---
date: 2026-06-09
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-06-09 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. 4848554528482118

- 所属主题：[[topics/028|#AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518288282524)
- 本地资源：[[assets/images/260609_2227__AI基建__4848554528482118.jpg|4848554528482118]]

![[assets/images/260609_2227__AI基建__4848554528482118.jpg|1200]]

## 002. 8858225248584152

- 所属主题：[[topics/029|#全知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581411488118)
- 本地资源：[[assets/images/260609_2227__全知道__8858225248584152.jpg|8858225248584152]]

![[assets/images/260609_2227__全知道__8858225248584152.jpg|1200]]

## 003. 4848554528482218

- 所属主题：[[topics/030|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281511588421)
- 本地资源：[[assets/images/260609_2227__早知道__4848554528482218.jpg|4848554528482218]]

![[assets/images/260609_2227__早知道__4848554528482218.jpg|1200]]

## 004. 4848554524121558

- 所属主题：[[topics/031|#电报解读 #机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518288225184)
- 本地资源：[[assets/images/260609_2225__电报解读 _机器人__4848554524121558.jpg|4848554524121558]]

![[assets/images/260609_2225__电报解读 _机器人__4848554524121558.jpg|1200]]

## 005. 1525442412811852

- 所属主题：[[topics/032|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281511552521)
- 本地资源：[[assets/images/260609_2225__龙虎榜__1525442412811852.jpg|1525442412811852]]

![[assets/images/260609_2225__龙虎榜__1525442412811852.jpg|1200]]

## 006. 5121552542848154

- 所属主题：[[topics/032|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281511552521)
- 本地资源：[[assets/images/260609_2225__龙虎榜__5121552542848154.jpg|5121552542848154]]

![[assets/images/260609_2225__龙虎榜__5121552542848154.jpg|1200]]

## 007. 5121552542844514

- 所属主题：[[topics/033|#机构调研 #鼎通科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458281881822)
- 本地资源：[[assets/images/260609_2223__机构调研 _鼎通科技__5121552542844514.jpg|5121552542844514]]

![[assets/images/260609_2223__机构调研 _鼎通科技__5121552542844514.jpg|1200]]

## 008. 1525442412814252

- 所属主题：[[topics/035|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518284881114)
- 本地资源：[[assets/images/260609_2222__白毛__1525442412814252.jpg|1525442412814252]]

![[assets/images/260609_2222__白毛__1525442412814252.jpg|1200]]

## 009. 4848554524128128

- 所属主题：[[topics/036|#光纤]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518284882814)
- 本地资源：[[assets/images/260609_2222__光纤__4848554524128128.jpg|4848554524128128]]

![[assets/images/260609_2222__光纤__4848554524128128.jpg|1200]]

## 010. 8858225245148242

- 所属主题：[[topics/038|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458281818452)
- 本地资源：[[assets/images/260609_2221__航天航空__8858225245148242.jpg|8858225245148242]]

![[assets/images/260609_2221__航天航空__8858225245148242.jpg|1200]]

## 011. 4848554524128548

- 所属主题：[[topics/040|#摩根大通 #美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281514141512)
- 本地资源：[[assets/images/260609_2221__摩根大通 _美股__4848554524128548.jpg|4848554524128548]]

![[assets/images/260609_2221__摩根大通 _美股__4848554524128548.jpg|1200]]

## 012. 4848554524124548

- 所属主题：[[topics/042|#SOFC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518284844484)
- 本地资源：[[assets/images/260609_2221__SOFC__4848554524124548.jpg|4848554524124548]]

![[assets/images/260609_2221__SOFC__4848554524124548.jpg|1200]]

## 013. 4848554524152858

- 所属主题：[[topics/050|【兴证策略】景气是今年定价的核心 经历过去两年连续拔估值后，A股今年定价的主要矛盾经历了从估值到盈利、从预期到现实的切换。而美伊冲突引发的油价抬升和全球流动性预]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281514124251)
- 本地资源：[[assets/images/260609_2219_【兴证策略】景气是今年定价的核心 经历过去两年连续拔估值后，A股今年定价的主要矛盾经历了从估值到盈利__4848554524152858.jpg|4848554524152858]]

![[assets/images/260609_2219_【兴证策略】景气是今年定价的核心 经历过去两年连续拔估值后，A股今年定价的主要矛盾经历了从估值到盈利__4848554524152858.jpg|1200]]

## 014. 8858225245124522

- 所属主题：[[topics/051|垣信首颗手机直连试验星成功发射 2026年6月9日16时23分，垣信卫星在东风 商业航天（886078） 创新试验区，使用朱雀二号改进型遥六运载火箭，成功发射垣]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281514124512)
- 本地资源：[[assets/images/260609_2218_垣信首颗手机直连试验星成功发射 2026年6月9日16时23分，垣信卫星在东风 商业航天（88607__8858225245124522.jpg|8858225245124522]]

![[assets/images/260609_2218_垣信首颗手机直连试验星成功发射 2026年6月9日16时23分，垣信卫星在东风 商业航天（88607__8858225245124522.jpg|1200]]

## 015. 8858225245122422

- 所属主题：[[topics/053|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458281188582)
- 本地资源：[[assets/images/260609_2218__AI__8858225245122422.jpg|8858225245122422]]

![[assets/images/260609_2218__AI__8858225245122422.jpg|1200]]

## 016. 1525442412844412

- 所属主题：[[topics/054|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458281188242)
- 本地资源：[[assets/images/260609_2218__SpaceX__1525442412844412.jpg|1525442412844412]]

![[assets/images/260609_2218__SpaceX__1525442412844412.jpg|1200]]

## 017. 4848554524154248

- 所属主题：[[topics/060|#沪深港通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281514418222)
- 本地资源：[[assets/images/260609_2216__沪深港通__4848554524154248.jpg|4848554524154248]]

![[assets/images/260609_2216__沪深港通__4848554524154248.jpg|1200]]

## 018. 4848554524154558

- 所属主题：[[topics/062|#申万 #复盘]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281514415812)
- 本地资源：[[assets/images/260609_2216__申万 _复盘__4848554524154558.jpg|4848554524154558]]

![[assets/images/260609_2216__申万 _复盘__4848554524154558.jpg|1200]]

## 019. 4848554551188818

- 所属主题：[[topics/104|#MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458282251812)
- 本地资源：[[assets/images/260609_2051__MLCC__4848554551188818.jpg|4848554551188818]]

![[assets/images/260609_2051__MLCC__4848554551188818.jpg|1200]]

## 020. 5121552558828514

- 所属主题：[[topics/105|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281515585851)
- 本地资源：[[assets/images/260609_2049__Deepseek__5121552558828514.jpg|5121552558828514]]

![[assets/images/260609_2049__Deepseek__5121552558828514.jpg|1200]]

## 021. 2858225221151881

- 所属主题：[[topics/106|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581414441518)
- 本地资源：[[assets/images/260609_2048__白毛__2858225221151881.jpg|2858225221151881]]

![[assets/images/260609_2048__白毛__2858225221151881.jpg|1200]]

## 022. 4848554551142488

- 所属主题：[[topics/107|#AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281515552142)
- 本地资源：[[assets/images/260609_2048__AI基建__4848554551142488.jpg|4848554551142488]]

![[assets/images/260609_2048__AI基建__4848554551142488.jpg|1200]]

## 023. 8858225221154552

- 所属主题：[[topics/108|#东北 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458282224182)
- 本地资源：[[assets/images/260609_2047__东北 _存储__8858225221154552.jpg|8858225221154552]]

![[assets/images/260609_2047__东北 _存储__8858225221154552.jpg|1200]]

## 024. 5121552558825424

- 所属主题：[[topics/109|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281515558541)
- 本地资源：[[assets/images/260609_2046__白毛__5121552558825424.jpg|5121552558825424]]

![[assets/images/260609_2046__白毛__5121552558825424.jpg|1200]]

## 025. 8858225221152242

- 所属主题：[[topics/110|#MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281515555111)
- 本地资源：[[assets/images/260609_2046__MLCC__8858225221152242.jpg|8858225221152242]]

![[assets/images/260609_2046__MLCC__8858225221152242.jpg|1200]]

## 026. 4848554551145558

- 所属主题：[[topics/111|#广发 #食品]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581414444188)
- 本地资源：[[assets/images/260609_2046__广发 _食品__4848554551145558.jpg|4848554551145558]]

![[assets/images/260609_2046__广发 _食品__4848554551145558.jpg|1200]]

## 027. 4848554551144558

- 所属主题：[[topics/112|这个是什么东东？？？ 我咋看不懂了。。。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281515555441)
- 本地资源：[[assets/images/260609_2046_这个是什么东东？？？ 我咋看不懂了。。。__4848554551144558.jpg|4848554551144558]]

![[assets/images/260609_2046_这个是什么东东？？？ 我咋看不懂了。。。__4848554551144558.jpg|1200]]

## 028. 2858225221155581

- 所属主题：[[topics/113|【DB-DZ】服务器液冷板块更新：be-r-n-s-t-e-in发布Ru-b-in拆解报告，散热系统从5.1万美元增至15.8万美元 继大摩之后，be-r-n-]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581421112858)
- 本地资源：[[assets/images/260609_2044_【DB-DZ】服务器液冷板块更新：be-r-n-s-t-e-in发布Ru-b-in拆解报告，散热系统__2858225221155581.jpg|2858225221155581]]

![[assets/images/260609_2044_【DB-DZ】服务器液冷板块更新：be-r-n-s-t-e-in发布Ru-b-in拆解报告，散热系统__2858225221155581.jpg|1200]]

## 029. 8858225221411582

- 所属主题：[[topics/114|白毛谷神提到了JBL，是美国捷普公司 捷普公司唯一合作：新朋谷份，公司的金属及通信零部件业务主要为出口，主要客户为美国捷普公司]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518248885224)
- 本地资源：[[assets/images/260609_2044_白毛谷神提到了JBL，是美国捷普公司 捷普公司唯一合作：新朋谷份，公司的金属及通信零部件业务主要为出__8858225221411582.jpg|8858225221411582]]

![[assets/images/260609_2044_白毛谷神提到了JBL，是美国捷普公司 捷普公司唯一合作：新朋谷份，公司的金属及通信零部件业务主要为出__8858225221411582.jpg|1200]]

## 030. 2858225221411581

- 所属主题：[[topics/114|白毛谷神提到了JBL，是美国捷普公司 捷普公司唯一合作：新朋谷份，公司的金属及通信零部件业务主要为出口，主要客户为美国捷普公司]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518248885224)
- 本地资源：[[assets/images/260609_2044_白毛谷神提到了JBL，是美国捷普公司 捷普公司唯一合作：新朋谷份，公司的金属及通信零部件业务主要为出__2858225221411581.jpg|2858225221411581]]

![[assets/images/260609_2044_白毛谷神提到了JBL，是美国捷普公司 捷普公司唯一合作：新朋谷份，公司的金属及通信零部件业务主要为出__2858225221411581.jpg|1200]]

## 031. 8858225221414212

- 所属主题：[[topics/115|#村田 #MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518248881554)
- 本地资源：[[assets/images/260609_2043__村田 _MLCC__8858225221414212.jpg|8858225221414212]]

![[assets/images/260609_2043__村田 _MLCC__8858225221414212.jpg|1200]]

## 032. 1525442448181252

- 所属主题：[[topics/116|#凯盛科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541182511)
- 本地资源：[[assets/images/260609_2042__凯盛科技__1525442448181252.jpg|1525442448181252]]

![[assets/images/260609_2042__凯盛科技__1525442448181252.jpg|1200]]

## 033. 2858225221418181

- 所属主题：[[topics/117|【今日投资舆情热点】 1）物理AI：英伟达称，将与斗山探讨英伟达的物理AI架构、NVIDIA DSX AI工厂平台、NVIDIA MGX以及加速计算平台如何支持]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581421184558)
- 本地资源：[[assets/images/260609_2041_【今日投资舆情热点】 1）物理AI：英伟达称，将与斗山探讨英伟达的物理AI架构、NVIDIA DSX__2858225221418181.jpg|2858225221418181]]

![[assets/images/260609_2041_【今日投资舆情热点】 1）物理AI：英伟达称，将与斗山探讨英伟达的物理AI架构、NVIDIA DSX__2858225221418181.jpg|1200]]

## 034. 8858225221418242

- 所属主题：[[topics/118|#AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581421184448)
- 本地资源：[[assets/images/260609_2040__AI基建__8858225221418242.jpg|8858225221418242]]

![[assets/images/260609_2040__AI基建__8858225221418242.jpg|1200]]

## 035. 4848554551221458

- 所属主题：[[topics/119|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581421141188)
- 本地资源：[[assets/images/260609_2040__市场__4848554551221458.jpg|4848554551221458]]

![[assets/images/260609_2040__市场__4848554551221458.jpg|1200]]

## 036. 5121552558448254

- 所属主题：[[topics/119|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581421141188)
- 本地资源：[[assets/images/260609_2040__市场__5121552558448254.jpg|5121552558448254]]

![[assets/images/260609_2040__市场__5121552558448254.jpg|1200]]

## 037. 1525442448185442

- 所属主题：[[topics/119|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581421141188)
- 本地资源：[[assets/images/260609_2040__市场__1525442448185442.jpg|1525442448185442]]

![[assets/images/260609_2040__市场__1525442448185442.jpg|1200]]

## 038. 8858225221418842

- 所属主题：[[topics/120|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281541154182)
- 本地资源：[[assets/images/260609_2040__市场__8858225221418842.jpg|8858225221418842]]

![[assets/images/260609_2040__市场__8858225221418842.jpg|1200]]

## 039. 2858225221418851

- 所属主题：[[topics/121|#对位芳纶]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541154421)
- 本地资源：[[assets/images/260609_2040__对位芳纶__2858225221418851.jpg|2858225221418851]]

![[assets/images/260609_2040__对位芳纶__2858225221418851.jpg|1200]]

## 040. 5121552558481244

- 所属主题：[[topics/122|#PPO #树脂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581421142248)
- 本地资源：[[assets/images/260609_2040__PPO _树脂__5121552558481244.jpg|5121552558481244]]

![[assets/images/260609_2040__PPO _树脂__5121552558481244.jpg|1200]]

## 041. 8858225221444112

- 所属主题：[[topics/123|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541414181)
- 本地资源：[[assets/images/260609_2036__市场__8858225221444112.jpg|8858225221444112]]

![[assets/images/260609_2036__市场__8858225221444112.jpg|1200]]

## 042. 4848554551284248

- 所属主题：[[topics/124|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518248485284)
- 本地资源：[[assets/images/260609_2035__美股__4848554551284248.jpg|4848554551284248]]

![[assets/images/260609_2035__美股__4848554551284248.jpg|1200]]

## 043. 1525442448152422

- 所属主题：[[topics/125|#市场 #美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518248485214)
- 本地资源：[[assets/images/260609_2035__市场 _美股__1525442448152422.jpg|1525442448152422]]

![[assets/images/260609_2035__市场 _美股__1525442448152422.jpg|1200]]

## 044. 2858225221485281

- 所属主题：[[topics/125|#市场 #美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518248485214)
- 本地资源：[[assets/images/260609_2035__市场 _美股__2858225221485281.jpg|2858225221485281]]

![[assets/images/260609_2035__市场 _美股__2858225221485281.jpg|1200]]

## 045. 1525442448152542

- 所属主题：[[topics/126|#华为]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281541418152)
- 本地资源：[[assets/images/260609_2035__华为__1525442448152542.jpg|1525442448152542]]

![[assets/images/260609_2035__华为__1525442448152542.jpg|1200]]

## 046. 5121552558412124

- 所属主题：[[topics/127|【半导体硅片行业酝酿新一轮涨价！机构：AI服务器“耗硅量”增近4倍】据经济观察网，半导体硅片行业酝酿新一轮涨价，相关板块及沪硅产业股价受直接催化。机构研报指出，]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281541418482)
- 本地资源：[[assets/images/260609_2035_【半导体硅片行业酝酿新一轮涨价！机构：AI服务器“耗硅量”增近4倍】据经济观察网，半导体硅片行业酝酿__5121552558412124.jpg|5121552558412124]]

![[assets/images/260609_2035_【半导体硅片行业酝酿新一轮涨价！机构：AI服务器“耗硅量”增近4倍】据经济观察网，半导体硅片行业酝酿__5121552558412124.jpg|1200]]

## 047. 2858225221451211

- 所属主题：[[topics/128|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541441441)
- 本地资源：[[assets/images/260609_2033__市场__2858225221451211.jpg|2858225221451211]]

![[assets/images/260609_2033__市场__2858225221451211.jpg|1200]]

## 048. 5121552558428424

- 所属主题：[[topics/128|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541441441)
- 本地资源：[[assets/images/260609_2033__市场__5121552558428424.jpg|5121552558428424]]

![[assets/images/260609_2033__市场__5121552558428424.jpg|1200]]

## 049. 1525442448121512

- 所属主题：[[topics/129|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541442251)
- 本地资源：[[assets/images/260609_2031__白毛__1525442448121512.jpg|1525442448121512]]

![[assets/images/260609_2031__白毛__1525442448121512.jpg|1200]]

## 050. 4848554551511558

- 所属主题：[[topics/130|#AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541218141)
- 本地资源：[[assets/images/260609_2026__AI基建__4848554551511558.jpg|4848554551511558]]

![[assets/images/260609_2026__AI基建__4848554551511558.jpg|1200]]

## 051. 1525442448488122

- 所属主题：[[topics/130|#AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541218141)
- 本地资源：[[assets/images/260609_2026__AI基建__1525442448488122.jpg|1525442448488122]]

![[assets/images/260609_2026__AI基建__1525442448488122.jpg|1200]]

## 052. 4848554551242558

- 所属主题：[[topics/130|#AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541218141)
- 本地资源：[[assets/images/260609_2026__AI基建__4848554551242558.jpg|4848554551242558]]

![[assets/images/260609_2026__AI基建__4848554551242558.jpg|1200]]

## 053. 1525442448488512

- 所属主题：[[topics/131|#美联储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458218482882)
- 本地资源：[[assets/images/260609_2026__美联储__1525442448488512.jpg|1525442448488512]]

![[assets/images/260609_2026__美联储__1525442448488512.jpg|1200]]

## 054. 8858225221211852

- 所属主题：[[topics/132|#进出口]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281541215212)
- 本地资源：[[assets/images/260609_2025__进出口__8858225221211852.jpg|8858225221211852]]

![[assets/images/260609_2025__进出口__8858225221211852.jpg|1200]]

## 055. 8858225221214152

- 所属主题：[[topics/133|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458218418882)
- 本地资源：[[assets/images/260609_2024__白毛__8858225221214152.jpg|8858225221214152]]

![[assets/images/260609_2024__白毛__8858225221214152.jpg|1200]]

## 056. 5121552558585524

- 所属主题：[[topics/134|#东方 #半导体 #硅片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281541244221)
- 本地资源：[[assets/images/260609_2023__东方 _半导体 _硅片__5121552558585524.jpg|5121552558585524]]

![[assets/images/260609_2023__东方 _半导体 _硅片__5121552558585524.jpg|1200]]

## 057. 2858225284821841

- 所属主题：[[topics/209|#东莞 #MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281584442581)
- 本地资源：[[assets/images/260609_1402__东莞 _MLCC__2858225284821841.jpg|2858225284821841]]

![[assets/images/260609_1402__东莞 _MLCC__2858225284821841.jpg|1200]]

## 058. 4848554582851458

- 所属主题：[[topics/210|这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻译过来英诺激光，翻译错了 所以拉错了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281584448852)
- 本地资源：[[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__4848554582851458.jpg|4848554582851458]]

![[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__4848554582851458.jpg|1200]]

## 059. 4848554582851188

- 所属主题：[[topics/210|这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻译过来英诺激光，翻译错了 所以拉错了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281584448852)
- 本地资源：[[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__4848554582851188.jpg|4848554582851188]]

![[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__4848554582851188.jpg|1200]]

## 060. 5121552514158814

- 所属主题：[[topics/210|这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻译过来英诺激光，翻译错了 所以拉错了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281584448852)
- 本地资源：[[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__5121552514158814.jpg|5121552514158814]]

![[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__5121552514158814.jpg|1200]]

## 061. 1525442451512222

- 所属主题：[[topics/210|这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻译过来英诺激光，翻译错了 所以拉错了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281584448852)
- 本地资源：[[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__1525442451512222.jpg|1525442451512222]]

![[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__1525442451512222.jpg|1200]]

## 062. 8858225284848522

- 所属主题：[[topics/210|这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻译过来英诺激光，翻译错了 所以拉错了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281584448852)
- 本地资源：[[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__8858225284848522.jpg|8858225284848522]]

![[assets/images/260609_1402_这个innolight是中际旭创，傻逼量化去拉英诺激光了 中际旭创 – Innolight 有的人翻__8858225284848522.jpg|1200]]

## 063. 8858225284824512

- 所属主题：[[topics/211|关于民士达的反馈更新-0609 近期交流下来市场对于芳纶纸的性能参数指标非常关注，在此做进一步的更新。 1、最核心几个指标，cte（热膨胀系数）、DK（介电常数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518214442124)
- 本地资源：[[assets/images/260609_1402_关于民士达的反馈更新-0609 近期交流下来市场对于芳纶纸的性能参数指标非常关注，在此做进一步的更新__8858225284824512.jpg|8858225284824512]]

![[assets/images/260609_1402_关于民士达的反馈更新-0609 近期交流下来市场对于芳纶纸的性能参数指标非常关注，在此做进一步的更新__8858225284824512.jpg|1200]]

## 064. 5121552514225444

- 所属主题：[[topics/230|亨通光电。长飞光纤。 板 ：亨通光电，长飞光纤 光纤预制棒制作氦气供应供应商 氦气占 光纤预制棒 成本31% -50% AI 用光纤预制棒沉积后烧结需要 2-4]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281582441222)
- 本地资源：[[assets/images/260609_1330_亨通光电。长飞光纤。 板 ：亨通光电，长飞光纤 光纤预制棒制作氦气供应供应商 氦气占 光纤预制棒 成__5121552514225444.jpg|5121552514225444]]

![[assets/images/260609_1330_亨通光电。长飞光纤。 板 ：亨通光电，长飞光纤 光纤预制棒制作氦气供应供应商 氦气占 光纤预制棒 成__5121552514225444.jpg|1200]]

## 065. 1525442451224512

- 所属主题：[[topics/237|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581485228548)
- 本地资源：[[assets/images/260609_1328__龙虎榜__1525442451224512.jpg|1525442451224512]]

![[assets/images/260609_1328__龙虎榜__1525442451224512.jpg|1200]]

## 066. 8858225284552852

- 所属主题：[[topics/238|#风口研报 #鼎通科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518215442524)
- 本地资源：[[assets/images/260609_1328__风口研报 _鼎通科技__8858225284552852.jpg|8858225284552852]]

![[assets/images/260609_1328__风口研报 _鼎通科技__8858225284552852.jpg|1200]]

## 067. 5121552514221154

- 所属主题：[[topics/239|#MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281582421121)
- 本地资源：[[assets/images/260609_1328__MLCC__5121552514221154.jpg|5121552514221154]]

![[assets/images/260609_1328__MLCC__5121552514221154.jpg|1200]]

## 068. 5121552514221284

- 所属主题：[[topics/240|铜峰电子，全球 PP 电容膜龙头 + 国内薄膜电容全产业链龙头，从 “BOPP 基膜→金属化膜→薄膜电容” 全部自己做，国内唯一。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581485251228)
- 本地资源：[[assets/images/260609_1328_铜峰电子，全球 PP 电容膜龙头 + 国内薄膜电容全产业链龙头，从 “BOPP 基膜→金属化膜→薄膜__5121552514221284.jpg|5121552514221284]]

![[assets/images/260609_1328_铜峰电子，全球 PP 电容膜龙头 + 国内薄膜电容全产业链龙头，从 “BOPP 基膜→金属化膜→薄膜__5121552514221284.jpg|1200]]

## 069. 4848554582444118

- 所属主题：[[topics/241|#MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281582424821)
- 本地资源：[[assets/images/260609_1327__MLCC__4848554582444118.jpg|4848554582444118]]

![[assets/images/260609_1327__MLCC__4848554582444118.jpg|1200]]

## 070. 4848554582448488

- 所属主题：[[topics/241|#MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281582424821)
- 本地资源：[[assets/images/260609_1327__MLCC__4848554582448488.jpg|4848554582448488]]

![[assets/images/260609_1327__MLCC__4848554582448488.jpg|1200]]

## 071. 5121552514222484

- 所属主题：[[topics/242|#电感]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281582422411)
- 本地资源：[[assets/images/260609_1327__电感__5121552514222484.jpg|5121552514222484]]

![[assets/images/260609_1327__电感__5121552514222484.jpg|1200]]

## 072. 4848554582444518

- 所属主题：[[topics/243|#拓尔思]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281582422822)
- 本地资源：[[assets/images/260609_1327__拓尔思__4848554582444518.jpg|4848554582444518]]

![[assets/images/260609_1327__拓尔思__4848554582444518.jpg|1200]]

## 073. 5121552515888244

- 所属主题：[[topics/244|#硅片 #硅电容]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281582484122)
- 本地资源：[[assets/images/260609_1325__硅片 _硅电容__5121552515888244.jpg|5121552515888244]]

![[assets/images/260609_1325__硅片 _硅电容__5121552515888244.jpg|1200]]

## 074. 1525442454881442

- 所属主题：[[topics/245|#稀土永磁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518215545584)
- 本地资源：[[assets/images/260609_1324__稀土永磁__1525442454881442.jpg|1525442454881442]]

![[assets/images/260609_1324__稀土永磁__1525442454881442.jpg|1200]]

## 075. 5121552515884184

- 所属主题：[[topics/246|#百度]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281582242842)
- 本地资源：[[assets/images/260609_1323__百度__5121552515884184.jpg|5121552515884184]]

![[assets/images/260609_1323__百度__5121552515884184.jpg|1200]]

## 076. 8858225282114852

- 所属主题：[[topics/247|#江西 #锂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281582248152)
- 本地资源：[[assets/images/260609_1323__江西 _锂__8858225282114852.jpg|8858225282114852]]

![[assets/images/260609_1323__江西 _锂__8858225282114852.jpg|1200]]

## 077. 8858225282112522

- 所属主题：[[topics/248|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458254412512)
- 本地资源：[[assets/images/260609_1323__伊朗__8858225282112522.jpg|8858225282112522]]

![[assets/images/260609_1323__伊朗__8858225282112522.jpg|1200]]

## 078. 1525442454884222

- 所属主题：[[topics/249|#物理AI #无人驾驶]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281582245542)
- 本地资源：[[assets/images/260609_1323__物理AI _无人驾驶__1525442454884222.jpg|1525442454884222]]

![[assets/images/260609_1323__物理AI _无人驾驶__1525442454884222.jpg|1200]]

## 079. 5121552515881844

- 所属主题：[[topics/251|#光纤]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581485551258)
- 本地资源：[[assets/images/260609_1322__光纤__5121552515881844.jpg|5121552515881844]]

![[assets/images/260609_1322__光纤__5121552515881844.jpg|1200]]

## 080. 4848554585118118

- 所属主题：[[topics/251|#光纤]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581485551258)
- 本地资源：[[assets/images/260609_1322__光纤__4848554585118118.jpg|4848554585118118]]

![[assets/images/260609_1322__光纤__4848554585118118.jpg|1200]]

## 081. 8858225282118152

- 所属主题：[[topics/252|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518215554444)
- 本地资源：[[assets/images/260609_1322__韩股__8858225282118152.jpg|8858225282118152]]

![[assets/images/260609_1322__韩股__8858225282118152.jpg|1200]]

## 082. 5121552515881444

- 所属主题：[[topics/253|#MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281582224222)
- 本地资源：[[assets/images/260609_1322__MLCC__5121552515881444.jpg|5121552515881444]]

![[assets/images/260609_1322__MLCC__5121552515881444.jpg|1200]]

## 083. 8858225282118212

- 所属主题：[[topics/254|#连城数控]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518215555854)
- 本地资源：[[assets/images/260609_1322__连城数控__8858225282118212.jpg|8858225282118212]]

![[assets/images/260609_1322__连城数控__8858225282118212.jpg|1200]]

## 084. 8858225282118252

- 所属主题：[[topics/257|#东北 #物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581485558558)
- 本地资源：[[assets/images/260609_1321__东北 _物理AI__8858225282118252.jpg|8858225282118252]]

![[assets/images/260609_1321__东北 _物理AI__8858225282118252.jpg|1200]]

## 085. 5121552515881144

- 所属主题：[[topics/258|#进出口]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581485558848)
- 本地资源：[[assets/images/260609_1321__进出口__5121552515881144.jpg|5121552515881144]]

![[assets/images/260609_1321__进出口__5121552515881144.jpg|1200]]

## 086. 4848554585118858

- 所属主题：[[topics/260|#华为 #芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281582225141)
- 本地资源：[[assets/images/260609_1321__华为 _芯片__4848554585118858.jpg|4848554585118858]]

![[assets/images/260609_1321__华为 _芯片__4848554585118858.jpg|1200]]

## 087. 2858225288415251

- 所属主题：[[topics/327|#胜宏科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458224424842)
- 本地资源：[[assets/images/260609_1106__胜宏科技__2858225288415251.jpg|2858225288415251]]

![[assets/images/260609_1106__胜宏科技__2858225288415251.jpg|1200]]

## 088. 2858225288415881

- 所属主题：[[topics/328|白毛谷神点名AI回收，百邦科技300736 完美对标！ 白毛最新发帖提出：是什么导致InnoHoldingsInc(NASDAQ:INHD)上涨了3660.95]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281552258421)
- 本地资源：[[assets/images/260609_1105_白毛谷神点名AI回收，百邦科技300736 完美对标！ 白毛最新发帖提出：是什么导致InnoHold__2858225288415881.jpg|2858225288415881]]

![[assets/images/260609_1105_白毛谷神点名AI回收，百邦科技300736 完美对标！ 白毛最新发帖提出：是什么导致InnoHold__2858225288415881.jpg|1200]]

## 089. 1525442455182542

- 所属主题：[[topics/328|白毛谷神点名AI回收，百邦科技300736 完美对标！ 白毛最新发帖提出：是什么导致InnoHoldingsInc(NASDAQ:INHD)上涨了3660.95]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281552258421)
- 本地资源：[[assets/images/260609_1105_白毛谷神点名AI回收，百邦科技300736 完美对标！ 白毛最新发帖提出：是什么导致InnoHold__1525442455182542.jpg|1525442455182542]]

![[assets/images/260609_1105_白毛谷神点名AI回收，百邦科技300736 完美对标！ 白毛最新发帖提出：是什么导致InnoHold__1525442455182542.jpg|1200]]

## 090. 4848554588554888

- 所属主题：[[topics/340|美登科技920227：全面覆盖腾讯小程序、小店、视频号，加速 AI 技术的商业化落地。 公司产品“我打”系列均已实现对微信小店的无缝对接！ 公司产品“光圈智播”]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281555521141)
- 本地资源：[[assets/images/260609_1041_美登科技920227：全面覆盖腾讯小程序、小店、视频号，加速 AI 技术的商业化落地。 公司产品“我__4848554588554888.jpg|4848554588554888]]

![[assets/images/260609_1041_美登科技920227：全面覆盖腾讯小程序、小店、视频号，加速 AI 技术的商业化落地。 公司产品“我__4848554588554888.jpg|1200]]

## 091. 2858225288225581

- 所属主题：[[topics/341|阿里巴巴接洽核电央企 探讨小型反应堆为数据中心供电 中国核电（601985）唯一合作核电央企 中国核电：公司与阿里巴巴的控股子公司合资成立中核（象山）核能有限公]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518222258554)
- 本地资源：[[assets/images/260609_1041_阿里巴巴接洽核电央企 探讨小型反应堆为数据中心供电 中国核电（601985）唯一合作核电央企 中国核__2858225288225581.jpg|2858225288225581]]

![[assets/images/260609_1041_阿里巴巴接洽核电央企 探讨小型反应堆为数据中心供电 中国核电（601985）唯一合作核电央企 中国核__2858225288225581.jpg|1200]]

## 092. 1525442455458822

- 所属主题：[[topics/342|公司子公司新岭化工现有​​1.5万吨/年邻甲酚、4000吨/年2,6-二甲酚、7000吨/年间对甲酚装置​​。78 其中​​2,6-二甲酚主要下游就是PPO/P]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581444451848)
- 本地资源：[[assets/images/260609_1041_公司子公司新岭化工现有​​1.5万吨 年邻甲酚、4000吨 年2,6-二甲酚、7000吨 年间对甲酚__1525442455458822.jpg|1525442455458822]]

![[assets/images/260609_1041_公司子公司新岭化工现有​​1.5万吨 年邻甲酚、4000吨 年2,6-二甲酚、7000吨 年间对甲酚__1525442455458822.jpg|1200]]

## 093. 4848554588581148

- 所属主题：[[topics/342|公司子公司新岭化工现有​​1.5万吨/年邻甲酚、4000吨/年2,6-二甲酚、7000吨/年间对甲酚装置​​。78 其中​​2,6-二甲酚主要下游就是PPO/P]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581444451848)
- 本地资源：[[assets/images/260609_1041_公司子公司新岭化工现有​​1.5万吨 年邻甲酚、4000吨 年2,6-二甲酚、7000吨 年间对甲酚__4848554588581148.jpg|4848554588581148]]

![[assets/images/260609_1041_公司子公司新岭化工现有​​1.5万吨 年邻甲酚、4000吨 年2,6-二甲酚、7000吨 年间对甲酚__4848554588581148.jpg|1200]]

## 094. 4848554588582588

- 所属主题：[[topics/344|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458222242412)
- 本地资源：[[assets/images/260609_1040__苹果__4848554588582588.jpg|4848554588582588]]

![[assets/images/260609_1040__苹果__4848554588582588.jpg|1200]]

## 095. 5121552511514244

- 所属主题：[[topics/345|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581444482518)
- 本地资源：[[assets/images/260609_1039__小光__5121552511514244.jpg|5121552511514244]]

![[assets/images/260609_1039__小光__5121552511514244.jpg|1200]]

## 096. 1525442455555212

- 所属主题：[[topics/346|#南京聚隆]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422451888485442)
- 本地资源：[[assets/images/260609_1023__南京聚隆__1525442455555212.jpg|1525442455555212]]

![[assets/images/260609_1023__南京聚隆__1525442455555212.jpg|1200]]

## 097. 1525442455528412

- 所属主题：[[topics/348|#光纤 #光缆]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284111244582)
- 本地资源：[[assets/images/260609_1022__光纤 _光缆__1525442455528412.jpg|1525442455528412]]

![[assets/images/260609_1022__光纤 _光缆__1525442455528412.jpg|1200]]

## 098. 8858225288851812

- 所属主题：[[topics/349|【麦格米特谷价创历史新高】麦格米特盘中谷价创历史新高，现涨9.79%，报163.59元，总市值为933.05亿元。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284111242812)
- 本地资源：[[assets/images/260609_1021_【麦格米特谷价创历史新高】麦格米特盘中谷价创历史新高，现涨9.79%，报163.59元，总市值为93__8858225288851812.jpg|8858225288851812]]

![[assets/images/260609_1021_【麦格米特谷价创历史新高】麦格米特盘中谷价创历史新高，现涨9.79%，报163.59元，总市值为93__8858225288851812.jpg|1200]]

## 099. 4848554588841458

- 所属主题：[[topics/350|#光纤 #光缆]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514888541254)
- 本地资源：[[assets/images/260609_1021__光纤 _光缆__4848554588841458.jpg|4848554588841458]]

![[assets/images/260609_1021__光纤 _光缆__4848554588841458.jpg|1200]]

## 100. 1525442455521882

- 所属主题：[[topics/351|#Robotaxi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284111245852)
- 本地资源：[[assets/images/260609_1021__Robotaxi__1525442455521882.jpg|1525442455521882]]

![[assets/images/260609_1021__Robotaxi__1525442455521882.jpg|1200]]

## 101. 4848554588842488

- 所属主题：[[topics/352|#电容]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422451888425482)
- 本地资源：[[assets/images/260609_1020__电容__4848554588842488.jpg|4848554588842488]]

![[assets/images/260609_1020__电容__4848554588842488.jpg|1200]]

## 102. 2858225288852151

- 所属主题：[[topics/353|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422451888425282)
- 本地资源：[[assets/images/260609_1020__白毛__2858225288852151.jpg|2858225288852151]]

![[assets/images/260609_1020__白毛__2858225288852151.jpg|1200]]

## 103. 4848554584118888

- 所属主题：[[topics/363|#腾讯 #微信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514884825824)
- 本地资源：[[assets/images/260609_1000__腾讯 _微信__4848554584118888.jpg|4848554584118888]]

![[assets/images/260609_1000__腾讯 _微信__4848554584118888.jpg|1200]]

## 104. 1525442452885442

- 所属主题：[[topics/363|#腾讯 #微信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514884825824)
- 本地资源：[[assets/images/260609_1000__腾讯 _微信__1525442452885442.jpg|1525442452885442]]

![[assets/images/260609_1000__腾讯 _微信__1525442452885442.jpg|1200]]

## 105. 5121552512881584

- 所属主题：[[topics/363|#腾讯 #微信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514884825824)
- 本地资源：[[assets/images/260609_1000__腾讯 _微信__5121552512881584.jpg|5121552512881584]]

![[assets/images/260609_1000__腾讯 _微信__5121552512881584.jpg|1200]]

## 106. 4848554584121258

- 所属主题：[[topics/365|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284114414112)
- 本地资源：[[assets/images/260609_0959__小光__4848554584121258.jpg|4848554584121258]]

![[assets/images/260609_0959__小光__4848554584121258.jpg|1200]]

## 107. 4848554584184558

- 所属主题：[[topics/378|电子布概念股汇总]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284114851282)
- 本地资源：[[assets/images/260609_0941_电子布概念股汇总__4848554584184558.jpg|4848554584184558]]

![[assets/images/260609_0941_电子布概念股汇总__4848554584184558.jpg|1200]]

## 108. 5121552528248484

- 所属主题：[[topics/383|#PCB #压层机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118524258)
- 本地资源：[[assets/images/260609_0939__PCB _压层机__5121552528248484.jpg|5121552528248484]]

![[assets/images/260609_0939__PCB _压层机__5121552528248484.jpg|1200]]

## 109. 5121552528248554

- 所属主题：[[topics/384|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514881554184)
- 本地资源：[[assets/images/260609_0938__SpaceX__5121552528248554.jpg|5121552528248554]]

![[assets/images/260609_0938__SpaceX__5121552528248554.jpg|1200]]

## 110. 8858225251541812

- 所属主题：[[topics/385|#机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284118228151)
- 本地资源：[[assets/images/260609_0938__机器人__8858225251541812.jpg|8858225251541812]]

![[assets/images/260609_0938__机器人__8858225251541812.jpg|1200]]

## 111. 1525442428218212

- 所属主题：[[topics/386|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514881552124)
- 本地资源：[[assets/images/260609_0937__英伟达__1525442428218212.jpg|1525442428218212]]

![[assets/images/260609_0937__英伟达__1525442428218212.jpg|1200]]

## 112. 2858225251542451

- 所属主题：[[topics/387|#电报解读 #康宁 #光纤]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514881512424)
- 本地资源：[[assets/images/260609_0936__电报解读 _康宁 _光纤__2858225251542451.jpg|2858225251542451]]

![[assets/images/260609_0936__电报解读 _康宁 _光纤__2858225251542451.jpg|1200]]

## 113. 4848554541425518

- 所属主题：[[topics/388|#九点特供]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514881528144)
- 本地资源：[[assets/images/260609_0935__九点特供__4848554541425518.jpg|4848554541425518]]

![[assets/images/260609_0935__九点特供__4848554541425518.jpg|1200]]

## 114. 8858225251542282

- 所属主题：[[topics/389|#电报解读 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118541488)
- 本地资源：[[assets/images/260609_0935__电报解读 _市场__8858225251542282.jpg|8858225251542282]]

![[assets/images/260609_0935__电报解读 _市场__8858225251542282.jpg|1200]]

## 115. 4848554541425828

- 所属主题：[[topics/390|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284118254482)
- 本地资源：[[assets/images/260609_0935__研选__4848554541425828.jpg|4848554541425828]]

![[assets/images/260609_0935__研选__4848554541425828.jpg|1200]]

## 116. 1525442428214552

- 所属主题：[[topics/391|#电报解读 #AIPC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118542828)
- 本地资源：[[assets/images/260609_0935__电报解读 _AIPC__1525442428214552.jpg|1525442428214552]]

![[assets/images/260609_0935__电报解读 _AIPC__1525442428214552.jpg|1200]]

## 117. 4848554541424448

- 所属主题：[[topics/396|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284118882422)
- 本地资源：[[assets/images/260609_0932__红宝书__4848554541424448.jpg|4848554541424448]]

![[assets/images/260609_0932__红宝书__4848554541424448.jpg|1200]]

## 118. 4848554541452888

- 所属主题：[[topics/399|#瑞穗 #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118884128)
- 本地资源：[[assets/images/260609_0932__瑞穗 _半导体__4848554541452888.jpg|4848554541452888]]

![[assets/images/260609_0932__瑞穗 _半导体__4848554541452888.jpg|1200]]

## 119. 1525442428241582

- 所属主题：[[topics/399|#瑞穗 #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118884128)
- 本地资源：[[assets/images/260609_0932__瑞穗 _半导体__1525442428241582.jpg|1525442428241582]]

![[assets/images/260609_0932__瑞穗 _半导体__1525442428241582.jpg|1200]]

## 120. 4848554541452558

- 所属主题：[[topics/399|#瑞穗 #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118884128)
- 本地资源：[[assets/images/260609_0932__瑞穗 _半导体__4848554541452558.jpg|4848554541452558]]

![[assets/images/260609_0932__瑞穗 _半导体__4848554541452558.jpg|1200]]

## 121. 1525442428241122

- 所属主题：[[topics/399|#瑞穗 #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118884128)
- 本地资源：[[assets/images/260609_0932__瑞穗 _半导体__1525442428241122.jpg|1525442428241122]]

![[assets/images/260609_0932__瑞穗 _半导体__1525442428241122.jpg|1200]]

## 122. 1525442428241152

- 所属主题：[[topics/399|#瑞穗 #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118884128)
- 本地资源：[[assets/images/260609_0932__瑞穗 _半导体__1525442428241152.jpg|1525442428241152]]

![[assets/images/260609_0932__瑞穗 _半导体__1525442428241152.jpg|1200]]

## 123. 2858225251524181

- 所属主题：[[topics/399|#瑞穗 #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118884128)
- 本地资源：[[assets/images/260609_0932__瑞穗 _半导体__2858225251524181.jpg|2858225251524181]]

![[assets/images/260609_0932__瑞穗 _半导体__2858225251524181.jpg|1200]]

## 124. 4848554541452448

- 所属主题：[[topics/405|6/16下周三【天风新材料】闭门会（北京场） 瑞丰高材（全天）PCB树脂增韧剂 洪田股份（全天）PCB，电子铜箔及玻璃基板设备 东方雨虹（16号上午）：防水材料]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514881125224)
- 本地资源：[[assets/images/260609_0930_6 16下周三【天风新材料】闭门会（北京场） 瑞丰高材（全天）PCB树脂增韧剂 洪田股份（全天）PC__4848554541452448.jpg|4848554541452448]]

![[assets/images/260609_0930_6 16下周三【天风新材料】闭门会（北京场） 瑞丰高材（全天）PCB树脂增韧剂 洪田股份（全天）PC__4848554541452448.jpg|1200]]

## 125. 8858225251524522

- 所属主题：[[topics/405|6/16下周三【天风新材料】闭门会（北京场） 瑞丰高材（全天）PCB树脂增韧剂 洪田股份（全天）PCB，电子铜箔及玻璃基板设备 东方雨虹（16号上午）：防水材料]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514881125224)
- 本地资源：[[assets/images/260609_0930_6 16下周三【天风新材料】闭门会（北京场） 瑞丰高材（全天）PCB树脂增韧剂 洪田股份（全天）PC__8858225251524522.jpg|8858225251524522]]

![[assets/images/260609_0930_6 16下周三【天风新材料】闭门会（北京场） 瑞丰高材（全天）PCB树脂增韧剂 洪田股份（全天）PC__8858225251524522.jpg|1200]]

## 126. 4848554541455218

- 所属主题：[[topics/407|【天风电子团队】苹果 WWDC 落地下一代 Apple Intelligence，AI 深度整合生态；股价回调系正常 sell news，持续看好Apple产业]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514881122544)
- 本地资源：[[assets/images/260609_0930_【天风电子团队】苹果 WWDC 落地下一代 Apple Intelligence，AI 深度整合生态__4848554541455218.jpg|4848554541455218]]

![[assets/images/260609_0930_【天风电子团队】苹果 WWDC 落地下一代 Apple Intelligence，AI 深度整合生态__4848554541455218.jpg|1200]]

## 127. 1525442428245842

- 所属主题：[[topics/410|#中际旭创]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582118411528)
- 本地资源：[[assets/images/260609_0930__中际旭创__1525442428245842.jpg|1525442428245842]]

![[assets/images/260609_0930__中际旭创__1525442428245842.jpg|1200]]

## 128. 4848554541458588

- 所属主题：[[topics/413|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284118515452)
- 本地资源：[[assets/images/260609_0929__监管__4848554541458588.jpg|4848554541458588]]

![[assets/images/260609_0929__监管__4848554541458588.jpg|1200]]

## 129. 4848554541458828

- 所属主题：[[topics/415|#宇树科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284118541881)
- 本地资源：[[assets/images/260609_0929__宇树科技__4848554541458828.jpg|4848554541458828]]

![[assets/images/260609_0929__宇树科技__4848554541458828.jpg|1200]]

## 130. 5121552528251254

- 所属主题：[[topics/416|#天风 #PCB #钻孔]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422451885211122)
- 本地资源：[[assets/images/260609_0928__天风 _PCB _钻孔__5121552528251254.jpg|5121552528251254]]

![[assets/images/260609_0928__天风 _PCB _钻孔__5121552528251254.jpg|1200]]

## 131. 8858225254884422

- 所属主题：[[topics/496|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514441152144)
- 本地资源：[[assets/images/260609_0810__监管__8858225254884422.jpg|8858225254884422]]

![[assets/images/260609_0810__监管__8858225254884422.jpg|1200]]

## 132. 8858225254882542

- 所属主题：[[topics/503|#全知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582228888558)
- 本地资源：[[assets/images/260609_0808__全知道__8858225254882542.jpg|8858225254882542]]

![[assets/images/260609_0808__全知道__8858225254882542.jpg|1200]]

## 133. 8858225254888242

- 所属主题：[[topics/508|#比亚迪 #阿里巴巴 #百度]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284448851841)
- 本地资源：[[assets/images/260609_0807__比亚迪 _阿里巴巴 _百度__8858225254888242.jpg|8858225254888242]]

![[assets/images/260609_0807__比亚迪 _阿里巴巴 _百度__8858225254888242.jpg|1200]]

## 134. 5121552524112184

- 所属主题：[[topics/511|#阿里巴巴 #百度]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582228842228)
- 本地资源：[[assets/images/260609_0807__阿里巴巴 _百度__5121552524112184.jpg|5121552524112184]]

![[assets/images/260609_0807__阿里巴巴 _百度__5121552524112184.jpg|1200]]

## 135. 1525442421552512

- 所属主题：[[topics/513|#药明康德]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422451115212442)
- 本地资源：[[assets/images/260609_0807__药明康德__1525442421552512.jpg|1525442421552512]]

![[assets/images/260609_0807__药明康德__1525442421552512.jpg|1200]]

## 136. 5121552524112254

- 所属主题：[[topics/514|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582228424418)
- 本地资源：[[assets/images/260609_0806__SpaceX__5121552524112254.jpg|5121552524112254]]

![[assets/images/260609_0806__SpaceX__5121552524112254.jpg|1200]]

## 137. 5121552524128814

- 所属主题：[[topics/516|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284448521121)
- 本地资源：[[assets/images/260609_0806__彭博新闻 _市场__5121552524128814.jpg|5121552524128814]]

![[assets/images/260609_0806__彭博新闻 _市场__5121552524128814.jpg|1200]]

## 138. 1525442421528442

- 所属主题：[[topics/517|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422451115248112)
- 本地资源：[[assets/images/260609_0806__OpenAI__1525442421528442.jpg|1525442421528442]]

![[assets/images/260609_0806__OpenAI__1525442421528442.jpg|1200]]

## 139. 2858225254851841

- 所属主题：[[topics/519|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284448521211)
- 本地资源：[[assets/images/260609_0806__苹果__2858225254851841.jpg|2858225254851841]]

![[assets/images/260609_0806__苹果__2858225254851841.jpg|1200]]

## 140. 5121552524128524

- 所属主题：[[topics/519|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284448521211)
- 本地资源：[[assets/images/260609_0806__苹果__5121552524128524.jpg|5121552524128524]]

![[assets/images/260609_0806__苹果__5121552524128524.jpg|1200]]

## 141. 1525442421521512

- 所属主题：[[topics/521|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544582228452558)
- 本地资源：[[assets/images/260609_0806__美国__1525442421521512.jpg|1525442421521512]]

![[assets/images/260609_0806__美国__1525442421521512.jpg|1200]]

## 142. 1525442421524412

- 所属主题：[[topics/531|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284448525152)
- 本地资源：[[assets/images/260609_0804__苹果__1525442421524412.jpg|1525442421524412]]

![[assets/images/260609_0804__苹果__1525442421524412.jpg|1200]]

## 143. 8858225254852222

- 所属主题：[[topics/534|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284448525241)
- 本地资源：[[assets/images/260609_0803__航天航空__8858225254852222.jpg|8858225254852222]]

![[assets/images/260609_0803__航天航空__8858225254852222.jpg|1200]]

## 144. 1525442421524542

- 所属主题：[[topics/537|#对位芳纶 #康宁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255284448581521)
- 本地资源：[[assets/images/260609_0803__对位芳纶 _康宁__1525442421524542.jpg|1525442421524542]]

![[assets/images/260609_0803__对位芳纶 _康宁__1525442421524542.jpg|1200]]

## 145. 8858225254524582

- 所属主题：[[topics/550|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522514441228114)
- 本地资源：[[assets/images/260609_0800__美股__8858225254524582.jpg|8858225254524582]]

![[assets/images/260609_0800__美股__8858225254524582.jpg|1200]]

## 146. 4848554542458518

- 所属主题：[[topics/554|#伯恩斯坦 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255284448552112)
- 本地资源：[[assets/images/260609_0800__伯恩斯坦 _存储__4848554542458518.jpg|4848554542458518]]

![[assets/images/260609_0800__伯恩斯坦 _存储__4848554542458518.jpg|1200]]
