.jpg|1200]]

## 063. 5121518542154554

- 所属主题：[[topics/336|重磅，孙宇晨最新方向，昨晚在X平台提示下一个方向是RWA； 关注RWA前期龙头：元隆雅图 朗新集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515228882854)
- 本地资源：[[assets/images/260604_1005_重磅，孙宇晨最新方向，昨晚在X平台提示下一个方向是RWA； 关注RWA前期龙头：元隆雅图 朗新集团__5121518542154554.jpg|5121518542154554]]

![[assets/images/260604_1005_重磅，孙宇晨最新方向，昨晚在X平台提示下一个方向是RWA； 关注RWA前期龙头：元隆雅图 朗新集团__5121518542154554.jpg|1200]]

## 064. 2858281245824811

- 所属主题：[[topics/337|#东山精密]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282551115812)
- 本地资源：[[assets/images/260604_1005__东山精密__2858281245824811.jpg|2858281245824811]]

![[assets/images/260604_1005__东山精密__2858281245824811.jpg|1200]]

## 065. 5121518542154214

- 所属主题：[[topics/338|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454228814882)
- 本地资源：[[assets/images/260604_1004__小光__5121518542154214.jpg|5121518542154214]]

![[assets/images/260604_1004__小光__5121518542154214.jpg|1200]]

## 066. 5121518542254444

- 所属主题：[[topics/357|#机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282552424882)
- 本地资源：[[assets/images/260604_0947__机器人__5121518542254444.jpg|5121518542254444]]

![[assets/images/260604_0947__机器人__5121518542254444.jpg|1200]]

## 067. 4848581524452288

- 所属主题：[[topics/359|#工业气体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585445252488)
- 本地资源：[[assets/images/260604_0947__工业气体__4848581524452288.jpg|4848581524452288]]

![[assets/images/260604_0947__工业气体__4848581524452288.jpg|1200]]

## 068. 8858281245524222

- 所属主题：[[topics/362|#苹果 #AI眼镜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585445255558)
- 本地资源：[[assets/images/260604_0946__苹果 _AI眼镜__8858281245524222.jpg|8858281245524222]]

![[assets/images/260604_0946__苹果 _AI眼镜__8858281245524222.jpg|1200]]

## 069. 2858281245558281

- 所属主题：[[topics/375|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454224244422)
- 本地资源：[[assets/images/260604_0930__小光__2858281245558281.jpg|2858281245558281]]

![[assets/images/260604_0930__小光__2858281245558281.jpg|1200]]

## 070. 4848581524448458

- 所属主题：[[topics/379|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585445481258)
- 本地资源：[[assets/images/260604_0930__监管__4848581524448458.jpg|4848581524448458]]

![[assets/images/260604_0930__监管__4848581524448458.jpg|1200]]

## 071. 5121518542222884

- 所属主题：[[topics/381|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282552584822)
- 本地资源：[[assets/images/260604_0929__ETF__5121518542222884.jpg|5121518542222884]]

![[assets/images/260604_0929__ETF__5121518542222884.jpg|1200]]

## 072. 1525458412222482

- 所属主题：[[topics/386|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585448128288)
- 本地资源：[[assets/images/260604_0928__ETF__1525458412222482.jpg|1525458412222482]]

![[assets/images/260604_0928__ETF__1525458412222482.jpg|1200]]

## 073. 5121518558888584

- 所属主题：[[topics/389|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515221858124)
- 本地资源：[[assets/images/260604_0928__SpaceX__5121518558888584.jpg|5121518558888584]]

![[assets/images/260604_0928__SpaceX__5121518558888584.jpg|1200]]

## 074. 2858281221412141

- 所属主题：[[topics/427|#京东方]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515221254884)
- 本地资源：[[assets/images/260604_0912__京东方__2858281221412141.jpg|2858281221412141]]

![[assets/images/260604_0912__京东方__2858281221412141.jpg|1200]]

## 075. 4848581551215148

- 所属主题：[[topics/428|#Navitas #电源]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454225241112)
- 本地资源：[[assets/images/260604_0912__Navitas _电源__4848581551215148.jpg|4848581551215148]]

![[assets/images/260604_0912__Navitas _电源__4848581551215148.jpg|1200]]

## 076. 8858281221412482

- 所属主题：[[topics/431|#谷歌]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454225245182)
- 本地资源：[[assets/images/260604_0911__谷歌__8858281221412482.jpg|8858281221412482]]

![[assets/images/260604_0911__谷歌__8858281221412482.jpg|1200]]

## 077. 5121518558555814

- 所属主题：[[topics/464|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588112282828)
- 本地资源：[[assets/images/260604_0848__监管__5121518558555814.jpg|5121518558555814]]

![[assets/images/260604_0848__监管__5121518558555814.jpg|1200]]

## 078. 2858281221222441

- 所属主题：[[topics/466|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588112285428)
- 本地资源：[[assets/images/260604_0848__红宝书__2858281221222441.jpg|2858281221222441]]

![[assets/images/260604_0848__红宝书__2858281221222441.jpg|1200]]

## 079. 4848581551555288

- 所属主题：[[topics/469|#电报解读]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288114488241)
- 本地资源：[[assets/images/260604_0847__电报解读__4848581551555288.jpg|4848581551555288]]

![[assets/images/260604_0847__电报解读__4848581551555288.jpg|1200]]

## 080. 4848581551555248

- 所属主题：[[topics/471|#九点特供]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544588112288888)
- 本地资源：[[assets/images/260604_0847__九点特供__4848581551555248.jpg|4848581551555248]]

![[assets/images/260604_0847__九点特供__4848581551555248.jpg|1200]]

## 081. 1525458448444442

- 所属主题：[[topics/472|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255288114242411)
- 本地资源：[[assets/images/260604_0847__研选__1525458448444442.jpg|1525458448444442]]

![[assets/images/260604_0847__研选__1525458448444442.jpg|1200]]

## 082. 5121518558288254

- 所属主题：[[topics/524|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455884114512)
- 本地资源：[[assets/images/260604_0814__监管__5121518558288254.jpg|5121518558288254]]

![[assets/images/260604_0814__监管__5121518558288254.jpg|1200]]

## 083. 4848581551411458

- 所属主题：[[topics/525|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288112442522)
- 本地资源：[[assets/images/260604_0814__市场__4848581551411458.jpg|4848581551411458]]

![[assets/images/260604_0814__市场__4848581551411458.jpg|1200]]

## 084. 1525458448281882

- 所属主题：[[topics/526|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288112448182)
- 本地资源：[[assets/images/260604_0814__航天航空__1525458448281882.jpg|1525458448281882]]

![[assets/images/260604_0814__航天航空__1525458448281882.jpg|1200]]

## 085. 5121518558284824

- 所属主题：[[topics/527|#G7]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455884112482)
- 本地资源：[[assets/images/260604_0814__G7__5121518558284824.jpg|5121518558284824]]

![[assets/images/260604_0814__G7__5121518558284824.jpg|1200]]

## 086. 2858281221514481

- 所属主题：[[topics/528|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455884112252)
- 本地资源：[[assets/images/260604_0814__美国__2858281221514481.jpg|2858281221514481]]

![[assets/images/260604_0814__美国__2858281221514481.jpg|1200]]

## 087. 1525458448281112

- 所属主题：[[topics/528|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455884112252)
- 本地资源：[[assets/images/260604_0814__美国__1525458448281112.jpg|1525458448281112]]

![[assets/images/260604_0814__美国__1525458448281112.jpg|1200]]

## 088. 5121518558284524

- 所属主题：[[topics/532|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255288112422442)
- 本地资源：[[assets/images/260604_0813__彭博新闻 _市场__5121518558284524.jpg|5121518558284524]]

![[assets/images/260604_0813__彭博新闻 _市场__5121518558284524.jpg|1200]]

## 089. 4848581551412858

- 所属主题：[[topics/534|#彭博新闻 #博通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422455884145582)
- 本地资源：[[assets/images/260604_0812__彭博新闻 _博通__4848581551412858.jpg|4848581551412858]]

![[assets/images/260604_0812__彭博新闻 _博通__4848581551412858.jpg|1200]]
