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星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454124255452) - 本地资源：[[assets/images/260605_1440__机器人__5121518852258224.jpg|5121518852258224]] ![[assets/images/260605_1440__机器人__5121518852258224.jpg|1200]] ## 008. 8858281125524442 - 所属主题：[[topics/129|#机器人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282452551252) - 本地资源：[[assets/images/260605_1439__机器人__8858281125524442.jpg|8858281125524442]] ![[assets/images/260605_1439__机器人__8858281125524442.jpg|1200]] ## 009. 8858281125522422 - 所属主题：[[topics/130|#阿拉丁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282452551521) - 本地资源：[[assets/images/260605_1439__阿拉丁__8858281125522422.jpg|8858281125522422]] ![[assets/images/260605_1439__阿拉丁__8858281125522422.jpg|1200]] ## 010. 2858281125522821 - 所属主题：[[topics/131|【天风电子】全球AI产业链最新季度收入统计：存储最快，上游斜率加速，电源管理潜力大]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454125812282) - 本地资源：[[assets/images/260605_1438_【天风电子】全球AI产业链最新季度收入统计：存储最快，上游斜率加速，电源管理潜力大__2858281125522821.jpg|2858281125522821]] ![[assets/images/260605_1438_【天风电子】全球AI产业链最新季度收入统计：存储最快，上游斜率加速，电源管理潜力大__2858281125522821.jpg|1200]] ## 011. 8858281181151582 - 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星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515588511284) - 本地资源：[[assets/images/260605_1401__SpaceX__1525458858822452.jpg|1525458858822452]] ![[assets/images/260605_1401__SpaceX__1525458858822452.jpg|1200]] ## 022. 4848581181144488 - 所属主题：[[topics/143|#基板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282211254882) - 本地资源：[[assets/images/260605_1359__基板__4848581181144488.jpg|4848581181144488]] ![[assets/images/260605_1359__基板__4848581181144488.jpg|1200]] ## 023. 4848581181211118 - 所属主题：[[topics/144|#三环集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515588525144) - 本地资源：[[assets/images/260605_1359__三环集团__4848581181211118.jpg|4848581181211118]] ![[assets/images/260605_1359__三环集团__4848581181211118.jpg|1200]] ## 024. 4848581181258548 - 所属主题：[[topics/145|#艾迪精密]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282211824582) - 本地资源：[[assets/images/260605_1359__艾迪精密__4848581181258548.jpg|4848581181258548]] ![[assets/images/260605_1359__艾迪精密__4848581181258548.jpg|1200]] ## 025. 4848581181258888 - 所属主题：[[topics/146|#兴证 #航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454488544822) - 本地资源：[[assets/images/260605_1358__兴证 _航天航空__4848581181258888.jpg|4848581181258888]] ![[assets/images/260605_1358__兴证 _航天航空__4848581181258888.jpg|1200]] ## 026. 4848581181258428 - 所属主题：[[topics/147|#航运]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454488544412) - 本地资源：[[assets/images/260605_1358__航运__4848581181258428.jpg|4848581181258428]] ![[assets/images/260605_1358__航运__4848581181258428.jpg|1200]] ## 027. 5121518818451224 - 所属主题：[[topics/148|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454488544552) - 本地资源：[[assets/images/260605_1358__存储__5121518818451224.jpg|5121518818451224]] ![[assets/images/260605_1358__存储__5121518818451224.jpg|1200]] ## 028. 1525458858142112 - 所属主题：[[topics/149|#追觅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515588152584) - 本地资源：[[assets/images/260605_1357__追觅__1525458858142112.jpg|1525458858142112]] ![[assets/images/260605_1357__追觅__1525458858142112.jpg|1200]] ## 029. 8858281181481852 - 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所属主题：[[topics/156|#货币]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282211882441) - 本地资源：[[assets/images/260605_1355__货币__1525458858151822.jpg|1525458858151822]] ![[assets/images/260605_1355__货币__1525458858151822.jpg|1200]] ## 034. 5121518818414584 - 所属主题：[[topics/157|#光伏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585511888248) - 本地资源：[[assets/images/260605_1355__光伏__5121518818414584.jpg|5121518818414584]] ![[assets/images/260605_1355__光伏__5121518818414584.jpg|1200]] ## 035. 1525458858151442 - 所属主题：[[topics/158|#机器人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454488555422) - 本地资源：[[assets/images/260605_1355__机器人__1525458858151442.jpg|1525458858151442]] ![[assets/images/260605_1355__机器人__1525458858151442.jpg|1200]] ## 036. 2858281188228441 - 所属主题：[[topics/261|#苹果 #折叠屏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515544514524) - 本地资源：[[assets/images/260605_1041__苹果 _折叠屏__2858281188228441.jpg|2858281188228441]] ![[assets/images/260605_1041__苹果 _折叠屏__2858281188228441.jpg|1200]] ## 037. 1525458855445552 - 所属主题：[[topics/264|#武汉]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515544512814) - 本地资源：[[assets/images/260605_1040__武汉__1525458855445552.jpg|1525458855445552]] ![[assets/images/260605_1040__武汉__1525458855445552.jpg|1200]] ## 038. 5121518811551254 - 所属主题：[[topics/265|#财通 #逆回购]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585522541228) - 本地资源：[[assets/images/260605_1040__财通 _逆回购__5121518811551254.jpg|5121518811551254]] ![[assets/images/260605_1040__财通 _逆回购__5121518811551254.jpg|1200]] ## 039. 8858281188252412 - 所属主题：[[topics/267|#铭普光磁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282244542521) - 本地资源：[[assets/images/260605_1029__铭普光磁__8858281188252412.jpg|8858281188252412]] ![[assets/images/260605_1029__铭普光磁__8858281188252412.jpg|1200]] ## 040. 2858281188258441 - 所属主题：[[topics/268|#安信 #氧化镝 #中船特气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282244548182) - 本地资源：[[assets/images/260605_1029__安信 _氧化镝 _中船特气__2858281188258441.jpg|2858281188258441]] ![[assets/images/260605_1029__安信 _氧化镝 _中船特气__2858281188258441.jpg|1200]] ## 041. 1525458855282522 - 所属主题：[[topics/283|#博硕科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282245151522) - 本地资源：[[assets/images/260605_1006__博硕科技__1525458855282522.jpg|1525458855282522]] ![[assets/images/260605_1006__博硕科技__1525458855282522.jpg|1200]] ## 042. 4848581188428588 - 所属主题：[[topics/286|#中朝关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282245441111) - 本地资源：[[assets/images/260605_1002__中朝关系__4848581188428588.jpg|4848581188428588]] ![[assets/images/260605_1002__中朝关系__4848581188428588.jpg|1200]] ## 043. 8858281188548822 - 所属主题：[[topics/287|#精测电子]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585524288288) - 本地资源：[[assets/images/260605_1002__精测电子__8858281188548822.jpg|8858281188548822]] ![[assets/images/260605_1002__精测电子__8858281188548822.jpg|1200]] ## 044. 4848581188428848 - 所属主题：[[topics/288|#精测电子]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515542411514) - 本地资源：[[assets/images/260605_1002__精测电子__4848581188428848.jpg|4848581188428848]] ![[assets/images/260605_1002__精测电子__4848581188428848.jpg|1200]] ## 045. 5121518811241284 - 所属主题：[[topics/289|#苹果 #折叠屏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585524288858) - 本地资源：[[assets/images/260605_1002__苹果 _折叠屏__5121518811241284.jpg|5121518811241284]] ![[assets/images/260605_1002__苹果 _折叠屏__5121518811241284.jpg|1200]] ## 046. 5121518811241254 - 所属主题：[[topics/290|#融资 #芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515542411214) - 本地资源：[[assets/images/260605_1002__融资 _芯片__5121518811241254.jpg|5121518811241254]] ![[assets/images/260605_1002__融资 _芯片__5121518811241254.jpg|1200]] ## 047. 4848581188424118 - 所属主题：[[topics/291|#东财 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515542412414) - 本地资源：[[assets/images/260605_1001__东财 _策略__4848581188424118.jpg|4848581188424118]] ![[assets/images/260605_1001__东财 _策略__4848581188424118.jpg|1200]] ## 048. 2858281188552411 - 所属主题：[[topics/292|#合肥]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454412128122) - 本地资源：[[assets/images/260605_1001__合肥__2858281188552411.jpg|2858281188552411]] ![[assets/images/260605_1001__合肥__2858281188552411.jpg|1200]] ## 049. 8858281188552542 - 所属主题：[[topics/296|#摩根士丹利 #美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515542421414) - 本地资源：[[assets/images/260605_1000__摩根士丹利 _美联储__8858281188552542.jpg|8858281188552542]] ![[assets/images/260605_1000__摩根士丹利 _美联储__8858281188552542.jpg|1200]] ## 050. 2858281188552551 - 所属主题：[[topics/297|#电力 #美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585524244588) - 本地资源：[[assets/images/260605_1000__电力 _美国__2858281188552551.jpg|2858281188552551]] ![[assets/images/260605_1000__电力 _美国__2858281188552551.jpg|1200]] ## 051. 5121518812852184 - 所属主题：[[topics/309|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515558812884) - 本地资源：[[assets/images/260605_0935__ETF__5121518812852184.jpg|5121518812852184]] ![[assets/images/260605_0935__ETF__5121518812852184.jpg|1200]] ## 052. 8858281185181512 - 所属主题：[[topics/310|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585551142528) - 本地资源：[[assets/images/260605_0934__小光__8858281185181512.jpg|8858281185181512]] ![[assets/images/260605_0934__小光__8858281185181512.jpg|1200]] ## 053. 2858281185485881 - 所属主题：[[topics/330|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515558218414) - 本地资源：[[assets/images/260605_0916__红宝书__2858281185485881.jpg|2858281185485881]] ![[assets/images/260605_0916__红宝书__2858281185485881.jpg|1200]] ## 054. 5121518812412244 - 所属主题：[[topics/333|#谷歌 #TPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282221582142) - 本地资源：[[assets/images/260605_0916__谷歌 _TPU__5121518812412244.jpg|5121518812412244]] ![[assets/images/260605_0916__谷歌 _TPU__5121518812412244.jpg|1200]] ## 055. 5121518812428424 - 所属主题：[[topics/337|【东吴电新*2026年中期上海策略会邀请】 时间：2026年6月9日-11日（周二-周四） 地点：上海浦东文华东方酒店 ———————————— 人形机器人&工]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585551441188) - 本地资源：[[assets/images/260605_0915_【东吴电新 2026年中期上海策略会邀请】 时间：2026年6月9日-11日（周二-周四） 地点：上__5121518812428424.jpg|5121518812428424]] ![[assets/images/260605_0915_【东吴电新 2026年中期上海策略会邀请】 时间：2026年6月9日-11日（周二-周四） 地点：上__5121518812428424.jpg|1200]] ## 056. 8858281185285842 - 所属主题：[[topics/348|#财通 #立昂微]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282228184451) - 本地资源：[[assets/images/260605_0902__财通 _立昂微__8858281185285842.jpg|8858281185285842]] ![[assets/images/260605_0902__财通 _立昂微__8858281185285842.jpg|1200]] ## 057. 8858281185285582 - 所属主题：[[topics/351|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585558188588) - 本地资源：[[assets/images/260605_0902__半导体__8858281185285582.jpg|8858281185285582]] ![[assets/images/260605_0902__半导体__8858281185285582.jpg|1200]] ## 058. 2858281185251581 - 所属主题：[[topics/353|坞价持续上涨 持续关注 厦门钨业 中钨高新 翔鹭钨业 章源钨业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282228185412) - 本地资源：[[assets/images/260605_0902_坞价持续上涨 持续关注 厦门钨业 中钨高新 翔鹭钨业 章源钨业__2858281185251581.jpg|2858281185251581]] ![[assets/images/260605_0902_坞价持续上涨 持续关注 厦门钨业 中钨高新 翔鹭钨业 章源钨业__2858281185251581.jpg|1200]] ## 059. 5121518824411844 - 所属主题：[[topics/362|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515551251524) - 本地资源：[[assets/images/260605_0845__九点特供__5121518824411844.jpg|5121518824411844]] ![[assets/images/260605_0845__九点特供__5121518824411844.jpg|1200]] ## 060. 5121518824411824 - 所属主题：[[topics/363|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515551252154) - 本地资源：[[assets/images/260605_0845__电报解读__5121518824411824.jpg|5121518824411824]] ![[assets/images/260605_0845__电报解读__5121518824411824.jpg|1200]] ## 061. 1525458821155822 - 所属主题：[[topics/364|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585558454488) - 本地资源：[[assets/images/260605_0845__研选__1525458821155822.jpg|1525458821155822]] ![[assets/images/260605_0845__研选__1525458821155822.jpg|1200]] ## 062. 5121518824424244 - 所属主题：[[topics/365|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282225122881) - 本地资源：[[assets/images/260605_0841__监管__5121518824424244.jpg|5121518824424244]] ![[assets/images/260605_0841__监管__5121518824424244.jpg|1200]] ## 063. 1525458821581252 - 所属主题：[[topics/418|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282225828182) - 本地资源：[[assets/images/260605_0819__全知道__1525458821581252.jpg|1525458821581252]] ![[assets/images/260605_0819__全知道__1525458821581252.jpg|1200]] ## 064. 1525458821584152 - 所属主题：[[topics/419|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515552151424) - 本地资源：[[assets/images/260605_0819__龙虎榜__1525458821584152.jpg|1525458821584152]] ![[assets/images/260605_0819__龙虎榜__1525458821584152.jpg|1200]] ## 065. 8858281154812242 - 所属主题：[[topics/422|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454442558882) - 本地资源：[[assets/images/260605_0818__MLCC__8858281154812242.jpg|8858281154812242]] ![[assets/images/260605_0818__MLCC__8858281154812242.jpg|1200]] ## 066. 5121518824185554 - 所属主题：[[topics/423|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422454442558822) - 本地资源：[[assets/images/260605_0818__英伟达__5121518824185554.jpg|5121518824185554]] ![[assets/images/260605_0818__英伟达__5121518824185554.jpg|1200]] ## 067. 8858281154812812 - 所属主题：[[topics/426|#6G]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554881858) - 本地资源：[[assets/images/260605_0818__6G__8858281154812812.jpg|8858281154812812]] ![[assets/images/260605_0818__6G__8858281154812812.jpg|1200]] ## 068. 4848581142815858 - 所属主题：[[topics/427|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282225884141) - 本地资源：[[assets/images/260605_0818__监管__4848581142815858.jpg|4848581142815858]] ![[assets/images/260605_0818__监管__4848581142815858.jpg|1200]] ## 069. 8858281154812882 - 所属主题：[[topics/429|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554882148) - 本地资源：[[assets/images/260605_0817__市场__8858281154812882.jpg|8858281154812882]] ![[assets/images/260605_0817__市场__8858281154812882.jpg|1200]] ## 070. 2858281154818111 - 所属主题：[[topics/430|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554882218) - 本地资源：[[assets/images/260605_0817__美国__2858281154818111.jpg|2858281154818111]] ![[assets/images/260605_0817__美国__2858281154818111.jpg|1200]] ## 071. 2858281154812551 - 所属主题：[[topics/430|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554882218) - 本地资源：[[assets/images/260605_0817__美国__2858281154812551.jpg|2858281154812551]] ![[assets/images/260605_0817__美国__2858281154812551.jpg|1200]] ## 072. 4848581142815428 - 所属主题：[[topics/430|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554882218) - 本地资源：[[assets/images/260605_0817__美国__4848581142815428.jpg|4848581142815428]] ![[assets/images/260605_0817__美国__4848581142815428.jpg|1200]] ## 073. 2858281154818181 - 所属主题：[[topics/432|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282225882881) - 本地资源：[[assets/images/260605_0817__美国__2858281154818181.jpg|2858281154818181]] ![[assets/images/260605_0817__美国__2858281154818181.jpg|1200]] ## 074. 4848581142818448 - 所属主题：[[topics/434|#煤炭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515552111884) - 本地资源：[[assets/images/260605_0817__煤炭__4848581142818448.jpg|4848581142818448]] ![[assets/images/260605_0817__煤炭__4848581142818448.jpg|1200]] ## 075. 1525458821582882 - 所属主题：[[topics/436|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282225888441) - 本地资源：[[assets/images/260605_0817__中美关系__1525458821582882.jpg|1525458821582882]] ![[assets/images/260605_0817__中美关系__1525458821582882.jpg|1200]] ## 076. 1525458821582852 - 所属主题：[[topics/438|#Lululemon]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554422518) - 本地资源：[[assets/images/260605_0816__Lululemon__1525458821582852.jpg|1525458821582852]] ![[assets/images/260605_0816__Lululemon__1525458821582852.jpg|1200]] ## 077. 1525458821582182 - 所属主题：[[topics/440|#SpaceX #IPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554422828) - 本地资源：[[assets/images/260605_0816__SpaceX _IPO__1525458821582182.jpg|1525458821582182]] ![[assets/images/260605_0816__SpaceX _IPO__1525458821582182.jpg|1200]] ## 078. 1525458821582122 - 所属主题：[[topics/442|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515552244244) - 本地资源：[[assets/images/260605_0816__彭博新闻 _市场__1525458821582122.jpg|1525458821582122]] ![[assets/images/260605_0816__彭博新闻 _市场__1525458821582122.jpg|1200]] ## 079. 8858281154815222 - 所属主题：[[topics/443|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554425128) - 本地资源：[[assets/images/260605_0816__美国__8858281154815222.jpg|8858281154815222]] ![[assets/images/260605_0816__美国__8858281154815222.jpg|1200]] ## 080. 1525458821582442 - 所属主题：[[topics/445|#韩股 #]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282225542411) - 本地资源：[[assets/images/260605_0816__韩股 ___1525458821582442.jpg|1525458821582442]] ![[assets/images/260605_0816__韩股 ___1525458821582442.jpg|1200]] ## 081. 1525458821582452 - 所属主题：[[topics/446|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544585554425288) - 本地资源：[[assets/images/260605_0816__SpaceX__1525458821582452.jpg|1525458821582452]] ![[assets/images/260605_0816__SpaceX__1525458821582452.jpg|1200]] ## 082. 8858281154815842 - 所属主题：[[topics/447|#液冷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282225542252) - 本地资源：[[assets/images/260605_0815__液冷__8858281154815842.jpg|8858281154815842]] ![[assets/images/260605_0815__液冷__8858281154815842.jpg|1200]] ## 083. 1525458821511422 - 所属主题：[[topics/454|SemiAnalysis 报告指出，英伟达(NVDA)正将RubinNVL72 的 SOCAMM DRAM 每机架容量从 55TB 降至28TB，预计大多数 R]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282225524112) - 本地资源：[[assets/images/260605_0814_SemiAnalysis 报告指出，英伟达(NVDA)正将RubinNVL72 的 SOCAMM D__1525458821511422.jpg|1525458821511422]] ![[assets/images/260605_0814_SemiAnalysis 报告指出，英伟达(NVDA)正将RubinNVL72 的 SOCAMM D__1525458821511422.jpg|1200]] ## 084. 4848581142822518 - 所属主题：[[topics/454|SemiAnalysis 报告指出，英伟达(NVDA)正将RubinNVL72 的 SOCAMM DRAM 每机架容量从 55TB 降至28TB，预计大多数 R]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255282225524112) - 本地资源：[[assets/images/260605_0814_SemiAnalysis 报告指出，英伟达(NVDA)正将RubinNVL72 的 SOCAMM D__4848581142822518.jpg|4848581142822518]] ![[assets/images/260605_0814_SemiAnalysis 报告指出，英伟达(NVDA)正将RubinNVL72 的 SOCAMM D__4848581142822518.jpg|1200]] ## 085. 4848581142825128 - 所属主题：[[topics/459|#东北 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515552255154) - 本地资源：[[assets/images/260605_0813__东北 _存储__4848581142825128.jpg|4848581142825128]] ![[assets/images/260605_0813__东北 _存储__4848581142825128.jpg|1200]] ## 086. 1525458821514822 - 所属主题：[[topics/462|#CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522515552251444) - 本地资源：[[assets/images/260605_0812__CPO__1525458821514822.jpg|1525458821514822]] ![[assets/images/260605_0812__CPO__1525458821514822.jpg|1200]] ## 087. 5121518824141444 - 所属主题：[[topics/466|tw传来的信息： NVL576 npo方案是基于8个nvl72rack扩展，每个rack采用对称的9+9compute tray布局，中部配置18个expand]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255282225525881) - 本地资源：[[assets/images/260605_0812_tw传来的信息： NVL576 npo方案是基于8个nvl72rack扩展，每个rack采用对称的9__5121518824141444.jpg|5121518824141444]] ![[assets/images/260605_0812_tw传来的信息： NVL576 npo方案是基于8个nvl72rack扩展，每个rack采用对称的9__5121518824141444.jpg|1200]]