---
date: 2026-07-13
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-07-13 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. 5121548412124484

- 所属主题：[[topics/029|#直播 #TMT]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415145812244)
- 本地资源：[[assets/images/260713_2229__直播 _TMT__5121548412124484.jpg|5121548412124484]]

![[assets/images/260713_2229__直播 _TMT__5121548412124484.jpg|1200]]

## 002. 1525418152524212

- 所属主题：[[topics/038|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285825148418)
- 本地资源：[[assets/images/260713_2227__早知道__1525418152524212.jpg|1525418152524212]]

![[assets/images/260713_2227__早知道__1525418152524212.jpg|1200]]

## 003. 2858241485858411

- 所属主题：[[topics/040|#电报解读 #华为 #昇腾]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415145822224)
- 本地资源：[[assets/images/260713_2227__电报解读 _华为 _昇腾__2858241485858411.jpg|2858241485858411]]

![[assets/images/260713_2227__电报解读 _华为 _昇腾__2858241485858411.jpg|1200]]

## 004. 8858241485852822

- 所属主题：[[topics/042|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842411482)
- 本地资源：[[assets/images/260713_2226__龙虎榜__8858241485852822.jpg|8858241485852822]]

![[assets/images/260713_2226__龙虎榜__8858241485852822.jpg|1200]]

## 005. 1525418152525122

- 所属主题：[[topics/044|#机构调研 #瑞联新材]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482842411811)
- 本地资源：[[assets/images/260713_2226__机构调研 _瑞联新材__1525418152525122.jpg|1525418152525122]]

![[assets/images/260713_2226__机构调研 _瑞联新材__1525418152525122.jpg|1200]]

## 006. 8858241485858542

- 所属主题：[[topics/049|#霍尔木兹海峡]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842412242)
- 本地资源：[[assets/images/260713_2225__霍尔木兹海峡__8858241485858542.jpg|8858241485858542]]

![[assets/images/260713_2225__霍尔木兹海峡__8858241485858542.jpg|1200]]

## 007. 8858241485511112

- 所属主题：[[topics/053|混合键合技术/东方算芯(260713)更新 1、2026年7月13日盘后讯，东方算芯首颗大算力芯片DF1000今日发布，采用“软件定义＋3D堆叠近存计算”的技术]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482842418151)
- 本地资源：[[assets/images/260713_2225_混合键合技术 东方算芯(260713)更新 1、2026年7月13日盘后讯，东方算芯首颗大算力芯片D__8858241485511112.jpg|8858241485511112]]

![[assets/images/260713_2225_混合键合技术 东方算芯(260713)更新 1、2026年7月13日盘后讯，东方算芯首颗大算力芯片D__8858241485511112.jpg|1200]]

## 008. 8858241485511842

- 所属主题：[[topics/061|#高盛 #沪深港通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842444522)
- 本地资源：[[assets/images/260713_2223__高盛 _沪深港通__8858241485511842.jpg|8858241485511842]]

![[assets/images/260713_2223__高盛 _沪深港通__8858241485511842.jpg|1200]]

## 009. 5121548412281254

- 所属主题：[[topics/076|#量化]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285825515188)
- 本地资源：[[assets/images/260713_2220__量化__5121548412281254.jpg|5121548412281254]]

![[assets/images/260713_2220__量化__5121548412281254.jpg|1200]]

## 010. 4848521284414218

- 所属主题：[[topics/078|#指数 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285825515818)
- 本地资源：[[assets/images/260713_2220__指数 _韩股__4848521284414218.jpg|4848521284414218]]

![[assets/images/260713_2220__指数 _韩股__4848521284414218.jpg|1200]]

## 011. 4848521284414228

- 所属主题：[[topics/079|#中国船舶 #半年报]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842218822)
- 本地资源：[[assets/images/260713_2219__中国船舶 _半年报__4848521284414228.jpg|4848521284414228]]

![[assets/images/260713_2219__中国船舶 _半年报__4848521284414228.jpg|1200]]

## 012. 2858241485515421

- 所属主题：[[topics/080|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285825514118)
- 本地资源：[[assets/images/260713_2219__市场__2858241485515421.jpg|2858241485515421]]

![[assets/images/260713_2219__市场__2858241485515421.jpg|1200]]

## 013. 1525418152282122

- 所属主题：[[topics/081|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842215422)
- 本地资源：[[assets/images/260713_2219__长鑫科技__1525418152282122.jpg|1525418152282122]]

![[assets/images/260713_2219__长鑫科技__1525418152282122.jpg|1200]]

## 014. 8858241485515282

- 所属主题：[[topics/082|#金埔园林]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482842215251)
- 本地资源：[[assets/images/260713_2219__金埔园林__8858241485515282.jpg|8858241485515282]]

![[assets/images/260713_2219__金埔园林__8858241485515282.jpg|1200]]

## 015. 8858241485515882

- 所属主题：[[topics/083|#Shein]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842241542)
- 本地资源：[[assets/images/260713_2218__Shein__8858241485515882.jpg|8858241485515882]]

![[assets/images/260713_2218__Shein__8858241485515882.jpg|1200]]

## 016. 4848521284421118

- 所属主题：[[topics/084|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842244412)
- 本地资源：[[assets/images/260713_2218__市场__4848521284421118.jpg|4848521284421118]]

![[assets/images/260713_2218__市场__4848521284421118.jpg|1200]]

## 017. 5121548412244844

- 所属主题：[[topics/085|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285825525848)
- 本地资源：[[assets/images/260713_2217__韩股__5121548412244844.jpg|5121548412244844]]

![[assets/images/260713_2217__韩股__5121548412244844.jpg|1200]]

## 018. 5121548412244824

- 所属主题：[[topics/086|#创新药 #器械]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842248422)
- 本地资源：[[assets/images/260713_2217__创新药 _器械__5121548412244824.jpg|5121548412244824]]

![[assets/images/260713_2217__创新药 _器械__5121548412244824.jpg|1200]]

## 019. 4848521284422128

- 所属主题：[[topics/086|#创新药 #器械]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482842248422)
- 本地资源：[[assets/images/260713_2217__创新药 _器械__4848521284422128.jpg|4848521284422128]]

![[assets/images/260713_2217__创新药 _器械__4848521284422128.jpg|1200]]

## 020. 1525418152211142

- 所属主题：[[topics/087|#内需]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154514415452)
- 本地资源：[[assets/images/260713_2217__内需__1525418152211142.jpg|1525418152211142]]

![[assets/images/260713_2217__内需__1525418152211142.jpg|1200]]

## 021. 4848521284422488

- 所属主题：[[topics/088|#光纤]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415145554224)
- 本地资源：[[assets/images/260713_2216__光纤__4848521284422488.jpg|4848521284422488]]

![[assets/images/260713_2216__光纤__4848521284422488.jpg|1200]]

## 022. 1525418152214882

- 所属主题：[[topics/089|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285825555228)
- 本地资源：[[assets/images/260713_2216__韩股__1525418152214882.jpg|1525418152214882]]

![[assets/images/260713_2216__韩股__1525418152214882.jpg|1200]]

## 023. 5121548425252824

- 所属主题：[[topics/138|#华为 #昇腾]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482828222151)
- 本地资源：[[assets/images/260713_2012__华为 _昇腾__5121548425252824.jpg|5121548425252824]]

![[assets/images/260713_2012__华为 _昇腾__5121548425252824.jpg|1200]]

## 024. 2858241452525151

- 所属主题：[[topics/138|#华为 #昇腾]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482828222151)
- 本地资源：[[assets/images/260713_2012__华为 _昇腾__2858241452525151.jpg|2858241452525151]]

![[assets/images/260713_2012__华为 _昇腾__2858241452525151.jpg|1200]]

## 025. 5121548425252584

- 所属主题：[[topics/140|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154545444452)
- 本地资源：[[assets/images/260713_2011__市场__5121548425252584.jpg|5121548425252584]]

![[assets/images/260713_2011__市场__5121548425252584.jpg|1200]]

## 026. 8858241452525842

- 所属主题：[[topics/142|#量化]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482828228811)
- 本地资源：[[assets/images/260713_2011__量化__8858241452525842.jpg|8858241452525842]]

![[assets/images/260713_2011__量化__8858241452525842.jpg|1200]]

## 027. 1525418124251222

- 所属主题：[[topics/160|#TCL中环]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482828288422)
- 本地资源：[[assets/images/260713_2007__TCL中环__1525418124251222.jpg|1525418124251222]]

![[assets/images/260713_2007__TCL中环__1525418124251222.jpg|1200]]

## 028. 4848521245485158

- 所属主题：[[topics/163|【今日投资舆情热点】 1）中药：国务院原则同意《》，为未来五年中医药事业、产业、文化协同发展划定顶层路线图。 2）业绩：中报预告高发期，部分超预期个股受到资金的]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482828288811)
- 本地资源：[[assets/images/260713_2006_【今日投资舆情热点】 1）中药：国务院原则同意《》，为未来五年中医药事业、产业、文化协同发展划定顶层__4848521245485158.jpg|4848521245485158]]

![[assets/images/260713_2006_【今日投资舆情热点】 1）中药：国务院原则同意《》，为未来五年中医药事业、产业、文化协同发展划定顶层__4848521245485158.jpg|1200]]

## 029. 1525418124254252

- 所属主题：[[topics/165|#高盛 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154545455552)
- 本地资源：[[assets/images/260713_2006__高盛 _韩股__1525418124254252.jpg|1525418124254252]]

![[assets/images/260713_2006__高盛 _韩股__1525418124254252.jpg|1200]]

## 030. 2858241452588111

- 所属主题：[[topics/166|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285858584818)
- 本地资源：[[assets/images/260713_2006__小洪__2858241452588111.jpg|2858241452588111]]

![[assets/images/260713_2006__小洪__2858241452588111.jpg|1200]]

## 031. 8858241452588242

- 所属主题：[[topics/168|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482828285852)
- 本地资源：[[assets/images/260713_2006__市场__8858241452588242.jpg|8858241452588242]]

![[assets/images/260713_2006__市场__8858241452588242.jpg|1200]]

## 032. 8858241452588452

- 所属主题：[[topics/168|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482828285852)
- 本地资源：[[assets/images/260713_2006__市场__8858241452588452.jpg|8858241452588452]]

![[assets/images/260713_2006__市场__8858241452588452.jpg|1200]]

## 033. 8858241452588122

- 所属主题：[[topics/168|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482828285852)
- 本地资源：[[assets/images/260713_2006__市场__8858241452588122.jpg|8858241452588122]]

![[assets/images/260713_2006__市场__8858241452588122.jpg|1200]]

## 034. 8858241452588182

- 所属主题：[[topics/170|#量化]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482828285552)
- 本地资源：[[assets/images/260713_2006__量化__8858241452588182.jpg|8858241452588182]]

![[assets/images/260713_2006__量化__8858241452588182.jpg|1200]]

## 035. 4848521245488228

- 所属主题：[[topics/172|大消费概念股汇总]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154545428182)
- 本地资源：[[assets/images/260713_2005_大消费概念股汇总__4848521245488228.jpg|4848521245488228]]

![[assets/images/260713_2005_大消费概念股汇总__4848521245488228.jpg|1200]]

## 036. 2858241452588281

- 所属主题：[[topics/173|#Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482828251511)
- 本地资源：[[assets/images/260713_2004__Meta__2858241452588281.jpg|2858241452588281]]

![[assets/images/260713_2004__Meta__2858241452588281.jpg|1200]]

## 037. 2858241452588851

- 所属主题：[[topics/174|#高盛 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482828252142)
- 本地资源：[[assets/images/260713_2004__高盛 _市场__2858241452588851.jpg|2858241452588851]]

![[assets/images/260713_2004__高盛 _市场__2858241452588851.jpg|1200]]

## 038. 1525418124255212

- 所属主题：[[topics/175|#兴证 #牛市]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154545424822)
- 本地资源：[[assets/images/260713_2004__兴证 _牛市__1525418124255212.jpg|1525418124255212]]

![[assets/images/260713_2004__兴证 _牛市__1525418124255212.jpg|1200]]

## 039. 1525418124255222

- 所属主题：[[topics/176|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482828252241)
- 本地资源：[[assets/images/260713_2003__苹果__1525418124255222.jpg|1525418124255222]]

![[assets/images/260713_2003__苹果__1525418124255222.jpg|1200]]

## 040. 8858241452585112

- 所属主题：[[topics/177|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285858545548)
- 本地资源：[[assets/images/260713_2003__存储__8858241452585112.jpg|8858241452585112]]

![[assets/images/260713_2003__存储__8858241452585112.jpg|1200]]

## 041. 2858241452585141

- 所属主题：[[topics/178|#GDP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285858545848)
- 本地资源：[[assets/images/260713_2003__GDP__2858241452585141.jpg|2858241452585141]]

![[assets/images/260713_2003__GDP__2858241452585141.jpg|1200]]

## 042. 8858241452551182

- 所属主题：[[topics/179|#海力士]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154545541882)
- 本地资源：[[assets/images/260713_2003__海力士__8858241452551182.jpg|8858241452551182]]

![[assets/images/260713_2003__海力士__8858241452551182.jpg|1200]]

## 043. 2858241214588241

- 所属主题：[[topics/192|东方财富策略（2026-07-13） 💡韩国综指与年初白银走势 1️⃣韩国综指走势与年初白银走势高度拟合：前期在ETF等炒作资金推动下，韩国股市经历了指数级上涨]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154552114482)
- 本地资源：[[assets/images/260713_1446_东方财富策略（2026-07-13） 💡韩国综指与年初白银走势 1️⃣韩国综指走势与年初白银走势高度__2858241214588241.jpg|2858241214588241]]

![[assets/images/260713_1446_东方财富策略（2026-07-13） 💡韩国综指与年初白银走势 1️⃣韩国综指走势与年初白银走势高度__2858241214588241.jpg|1200]]

## 044. 4848521515221888

- 所属主题：[[topics/207|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415112241114)
- 本地资源：[[assets/images/260713_1409__韩股__4848521515221888.jpg|4848521515221888]]

![[assets/images/260713_1409__韩股__4848521515221888.jpg|1200]]

## 045. 5121548585444184

- 所属主题：[[topics/208|#东财 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482885548521)
- 本地资源：[[assets/images/260713_1409__东财 _策略__5121548585444184.jpg|5121548585444184]]

![[assets/images/260713_1409__东财 _策略__5121548585444184.jpg|1200]]

## 046. 1525418484111422

- 所属主题：[[topics/208|#东财 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482885548521)
- 本地资源：[[assets/images/260713_1409__东财 _策略__1525418484111422.jpg|1525418484111422]]

![[assets/images/260713_1409__东财 _策略__1525418484111422.jpg|1200]]

## 047. 8858241212444522

- 所属主题：[[topics/209|#烧碱]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482885552252)
- 本地资源：[[assets/images/260713_1408__烧碱__8858241212444522.jpg|8858241212444522]]

![[assets/images/260713_1408__烧碱__8858241212444522.jpg|1200]]

## 048. 1525418484111212

- 所属主题：[[topics/209|#烧碱]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482885552252)
- 本地资源：[[assets/images/260713_1408__烧碱__1525418484111212.jpg|1525418484111212]]

![[assets/images/260713_1408__烧碱__1525418484111212.jpg|1200]]

## 049. 5121548585445484

- 所属主题：[[topics/210|#指数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154552224522)
- 本地资源：[[assets/images/260713_1408__指数__5121548585445484.jpg|5121548585445484]]

![[assets/images/260713_1408__指数__5121548585445484.jpg|1200]]

## 050. 5121548585445814

- 所属主题：[[topics/210|#指数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154552224522)
- 本地资源：[[assets/images/260713_1408__指数__5121548585445814.jpg|5121548585445814]]

![[assets/images/260713_1408__指数__5121548585445814.jpg|1200]]

## 051. 2858241212442221

- 所属主题：[[topics/211|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154552225452)
- 本地资源：[[assets/images/260713_1407__台积电__2858241212442221.jpg|2858241212442221]]

![[assets/images/260713_1407__台积电__2858241212442221.jpg|1200]]

## 052. 4848521515221858

- 所属主题：[[topics/211|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154552225452)
- 本地资源：[[assets/images/260713_1407__台积电__4848521515221858.jpg|4848521515221858]]

![[assets/images/260713_1407__台积电__4848521515221858.jpg|1200]]

## 053. 1525418484511212

- 所属主题：[[topics/213|#风口研报 #奥来德]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415124212484)
- 本地资源：[[assets/images/260713_1340__风口研报 _奥来德__1525418484511212.jpg|1525418484511212]]

![[assets/images/260713_1340__风口研报 _奥来德__1525418484511212.jpg|1200]]

## 054. 8858241212848152

- 所属主题：[[topics/215|#国产替代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415124224444)
- 本地资源：[[assets/images/260713_1338__国产替代__8858241212848152.jpg|8858241212848152]]

![[assets/images/260713_1338__国产替代__8858241212848152.jpg|1200]]

## 055. 5121548585141484

- 所属主题：[[topics/217|#半导体 #零部件]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482852145251)
- 本地资源：[[assets/images/260713_1338__半导体 _零部件__5121548585141484.jpg|5121548585141484]]

![[assets/images/260713_1338__半导体 _零部件__5121548585141484.jpg|1200]]

## 056. 5121548585141414

- 所属主题：[[topics/220|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482852145542)
- 本地资源：[[assets/images/260713_1337__市场__5121548585141414.jpg|5121548585141414]]

![[assets/images/260713_1337__市场__5121548585141414.jpg|1200]]

## 057. 2858241212848251

- 所属主题：[[topics/222|🍽️ 交易台：韩国科技股出现明显平仓抛售行情 🏢 韩国市值前四大上市公司 ——SK 海力士、三星电子、SK Square、SEMCO，股价全线下跌 7% 至 1]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482852121481)
- 本地资源：[[assets/images/260713_1337_🍽️ 交易台：韩国科技股出现明显平仓抛售行情 🏢 韩国市值前四大上市公司 ——SK 海力士、三星电子__2858241212848251.jpg|2858241212848251]]

![[assets/images/260713_1337_🍽️ 交易台：韩国科技股出现明显平仓抛售行情 🏢 韩国市值前四大上市公司 ——SK 海力士、三星电子__2858241212848251.jpg|1200]]

## 058. 1525418484515542

- 所属主题：[[topics/223|#Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285845151858)
- 本地资源：[[assets/images/260713_1337__Meta__1525418484515542.jpg|1525418484515542]]

![[assets/images/260713_1337__Meta__1525418484515542.jpg|1200]]

## 059. 4848521515828828

- 所属主题：[[topics/223|#Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285845151858)
- 本地资源：[[assets/images/260713_1337__Meta__4848521515828828.jpg|4848521515828828]]

![[assets/images/260713_1337__Meta__4848521515828828.jpg|1200]]

## 060. 1525418484524212

- 所属主题：[[topics/228|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415125581124)
- 本地资源：[[assets/images/260713_1311__龙虎榜__1525418484524212.jpg|1525418484524212]]

![[assets/images/260713_1311__龙虎榜__1525418484524212.jpg|1200]]

## 061. 4848521515848148

- 所属主题：[[topics/230|这个我好像没看到他的账号主页有发，没找到，还是我看漏了？？]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285845521118)
- 本地资源：[[assets/images/260713_1310_这个我好像没看到他的账号主页有发，没找到，还是我看漏了？？__4848521515848148.jpg|4848521515848148]]

![[assets/images/260713_1310_这个我好像没看到他的账号主页有发，没找到，还是我看漏了？？__4848521515848148.jpg|1200]]

## 062. 2858241212524221

- 所属主题：[[topics/231|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415125548424)
- 本地资源：[[assets/images/260713_1310__OpenAI__2858241212524221.jpg|2858241212524221]]

![[assets/images/260713_1310__OpenAI__2858241212524221.jpg|1200]]

## 063. 8858241212858442

- 所属主题：[[topics/231|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415125548424)
- 本地资源：[[assets/images/260713_1310__OpenAI__8858241212858442.jpg|8858241212858442]]

![[assets/images/260713_1310__OpenAI__8858241212858442.jpg|1200]]

## 064. 1525418484241442

- 所属主题：[[topics/233|#量化]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415125544144)
- 本地资源：[[assets/images/260713_1309__量化__1525418484241442.jpg|1525418484241442]]

![[assets/images/260713_1309__量化__1525418484241442.jpg|1200]]

## 065. 4848521515452818

- 所属主题：[[topics/234|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285845522488)
- 本地资源：[[assets/images/260713_1309__市场__4848521515452818.jpg|4848521515452818]]

![[assets/images/260713_1309__市场__4848521515452818.jpg|1200]]

## 066. 1525418484244112

- 所属主题：[[topics/243|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154524412582)
- 本地资源：[[assets/images/260713_1306__市场__1525418484244112.jpg|1525418484244112]]

![[assets/images/260713_1306__市场__1525418484244112.jpg|1200]]

## 067. 4848521515455158

- 所属主题：[[topics/243|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154524412582)
- 本地资源：[[assets/images/260713_1306__市场__4848521515455158.jpg|4848521515455158]]

![[assets/images/260713_1306__市场__4848521515455158.jpg|1200]]

## 068. 1525418484244122

- 所属主题：[[topics/247|#航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482852221521)
- 本地资源：[[assets/images/260713_1306__航天航空__1525418484244122.jpg|1525418484244122]]

![[assets/images/260713_1306__航天航空__1525418484244122.jpg|1200]]

## 069. 1525418484244412

- 所属主题：[[topics/249|#机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482852224151)
- 本地资源：[[assets/images/260713_1305__机器人__1525418484244412.jpg|1525418484244412]]

![[assets/images/260713_1305__机器人__1525418484244412.jpg|1200]]

## 070. 5121548585251514

- 所属主题：[[topics/256|#鹏辉能源]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415125188124)
- 本地资源：[[assets/images/260713_1304__鹏辉能源__5121548585251514.jpg|5121548585251514]]

![[assets/images/260713_1304__鹏辉能源__5121548585251514.jpg|1200]]

## 071. 4848521515458818

- 所属主题：[[topics/258|#黑毛 #MLCC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415125188224)
- 本地资源：[[assets/images/260713_1304__黑毛 _MLCC__4848521515458818.jpg|4848521515458818]]

![[assets/images/260713_1304__黑毛 _MLCC__4848521515458818.jpg|1200]]

## 072. 5121548585251144

- 所属主题：[[topics/260|#矿]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154524581852)
- 本地资源：[[assets/images/260713_1303__矿__5121548585251144.jpg|5121548585251144]]

![[assets/images/260713_1303__矿__5121548585251144.jpg|1200]]

## 073. 1525418418145482

- 所属主题：[[topics/263|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285844282228)
- 本地资源：[[assets/images/260713_1115__存储__1525418418145482.jpg|1525418418145482]]

![[assets/images/260713_1115__存储__1525418418145482.jpg|1200]]

## 074. 2858241241428211

- 所属主题：[[topics/263|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285844282228)
- 本地资源：[[assets/images/260713_1115__存储__2858241241428211.jpg|2858241241428211]]

![[assets/images/260713_1115__存储__2858241241428211.jpg|1200]]

## 075. 8858241241428482

- 所属主题：[[topics/263|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285844282228)
- 本地资源：_无本地文件_

_图片文件缺失_

## 076. 2858241241428481

- 所属主题：[[topics/263|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285844282228)
- 本地资源：[[assets/images/260713_1115__存储__2858241241428481.jpg|2858241241428481]]

![[assets/images/260713_1115__存储__2858241241428481.jpg|1200]]

## 077. 2858241241482821

- 所属主题：[[topics/265|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482514145241)
- 本地资源：[[assets/images/260713_1110__市场__2858241241482821.jpg|2858241241482821]]

![[assets/images/260713_1110__市场__2858241241482821.jpg|1200]]

## 078. 8858241241482212

- 所属主题：[[topics/265|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482514145241)
- 本地资源：[[assets/images/260713_1110__市场__8858241241482212.jpg|8858241241482212]]

![[assets/images/260713_1110__市场__8858241241482212.jpg|1200]]

## 079. 1525418418424412

- 所属主题：[[topics/267|市场难度依然是很高的。这两日基本就是量化无视基本面的在扰动市场。 量化一致性太高了。 市场难度依然很大。 1. 半导体、CPO整体都是震荡走低的，全A也是一路往]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482514285221)
- 本地资源：[[assets/images/260713_1053_市场难度依然是很高的。这两日基本就是量化无视基本面的在扰动市场。 量化一致性太高了。 市场难度依然很__1525418418424412.jpg|1525418418424412]]

![[assets/images/260713_1053_市场难度依然是很高的。这两日基本就是量化无视基本面的在扰动市场。 量化一致性太高了。 市场难度依然很__1525418418424412.jpg|1200]]

## 080. 4848521521814818

- 所属主题：[[topics/269|#超纯水]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285412418528)
- 本地资源：[[assets/images/260713_1042__超纯水__4848521521814818.jpg|4848521521814818]]

![[assets/images/260713_1042__超纯水__4848521521814818.jpg|1200]]

## 081. 8858241241841822

- 所属主题：[[topics/270|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482514518541)
- 本地资源：[[assets/images/260713_1042__小光__8858241241841822.jpg|8858241241841822]]

![[assets/images/260713_1042__小光__8858241241841822.jpg|1200]]

## 082. 5121548548144454

- 所属主题：[[topics/272|证券板块短线冲高，中泰证券涨超6% 证券板块短线冲高， 中泰证券（600918） 涨超6%、 天风证券（601162） 、 长江证券（000783） 、 华鑫股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415284244854)
- 本地资源：[[assets/images/260713_1041_证券板块短线冲高，中泰证券涨超6% 证券板块短线冲高， 中泰证券（600918） 涨超6%、 天风证__5121548548144454.jpg|5121548548144454]]

![[assets/images/260713_1041_证券板块短线冲高，中泰证券涨超6% 证券板块短线冲高， 中泰证券（600918） 涨超6%、 天风证__5121548548144454.jpg|1200]]

## 083. 2858241241844211

- 所属主题：[[topics/273|#中药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482514544211)
- 本地资源：[[assets/images/260713_1040__中药__2858241241844211.jpg|2858241241844211]]

![[assets/images/260713_1040__中药__2858241241844211.jpg|1200]]

## 084. 8858241241522182

- 所属主题：[[topics/280|#超纯水]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482512452441)
- 本地资源：[[assets/images/260713_1022__超纯水__8858241241522182.jpg|8858241241522182]]

![[assets/images/260713_1022__超纯水__8858241241522182.jpg|1200]]

## 085. 4848521521454288

- 所属主题：[[topics/281|【0713 题材】太空这种题材，真是破坏节奏。本来好好的反弹局，就这么岔开了，再聚拢人气就很累。周五高点跟进的人，两天就得大亏。 亏钱的人多了，那么气氛就更悲观]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415285422814)
- 本地资源：[[assets/images/260713_1021_【0713 题材】太空这种题材，真是破坏节奏。本来好好的反弹局，就这么岔开了，再聚拢人气就很累。周五__4848521521454288.jpg|4848521521454288]]

![[assets/images/260713_1021_【0713 题材】太空这种题材，真是破坏节奏。本来好好的反弹局，就这么岔开了，再聚拢人气就很累。周五__4848521521454288.jpg|1200]]

## 086. 4848521522114488

- 所属主题：[[topics/282|#功率]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154284485842)
- 本地资源：[[assets/images/260713_1019__功率__4848521522114488.jpg|4848521522114488]]

![[assets/images/260713_1019__功率__4848521522114488.jpg|1200]]

## 087. 8858241244141142

- 所属主题：[[topics/283|#海力士]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154284485112)
- 本地资源：[[assets/images/260713_1019__海力士__8858241244141142.jpg|8858241244141142]]

![[assets/images/260713_1019__海力士__8858241244141142.jpg|1200]]

## 088. 2858241244458881

- 所属主题：[[topics/295|宝光谷份：拓展高纯氮、六氟化硫、C4气体、#氦气等多品类产品，核心产品5N级纯度的高纯氢气已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺，叠加]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415281582824)
- 本地资源：[[assets/images/260713_0946_宝光谷份：拓展高纯氮、六氟化硫、C4气体、_氦气等多品类产品，核心产品5N级纯度的高纯氢气已在高端半__2858241244458881.jpg|2858241244458881]]

![[assets/images/260713_0946_宝光谷份：拓展高纯氮、六氟化硫、C4气体、_氦气等多品类产品，核心产品5N级纯度的高纯氢气已在高端半__2858241244458881.jpg|1200]]

## 089. 2858241244455851

- 所属主题：[[topics/301|#电子布]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415281544244)
- 本地资源：[[assets/images/260713_0945__电子布__2858241244455851.jpg|2858241244455851]]

![[assets/images/260713_0945__电子布__2858241244455851.jpg|1200]]

## 090. 1525418411122242

- 所属主题：[[topics/303|氦气概念股汇总]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415281545444)
- 本地资源：[[assets/images/260713_0945_氦气概念股汇总__1525418411122242.jpg|1525418411122242]]

![[assets/images/260713_0945_氦气概念股汇总__1525418411122242.jpg|1200]]

## 091. 4848521522542158

- 所属主题：[[topics/313|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154218152222)
- 本地资源：[[assets/images/260713_0935__小光__4848521522542158.jpg|4848521522542158]]

![[assets/images/260713_0935__小光__4848521522542158.jpg|1200]]

## 092. 1525418411511122

- 所属主题：[[topics/320|【一只猴子卖到20万元！新药研发太热，实验猴不够用了】 7月13日｜据一财，新药研发活跃，实验猴资源再度变得紧俏起来。“现在不仅仅是猴子非常贵，更关键的是还供应]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415244881814)
- 本地资源：[[assets/images/260713_0922_【一只猴子卖到20万元！新药研发太热，实验猴不够用了】 7月13日｜据一财，新药研发活跃，实验猴资源__1525418411511122.jpg|1525418411511122]]

![[assets/images/260713_0922_【一只猴子卖到20万元！新药研发太热，实验猴不够用了】 7月13日｜据一财，新药研发活跃，实验猴资源__1525418411511122.jpg|1200]]

## 093. 4848521522822548

- 所属主题：[[topics/322|#PCB]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285422118488)
- 本地资源：[[assets/images/260713_0922__PCB__4848521522822548.jpg|4848521522822548]]

![[assets/images/260713_0922__PCB__4848521522822548.jpg|1200]]

## 094. 4848521522825818

- 所属主题：[[topics/326|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285422125248)
- 本地资源：[[assets/images/260713_0921__ETF__4848521522825818.jpg|4848521522825818]]

![[assets/images/260713_0921__ETF__4848521522825818.jpg|1200]]

## 095. 2858241244848481

- 所属主题：[[topics/328|#电报解读]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154211812812)
- 本地资源：[[assets/images/260713_0921__电报解读__2858241244848481.jpg|2858241244848481]]

![[assets/images/260713_0921__电报解读__2858241244848481.jpg|1200]]

## 096. 5121548544141514

- 所属主题：[[topics/330|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415244842154)
- 本地资源：[[assets/images/260713_0921__研选__5121548544141514.jpg|5121548544141514]]

![[assets/images/260713_0921__研选__5121548544141514.jpg|1200]]

## 097. 2858241244848821

- 所属主题：[[topics/333|1、商业航天、机器人机构资金上周五净流入较多 2、世界人工智能大会（WAIC）将在上海举办 3、本周台积电与ASML将披露二季报 4、传华为联手Swaysure]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482544124252)
- 本地资源：[[assets/images/260713_0920_1、商业航天、机器人机构资金上周五净流入较多 2、世界人工智能大会（WAIC）将在上海举办 3、本周__2858241244848821.jpg|2858241244848821]]

![[assets/images/260713_0920_1、商业航天、机器人机构资金上周五净流入较多 2、世界人工智能大会（WAIC）将在上海举办 3、本周__2858241244848821.jpg|1200]]

## 098. 5121548544248454

- 所属主题：[[topics/341|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482544252842)
- 本地资源：[[assets/images/260713_0911__市场__5121548544248454.jpg|5121548544248454]]

![[assets/images/260713_0911__市场__5121548544248454.jpg|1200]]

## 099. 5121548544248214

- 所属主题：[[topics/348|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415244184214)
- 本地资源：[[assets/images/260713_0910__AI__5121548544248214.jpg|5121548544248214]]

![[assets/images/260713_0910__AI__5121548544248214.jpg|1200]]

## 100. 4848521522452528

- 所属主题：[[topics/351|#黑毛 #海力士]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154211244442)
- 本地资源：[[assets/images/260713_0905__黑毛 _海力士__4848521522452528.jpg|4848521522452528]]

![[assets/images/260713_0905__黑毛 _海力士__4848521522452528.jpg|1200]]

## 101. 4848521522452828

- 所属主题：[[topics/353|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482544525152)
- 本地资源：[[assets/images/260713_0905__监管__4848521522452828.jpg|4848521522452828]]

![[assets/images/260713_0905__监管__4848521522452828.jpg|1200]]

## 102. 8858241244528442

- 所属主题：[[topics/356|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154214811522)
- 本地资源：[[assets/images/260713_0904__红宝书__8858241244528442.jpg|8858241244528442]]

![[assets/images/260713_0904__红宝书__8858241244528442.jpg|1200]]

## 103. 1525418411245122

- 所属主题：[[topics/357|#九点特供]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415245845544)
- 本地资源：[[assets/images/260713_0903__九点特供__1525418411245122.jpg|1525418411245122]]

![[assets/images/260713_0903__九点特供__1525418411245122.jpg|1200]]

## 104. 1525418411245242

- 所属主题：[[topics/362|#资金面]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482542124481)
- 本地资源：[[assets/images/260713_0902__资金面__1525418411245242.jpg|1525418411245242]]

![[assets/images/260713_0902__资金面__1525418411245242.jpg|1200]]

## 105. 2858241244525111

- 所属主题：[[topics/364|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482542124842)
- 本地资源：[[assets/images/260713_0902__市场__2858241244525111.jpg|2858241244525111]]

![[assets/images/260713_0902__市场__2858241244525111.jpg|1200]]

## 106. 2858241244525151

- 所属主题：[[topics/366|#十五五 #科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415245851844)
- 本地资源：[[assets/images/260713_0902__十五五 _科技__2858241244525151.jpg|2858241244525151]]

![[assets/images/260713_0902__十五五 _科技__2858241244525151.jpg|1200]]

## 107. 5121548544218444

- 所属主题：[[topics/367|#指数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154214845552)
- 本地资源：[[assets/images/260713_0902__指数__5121548544218444.jpg|5121548544218444]]

![[assets/images/260713_0902__指数__5121548544218444.jpg|1200]]

## 108. 4848521522481258

- 所属主题：[[topics/370|#AI手机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482542181211)
- 本地资源：[[assets/images/260713_0901__AI手机__4848521522481258.jpg|4848521522481258]]

![[assets/images/260713_0901__AI手机__4848521522481258.jpg|1200]]

## 109. 8858241244581452

- 所属主题：[[topics/371|#业绩]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482542181882)
- 本地资源：[[assets/images/260713_0901__业绩__8858241244581452.jpg|8858241244581452]]

![[assets/images/260713_0901__业绩__8858241244581452.jpg|1200]]

## 110. 2858241244581511

- 所属主题：[[topics/374|#矿]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415245815214)
- 本地资源：[[assets/images/260713_0901__矿__2858241244581511.jpg|2858241244581511]]

![[assets/images/260713_0901__矿__2858241244581511.jpg|1200]]

## 111. 2858241244581581

- 所属主题：[[topics/377|#中信证券 #AI #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255482542185452)
- 本地资源：[[assets/images/260713_0901__中信证券 _AI _策略__2858241244581581.jpg|2858241244581581]]

![[assets/images/260713_0901__中信证券 _AI _策略__2858241244581581.jpg|1200]]

## 112. 8858241244584422

- 所属主题：[[topics/379|#AI #OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285425142518)
- 本地资源：[[assets/images/260713_0900__AI _OpenAI__8858241244584422.jpg|8858241244584422]]

![[assets/images/260713_0900__AI _OpenAI__8858241244584422.jpg|1200]]

## 113. 5121548544218544

- 所属主题：[[topics/379|#AI #OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285425142518)
- 本地资源：[[assets/images/260713_0900__AI _OpenAI__5121548544218544.jpg|5121548544218544]]

![[assets/images/260713_0900__AI _OpenAI__5121548544218544.jpg|1200]]

## 114. 2858241245414121

- 所属主题：[[topics/431|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482521518411)
- 本地资源：[[assets/images/260713_0757__监管__2858241245414121.jpg|2858241245414121]]

![[assets/images/260713_0757__监管__2858241245414121.jpg|1200]]

## 115. 8858241245414122

- 所属主题：[[topics/432|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482521518481)
- 本地资源：[[assets/images/260713_0757__市场__8858241245414122.jpg|8858241245414122]]

![[assets/images/260713_0757__市场__8858241245414122.jpg|1200]]

## 116. 4848521524212188

- 所属主题：[[topics/434|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482521518451)
- 本地资源：[[assets/images/260713_0757__伊朗__4848521524212188.jpg|4848521524212188]]

![[assets/images/260713_0757__伊朗__4848521524212188.jpg|1200]]

## 117. 8858241245414182

- 所属主题：[[topics/434|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482521518451)
- 本地资源：[[assets/images/260713_0757__伊朗__8858241245414182.jpg|8858241245414182]]

![[assets/images/260713_0757__伊朗__8858241245414182.jpg|1200]]

## 118. 4848521524215118

- 所属主题：[[topics/436|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154248285212)
- 本地资源：[[assets/images/260713_0757__彭博新闻 _市场__4848521524215118.jpg|4848521524215118]]

![[assets/images/260713_0757__彭博新闻 _市场__4848521524215118.jpg|1200]]

## 119. 1525418412184582

- 所属主题：[[topics/445|#封装]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422154248214882)
- 本地资源：[[assets/images/260713_0755__封装__1525418412184582.jpg|1525418412184582]]

![[assets/images/260713_0755__封装__1525418412184582.jpg|1200]]

## 120. 8858241245412882

- 所属主题：[[topics/447|#电影]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255482521542481)
- 本地资源：[[assets/images/260713_0755__电影__8858241245412882.jpg|8858241245412882]]

![[assets/images/260713_0755__电影__8858241245412882.jpg|1200]]

## 121. 8858241245415252

- 所属主题：[[topics/458|#申万 #TMT #业绩]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285451448528)
- 本地资源：[[assets/images/260713_0753__申万 _TMT _业绩__8858241245415252.jpg|8858241245415252]]

![[assets/images/260713_0753__申万 _TMT _业绩__8858241245415252.jpg|1200]]

## 122. 2858241245415581

- 所属主题：[[topics/459|#天风]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544285451448858)
- 本地资源：[[assets/images/260713_0752__天风__2858241245415581.jpg|2858241245415581]]

![[assets/images/260713_0752__天风__2858241245415581.jpg|1200]]

## 123. 4848521524214448

- 所属主题：[[topics/460|转：英伟达可能暂时放缓台积电 COUPE 的 CPO 路线，转向 Tower Semiconductor 的硅光 NPO，并把单波速率从50–64G NRZ提高]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415258222424)
- 本地资源：[[assets/images/260713_0752_转：英伟达可能暂时放缓台积电 COUPE 的 CPO 路线，转向 Tower Semiconduct__4848521524214448.jpg|4848521524214448]]

![[assets/images/260713_0752_转：英伟达可能暂时放缓台积电 COUPE 的 CPO 路线，转向 Tower Semiconduct__4848521524214448.jpg|1200]]

## 124. 5121548542482224

- 所属主题：[[topics/460|转：英伟达可能暂时放缓台积电 COUPE 的 CPO 路线，转向 Tower Semiconductor 的硅光 NPO，并把单波速率从50–64G NRZ提高]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522415258222424)
- 本地资源：[[assets/images/260713_0752_转：英伟达可能暂时放缓台积电 COUPE 的 CPO 路线，转向 Tower Semiconduct__5121548542482224.jpg|5121548542482224]]

![[assets/images/260713_0752_转：英伟达可能暂时放缓台积电 COUPE 的 CPO 路线，转向 Tower Semiconduct__5121548542482224.jpg|1200]]
