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所属主题：[[topics/122|#创新药]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155528254282) - 本地资源：[[assets/images/260710_1011__创新药__2858241581451581.jpg|2858241581451581]] ![[assets/images/260710_1011__创新药__2858241581451581.jpg|1200]] ## 005. 4848521481242118 - 所属主题：[[topics/123|#威龙股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488851588411) - 本地资源：[[assets/images/260710_1011__威龙股份__4848521481242118.jpg|4848521481242118]] ![[assets/images/260710_1011__威龙股份__4848521481242118.jpg|1200]] ## 006. 1525418258121582 - 所属主题：[[topics/124|#光模块 #NPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155528252212) - 本地资源：[[assets/images/260710_1010__光模块 _NPO__1525418258121582.jpg|1525418258121582]] ![[assets/images/260710_1010__光模块 _NPO__1525418258121582.jpg|1200]] ## 007. 2858241581812121 - 所属主题：[[topics/127|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488852558882) - 本地资源：[[assets/images/260710_0959__小光__2858241581812121.jpg|2858241581812121]] ![[assets/images/260710_0959__小光__2858241581812121.jpg|1200]] ## 008. 8858241581812442 - 所属主题：[[topics/128|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488852555121) - 本地资源：[[assets/images/260710_0959__航天航空__8858241581812442.jpg|8858241581812442]] ![[assets/images/260710_0959__航天航空__8858241581812442.jpg|1200]] ## 009. 1525418258584152 - 所属主题：[[topics/129|#连接器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411125222484) - 本地资源：[[assets/images/260710_0959__连接器__1525418258584152.jpg|1525418258584152]] ![[assets/images/260710_0959__连接器__1525418258584152.jpg|1200]] ## 010. 1525418258585122 - 所属主题：[[topics/130|【国海农业】6月生猪产能去化加速 6月，样本能繁母猪存栏量环比-0.91%（5月-0.85%），同比-2.11%；淘汰母猪屠宰量环比+1.44%（数据来源：涌益]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488858111842) - 本地资源：[[assets/images/260710_0958_【国海农业】6月生猪产能去化加速 6月，样本能繁母猪存栏量环比-0.91%（5月-0.85%），同比__1525418258585122.jpg|1525418258585122]] ![[assets/images/260710_0958_【国海农业】6月生猪产能去化加速 6月，样本能繁母猪存栏量环比-0.91%（5月-0.85%），同比__1525418258585122.jpg|1200]] ## 011. 8858241581541152 - 所属主题：[[topics/141|#碧水源]] - 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所属主题：[[topics/146|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411121541854) - 本地资源：[[assets/images/260710_0945__伊朗__1525418258211242.jpg|1525418258211242]] ![[assets/images/260710_0945__伊朗__1525418258211242.jpg|1200]] ## 016. 2858241581542141 - 所属主题：[[topics/147|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488858248482) - 本地资源：[[assets/images/260710_0945__PCB__2858241581542141.jpg|2858241581542141]] ![[assets/images/260710_0945__PCB__2858241581542141.jpg|1200]] ## 017. placeholder1.png - 所属主题：[[topics/147|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488858248482) - 本地资源：[[assets/images/260710_0945__PCB__placeholder1.png|placeholder1.png]] ![[assets/images/260710_0945__PCB__placeholder1.png|1200]] ## 018. 5121548218245184 - 所属主题：[[topics/149|#天风 #连接器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488858221281) - 本地资源：[[assets/images/260710_0943__天风 _连接器__5121548218245184.jpg|5121548218245184]] ![[assets/images/260710_0943__天风 _连接器__5121548218245184.jpg|1200]] ## 019. 1525418258214212 - 所属主题：[[topics/150|#长征火箭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155525448242) - 本地资源：[[assets/images/260710_0943__长征火箭__1525418258214212.jpg|1525418258214212]] ![[assets/images/260710_0943__长征火箭__1525418258214212.jpg|1200]] ## 020. 5121548218245114 - 所属主题：[[topics/150|#长征火箭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155525448242) - 本地资源：[[assets/images/260710_0943__长征火箭__5121548218245114.jpg|5121548218245114]] ![[assets/images/260710_0943__长征火箭__5121548218245114.jpg|1200]] ## 021. 4848521481425448 - 所属主题：[[topics/151|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411121554214) - 本地资源：[[assets/images/260710_0943__伊朗__4848521481425448.jpg|4848521481425448]] ![[assets/images/260710_0943__伊朗__4848521481425448.jpg|1200]] ## 022. 1525418258212842 - 所属主题：[[topics/153|【长江电新】20260709-锂电推荐更新：当前锂电白马的安全边际探讨 锂电板块近两日大幅调整，短期景气其实并没有边际恶化，更多是资金面影响，但客观讲中期维度，]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288848555888) - 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星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411121552514) - 本地资源：[[assets/images/260710_0941__海力士__1525418258212122.jpg|1525418258212122]] ![[assets/images/260710_0941__海力士__1525418258212122.jpg|1200]] ## 026. 5121548218242554 - 所属主题：[[topics/159|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488858225581) - 本地资源：[[assets/images/260710_0941__英伟达__5121548218242554.jpg|5121548218242554]] ![[assets/images/260710_0941__英伟达__5121548218242554.jpg|1200]] ## 027. 4848521481424558 - 所属主题：[[topics/160|#Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411121518824) - 本地资源：[[assets/images/260710_0941__Meta__4848521481424558.jpg|4848521481424558]] ![[assets/images/260710_0941__Meta__4848521481424558.jpg|1200]] ## 028. 2858241581584181 - 所属主题：[[topics/162|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488858888852) - 本地资源：[[assets/images/260710_0935__ETF__2858241581584181.jpg|2858241581584181]] ![[assets/images/260710_0935__ETF__2858241581584181.jpg|1200]] ## 029. 4848521481485148 - 所属主题：[[topics/163|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155525552222) - 本地资源：[[assets/images/260710_0935__九点特供__4848521481485148.jpg|4848521481485148]] ![[assets/images/260710_0935__九点特供__4848521481485148.jpg|1200]] ## 030. 5121548218215454 - 所属主题：[[topics/164|#电报解读 #Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488858851441) - 本地资源：[[assets/images/260710_0935__电报解读 _Meta__5121548218215454.jpg|5121548218215454]] ![[assets/images/260710_0935__电报解读 _Meta__5121548218215454.jpg|1200]] ## 031. 4848521481488128 - 所属主题：[[topics/166|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488858854581) - 本地资源：[[assets/images/260710_0934__小光__4848521481488128.jpg|4848521481488128]] ![[assets/images/260710_0934__小光__4848521481488128.jpg|1200]] ## 032. 5121548211485424 - 所属主题：[[topics/256|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411285115244) - 本地资源：[[assets/images/260710_0847__红宝书__5121548211485424.jpg|5121548211485424]] ![[assets/images/260710_0847__红宝书__5121548211485424.jpg|1200]] ## 033. 5121548211485144 - 所属主题：[[topics/258|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488512885551) - 本地资源：[[assets/images/260710_0847__监管__5121548211485144.jpg|5121548211485144]] ![[assets/images/260710_0847__监管__5121548211485144.jpg|1200]] ## 034. 1525418255184552 - 所属主题：[[topics/260|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288415842528) - 本地资源：[[assets/images/260710_0847__市场__1525418255184552.jpg|1525418255184552]] ![[assets/images/260710_0847__市场__1525418255184552.jpg|1200]] ## 035. 1525418255184212 - 所属主题：[[topics/262|2026年7月9日盘后，华为计算官微:华为联合产业伙伴发起OPEN NPO项目，共建国内首个NPO光互连MSA。 华为OPEN NPO概念谷汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411285125884) - 本地资源：[[assets/images/260710_0846_2026年7月9日盘后，华为计算官微 华为联合产业伙伴发起OPEN NPO项目，共建国内首个NPO光__1525418255184212.jpg|1525418255184212]] ![[assets/images/260710_0846_2026年7月9日盘后，华为计算官微 华为联合产业伙伴发起OPEN NPO项目，共建国内首个NPO光__1525418255184212.jpg|1200]] ## 036. 1525418255185242 - 所属主题：[[topics/264|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488512521852) - 本地资源：[[assets/images/260710_0846__OpenAI__1525418255185242.jpg|1525418255185242]] ![[assets/images/260710_0846__OpenAI__1525418255185242.jpg|1200]] ## 037. 8858241588415182 - 所属主题：[[topics/267|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411285254154) - 本地资源：[[assets/images/260710_0846__海力士__8858241588415182.jpg|8858241588415182]] ![[assets/images/260710_0846__海力士__8858241588415182.jpg|1200]] ## 038. 1525418255182822 - 所属主题：[[topics/268|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155284244282) - 本地资源：[[assets/images/260710_0846__伊朗__1525418255182822.jpg|1525418255182822]] ![[assets/images/260710_0846__伊朗__1525418255182822.jpg|1200]] ## 039. 1525418255182512 - 所属主题：[[topics/271|#芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488512525522) - 本地资源：[[assets/images/260710_0845__芯片__1525418255182512.jpg|1525418255182512]] ![[assets/images/260710_0845__芯片__1525418255182512.jpg|1200]] ## 040. 2858241588415511 - 所属主题：[[topics/273|#Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288415481228) - 本地资源：[[assets/images/260710_0845__Meta__2858241588415511.jpg|2858241588415511]] ![[assets/images/260710_0845__Meta__2858241588415511.jpg|1200]] ## 041. 4848521488214458 - 所属主题：[[topics/274|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155284258512) - 本地资源：[[assets/images/260710_0845__彭博新闻 _市场__4848521488214458.jpg|4848521488214458]] ![[assets/images/260710_0845__彭博新闻 _市场__4848521488214458.jpg|1200]] ## 042. 4848521488214258 - 所属主题：[[topics/274|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155284258512) - 本地资源：[[assets/images/260710_0845__彭博新闻 _市场__4848521488214258.jpg|4848521488214258]] ![[assets/images/260710_0845__彭博新闻 _市场__4848521488214258.jpg|1200]] ## 043. 4848521488221488 - 所属主题：[[topics/277|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488512582252) - 本地资源：[[assets/images/260710_0844__电报解读__4848521488221488.jpg|4848521488221488]] ![[assets/images/260710_0844__电报解读__4848521488221488.jpg|1200]] ## 044. 8858241588444142 - 所属主题：[[topics/279|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488512582551) - 本地资源：[[assets/images/260710_0844__研选__8858241588444142.jpg|8858241588444142]] ![[assets/images/260710_0844__研选__8858241588444142.jpg|1200]] ## 045. 8858241588444152 - 所属主题：[[topics/280|#电报解读 #业绩]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288415484158) - 本地资源：[[assets/images/260710_0844__电报解读 _业绩__8858241588444152.jpg|8858241588444152]] ![[assets/images/260710_0844__电报解读 _业绩__8858241588444152.jpg|1200]] ## 046. 2858241588444551 - 所属主题：[[topics/287|#长征火箭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288415444158) - 本地资源：[[assets/images/260710_0843__长征火箭__2858241588444551.jpg|2858241588444551]] ![[assets/images/260710_0843__长征火箭__2858241588444551.jpg|1200]] ## 047. 1525418255115152 - 所属主题：[[topics/290|🔥【国盛建筑何亚轩】美光上修美国本土投资至2500亿美元，扩产进程显著加快，#当前位置继续重点推荐亚翔集成（新加坡MU唯一承包商） 🌟事件：美光宣布加速美国晶圆]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488518112482) - 本地资源：[[assets/images/260710_0842_🔥【国盛建筑何亚轩】美光上修美国本土投资至2500亿美元，扩产进程显著加快，_当前位置继续重点推荐亚__1525418255115152.jpg|1525418255115152]] ![[assets/images/260710_0842_🔥【国盛建筑何亚轩】美光上修美国本土投资至2500亿美元，扩产进程显著加快，_当前位置继续重点推荐亚__1525418255115152.jpg|1200]] ## 048. 5121548211441144 - 所属主题：[[topics/292|#兴证 #业绩 #半年报]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288418118258) - 本地资源：_无本地文件_ _图片文件缺失_ ## 049. 4848521484282528 - 所属主题：[[topics/376|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411245151154) - 本地资源：[[assets/images/260710_0251__全知道__4848521484282528.jpg|4848521484282528]] ![[assets/images/260710_0251__全知道__4848521484282528.jpg|1200]] ## 050. 8858241585484222 - 所属主题：[[topics/377|#电报解读 #华为 #NPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542828852) - 本地资源：[[assets/images/260710_0251__电报解读 _华为 _NPO__8858241585484222.jpg|8858241585484222]] ![[assets/images/260710_0251__电报解读 _华为 _NPO__8858241585484222.jpg|1200]] ## 051. 2858241585484281 - 所属主题：[[topics/378|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542828511) - 本地资源：[[assets/images/260710_0251__早知道__2858241585484281.jpg|2858241585484281]] ![[assets/images/260710_0251__早知道__2858241585484281.jpg|1200]] ## 052. 8858241585484282 - 所属主题：[[topics/379|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542828512) - 本地资源：[[assets/images/260710_0250__龙虎榜__8858241585484282.jpg|8858241585484282]] ![[assets/images/260710_0250__龙虎榜__8858241585484282.jpg|1200]] ## 053. 5121548212414514 - 所属主题：[[topics/379|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542828512) - 本地资源：[[assets/images/260710_0250__龙虎榜__5121548212414514.jpg|5121548212414514]] ![[assets/images/260710_0250__龙虎榜__5121548212414514.jpg|1200]] ## 054. 1525418252151422 - 所属主题：[[topics/380|#机构调研 #东芯股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425858418) - 本地资源：[[assets/images/260710_0250__机构调研 _东芯股份__1525418252151422.jpg|1525418252151422]] ![[assets/images/260710_0250__机构调研 _东芯股份__1525418252151422.jpg|1200]] ## 055. 2858241585484811 - 所属主题：[[topics/381|#风口研报 #造船]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542828541) - 本地资源：[[assets/images/260710_0250__风口研报 _造船__2858241585484811.jpg|2858241585484811]] ![[assets/images/260710_0250__风口研报 _造船__2858241585484811.jpg|1200]] ## 056. 5121548212414184 - 所属主题：[[topics/382|#电报解读 #电力 #算力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411245151244) - 本地资源：[[assets/images/260710_0250__电报解读 _电力 _算力__5121548212414184.jpg|5121548212414184]] ![[assets/images/260710_0250__电报解读 _电力 _算力__5121548212414184.jpg|1200]] ## 057. 5121548212414144 - 所属主题：[[topics/383|#AI手机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542825142) - 本地资源：[[assets/images/260710_0248__AI手机__5121548212414144.jpg|5121548212414144]] ![[assets/images/260710_0248__AI手机__5121548212414144.jpg|1200]] ## 058. 4848521484282828 - 所属主题：[[topics/384|#东北 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411245118814) - 本地资源：[[assets/images/260710_0247__东北 _存储__4848521484282828.jpg|4848521484282828]] ![[assets/images/260710_0247__东北 _存储__4848521484282828.jpg|1200]] ## 059. 8858241585484882 - 所属主题：[[topics/385|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542881241) - 本地资源：[[assets/images/260710_0246__Anthropic__8858241585484882.jpg|8858241585484882]] ![[assets/images/260710_0246__Anthropic__8858241585484882.jpg|1200]] ## 060. 8858241585484852 - 所属主题：[[topics/386|#Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542881521) - 本地资源：[[assets/images/260710_0245__Meta__8858241585484852.jpg|8858241585484852]] ![[assets/images/260710_0245__Meta__8858241585484852.jpg|1200]] ## 061. 1525418252151522 - 所属主题：[[topics/387|#封装]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542882152) - 本地资源：[[assets/images/260710_0243__封装__1525418252151522.jpg|1525418252151522]] ![[assets/images/260710_0243__封装__1525418252151522.jpg|1200]] ## 062. 4848521484282458 - 所属主题：[[topics/388|#Seedance]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542885122) - 本地资源：[[assets/images/260710_0240__Seedance__4848521484282458.jpg|4848521484282458]] ![[assets/images/260710_0240__Seedance__4848521484282458.jpg|1200]] ## 063. 1525418252151242 - 所属主题：[[topics/389|#芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542885152) - 本地资源：[[assets/images/260710_0240__芯片__1525418252151242.jpg|1525418252151242]] ![[assets/images/260710_0240__芯片__1525418252151242.jpg|1200]] ## 064. 4848521484282448 - 所属主题：[[topics/390|#兴证 #基药]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425884258) - 本地资源：[[assets/images/260710_0239__兴证 _基药__4848521484282448.jpg|4848521484282448]] ![[assets/images/260710_0239__兴证 _基药__4848521484282448.jpg|1200]] ## 065. 1525418252151222 - 所属主题：[[topics/391|#中芯国际]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542885481) - 本地资源：[[assets/images/260710_0239__中芯国际__1525418252151222.jpg|1525418252151222]] ![[assets/images/260710_0239__中芯国际__1525418252151222.jpg|1200]] ## 066. 5121548212415884 - 所属主题：[[topics/392|#高盛 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155214552152) - 本地资源：[[assets/images/260710_0238__高盛 _韩股__5121548212415884.jpg|5121548212415884]] ![[assets/images/260710_0238__高盛 _韩股__5121548212415884.jpg|1200]] ## 067. 1525418252154182 - 所属主题：[[topics/393|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425884528) - 本地资源：[[assets/images/260710_0238__市场__1525418252154182.jpg|1525418252154182]] ![[assets/images/260710_0238__市场__1525418252154182.jpg|1200]] ## 068. 8858241585482152 - 所属主题：[[topics/393|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425884528) - 本地资源：[[assets/images/260710_0238__市场__8858241585482152.jpg|8858241585482152]] ![[assets/images/260710_0238__市场__8858241585482152.jpg|1200]] ## 069. 1525418252154882 - 所属主题：[[topics/393|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425884528) - 本地资源：[[assets/images/260710_0238__市场__1525418252154882.jpg|1525418252154882]] ![[assets/images/260710_0238__市场__1525418252154882.jpg|1200]] ## 070. 4848521484285158 - 所属主题：[[topics/394|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411245112114) - 本地资源：[[assets/images/260710_0237__航天航空__4848521484285158.jpg|4848521484285158]] ![[assets/images/260710_0237__航天航空__4848521484285158.jpg|1200]] ## 071. 4848521484285188 - 所属主题：[[topics/395|#高盛 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425884428) - 本地资源：[[assets/images/260710_0237__高盛 _AI__4848521484285188.jpg|4848521484285188]] ![[assets/images/260710_0237__高盛 _AI__4848521484285188.jpg|1200]] ## 072. 2858241585482181 - 所属主题：[[topics/395|#高盛 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425884428) - 本地资源：[[assets/images/260710_0237__高盛 _AI__2858241585482181.jpg|2858241585482181]] ![[assets/images/260710_0237__高盛 _AI__2858241585482181.jpg|1200]] ## 073. 1525418252154842 - 所属主题：[[topics/395|#高盛 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425884428) - 本地资源：[[assets/images/260710_0237__高盛 _AI__1525418252154842.jpg|1525418252154842]] ![[assets/images/260710_0237__高盛 _AI__1525418252154842.jpg|1200]] ## 074. 1525418252154852 - 所属主题：[[topics/396|特斯拉机器人概念股汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542885552) - 本地资源：[[assets/images/260710_0236_特斯拉机器人概念股汇总__1525418252154852.jpg|1525418252154852]] ![[assets/images/260710_0236_特斯拉机器人概念股汇总__1525418252154852.jpg|1200]] ## 075. 2858241585482151 - 所属主题：[[topics/397|燧原科技概念股汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155214552222) - 本地资源：[[assets/images/260710_0236_燧原科技概念股汇总__2858241585482151.jpg|2858241585482151]] ![[assets/images/260710_0236_燧原科技概念股汇总__2858241585482151.jpg|1200]] ## 076. 4848521484282848 - 所属主题：[[topics/397|燧原科技概念股汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155214552222) - 本地资源：[[assets/images/260710_0236_燧原科技概念股汇总__4848521484282848.jpg|4848521484282848]] ![[assets/images/260710_0236_燧原科技概念股汇总__4848521484282848.jpg|1200]] ## 077. 2858241585482441 - 所属主题：[[topics/398|【长城机械】提醒一下，在关注半导体设备的时候，也不要忘记# 1 半导体的前、中、后道工艺都涉及丝杠导轨。 2 目前国内的半导体客户已经做进去15-20家，【客户]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542851152) - 本地资源：[[assets/images/260710_0235_【长城机械】提醒一下，在关注半导体设备的时候，也不要忘记_ 1 半导体的前、中、后道工艺都涉及丝杠导__2858241585482441.jpg|2858241585482441]] ![[assets/images/260710_0235_【长城机械】提醒一下，在关注半导体设备的时候，也不要忘记_ 1 半导体的前、中、后道工艺都涉及丝杠导__2858241585482441.jpg|1200]] ## 078. 8858241585482442 - 所属主题：[[topics/399|华为联合产业伙伴发起OPEN ...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542851412) - 本地资源：[[assets/images/260710_0234_华为联合产业伙伴发起OPEN__8858241585482442.jpg|8858241585482442]] ![[assets/images/260710_0234_华为联合产业伙伴发起OPEN__8858241585482442.jpg|1200]] ## 079. 2858241585482421 - 所属主题：[[topics/400|#台风]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155214528182) - 本地资源：[[assets/images/260710_0233__台风__2858241585482421.jpg|2858241585482421]] ![[assets/images/260710_0233__台风__2858241585482421.jpg|1200]] ## 080. 5121548212415454 - 所属主题：[[topics/401|#Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542851441) - 本地资源：[[assets/images/260710_0233__Meta__5121548212415454.jpg|5121548212415454]] ![[assets/images/260710_0233__Meta__5121548212415454.jpg|1200]] ## 081. 8858241585482422 - 所属主题：[[topics/402|#无人驾驶]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542548211) - 本地资源：[[assets/images/260710_0232__无人驾驶__8858241585482422.jpg|8858241585482422]] ![[assets/images/260710_0232__无人驾驶__8858241585482422.jpg|1200]] ## 082. 5121548212411814 - 所属主题：[[topics/404|#Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542548212) - 本地资源：[[assets/images/260710_0232__Meta__5121548212411814.jpg|5121548212411814]] ![[assets/images/260710_0232__Meta__5121548212411814.jpg|1200]] ## 083. 4848521484288188 - 所属主题：[[topics/405|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411245241554) - 本地资源：[[assets/images/260710_0232__市场__4848521484288188.jpg|4848521484288188]] ![[assets/images/260710_0232__市场__4848521484288188.jpg|1200]] ## 084. 8858241585488152 - 所属主题：[[topics/408|#美光科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542548812) - 本地资源：[[assets/images/260710_0231__美光科技__8858241585488152.jpg|8858241585488152]] ![[assets/images/260710_0231__美光科技__8858241585488152.jpg|1200]] ## 085. 2858241585488411 - 所属主题：[[topics/409|800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计算中国峰会，字节跳动正式发布新一代兆瓦级算力系统AI Rac]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425428818) - 本地资源：[[assets/images/260710_0231_800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计__2858241585488411.jpg|2858241585488411]] ![[assets/images/260710_0231_800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计__2858241585488411.jpg|1200]] ## 086. 1525418252155822 - 所属主题：[[topics/409|800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计算中国峰会，字节跳动正式发布新一代兆瓦级算力系统AI Rac]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425428818) - 本地资源：[[assets/images/260710_0231_800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计__1525418252155822.jpg|1525418252155822]] ![[assets/images/260710_0231_800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计__1525418252155822.jpg|1200]] ## 087. 4848521484288148 - 所属主题：[[topics/409|800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计算中国峰会，字节跳动正式发布新一代兆瓦级算力系统AI Rac]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425428818) - 本地资源：[[assets/images/260710_0231_800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计__4848521484288148.jpg|4848521484288148]] ![[assets/images/260710_0231_800V+全液冷！字节AI Rack 3.0炸场OCP，重新定义AI算力底座 事件：今日OCP开放计__4848521484288148.jpg|1200]] ## 088. 8858241585488442 - 所属主题：[[topics/410|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155214215512) - 本地资源：[[assets/images/260710_0230__市场__8858241585488442.jpg|8858241585488442]] ![[assets/images/260710_0230__市场__8858241585488442.jpg|1200]] ## 089. 4848521484288228 - 所属主题：[[topics/411|#长鑫科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411245241154) - 本地资源：[[assets/images/260710_0230__长鑫科技__4848521484288228.jpg|4848521484288228]] ![[assets/images/260710_0230__长鑫科技__4848521484288228.jpg|1200]] ## 090. 1525418252155112 - 所属主题：[[topics/412|#紫金矿业 #半年报]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542548851) - 本地资源：[[assets/images/260710_0229__紫金矿业 _半年报__1525418252155112.jpg|1525418252155112]] ![[assets/images/260710_0229__紫金矿业 _半年报__1525418252155112.jpg|1200]] ## 091. 2858241585488421 - 所属主题：[[topics/414|#中信证券 #情绪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155214215522) - 本地资源：[[assets/images/260710_0229__中信证券 _情绪__2858241585488421.jpg|2858241585488421]] ![[assets/images/260710_0229__中信证券 _情绪__2858241585488421.jpg|1200]] ## 092. 5121548212411454 - 所属主题：[[topics/416|#华为]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542548512) - 本地资源：[[assets/images/260710_0229__华为__5121548212411454.jpg|5121548212411454]] ![[assets/images/260710_0229__华为__5121548212411454.jpg|1200]] ## 093. 8858241585488422 - 所属主题：[[topics/418|#长飞光纤 #减持]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542548521) - 本地资源：[[assets/images/260710_0229__长飞光纤 _减持__8858241585488422.jpg|8858241585488422]] ![[assets/images/260710_0229__长飞光纤 _减持__8858241585488422.jpg|1200]] ## 094. 1525418252155142 - 所属主题：[[topics/420|#电池 #排产]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542548522) - 本地资源：[[assets/images/260710_0228__电池 _排产__1525418252155142.jpg|1525418252155142]] ![[assets/images/260710_0228__电池 _排产__1525418252155142.jpg|1200]] ## 095. 5121548212411414 - 所属主题：[[topics/422|#长鑫科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542545111) - 本地资源：[[assets/images/260710_0228__长鑫科技__5121548212411414.jpg|5121548212411414]] ![[assets/images/260710_0228__长鑫科技__5121548212411414.jpg|1200]] ## 096. 1525418252155482 - 所属主题：[[topics/423|字节跳动OCP中国峰会发布AIRack3.0，首次确认800V HVDC高压直流供电+100%整机柜全液冷散热架构，为高密度AI算力集群打造标准化交付方案。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425424118) - 本地资源：[[assets/images/260710_0228_字节跳动OCP中国峰会发布AIRack3.0，首次确认800V HVDC高压直流供电+100%整机柜__1525418252155482.jpg|1525418252155482]] ![[assets/images/260710_0228_字节跳动OCP中国峰会发布AIRack3.0，首次确认800V HVDC高压直流供电+100%整机柜__1525418252155482.jpg|1200]] ## 097. 4848521484288588 - 所属主题：[[topics/425|#存储 #IPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155214212112) - 本地资源：[[assets/images/260710_0226__存储 _IPO__4848521484288588.jpg|4848521484288588]] ![[assets/images/260710_0226__存储 _IPO__4848521484288588.jpg|1200]] ## 098. 1525418252155452 - 所属主题：[[topics/427|#华为 #手机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425424258) - 本地资源：[[assets/images/260710_0226__华为 _手机__1525418252155452.jpg|1525418252155452]] ![[assets/images/260710_0226__华为 _手机__1525418252155452.jpg|1200]] ## 099. 2858241585488251 - 所属主题：[[topics/428|#中泰 #半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422155214212482) - 本地资源：[[assets/images/260710_0226__中泰 _半导体__2858241585488251.jpg|2858241585488251]] ![[assets/images/260710_0226__中泰 _半导体__2858241585488251.jpg|1200]] ## 100. 8858241585488252 - 所属主题：[[topics/431|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255488542545251) - 本地资源：[[assets/images/260710_0226__半导体__8858241585488252.jpg|8858241585488252]] ![[assets/images/260710_0226__半导体__8858241585488252.jpg|1200]] ## 101. 4848521484288548 - 所属主题：[[topics/432|#美光科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255488542545252) - 本地资源：[[assets/images/260710_0226__美光科技__4848521484288548.jpg|4848521484288548]] ![[assets/images/260710_0226__美光科技__4848521484288548.jpg|1200]] ## 102. 2858241585488841 - 所属主题：[[topics/433|#芯片 #软件]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411245258524) - 本地资源：[[assets/images/260710_0225__芯片 _软件__2858241585488841.jpg|2858241585488841]] ![[assets/images/260710_0225__芯片 _软件__2858241585488841.jpg|1200]] ## 103. 5121548212411144 - 所属主题：[[topics/434|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522411245258284) - 本地资源：[[assets/images/260710_0225__海力士__5121548212411144.jpg|5121548212411144]] ![[assets/images/260710_0225__海力士__5121548212411144.jpg|1200]] ## 104. 8858241585488842 - 所属主题：[[topics/435|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425451428) - 本地资源：[[assets/images/260710_0225__美股__8858241585488842.jpg|8858241585488842]] ![[assets/images/260710_0225__美股__8858241585488842.jpg|1200]] ## 105. 4848521484288828 - 所属主题：[[topics/437|【兴证策略】科技行情一个重要日历效应：最好的“朋友”是业绩期，最大的“敌人”是业绩空窗期 对于本轮AI行情，我们一直强调#分母端创造买点、分子端决定终点（分母端]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544288425452128) - 本地资源：[[assets/images/260710_0224_【兴证策略】科技行情一个重要日历效应：最好的“朋友”是业绩期，最大的“敌人”是业绩空窗期 对于本轮A__4848521484288828.jpg|4848521484288828]] ![[assets/images/260710_0224_【兴证策略】科技行情一个重要日历效应：最好的“朋友”是业绩期，最大的“敌人”是业绩空窗期 对于本轮A__4848521484288828.jpg|1200]]