---
date: 2026-07-16
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-07-16 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. 5121582125511114

- 所属主题：[[topics/013|#电报解读 #抑郁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151821248422)
- 本地资源：[[assets/images/260716_2220__电报解读 _抑郁__5121582125511114.jpg|5121582125511114]]

![[assets/images/260716_2220__电报解读 _抑郁__5121582125511114.jpg|1200]]

## 002. 2858215852288541

- 所属主题：[[topics/014|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151821248522)
- 本地资源：[[assets/images/260716_2220__早知道__2858215852288541.jpg|2858215852288541]]

![[assets/images/260716_2220__早知道__2858215852288541.jpg|1200]]

## 003. 1525482524455252

- 所属主题：[[topics/015|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484154524142)
- 本地资源：[[assets/images/260716_2220__龙虎榜__1525482524455252.jpg|1525482524455252]]

![[assets/images/260716_2220__龙虎榜__1525482524455252.jpg|1200]]

## 004. 1525482524455212

- 所属主题：[[topics/015|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484154524142)
- 本地资源：[[assets/images/260716_2220__龙虎榜__1525482524455212.jpg|1525482524455212]]

![[assets/images/260716_2220__龙虎榜__1525482524455212.jpg|1200]]

## 005. 1525482524452182

- 所属主题：[[topics/017|#机构调研 #中科曙光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414824255854)
- 本地资源：[[assets/images/260716_2220__机构调研 _中科曙光__1525482524452182.jpg|1525482524452182]]

![[assets/images/260716_2220__机构调研 _中科曙光__1525482524452182.jpg|1200]]

## 006. 5121582125528814

- 所属主题：[[topics/020|#电报解读 #阿里巴巴 #千问...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484154522211)
- 本地资源：[[assets/images/260716_2219__电报解读 _阿里巴巴 _千问__5121582125528814.jpg|5121582125528814]]

![[assets/images/260716_2219__电报解读 _阿里巴巴 _千问__5121582125528814.jpg|1200]]

## 007. 2858215852251421

- 所属主题：[[topics/024|#九安医疗 #开润股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484154528441)
- 本地资源：[[assets/images/260716_2218__九安医疗 _开润股份__2858215852251421.jpg|2858215852251421]]

![[assets/images/260716_2218__九安医疗 _开润股份__2858215852251421.jpg|1200]]

## 008. 5121582125528124

- 所属主题：[[topics/028|2026年7月16日盘后讯，2026世界人工智能大会(WAIC)期间，阿里巴巴旗下个人AI助手干问首款AI智能体耳机将亮相。此前，干问曾宣布年内将推出多款不同形]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414824252154)
- 本地资源：[[assets/images/260716_2218_2026年7月16日盘后讯，2026世界人工智能大会(WAIC)期间，阿里巴巴旗下个人AI助手干问首__5121582125528124.jpg|5121582125528124]]

![[assets/images/260716_2218_2026年7月16日盘后讯，2026世界人工智能大会(WAIC)期间，阿里巴巴旗下个人AI助手干问首__5121582125528124.jpg|1200]]

## 009. 4848514845541428

- 所属主题：[[topics/031|#中荷关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484154581152)
- 本地资源：[[assets/images/260716_2217__中荷关系__4848514845541428.jpg|4848514845541428]]

![[assets/images/260716_2217__中荷关系__4848514845541428.jpg|1200]]

## 010. 4848514845542128

- 所属主题：[[topics/035|#机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151821251552)
- 本地资源：[[assets/images/260716_2217__机器人__4848514845542128.jpg|4848514845542128]]

![[assets/images/260716_2217__机器人__4848514845542128.jpg|1200]]

## 011. 8858215852254422

- 所属主题：[[topics/037|#台积电 #美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484154582122)
- 本地资源：[[assets/images/260716_2216__台积电 _美股__8858215852254422.jpg|8858215852254422]]

![[assets/images/260716_2216__台积电 _美股__8858215852254422.jpg|1200]]

## 012. 4848514845852818

- 所属主题：[[topics/040|#高盛 #韩股 #沪深港通 #...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151824848852)
- 本地资源：[[assets/images/260716_2213__高盛 _韩股 _沪深港通 ___4848514845852818.jpg|4848514845852818]]

![[assets/images/260716_2213__高盛 _韩股 _沪深港通 ___4848514845852818.jpg|1200]]

## 013. 8858215852824222

- 所属主题：[[topics/040|#高盛 #韩股 #沪深港通 #...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151824848852)
- 本地资源：[[assets/images/260716_2213__高盛 _韩股 _沪深港通 ___8858215852824222.jpg|8858215852824222]]

![[assets/images/260716_2213__高盛 _韩股 _沪深港通 ___8858215852824222.jpg|1200]]

## 014. 8858215852821812

- 所属主题：[[topics/040|#高盛 #韩股 #沪深港通 #...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151824848852)
- 本地资源：[[assets/images/260716_2213__高盛 _韩股 _沪深港通 ___8858215852821812.jpg|8858215852821812]]

![[assets/images/260716_2213__高盛 _韩股 _沪深港通 ___8858215852821812.jpg|1200]]

## 015. 4848514845855118

- 所属主题：[[topics/041|#东吴 #电动车]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282145151418)
- 本地资源：[[assets/images/260716_2212__东吴 _电动车__4848514845855118.jpg|4848514845855118]]

![[assets/images/260716_2212__东吴 _电动车__4848514845855118.jpg|1200]]

## 016. 4848514845855518

- 所属主题：[[topics/042|半导体板块：价格涨幅与未来每股收益增速对比]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282145152848)
- 本地资源：[[assets/images/260716_2212_半导体板块：价格涨幅与未来每股收益增速对比__4848514845855518.jpg|4848514845855518]]

![[assets/images/260716_2212_半导体板块：价格涨幅与未来每股收益增速对比__4848514845855518.jpg|1200]]

## 017. 5121582125155824

- 所属主题：[[topics/042|半导体板块：价格涨幅与未来每股收益增速对比]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282145152848)
- 本地资源：[[assets/images/260716_2212_半导体板块：价格涨幅与未来每股收益增速对比__5121582125155824.jpg|5121582125155824]]

![[assets/images/260716_2212_半导体板块：价格涨幅与未来每股收益增速对比__5121582125155824.jpg|1200]]

## 018. 1525482524545542

- 所属主题：[[topics/043|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414825852444)
- 本地资源：[[assets/images/260716_2211__长鑫科技__1525482524545542.jpg|1525482524545542]]

![[assets/images/260716_2211__长鑫科技__1525482524545542.jpg|1200]]

## 019. 2858215511422281

- 所属主题：[[topics/072|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484411814181)
- 本地资源：[[assets/images/260716_2025__小光__2858215511422281.jpg|2858215511422281]]

![[assets/images/260716_2025__小光__2858215511422281.jpg|1200]]

## 020. 5121582288451484

- 所属主题：[[topics/074|#长鑫科技 #IPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484411818111)
- 本地资源：[[assets/images/260716_2024__长鑫科技 _IPO__5121582288451484.jpg|5121582288451484]]

![[assets/images/260716_2024__长鑫科技 _IPO__5121582288451484.jpg|1200]]

## 021. 1525482288145142

- 所属主题：[[topics/075|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282211818148)
- 本地资源：[[assets/images/260716_2024__SpaceX__1525482288145142.jpg|1525482288145142]]

![[assets/images/260716_2024__SpaceX__1525482288145142.jpg|1200]]

## 022. 2858215511425411

- 所属主题：[[topics/076|#策略 #东财]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484411884811)
- 本地资源：[[assets/images/260716_2023__策略 _东财__2858215511425411.jpg|2858215511425411]]

![[assets/images/260716_2023__策略 _东财__2858215511425411.jpg|1200]]

## 023. 5121582288424554

- 所属主题：[[topics/077|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151188551582)
- 本地资源：[[assets/images/260716_2023__市场__5121582288424554.jpg|5121582288424554]]

![[assets/images/260716_2023__市场__5121582288424554.jpg|1200]]

## 024. 2858215511425241

- 所属主题：[[topics/077|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151188551582)
- 本地资源：[[assets/images/260716_2023__市场__2858215511425241.jpg|2858215511425241]]

![[assets/images/260716_2023__市场__2858215511425241.jpg|1200]]

## 025. 2858215511425881

- 所属主题：[[topics/078|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484411888451)
- 本地资源：[[assets/images/260716_2022__市场__2858215511425881.jpg|2858215511425881]]

![[assets/images/260716_2022__市场__2858215511425881.jpg|1200]]

## 026. 1525482288154842

- 所属主题：[[topics/079|#融资]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414488288524)
- 本地资源：[[assets/images/260716_2016__融资__1525482288154842.jpg|1525482288154842]]

![[assets/images/260716_2016__融资__1525482288154842.jpg|1200]]

## 027. 1525482288154852

- 所属主题：[[topics/080|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151188281452)
- 本地资源：[[assets/images/260716_2016__市场__1525482288154852.jpg|1525482288154852]]

![[assets/images/260716_2016__市场__1525482288154852.jpg|1200]]

## 028. 4848514411285228

- 所属主题：[[topics/081|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151188281282)
- 本地资源：[[assets/images/260716_2015__存储__4848514411285228.jpg|4848514411285228]]

![[assets/images/260716_2015__存储__4848514411285228.jpg|1200]]

## 029. 2858215511482211

- 所属主题：[[topics/082|#存储 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484411512142)
- 本地资源：[[assets/images/260716_2015__存储 _AI__2858215511482211.jpg|2858215511482211]]

![[assets/images/260716_2015__存储 _AI__2858215511482211.jpg|1200]]

## 030. 5121582288411144

- 所属主题：[[topics/083|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414488281144)
- 本地资源：[[assets/images/260716_2014__韩股__5121582288411144.jpg|5121582288411144]]

![[assets/images/260716_2014__韩股__5121582288411144.jpg|1200]]

## 031. 2858215511488511

- 所属主题：[[topics/084|#西游记]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282211418448)
- 本地资源：[[assets/images/260716_2014__西游记__2858215511488511.jpg|2858215511488511]]

![[assets/images/260716_2014__西游记__2858215511488511.jpg|1200]]

## 032. 2858215511488541

- 所属主题：[[topics/085|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414488282814)
- 本地资源：[[assets/images/260716_2013__市场__2858215511488541.jpg|2858215511488541]]

![[assets/images/260716_2013__市场__2858215511488541.jpg|1200]]

## 033. 4848514411284128

- 所属主题：[[topics/086|#鑫多多 #航天航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151188282122)
- 本地资源：[[assets/images/260716_2013__鑫多多 _航天航空__4848514411284128.jpg|4848514411284128]]

![[assets/images/260716_2013__鑫多多 _航天航空__4848514411284128.jpg|1200]]

## 034. 8858215511451812

- 所属主题：[[topics/089|#华创 #台股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484411548451)
- 本地资源：[[assets/images/260716_2011__华创 _台股__8858215511451812.jpg|8858215511451812]]

![[assets/images/260716_2011__华创 _台股__8858215511451812.jpg|1200]]

## 035. 4848514411241858

- 所属主题：[[topics/091|#光伏]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282211428818)
- 本地资源：[[assets/images/260716_2010__光伏__4848514411241858.jpg|4848514411241858]]

![[assets/images/260716_2010__光伏__4848514411241858.jpg|1200]]

## 036. 1525482288128212

- 所属主题：[[topics/093|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282211428848)
- 本地资源：[[assets/images/260716_2010__长鑫科技__1525482288128212.jpg|1525482288128212]]

![[assets/images/260716_2010__长鑫科技__1525482288128212.jpg|1200]]

## 037. 1525482288121182

- 所属主题：[[topics/094|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484411521141)
- 本地资源：[[assets/images/260716_2010__台积电__1525482288121182.jpg|1525482288121182]]

![[assets/images/260716_2010__台积电__1525482288121182.jpg|1200]]

## 038. 8858215511454482

- 所属主题：[[topics/096|#消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484411521421)
- 本地资源：[[assets/images/260716_2009__消费__8858215511454482.jpg|8858215511454482]]

![[assets/images/260716_2009__消费__8858215511454482.jpg|1200]]

## 039. 5121582288424444

- 所属主题：[[topics/096|#消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484411521421)
- 本地资源：[[assets/images/260716_2009__消费__5121582288424444.jpg|5121582288424444]]

![[assets/images/260716_2009__消费__5121582288424444.jpg|1200]]

## 040. 2858215511454211

- 所属主题：[[topics/100|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414488258124)
- 本地资源：[[assets/images/260716_2009__市场__2858215511454211.jpg|2858215511454211]]

![[assets/images/260716_2009__市场__2858215511454211.jpg|1200]]

## 041. 4848514411242528

- 所属主题：[[topics/102|【今日投资舆情热点】 1）医药医疗：国务院印发《》，全链条支持创新药和医疗器械发展应用。 2）消费电子：国家网信办发布7款提供手机端侧生成式人工智能服务备案信息]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282211444188)
- 本地资源：[[assets/images/260716_2008_【今日投资舆情热点】 1）医药医疗：国务院印发《》，全链条支持创新药和医疗器械发展应用。 2）消费电__4848514411242528.jpg|4848514411242528]]

![[assets/images/260716_2008_【今日投资舆情热点】 1）医药医疗：国务院印发《》，全链条支持创新药和医疗器械发展应用。 2）消费电__4848514411242528.jpg|1200]]

## 042. 2858215511452211

- 所属主题：[[topics/103|#财通 #Fab #科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282211444848)
- 本地资源：[[assets/images/260716_2007__财通 _Fab _科技__2858215511452211.jpg|2858215511452211]]

![[assets/images/260716_2007__财通 _Fab _科技__2858215511452211.jpg|1200]]

## 043. 1525482288124452

- 所属主题：[[topics/104|#融资]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151181888842)
- 本地资源：[[assets/images/260716_2007__融资__1525482288124452.jpg|1525482288124452]]

![[assets/images/260716_2007__融资__1525482288124452.jpg|1200]]

## 044. 8858215511452522

- 所属主题：[[topics/107|#日本 #英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282212112858)
- 本地资源：[[assets/images/260716_2006__日本 _英伟达__8858215511452522.jpg|8858215511452522]]

![[assets/images/260716_2006__日本 _英伟达__8858215511452522.jpg|1200]]

## 045. 4848514414544888

- 所属主题：[[topics/133|东方财富策略（2026-07-16） ??2007中石油和2026海力士走势对比 1??2007年中石油A谷上市和2026年SK海力士美谷上市均背靠产业上行期（]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151115845512)
- 本地资源：[[assets/images/260716_1442_东方财富策略（2026-07-16） 2007中石油和2026海力士走势对比 1 2007年中__4848514414544888.jpg|4848514414544888]]

![[assets/images/260716_1442_东方财富策略（2026-07-16） 2007中石油和2026海力士走势对比 1 2007年中__4848514414544888.jpg|1200]]

## 046. 8858215515255522

- 所属主题：[[topics/134|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484448125121)
- 本地资源：[[assets/images/260716_1442__市场__8858215515255522.jpg|8858215515255522]]

![[assets/images/260716_1442__市场__8858215515255522.jpg|1200]]

## 047. 8858215515524442

- 所属主题：[[topics/154|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151115212252)
- 本地资源：[[assets/images/260716_1405__市场__8858215515524442.jpg|8858215515524442]]

![[assets/images/260716_1405__市场__8858215515524442.jpg|1200]]

## 048. 4848514414452888

- 所属主题：[[topics/155|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282228454148)
- 本地资源：[[assets/images/260716_1404__台积电__4848514414452888.jpg|4848514414452888]]

![[assets/images/260716_1404__台积电__4848514414452888.jpg|1200]]

## 049. 8858215541421452

- 所属主题：[[topics/163|#无人驾驶]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414442155444)
- 本地资源：[[assets/images/260716_1325__无人驾驶__8858215541421452.jpg|8858215541421452]]

![[assets/images/260716_1325__无人驾驶__8858215541421452.jpg|1200]]

## 050. 1525482218148412

- 所属主题：[[topics/164|#海通 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484445822222)
- 本地资源：[[assets/images/260716_1325__海通 _策略__1525482218148412.jpg|1525482218148412]]

![[assets/images/260716_1325__海通 _策略__1525482218148412.jpg|1200]]

## 051. 4848514421251888

- 所属主题：[[topics/165|#AI手机 #努比亚]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484445828821)
- 本地资源：[[assets/images/260716_1324__AI手机 _努比亚__4848514421251888.jpg|4848514421251888]]

![[assets/images/260716_1324__AI手机 _努比亚__4848514421251888.jpg|1200]]

## 052. 5121582248458124

- 所属主题：[[topics/166|#AI #科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484445828522)
- 本地资源：[[assets/images/260716_1324__AI _科技__5121582248458124.jpg|5121582248458124]]

![[assets/images/260716_1324__AI _科技__5121582248458124.jpg|1200]]

## 053. 2858215541421511

- 所属主题：[[topics/167|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484445825112)
- 本地资源：[[assets/images/260716_1324__韩股__2858215541421511.jpg|2858215541421511]]

![[assets/images/260716_1324__韩股__2858215541421511.jpg|1200]]

## 054. 5121582248455884

- 所属主题：[[topics/168|#氢氟酸]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484445884411)
- 本地资源：[[assets/images/260716_1323__氢氟酸__5121582248455884.jpg|5121582248455884]]

![[assets/images/260716_1323__氢氟酸__5121582248455884.jpg|1200]]

## 055. 8858215541422182

- 所属主题：[[topics/169|#债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484445884512)
- 本地资源：[[assets/images/260716_1322__债__8858215541422182.jpg|8858215541422182]]

![[assets/images/260716_1322__债__8858215541422182.jpg|1200]]

## 056. 2858215541422481

- 所属主题：[[topics/170|#西游记]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414442115124)
- 本地资源：[[assets/images/260716_1322__西游记__2858215541422481.jpg|2858215541422481]]

![[assets/images/260716_1322__西游记__2858215541422481.jpg|1200]]

## 057. 1525482218144452

- 所属主题：[[topics/171|明天的 AI 大会展商布局图]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414442111144)
- 本地资源：[[assets/images/260716_1321_明天的 AI 大会展商布局图__1525482218144452.jpg|1525482218144452]]

![[assets/images/260716_1321_明天的 AI 大会展商布局图__1525482218144452.jpg|1200]]

## 058. 1525482218144522

- 所属主题：[[topics/172|#猪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484445851422)
- 本地资源：[[assets/images/260716_1321__猪__1525482218144522.jpg|1525482218144522]]

![[assets/images/260716_1321__猪__1525482218144522.jpg|1200]]

## 059. 8858215541422582

- 所属主题：[[topics/173|#万兴科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151112528512)
- 本地资源：[[assets/images/260716_1320__万兴科技__8858215541422582.jpg|8858215541422582]]

![[assets/images/260716_1320__万兴科技__8858215541422582.jpg|1200]]

## 060. 1525482218145212

- 所属主题：[[topics/174|#长江 #机械]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282224842428)
- 本地资源：[[assets/images/260716_1320__长江 _机械__1525482218145212.jpg|1525482218145212]]

![[assets/images/260716_1320__长江 _机械__1525482218145212.jpg|1200]]

## 061. 2858215541425111

- 所属主题：[[topics/175|#猪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282224845158)
- 本地资源：[[assets/images/260716_1319__猪__2858215541425111.jpg|2858215541425111]]

![[assets/images/260716_1319__猪__2858215541425111.jpg|1200]]

## 062. 1525482218142842

- 所属主题：[[topics/176|#巴菲特 #谷歌]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484445852241)
- 本地资源：[[assets/images/260716_1319__巴菲特 _谷歌__1525482218142842.jpg|1525482218142842]]

![[assets/images/260716_1319__巴菲特 _谷歌__1525482218142842.jpg|1200]]

## 063. 8858215541425482

- 所属主题：[[topics/177|#AI #机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484445852812)
- 本地资源：[[assets/images/260716_1319__AI _机器人__8858215541425482.jpg|8858215541425482]]

![[assets/images/260716_1319__AI _机器人__8858215541425482.jpg|1200]]

## 064. 1525482218142552

- 所属主题：[[topics/179|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484445855452)
- 本地资源：[[assets/images/260716_1318__市场__1525482218142552.jpg|1525482218142552]]

![[assets/images/260716_1318__市场__1525482218142552.jpg|1200]]

## 065. 2858215541481111

- 所属主题：[[topics/180|#猪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151112522522)
- 本地资源：[[assets/images/260716_1318__猪__2858215541481111.jpg|2858215541481111]]

![[assets/images/260716_1318__猪__2858215541481111.jpg|1200]]

## 066. 1525482218142282

- 所属主题：[[topics/180|#猪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151112522522)
- 本地资源：[[assets/images/260716_1318__猪__1525482218142282.jpg|1525482218142282]]

![[assets/images/260716_1318__猪__1525482218142282.jpg|1200]]

## 067. 2858215541484141

- 所属主题：[[topics/181|#日本 #英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484445528411)
- 本地资源：[[assets/images/260716_1317__日本 _英伟达__2858215541484141.jpg|2858215541484141]]

![[assets/images/260716_1317__日本 _英伟达__2858215541484141.jpg|1200]]

## 068. 8858215541484152

- 所属主题：[[topics/183|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151112245412)
- 本地资源：[[assets/images/260716_1317__存储__8858215541484152.jpg|8858215541484152]]

![[assets/images/260716_1317__存储__8858215541484152.jpg|1200]]

## 069. 5121582248415844

- 所属主题：[[topics/191|#先正达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414442214584)
- 本地资源：[[assets/images/260716_1315__先正达__5121582248415844.jpg|5121582248415844]]

![[assets/images/260716_1315__先正达__5121582248415844.jpg|1200]]

## 070. 5121582248415214

- 所属主题：[[topics/193|#氢氟酸]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484445582212)
- 本地资源：[[assets/images/260716_1315__氢氟酸__5121582248415214.jpg|5121582248415214]]

![[assets/images/260716_1315__氢氟酸__5121582248415214.jpg|1200]]

## 071. 4848514421244818

- 所属主题：[[topics/232|#黑毛 #Coreweave]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151148825452)
- 本地资源：[[assets/images/260716_1304__黑毛 _Coreweave__4848514421244818.jpg|4848514421244818]]

![[assets/images/260716_1304__黑毛 _Coreweave__4848514421244818.jpg|1200]]

## 072. 5121582244558844

- 所属主题：[[topics/245|#苹果 #液冷]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151142448152)
- 本地资源：[[assets/images/260716_1054__苹果 _液冷__5121582244558844.jpg|5121582244558844]]

![[assets/images/260716_1054__苹果 _液冷__5121582244558844.jpg|1200]]

## 073. 5121582244558814

- 所属主题：[[topics/247|#端侧AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484425224841)
- 本地资源：[[assets/images/260716_1054__端侧AI__5121582244558814.jpg|5121582244558814]]

![[assets/images/260716_1054__端侧AI__5121582244558814.jpg|1200]]

## 074. 1525482211448852

- 所属主题：[[topics/249|#拓尔思]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414452554214)
- 本地资源：[[assets/images/260716_1054__拓尔思__1525482211448852.jpg|1525482211448852]]

![[assets/images/260716_1054__拓尔思__1525482211448852.jpg|1200]]

## 075. 4848514422425288

- 所属主题：[[topics/257|#氢氟酸]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484484548522)
- 本地资源：[[assets/images/260716_1023__氢氟酸__4848514422425288.jpg|4848514422425288]]

![[assets/images/260716_1023__氢氟酸__4848514422425288.jpg|1200]]

## 076. 5121582241154124

- 所属主题：[[topics/263|#南芯科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484482854421)
- 本地资源：[[assets/images/260716_0954__南芯科技__5121582241154124.jpg|5121582241154124]]

![[assets/images/260716_0954__南芯科技__5121582241154124.jpg|1200]]

## 077. 8858215548824522

- 所属主题：[[topics/264|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484482854281)
- 本地资源：[[assets/images/260716_0954__韩股__8858215548824522.jpg|8858215548824522]]

![[assets/images/260716_0954__韩股__8858215548824522.jpg|1200]]

## 078. 5121582241155254

- 所属主题：[[topics/265|#端侧AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484482854851)
- 本地资源：[[assets/images/260716_0954__端侧AI__5121582241155254.jpg|5121582241155254]]

![[assets/images/260716_0954__端侧AI__5121582241155254.jpg|1200]]

## 079. 5121582241151814

- 所属主题：[[topics/266|#财通 #固收]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484482852211)
- 本地资源：[[assets/images/260716_0954__财通 _固收__5121582241151814.jpg|5121582241151814]]

![[assets/images/260716_0954__财通 _固收__5121582241151814.jpg|1200]]

## 080. 2858215548828581

- 所属主题：[[topics/271|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414415284444)
- 本地资源：[[assets/images/260716_0952__英伟达__2858215548828581.jpg|2858215548828581]]

![[assets/images/260716_0952__英伟达__2858215548828581.jpg|1200]]

## 081. 4848514428858828

- 所属主题：[[topics/271|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414415284444)
- 本地资源：[[assets/images/260716_0952__英伟达__4848514428858828.jpg|4848514428858828]]

![[assets/images/260716_0952__英伟达__4848514428858828.jpg|1200]]

## 082. 4848514428842418

- 所属主题：[[topics/285|#盘中宝 #AI手机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282288155558)
- 本地资源：[[assets/images/260716_0942__盘中宝 _AI手机__4848514428842418.jpg|4848514428842418]]

![[assets/images/260716_0942__盘中宝 _AI手机__4848514428842418.jpg|1200]]

## 083. 4848514428842448

- 所属主题：[[topics/287|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484488122552)
- 本地资源：[[assets/images/260716_0941__小光__4848514428842448.jpg|4848514428842448]]

![[assets/images/260716_0941__小光__4848514428842448.jpg|1200]]

## 084. 5121582241212144

- 所属主题：[[topics/295|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484488841151)
- 本地资源：[[assets/images/260716_0926__红宝书__5121582241212144.jpg|5121582241212144]]

![[assets/images/260716_0926__红宝书__5121582241212144.jpg|1200]]

## 085. 4848514428442188

- 所属主题：[[topics/297|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484488842222)
- 本地资源：[[assets/images/260716_0925__ETF__4848514428442188.jpg|4848514428442188]]

![[assets/images/260716_0925__ETF__4848514428442188.jpg|1200]]

## 086. 4848514428442518

- 所属主题：[[topics/298|#Jefferies #光通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484488845151)
- 本地资源：[[assets/images/260716_0925__Jefferies _光通信__4848514428442518.jpg|4848514428442518]]

![[assets/images/260716_0925__Jefferies _光通信__4848514428442518.jpg|1200]]

## 087. 8858215548552822

- 所属主题：[[topics/302|#沪深港通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151155541222)
- 本地资源：[[assets/images/260716_0924__沪深港通__8858215548552822.jpg|8858215548552822]]

![[assets/images/260716_0924__沪深港通__8858215548552822.jpg|1200]]

## 088. 2858215548552521

- 所属主题：[[topics/304|#日本 #服务器]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484488828212)
- 本地资源：[[assets/images/260716_0923__日本 _服务器__2858215548552521.jpg|2858215548552521]]

![[assets/images/260716_0923__日本 _服务器__2858215548552521.jpg|1200]]

## 089. 1525482215225182

- 所属主题：[[topics/307|🌀【天风汽车】摩托车6月销量更新：寻找确定性的资产-0715 ——————————— 1、250CC+市场： ① 6份销量11.3万辆，yoy+10%/mom+]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414411285414)
- 本地资源：[[assets/images/260716_0923_🌀【天风汽车】摩托车6月销量更新：寻找确定性的资产-0715 ——————————— 1、250CC__1525482215225182.jpg|1525482215225182]]

![[assets/images/260716_0923_🌀【天风汽车】摩托车6月销量更新：寻找确定性的资产-0715 ——————————— 1、250CC__1525482215225182.jpg|1200]]

## 090. 1525482212112452

- 所属主题：[[topics/340|#电影]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151421558142)
- 本地资源：[[assets/images/260716_0858__电影__1525482212112452.jpg|1525482212112452]]

![[assets/images/260716_0858__电影__1525482212112452.jpg|1200]]

## 091. 4848514424224488

- 所属主题：[[topics/342|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484254881811)
- 本地资源：[[assets/images/260716_0858__英伟达__4848514424224488.jpg|4848514424224488]]

![[assets/images/260716_0858__英伟达__4848514424224488.jpg|1200]]

## 092. 1525482212148142

- 所属主题：[[topics/344|#长鑫科技 #IPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282542885188)
- 本地资源：[[assets/images/260716_0857__长鑫科技 _IPO__1525482212148142.jpg|1525482212148142]]

![[assets/images/260716_0857__长鑫科技 _IPO__1525482212148142.jpg|1200]]

## 093. 1525482212148582

- 所属主题：[[topics/347|#电报解读 #阿里巴巴]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282542885448)
- 本地资源：[[assets/images/260716_0857__电报解读 _阿里巴巴__1525482212148582.jpg|1525482212148582]]

![[assets/images/260716_0857__电报解读 _阿里巴巴__1525482212148582.jpg|1200]]

## 094. 2858215545424281

- 所属主题：[[topics/349|#电报解读]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484254885151)
- 本地资源：[[assets/images/260716_0857__电报解读__2858215545424281.jpg|2858215545424281]]

![[assets/images/260716_0857__电报解读__2858215545424281.jpg|1200]]

## 095. 8858215545424812

- 所属主题：[[topics/350|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282542884528)
- 本地资源：[[assets/images/260716_0857__研选__8858215545424812.jpg|8858215545424812]]

![[assets/images/260716_0857__研选__8858215545424812.jpg|1200]]

## 096. 8858215545424842

- 所属主题：[[topics/352|#九点特供]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151421552282)
- 本地资源：[[assets/images/260716_0857__九点特供__8858215545424842.jpg|8858215545424842]]

![[assets/images/260716_0857__九点特供__8858215545424842.jpg|1200]]

## 097. 8858215545424852

- 所属主题：[[topics/354|#全知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282542841148)
- 本地资源：[[assets/images/260716_0856__全知道__8858215545424852.jpg|8858215545424852]]

![[assets/images/260716_0856__全知道__8858215545424852.jpg|1200]]

## 098. 1525482212144452

- 所属主题：[[topics/358|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414524258244)
- 本地资源：[[assets/images/260716_0856__监管__1525482212144452.jpg|1525482212144452]]

![[assets/images/260716_0856__监管__1525482212144452.jpg|1200]]

## 099. 5121582242451524

- 所属主题：[[topics/360|#纽约 #IDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151421241482)
- 本地资源：[[assets/images/260716_0855__纽约 _IDC__5121582242451524.jpg|5121582242451524]]

![[assets/images/260716_0855__纽约 _IDC__5121582242451524.jpg|1200]]

## 100. 1525482212145542

- 所属主题：[[topics/362|#麦格米特]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414524251854)
- 本地资源：[[assets/images/260716_0855__麦格米特__1525482212145542.jpg|1525482212145542]]

![[assets/images/260716_0855__麦格米特__1525482212145542.jpg|1200]]

## 101. 4848514424848158

- 所属主题：[[topics/413|#IDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414521414814)
- 本地资源：[[assets/images/260716_0815__IDC__4848514424848158.jpg|4848514424848158]]

![[assets/images/260716_0815__IDC__4848514424848158.jpg|1200]]

## 102. 5121582242121414

- 所属主题：[[topics/416|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484258484252)
- 本地资源：[[assets/images/260716_0814__监管__5121582242121414.jpg|5121582242121414]]

![[assets/images/260716_0814__监管__5121582242121414.jpg|1200]]

## 103. 8858215545858212

- 所属主题：[[topics/417|#航运]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414521414154)
- 本地资源：[[assets/images/260716_0814__航运__8858215545858212.jpg|8858215545858212]]

![[assets/images/260716_0814__航运__8858215545858212.jpg|1200]]

## 104. 1525482212525412

- 所属主题：[[topics/419|#ASML]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151588881542)
- 本地资源：[[assets/images/260716_0814__ASML__1525482212525412.jpg|1525482212525412]]

![[assets/images/260716_0814__ASML__1525482212525412.jpg|1200]]

## 105. 5121582242121154

- 所属主题：[[topics/421|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282811112448)
- 本地资源：[[assets/images/260716_0814__彭博新闻 _市场__5121582242121154.jpg|5121582242121154]]

![[assets/images/260716_0814__彭博新闻 _市场__5121582242121154.jpg|1200]]

## 106. 1525482212288852

- 所属主题：[[topics/428|#CXO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484811115181)
- 本地资源：[[assets/images/260716_0812__CXO__1525482212288852.jpg|1525482212288852]]

![[assets/images/260716_0812__CXO__1525482212288852.jpg|1200]]

## 107. 5121582242288814

- 所属主题：[[topics/428|#CXO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484811115181)
- 本地资源：[[assets/images/260716_0812__CXO__5121582242288814.jpg|5121582242288814]]

![[assets/images/260716_0812__CXO__5121582242288814.jpg|1200]]

## 108. 1525482212288182

- 所属主题：[[topics/430|#ASML]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484811115422)
- 本地资源：[[assets/images/260716_0812__ASML__1525482212288182.jpg|1525482212288182]]

![[assets/images/260716_0812__ASML__1525482212288182.jpg|1200]]

## 109. 5121582242288144

- 所属主题：[[topics/432|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151588882582)
- 本地资源：[[assets/images/260716_0812__长鑫科技__5121582242288144.jpg|5121582242288144]]

![[assets/images/260716_0812__长鑫科技__5121582242288144.jpg|1200]]

## 110. 8858215545511522

- 所属主题：[[topics/435|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484811141511)
- 本地资源：[[assets/images/260716_0812__市场__8858215545511522.jpg|8858215545511522]]

![[assets/images/260716_0812__市场__8858215545511522.jpg|1200]]

## 111. 2858215545512141

- 所属主题：[[topics/439|#医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414188844524)
- 本地资源：[[assets/images/260716_0811__医药__2858215545512141.jpg|2858215545512141]]

![[assets/images/260716_0811__医药__2858215545512141.jpg|1200]]

## 112. 4848514424418118

- 所属主题：[[topics/450|#财通 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414188858144)
- 本地资源：[[assets/images/260716_0809__财通 _韩股__4848514424418118.jpg|4848514424418118]]

![[assets/images/260716_0809__财通 _韩股__4848514424418118.jpg|1200]]

## 113. 8858215545518142

- 所属主题：[[topics/452|热门靶点药物临床试验进展对比]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414188858284)
- 本地资源：[[assets/images/260716_0809_热门靶点药物临床试验进展对比__8858215545518142.jpg|8858215545518142]]

![[assets/images/260716_0809_热门靶点药物临床试验进展对比__8858215545518142.jpg|1200]]

## 114. 8858215545518152

- 所属主题：[[topics/454|【兴证策略】2026年中报业绩预告速览 截至2026年7月15日21:00，1682家A股上市公司（剔除次新股，下同）发布了2026年中报/快报/业绩预告，披露]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414188854844)
- 本地资源：[[assets/images/260716_0808_【兴证策略】2026年中报业绩预告速览 截至2026年7月15日21 00，1682家A股上市公司（__8858215545518152.jpg|8858215545518152]]

![[assets/images/260716_0808_【兴证策略】2026年中报业绩预告速览 截至2026年7月15日21 00，1682家A股上市公司（__8858215545518152.jpg|1200]]

## 115. 4848514424418218

- 所属主题：[[topics/456|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282811155158)
- 本地资源：[[assets/images/260716_0808__苹果__4848514424418218.jpg|4848514424418218]]

![[assets/images/260716_0808__苹果__4848514424418218.jpg|1200]]

## 116. 1525482212282812

- 所属主题：[[topics/458|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282811155248)
- 本地资源：[[assets/images/260716_0808__Anthropic__1525482212282812.jpg|1525482212282812]]

![[assets/images/260716_0808__Anthropic__1525482212282812.jpg|1200]]

## 117. 5121582242282414

- 所属主题：[[topics/460|#美国 #IDC #电力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282811155858)
- 本地资源：[[assets/images/260716_0808__美国 _IDC _电力__5121582242282414.jpg|5121582242282414]]

![[assets/images/260716_0808__美国 _IDC _电力__5121582242282414.jpg|1200]]
