--- date: 2026-06-12 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-06-12 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. 5121551215515154 - 所属主题：[[topics/103|【两倍做多海力士短线跳水】 6月12日｜港谷市场两倍做多海力士和两倍做多三星电子短线跳水。两倍做多海力士涨幅收窄至约6%，此前一度涨15%；两倍做多三星电子涨幅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522554824215184) - 本地资源：[[assets/images/260612_1420_【两倍做多海力士短线跳水】 6月12日｜港谷市场两倍做多海力士和两倍做多三星电子短线跳水。两倍做多海__5121551215515154.jpg|5121551215515154]] ![[assets/images/260612_1420_【两倍做多海力士短线跳水】 6月12日｜港谷市场两倍做多海力士和两倍做多三星电子短线跳水。两倍做多海__5121551215515154.jpg|1200]] ## 002. 8858228582282842 - 所属主题：[[topics/103|【两倍做多海力士短线跳水】 6月12日｜港谷市场两倍做多海力士和两倍做多三星电子短线跳水。两倍做多海力士涨幅收窄至约6%，此前一度涨15%；两倍做多三星电子涨幅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522554824215184) - 本地资源：[[assets/images/260612_1420_【两倍做多海力士短线跳水】 6月12日｜港谷市场两倍做多海力士和两倍做多三星电子短线跳水。两倍做多海__8858228582282842.jpg|8858228582282842]] ![[assets/images/260612_1420_【两倍做多海力士短线跳水】 6月12日｜港谷市场两倍做多海力士和两倍做多三星电子短线跳水。两倍做多海__8858228582282842.jpg|1200]] ## 003. 8858228582282582 - 所属主题：[[topics/105|#光电科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422441821255422) - 本地资源：[[assets/images/260612_1419__光电科技__8858228582282582.jpg|8858228582282582]] ![[assets/images/260612_1419__光电科技__8858228582282582.jpg|1200]] ## 004. 1525445254455152 - 所属主题：[[topics/111|#芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255224154554141) - 本地资源：[[assets/images/260612_1418__芯片__1525445254455152.jpg|1525445254455152]] ![[assets/images/260612_1418__芯片__1525445254455152.jpg|1200]] ## 005. 1525445254225582 - 所属主题：[[topics/114|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255224411144212) - 本地资源：[[assets/images/260612_1326__小光__1525445254225582.jpg|1525445254225582]] ![[assets/images/260612_1326__小光__1525445254225582.jpg|1200]] ## 006. 8858228582555112 - 所属主题：[[topics/116|#掘金行业龙头 #菲利华]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255224411145812) - 本地资源：[[assets/images/260612_1325__掘金行业龙头 _菲利华__8858228582555112.jpg|8858228582555112]] ![[assets/images/260612_1325__掘金行业龙头 _菲利华__8858228582555112.jpg|1200]] ## 007. 1525445254222212 - 所属主题：[[topics/117|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255224411121442) - 本地资源：[[assets/images/260612_1324__龙虎榜__1525445254222212.jpg|1525445254222212]] ![[assets/images/260612_1324__龙虎榜__1525445254222212.jpg|1200]] ## 008. 4848558485444488 - 所属主题：[[topics/118|#风口研报 #天承科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255224411121281) - 本地资源：[[assets/images/260612_1324__风口研报 _天承科技__4848558485444488.jpg|4848558485444488]] ![[assets/images/260612_1324__风口研报 _天承科技__4848558485444488.jpg|1200]] ## 009. 8858228588111422 - 所属主题：[[topics/119|#机构调研 #盛弘股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522554488854284) - 本地资源：[[assets/images/260612_1324__机构调研 _盛弘股份__8858228588111422.jpg|8858228588111422]] ![[assets/images/260612_1324__机构调研 _盛弘股份__8858228588111422.jpg|1200]] ## 010. 8858228588111212 - 所属主题：[[topics/120|#风口研报 #民士达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422441188844412) - 本地资源：[[assets/images/260612_1323__风口研报 _民士达__8858228588111212.jpg|8858228588111212]] ![[assets/images/260612_1323__风口研报 _民士达__8858228588111212.jpg|1200]] ## 011. 8858228588111252 - 所属主题：[[topics/121|#东财 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544552211154188) - 本地资源：[[assets/images/260612_1323__东财 _策略__8858228588111252.jpg|8858228588111252]] ![[assets/images/260612_1323__东财 _策略__8858228588111252.jpg|1200]] ## 012. 4848558488111828 - 所属主题：[[topics/122|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544552211154288) - 本地资源：[[assets/images/260612_1323__SpaceX__4848558488111828.jpg|4848558488111828]] ![[assets/images/260612_1323__SpaceX__4848558488111828.jpg|1200]] ## 013. 2858228588114581 - 所属主题：[[topics/123|#世界杯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255224411184852) - 本地资源：[[assets/images/260612_1321__世界杯__2858228588114581.jpg|2858228588114581]] ![[assets/images/260612_1321__世界杯__2858228588114581.jpg|1200]] ## 014. 4848558488115158 - 所属主题：[[topics/124|#互联网金融]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422441188855842) - 本地资源：[[assets/images/260612_1321__互联网金融__4848558488115158.jpg|4848558488115158]] ![[assets/images/260612_1321__互联网金融__4848558488115158.jpg|1200]] ## 015. 8858228588112152 - 所属主题：[[topics/125|#锡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255224411188481) - 本地资源：[[assets/images/260612_1321__锡__8858228588112152.jpg|8858228588112152]] ![[assets/images/260612_1321__锡__8858228588112152.jpg|1200]] ## 016. 4848558488115148 - 所属主题：[[topics/126|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522554488811544) - 本地资源：[[assets/images/260612_1321__小洪__4848558488115148.jpg|4848558488115148]] ![[assets/images/260612_1321__小洪__4848558488115148.jpg|1200]] ## 017. 4848558488115258 - 所属主题：[[topics/127|#东财 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544552211188448) - 本地资源：[[assets/images/260612_1320__东财 _策略__4848558488115258.jpg|4848558488115258]] ![[assets/images/260612_1320__东财 _策略__4848558488115258.jpg|1200]] ## 018. 2858228588112451 - 所属主题：[[topics/128|史上最大IPO，今晚见！ 今...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255224411151181) - 本地资源：[[assets/images/260612_1320_史上最大IPO，今晚见！ 今__2858228588112451.jpg|2858228588112451]] ![[assets/images/260612_1320_史上最大IPO，今晚见！ 今__2858228588112451.jpg|1200]] ## 019. 8858228588112822 - 所属主题：[[topics/129|#追觅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255224411151522) - 本地资源：[[assets/images/260612_1319__追觅__8858228588112822.jpg|8858228588112822]] ![[assets/images/260612_1319__追觅__8858228588112822.jpg|1200]] ## 020. 5121551211885184 - 所属主题：[[topics/129|#追觅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255224411151522) - 本地资源：[[assets/images/260612_1319__追觅__5121551211885184.jpg|5121551211885184]] ![[assets/images/260612_1319__追觅__5121551211885184.jpg|1200]] ## 021. 1525445255884552 - 所属主题：[[topics/131|#三井]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522554488442244) - 本地资源：[[assets/images/260612_1318__三井__1525445255884552.jpg|1525445255884552]] ![[assets/images/260612_1318__三井__1525445255884552.jpg|1200]] ## 022. 4848558488115448 - 所属主题：[[topics/132|#CCL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422441188148152) - 本地资源：[[assets/images/260612_1318__CCL__4848558488115448.jpg|4848558488115448]] ![[assets/images/260612_1318__CCL__4848558488115448.jpg|1200]] ## 023. 4848558488118188 - 所属主题：[[topics/134|特斯拉到访伯特利，伯特利拿到特斯拉机械制动、EPB项目定点，另双方就机器人滚珠丝杠及自动驾驶EMB下一步合作框架进行交流]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544552211252518) - 本地资源：[[assets/images/260612_1318_特斯拉到访伯特利，伯特利拿到特斯拉机械制动、EPB项目定点，另双方就机器人滚珠丝杠及自动驾驶EMB下__4848558488118188.jpg|4848558488118188]] ![[assets/images/260612_1318_特斯拉到访伯特利，伯特利拿到特斯拉机械制动、EPB项目定点，另双方就机器人滚珠丝杠及自动驾驶EMB下__4848558488118188.jpg|1200]] ## 024. 5121551211882884 - 所属主题：[[topics/135|#威腾电气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544552211252818) - 本地资源：[[assets/images/260612_1317__威腾电气__5121551211882884.jpg|5121551211882884]] ![[assets/images/260612_1317__威腾电气__5121551211882884.jpg|1200]] ## 025. 8858228582512842 - 所属主题：[[topics/162|【大中矿业 001203】算力金属锡核心标的，人民日报认证的“AI芯片刚需材料” 算力金属锡半年涨价40%，AI先进封装引爆需求，公司手握两大锡矿资源，受益行业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522554488185424) - 本地资源：[[assets/images/260612_1302_【大中矿业 001203】算力金属锡核心标的，人民日报认证的“AI芯片刚需材料” 算力金属锡半年涨价__8858228582512842.jpg|8858228582512842]] ![[assets/images/260612_1302_【大中矿业 001203】算力金属锡核心标的，人民日报认证的“AI芯片刚需材料” 算力金属锡半年涨价__8858228582512842.jpg|1200]] ## 026. 5121551228214244 - 所属主题：[[topics/204|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225848152441) - 本地资源：[[assets/images/260612_1036__小光__5121551228214244.jpg|5121551228214244]] ![[assets/images/260612_1036__小光__5121551228214244.jpg|1200]] ## 027. 5121551228214184 - 所属主题：[[topics/204|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225848152441) - 本地资源：[[assets/images/260612_1036__小光__5121551228214184.jpg|5121551228214184]] ![[assets/images/260612_1036__小光__5121551228214184.jpg|1200]] ## 028. 5121551228215444 - 所属主题：[[topics/208|#中航西飞]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225848155821) - 本地资源：[[assets/images/260612_1035__中航西飞__5121551228215444.jpg|5121551228215444]] ![[assets/images/260612_1035__中航西飞__5121551228215444.jpg|1200]] ## 029. 1525445228254482 - 所属主题：[[topics/212|众擎机器人概念股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552141484854) - 本地资源：[[assets/images/260612_1035_众擎机器人概念股__1525445228254482.jpg|1525445228254482]] ![[assets/images/260612_1035_众擎机器人概念股__1525445228254482.jpg|1200]] ## 030. 2858228551588281 - 所属主题：[[topics/214|#煤炭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552141485114) - 本地资源：[[assets/images/260612_1034__煤炭__2858228551588281.jpg|2858228551588281]] ![[assets/images/260612_1034__煤炭__2858228551588281.jpg|1200]] ## 031. 4848558442521248 - 所属主题：[[topics/219|#光刻机 #光刻胶]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422442548221242) - 本地资源：[[assets/images/260612_1002__光刻机 _光刻胶__4848558442521248.jpg|4848558442521248]] ![[assets/images/260612_1002__光刻机 _光刻胶__4848558442521248.jpg|1200]] ## 032. 8858228554241882 - 所属主题：[[topics/221|#康普化学 钼矿分离剂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225821552511) - 本地资源：[[assets/images/260612_1002__康普化学 钼矿分离剂__8858228554241882.jpg|8858228554241882]] ![[assets/images/260612_1002__康普化学 钼矿分离剂__8858228554241882.jpg|1200]] ## 033. 4848558442521828 - 所属主题：[[topics/221|#康普化学 钼矿分离剂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225821552511) - 本地资源：[[assets/images/260612_1002__康普化学 钼矿分离剂__4848558442521828.jpg|4848558442521828]] ![[assets/images/260612_1002__康普化学 钼矿分离剂__4848558442521828.jpg|1200]] ## 034. 5121551224548124 - 所属主题：[[topics/223|#西部超导]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552158222884) - 本地资源：[[assets/images/260612_1002__西部超导__5121551224548124.jpg|5121551224548124]] ![[assets/images/260612_1002__西部超导__5121551224548124.jpg|1200]] ## 035. 1525445221418212 - 所属主题：[[topics/224|#中航西飞]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552158222484) - 本地资源：[[assets/images/260612_1002__中航西飞__1525445221418212.jpg|1525445221418212]] ![[assets/images/260612_1002__中航西飞__1525445221418212.jpg|1200]] ## 036. 5121551224514854 - 所属主题：[[topics/230|#阿里巴巴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552154424484) - 本地资源：[[assets/images/260612_0950__阿里巴巴__5121551224514854.jpg|5121551224514854]] ![[assets/images/260612_0950__阿里巴巴__5121551224514854.jpg|1200]] ## 037. 8858228554284212 - 所属主题：[[topics/233|精研科技昨晚的调研，大超预期，光模块散热新材料]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552154558144) - 本地资源：[[assets/images/260612_0949_精研科技昨晚的调研，大超预期，光模块散热新材料__8858228554284212.jpg|8858228554284212]] ![[assets/images/260612_0949_精研科技昨晚的调研，大超预期，光模块散热新材料__8858228554284212.jpg|1200]] ## 038. 4848558442885428 - 所属主题：[[topics/249|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552155815544) - 本地资源：[[assets/images/260612_0931__小光__4848558442885428.jpg|4848558442885428]] ![[assets/images/260612_0931__小光__4848558442885428.jpg|1200]] ## 039. 8858228554854412 - 所属主题：[[topics/258|#钼]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422442544151282) - 本地资源：[[assets/images/260612_0928__钼__8858228554854412.jpg|8858228554854412]] ![[assets/images/260612_0928__钼__8858228554854412.jpg|1200]] ## 040. 2858228554854451 - 所属主题：[[topics/260|#泵浦激光器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554855285258) - 本地资源：[[assets/images/260612_0927__泵浦激光器__2858228554854451.jpg|2858228554854451]] ![[assets/images/260612_0927__泵浦激光器__2858228554854451.jpg|1200]] ## 041. 8858228554854242 - 所属主题：[[topics/261|#钨]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554855285548) - 本地资源：[[assets/images/260612_0927__钨__8858228554854242.jpg|8858228554854242]] ![[assets/images/260612_0927__钨__8858228554854242.jpg|1200]] ## 042. 8858228554584512 - 所属主题：[[topics/266|【湘潭电化】（EMD/二氧化锰/四氧化三锰/锰酸锂） ├─→ 锰基电极材料厂 → 锰基赝电容电极 └─→ 国瓷材料/风华高科（MLCC粉料）→ MLCC元器件]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255225822821252) - 本地资源：[[assets/images/260612_0919_【湘潭电化】（EMD 二氧化锰 四氧化三锰 锰酸锂） ├─→ 锰基电极材料厂 → 锰基赝电容电极 └__8858228554584512.jpg|8858228554584512]] ![[assets/images/260612_0919_【湘潭电化】（EMD 二氧化锰 四氧化三锰 锰酸锂） ├─→ 锰基电极材料厂 → 锰基赝电容电极 └__8858228554584512.jpg|1200]] ## 043. 5121551225885544 - 所属主题：[[topics/273|涨价汇总 MLCC：火炬电子，深圳华强，商络电子，洁美科技，三环集团，风华高科，国瓷材料 六氟化钨：日本钨粉断供逻辑，六氟化钨价格同比增长超过3倍， 中船特气，]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554858211448) - 本地资源：[[assets/images/260612_0910_涨价汇总 MLCC：火炬电子，深圳华强，商络电子，洁美科技，三环集团，风华高科，国瓷材料 六氟化钨：__5121551225885544.jpg|5121551225885544]] ![[assets/images/260612_0910_涨价汇总 MLCC：火炬电子，深圳华强，商络电子，洁美科技，三环集团，风华高科，国瓷材料 六氟化钨：__5121551225885544.jpg|1200]] ## 044. 1525445224882442 - 所属主题：[[topics/278|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255225825582212) - 本地资源：[[assets/images/260612_0908__红宝书__1525445224882442.jpg|1525445224882442]] ![[assets/images/260612_0908__红宝书__1525445224882442.jpg|1200]] ## 045. 4848558445114548 - 所属主题：[[topics/279|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225825588141) - 本地资源：[[assets/images/260612_0908__九点特供__4848558445114548.jpg|4848558445114548]] ![[assets/images/260612_0908__九点特供__4848558445114548.jpg|1200]] ## 046. 1525445224882582 - 所属主题：[[topics/281|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422442542252142) - 本地资源：[[assets/images/260612_0908__研选__1525445224882582.jpg|1525445224882582]] ![[assets/images/260612_0908__研选__1525445224882582.jpg|1200]] ## 047. 2858228552115541 - 所属主题：[[topics/283|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225825551181) - 本地资源：[[assets/images/260612_0908__电报解读__2858228552115541.jpg|2858228552115541]] ![[assets/images/260612_0908__电报解读__2858228552115541.jpg|1200]] ## 048. 4848558445114428 - 所属主题：[[topics/285|#电报解读 #半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225825554451) - 本地资源：[[assets/images/260612_0908__电报解读 _半导体__4848558445114428.jpg|4848558445114428]] ![[assets/images/260612_0908__电报解读 _半导体__4848558445114428.jpg|1200]] ## 049. 4848558445128148 - 所属主题：[[topics/296|#硫磺]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554881141128) - 本地资源：[[assets/images/260612_0905__硫磺__4848558445128148.jpg|4848558445128148]] ![[assets/images/260612_0905__硫磺__4848558445128148.jpg|1200]] ## 050. 8858228552148212 - 所属主题：[[topics/297|#高盛 #港股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255225881154442) - 本地资源：[[assets/images/260612_0905__高盛 _港股__8858228552148212.jpg|8858228552148212]] ![[assets/images/260612_0905__高盛 _港股__8858228552148212.jpg|1200]] ## 051. 2858228552148811 - 所属主题：[[topics/298|#沪深港通]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554881142818) - 本地资源：[[assets/images/260612_0905__沪深港通__2858228552148811.jpg|2858228552148811]] ![[assets/images/260612_0905__沪深港通__2858228552148811.jpg|1200]] ## 052. 5121551225841154 - 所属主题：[[topics/299|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225881152111) - 本地资源：[[assets/images/260612_0905__监管__5121551225841154.jpg|5121551225841154]] ![[assets/images/260612_0905__监管__5121551225841154.jpg|1200]] ## 053. 8858228552152152 - 所属主题：[[topics/301|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255225881411412) - 本地资源：[[assets/images/260612_0904__美股__8858228552152152.jpg|8858228552152152]] ![[assets/images/260612_0904__美股__8858228552152152.jpg|1200]] ## 054. 5121551225825284 - 所属主题：[[topics/305|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225881418111) - 本地资源：[[assets/images/260612_0903__ETF__5121551225825284.jpg|5121551225825284]] ![[assets/images/260612_0903__ETF__5121551225825284.jpg|1200]] ## 055. 5121551225825144 - 所属主题：[[topics/309|[烟花]近期资金面有一定的扰动，导致回购利率和债券利率小幅回升。我们认为并不影响债牛趋势，预计未来几个月利率仍会有一轮快速下行。背后逻辑是在目前传统经济走弱，融]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255225881444482) - 本地资源：[[assets/images/260612_0903__烟花_近期资金面有一定的扰动，导致回购利率和债券利率小幅回升。我们认为并不影响债牛趋势，预计未来几__5121551225825144.jpg|5121551225825144]] ![[assets/images/260612_0903__烟花_近期资金面有一定的扰动，导致回购利率和债券利率小幅回升。我们认为并不影响债牛趋势，预计未来几__5121551225825144.jpg|1200]] ## 056. 8858228552148552 - 所属主题：[[topics/309|[烟花]近期资金面有一定的扰动，导致回购利率和债券利率小幅回升。我们认为并不影响债牛趋势，预计未来几个月利率仍会有一轮快速下行。背后逻辑是在目前传统经济走弱，融]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255225881444482) - 本地资源：[[assets/images/260612_0903__烟花_近期资金面有一定的扰动，导致回购利率和债券利率小幅回升。我们认为并不影响债牛趋势，预计未来几__8858228552148552.jpg|8858228552148552]] ![[assets/images/260612_0903__烟花_近期资金面有一定的扰动，导致回购利率和债券利率小幅回升。我们认为并不影响债牛趋势，预计未来几__8858228552148552.jpg|1200]] ## 057. 2858228552158481 - 所属主题：[[topics/312|#燃机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225881448841) - 本地资源：[[assets/images/260612_0902__燃机__2858228552158481.jpg|2858228552158481]] ![[assets/images/260612_0902__燃机__2858228552158481.jpg|1200]] ## 058. 2858228552155411 - 所属主题：[[topics/313|#野村 #降息 #降准]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225881445181) - 本地资源：[[assets/images/260612_0902__野村 _降息 _降准__2858228552155411.jpg|2858228552155411]] ![[assets/images/260612_0902__野村 _降息 _降准__2858228552155411.jpg|1200]] ## 059. 4848558445884528 - 所属主题：[[topics/353|#陶瓷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552115848424) - 本地资源：[[assets/images/260612_0816__陶瓷__4848558445884528.jpg|4848558445884528]] ![[assets/images/260612_0816__陶瓷__4848558445884528.jpg|1200]] ## 060. 5121551225112544 - 所属主题：[[topics/353|#陶瓷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522552115848424) - 本地资源：[[assets/images/260612_0816__陶瓷__5121551225112544.jpg|5121551225112544]] ![[assets/images/260612_0816__陶瓷__5121551225112544.jpg|1200]] ## 061. 4848558445884558 - 所属主题：[[topics/355|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554885122818) - 本地资源：[[assets/images/260612_0815__监管__4848558445884558.jpg|4848558445884558]] ![[assets/images/260612_0815__监管__4848558445884558.jpg|1200]] ## 062. 5121551225112524 - 所属主题：[[topics/356|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225882144541) - 本地资源：[[assets/images/260612_0815__市场__5121551225112524.jpg|5121551225112524]] ![[assets/images/260612_0815__市场__5121551225112524.jpg|1200]] ## 063. 2858228552885521 - 所属主题：[[topics/358|【长江电新】 AI缺电更新： FERC审批通过PJM加速并网计划，预计6月底前发布全国性方案——看好变压器&储能&电源！ 1、#地区政策方面，6月10日FERC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554885128558) - 本地资源：[[assets/images/260612_0815_【长江电新】 AI缺电更新： FERC审批通过PJM加速并网计划，预计6月底前发布全国性方案——看好__2858228552885521.jpg|2858228552885521]] ![[assets/images/260612_0815_【长江电新】 AI缺电更新： FERC审批通过PJM加速并网计划，预计6月底前发布全国性方案——看好__2858228552885521.jpg|1200]] ## 064. 4848558445841428 - 所属主题：[[topics/359|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554885124258) - 本地资源：[[assets/images/260612_0814__SpaceX__4848558445841428.jpg|4848558445841428]] ![[assets/images/260612_0814__SpaceX__4848558445841428.jpg|1200]] ## 065. 8858228552854122 - 所属主题：[[topics/362|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554885151418) - 本地资源：[[assets/images/260612_0814__伊朗__8858228552854122.jpg|8858228552854122]] ![[assets/images/260612_0814__伊朗__8858228552854122.jpg|1200]] ## 066. 1525445224521882 - 所属主题：[[topics/362|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554885151418) - 本地资源：[[assets/images/260612_0814__伊朗__1525445224521882.jpg|1525445224521882]] ![[assets/images/260612_0814__伊朗__1525445224521882.jpg|1200]] ## 067. 2858228552854111 - 所属主题：[[topics/362|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554885151418) - 本地资源：[[assets/images/260612_0814__伊朗__2858228552854111.jpg|2858228552854111]] ![[assets/images/260612_0814__伊朗__2858228552854111.jpg|1200]] ## 068. 8858228552851522 - 所属主题：[[topics/362|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544554885151418) - 本地资源：[[assets/images/260612_0814__伊朗__8858228552851522.jpg|8858228552851522]] ![[assets/images/260612_0814__伊朗__8858228552851522.jpg|1200]] ## 069. 8858228552854882 - 所属主题：[[topics/368|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255225882128241) - 本地资源：[[assets/images/260612_0812__SpaceX__8858228552854882.jpg|8858228552854882]] ![[assets/images/260612_0812__SpaceX__8858228552854882.jpg|1200]] ## 070. 5121551225124124 - 所属主题：[[topics/371|❗️ SpaceX 6月12日IPO，定价135美元、估值1.75万亿，商业航天迎爆发！ #今晚美股商业航天板块爆发，SpaceX获4倍超额认购，全球卫星互联网]] - 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