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星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212215581282) - 本地资源：[[assets/images/260626_2051__利率__2858248151525121.jpg|2858248151525121]] ![[assets/images/260626_2051__利率__2858248151525121.jpg|1200]] ## 009. 1525415821852442 - 所属主题：[[topics/015|#TSL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484482258422) - 本地资源：[[assets/images/260626_2051__TSL__1525415821852442.jpg|1525415821852442]] ![[assets/images/260626_2051__TSL__1525415821852442.jpg|1200]] ## 010. 4848528142184818 - 所属主题：[[topics/043|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212241154522) - 本地资源：_无本地文件_ _图片文件缺失_ ## 011. 8858248154185812 - 所属主题：[[topics/043|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212241154522) - 本地资源：_无本地文件_ _图片文件缺失_ ## 012. 5121541824812184 - 所属主题：[[topics/043|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212241154522) - 本地资源：[[assets/images/260626_2023__市场__5121541824812184.jpg|5121541824812184]] ![[assets/images/260626_2023__市场__5121541824812184.jpg|1200]] ## 013. 8858248154151152 - 所属主题：[[topics/058|#硅片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484418825282) - 本地资源：[[assets/images/260626_2019__硅片__8858248154151152.jpg|8858248154151152]] ![[assets/images/260626_2019__硅片__8858248154151152.jpg|1200]] ## 014. 8858248154154482 - 所属主题：[[topics/059|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522585548455544) - 本地资源：[[assets/images/260626_2018__AI__8858248154154482.jpg|8858248154154482]] ![[assets/images/260626_2018__AI__8858248154154482.jpg|1200]] ## 015. 2858248411124251 - 所属主题：[[topics/063|#易天股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255212221582121) - 本地资源：[[assets/images/260626_1430__易天股份__2858248411124251.jpg|2858248411124251]] ![[assets/images/260626_1430__易天股份__2858248411124251.jpg|1200]] ## 016. 1525415188844542 - 所属主题：[[topics/064|#东财 #Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484448252822) - 本地资源：[[assets/images/260626_1429__东财 _Anthropic__1525415188844542.jpg|1525415188844542]] ![[assets/images/260626_1429__东财 _Anthropic__1525415188844542.jpg|1200]] ## 017. 2858248411128251 - 所属主题：[[topics/068|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212224145122) - 本地资源：[[assets/images/260626_1427__MLCC__2858248411128251.jpg|2858248411128251]] ![[assets/images/260626_1427__MLCC__2858248411128251.jpg|1200]] ## 018. 2858248411128441 - 所属主题：[[topics/068|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212224145122) - 本地资源：[[assets/images/260626_1427__MLCC__2858248411128441.jpg|2858248411128441]] ![[assets/images/260626_1427__MLCC__2858248411128441.jpg|1200]] ## 019. 4848528211582128 - 所属主题：[[topics/101|#电容]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484445541422) - 本地资源：[[assets/images/260626_1341__电容__4848528211582128.jpg|4848528211582128]] ![[assets/images/260626_1341__电容__4848528211582128.jpg|1200]] ## 020. 8858248411284412 - 所属主题：[[topics/102|#苹果]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522585551151414) - 本地资源：[[assets/images/260626_1340__苹果__8858248411284412.jpg|8858248411284412]] ![[assets/images/260626_1340__苹果__8858248411284412.jpg|1200]] ## 021. 8858248411288112 - 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所属主题：[[topics/146|#软通动力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484455521552) - 本地资源：[[assets/images/260626_1037__软通动力__5121541581184424.jpg|5121541581184424]] ![[assets/images/260626_1037__软通动力__5121541581184424.jpg|1200]] ## 029. 5121541581185444 - 所属主题：[[topics/150|#金盘科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515588411248) - 本地资源：[[assets/images/260626_1035__金盘科技__5121541581185444.jpg|5121541581185444]] ![[assets/images/260626_1035__金盘科技__5121541581185444.jpg|1200]] ## 030. 2858248218818441 - 所属主题：[[topics/152|买入养猪股：这才是周期底部该有的样子！ 猪价从4月14日触底后开启新周期，股价却义无反顾断崖式下跌，这是对过去猪价与股价背离的最有力还击。在产业深陷亏损的泥潭苦]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255212288511541) - 本地资源：[[assets/images/260626_1035_买入养猪股：这才是周期底部该有的样子！ 猪价从4月14日触底后开启新周期，股价却义无反顾断崖式下跌，__2858248218818441.jpg|2858248218818441]] ![[assets/images/260626_1035_买入养猪股：这才是周期底部该有的样子！ 猪价从4月14日触底后开启新周期，股价却义无反顾断崖式下跌，__2858248218818441.jpg|1200]] ## 031. 8858248218818452 - 所属主题：[[topics/153|#科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515588415258) - 本地资源：[[assets/images/260626_1034__科技__8858248218818452.jpg|8858248218818452]] ![[assets/images/260626_1034__科技__8858248218818452.jpg|1200]] ## 032. 1525415485585522 - 所属主题：[[topics/155|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515588482248) - 本地资源：[[assets/images/260626_1034__航天航空__1525415485585522.jpg|1525415485585522]] ![[assets/images/260626_1034__航天航空__1525415485585522.jpg|1200]] ## 033. 4848528518814128 - 所属主题：[[topics/157|#华源 #VLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212288582412) - 本地资源：[[assets/images/260626_1033__华源 _VLCC__4848528518814128.jpg|4848528518814128]] ![[assets/images/260626_1033__华源 _VLCC__4848528518814128.jpg|1200]] ## 034. 5121541581182824 - 所属主题：[[topics/158|#华源 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212288588442) - 本地资源：[[assets/images/260626_1033__华源 _霍尔木兹海峡__5121541581182824.jpg|5121541581182824]] ![[assets/images/260626_1033__华源 _霍尔木兹海峡__5121541581182824.jpg|1200]] ## 035. 8858248215158452 - 所属主题：[[topics/200|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515545184458) - 本地资源：[[assets/images/260626_0940__小洪__8858248215158452.jpg|8858248215158452]] ![[assets/images/260626_0940__小洪__8858248215158452.jpg|1200]] ## 036. 5121541582821814 - 所属主题：[[topics/200|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515545184458) - 本地资源：[[assets/images/260626_0940__小洪__5121541582821814.jpg|5121541582821814]] ![[assets/images/260626_0940__小洪__5121541582821814.jpg|1200]] ## 037. 5121541582821844 - 所属主题：[[topics/200|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515545184458) - 本地资源：[[assets/images/260626_0940__小洪__5121541582821844.jpg|5121541582821844]] ![[assets/images/260626_0940__小洪__5121541582821844.jpg|1200]] ## 038. 5121541582825214 - 所属主题：[[topics/200|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515545184458) - 本地资源：[[assets/images/260626_0940__小洪__5121541582825214.jpg|5121541582825214]] ![[assets/images/260626_0940__小洪__5121541582825214.jpg|1200]] ## 039. 8858248215158282 - 所属主题：[[topics/204|#刀具]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522585525824224) - 本地资源：[[assets/images/260626_0940__刀具__8858248215158282.jpg|8858248215158282]] ![[assets/images/260626_0940__刀具__8858248215158282.jpg|1200]] ## 040. 1525415482825482 - 所属主题：[[topics/204|#刀具]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522585525824224) - 本地资源：[[assets/images/260626_0940__刀具__1525415482825482.jpg|1525415482825482]] ![[assets/images/260626_0940__刀具__1525415482825482.jpg|1200]] ## 041. 4848528514211218 - 所属主题：[[topics/209|#天风 #CCL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484424822482) - 本地资源：[[assets/images/260626_0939__天风 _CCL__4848528514211218.jpg|4848528514211218]] ![[assets/images/260626_0939__天风 _CCL__4848528514211218.jpg|1200]] ## 042. 8858248215411582 - 所属主题：[[topics/213|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515545212218) - 本地资源：[[assets/images/260626_0938__存储__8858248215411582.jpg|8858248215411582]] ![[assets/images/260626_0938__存储__8858248215411582.jpg|1200]] ## 043. 8858248215412282 - 所属主题：[[topics/218|#电容 #江海股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484424185182) - 本地资源：[[assets/images/260626_0937__电容 _江海股份__8858248215412282.jpg|8858248215412282]] ![[assets/images/260626_0937__电容 _江海股份__8858248215412282.jpg|1200]] ## 044. 4848528514215848 - 所属主题：[[topics/220|#太阳纸业 #博汇纸业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484424185512) - 本地资源：[[assets/images/260626_0937__太阳纸业 _博汇纸业__4848528514215848.jpg|4848528514215848]] ![[assets/images/260626_0937__太阳纸业 _博汇纸业__4848528514215848.jpg|1200]] ## 045. 4848528514215888 - 所属主题：[[topics/220|#太阳纸业 #博汇纸业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484424185512) - 本地资源：[[assets/images/260626_0937__太阳纸业 _博汇纸业__4848528514215888.jpg|4848528514215888]] ![[assets/images/260626_0937__太阳纸业 _博汇纸业__4848528514215888.jpg|1200]] ## 046. 1525415482184222 - 所属主题：[[topics/222|#科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484424154542) - 本地资源：[[assets/images/260626_0936__科技__1525415482184222.jpg|1525415482184222]] ![[assets/images/260626_0936__科技__1525415482184222.jpg|1200]] ## 047. 1525415482185842 - 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所属主题：[[topics/268|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522585184881424) - 本地资源：[[assets/images/260626_0850__监管__5121541582251254.jpg|5121541582251254]] ![[assets/images/260626_0850__监管__5121541582251254.jpg|1200]] ## 052. 5121541582218524 - 所属主题：[[topics/269|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255212814141411) - 本地资源：[[assets/images/260626_0850__市场__5121541582218524.jpg|5121541582218524]] ![[assets/images/260626_0850__市场__5121541582218524.jpg|1200]] ## 053. 4848528514481488 - 所属主题：[[topics/270|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484581814182) - 本地资源：[[assets/images/260626_0849__OpenAI__4848528514481488.jpg|4848528514481488]] ![[assets/images/260626_0849__OpenAI__4848528514481488.jpg|1200]] ## 054. 5121541582214844 - 所属主题：[[topics/271|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515812125248) - 本地资源：[[assets/images/260626_0849__AI__5121541582214844.jpg|5121541582214844]] ![[assets/images/260626_0849__AI__5121541582214844.jpg|1200]] ## 055. 1525415482251822 - 所属主题：[[topics/272|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484581814212) - 本地资源：[[assets/images/260626_0849__霍尔木兹海峡__1525415482251822.jpg|1525415482251822]] ![[assets/images/260626_0849__霍尔木兹海峡__1525415482251822.jpg|1200]] ## 056. 8858248215585422 - 所属主题：[[topics/282|#康宁 #基板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255212814182882) - 本地资源：[[assets/images/260626_0846__康宁 _基板__8858248215585422.jpg|8858248215585422]] ![[assets/images/260626_0846__康宁 _基板__8858248215585422.jpg|1200]] ## 057. 8858248215585452 - 所属主题：[[topics/284|🔥从 PCB 涨价函看当下 PCB 产业链的投资机会！ 近日，PCB 厂商猎板发出涨价函，我们提取核心要点如下： 1、近期PCB核心材料#严重缺货，目前建滔、生]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484581855112) - 本地资源：[[assets/images/260626_0846_🔥从 PCB 涨价函看当下 PCB 产业链的投资机会！ 近日，PCB 厂商猎板发出涨价函，我们提取核__8858248215585452.jpg|8858248215585452]] ![[assets/images/260626_0846_🔥从 PCB 涨价函看当下 PCB 产业链的投资机会！ 近日，PCB 厂商猎板发出涨价函，我们提取核__8858248215585452.jpg|1200]] ## 058. 8858248215585282 - 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所属主题：[[topics/297|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255212814424851) - 本地资源：[[assets/images/260626_0844__存储__2858248215551481.jpg|2858248215551481]] ![[assets/images/260626_0844__存储__2858248215551481.jpg|1200]] ## 063. 2858248215554411 - 所属主题：[[topics/298|#聚酯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484581144522) - 本地资源：[[assets/images/260626_0844__聚酯__2858248215554411.jpg|2858248215554411]] ![[assets/images/260626_0844__聚酯__2858248215554411.jpg|1200]] ## 064. 4848528514442148 - 所属主题：[[topics/298|#聚酯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484581144522) - 本地资源：[[assets/images/260626_0844__聚酯__4848528514442148.jpg|4848528514442148]] ![[assets/images/260626_0844__聚酯__4848528514442148.jpg|1200]] ## 065. 1525415482221212 - 所属主题：[[topics/305|😮苹果产品涨价，AI 通胀带来的连锁代价已经开始显现，部分做基本面研究的资金已经产生恐慌情绪。 📉除去存储芯片之外，其余各类硬件赛道确实都面临盈利承压的问题，核]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422484581154482) - 本地资源：[[assets/images/260626_0842_😮苹果产品涨价，AI 通胀带来的连锁代价已经开始显现，部分做基本面研究的资金已经产生恐慌情绪。 📉除__1525415482221212.jpg|1525415482221212]] ![[assets/images/260626_0842_😮苹果产品涨价，AI 通胀带来的连锁代价已经开始显现，部分做基本面研究的资金已经产生恐慌情绪。 📉除__1525415482221212.jpg|1200]] ## 066. 8858248215552142 - 所属主题：[[topics/307|【东吴电新】碳酸锂周度更新（6.18-6.25）：本周继续去库，锂价有所回落 #价格：本周碳酸锂现货、精矿价格下跌。SMM电池级15.70万元/吨，周环比-6.]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515812285488) - 本地资源：[[assets/images/260626_0842_【东吴电新】碳酸锂周度更新（6.18-6.25）：本周继续去库，锂价有所回落 _价格：本周碳酸锂现货__8858248215552142.jpg|8858248215552142]] ![[assets/images/260626_0842_【东吴电新】碳酸锂周度更新（6.18-6.25）：本周继续去库，锂价有所回落 _价格：本周碳酸锂现货__8858248215552142.jpg|1200]] ## 067. 4848528514448558 - 所属主题：[[topics/309|#英特尔 #CPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515812284148) - 本地资源：[[assets/images/260626_0842__英特尔 _CPU__4848528514448558.jpg|4848528514448558]] ![[assets/images/260626_0842__英特尔 _CPU__4848528514448558.jpg|1200]] ## 068. placeholder1.png - 所属主题：[[topics/309|#英特尔 #CPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515812284148) - 本地资源：[[assets/images/260626_0842__英特尔 _CPU__placeholder1.png|placeholder1.png]] ![[assets/images/260626_0842__英特尔 _CPU__placeholder1.png|1200]] ## 069. 5121541582225444 - 所属主题：[[topics/309|#英特尔 #CPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544515812284148) - 本地资源：[[assets/images/260626_0842__英特尔 _CPU__5121541582225444.jpg|5121541582225444]] ![[assets/images/260626_0842__英特尔 _CPU__5121541582225444.jpg|1200]]