--- date: 2026-06-15 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-06-15 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. 1525445488584112 - 所属主题：[[topics/017|#东北 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558841524454) - 本地资源：[[assets/images/260615_2244__东北 _存储__1525445488584112.jpg|1525445488584112]] ![[assets/images/260615_2244__东北 _存储__1525445488584112.jpg|1200]] ## 002. 1525445488584582 - 所属主题：[[topics/019|#功率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551128542858) - 本地资源：[[assets/images/260615_2243__功率__1525445488584582.jpg|1525445488584582]] ![[assets/images/260615_2243__功率__1525445488584582.jpg|1200]] ## 003. 8858228211815112 - 所属主题：[[topics/020|#瑞银 #汽车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221148258412) - 本地资源：[[assets/images/260615_2243__瑞银 _汽车__8858228211815112.jpg|8858228211815112]] ![[assets/images/260615_2243__瑞银 _汽车__8858228211815112.jpg|1200]] ## 004. 1525445488582482 - 所属主题：[[topics/021|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551128548828) - 本地资源：[[assets/images/260615_2242__霍尔木兹海峡__1525445488582482.jpg|1525445488582482]] ![[assets/images/260615_2242__霍尔木兹海峡__1525445488582482.jpg|1200]] ## 005. 8858228211841252 - 所属主题：[[topics/022|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221148811241) - 本地资源：[[assets/images/260615_2241__小光__8858228211841252.jpg|8858228211841252]] ![[assets/images/260615_2241__小光__8858228211841252.jpg|1200]] ## 006. 5121551588148214 - 所属主题：[[topics/023|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551128811458) - 本地资源：[[assets/images/260615_2241__伊朗__5121551588148214.jpg|5121551588148214]] ![[assets/images/260615_2241__伊朗__5121551588148214.jpg|1200]] ## 007. 1525445488518222 - 所属主题：[[topics/024|#中际旭创]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551128812128) - 本地资源：[[assets/images/260615_2241__中际旭创__1525445488518222.jpg|1525445488518222]] ![[assets/images/260615_2241__中际旭创__1525445488518222.jpg|1200]] ## 008. 5121551588144814 - 所属主题：[[topics/025|#铜箔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448815581142) - 本地资源：[[assets/images/260615_2241__铜箔__5121551588144814.jpg|5121551588144814]] ![[assets/images/260615_2241__铜箔__5121551588144814.jpg|1200]] ## 009. 4848558511822528 - 所属主题：[[topics/026|#燧原科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221148881111) - 本地资源：[[assets/images/260615_2240__燧原科技__4848558511822528.jpg|4848558511822528]] ![[assets/images/260615_2240__燧原科技__4848558511822528.jpg|1200]] ## 010. 5121551588144524 - 所属主题：[[topics/027|端午节前后上证指数历史上涨概率 节前2日上涨概率更低，约17% 节后一周是"端午魔咒"最明显时段，上涨概率常不足两成，仅2009年、2019年等少数年份红盘]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221148881152) - 本地资源：[[assets/images/260615_2240_端午节前后上证指数历史上涨概率 节前2日上涨概率更低，约17% 节后一周是 端午魔咒 最明显时段，上__5121551588144524.jpg|5121551588144524]] ![[assets/images/260615_2240_端午节前后上证指数历史上涨概率 节前2日上涨概率更低，约17% 节后一周是 端午魔咒 最明显时段，上__5121551588144524.jpg|1200]] ## 011. 8858228211842542 - 所属主题：[[topics/029|MLCC 市场正在发生什么 首先，MLCC 整体市场规模为 150 亿美元。服务器用 MLCC 在 2025 年是一个 13 亿美元的市场（AI 服务器 6 亿]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558841118144) - 本地资源：[[assets/images/260615_2240_MLCC 市场正在发生什么 首先，MLCC 整体市场规模为 150 亿美元。服务器用 MLCC 在__8858228211842542.jpg|8858228211842542]] ![[assets/images/260615_2240_MLCC 市场正在发生什么 首先，MLCC 整体市场规模为 150 亿美元。服务器用 MLCC 在__8858228211842542.jpg|1200]] ## 012. 8858228211844822 - 所属主题：[[topics/029|MLCC 市场正在发生什么 首先，MLCC 整体市场规模为 150 亿美元。服务器用 MLCC 在 2025 年是一个 13 亿美元的市场（AI 服务器 6 亿]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558841118144) - 本地资源：[[assets/images/260615_2240_MLCC 市场正在发生什么 首先，MLCC 整体市场规模为 150 亿美元。服务器用 MLCC 在__8858228211844822.jpg|8858228211844822]] ![[assets/images/260615_2240_MLCC 市场正在发生什么 首先，MLCC 整体市场规模为 150 亿美元。服务器用 MLCC 在__8858228211844822.jpg|1200]] ## 013. 2858228218854881 - 所属主题：[[topics/067|永和股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558851451224) - 本地资源：[[assets/images/260615_2028_永和股份__2858228218854881.jpg|2858228218854881]] ![[assets/images/260615_2028_永和股份__2858228218854881.jpg|1200]] ## 014. 1525445485528552 - 所属主题：[[topics/067|永和股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558851451224) - 本地资源：[[assets/images/260615_2028_永和股份__1525445485528552.jpg|1525445485528552]] ![[assets/images/260615_2028_永和股份__1525445485528552.jpg|1200]] ## 015. 2858228218855541 - 所属主题：[[topics/070|#机构调研 #有研粉材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448845412852) - 本地资源：[[assets/images/260615_2023__机构调研 _有研粉材__2858228218855541.jpg|2858228218855541]] ![[assets/images/260615_2023__机构调研 _有研粉材__2858228218855541.jpg|1200]] ## 016. 8858228218514222 - 所属主题：[[topics/071|#风口研报 #远东股份 #飞荣...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448845448412) - 本地资源：[[assets/images/260615_2022__风口研报 _远东股份 _飞荣__8858228218514222.jpg|8858228218514222]] ![[assets/images/260615_2022__风口研报 _远东股份 _飞荣__8858228218514222.jpg|1200]] ## 017. 4848558518412218 - 所属主题：[[topics/071|#风口研报 #远东股份 #飞荣...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448845448412) - 本地资源：[[assets/images/260615_2022__风口研报 _远东股份 _飞荣__4848558518412218.jpg|4848558518412218]] ![[assets/images/260615_2022__风口研报 _远东股份 _飞荣__4848558518412218.jpg|1200]] ## 018. 5121551581245184 - 所属主题：[[topics/072|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221128222511) - 本地资源：[[assets/images/260615_2021__市场__5121551581245184.jpg|5121551581245184]] ![[assets/images/260615_2021__市场__5121551581245184.jpg|1200]] ## 019. 2858228218544121 - 所属主题：[[topics/072|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221128222511) - 本地资源：[[assets/images/260615_2021__市场__2858228218544121.jpg|2858228218544121]] ![[assets/images/260615_2021__市场__2858228218544121.jpg|1200]] ## 020. 5121551581281814 - 所属主题：[[topics/073|#传媒 #福克斯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558851552244) - 本地资源：[[assets/images/260615_2020__传媒 _福克斯__5121551581281814.jpg|5121551581281814]] ![[assets/images/260615_2020__传媒 _福克斯__5121551581281814.jpg|1200]] ## 021. 4848558518418588 - 所属主题：[[topics/074|【117万元急拉创业板ETF富国尾盘涨停 明日紧急停牌】今日尾盘，创业板ETF富国迅速拉升，收盘涨停，涨幅达20.03%，二级市场溢价率达14.18%。数据显示]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558851518524) - 本地资源：[[assets/images/260615_2019_【117万元急拉创业板ETF富国尾盘涨停 明日紧急停牌】今日尾盘，创业板ETF富国迅速拉升，收盘涨停__4848558518418588.jpg|4848558518418588]] ![[assets/images/260615_2019_【117万元急拉创业板ETF富国尾盘涨停 明日紧急停牌】今日尾盘，创业板ETF富国迅速拉升，收盘涨停__4848558518418588.jpg|1200]] ## 022. 4848558518418458 - 所属主题：[[topics/075|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221128282111) - 本地资源：[[assets/images/260615_2018__航天航空__4848558518418458.jpg|4848558518418458]] ![[assets/images/260615_2018__航天航空__4848558518418458.jpg|1200]] ## 023. 2858228218518851 - 所属主题：[[topics/075|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221128282111) - 本地资源：[[assets/images/260615_2018__航天航空__2858228218518851.jpg|2858228218518851]] ![[assets/images/260615_2018__航天航空__2858228218518851.jpg|1200]] ## 024. 5121551581282884 - 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/45544551158585188) - 本地资源：[[assets/images/260615_2018__胜宏科技__5121551581282884.jpg|5121551581282884]] ![[assets/images/260615_2018__胜宏科技__5121551581282884.jpg|1200]] ## 025. 1525445485218152 - 所属主题：[[topics/077|#白毛]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551158588848) - 本地资源：[[assets/images/260615_2017__白毛__1525445485218152.jpg|1525445485218152]] ![[assets/images/260615_2017__白毛__1525445485218152.jpg|1200]] ## 026. 4848558518421418 - 所属主题：[[topics/078|#溜溜梅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551158541888) - 本地资源：[[assets/images/260615_2016__溜溜梅__4848558518421418.jpg|4848558518421418]] ![[assets/images/260615_2016__溜溜梅__4848558518421418.jpg|1200]] ## 027. 5121551581248224 - 所属主题：[[topics/079|【今日投资舆情热点】 1）有色金属：国家统计局数据显示，人工智能与各领域深度融合，算力需求增长等带动有色金属、电气机械和计算机相关行业价格上涨。 2）PCB：机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448845421152) - 本地资源：[[assets/images/260615_2015_【今日投资舆情热点】 1）有色金属：国家统计局数据显示，人工智能与各领域深度融合，算力需求增长等带动__5121551581248224.jpg|5121551581248224]] ![[assets/images/260615_2015_【今日投资舆情热点】 1）有色金属：国家统计局数据显示，人工智能与各领域深度融合，算力需求增长等带动__5121551581248224.jpg|1200]] ## 028. 8858228218542122 - 所属主题：[[topics/080|#高盛 #韩股 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221128254541) - 本地资源：[[assets/images/260615_2015__高盛 _韩股 _市场__8858228218542122.jpg|8858228218542122]] ![[assets/images/260615_2015__高盛 _韩股 _市场__8858228218542122.jpg|1200]] ## 029. 1525445485211252 - 所属主题：[[topics/080|#高盛 #韩股 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221128254541) - 本地资源：[[assets/images/260615_2015__高盛 _韩股 _市场__1525445485211252.jpg|1525445485211252]] ![[assets/images/260615_2015__高盛 _韩股 _市场__1525445485211252.jpg|1200]] ## 030. 5121551581245444 - 所属主题：[[topics/081|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448845424242) - 本地资源：[[assets/images/260615_2015__存储__5121551581245444.jpg|5121551581245444]] ![[assets/images/260615_2015__存储__5121551581245444.jpg|1200]] ## 031. 4848558518425828 - 所属主题：[[topics/082|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448858115512) - 本地资源：[[assets/images/260615_2014__PCB__4848558518425828.jpg|4848558518425828]] ![[assets/images/260615_2014__PCB__4848558518425828.jpg|1200]] ## 032. 5121551581245124 - 所属主题：[[topics/083|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448858115282) - 本地资源：[[assets/images/260615_2014__SpaceX__5121551581245124.jpg|5121551581245124]] ![[assets/images/260615_2014__SpaceX__5121551581245124.jpg|1200]] ## 033. 8858228218542522 - 所属主题：[[topics/084|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221181445122) - 本地资源：[[assets/images/260615_2014__市场__8858228218542522.jpg|8858228218542522]] ![[assets/images/260615_2014__市场__8858228218542522.jpg|1200]] ## 034. 4848558518425448 - 所属主题：[[topics/085|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551181224148) - 本地资源：[[assets/images/260615_2014__美国__4848558518425448.jpg|4848558518425448]] ![[assets/images/260615_2014__美国__4848558518425448.jpg|1200]] ## 035. 2858228218545241 - 所属主题：[[topics/086|#乐一乐]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558818454884) - 本地资源：[[assets/images/260615_2013__乐一乐__2858228218545241.jpg|2858228218545241]] ![[assets/images/260615_2013__乐一乐__2858228218545241.jpg|1200]] ## 036. 4848558518424458 - 所属主题：[[topics/087|#小红书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221181422551) - 本地资源：[[assets/images/260615_2011__小红书__4848558518424458.jpg|4848558518424458]] ![[assets/images/260615_2011__小红书__4848558518424458.jpg|1200]] ## 037. 4848558518425248 - 所属主题：[[topics/087|#小红书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221181422551) - 本地资源：[[assets/images/260615_2011__小红书__4848558518425248.jpg|4848558518425248]] ![[assets/images/260615_2011__小红书__4848558518425248.jpg|1200]] ## 038. 4848558518451148 - 所属主题：[[topics/088|#辉芒微]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551181258188) - 本地资源：[[assets/images/260615_2011__辉芒微__4848558518451148.jpg|4848558518451148]] ![[assets/images/260615_2011__辉芒微__4848558518451148.jpg|1200]] ## 039. 2858228218524411 - 所属主题：[[topics/089|#海康威视]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558818451114) - 本地资源：[[assets/images/260615_2011__海康威视__2858228218524411.jpg|2858228218524411]] ![[assets/images/260615_2011__海康威视__2858228218524411.jpg|1200]] ## 040. 2858228242512841 - 所属主题：[[topics/130|#MPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558424521844) - 本地资源：[[assets/images/260615_1445__MPO__2858228242512841.jpg|2858228242512841]] ![[assets/images/260615_1445__MPO__2858228242512841.jpg|1200]] ## 041. 8858228242512882 - 所属主题：[[topics/131|#硫磺]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558424521414) - 本地资源：[[assets/images/260615_1445__硫磺__8858228242512882.jpg|8858228242512882]] ![[assets/images/260615_1445__硫磺__8858228242512882.jpg|1200]] ## 042. 4848558525414828 - 所属主题：[[topics/135|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448121551522) - 本地资源：[[assets/images/260615_1442__台积电__4848558525414828.jpg|4848558525414828]] ![[assets/images/260615_1442__台积电__4848558525414828.jpg|1200]] ## 043. 4848558525415428 - 所属主题：[[topics/135|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448121551522) - 本地资源：[[assets/images/260615_1442__台积电__4848558525415428.jpg|4848558525415428]] ![[assets/images/260615_1442__台积电__4848558525415428.jpg|1200]] ## 044. 4848558525414888 - 所属主题：[[topics/137|inP衬底环节的核心工艺流程、技术难点及对应关键设备梳理]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558424115844) - 本地资源：[[assets/images/260615_1442_inP衬底环节的核心工艺流程、技术难点及对应关键设备梳理__4848558525414888.jpg|4848558525414888]] ![[assets/images/260615_1442_inP衬底环节的核心工艺流程、技术难点及对应关键设备梳理__4848558525414888.jpg|1200]] ## 045. 8858228248284212 - 所属主题：[[topics/167|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221211154822) - 本地资源：[[assets/images/260615_1329__小光__8858228248284212.jpg|8858228248284212]] ![[assets/images/260615_1329__小光__8858228248284212.jpg|1200]] ## 046. 4848558528585858 - 所属主题：[[topics/170|#风口研报 #三祥新材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221211411151) - 本地资源：[[assets/images/260615_1327__风口研报 _三祥新材__4848558528585858.jpg|4848558528585858]] ![[assets/images/260615_1327__风口研报 _三祥新材__4848558528585858.jpg|1200]] ## 047. 2858228248282521 - 所属主题：[[topics/171|#机构调研 #精研科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448488188522) - 本地资源：[[assets/images/260615_1327__机构调研 _精研科技__2858228248282521.jpg|2858228248282521]] ![[assets/images/260615_1327__机构调研 _精研科技__2858228248282521.jpg|1200]] ## 048. 4848558528588288 - 所属主题：[[topics/172|#风口研报 #悦安新材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551511215488) - 本地资源：[[assets/images/260615_1326__风口研报 _悦安新材__4848558528588288.jpg|4848558528588288]] ![[assets/images/260615_1326__风口研报 _悦安新材__4848558528588288.jpg|1200]] ## 049. 5121551541528424 - 所属主题：[[topics/173|#三星新材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221211448221) - 本地资源：[[assets/images/260615_1324__三星新材__5121551541528424.jpg|5121551541528424]] ![[assets/images/260615_1324__三星新材__5121551541528424.jpg|1200]] ## 050. 5121551541528454 - 所属主题：[[topics/173|#三星新材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221211448221) - 本地资源：[[assets/images/260615_1324__三星新材__5121551541528454.jpg|5121551541528454]] ![[assets/images/260615_1324__三星新材__5121551541528454.jpg|1200]] ## 051. 4848558528541488 - 所属主题：[[topics/174|#MPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221211211211) - 本地资源：[[assets/images/260615_1322__MPO__4848558528541488.jpg|4848558528541488]] ![[assets/images/260615_1322__MPO__4848558528541488.jpg|1200]] ## 052. 5121551541528214 - 所属主题：[[topics/174|#MPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221211211211) - 本地资源：[[assets/images/260615_1322__MPO__5121551541528214.jpg|5121551541528214]] ![[assets/images/260615_1322__MPO__5121551541528214.jpg|1200]] ## 053. 4848558528541458 - 所属主题：[[topics/174|#MPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221211211211) - 本地资源：[[assets/images/260615_1322__MPO__4848558528541458.jpg|4848558528541458]] ![[assets/images/260615_1322__MPO__4848558528541458.jpg|1200]] ## 054. 2858228248251281 - 所属主题：[[topics/174|#MPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221211211211) - 本地资源：[[assets/images/260615_1322__MPO__2858228248251281.jpg|2858228248251281]] ![[assets/images/260615_1322__MPO__2858228248251281.jpg|1200]] ## 055. 5121551541524284 - 所属主题：[[topics/175|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551511512848) - 本地资源：[[assets/images/260615_1322__MLCC__5121551541524284.jpg|5121551541524284]] ![[assets/images/260615_1322__MLCC__5121551541524284.jpg|1200]] ## 056. 1525445415424812 - 所属主题：[[topics/176|#磷化铟]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551511515828) - 本地资源：[[assets/images/260615_1322__磷化铟__1525445415424812.jpg|1525445415424812]] ![[assets/images/260615_1322__磷化铟__1525445415424812.jpg|1200]] ## 057. 2858228248252481 - 所属主题：[[topics/179|#中信证券 #烽火通信]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551511514418) - 本地资源：[[assets/images/260615_1321__中信证券 _烽火通信__2858228248252481.jpg|2858228248252481]] ![[assets/images/260615_1321__中信证券 _烽火通信__2858228248252481.jpg|1200]] ## 058. 4848558528545518 - 所属主题：[[topics/181|#字节跳动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448488418212) - 本地资源：[[assets/images/260615_1321__字节跳动__4848558528545518.jpg|4848558528545518]] ![[assets/images/260615_1321__字节跳动__4848558528545518.jpg|1200]] ## 059. 5121551541525524 - 所属主题：[[topics/182|#永冠新材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221211244451) - 本地资源：[[assets/images/260615_1321__永冠新材__5121551541525524.jpg|5121551541525524]] ![[assets/images/260615_1321__永冠新材__5121551541525524.jpg|1200]] ## 060. 5121551541525154 - 所属主题：[[topics/184|今年至今最好的还是上海和深圳，上海低总价持续稳定，深圳高总价在改善，苏州低总价有企稳趋势，其他城市依然较弱，具体: 1、上海：500万以下房源整体企稳，6月14]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448488414522) - 本地资源：[[assets/images/260615_1320_今年至今最好的还是上海和深圳，上海低总价持续稳定，深圳高总价在改善，苏州低总价有企稳趋势，其他城市依__5121551541525154.jpg|5121551541525154]] ![[assets/images/260615_1320_今年至今最好的还是上海和深圳，上海低总价持续稳定，深圳高总价在改善，苏州低总价有企稳趋势，其他城市依__5121551541525154.jpg|1200]] ## 061. 2858228248252511 - 所属主题：[[topics/186|[太阳]【华泰地产】二手房重点数据周度跟踪-W23 [玫瑰]二手房边际挂牌价：本周84城冰山指数月环比-0.51%（上周-0.54%），一线、二线、三线城市月环]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558588541484) - 本地资源：[[assets/images/260615_1320__太阳_【华泰地产】二手房重点数据周度跟踪-W23 _玫瑰_二手房边际挂牌价：本周84城冰山指数月环__2858228248252511.jpg|2858228248252511]] ![[assets/images/260615_1320__太阳_【华泰地产】二手房重点数据周度跟踪-W23 _玫瑰_二手房边际挂牌价：本周84城冰山指数月环__2858228248252511.jpg|1200]] ## 062. 5121551554148884 - 所属主题：[[topics/278|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558541145544) - 本地资源：[[assets/images/260615_1030__小光__5121551554148884.jpg|5121551554148884]] ![[assets/images/260615_1030__小光__5121551554148884.jpg|1200]] ## 063. 4848558552821528 - 所属主题：[[topics/286|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221248858542) - 本地资源：[[assets/images/260615_1029__伊朗__4848558552821528.jpg|4848558552821528]] ![[assets/images/260615_1029__伊朗__4848558552821528.jpg|1200]] ## 064. 2858228224841821 - 所属主题：[[topics/288|#西陇科学]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221248855412) - 本地资源：[[assets/images/260615_1029__西陇科学__2858228224841821.jpg|2858228224841821]] ![[assets/images/260615_1029__西陇科学__2858228224841821.jpg|1200]] ## 065. 5121551554148284 - 所属主题：[[topics/291|#摩根大通 #智谱]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558541288224) - 本地资源：[[assets/images/260615_1028__摩根大通 _智谱__5121551554148284.jpg|5121551554148284]] ![[assets/images/260615_1028__摩根大通 _智谱__5121551554148284.jpg|1200]] ## 066. 2858228224842121 - 所属主题：[[topics/294|#电源]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221248512582) - 本地资源：[[assets/images/260615_1028__电源__2858228224842121.jpg|2858228224842121]] ![[assets/images/260615_1028__电源__2858228224842121.jpg|1200]] ## 067. 1525445441514842 - 所属主题：[[topics/296|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221248518241) - 本地资源：[[assets/images/260615_1027__伊朗__1525445441514842.jpg|1525445441514842]] ![[assets/images/260615_1027__伊朗__1525445441514842.jpg|1200]] ## 068. 2858228224842481 - 所属主题：[[topics/299|#国联 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558541282284) - 本地资源：[[assets/images/260615_1027__国联 _策略__2858228224842481.jpg|2858228224842481]] ![[assets/images/260615_1027__国联 _策略__2858228224842481.jpg|1200]] ## 069. 5121551554145484 - 所属主题：[[topics/299|#国联 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558541282284) - 本地资源：[[assets/images/260615_1027__国联 _策略__5121551554145484.jpg|5121551554145484]] ![[assets/images/260615_1027__国联 _策略__5121551554145484.jpg|1200]] ## 070. 2858228224842841 - 所属主题：[[topics/301|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558541244124) - 本地资源：[[assets/images/260615_1027__小洪__2858228224842841.jpg|2858228224842841]] ![[assets/images/260615_1027__小洪__2858228224842841.jpg|1200]] ## 071. 2858228224842811 - 所属主题：[[topics/301|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558541244124) - 本地资源：[[assets/images/260615_1027__小洪__2858228224842811.jpg|2858228224842811]] ![[assets/images/260615_1027__小洪__2858228224842811.jpg|1200]] ## 072. 5121551554145114 - 所属主题：[[topics/303|智谱大涨15%，智谱概念股汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221248542452) - 本地资源：[[assets/images/260615_1026_智谱大涨15%，智谱概念股汇总__5121551554145114.jpg|5121551554145114]] ![[assets/images/260615_1026_智谱大涨15%，智谱概念股汇总__5121551554145114.jpg|1200]] ## 073. 8858228224842542 - 所属主题：[[topics/305|#东财 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551528428858) - 本地资源：[[assets/images/260615_1026__东财 _策略__8858228224842542.jpg|8858228224842542]] ![[assets/images/260615_1026__东财 _策略__8858228224842542.jpg|1200]] ## 074. 8858228224848542 - 所属主题：[[topics/309|炬光科技千亿市值的底气 1.大陆光学领域第一个台积电合作订单 里程碑意义 2.由黑转白，卡位台积电核心环节，对标罗博特科25年6月 3.推动边缘耦合产业化落地可]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551528451558) - 本地资源：[[assets/images/260615_1026_炬光科技千亿市值的底气 1.大陆光学领域第一个台积电合作订单 里程碑意义 2.由黑转白，卡位台积电核__8858228224848542.jpg|8858228224848542]] ![[assets/images/260615_1026_炬光科技千亿市值的底气 1.大陆光学领域第一个台积电合作订单 里程碑意义 2.由黑转白，卡位台积电核__8858228224848542.jpg|1200]] ## 075. 8858228224848552 - 所属主题：[[topics/311|近一周公募基金大幅加仓的行业有：电子 汽车 非银金融 农林牧渔 其中电子 非银金融 农林牧渔 已经连续出现加仓 近一周公募基金大幅减仓的行业有：医药 传媒 食饮]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558541258254) - 本地资源：[[assets/images/260615_1025_近一周公募基金大幅加仓的行业有：电子 汽车 非银金融 农林牧渔 其中电子 非银金融 农林牧渔 已经连__8858228224848552.jpg|8858228224848552]] ![[assets/images/260615_1025_近一周公募基金大幅加仓的行业有：电子 汽车 非银金融 农林牧渔 其中电子 非银金融 农林牧渔 已经连__8858228224848552.jpg|1200]] ## 076. 1525445444185582 - 所属主题：[[topics/345|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221222281821) - 本地资源：[[assets/images/260615_0932__MLCC__1525445444185582.jpg|1525445444185582]] ![[assets/images/260615_0932__MLCC__1525445444185582.jpg|1200]] ## 077. 8858228222418882 - 所属主题：[[topics/346|#电子布]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221222281581) - 本地资源：[[assets/images/260615_0932__电子布__8858228222418882.jpg|8858228222418882]] ![[assets/images/260615_0932__电子布__8858228222418882.jpg|1200]] ## 078. 2858228222444821 - 所属主题：[[topics/353|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221222825582) - 本地资源：[[assets/images/260615_0929__小光__2858228222444821.jpg|2858228222444821]] ![[assets/images/260615_0929__小光__2858228222444821.jpg|1200]] ## 079. 1525445444485442 - 所属主题：[[topics/361|#伊朗 #基建]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558551844454) - 本地资源：[[assets/images/260615_0921__伊朗 _基建__1525445444485442.jpg|1525445444485442]] ![[assets/images/260615_0921__伊朗 _基建__1525445444485442.jpg|1200]] ## 080. 2858228222218221 - 所属主题：[[topics/361|#伊朗 #基建]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558551844454) - 本地资源：[[assets/images/260615_0921__伊朗 _基建__2858228222218221.jpg|2858228222218221]] ![[assets/images/260615_0921__伊朗 _基建__2858228222218221.jpg|1200]] ## 081. 1525445444414452 - 所属主题：[[topics/370|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448445114282) - 本地资源：[[assets/images/260615_0917__霍尔木兹海峡__1525445444414452.jpg|1525445444414452]] ![[assets/images/260615_0917__霍尔木兹海峡__1525445444414452.jpg|1200]] ## 082. 8858228222242882 - 所属主题：[[topics/373|PCB上游材料&设备重点跟踪标的一览东北计算机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558551442424) - 本地资源：[[assets/images/260615_0917_PCB上游材料&设备重点跟踪标的一览东北计算机__8858228222242882.jpg|8858228222242882]] ![[assets/images/260615_0917_PCB上游材料&设备重点跟踪标的一览东北计算机__8858228222242882.jpg|1200]] ## 083. 1525445444445282 - 所属主题：[[topics/378|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558551184544) - 本地资源：[[assets/images/260615_0910__红宝书__1525445444445282.jpg|1525445444445282]] ![[assets/images/260615_0910__红宝书__1525445444445282.jpg|1200]] ## 084. 5121551555552884 - 所属主题：[[topics/382|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558551181554) - 本地资源：[[assets/images/260615_0910__市场__5121551555552884.jpg|5121551555552884]] ![[assets/images/260615_0910__市场__5121551555552884.jpg|1200]] ## 085. 4848558555554158 - 所属主题：[[topics/383|#支付宝]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221228815812) - 本地资源：[[assets/images/260615_0910__支付宝__4848558555554158.jpg|4848558555554158]] ![[assets/images/260615_0910__支付宝__4848558555554158.jpg|1200]] ## 086. 2858228222225221 - 所属主题：[[topics/387|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551558825818) - 本地资源：[[assets/images/260615_0909__市场__2858228222225221.jpg|2858228222225221]] ![[assets/images/260615_0909__市场__2858228222225221.jpg|1200]] ## 087. 5121551555514584 - 所属主题：[[topics/390|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221228512251) - 本地资源：[[assets/images/260615_0908__监管__5121551555514584.jpg|5121551555514584]] ![[assets/images/260615_0908__监管__5121551555514584.jpg|1200]] ## 088. 4848558555585418 - 所属主题：[[topics/391|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558551244144) - 本地资源：[[assets/images/260615_0907__美股__4848558555585418.jpg|4848558555585418]] ![[assets/images/260615_0907__美股__4848558555585418.jpg|1200]] ## 089. 4848558555824258 - 所属主题：[[topics/403|#经济 #消费]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551581855548) - 本地资源：[[assets/images/260615_0903__经济 _消费__4848558555824258.jpg|4848558555824258]] ![[assets/images/260615_0903__经济 _消费__4848558555824258.jpg|1200]] ## 090. 2858228222845451 - 所属主题：[[topics/404|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221281822582) - 本地资源：[[assets/images/260615_0902__美联储__2858228222845451.jpg|2858228222845451]] ![[assets/images/260615_0902__美联储__2858228222845451.jpg|1200]] ## 091. 5121551551441514 - 所属主题：[[topics/479|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221288142882) - 本地资源：[[assets/images/260615_0753__监管__5121551551441514.jpg|5121551551441514]] ![[assets/images/260615_0753__监管__5121551551441514.jpg|1200]] ## 092. 5121551551441524 - 所属主题：[[topics/480|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422448455814212) - 本地资源：[[assets/images/260615_0753__市场__5121551551441524.jpg|5121551551441524]] ![[assets/images/260615_0753__市场__5121551551441524.jpg|1200]] ## 093. 5121551551441114 - 所属主题：[[topics/485|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255221288145842) - 本地资源：[[assets/images/260615_0752__彭博新闻 _市场__5121551551441114.jpg|5121551551441114]] ![[assets/images/260615_0752__彭博新闻 _市场__5121551551441114.jpg|1200]] ## 094. 2858228228445251 - 所属主题：[[topics/487|#霍尔木兹海峡 #原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558511842284) - 本地资源：[[assets/images/260615_0752__霍尔木兹海峡 _原油__2858228228445251.jpg|2858228228445251]] ![[assets/images/260615_0752__霍尔木兹海峡 _原油__2858228228445251.jpg|1200]] ## 095. 8858228228421482 - 所属主题：[[topics/492|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221288121251) - 本地资源：[[assets/images/260615_0751__伊朗__8858228228421482.jpg|8858228228421482]] ![[assets/images/260615_0751__伊朗__8858228228421482.jpg|1200]] ## 096. 8858228228421442 - 所属主题：[[topics/492|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221288121251) - 本地资源：[[assets/images/260615_0751__伊朗__8858228228421442.jpg|8858228228421442]] ![[assets/images/260615_0751__伊朗__8858228228421442.jpg|1200]] ## 097. 5121551551458814 - 所属主题：[[topics/492|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221288121251) - 本地资源：[[assets/images/260615_0751__伊朗__5121551551458814.jpg|5121551551458814]] ![[assets/images/260615_0751__伊朗__5121551551458814.jpg|1200]] ## 098. 4848558558224428 - 所属主题：[[topics/492|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221288121251) - 本地资源：[[assets/images/260615_0751__伊朗__4848558558224428.jpg|4848558558224428]] ![[assets/images/260615_0751__伊朗__4848558558224428.jpg|1200]] ## 099. 2858228228445541 - 所属主题：[[topics/492|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221288121251) - 本地资源：[[assets/images/260615_0751__伊朗__2858228228445541.jpg|2858228228445541]] ![[assets/images/260615_0751__伊朗__2858228228445541.jpg|1200]] ## 100. 2858228228445811 - 所属主题：[[topics/492|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221288121251) - 本地资源：[[assets/images/260615_0751__伊朗__2858228228445811.jpg|2858228228445811]] ![[assets/images/260615_0751__伊朗__2858228228445811.jpg|1200]] ## 101. 2858228228421411 - 所属主题：[[topics/497|#金属]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558511855854) - 本地资源：[[assets/images/260615_0750__金属__2858228228421411.jpg|2858228228421411]] ![[assets/images/260615_0750__金属__2858228228421411.jpg|1200]] ## 102. 8858228228421182 - 所属主题：[[topics/497|#金属]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522558511855854) - 本地资源：[[assets/images/260615_0750__金属__8858228228421182.jpg|8858228228421182]] ![[assets/images/260615_0750__金属__8858228228421182.jpg|1200]] ## 103. 2858228228421851 - 所属主题：[[topics/511|【兴证策略】全球科技投资映射周跟踪（20260608-20260612） 海外映射对于A股投资机会的指引效果愈发显著，我们基于全球科技龙头，构建了覆盖六大科技板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255221285855821) - 本地资源：[[assets/images/260615_0747_【兴证策略】全球科技投资映射周跟踪（20260608-20260612） 海外映射对于A股投资机会的__2858228228421851.jpg|2858228228421851]] ![[assets/images/260615_0747_【兴证策略】全球科技投资映射周跟踪（20260608-20260612） 海外映射对于A股投资机会的__2858228228421851.jpg|1200]] ## 104. 5121551551454184 - 所属主题：[[topics/513|📈AI Token数据库周度更新-20260614【天风计算机 缪欣君/刘鉴团队】 1）总调用量大幅提升，前6天调用36T Tokens，和上周全周调用量齐平，]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544551584844488) - 本地资源：[[assets/images/260615_0747_📈AI Token数据库周度更新-20260614【天风计算机 缪欣君 刘鉴团队】 1）总调用量大幅__5121551551454184.jpg|5121551551454184]] ![[assets/images/260615_0747_📈AI Token数据库周度更新-20260614【天风计算机 缪欣君 刘鉴团队】 1）总调用量大幅__5121551551454184.jpg|1200]]