---
date: 2026-06-10
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-06-10 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. 5121552415282884

- 所属主题：[[topics/041|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581258281518)
- 本地资源：[[assets/images/260610_2211__美股__5121552415282884.jpg|5121552415282884]]

![[assets/images/260610_2211__美股__5121552415282884.jpg|1200]]

## 002. 2858225482518521

- 所属主题：[[topics/041|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581258281518)
- 本地资源：[[assets/images/260610_2211__美股__2858225482518521.jpg|2858225482518521]]

![[assets/images/260610_2211__美股__2858225482518521.jpg|1200]]

## 003. 4848554285421288

- 所属主题：[[topics/042|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281428488121)
- 本地资源：[[assets/images/260610_2209__SpaceX__4848554285421288.jpg|4848554285421288]]

![[assets/images/260610_2209__SpaceX__4848554285421288.jpg|1200]]

## 004. 5121552415248824

- 所属主题：[[topics/042|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281428488121)
- 本地资源：[[assets/images/260610_2209__SpaceX__5121552415248824.jpg|5121552415248824]]

![[assets/images/260610_2209__SpaceX__5121552415248824.jpg|1200]]

## 005. 1525442154218512

- 所属主题：[[topics/043|#六氟化钨]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281428488222)
- 本地资源：[[assets/images/260610_2209__六氟化钨__1525442154218512.jpg|1525442154218512]]

![[assets/images/260610_2209__六氟化钨__1525442154218512.jpg|1200]]

## 006. 5121552415248224

- 所属主题：[[topics/044|#中日关系 #国产替代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458145152522)
- 本地资源：[[assets/images/260610_2208__中日关系 _国产替代__5121552415248224.jpg|5121552415248224]]

![[assets/images/260610_2208__中日关系 _国产替代__5121552415248224.jpg|1200]]

## 007. 1525442154211222

- 所属主题：[[topics/045|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458145128112)
- 本地资源：[[assets/images/260610_2208__白毛__1525442154211222.jpg|1525442154211222]]

![[assets/images/260610_2208__白毛__1525442154211222.jpg|1200]]

## 008. 2858225482542481

- 所属主题：[[topics/046|#东北 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281428452141)
- 本地资源：[[assets/images/260610_2207__东北 _存储__2858225482542481.jpg|2858225482542481]]

![[assets/images/260610_2207__东北 _存储__2858225482542481.jpg|1200]]

## 009. 8858225488582182

- 所属主题：[[topics/066|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415882824)
- 本地资源：[[assets/images/260610_2031__白毛__8858225488582182.jpg|8858225488582182]]

![[assets/images/260610_2031__白毛__8858225488582182.jpg|1200]]

## 010. 8858225488585412

- 所属主题：[[topics/069|【今日投资舆情热点】 1）AI应用：微信宣布向开发者提供AI生态接入功能，确认微信AI正在内测阶段；京东作为首批内测团队率先接入，将在电商、外卖、物流等场景落地]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458154815122)
- 本地资源：[[assets/images/260610_2028_【今日投资舆情热点】 1）AI应用：微信宣布向开发者提供AI生态接入功能，确认微信AI正在内测阶段；__8858225488585412.jpg|8858225488585412]]

![[assets/images/260610_2028_【今日投资舆情热点】 1）AI应用：微信宣布向开发者提供AI生态接入功能，确认微信AI正在内测阶段；__8858225488585412.jpg|1200]]

## 011. 5121552411212584

- 所属主题：[[topics/070|#蚂蚁集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281482145421)
- 本地资源：[[assets/images/260610_2028__蚂蚁集团__5121552411212584.jpg|5121552411212584]]

![[assets/images/260610_2028__蚂蚁集团__5121552411212584.jpg|1200]]

## 012. 1525442155252452

- 所属主题：[[topics/071|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415842584)
- 本地资源：[[assets/images/260610_2028__市场__1525442155252452.jpg|1525442155252452]]

![[assets/images/260610_2028__市场__1525442155252452.jpg|1200]]

## 013. 2858225488585221

- 所属主题：[[topics/071|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415842584)
- 本地资源：[[assets/images/260610_2028__市场__2858225488585221.jpg|2858225488585221]]

![[assets/images/260610_2028__市场__2858225488585221.jpg|1200]]

## 014. 4848554288484528

- 所属主题：[[topics/071|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415842584)
- 本地资源：[[assets/images/260610_2028__市场__4848554288484528.jpg|4848554288484528]]

![[assets/images/260610_2028__市场__4848554288484528.jpg|1200]]

## 015. 5121552411228844

- 所属主题：[[topics/072|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281482124221)
- 本地资源：[[assets/images/260610_2027__白毛__5121552411228844.jpg|5121552411228844]]

![[assets/images/260610_2027__白毛__5121552411228844.jpg|1200]]

## 016. 8858225488585542

- 所属主题：[[topics/072|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281482124221)
- 本地资源：[[assets/images/260610_2027__白毛__8858225488585542.jpg|8858225488585542]]

![[assets/images/260610_2027__白毛__8858225488585542.jpg|1200]]

## 017. 1525442155228142

- 所属主题：[[topics/073|#CPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415855444)
- 本地资源：[[assets/images/260610_2026__CPO__1525442155228142.jpg|1525442155228142]]

![[assets/images/260610_2026__CPO__1525442155228142.jpg|1200]]

## 018. 4848554288441288

- 所属主题：[[topics/074|#华为]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415855544)
- 本地资源：[[assets/images/260610_2026__华为__4848554288441288.jpg|4848554288441288]]

![[assets/images/260610_2026__华为__4848554288441288.jpg|1200]]

## 019. 1525442155221182

- 所属主题：[[topics/075|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415851584)
- 本地资源：[[assets/images/260610_2026__伊朗__1525442155221182.jpg|1525442155221182]]

![[assets/images/260610_2026__伊朗__1525442155221182.jpg|1200]]

## 020. 2858225488551411

- 所属主题：[[topics/075|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415851584)
- 本地资源：[[assets/images/260610_2026__伊朗__2858225488551411.jpg|2858225488551411]]

![[assets/images/260610_2026__伊朗__2858225488551411.jpg|1200]]

## 021. 1525442155252282

- 所属主题：[[topics/075|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415851584)
- 本地资源：[[assets/images/260610_2026__伊朗__1525442155252282.jpg|1525442155252282]]

![[assets/images/260610_2026__伊朗__1525442155252282.jpg|1200]]

## 022. 1525442155252542

- 所属主题：[[topics/075|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415851584)
- 本地资源：[[assets/images/260610_2026__伊朗__1525442155252542.jpg|1525442155252542]]

![[assets/images/260610_2026__伊朗__1525442155252542.jpg|1200]]

## 023. 5121552411212184

- 所属主题：[[topics/075|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518415851584)
- 本地资源：[[assets/images/260610_2026__伊朗__5121552411212184.jpg|5121552411212184]]

![[assets/images/260610_2026__伊朗__5121552411212184.jpg|1200]]

## 024. 1525442155221552

- 所属主题：[[topics/076|#胜宏科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281482412542)
- 本地资源：[[assets/images/260610_2025__胜宏科技__1525442155221552.jpg|1525442155221552]]

![[assets/images/260610_2025__胜宏科技__1525442155221552.jpg|1200]]

## 025. 5121552411225444

- 所属主题：[[topics/078|#国信 #行业]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581285218888)
- 本地资源：[[assets/images/260610_2024__国信 _行业__5121552411225444.jpg|5121552411225444]]

![[assets/images/260610_2024__国信 _行业__5121552411225444.jpg|1200]]

## 026. 1525442155224152

- 所属主题：[[topics/079|【多晶硅相关】 市场在传，PS今天开会内容：和一家律所讨论“平台公司”调整方案，规避反垄断风险 [玫瑰]光伏强标加速审批，产业供给有望迎来刚性框定，具体情况欢迎]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581285218458)
- 本地资源：[[assets/images/260610_2023_【多晶硅相关】 市场在传，PS今天开会内容：和一家律所讨论“平台公司”调整方案，规避反垄断风险 _玫__1525442155224152.jpg|1525442155224152]]

![[assets/images/260610_2023_【多晶硅相关】 市场在传，PS今天开会内容：和一家律所讨论“平台公司”调整方案，规避反垄断风险 _玫__1525442155224152.jpg|1200]]

## 027. 5121552421858584

- 所属主题：[[topics/132|#鼎捷数智]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581244525118)
- 本地资源：[[assets/images/260610_1456__鼎捷数智__5121552421858584.jpg|5121552421858584]]

![[assets/images/260610_1456__鼎捷数智__5121552421858584.jpg|1200]]

## 028. 2858225458121251

- 所属主题：[[topics/133|【光伏概念局部异动 爱旭谷份涨停】财联社6月10日电，临近尾盘光伏概念局部异动，爱旭谷份涨停，晶澳科技、TCL中环、隆基绿能、天合光能、通威谷份等跟涨。消息面上]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458122428442)
- 本地资源：[[assets/images/260610_1456_【光伏概念局部异动 爱旭谷份涨停】财联社6月10日电，临近尾盘光伏概念局部异动，爱旭谷份涨停，晶澳科__2858225458121251.jpg|2858225458121251]]

![[assets/images/260610_1456_【光伏概念局部异动 爱旭谷份涨停】财联社6月10日电，临近尾盘光伏概念局部异动，爱旭谷份涨停，晶澳科__2858225458121251.jpg|1200]]

## 029. 2858225458121421

- 所属主题：[[topics/133|【光伏概念局部异动 爱旭谷份涨停】财联社6月10日电，临近尾盘光伏概念局部异动，爱旭谷份涨停，晶澳科技、TCL中环、隆基绿能、天合光能、通威谷份等跟涨。消息面上]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458122428442)
- 本地资源：[[assets/images/260610_1456_【光伏概念局部异动 爱旭谷份涨停】财联社6月10日电，临近尾盘光伏概念局部异动，爱旭谷份涨停，晶澳科__2858225458121421.jpg|2858225458121421]]

![[assets/images/260610_1456_【光伏概念局部异动 爱旭谷份涨停】财联社6月10日电，临近尾盘光伏概念局部异动，爱旭谷份涨停，晶澳科__2858225458121421.jpg|1200]]

## 030. 4848554244452148

- 所属主题：[[topics/138|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281455581421)
- 本地资源：[[assets/images/260610_1432__小洪__4848554244452148.jpg|4848554244452148]]

![[assets/images/260610_1432__小洪__4848554244452148.jpg|1200]]

## 031. 2858225455524121

- 所属主题：[[topics/138|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281455581421)
- 本地资源：[[assets/images/260610_1432__小洪__2858225455524121.jpg|2858225455524121]]

![[assets/images/260610_1432__小洪__2858225455524121.jpg|1200]]

## 032. 1525442122241182

- 所属主题：[[topics/139|【字节 AI 制药开启拆分融资，AI4S 进入产业化阶段】据悉，字节跳动AI制药业务线已启动拆分与独立融资进程。据悉，拆分后字节仍将控股新公司，AI制药核心团队]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518422218124)
- 本地资源：[[assets/images/260610_1432_【字节 AI 制药开启拆分融资，AI4S 进入产业化阶段】据悉，字节跳动AI制药业务线已启动拆分与独__1525442122241182.jpg|1525442122241182]]

![[assets/images/260610_1432_【字节 AI 制药开启拆分融资，AI4S 进入产业化阶段】据悉，字节跳动AI制药业务线已启动拆分与独__1525442122241182.jpg|1200]]

## 033. 4848554244452818

- 所属主题：[[topics/140|#海洋经济]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581244485548)
- 本地资源：[[assets/images/260610_1431__海洋经济__4848554244452818.jpg|4848554244452818]]

![[assets/images/260610_1431__海洋经济__4848554244452818.jpg|1200]]

## 034. 8858225455524812

- 所属主题：[[topics/140|#海洋经济]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581244485548)
- 本地资源：[[assets/images/260610_1431__海洋经济__8858225455524812.jpg|8858225455524812]]

![[assets/images/260610_1431__海洋经济__8858225455524812.jpg|1200]]

## 035. 4848554244448548

- 所属主题：[[topics/142|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581511218148)
- 本地资源：[[assets/images/260610_1414__白毛__4848554244448548.jpg|4848554244448548]]

![[assets/images/260610_1414__白毛__4848554244448548.jpg|1200]]

## 036. 4848554244448888

- 所属主题：[[topics/143|#华为 #昇腾]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581511214488)
- 本地资源：[[assets/images/260610_1413__华为 _昇腾__4848554244448888.jpg|4848554244448888]]

![[assets/images/260610_1413__华为 _昇腾__4848554244448888.jpg|1200]]

## 037. 8858225455558852

- 所属主题：[[topics/144|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581511221128)
- 本地资源：[[assets/images/260610_1413__台积电__8858225455558852.jpg|8858225455558852]]

![[assets/images/260610_1413__台积电__8858225455558852.jpg|1200]]

## 038. 2858225455558521

- 所属主题：[[topics/145|【通裕重工300185】全资子公司生产直径3mm到45mm规格的硬质合金棒材、印制电路板刀具，PCB的微钻]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518588448484)
- 本地资源：[[assets/images/260610_1412_【通裕重工300185】全资子公司生产直径3mm到45mm规格的硬质合金棒材、印制电路板刀具，PCB__2858225455558521.jpg|2858225455558521]]

![[assets/images/260610_1412_【通裕重工300185】全资子公司生产直径3mm到45mm规格的硬质合金棒材、印制电路板刀具，PCB__2858225455558521.jpg|1200]]

## 039. 8858225455558542

- 所属主题：[[topics/145|【通裕重工300185】全资子公司生产直径3mm到45mm规格的硬质合金棒材、印制电路板刀具，PCB的微钻]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518588448484)
- 本地资源：[[assets/images/260610_1412_【通裕重工300185】全资子公司生产直径3mm到45mm规格的硬质合金棒材、印制电路板刀具，PCB__8858225455558542.jpg|8858225455558542]]

![[assets/images/260610_1412_【通裕重工300185】全资子公司生产直径3mm到45mm规格的硬质合金棒材、印制电路板刀具，PCB__8858225455558542.jpg|1200]]

## 040. 8858225455558552

- 所属主题：[[topics/146|#六氟化钨]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281211488812)
- 本地资源：[[assets/images/260610_1412__六氟化钨__8858225455558552.jpg|8858225455558552]]

![[assets/images/260610_1412__六氟化钨__8858225455558552.jpg|1200]]

## 041. 8858225211448112

- 所属主题：[[topics/155|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281211558842)
- 本地资源：[[assets/images/260610_1337__韩股__8858225211448112.jpg|8858225211448112]]

![[assets/images/260610_1337__韩股__8858225211448112.jpg|1200]]

## 042. 4848554511228118

- 所属主题：[[topics/156|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281211558512)
- 本地资源：[[assets/images/260610_1337__原油__4848554511228118.jpg|4848554511228118]]

![[assets/images/260610_1337__原油__4848554511228118.jpg|1200]]

## 043. 4848554511228258

- 所属主题：[[topics/157|#天和防务]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581511444228)
- 本地资源：[[assets/images/260610_1336__天和防务__4848554511228258.jpg|4848554511228258]]

![[assets/images/260610_1336__天和防务__4848554511228258.jpg|1200]]

## 044. 8858225211448412

- 所属主题：[[topics/157|#天和防务]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581511444228)
- 本地资源：[[assets/images/260610_1336__天和防务__8858225211448412.jpg|8858225211448412]]

![[assets/images/260610_1336__天和防务__8858225211448412.jpg|1200]]

## 045. 1525442488115482

- 所属主题：[[topics/158|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281214111511)
- 本地资源：[[assets/images/260610_1336__白毛__1525442488115482.jpg|1525442488115482]]

![[assets/images/260610_1336__白毛__1525442488115482.jpg|1200]]

## 046. 5121552588441414

- 所属主题：[[topics/158|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281214111511)
- 本地资源：[[assets/images/260610_1336__白毛__5121552588441414.jpg|5121552588441414]]

![[assets/images/260610_1336__白毛__5121552588441414.jpg|1200]]

## 047. 5121552588441544

- 所属主题：[[topics/159|#电子特气]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581512111448)
- 本地资源：[[assets/images/260610_1336__电子特气__5121552588441544.jpg|5121552588441544]]

![[assets/images/260610_1336__电子特气__5121552588441544.jpg|1200]]

## 048. 1525442488112552

- 所属主题：[[topics/160|#安费诺]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281214112242)
- 本地资源：[[assets/images/260610_1335__安费诺__1525442488112552.jpg|1525442488112552]]

![[assets/images/260610_1335__安费诺__1525442488112552.jpg|1200]]

## 049. 8858225211448542

- 所属主题：[[topics/160|#安费诺]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281214112242)
- 本地资源：[[assets/images/260610_1335__安费诺__8858225211448542.jpg|8858225211448542]]

![[assets/images/260610_1335__安费诺__8858225211448542.jpg|1200]]

## 050. 2858225211421451

- 所属主题：[[topics/162|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458481854552)
- 本地资源：[[assets/images/260610_1333__白毛__2858225211421451.jpg|2858225211421451]]

![[assets/images/260610_1333__白毛__2858225211421451.jpg|1200]]

## 051. 2858225211421841

- 所属主题：[[topics/163|中国医疗保健股估值跌至有记录以来最低水平。随着资金涌向本土人工智能概念及相关受益板块，原本被视为防御性资产的医药、医疗服务等股票持续承压，板块相对吸引力明显下降]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281214188552)
- 本地资源：[[assets/images/260610_1332_中国医疗保健股估值跌至有记录以来最低水平。随着资金涌向本土人工智能概念及相关受益板块，原本被视为防御__2858225211421841.jpg|2858225211421841]]

![[assets/images/260610_1332_中国医疗保健股估值跌至有记录以来最低水平。随着资金涌向本土人工智能概念及相关受益板块，原本被视为防御__2858225211421841.jpg|1200]]

## 052. 2858225211421521

- 所属主题：[[topics/164|#信创]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518584812454)
- 本地资源：[[assets/images/260610_1332__信创__2858225211421521.jpg|2858225211421521]]

![[assets/images/260610_1332__信创__2858225211421521.jpg|1200]]

## 053. 4848554511244128

- 所属主题：[[topics/166|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281214154482)
- 本地资源：[[assets/images/260610_1331__存储__4848554511244128.jpg|4848554511244128]]

![[assets/images/260610_1331__存储__4848554511244128.jpg|1200]]

## 054. 5121552584541854

- 所属主题：[[topics/210|#天然气]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458414558512)
- 本地资源：[[assets/images/260610_1114__天然气__5121552584541854.jpg|5121552584541854]]

![[assets/images/260610_1114__天然气__5121552584541854.jpg|1200]]

## 055. 1525442481415822

- 所属主题：[[topics/211|#工业气体 #电子特气]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581525881848)
- 本地资源：[[assets/images/260610_1114__工业气体 _电子特气__1525442481415822.jpg|1525442481415822]]

![[assets/images/260610_1114__工业气体 _电子特气__1525442481415822.jpg|1200]]

## 056. 4848554512524558

- 所属主题：[[topics/216|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518545111824)
- 本地资源：[[assets/images/260610_1113__ETF__4848554512524558.jpg|4848554512524558]]

![[assets/images/260610_1113__ETF__4848554512524558.jpg|1200]]

## 057. 8858225214221442

- 所属主题：[[topics/222|#盘中宝 #联想集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458414521242)
- 本地资源：[[assets/images/260610_1111__盘中宝 _联想集团__8858225214221442.jpg|8858225214221442]]

![[assets/images/260610_1111__盘中宝 _联想集团__8858225214221442.jpg|1200]]

## 058. 2858225214221421

- 所属主题：[[topics/223|#盘中宝 #智能体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581525845128)
- 本地资源：[[assets/images/260610_1111__盘中宝 _智能体__2858225214221421.jpg|2858225214221421]]

![[assets/images/260610_1111__盘中宝 _智能体__2858225214221421.jpg|1200]]

## 059. 4848554512552518

- 所属主题：[[topics/225|#AI #就业]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281242855122)
- 本地资源：[[assets/images/260610_1110__AI _就业__4848554512552518.jpg|4848554512552518]]

![[assets/images/260610_1110__AI _就业__4848554512552518.jpg|1200]]

## 060. 1525442481441512

- 所属主题：[[topics/227|#日本 #加息]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281242511841)
- 本地资源：[[assets/images/260610_1110__日本 _加息__1525442481441512.jpg|1525442481441512]]

![[assets/images/260610_1110__日本 _加息__1525442481441512.jpg|1200]]

## 061. 1525442481441522

- 所属主题：[[topics/228|#工业富联]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581525411428)
- 本地资源：[[assets/images/260610_1110__工业富联__1525442481441522.jpg|1525442481441522]]

![[assets/images/260610_1110__工业富联__1525442481441522.jpg|1200]]

## 062. 4848554512421118

- 所属主题：[[topics/235|#星巴克]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281248852111)
- 本地资源：[[assets/images/260610_1034__星巴克__4848554512421118.jpg|4848554512421118]]

![[assets/images/260610_1034__星巴克__4848554512421118.jpg|1200]]

## 063. 4848554512421188

- 所属主题：[[topics/236|#东财 #世界杯]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281248852411)
- 本地资源：[[assets/images/260610_1034__东财 _世界杯__4848554512421188.jpg|4848554512421188]]

![[assets/images/260610_1034__东财 _世界杯__4848554512421188.jpg|1200]]

## 064. 8858225214541422

- 所属主题：[[topics/237|#CPI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581528848218)
- 本地资源：[[assets/images/260610_1034__CPI__8858225214541422.jpg|8858225214541422]]

![[assets/images/260610_1034__CPI__8858225214541422.jpg|1200]]

## 065. 2858225214541241

- 所属主题：[[topics/238|#指数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281248858211)
- 本地资源：[[assets/images/260610_1034__指数__2858225214541241.jpg|2858225214541241]]

![[assets/images/260610_1034__指数__2858225214541241.jpg|1200]]

## 066. 8858225214544482

- 所属主题：[[topics/239|#CPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281248858812)
- 本地资源：[[assets/images/260610_1034__CPO__8858225214544482.jpg|8858225214544482]]

![[assets/images/260610_1034__CPO__8858225214544482.jpg|1200]]

## 067. 5121552584244414

- 所属主题：[[topics/239|#CPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281248858812)
- 本地资源：[[assets/images/260610_1034__CPO__5121552584244414.jpg|5121552584244414]]

![[assets/images/260610_1034__CPO__5121552584244414.jpg|1200]]

## 068. 4848554512422888

- 所属主题：[[topics/240|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581528411248)
- 本地资源：[[assets/images/260610_1033__小光__4848554512422888.jpg|4848554512422888]]

![[assets/images/260610_1033__小光__4848554512422888.jpg|1200]]

## 069. 2858225214551841

- 所属主题：[[topics/241|#河钢股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581528415448)
- 本地资源：[[assets/images/260610_1032__河钢股份__2858225214551841.jpg|2858225214551841]]

![[assets/images/260610_1032__河钢股份__2858225214551841.jpg|1200]]

## 070. 4848554512441818

- 所属主题：[[topics/241|#河钢股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581528415448)
- 本地资源：[[assets/images/260610_1032__河钢股份__4848554512441818.jpg|4848554512441818]]

![[assets/images/260610_1032__河钢股份__4848554512441818.jpg|1200]]

## 071. 5121552584228254

- 所属主题：[[topics/242|六氟化钨(WF。)上游--高纯无水氢氟酸(AHF/电子级HF)，中欣氟材3W吨，多氟多6W吨，三美股份5万吨，中巨芯3w吨，滨化股份0.6W吨！]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581528414828)
- 本地资源：[[assets/images/260610_1031_六氟化钨(WF。)上游--高纯无水氢氟酸(AHF 电子级HF)，中欣氟材3W吨，多氟多6W吨，三美股__5121552584228254.jpg|5121552584228254]]

![[assets/images/260610_1031_六氟化钨(WF。)上游--高纯无水氢氟酸(AHF 电子级HF)，中欣氟材3W吨，多氟多6W吨，三美股__5121552584228254.jpg|1200]]

## 072. 1525442484182822

- 所属主题：[[topics/263|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281245255112)
- 本地资源：[[assets/images/260610_1007__小光__1525442484182822.jpg|1525442484182822]]

![[assets/images/260610_1007__小光__1525442484182822.jpg|1200]]

## 073. 5121552585448524

- 所属主题：[[topics/264|#长江 #CPI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281245814152)
- 本地资源：[[assets/images/260610_1006__长江 _CPI__5121552585448524.jpg|5121552585448524]]

![[assets/images/260610_1006__长江 _CPI__5121552585448524.jpg|1200]]

## 074. 1525442484118582

- 所属主题：[[topics/265|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518542184544)
- 本地资源：[[assets/images/260610_1006__白毛__1525442484118582.jpg|1525442484118582]]

![[assets/images/260610_1006__白毛__1525442484118582.jpg|1200]]

## 075. 5121552582588224

- 所属主题：[[topics/296|【0610盘前】各位，早上好!我们盘前聊聊。 美股科技股再一次萎靡，部分明星票大跌，光概念有所黯淡。但大型科技股表现较为稳健。这跟通胀高企引发美联储年内升息预期]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458445181422)
- 本地资源：[[assets/images/260610_0914_【0610盘前】各位，早上好!我们盘前聊聊。 美股科技股再一次萎靡，部分明星票大跌，光概念有所黯淡。__5121552582588224.jpg|5121552582588224]]

![[assets/images/260610_0914_【0610盘前】各位，早上好!我们盘前聊聊。 美股科技股再一次萎靡，部分明星票大跌，光概念有所黯淡。__5121552582588224.jpg|1200]]

## 076. 8858225215214212

- 所属主题：[[topics/300|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281228422411)
- 本地资源：[[assets/images/260610_0911__红宝书__8858225215214212.jpg|8858225215214212]]

![[assets/images/260610_0911__红宝书__8858225215214212.jpg|1200]]

## 077. 5121552582584544

- 所属主题：[[topics/302|#九点特供]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458445145582)
- 本地资源：[[assets/images/260610_0911__九点特供__5121552582584544.jpg|5121552582584544]]

![[assets/images/260610_0911__九点特供__5121552582584544.jpg|1200]]

## 078. 5121552582584524

- 所属主题：[[topics/304|#电报解读 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581558258448)
- 本地资源：[[assets/images/260610_0911__电报解读 _市场__5121552582584524.jpg|5121552582584524]]

![[assets/images/260610_0911__电报解读 _市场__5121552582584524.jpg|1200]]

## 079. 8858225215214882

- 所属主题：[[topics/306|#电报解读 #金刚石]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458445142442)
- 本地资源：[[assets/images/260610_0911__电报解读 _金刚石__8858225215214882.jpg|8858225215214882]]

![[assets/images/260610_0911__电报解读 _金刚石__8858225215214882.jpg|1200]]

## 080. 5121552582584214

- 所属主题：[[topics/308|#电报解读 #手机直连卫星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518551414824)
- 本地资源：[[assets/images/260610_0911__电报解读 _手机直连卫星__5121552582584214.jpg|5121552582584214]]

![[assets/images/260610_0911__电报解读 _手机直连卫星__5121552582584214.jpg|1200]]

## 081. 8858225215214582

- 所属主题：[[topics/309|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518551414154)
- 本地资源：[[assets/images/260610_0910__研选__8858225215214582.jpg|8858225215214582]]

![[assets/images/260610_0910__研选__8858225215214582.jpg|1200]]

## 082. 2858225215218111

- 所属主题：[[topics/311|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458445154252)
- 本地资源：[[assets/images/260610_0910__小光__2858225215218111.jpg|2858225215218111]]

![[assets/images/260610_0910__小光__2858225215218111.jpg|1200]]

## 083. 5121552582582254

- 所属主题：[[topics/320|格林布什锂矿CGP3工厂火灾虽已扑灭，但设备受损导致扩产计划延迟]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581558558428)
- 本地资源：[[assets/images/260610_0908_格林布什锂矿CGP3工厂火灾虽已扑灭，但设备受损导致扩产计划延迟__5121552582582254.jpg|5121552582582254]]

![[assets/images/260610_0908_格林布什锂矿CGP3工厂火灾虽已扑灭，但设备受损导致扩产计划延迟__5121552582582254.jpg|1200]]

## 084. 2858225215215581

- 所属主题：[[topics/322|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581558581218)
- 本地资源：[[assets/images/260610_0908__监管__2858225215215581.jpg|2858225215215581]]

![[assets/images/260610_0908__监管__2858225215215581.jpg|1200]]

## 085. 4848554521188288

- 所属主题：[[topics/371|#CPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281882214421)
- 本地资源：[[assets/images/260610_0818__CPO__4848554521188288.jpg|4848554521188288]]

![[assets/images/260610_0818__CPO__4848554521188288.jpg|1200]]

## 086. 8858225241188242

- 所属主题：[[topics/373|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522518115584144)
- 本地资源：[[assets/images/260610_0818__监管__8858225241188242.jpg|8858225241188242]]

![[assets/images/260610_0818__监管__8858225241188242.jpg|1200]]

## 087. 1525442418855412

- 所属主题：[[topics/374|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581885512848)
- 本地资源：[[assets/images/260610_0818__市场__1525442418855412.jpg|1525442418855412]]

![[assets/images/260610_0818__市场__1525442418855412.jpg|1200]]

## 088. 1525442418855442

- 所属主题：[[topics/375|#泡泡玛特]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281882212851)
- 本地资源：[[assets/images/260610_0818__泡泡玛特__1525442418855442.jpg|1525442418855442]]

![[assets/images/260610_0818__泡泡玛特__1525442418855442.jpg|1200]]

## 089. 1525442418855212

- 所属主题：[[topics/377|#超微电脑]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281882218481)
- 本地资源：[[assets/images/260610_0818__超微电脑__1525442418855212.jpg|1525442418855212]]

![[assets/images/260610_0818__超微电脑__1525442418855212.jpg|1200]]

## 090. 2858225241185111

- 所属主题：[[topics/381|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281882241142)
- 本地资源：[[assets/images/260610_0817__Anthropic__2858225241185111.jpg|2858225241185111]]

![[assets/images/260610_0817__Anthropic__2858225241185111.jpg|1200]]

## 091. 4848554521141118

- 所属主题：[[topics/382|#大立光 #CPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458554418582)
- 本地资源：[[assets/images/260610_0816__大立光 _CPO__4848554521141118.jpg|4848554521141118]]

![[assets/images/260610_0816__大立光 _CPO__4848554521141118.jpg|1200]]

## 092. 4848554521142128

- 所属主题：[[topics/390|#罗博特科]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255281882258511)
- 本地资源：[[assets/images/260610_0814__罗博特科__4848554521142128.jpg|4848554521142128]]

![[assets/images/260610_0814__罗博特科__4848554521142128.jpg|1200]]

## 093. 1525442418824882

- 所属主题：[[topics/392|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281882255212)
- 本地资源：[[assets/images/260610_0814__彭博新闻 _市场__1525442418824882.jpg|1525442418824882]]

![[assets/images/260610_0814__彭博新闻 _市场__1525442418824882.jpg|1200]]

## 094. 8858225241152142

- 所属主题：[[topics/394|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458554588152)
- 本地资源：[[assets/images/260610_0814__伊朗__8858225241152142.jpg|8858225241152142]]

![[assets/images/260610_0814__伊朗__8858225241152142.jpg|1200]]

## 095. 5121552548825824

- 所属主题：[[topics/396|6月9日宁德时代最新固态电池制备方法专利发布]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458554588542)
- 本地资源：[[assets/images/260610_0813_6月9日宁德时代最新固态电池制备方法专利发布__5121552548825824.jpg|5121552548825824]]

![[assets/images/260610_0813_6月9日宁德时代最新固态电池制备方法专利发布__5121552548825824.jpg|1200]]

## 096. 4848554521145218

- 所属主题：[[topics/398|#有机硅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422458554588222)
- 本地资源：[[assets/images/260610_0813__有机硅__4848554521145218.jpg|4848554521145218]]

![[assets/images/260610_0813__有机硅__4848554521145218.jpg|1200]]

## 097. 1525442418824482

- 所属主题：[[topics/399|#白毛]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581885812148)
- 本地资源：[[assets/images/260610_0813__白毛__1525442418824482.jpg|1525442418824482]]

![[assets/images/260610_0813__白毛__1525442418824482.jpg|1200]]

## 098. 5121552548485854

- 所属主题：[[topics/428|#ComputeX #CPO ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281882512512)
- 本地资源：[[assets/images/260610_0807__ComputeX _CPO__5121552548485854.jpg|5121552548485854]]

![[assets/images/260610_0807__ComputeX _CPO__5121552548485854.jpg|1200]]

## 099. 5121552548482424

- 所属主题：[[topics/442|这个解读一下： 1）hvdc 这块延后是事实不是预测，去年我们路演讲csp的+-400v上半年就拉货，现在下半年； 2）nv单极0-800，这块rubin系列不]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544581885428288)
- 本地资源：[[assets/images/260610_0803_这个解读一下： 1）hvdc 这块延后是事实不是预测，去年我们路演讲csp的+-400v上半年就拉货__5121552548482424.jpg|5121552548482424]]

![[assets/images/260610_0803_这个解读一下： 1）hvdc 这块延后是事实不是预测，去年我们路演讲csp的+-400v上半年就拉货__5121552548482424.jpg|1200]]

## 100. 4848554521221588

- 所属主题：[[topics/447|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255281882545122)
- 本地资源：[[assets/images/260610_0802__伊朗__4848554521221588.jpg|4848554521221588]]

![[assets/images/260610_0802__伊朗__4848554521221588.jpg|1200]]
