---
date: 2026-06-24
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-06-24 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. 5121541155218244

- 所属主题：[[topics/087|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244548885521)
- 本地资源：[[assets/images/260624_0737__小光__5121541155218244.jpg|5121541155218244]]

![[assets/images/260624_0737__小光__5121541155218244.jpg|1200]]

## 002. 8858248822582152

- 所属主题：[[topics/090|#市场 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244548858582)
- 本地资源：[[assets/images/260624_0734__市场 _韩股__8858248822582152.jpg|8858248822582152]]

![[assets/images/260624_0734__市场 _韩股__8858248822582152.jpg|1200]]

## 003. 8858248822582452

- 所属主题：[[topics/091|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244548511412)
- 本地资源：[[assets/images/260624_0734__彭博新闻 _市场__8858248822582452.jpg|8858248822582452]]

![[assets/images/260624_0734__彭博新闻 _市场__8858248822582452.jpg|1200]]

## 004. 1525415544254122

- 所属主题：[[topics/092|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411215288442)
- 本地资源：[[assets/images/260624_0733__长鑫科技__1525415544254122.jpg|1525415544254122]]

![[assets/images/260624_0733__长鑫科技__1525415544254122.jpg|1200]]

## 005. 4848528855485588

- 所属主题：[[topics/093|#宁泉 #基金 #买方 #投资...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522428415228)
- 本地资源：[[assets/images/260624_0732__宁泉 _基金 _买方 _投资__4848528855485588.jpg|4848528855485588]]

![[assets/images/260624_0732__宁泉 _基金 _买方 _投资__4848528855485588.jpg|1200]]

## 006. 1525415544254582

- 所属主题：[[topics/094|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244548512511)
- 本地资源：[[assets/images/260624_0731__存储__1525415544254582.jpg|1525415544254582]]

![[assets/images/260624_0731__存储__1525415544254582.jpg|1200]]

## 007. 5121541155215124

- 所属主题：[[topics/095|#液冷]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522428418448)
- 本地资源：[[assets/images/260624_0731__液冷__5121541155215124.jpg|5121541155215124]]

![[assets/images/260624_0731__液冷__5121541155215124.jpg|1200]]

## 008. 8858248822582582

- 所属主题：[[topics/096|#东北 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544241282184)
- 本地资源：[[assets/images/260624_0730__东北 _存储__8858248822582582.jpg|8858248822582582]]

![[assets/images/260624_0730__东北 _存储__8858248822582582.jpg|1200]]

## 009. 5121541155211224

- 所属主题：[[topics/097|#万通发展]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244548585411)
- 本地资源：[[assets/images/260624_0728__万通发展__5121541155211224.jpg|5121541155211224]]

![[assets/images/260624_0728__万通发展__5121541155211224.jpg|1200]]

## 010. 4848528855484148

- 所属主题：[[topics/098|#算力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244548551482)
- 本地资源：[[assets/images/260624_0728__算力__4848528855484148.jpg|4848528855484148]]

![[assets/images/260624_0728__算力__4848528855484148.jpg|1200]]

## 011. 8858248822585482

- 所属主题：[[topics/099|#兴森科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411215228552)
- 本地资源：[[assets/images/260624_0727__兴森科技__8858248822585482.jpg|8858248822585482]]

![[assets/images/260624_0727__兴森科技__8858248822585482.jpg|1200]]

## 012. 8858248822585822

- 所属主题：[[topics/100|#港股 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244548554111)
- 本地资源：[[assets/images/260624_0727__港股 _韩股__8858248822585822.jpg|8858248822585822]]

![[assets/images/260624_0727__港股 _韩股__8858248822585822.jpg|1200]]

## 013. 2858248822585811

- 所属主题：[[topics/100|#港股 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244548554111)
- 本地资源：[[assets/images/260624_0727__港股 _韩股__2858248822585811.jpg|2858248822585811]]

![[assets/images/260624_0727__港股 _韩股__2858248822585811.jpg|1200]]

## 014. 4848528855484428

- 所属主题：[[topics/101|#干冷器]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411215224452)
- 本地资源：[[assets/images/260624_0725__干冷器__4848528855484428.jpg|4848528855484428]]

![[assets/images/260624_0725__干冷器__4848528855484428.jpg|1200]]

## 015. 8858248822585552

- 所属主题：[[topics/102|#液冷]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522428445488)
- 本地资源：[[assets/images/260624_0725__液冷__8858248822585552.jpg|8858248822585552]]

![[assets/images/260624_0725__液冷__8858248822585552.jpg|1200]]

## 016. 1525415544228282

- 所属主题：[[topics/103|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244548558152)
- 本地资源：[[assets/images/260624_0724__霍尔木兹海峡__1525415544228282.jpg|1525415544228282]]

![[assets/images/260624_0724__霍尔木兹海峡__1525415544228282.jpg|1200]]

## 017. 1525415544228212

- 所属主题：[[topics/104|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411215225482)
- 本地资源：[[assets/images/260624_0724__市场__1525415544228212.jpg|1525415544228212]]

![[assets/images/260624_0724__市场__1525415544228212.jpg|1200]]

## 018. 5121541155224884

- 所属主题：[[topics/105|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244548555282)
- 本地资源：[[assets/images/260624_0723__韩股__5121541155224884.jpg|5121541155224884]]

![[assets/images/260624_0723__韩股__5121541155224884.jpg|1200]]

## 019. 4848528855442158

- 所属主题：[[topics/106|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544241222114)
- 本地资源：[[assets/images/260624_0723__监管__4848528855442158.jpg|4848528855442158]]

![[assets/images/260624_0723__监管__4848528855442158.jpg|1200]]

## 020. 5121541155224184

- 所属主题：[[topics/110|#做空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544242884554)
- 本地资源：[[assets/images/260624_0721__做空__5121541155224184.jpg|5121541155224184]]

![[assets/images/260624_0721__做空__5121541155224184.jpg|1200]]

## 021. 5121541155224114

- 所属主题：[[topics/114|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544242884224)
- 本地资源：[[assets/images/260624_0720__台积电__5121541155224114.jpg|5121541155224114]]

![[assets/images/260624_0720__台积电__5121541155224114.jpg|1200]]

## 022. 4848528855442848

- 所属主题：[[topics/115|#天风 #光模块 #氧化铝]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411212884842)
- 本地资源：[[assets/images/260624_0720__天风 _光模块 _氧化铝__4848528855442848.jpg|4848528855442848]]

![[assets/images/260624_0720__天风 _光模块 _氧化铝__4848528855442848.jpg|1200]]

## 023. 4848528855442428

- 所属主题：[[topics/118|📝简短核心摘要 📄这是 CoPoS 相关研究的第一篇，还有多篇相关研究内容尚未整理完毕。 💡本篇内容的核心并不是单纯讲述 “玻璃基板行情火热”，核心观点是 AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411212884122)
- 本地资源：[[assets/images/260624_0719_📝简短核心摘要 📄这是 CoPoS 相关研究的第一篇，还有多篇相关研究内容尚未整理完毕。 💡本篇内容__4848528855442428.jpg|4848528855442428]]

![[assets/images/260624_0719_📝简短核心摘要 📄这是 CoPoS 相关研究的第一篇，还有多篇相关研究内容尚未整理完毕。 💡本篇内容__4848528855442428.jpg|1200]]