---
date: 2026-07-18
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-07-18 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. 5121582422225114

- 所属主题：[[topics/001|#Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158585418452)
- 本地资源：[[assets/images/260718_2058__Kimi__5121582422225114.jpg|5121582422225114]]

![[assets/images/260718_2058__Kimi__5121582422225114.jpg|1200]]

## 002. 2858215455552881

- 所属主题：[[topics/001|#Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158585418452)
- 本地资源：[[assets/images/260718_2058__Kimi__2858215455552881.jpg|2858215455552881]]

![[assets/images/260718_2058__Kimi__2858215455552881.jpg|1200]]

## 003. 8858215455552522

- 所属主题：[[topics/002|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818521418)
- 本地资源：[[assets/images/260718_2057__AI__8858215455552522.jpg|8858215455552522]]

![[assets/images/260718_2057__AI__8858215455552522.jpg|1200]]

## 004. 8858215455558112

- 所属主题：[[topics/003|#德明利]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181544844)
- 本地资源：[[assets/images/260718_2057__德明利__8858215455558112.jpg|8858215455558112]]

![[assets/images/260718_2057__德明利__8858215455558112.jpg|1200]]

## 005. 2858215455558151

- 所属主题：[[topics/004|#美国 #大选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818244122)
- 本地资源：[[assets/images/260718_2056__美国 _大选__2858215455558151.jpg|2858215455558151]]

![[assets/images/260718_2056__美国 _大选__2858215455558151.jpg|1200]]

## 006. 2858215455558181

- 所属主题：[[topics/004|#美国 #大选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818244122)
- 本地资源：[[assets/images/260718_2056__美国 _大选__2858215455558181.jpg|2858215455558181]]

![[assets/images/260718_2056__美国 _大选__2858215455558181.jpg|1200]]

## 007. 8858215455558542

- 所属主题：[[topics/005|#美加关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158585415152)
- 本地资源：[[assets/images/260718_2053__美加关系__8858215455558542.jpg|8858215455558542]]

![[assets/images/260718_2053__美加关系__8858215455558542.jpg|1200]]

## 008. 4848514244448458

- 所属主题：[[topics/006|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818528248)
- 本地资源：[[assets/images/260718_2053__美国__4848514244448458.jpg|4848514244448458]]

![[assets/images/260718_2053__美国__4848514244448458.jpg|1200]]

## 009. 5121582422222124

- 所属主题：[[topics/007|#美国 #CPI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818248812)
- 本地资源：[[assets/images/260718_2052__美国 _CPI__5121582422222124.jpg|5121582422222124]]

![[assets/images/260718_2052__美国 _CPI__5121582422222124.jpg|1200]]

## 010. 4848514244444418

- 所属主题：[[topics/008|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818524818)
- 本地资源：[[assets/images/260718_2052__SpaceX__4848514244444418.jpg|4848514244444418]]

![[assets/images/260718_2052__SpaceX__4848514244444418.jpg|1200]]

## 011. 8858215455555522

- 所属主题：[[topics/009|#美股 #IDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818245821)
- 本地资源：[[assets/images/260718_2051__美股 _IDC__8858215455555522.jpg|8858215455555522]]

![[assets/images/260718_2051__美股 _IDC__8858215455555522.jpg|1200]]

## 012. 5121582422222214

- 所属主题：[[topics/010|#伊朗 #原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818245521)
- 本地资源：[[assets/images/260718_2051__伊朗 _原油__5121582422222214.jpg|5121582422222214]]

![[assets/images/260718_2051__伊朗 _原油__5121582422222214.jpg|1200]]

## 013. 5121582588888844

- 所属主题：[[topics/011|#Satellite #手机直...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181542214)
- 本地资源：[[assets/images/260718_2051__Satellite _手机直__5121582588888844.jpg|5121582588888844]]

![[assets/images/260718_2051__Satellite _手机直__5121582588888844.jpg|1200]]

## 014. 2858215211111881

- 所属主题：[[topics/012|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818221842)
- 本地资源：[[assets/images/260718_2048__伊朗__2858215211111881.jpg|2858215211111881]]

![[assets/images/260718_2048__伊朗__2858215211111881.jpg|1200]]

## 015. 4848514511111848

- 所属主题：[[topics/013|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818221821)
- 本地资源：[[assets/images/260718_2048__市场__4848514511111848.jpg|4848514511111848]]

![[assets/images/260718_2048__市场__4848514511111848.jpg|1200]]

## 016. 2858215211111541

- 所属主题：[[topics/014|#氧化铝 #散热]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181554154)
- 本地资源：[[assets/images/260718_2048__氧化铝 _散热__2858215211111541.jpg|2858215211111541]]

![[assets/images/260718_2048__氧化铝 _散热__2858215211111541.jpg|1200]]

## 017. 1525482488881282

- 所属主题：[[topics/015|#摩根大通 #兆易创新]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818224582)
- 本地资源：[[assets/images/260718_2047__摩根大通 _兆易创新__1525482488881282.jpg|1525482488881282]]

![[assets/images/260718_2047__摩根大通 _兆易创新__1525482488881282.jpg|1200]]

## 018. 4848514511112488

- 所属主题：[[topics/016|#Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818222181)
- 本地资源：[[assets/images/260718_2046__Kimi__4848514511112488.jpg|4848514511112488]]

![[assets/images/260718_2046__Kimi__4848514511112488.jpg|1200]]

## 019. 1525482488881252

- 所属主题：[[topics/017|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818222412)
- 本地资源：[[assets/images/260718_2046__市场__1525482488881252.jpg|1525482488881252]]

![[assets/images/260718_2046__市场__1525482488881252.jpg|1200]]

## 020. 8858215211114582

- 所属主题：[[topics/017|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818222412)
- 本地资源：[[assets/images/260718_2046__市场__8858215211114582.jpg|8858215211114582]]

![[assets/images/260718_2046__市场__8858215211114582.jpg|1200]]

## 021. 5121582588885484

- 所属主题：[[topics/018|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818222441)
- 本地资源：[[assets/images/260718_2046__美股__5121582588885484.jpg|5121582588885484]]

![[assets/images/260718_2046__美股__5121582588885484.jpg|1200]]

## 022. 1525482488884182

- 所属主题：[[topics/019|#Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181555544)
- 本地资源：[[assets/images/260718_2045__Kimi__1525482488884182.jpg|1525482488884182]]

![[assets/images/260718_2045__Kimi__1525482488884182.jpg|1200]]

## 023. 8858215211112442

- 所属主题：[[topics/020|#壁仞科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818555558)
- 本地资源：[[assets/images/260718_2045__壁仞科技__8858215211112442.jpg|8858215211112442]]

![[assets/images/260718_2045__壁仞科技__8858215211112442.jpg|1200]]

## 024. 8858215211112452

- 所属主题：[[topics/022|#电力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818222541)
- 本地资源：[[assets/images/260718_2044__电力__8858215211112452.jpg|8858215211112452]]

![[assets/images/260718_2044__电力__8858215211112452.jpg|1200]]

## 025. 4848514511115558

- 所属主题：[[topics/026|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818558458)
- 本地资源：[[assets/images/260718_2044__OpenAI__4848514511115558.jpg|4848514511115558]]

![[assets/images/260718_2044__OpenAI__4848514511115558.jpg|1200]]

## 026. 2858215211112841

- 所属主题：[[topics/027|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181552814)
- 本地资源：[[assets/images/260718_2043__市场__2858215211112841.jpg|2858215211112841]]

![[assets/images/260718_2043__市场__2858215211112841.jpg|1200]]

## 027. 4848514511115888

- 所属主题：[[topics/029|#中创新航]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818554258)
- 本地资源：[[assets/images/260718_2043__中创新航__4848514511115888.jpg|4848514511115888]]

![[assets/images/260718_2043__中创新航__4848514511115888.jpg|1200]]

## 028. 8858215211112542

- 所属主题：[[topics/032|#EDA #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818225282)
- 本地资源：[[assets/images/260718_2043__EDA _存储__8858215211112542.jpg|8858215211112542]]

![[assets/images/260718_2043__EDA _存储__8858215211112542.jpg|1200]]

## 029. 1525482488882442

- 所属主题：[[topics/034|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818284411)
- 本地资源：[[assets/images/260718_2041__存储__1525482488882442.jpg|1525482488882442]]

![[assets/images/260718_2041__存储__1525482488882442.jpg|1200]]

## 030. 1525482488882512

- 所属主题：[[topics/037|今日2点有资金抄底，但融资盘涌出再度压制低点收盘。按估算今天融资下降幅度将是两年之最。 上证跌破年线后加速下跌，扣除科技和红利（护盘），其他构成主要产业的板块头]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181514544)
- 本地资源：[[assets/images/260718_2040_今日2点有资金抄底，但融资盘涌出再度压制低点收盘。按估算今天融资下降幅度将是两年之最。 上证跌破年线__1525482488882512.jpg|1525482488882512]]

![[assets/images/260718_2040_今日2点有资金抄底，但融资盘涌出再度压制低点收盘。按估算今天融资下降幅度将是两年之最。 上证跌破年线__1525482488882512.jpg|1200]]

## 031. 1525482488882212

- 所属主题：[[topics/040|#OpenAI #Anthro...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158585451282)
- 本地资源：[[assets/images/260718_2040__OpenAI _Anthro__1525482488882212.jpg|1525482488882212]]

![[assets/images/260718_2040__OpenAI _Anthro__1525482488882212.jpg|1200]]

## 032. 2858215211141581

- 所属主题：[[topics/043|#超节点 #华为]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158585518182)
- 本地资源：[[assets/images/260718_2039__超节点 _华为__2858215211141581.jpg|2858215211141581]]

![[assets/images/260718_2039__超节点 _华为__2858215211141581.jpg|1200]]

## 033. 8858215211141142

- 所属主题：[[topics/043|#超节点 #华为]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158585518182)
- 本地资源：[[assets/images/260718_2039__超节点 _华为__8858215211141142.jpg|8858215211141142]]

![[assets/images/260718_2039__超节点 _华为__8858215211141142.jpg|1200]]

## 034. 1525482488818252

- 所属主题：[[topics/045|#招商 #ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181148454)
- 本地资源：[[assets/images/260718_2039__招商 _ETF__1525482488818252.jpg|1525482488818252]]

![[assets/images/260718_2039__招商 _ETF__1525482488818252.jpg|1200]]

## 035. 2858215211144151

- 所属主题：[[topics/047|#东财 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818841212)
- 本地资源：[[assets/images/260718_2039__东财 _韩股__2858215211144151.jpg|2858215211144151]]

![[assets/images/260718_2039__东财 _韩股__2858215211144151.jpg|1200]]

## 036. 2858215211144411

- 所属主题：[[topics/050|#东财 #情绪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818841812)
- 本地资源：[[assets/images/260718_2039__东财 _情绪__2858215211144411.jpg|2858215211144411]]

![[assets/images/260718_2039__东财 _情绪__2858215211144411.jpg|1200]]

## 037. 2858215211144421

- 所属主题：[[topics/052|#国联 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818821888)
- 本地资源：[[assets/images/260718_2038__国联 _策略__2858215211144421.jpg|2858215211144421]]

![[assets/images/260718_2038__国联 _策略__2858215211144421.jpg|1200]]

## 038. 5121582588844454

- 所属主题：[[topics/054|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818841512)
- 本地资源：[[assets/images/260718_2038__苹果__5121582588844454.jpg|5121582588844454]]

![[assets/images/260718_2038__苹果__5121582588844454.jpg|1200]]

## 039. 4848514511122258

- 所属主题：[[topics/056|#美国 #大选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818821458)
- 本地资源：[[assets/images/260718_2038__美国 _大选__4848514511122258.jpg|4848514511122258]]

![[assets/images/260718_2038__美国 _大选__4848514511122258.jpg|1200]]

## 040. 5121582588844414

- 所属主题：[[topics/058|#IDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181144844)
- 本地资源：[[assets/images/260718_2038__IDC__5121582588844414.jpg|5121582588844414]]

![[assets/images/260718_2038__IDC__5121582588844414.jpg|1200]]

## 041. 2858215211144241

- 所属主题：[[topics/061|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158585511142)
- 本地资源：[[assets/images/260718_2037__市场__2858215211144241.jpg|2858215211144241]]

![[assets/images/260718_2037__市场__2858215211144241.jpg|1200]]

## 042. 4848514511122548

- 所属主题：[[topics/063|#AI #Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818825288)
- 本地资源：[[assets/images/260718_2037__AI _Kimi__4848514511122548.jpg|4848514511122548]]

![[assets/images/260718_2037__AI _Kimi__4848514511122548.jpg|1200]]

## 043. 4848514511122528

- 所属主题：[[topics/063|#AI #Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818825288)
- 本地资源：[[assets/images/260718_2037__AI _Kimi__4848514511122528.jpg|4848514511122528]]

![[assets/images/260718_2037__AI _Kimi__4848514511122528.jpg|1200]]

## 044. 1525482488811152

- 所属主题：[[topics/063|#AI #Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818825288)
- 本地资源：[[assets/images/260718_2037__AI _Kimi__1525482488811152.jpg|1525482488811152]]

![[assets/images/260718_2037__AI _Kimi__1525482488811152.jpg|1200]]

## 045. 8858215211144882

- 所属主题：[[topics/066|#白毛 #Innolight]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818842811)
- 本地资源：[[assets/images/260718_2036__白毛 _Innolight__8858215211144882.jpg|8858215211144882]]

![[assets/images/260718_2036__白毛 _Innolight__8858215211144882.jpg|1200]]

## 046. 8858215211144512

- 所属主题：[[topics/068|#白毛 #Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481818842541)
- 本地资源：[[assets/images/260718_2036__白毛 _Meta__8858215211144512.jpg|8858215211144512]]

![[assets/images/260718_2036__白毛 _Meta__8858215211144512.jpg|1200]]

## 047. 8858215211144582

- 所属主题：[[topics/070|#甲骨文]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158585514252)
- 本地资源：[[assets/images/260718_2036__甲骨文__8858215211144582.jpg|8858215211144582]]

![[assets/images/260718_2036__甲骨文__8858215211144582.jpg|1200]]

## 048. 1525482488811252

- 所属主题：[[topics/072|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818825448)
- 本地资源：[[assets/images/260718_2036__台积电__1525482488811252.jpg|1525482488811252]]

![[assets/images/260718_2036__台积电__1525482488811252.jpg|1200]]

## 049. 2858215455552851

- 所属主题：[[topics/072|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281818825448)
- 本地资源：[[assets/images/260718_2036__台积电__2858215455552851.jpg|2858215455552851]]

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## 050. 5121582588845844

- 所属主题：[[topics/074|#Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818848152)
- 本地资源：[[assets/images/260718_2035__Kimi__5121582588845844.jpg|5121582588845844]]

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## 051. 5121582588844224

- 所属主题：[[topics/074|#Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481818848152)
- 本地资源：[[assets/images/260718_2035__Kimi__5121582588844224.jpg|5121582588844224]]

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## 052. 2858215211142181

- 所属主题：[[topics/076|#Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181141414)
- 本地资源：[[assets/images/260718_2035__Meta__2858215211142181.jpg|2858215211142181]]

![[assets/images/260718_2035__Meta__2858215211142181.jpg|1200]]

## 053. 2858215211142551

- 所属主题：[[topics/078|#甲骨文]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418181142484)
- 本地资源：[[assets/images/260718_2035__甲骨文__2858215211142551.jpg|2858215211142551]]

![[assets/images/260718_2035__甲骨文__2858215211142551.jpg|1200]]