--- date: 2026-07-17 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-07-17 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. 2858215845152821 - 所属主题：[[topics/007|#电池]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418115418184) - 本地资源：[[assets/images/260717_2034__电池__2858215845152821.jpg|2858215845152821]] ![[assets/images/260717_2034__电池__2858215845152821.jpg|1200]] ## 002. 8858215845152822 - 所属主题：[[topics/008|#津巴布韦 #锂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481882481841) - 本地资源：[[assets/images/260717_2034__津巴布韦 _锂__8858215845152822.jpg|8858215845152822]] ![[assets/images/260717_2034__津巴布韦 _锂__8858215845152822.jpg|1200]] ## 003. 4848514824145848 - 所属主题：[[topics/010|#东财 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158554158552) - 本地资源：[[assets/images/260717_2034__东财 _策略__4848514824145848.jpg|4848514824145848]] ![[assets/images/260717_2034__东财 _策略__4848514824145848.jpg|1200]] ## 004. 8858215845152552 - 所属主题：[[topics/015|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418115414484) - 本地资源：[[assets/images/260717_2033__市场__8858215845152552.jpg|8858215845152552]] ![[assets/images/260717_2033__市场__8858215845152552.jpg|1200]] ## 005. 8858215845155482 - 所属主题：[[topics/023|#基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481882482511) - 本地资源：[[assets/images/260717_2031__基金__8858215845155482.jpg|8858215845155482]] ![[assets/images/260717_2031__基金__8858215845155482.jpg|1200]] ## 006. 2858215845155451 - 所属主题：[[topics/024|#指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481882488141) - 本地资源：[[assets/images/260717_2030__指数__2858215845155451.jpg|2858215845155451]] ![[assets/images/260717_2030__指数__2858215845155451.jpg|1200]] ## 007. 8858215845155222 - 所属主题：[[topics/025|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481882488481) - 本地资源：[[assets/images/260717_2030__美国__8858215845155222.jpg|8858215845155222]] ![[assets/images/260717_2030__美国__8858215845155222.jpg|1200]] ## 008. 1525482512822552 - 所属主题：[[topics/028|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418115412184) - 本地资源：[[assets/images/260717_2029__市场__1525482512822552.jpg|1525482512822552]] ![[assets/images/260717_2029__市场__1525482512822552.jpg|1200]] ## 009. 5121582142822224 - 所属主题：[[topics/031|#美股 #IPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481882485582) - 本地资源：[[assets/images/260717_2028__美股 _IPO__5121582142822224.jpg|5121582142822224]] ![[assets/images/260717_2028__美股 _IPO__5121582142822224.jpg|1200]] ## 010. 8858215845428242 - 所属主题：[[topics/037|#电池]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158554128412) - 本地资源：[[assets/images/260717_2027__电池__8858215845428242.jpg|8858215845428242]] ![[assets/images/260717_2027__电池__8858215845428242.jpg|1200]] ## 011. 2858215845428251 - 所属主题：[[topics/039|#科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418115424184) - 本地资源：[[assets/images/260717_2027__科技__2858215845428251.jpg|2858215845428251]] ![[assets/images/260717_2027__科技__2858215845428251.jpg|1200]] ## 012. 4848514824258548 - 所属主题：[[topics/040|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481882454881) - 本地资源：[[assets/images/260717_2027__市场__4848514824258548.jpg|4848514824258548]] ![[assets/images/260717_2027__市场__4848514824258548.jpg|1200]] ## 013. 8858215845425422 - 所属主题：[[topics/041|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418115425424) - 本地资源：[[assets/images/260717_2026__市场__8858215845425422.jpg|8858215845425422]] ![[assets/images/260717_2026__市场__8858215845425422.jpg|1200]] ## 014. 5121582142452454 - 所属主题：[[topics/041|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418115425424) - 本地资源：[[assets/images/260717_2026__市场__5121582142452454.jpg|5121582142452454]] ![[assets/images/260717_2026__市场__5121582142452454.jpg|1200]] ## 015. 2858215845425411 - 所属主题：[[topics/041|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418115425424) - 本地资源：[[assets/images/260717_2026__市场__2858215845425411.jpg|2858215845425411]] ![[assets/images/260717_2026__市场__2858215845425411.jpg|1200]] ## 016. 5121582151555114 - 所属主题：[[topics/053|#VC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418125182254) - 本地资源：[[assets/images/260717_1432__VC__5121582151555114.jpg|5121582151555114]] ![[assets/images/260717_1432__VC__5121582151555114.jpg|1200]] ## 017. 1525482545511122 - 所属主题：[[topics/054|#东财 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481855884842) - 本地资源：[[assets/images/260717_1404__东财 _策略__1525482545511122.jpg|1525482545511122]] ![[assets/images/260717_1404__东财 _策略__1525482545511122.jpg|1200]] ## 018. 8858215828515252 - 所属主题：[[topics/062|#电报解读 #电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158288885882) - 本地资源：[[assets/images/260717_1348__电报解读 _电力__8858215828515252.jpg|8858215828515252]] ![[assets/images/260717_1348__电报解读 _电力__8858215828515252.jpg|1200]] ## 019. 4848514858421888 - 所属主题：[[topics/063|#融资]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158288885452) - 本地资源：[[assets/images/260717_1347__融资__4848514858421888.jpg|4848514858421888]] ![[assets/images/260717_1347__融资__4848514858421888.jpg|1200]] ## 020. 8858215828544482 - 所属主题：[[topics/065|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281411185248) - 本地资源：[[assets/images/260717_1346__市场__8858215828544482.jpg|8858215828544482]] ![[assets/images/260717_1346__市场__8858215828544482.jpg|1200]] ## 021. 4848514858422818 - 所属主题：[[topics/066|#牛市]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158288854552) - 本地资源：[[assets/images/260717_1345__牛市__4848514858422818.jpg|4848514858422818]] ![[assets/images/260717_1345__牛市__4848514858422818.jpg|1200]] ## 022. 4848514858422548 - 所属主题：[[topics/066|#牛市]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158288854552) - 本地资源：[[assets/images/260717_1345__牛市__4848514858422548.jpg|4848514858422548]] ![[assets/images/260717_1345__牛市__4848514858422548.jpg|1200]] ## 023. 4848514858425818 - 所属主题：[[topics/067|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418288811444) - 本地资源：[[assets/images/260717_1345__中美关系__4848514858425818.jpg|4848514858425818]] ![[assets/images/260717_1345__中美关系__4848514858425818.jpg|1200]] ## 024. 4848514858425848 - 所属主题：[[topics/068|#融资]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158288852142) - 本地资源：[[assets/images/260717_1344__融资__4848514858425848.jpg|4848514858425848]] ![[assets/images/260717_1344__融资__4848514858425848.jpg|1200]] ## 025. 2858215828548281 - 所属主题：[[topics/069|#AI #科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481511154152) - 本地资源：[[assets/images/260717_1343__AI _科技__2858215828548281.jpg|2858215828548281]] ![[assets/images/260717_1343__AI _科技__2858215828548281.jpg|1200]] ## 026. 8858215828548442 - 所属主题：[[topics/069|#AI #科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481511154152) - 本地资源：[[assets/images/260717_1343__AI _科技__8858215828548442.jpg|8858215828548442]] ![[assets/images/260717_1343__AI _科技__8858215828548442.jpg|1200]] ## 027. 5121582151241524 - 所属主题：[[topics/070|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481511154252) - 本地资源：[[assets/images/260717_1342__市场__5121582151241524.jpg|5121582151241524]] ![[assets/images/260717_1342__市场__5121582151241524.jpg|1200]] ## 028. 5121582151241124 - 所属主题：[[topics/071|#债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481511154552) - 本地资源：[[assets/images/260717_1342__债__5121582151241124.jpg|5121582151241124]] ![[assets/images/260717_1342__债__5121582151241124.jpg|1200]] ## 029. 1525482545212512 - 所属主题：[[topics/072|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481511152412) - 本地资源：[[assets/images/260717_1342__OpenAI__1525482545212512.jpg|1525482545212512]] ![[assets/images/260717_1342__OpenAI__1525482545212512.jpg|1200]] ## 030. 2858215828545541 - 所属主题：[[topics/073|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418288821584) - 本地资源：[[assets/images/260717_1341__AI__2858215828545541.jpg|2858215828545541]] ![[assets/images/260717_1341__AI__2858215828545541.jpg|1200]] ## 031. 4848514858451528 - 所属主题：[[topics/074|#比亚迪电子]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418288822824) - 本地资源：[[assets/images/260717_1340__比亚迪电子__4848514858451528.jpg|4848514858451528]] ![[assets/images/260717_1340__比亚迪电子__4848514858451528.jpg|1200]] ## 032. 8858215828521252 - 所属主题：[[topics/075|#量化]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158288822482) - 本地资源：[[assets/images/260717_1340__量化__8858215828521252.jpg|8858215828521252]] ![[assets/images/260717_1340__量化__8858215828521252.jpg|1200]] ## 033. 2858215828522211 - 所属主题：[[topics/081|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158288184582) - 本地资源：[[assets/images/260717_1338__AI__2858215828522211.jpg|2858215828522211]] ![[assets/images/260717_1338__AI__2858215828522211.jpg|1200]] ## 034. 8858215828522542 - 所属主题：[[topics/086|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481511418451) - 本地资源：[[assets/images/260717_1337__存储__8858215828522542.jpg|8858215828522542]] ![[assets/images/260717_1337__存储__8858215828522542.jpg|1200]] ## 035. 2858215828528521 - 所属主题：[[topics/089|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481511415281) - 本地资源：[[assets/images/260717_1336__台积电__2858215828528521.jpg|2858215828528521]] ![[assets/images/260717_1336__台积电__2858215828528521.jpg|1200]] ## 036. 2858215828528581 - 所属主题：[[topics/091|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481511415821) - 本地资源：[[assets/images/260717_1336__中美关系__2858215828528581.jpg|2858215828528581]] ![[assets/images/260717_1336__中美关系__2858215828528581.jpg|1200]] ## 037. 5121582152881214 - 所属主题：[[topics/105|💬K3发布后，一些海外投资人的...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418288458514) - 本地资源：[[assets/images/260717_1332_💬K3发布后，一些海外投资人的__5121582152881214.jpg|5121582152881214]] ![[assets/images/260717_1332_💬K3发布后，一些海外投资人的__5121582152881214.jpg|1200]] ## 038. 2858215825115181 - 所属主题：[[topics/107|#Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158288148242) - 本地资源：[[assets/images/260717_1332__Kimi__2858215825115181.jpg|2858215825115181]] ![[assets/images/260717_1332__Kimi__2858215825115181.jpg|1200]] ## 039. 4848514854114188 - 所属主题：[[topics/109|#港股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281411252128) - 本地资源：[[assets/images/260717_1331__港股__4848514854114188.jpg|4848514854114188]] ![[assets/images/260717_1331__港股__4848514854114188.jpg|1200]] ## 040. 5121582152882454 - 所属主题：[[topics/111|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481511424482) - 本地资源：[[assets/images/260717_1331__Deepseek__5121582152882454.jpg|5121582152882454]] ![[assets/images/260717_1331__Deepseek__5121582152882454.jpg|1200]] ## 041. 5121582152848584 - 所属主题：[[topics/113|#新易盛]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418288454184) - 本地资源：[[assets/images/260717_1331__新易盛__5121582152848584.jpg|5121582152848584]] ![[assets/images/260717_1331__新易盛__5121582152848584.jpg|1200]] ## 042. 5121582118481424 - 所属主题：[[topics/115|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484115815841) - 本地资源：[[assets/images/260717_1112__小光__5121582118481424.jpg|5121582118481424]] ![[assets/images/260717_1112__小光__5121582118481424.jpg|1200]] ## 043. 4848514881218558 - 所属主题：[[topics/116|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484115841842) - 本地资源：[[assets/images/260717_1112__美国__4848514881218558.jpg|4848514881218558]] ![[assets/images/260717_1112__美国__4848514881218558.jpg|1200]] ## 044. 8858215881418812 - 所属主题：[[topics/117|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484115844121) - 本地资源：[[assets/images/260717_1112__中美关系__8858215881418812.jpg|8858215881418812]] ![[assets/images/260717_1112__中美关系__8858215881418812.jpg|1200]] ## 045. 1525482551245522 - 所属主题：[[topics/120|#VC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484115851151) - 本地资源：[[assets/images/260717_1111__VC__1525482551245522.jpg|1525482551245522]] ![[assets/images/260717_1111__VC__1525482551245522.jpg|1200]] ## 046. 5121582114252114 - 所属主题：[[topics/123|#美国 #大选 #中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151882524142) - 本地资源：[[assets/images/260717_1110__美国 _大选 _中美关系__5121582114252114.jpg|5121582114252114]] ![[assets/images/260717_1110__美国 _大选 _中美关系__5121582114252114.jpg|1200]] ## 047. 5121582114252414 - 所属主题：[[topics/123|#美国 #大选 #中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151882524142) - 本地资源：[[assets/images/260717_1110__美国 _大选 _中美关系__5121582114252414.jpg|5121582114252414]] ![[assets/images/260717_1110__美国 _大选 _中美关系__5121582114252414.jpg|1200]] ## 048. 1525482551222812 - 所属主题：[[topics/128|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484141145141) - 本地资源：[[assets/images/260717_1058__市场__1525482551222812.jpg|1525482551222812]] ![[assets/images/260717_1058__市场__1525482551222812.jpg|1200]] ## 049. 2858215884555241 - 所属主题：[[topics/131|Kimi 短评， 1/ 很牛逼，海外社区反馈也很好。把开源能力继续往前沿推，也把中美前沿模型差距继续缩小。 2/ 前端设计表现惊艳。 3/ 关于价格： toke]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151818812542) - 本地资源：[[assets/images/260717_1058_Kimi 短评， 1 很牛逼，海外社区反馈也很好。把开源能力继续往前沿推，也把中美前沿模型差距继续__2858215884555241.jpg|2858215884555241]] ![[assets/images/260717_1058_Kimi 短评， 1 很牛逼，海外社区反馈也很好。把开源能力继续往前沿推，也把中美前沿模型差距继续__2858215884555241.jpg|1200]] ## 050. 5121582114222524 - 所属主题：[[topics/133|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484141121521) - 本地资源：[[assets/images/260717_1058__AI__5121582114222524.jpg|5121582114222524]] ![[assets/images/260717_1058__AI__5121582114222524.jpg|1200]] ## 051. 1525482551222542 - 所属主题：[[topics/134|#Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484141124451) - 本地资源：[[assets/images/260717_1057__Kimi__1525482551222542.jpg|1525482551222542]] ![[assets/images/260717_1057__Kimi__1525482551222542.jpg|1200]] ## 052. 5121582114222244 - 所属主题：[[topics/136|#WAIC #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414848854144) - 本地资源：[[assets/images/260717_1057__WAIC _AI__5121582114222244.jpg|5121582114222244]] ![[assets/images/260717_1057__WAIC _AI__5121582114222244.jpg|1200]] ## 053. 5121582115454484 - 所属主题：[[topics/140|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414848144424) - 本地资源：[[assets/images/260717_1034__AI__5121582115454484.jpg|5121582115454484]] ![[assets/images/260717_1034__AI__5121582115454484.jpg|1200]] ## 054. 8858215882424252 - 所属主题：[[topics/142|我们从GPU产能卖家那里听说，客户已经开始从H100转向B200，但这种变化并未完全反映在12个月的远期租赁价格中。到2026年年中，H100指数上涨了约40%]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151818514252) - 本地资源：[[assets/images/260717_1033_我们从GPU产能卖家那里听说，客户已经开始从H100转向B200，但这种变化并未完全反映在12个月的__8858215882424252.jpg|8858215882424252]] ![[assets/images/260717_1033_我们从GPU产能卖家那里听说，客户已经开始从H100转向B200，但这种变化并未完全反映在12个月的__8858215882424252.jpg|1200]] ## 055. 8858215882248482 - 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本地资源：[[assets/images/260717_1010__特朗普__4848514885542828.jpg|4848514885542828]] ![[assets/images/260717_1010__特朗普__4848514885542828.jpg|1200]] ## 059. 8858215882252822 - 所属主题：[[topics/152|#小光 #杰恩股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484142528542) - 本地资源：[[assets/images/260717_1009__小光 _杰恩股份__8858215882252822.jpg|8858215882252822]] ![[assets/images/260717_1009__小光 _杰恩股份__8858215882252822.jpg|1200]] ## 060. placeholder1.png - 所属主题：[[topics/152|#小光 #杰恩股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484142528542) - 本地资源：[[assets/images/260717_1009__小光 _杰恩股份__placeholder1.png|placeholder1.png]] ![[assets/images/260717_1009__小光 _杰恩股份__placeholder1.png|1200]] ## 061. 2858215882828551 - 所属主题：[[topics/153|#东财 #科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414845222554) - 本地资源：[[assets/images/260717_1004__东财 _科技__2858215882828551.jpg|2858215882828551]] ![[assets/images/260717_1004__东财 _科技__2858215882828551.jpg|1200]] ## 062. 2858215888114241 - 所属主题：[[topics/168|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151815221152) - 本地资源：[[assets/images/260717_0934__红宝书__2858215888114241.jpg|2858215888114241]] ![[assets/images/260717_0934__红宝书__2858215888114241.jpg|1200]] ## 063. 1525482555885812 - 所属主题：[[topics/169|#电报解读 #Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151812888452) - 本地资源：[[assets/images/260717_0932__电报解读 _Kimi__1525482555885812.jpg|1525482555885812]] ![[assets/images/260717_0932__电报解读 _Kimi__1525482555885812.jpg|1200]] ## 064. 4848514888118218 - 所属主题：[[topics/170|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484145111512) - 本地资源：[[assets/images/260717_0932__九点特供__4848514888118218.jpg|4848514888118218]] ![[assets/images/260717_0932__九点特供__4848514888118218.jpg|1200]] ## 065. 2858215888118441 - 所属主题：[[topics/171|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414842884884) - 本地资源：[[assets/images/260717_0932__电报解读__2858215888118441.jpg|2858215888118441]] ![[assets/images/260717_0932__电报解读__2858215888118441.jpg|1200]] ## 066. 2858215888118481 - 所属主题：[[topics/172|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484145114412) - 本地资源：[[assets/images/260717_0932__研选__2858215888118481.jpg|2858215888118481]] ![[assets/images/260717_0932__研选__2858215888118481.jpg|1200]] ## 067. 2858215888118221 - 所属主题：[[topics/173|#芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484145112212) - 本地资源：[[assets/images/260717_0931__芯片__2858215888118221.jpg|2858215888118221]] ![[assets/images/260717_0931__芯片__2858215888118221.jpg|1200]] ## 068. 5121582111881524 - 所属主题：[[topics/174|#电影]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484145112842) - 本地资源：[[assets/images/260717_0931__电影__5121582111881524.jpg|5121582111881524]] ![[assets/images/260717_0931__电影__5121582111881524.jpg|1200]] ## 069. 5121582111881184 - 所属主题：[[topics/175|#猴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151812884222) - 本地资源：[[assets/images/260717_0931__猴__5121582111881184.jpg|5121582111881184]] ![[assets/images/260717_0931__猴__5121582111881184.jpg|1200]] ## 070. 8858215888141112 - 所属主题：[[topics/176|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484145142442) - 本地资源：[[assets/images/260717_0929__小光__8858215888141112.jpg|8858215888141112]] ![[assets/images/260717_0929__小光__8858215888141112.jpg|1200]] ## 071. 2858215888141281 - 所属主题：[[topics/177|【开源海外 | AI大模型】Kimi K3发布，前端及交互式3D或比肩Fable 5 7月16日，Kimi K3发布，预计采用全新架构的MoE架构，2-3T参数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151812812822) - 本地资源：[[assets/images/260717_0929_【开源海外 AI大模型】Kimi K3发布，前端及交互式3D或比肩Fable 5 7月16日，K__2858215888141281.jpg|2858215888141281]] ![[assets/images/260717_0929_【开源海外 AI大模型】Kimi K3发布，前端及交互式3D或比肩Fable 5 7月16日，K__2858215888141281.jpg|1200]] ## 072. 4848514888121818 - 所属主题：[[topics/178|#铠侠]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151812848512) - 本地资源：[[assets/images/260717_0929__铠侠__4848514888121818.jpg|4848514888121818]] ![[assets/images/260717_0929__铠侠__4848514888121818.jpg|1200]] ## 073. 2858215888141851 - 所属主题：[[topics/179|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151812841812) - 本地资源：[[assets/images/260717_0928__AI__2858215888141851.jpg|2858215888141851]] ![[assets/images/260717_0928__AI__2858215888141851.jpg|1200]] ## 074. 1525482555818242 - 所属主题：[[topics/180|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151812841482) - 本地资源：[[assets/images/260717_0928__ETF__1525482555818242.jpg|1525482555818242]] ![[assets/images/260717_0928__ETF__1525482555818242.jpg|1200]] ## 075. 2858215888144141 - 所属主题：[[topics/181|【天风汽车】摩托车出海（2）：被低估的成长性资产-0716 ———————————— 往27年看摩托车板块整体PE在10x出头，但利润增速接近30%，是被市场严]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282124155548) - 本地资源：[[assets/images/260717_0928_【天风汽车】摩托车出海（2）：被低估的成长性资产-0716 ———————————— 往27年看摩托__2858215888144141.jpg|2858215888144141]] ![[assets/images/260717_0928_【天风汽车】摩托车出海（2）：被低估的成长性资产-0716 ———————————— 往27年看摩托__2858215888144141.jpg|1200]] ## 076. 5121582111845484 - 所属主题：[[topics/182|#EDA]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484145128422) - 本地资源：[[assets/images/260717_0928__EDA__5121582111845484.jpg|5121582111845484]] ![[assets/images/260717_0928__EDA__5121582111845484.jpg|1200]] ## 077. 4848514888125118 - 所属主题：[[topics/182|#EDA]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484145128422) - 本地资源：[[assets/images/260717_0928__EDA__4848514888125118.jpg|4848514888125118]] ![[assets/images/260717_0928__EDA__4848514888125118.jpg|1200]] ## 078. 8858215888258442 - 所属主题：[[topics/250|#铠侠]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414855115514) - 本地资源：[[assets/images/260717_0848__铠侠__8858215888258442.jpg|8858215888258442]] ![[assets/images/260717_0848__铠侠__8858215888258442.jpg|1200]] ## 079. 5121582111521424 - 所属主题：[[topics/251|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484122882512) - 本地资源：[[assets/images/260717_0848__监管__5121582111521424.jpg|5121582111521424]] ![[assets/images/260717_0848__监管__5121582111521424.jpg|1200]] ## 080. 5121582111521554 - 所属主题：[[topics/253|#NPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282155884258) - 本地资源：[[assets/images/260717_0848__NPU__5121582111521554.jpg|5121582111521554]] ![[assets/images/260717_0848__NPU__5121582111521554.jpg|1200]] ## 081. 8858215888545542 - 所属主题：[[topics/296|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282158442248) - 本地资源：[[assets/images/260717_0814__全知道__8858215888545542.jpg|8858215888545542]] ![[assets/images/260717_0814__全知道__8858215888545542.jpg|1200]] ## 082. 1525482555248812 - 所属主题：[[topics/299|#Kimi #黑毛]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484128554521) - 本地资源：[[assets/images/260717_0813__Kimi _黑毛__1525482555248812.jpg|1525482555248812]] ![[assets/images/260717_0813__Kimi _黑毛__1525482555248812.jpg|1200]] ## 083. 2858215888545551 - 所属主题：[[topics/299|#Kimi #黑毛]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484128554521) - 本地资源：[[assets/images/260717_0813__Kimi _黑毛__2858215888545551.jpg|2858215888545551]] ![[assets/images/260717_0813__Kimi _黑毛__2858215888545551.jpg|1200]] ## 084. 2858215888524211 - 所属主题：[[topics/303|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484128558252) - 本地资源：[[assets/images/260717_0813__SpaceX__2858215888524211.jpg|2858215888524211]] ![[assets/images/260717_0813__SpaceX__2858215888524211.jpg|1200]] ## 085. 1525482555248122 - 所属主题：[[topics/303|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484128558252) - 本地资源：[[assets/images/260717_0813__SpaceX__1525482555248122.jpg|1525482555248122]] ![[assets/images/260717_0813__SpaceX__1525482555248122.jpg|1200]] ## 086. 8858215888524812 - 所属主题：[[topics/305|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282158448448) - 本地资源：[[assets/images/260717_0812__监管__8858215888524812.jpg|8858215888524812]] ![[assets/images/260717_0812__监管__8858215888524812.jpg|1200]] ## 087. 8858215888524842 - 所属主题：[[topics/307|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151842888812) - 本地资源：[[assets/images/260717_0812__市场__8858215888524842.jpg|8858215888524842]] ![[assets/images/260717_0812__市场__8858215888524842.jpg|1200]] ## 088. 1525482555241212 - 所属主题：[[topics/309|#奈飞]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255484125111242) - 本地资源：[[assets/images/260717_0812__奈飞__1525482555241212.jpg|1525482555241212]] ![[assets/images/260717_0812__奈飞__1525482555241212.jpg|1200]] ## 089. 4848514888455118 - 所属主题：[[topics/312|#Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522414852884884) - 本地资源：[[assets/images/260717_0812__Kimi__4848514888455118.jpg|4848514888455118]] ![[assets/images/260717_0812__Kimi__4848514888455118.jpg|1200]] ## 090. 5121582112888284 - 所属主题：[[topics/321|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484125141411) - 本地资源：[[assets/images/260717_0810__光模块__5121582112888284.jpg|5121582112888284]] ![[assets/images/260717_0810__光模块__5121582112888284.jpg|1200]] ## 091. 5121582111255524 - 所属主题：[[topics/321|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484125141411) - 本地资源：[[assets/images/260717_0810__光模块__5121582111255524.jpg|5121582111255524]] ![[assets/images/260717_0810__光模块__5121582111255524.jpg|1200]] ## 092. 1525482555244442 - 所属主题：[[topics/321|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484125141411) - 本地资源：[[assets/images/260717_0810__光模块__1525482555244442.jpg|1525482555244442]] ![[assets/images/260717_0810__光模块__1525482555244442.jpg|1200]] ## 093. 8858215885114442 - 所属主题：[[topics/328|#东北 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151842815482) - 本地资源：[[assets/images/260717_0809__东北 _存储__8858215885114442.jpg|8858215885114442]] ![[assets/images/260717_0809__东北 _存储__8858215885114442.jpg|1200]] ## 094. 8858215885112882 - 所属主题：[[topics/334|【兴证策略】中报业绩预告有哪些超预期线索？ 以个股发布业绩预告次日股价跳空高开幅度，作为业绩超预期程度的衡量指标。 个股层面值得关注的超预期线索： AI：1）【]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544282154151558) - 本地资源：[[assets/images/260717_0807_【兴证策略】中报业绩预告有哪些超预期线索？ 以个股发布业绩预告次日股价跳空高开幅度，作为业绩超预期程__8858215885112882.jpg|8858215885112882]] ![[assets/images/260717_0807_【兴证策略】中报业绩预告有哪些超预期线索？ 以个股发布业绩预告次日股价跳空高开幅度，作为业绩超预期程__8858215885112882.jpg|1200]] ## 095. 1525482552885522 - 所属主题：[[topics/347|华泰 #银行 #可转债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484125412121) - 本地资源：[[assets/images/260717_0804_华泰 _银行 _可转债__1525482552885522.jpg|1525482552885522]] ![[assets/images/260717_0804_华泰 _银行 _可转债__1525482552885522.jpg|1200]] ## 096. 4848514884118418 - 所属主题：[[topics/350|碳酸锂周度更新（7.9-7.16）：本周继续去库，锂价短期波动 价格：本周碳酸锂现货、精矿价格下跌。SMM电池级15.1万元/吨，周环比-7.9%，锂辉石精矿（]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484125412281) - 本地资源：[[assets/images/260717_0804_碳酸锂周度更新（7.9-7.16）：本周继续去库，锂价短期波动 价格：本周碳酸锂现货、精矿价格下跌。__4848514884118418.jpg|4848514884118418]] ![[assets/images/260717_0804_碳酸锂周度更新（7.9-7.16）：本周继续去库，锂价短期波动 价格：本周碳酸锂现货、精矿价格下跌。__4848514884118418.jpg|1200]] ## 097. 8858215885118522 - 所属主题：[[topics/352|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422151842184552) - 本地资源：[[assets/images/260717_0804__SpaceX__8858215885118522.jpg|8858215885118522]] ![[assets/images/260717_0804__SpaceX__8858215885118522.jpg|1200]] ## 098. 4848514884114458 - 所属主题：[[topics/354|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255484125418511) - 本地资源：[[assets/images/260717_0804__彭博新闻 _市场__4848514884114458.jpg|4848514884114458]] ![[assets/images/260717_0804__彭博新闻 _市场__4848514884114458.jpg|1200]]