--- date: 2026-06-25 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-06-25 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. 1525415415212582 - 所属主题：[[topics/002|真实的部分： 美联储每周发布资产负债表（H.4.1报告）：通常在**周四下午4:30 PM（东部时间）**发布，正好在美国谷市收盘后。这是一个常规的每周数据发布]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411845848252) - 本地资源：[[assets/images/260625_2225_真实的部分： 美联储每周发布资产负债表（H.4.1报告）：通常在 周四下午4 30 PM（东部时间__1525415415212582.jpg|1525415415212582]] ![[assets/images/260625_2225_真实的部分： 美联储每周发布资产负债表（H.4.1报告）：通常在 周四下午4 30 PM（东部时间__1525415415212582.jpg|1200]] ## 002. 8858248248524212 - 所属主题：[[topics/003|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244128125822) - 本地资源：[[assets/images/260625_2223__小光__8858248248524212.jpg|8858248248524212]] ![[assets/images/260625_2223__小光__8858248248524212.jpg|1200]] ## 003. 8858248248582582 - 所属主题：[[topics/004|#康宁 #基板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244128481151) - 本地资源：[[assets/images/260625_2217__康宁 _基板__8858248248582582.jpg|8858248248582582]] ![[assets/images/260625_2217__康宁 _基板__8858248248582582.jpg|1200]] ## 004. 2858248248588111 - 所属主题：[[topics/005|#苹果]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522158282188) - 本地资源：[[assets/images/260625_2217__苹果__2858248248588111.jpg|2858248248588111]] ![[assets/images/260625_2217__苹果__2858248248588111.jpg|1200]] ## 005. 4848528524122188 - 所属主题：[[topics/006|#长江 #价格]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522158282228) - 本地资源：[[assets/images/260625_2217__长江 _价格__4848528524122188.jpg|4848528524122188]] ![[assets/images/260625_2217__长江 _价格__4848528524122188.jpg|1200]] ## 006. 8858248245144452 - 所属主题：[[topics/007|#瑞银 #科技 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411845151452) - 本地资源：[[assets/images/260625_2216__瑞银 _科技 _AI__8858248245144452.jpg|8858248245144452]] ![[assets/images/260625_2216__瑞银 _科技 _AI__8858248245144452.jpg|1200]] ## 007. 1525415412811452 - 所属主题：[[topics/008|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522158285158) - 本地资源：[[assets/images/260625_2216__PCB__1525415412811452.jpg|1525415412811452]] ![[assets/images/260625_2216__PCB__1525415412811452.jpg|1200]] ## 008. 2858248245144821 - 所属主题：[[topics/009|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244128482482) - 本地资源：[[assets/images/260625_2216__市场__2858248245144821.jpg|2858248245144821]] ![[assets/images/260625_2216__市场__2858248245144821.jpg|1200]] ## 009. 5121541542844124 - 所属主题：[[topics/010|【兴证策略】如何跟踪和预判AI产业趋势？一个有效跟踪指标和一个重要时间节点 当前跟踪AI产业景气的指标较多，但部分指标可能误判基本面拐点。 例如今年6月初LLM]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244128488441) - 本地资源：[[assets/images/260625_2215_【兴证策略】如何跟踪和预判AI产业趋势？一个有效跟踪指标和一个重要时间节点 当前跟踪AI产业景气的指__5121541542844124.jpg|5121541542844124]] ![[assets/images/260625_2215_【兴证策略】如何跟踪和预判AI产业趋势？一个有效跟踪指标和一个重要时间节点 当前跟踪AI产业景气的指__5121541542844124.jpg|1200]] ## 010. 8858248245144512 - 所属主题：[[topics/011|#电容]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244128488242) - 本地资源：[[assets/images/260625_2215__电容__8858248245144512.jpg|8858248245144512]] ![[assets/images/260625_2215__电容__8858248245144512.jpg|1200]] ## 011. 4848528552885488 - 所属主题：[[topics/077|下午科技大概率这轮反抽修复的高点了，下午主要是韩国持续修复，韩国加强了A股的存储，存储扩散到cpo。 但是板块强度其实偏弱，不管是存储还是cpo，也基本是核心大]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182282221) - 本地资源：[[assets/images/260625_2025_下午科技大概率这轮反抽修复的高点了，下午主要是韩国持续修复，韩国加强了A股的存储，存储扩散到cpo。__4848528552885488.jpg|4848528552885488]] ![[assets/images/260625_2025_下午科技大概率这轮反抽修复的高点了，下午主要是韩国持续修复，韩国加强了A股的存储，存储扩散到cpo。__4848528552885488.jpg|1200]] ## 012. 1525415441552412 - 所属主题：[[topics/084|#靶材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411854452452) - 本地资源：[[assets/images/260625_2023__靶材__1525415441552412.jpg|1525415441552412]] ![[assets/images/260625_2023__靶材__1525415441552412.jpg|1200]] ## 013. 1525415441552482 - 所属主题：[[topics/084|#靶材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411854452452) - 本地资源：[[assets/images/260625_2023__靶材__1525415441552482.jpg|1525415441552482]] ![[assets/images/260625_2023__靶材__1525415441552482.jpg|1200]] ## 014. 4848528552841128 - 所属主题：[[topics/089|#乐一乐]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182251251) - 本地资源：[[assets/images/260625_2022__乐一乐__4848528552841128.jpg|4848528552841128]] ![[assets/images/260625_2022__乐一乐__4848528552841128.jpg|1200]] ## 015. 2858248224851111 - 所属主题：[[topics/089|#乐一乐]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182251251) - 本地资源：[[assets/images/260625_2022__乐一乐__2858248224851111.jpg|2858248224851111]] ![[assets/images/260625_2022__乐一乐__2858248224851111.jpg|1200]] ## 016. 1525415441521212 - 所属主题：[[topics/101|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544815184844) - 本地资源：[[assets/images/260625_2019__存储__1525415441521212.jpg|1525415441521212]] ![[assets/images/260625_2019__存储__1525415441521212.jpg|1200]] ## 017. 1525415441521242 - 所属主题：[[topics/103|#洁净室]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182814411) - 本地资源：[[assets/images/260625_2019__洁净室__1525415441521242.jpg|1525415441521242]] ![[assets/images/260625_2019__洁净室__1525415441521242.jpg|1200]] ## 018. 5121541554125454 - 所属主题：[[topics/108|#无人驾驶]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544815118414) - 本地资源：[[assets/images/260625_2018__无人驾驶__5121541554125454.jpg|5121541554125454]] ![[assets/images/260625_2018__无人驾驶__5121541554125454.jpg|1200]] ## 019. 2858248224858241 - 所属主题：[[topics/114|【今日投资舆情热点】 1）超级电容：江海股份发布涨价函，调整范围包括铝电解电容器、薄膜电容器、超级电容器三大品类。 2）PCB：AI推理瓶颈迭代与架构演进，推动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182882241) - 本地资源：[[assets/images/260625_2017_【今日投资舆情热点】 1）超级电容：江海股份发布涨价函，调整范围包括铝电解电容器、薄膜电容器、超级电__2858248224858241.jpg|2858248224858241]] ![[assets/images/260625_2017_【今日投资舆情热点】 1）超级电容：江海股份发布涨价函，调整范围包括铝电解电容器、薄膜电容器、超级电__2858248224858241.jpg|1200]] ## 020. 8858248224858822 - 所属主题：[[topics/116|#高盛 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182882851) - 本地资源：[[assets/images/260625_2016__高盛 _韩股__8858248224858822.jpg|8858248224858822]] ![[assets/images/260625_2016__高盛 _韩股__8858248224858822.jpg|1200]] ## 021. 8858248224855412 - 所属主题：[[topics/118|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182882521) - 本地资源：[[assets/images/260625_2016__市场__8858248224855412.jpg|8858248224855412]] ![[assets/images/260625_2016__市场__8858248224855412.jpg|1200]] ## 022. 1525415441525282 - 所属主题：[[topics/118|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182882521) - 本地资源：[[assets/images/260625_2016__市场__1525415441525282.jpg|1525415441525282]] ![[assets/images/260625_2016__市场__1525415441525282.jpg|1200]] ## 023. 2858248224858511 - 所属主题：[[topics/118|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182882521) - 本地资源：[[assets/images/260625_2016__市场__2858248224858511.jpg|2858248224858511]] ![[assets/images/260625_2016__市场__2858248224858511.jpg|1200]] ## 024. 1525415441525242 - 所属主题：[[topics/120|#拥挤度]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522185888218) - 本地资源：[[assets/images/260625_2016__拥挤度__1525415441525242.jpg|1525415441525242]] ![[assets/images/260625_2016__拥挤度__1525415441525242.jpg|1200]] ## 025. 4848528552411288 - 所属主题：[[topics/126|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411854528112) - 本地资源：[[assets/images/260625_2015__原油__4848528552411288.jpg|4848528552411288]] ![[assets/images/260625_2015__原油__4848528552411288.jpg|1200]] ## 026. 1525415441288482 - 所属主题：[[topics/128|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522185842258) - 本地资源：[[assets/images/260625_2014__半导体__1525415441288482.jpg|1525415441288482]] ![[assets/images/260625_2014__半导体__1525415441288482.jpg|1200]] ## 027. 1525415441288582 - 所属主题：[[topics/130|#京东方]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411854521422) - 本地资源：[[assets/images/260625_2014__京东方__1525415441288582.jpg|1525415441288582]] ![[assets/images/260625_2014__京东方__1525415441288582.jpg|1200]] ## 028. 4848528552411858 - 所属主题：[[topics/131|#新能源]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244182854512) - 本地资源：[[assets/images/260625_2014__新能源__4848528552411858.jpg|4848528552411858]] ![[assets/images/260625_2014__新能源__4848528552411858.jpg|1200]] ## 029. 2858248224511521 - 所属主题：[[topics/133|#半年报 #中船特气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244182852422) - 本地资源：[[assets/images/260625_2013__半年报 _中船特气__2858248224511521.jpg|2858248224511521]] ![[assets/images/260625_2013__半年报 _中船特气__2858248224511521.jpg|1200]] ## 030. 1525415441288552 - 所属主题：[[topics/133|#半年报 #中船特气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244182852422) - 本地资源：[[assets/images/260625_2013__半年报 _中船特气__1525415441288552.jpg|1525415441288552]] ![[assets/images/260625_2013__半年报 _中船特气__1525415441288552.jpg|1200]] ## 031. 1525415441288222 - 所属主题：[[topics/135|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544815121444) - 本地资源：[[assets/images/260625_2013__英伟达__1525415441288222.jpg|1525415441288222]] ![[assets/images/260625_2013__英伟达__1525415441288222.jpg|1200]] ## 032. 4848528552844288 - 所属主题：[[topics/135|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544815121444) - 本地资源：[[assets/images/260625_2013__英伟达__4848528552844288.jpg|4848528552844288]] ![[assets/images/260625_2013__英伟达__4848528552844288.jpg|1200]] ## 033. 4848528552415228 - 所属主题：[[topics/139|#中科曙光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244182855182) - 本地资源：[[assets/images/260625_2012__中科曙光__4848528552415228.jpg|4848528552415228]] ![[assets/images/260625_2012__中科曙光__4848528552415228.jpg|1200]] ## 034. 2858248224512211 - 所属主题：[[topics/141|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544815288444) - 本地资源：[[assets/images/260625_2012__存储__2858248224512211.jpg|2858248224512211]] ![[assets/images/260625_2012__存储__2858248224512211.jpg|1200]] ## 035. 5121541554285124 - 所属主题：[[topics/142|#业绩]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244182511841) - 本地资源：[[assets/images/260625_2012__业绩__5121541554285124.jpg|5121541554285124]] ![[assets/images/260625_2012__业绩__5121541554285124.jpg|1200]] ## 036. 4848528552415458 - 所属主题：[[topics/144|#高盛 #周报]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522185411418) - 本地资源：[[assets/images/260625_2012__高盛 _周报__4848528552415458.jpg|4848528552415458]] ![[assets/images/260625_2012__高盛 _周报__4848528552415458.jpg|1200]] ## 037. 8858248224518112 - 所属主题：[[topics/146|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411854281812) - 本地资源：[[assets/images/260625_2012__PCB__8858248224518112.jpg|8858248224518112]] ![[assets/images/260625_2012__PCB__8858248224518112.jpg|1200]] ## 038. 8858248284224482 - 所属主题：[[topics/173|【资讯】在看一条上游材料的资讯：后羿射日 完善出口管制违法举报机制，资源重估再添筹码 事件： 商务部6月24日公告，进一步完善战略矿产两用物项出口管制违法违规行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411181515222) - 本地资源：[[assets/images/260625_1326_【资讯】在看一条上游材料的资讯：后羿射日 完善出口管制违法举报机制，资源重估再添筹码 事件： 商务部__8858248284224482.jpg|8858248284224482]] ![[assets/images/260625_1326_【资讯】在看一条上游材料的资讯：后羿射日 完善出口管制违法举报机制，资源重估再添筹码 事件： 商务部__8858248284224482.jpg|1200]] ## 039. 2858248284224251 - 所属主题：[[topics/174|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544484154414) - 本地资源：[[assets/images/260625_1324__小光__2858248284224251.jpg|2858248284224251]] ![[assets/images/260625_1324__小光__2858248284224251.jpg|1200]] ## 040. 8858248284224542 - 所属主题：[[topics/175|#红磷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244414822882) - 本地资源：[[assets/images/260625_1323__红磷__8858248284224542.jpg|8858248284224542]] ![[assets/images/260625_1323__红磷__8858248284224542.jpg|1200]] ## 041. 4848528582555158 - 所属主题：[[topics/176|#网系回收]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522212858188) - 本地资源：[[assets/images/260625_1323__网系回收__4848528582555158.jpg|4848528582555158]] ![[assets/images/260625_1323__网系回收__4848528582555158.jpg|1200]] ## 042. 4848528582558188 - 所属主题：[[topics/177|#中际旭创]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411181542552) - 本地资源：[[assets/images/260625_1322__中际旭创__4848528582558188.jpg|4848528582558188]] ![[assets/images/260625_1322__中际旭创__4848528582558188.jpg|1200]] ## 043. 1525415451445182 - 所属主题：[[topics/178|#铠侠]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244414825581) - 本地资源：[[assets/images/260625_1322__铠侠__1525415451445182.jpg|1525415451445182]] ![[assets/images/260625_1322__铠侠__1525415451445182.jpg|1200]] ## 044. 4848528582558828 - 所属主题：[[topics/179|#深圳瑞捷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411181551542) - 本地资源：[[assets/images/260625_1320__深圳瑞捷__4848528582558828.jpg|4848528582558828]] ![[assets/images/260625_1320__深圳瑞捷__4848528582558828.jpg|1200]] ## 045. 5121541514551244 - 所属主题：[[topics/180|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244414884581) - 本地资源：[[assets/images/260625_1320__航天航空__5121541514551244.jpg|5121541514551244]] ![[assets/images/260625_1320__航天航空__5121541514551244.jpg|1200]] ## 046. 2858248284228851 - 所属主题：[[topics/180|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244414884581) - 本地资源：[[assets/images/260625_1320__航天航空__2858248284228851.jpg|2858248284228851]] ![[assets/images/260625_1320__航天航空__2858248284228851.jpg|1200]] ## 047. 5121541514551144 - 所属主题：[[topics/180|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244414884581) - 本地资源：[[assets/images/260625_1320__航天航空__5121541514551144.jpg|5121541514551144]] ![[assets/images/260625_1320__航天航空__5121541514551144.jpg|1200]] ## 048. 5121541514518844 - 所属主题：[[topics/181|#液冷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244414888242) - 本地资源：[[assets/images/260625_1319__液冷__5121541514518844.jpg|5121541514518844]] ![[assets/images/260625_1319__液冷__5121541514518844.jpg|1200]] ## 049. 1525415451458112 - 所属主题：[[topics/182|中国氦气银行龙头广钢气体（688548）：直接供应晶合集成、华星光电、长鑫存储、长鑫集电、粤芯半导体、青岛芯恩等客户的新建电子大宗气站项目，供气期限长达15 年]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244414885211) - 本地资源：[[assets/images/260625_1318_中国氦气银行龙头广钢气体（688548）：直接供应晶合集成、华星光电、长鑫存储、长鑫集电、粤芯半导体__1525415451458112.jpg|1525415451458112]] ![[assets/images/260625_1318_中国氦气银行龙头广钢气体（688548）：直接供应晶合集成、华星光电、长鑫存储、长鑫集电、粤芯半导体__1525415451458112.jpg|1200]] ## 050. 8858248284281142 - 所属主题：[[topics/182|中国氦气银行龙头广钢气体（688548）：直接供应晶合集成、华星光电、长鑫存储、长鑫集电、粤芯半导体、青岛芯恩等客户的新建电子大宗气站项目，供气期限长达15 年]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244414885211) - 本地资源：[[assets/images/260625_1318_中国氦气银行龙头广钢气体（688548）：直接供应晶合集成、华星光电、长鑫存储、长鑫集电、粤芯半导体__8858248284281142.jpg|8858248284281142]] ![[assets/images/260625_1318_中国氦气银行龙头广钢气体（688548）：直接供应晶合集成、华星光电、长鑫存储、长鑫集电、粤芯半导体__8858248284281142.jpg|1200]] ## 051. 2858248284281251 - 所属主题：[[topics/183|#阿里巴巴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544484128154) - 本地资源：[[assets/images/260625_1318__阿里巴巴__2858248284281251.jpg|2858248284281251]] ![[assets/images/260625_1318__阿里巴巴__2858248284281251.jpg|1200]] ## 052. 8858248284281852 - 所属主题：[[topics/184|#委内瑞拉]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244414854112) - 本地资源：[[assets/images/260625_1318__委内瑞拉__8858248284281852.jpg|8858248284281852]] ![[assets/images/260625_1318__委内瑞拉__8858248284281852.jpg|1200]] ## 053. 5121541514552814 - 所属主题：[[topics/184|#委内瑞拉]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244414854112) - 本地资源：[[assets/images/260625_1318__委内瑞拉__5121541514552814.jpg|5121541514552814]] ![[assets/images/260625_1318__委内瑞拉__5121541514552814.jpg|1200]] ## 054. 5121541514518214 - 所属主题：[[topics/185|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544484124524) - 本地资源：[[assets/images/260625_1317__存储__5121541514518214.jpg|5121541514518214]] ![[assets/images/260625_1317__存储__5121541514518214.jpg|1200]] ## 055. 2858248284284141 - 所属主题：[[topics/187|#电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244414852822) - 本地资源：[[assets/images/260625_1317__电力__2858248284284141.jpg|2858248284284141]] ![[assets/images/260625_1317__电力__2858248284284141.jpg|1200]] ## 056. 1525415451451852 - 所属主题：[[topics/188|#美光科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244414852551) - 本地资源：[[assets/images/260625_1317__美光科技__1525415451451852.jpg|1525415451451852]] ![[assets/images/260625_1317__美光科技__1525415451451852.jpg|1200]] ## 057. 5121541514514854 - 所属主题：[[topics/188|#美光科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244414852551) - 本地资源：[[assets/images/260625_1317__美光科技__5121541514514854.jpg|5121541514514854]] ![[assets/images/260625_1317__美光科技__5121541514514854.jpg|1200]] ## 058. 2858248284282451 - 所属主题：[[topics/189|#太空光伏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411181525582) - 本地资源：[[assets/images/260625_1316__太空光伏__2858248284282451.jpg|2858248284282451]] ![[assets/images/260625_1316__太空光伏__2858248284282451.jpg|1200]] ## 059. 1525415451454582 - 所属主题：[[topics/192|#拉普拉斯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522212455188) - 本地资源：[[assets/images/260625_1315__拉普拉斯__1525415451454582.jpg|1525415451454582]] ![[assets/images/260625_1315__拉普拉斯__1525415451454582.jpg|1200]] ## 060. 4848528582585428 - 所属主题：[[topics/193|81.61亿元，华为鲲鹏拿下2.8万台国产化服务器大单! 四川长虹600839 直接持有华鲲振宇股份，是华鲲振宇服务器的主要代工方。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522212455518) - 本地资源：[[assets/images/260625_1315_81.61亿元，华为鲲鹏拿下2.8万台国产化服务器大单! 四川长虹600839 直接持有华鲲振宇股份__4848528582585428.jpg|4848528582585428]] ![[assets/images/260625_1315_81.61亿元，华为鲲鹏拿下2.8万台国产化服务器大单! 四川长虹600839 直接持有华鲲振宇股份__4848528582585428.jpg|1200]] ## 061. 8858248284282552 - 所属主题：[[topics/195|#基板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411181244422) - 本地资源：[[assets/images/260625_1315__基板__8858248284282552.jpg|8858248284282552]] ![[assets/images/260625_1315__基板__8858248284282552.jpg|1200]] ## 062. 1525415451454222 - 所属主题：[[topics/196|#钠电池]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411181244512) - 本地资源：[[assets/images/260625_1315__钠电池__1525415451454222.jpg|1525415451454222]] ![[assets/images/260625_1315__钠电池__1525415451454222.jpg|1200]] ## 063. 2858248284288181 - 所属主题：[[topics/197|#迈为股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411181244252) - 本地资源：[[assets/images/260625_1314__迈为股份__2858248284288181.jpg|2858248284288181]] ![[assets/images/260625_1314__迈为股份__2858248284288181.jpg|1200]] ## 064. 1525415451511442 - 所属主题：[[topics/198|6月24日A股ETF总净赎回额为274亿元。宽基ETF(-313亿)中，汇金持有的沪深300近2日合计净流出508亿元，2023年以前汇金持有的上证180ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544484251844) - 本地资源：[[assets/images/260625_1314_6月24日A股ETF总净赎回额为274亿元。宽基ETF(-313亿)中，汇金持有的沪深300近2日合__1525415451511442.jpg|1525415451511442]] ![[assets/images/260625_1314_6月24日A股ETF总净赎回额为274亿元。宽基ETF(-313亿)中，汇金持有的沪深300近2日合__1525415451511442.jpg|1200]] ## 065. 8858248282552512 - 所属主题：[[topics/235|#宁德时代]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115145152) - 本地资源：[[assets/images/260625_1045__宁德时代__8858248282552512.jpg|8858248282552512]] ![[assets/images/260625_1045__宁德时代__8858248282552512.jpg|1200]] ## 066. 2858248282552581 - 所属主题：[[topics/236|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115145452) - 本地资源：[[assets/images/260625_1045__海力士__2858248282552581.jpg|2858248282552581]] ![[assets/images/260625_1045__海力士__2858248282552581.jpg|1200]] ## 067. 2858248282558451 - 所属主题：[[topics/237|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228254448) - 本地资源：[[assets/images/260625_1045__市场__2858248282558451.jpg|2858248282558451]] ![[assets/images/260625_1045__市场__2858248282558451.jpg|1200]] ## 068. 5121541515221414 - 所属主题：[[topics/237|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228254448) - 本地资源：[[assets/images/260625_1045__市场__5121541515221414.jpg|5121541515221414]] ![[assets/images/260625_1045__市场__5121541515221414.jpg|1200]] ## 069. 2858248282558441 - 所属主题：[[topics/237|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228254448) - 本地资源：[[assets/images/260625_1045__市场__2858248282558441.jpg|2858248282558441]] ![[assets/images/260625_1045__市场__2858248282558441.jpg|1200]] ## 070. 5121541515221554 - 所属主题：[[topics/238|#苹果 #折叠屏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448481882) - 本地资源：[[assets/images/260625_1044__苹果 _折叠屏__5121541515221554.jpg|5121541515221554]] ![[assets/images/260625_1044__苹果 _折叠屏__5121541515221554.jpg|1200]] ## 071. 4848528585444248 - 所属主题：[[topics/239|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115151212) - 本地资源：[[assets/images/260625_1044__美联储__4848528585444248.jpg|4848528585444248]] ![[assets/images/260625_1044__美联储__4848528585444248.jpg|1200]] ## 072. 2858248282555221 - 所属主题：[[topics/240|#液冷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244448482481) - 本地资源：[[assets/images/260625_1044__液冷__2858248282555221.jpg|2858248282555221]] ![[assets/images/260625_1044__液冷__2858248282555221.jpg|1200]] ## 073. 8858248282555552 - 所属主题：[[topics/241|六氟磷酸锂+VC价格双双重回景气，重视两大核心标的 🔥事件：六氟磷酸锂从2025年低点5万/吨回升至11-12万/吨，VC价格同比暴涨近200%。动力和储能电池]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115415482) - 本地资源：[[assets/images/260625_1043_六氟磷酸锂+VC价格双双重回景气，重视两大核心标的 🔥事件：六氟磷酸锂从2025年低点5万 吨回升至__8858248282555552.jpg|8858248282555552]] ![[assets/images/260625_1043_六氟磷酸锂+VC价格双双重回景气，重视两大核心标的 🔥事件：六氟磷酸锂从2025年低点5万 吨回升至__8858248282555552.jpg|1200]] ## 074. 1525415455888842 - 所属主题：[[topics/242|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448245122) - 本地资源：[[assets/images/260625_1042__存储__1525415455888842.jpg|1525415455888842]] ![[assets/images/260625_1042__存储__1525415455888842.jpg|1200]] ## 075. 5121541511888454 - 所属主题：[[topics/243|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441554884) - 本地资源：[[assets/images/260625_1042__美联储__5121541511888454.jpg|5121541511888454]] ![[assets/images/260625_1042__美联储__5121541511888454.jpg|1200]] ## 076. 2858248288111221 - 所属主题：[[topics/244|#东吴 #锂电池 #原材料]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115441122) - 本地资源：[[assets/images/260625_1042__东吴 _锂电池 _原材料__2858248288111221.jpg|2858248288111221]] ![[assets/images/260625_1042__东吴 _锂电池 _原材料__2858248288111221.jpg|1200]] ## 077. 4848528588112828 - 所属主题：[[topics/245|#美光科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115442142) - 本地资源：[[assets/images/260625_1041__美光科技__4848528588112828.jpg|4848528588112828]] ![[assets/images/260625_1041__美光科技__4848528588112828.jpg|1200]] ## 078. 5121541511884284 - 所属主题：[[topics/246|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441552114) - 本地资源：[[assets/images/260625_1041__海力士__5121541511884284.jpg|5121541511884284]] ![[assets/images/260625_1041__海力士__5121541511884284.jpg|1200]] ## 079. 2858248288114581 - 所属主题：[[topics/247|#基板 #TGV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115458812) - 本地资源：[[assets/images/260625_1041__基板 _TGV__2858248288114581.jpg|2858248288114581]] ![[assets/images/260625_1041__基板 _TGV__2858248288114581.jpg|1200]] ## 080. 8858248288112142 - 所属主题：[[topics/248|“钠离子电池=新石油” 大摩喊出口号，AI爆发的下一个“关键瓶颈”，将催生8000亿美元的新投资 摩根士丹利在最新全球深度研究报告中，将钠离子电池时代定性为"新]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441514554) - 本地资源：[[assets/images/260625_1040_“钠离子电池=新石油” 大摩喊出口号，AI爆发的下一个“关键瓶颈”，将催生8000亿美元的新投资 摩__8858248288112142.jpg|8858248288112142]] ![[assets/images/260625_1040_“钠离子电池=新石油” 大摩喊出口号，AI爆发的下一个“关键瓶颈”，将催生8000亿美元的新投资 摩__8858248288112142.jpg|1200]] ## 081. 4848528588115258 - 所属主题：[[topics/249|#CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441515454) - 本地资源：[[assets/images/260625_1040__CPO__4848528588115258.jpg|4848528588115258]] ![[assets/images/260625_1040__CPO__4848528588115258.jpg|1200]] ## 082. 8858248288112152 - 所属主题：[[topics/249|#CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441515454) - 本地资源：[[assets/images/260625_1040__CPO__8858248288112152.jpg|8858248288112152]] ![[assets/images/260625_1040__CPO__8858248288112152.jpg|1200]] ## 083. 5121541511885584 - 所属主题：[[topics/250|#双良节能]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448285182) - 本地资源：[[assets/images/260625_1040__双良节能__5121541511885584.jpg|5121541511885584]] ![[assets/images/260625_1040__双良节能__5121541511885584.jpg|1200]] ## 084. 8858248288118252 - 所属主题：[[topics/252|#兴证 #医药]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441524524) - 本地资源：[[assets/images/260625_1039__兴证 _医药__8858248288118252.jpg|8858248288118252]] ![[assets/images/260625_1039__兴证 _医药__8858248288118252.jpg|1200]] ## 085. 2858248288118821 - 所属主题：[[topics/253|#厄尔尼诺 #空调]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244448252811) - 本地资源：[[assets/images/260625_1038__厄尔尼诺 _空调__2858248288118821.jpg|2858248288118821]] ![[assets/images/260625_1038__厄尔尼诺 _空调__2858248288118821.jpg|1200]] ## 086. 2858248288118511 - 所属主题：[[topics/254|#信维通信]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228548118) - 本地资源：[[assets/images/260625_1038__信维通信__2858248288118511.jpg|2858248288118511]] ![[assets/images/260625_1038__信维通信__2858248288118511.jpg|1200]] ## 087. 8858248288115142 - 所属主题：[[topics/256|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115422512) - 本地资源：[[assets/images/260625_1038__海力士__8858248288115142.jpg|8858248288115142]] ![[assets/images/260625_1038__海力士__8858248288115142.jpg|1200]] ## 088. 2858248288115121 - 所属主题：[[topics/258|#ASML]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448811122) - 本地资源：[[assets/images/260625_1037__ASML__2858248288115121.jpg|2858248288115121]] ![[assets/images/260625_1037__ASML__2858248288115121.jpg|1200]] ## 089. 4848528588114158 - 所属主题：[[topics/260|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441188414) - 本地资源：[[assets/images/260625_1037__海力士__4848528588114158.jpg|4848528588114158]] ![[assets/images/260625_1037__海力士__4848528588114158.jpg|1200]] ## 090. 1525415455818412 - 所属主题：[[topics/262|#京东方]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448825282) - 本地资源：[[assets/images/260625_1037__京东方__1525415455818412.jpg|1525415455818412]] ![[assets/images/260625_1037__京东方__1525415455818412.jpg|1200]] ## 091. 1525415455882582 - 所属主题：[[topics/262|#京东方]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448825282) - 本地资源：[[assets/images/260625_1037__京东方__1525415455882582.jpg|1525415455882582]] ![[assets/images/260625_1037__京东方__1525415455882582.jpg|1200]] ## 092. 5121541511882814 - 所属主题：[[topics/262|#京东方]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448825282) - 本地资源：[[assets/images/260625_1037__京东方__5121541511882814.jpg|5121541511882814]] ![[assets/images/260625_1037__京东方__5121541511882814.jpg|1200]] ## 093. 1525415455818422 - 所属主题：[[topics/265|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441118214) - 本地资源：[[assets/images/260625_1036__监管__1525415455818422.jpg|1525415455818422]] ![[assets/images/260625_1036__监管__1525415455818422.jpg|1200]] ## 094. 1525415455818222 - 所属主题：[[topics/267|本轮房地产部分核心城市二手房房价和租金的改善当中有一个重要的因素来自于供给端的收缩，包括销售和租赁供给的双重收缩（挂牌量），并呈现出了二手房房价和租金均和二手房]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228888228) - 本地资源：[[assets/images/260625_1035_本轮房地产部分核心城市二手房房价和租金的改善当中有一个重要的因素来自于供给端的收缩，包括销售和租赁供__1525415455818222.jpg|1525415455818222]] ![[assets/images/260625_1035_本轮房地产部分核心城市二手房房价和租金的改善当中有一个重要的因素来自于供给端的收缩，包括销售和租赁供__1525415455818222.jpg|1200]] ## 095. 1525415455811882 - 所属主题：[[topics/268|#华为]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244448888281) - 本地资源：[[assets/images/260625_1035__华为__1525415455811882.jpg|1525415455811882]] ![[assets/images/260625_1035__华为__1525415455811882.jpg|1200]] ## 096. 8858248288144152 - 所属主题：[[topics/269|#招商 #CXO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441112814) - 本地资源：[[assets/images/260625_1034__招商 _CXO__8858248288144152.jpg|8858248288144152]] ![[assets/images/260625_1034__招商 _CXO__8858248288144152.jpg|1200]] ## 097. 4848528588122258 - 所属主题：[[topics/270|#字节跳动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115528122) - 本地资源：[[assets/images/260625_1034__字节跳动__4848528588122258.jpg|4848528588122258]] ![[assets/images/260625_1034__字节跳动__4848528588122258.jpg|1200]] ## 098. 4848528588122228 - 所属主题：[[topics/270|#字节跳动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115528122) - 本地资源：[[assets/images/260625_1034__字节跳动__4848528588122228.jpg|4848528588122228]] ![[assets/images/260625_1034__字节跳动__4848528588122228.jpg|1200]] ## 099. 1525415455811122 - 所属主题：[[topics/271|#天风 #兴森科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115528512) - 本地资源：[[assets/images/260625_1034__天风 _兴森科技__1525415455811122.jpg|1525415455811122]] ![[assets/images/260625_1034__天风 _兴森科技__1525415455811122.jpg|1200]] ## 100. 2858248288144821 - 所属主题：[[topics/272|#央行 #降息]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228845818) - 本地资源：[[assets/images/260625_1033__央行 _降息__2858248288144821.jpg|2858248288144821]] ![[assets/images/260625_1033__央行 _降息__2858248288144821.jpg|1200]] ## 101. 1525415455814452 - 所属主题：[[topics/273|#立讯精密]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115525822) - 本地资源：[[assets/images/260625_1033__立讯精密__1525415455814452.jpg|1525415455814452]] ![[assets/images/260625_1033__立讯精密__1525415455814452.jpg|1200]] ## 102. 2858248288142821 - 所属主题：[[topics/274|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448855442) - 本地资源：[[assets/images/260625_1033__市场__2858248288142821.jpg|2858248288142821]] ![[assets/images/260625_1033__市场__2858248288142821.jpg|1200]] ## 103. 4848528588128288 - 所属主题：[[topics/275|#海通 #医药]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448511422) - 本地资源：[[assets/images/260625_1032__海通 _医药__4848528588128288.jpg|4848528588128288]] ![[assets/images/260625_1032__海通 _医药__4848528588128288.jpg|1200]] ## 104. 4848528588128858 - 所属主题：[[topics/276|【电子行业26Q2业绩前瞻】，供参考~ 整体来看：我们预计26Q2电子行业整体业绩全面向好。 1. 涨价主线：存储、CCL受益产品涨价，板块盈利表现最优； 2.]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228412418) - 本地资源：[[assets/images/260625_1032_【电子行业26Q2业绩前瞻】，供参考~ 整体来看：我们预计26Q2电子行业整体业绩全面向好。 1__4848528588128858.jpg|4848528588128858]] ![[assets/images/260625_1032_【电子行业26Q2业绩前瞻】，供参考~ 整体来看：我们预计26Q2电子行业整体业绩全面向好。 1__4848528588128858.jpg|1200]] ## 105. 4848528588124548 - 所属主题：[[topics/277|#美光科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115285152) - 本地资源：[[assets/images/260625_1031__美光科技__4848528588124548.jpg|4848528588124548]] ![[assets/images/260625_1031__美光科技__4848528588124548.jpg|1200]] ## 106. 8858248288145812 - 所属主题：[[topics/278|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115285442) - 本地资源：[[assets/images/260625_1031__AI__8858248288145812.jpg|8858248288145812]] ![[assets/images/260625_1031__AI__8858248288145812.jpg|1200]] ## 107. 8858248288145512 - 所属主题：[[topics/279|#Meta #微软 #IDC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228418418) - 本地资源：[[assets/images/260625_1031__Meta _微软 _IDC__8858248288145512.jpg|8858248288145512]] ![[assets/images/260625_1031__Meta _微软 _IDC__8858248288145512.jpg|1200]] ## 108. 1525415455812212 - 所属主题：[[topics/280|#做空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228421228) - 本地资源：[[assets/images/260625_1030__做空__1525415455812212.jpg|1525415455812212]] ![[assets/images/260625_1030__做空__1525415455812212.jpg|1200]] ## 109. 5121541511842254 - 所属主题：[[topics/281|#江海股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115218582) - 本地资源：[[assets/images/260625_1030__江海股份__5121541511842254.jpg|5121541511842254]] ![[assets/images/260625_1030__江海股份__5121541511842254.jpg|1200]] ## 110. 8858248288121112 - 所属主题：[[topics/282|[红包]宿迁联盛，跨界CPO卡点磷化铟赛道的稀缺低位标的 [太阳]供给端磷化铟紧缺涨价:全球6英寸磷化铟衬底高度垄断，供需缺口超七成，扩产周期长达18-36个月]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448544142) - 本地资源：[[assets/images/260625_1030__红包_宿迁联盛，跨界CPO卡点磷化铟赛道的稀缺低位标的 _太阳_供给端磷化铟紧缺涨价 全球6英寸磷__8858248288121112.jpg|8858248288121112]] ![[assets/images/260625_1030__红包_宿迁联盛，跨界CPO卡点磷化铟赛道的稀缺低位标的 _太阳_供给端磷化铟紧缺涨价 全球6英寸磷__8858248288121112.jpg|1200]] ## 111. 4848528588151218 - 所属主题：[[topics/283|#兴证 #原材料]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441245584) - 本地资源：[[assets/images/260625_1030__兴证 _原材料__4848528588151218.jpg|4848528588151218]] ![[assets/images/260625_1030__兴证 _原材料__4848528588151218.jpg|1200]] ## 112. 1525415455848112 - 所属主题：[[topics/284|#银行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441245244) - 本地资源：[[assets/images/260625_1030__银行__1525415455848112.jpg|1525415455848112]] ![[assets/images/260625_1030__银行__1525415455848112.jpg|1200]] ## 113. 1525415455848152 - 所属主题：[[topics/285|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448548152) - 本地资源：[[assets/images/260625_1029__OpenAI__1525415455848152.jpg|1525415455848152]] ![[assets/images/260625_1029__OpenAI__1525415455848152.jpg|1200]] ## 114. 8858248288121222 - 所属主题：[[topics/286|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544522228428558) - 本地资源：[[assets/images/260625_1029__半导体__8858248288121222.jpg|8858248288121222]] ![[assets/images/260625_1029__半导体__8858248288121222.jpg|1200]] ## 115. 4848528588151548 - 所属主题：[[topics/287|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448554512) - 本地资源：[[assets/images/260625_1029__市场__4848528588151548.jpg|4848528588151548]] ![[assets/images/260625_1029__市场__4848528588151548.jpg|1200]] ## 116. 5121541511858144 - 所属主题：[[topics/288|#阿里巴巴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255244448552141) - 本地资源：[[assets/images/260625_1029__阿里巴巴__5121541511858144.jpg|5121541511858144]] ![[assets/images/260625_1029__阿里巴巴__5121541511858144.jpg|1200]] ## 117. 1525415455841512 - 所属主题：[[topics/289|#面板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255244448552242) - 本地资源：[[assets/images/260625_1029__面板__1525415455841512.jpg|1525415455841512]] ![[assets/images/260625_1029__面板__1525415455841512.jpg|1200]] ## 118. 5121541511854214 - 所属主题：[[topics/290|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422411115225512) - 本地资源：[[assets/images/260625_1029__彭博新闻 _市场__5121541511854214.jpg|5121541511854214]] ![[assets/images/260625_1029__彭博新闻 _市场__5121541511854214.jpg|1200]] ## 119. 4848528588158848 - 所属主题：[[topics/291|如图，更新【电容】涨价弹性 电容开启涨价，本轮日本企业涨幅10-15%，国内江海、立隆5-10%。后续供给持续紧张，q3有望再次涨价。 #一体化的电容企业最为受]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522544441222844) - 本地资源：[[assets/images/260625_1028_如图，更新【电容】涨价弹性 电容开启涨价，本轮日本企业涨幅10-15%，国内江海、立隆5-10%。后__4848528588158848.jpg|4848528588158848]] ![[assets/images/260625_1028_如图，更新【电容】涨价弹性 电容开启涨价，本轮日本企业涨幅10-15%，国内江海、立隆5-10%。后__4848528588158848.jpg|1200]]