---
date: 2026-07-19
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-07-19 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. 2858215428141221

- 所属主题：[[topics/057|#电报解读 #Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481442858142)
- 本地资源：[[assets/images/260719_2214__电报解读 _Kimi__2858215428141221.jpg|2858215428141221]]

![[assets/images/260719_2214__电报解读 _Kimi__2858215428141221.jpg|1200]]

## 002. 2858215428141851

- 所属主题：[[topics/058|#华泰 #液冷]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281225848548)
- 本地资源：[[assets/images/260719_2213__华泰 _液冷__2858215428141851.jpg|2858215428141851]]

![[assets/images/260719_2213__华泰 _液冷__2858215428141851.jpg|1200]]

## 003. 5121582451845584

- 所属主题：[[topics/059|[太阳]【华泰地产】二手房重点数据周度跟踪-W29 [玫瑰]二手房边际挂牌价：本周84城冰山指数月环比-0.47%（上周-0.51%），一线、二线、三线城市月环]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418445288124)
- 本地资源：[[assets/images/260719_2212__太阳_【华泰地产】二手房重点数据周度跟踪-W29 _玫瑰_二手房边际挂牌价：本周84城冰山指数月环__5121582451845584.jpg|5121582451845584]]

![[assets/images/260719_2212__太阳_【华泰地产】二手房重点数据周度跟踪-W29 _玫瑰_二手房边际挂牌价：本周84城冰山指数月环__5121582451845584.jpg|1200]]

## 004. 2858215428551121

- 所属主题：[[topics/088|#电报解读 #光互联]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418442115844)
- 本地资源：[[assets/images/260719_2044__电报解读 _光互联__2858215428551121.jpg|2858215428551121]]

![[assets/images/260719_2044__电报解读 _光互联__2858215428551121.jpg|1200]]

## 005. 1525482145228142

- 所属主题：[[topics/089|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481445882452)
- 本地资源：[[assets/images/260719_2044__龙虎榜__1525482145228142.jpg|1525482145228142]]

![[assets/images/260719_2044__龙虎榜__1525482145228142.jpg|1200]]

## 006. 1525482145228182

- 所属主题：[[topics/089|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481445882452)
- 本地资源：[[assets/images/260719_2044__龙虎榜__1525482145228182.jpg|1525482145228182]]

![[assets/images/260719_2044__龙虎榜__1525482145228182.jpg|1200]]

## 007. 5121582451228424

- 所属主题：[[topics/090|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418442115154)
- 本地资源：[[assets/images/260719_2044__早知道__5121582451228424.jpg|5121582451228424]]

![[assets/images/260719_2044__早知道__5121582451228424.jpg|1200]]

## 008. 4848514258442888

- 所属主题：[[topics/091|#基金]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158112552852)
- 本地资源：[[assets/images/260719_2042__基金__4848514258442888.jpg|4848514258442888]]

![[assets/images/260719_2042__基金__4848514258442888.jpg|1200]]

## 009. 1525482145221582

- 所属主题：[[topics/091|#基金]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158112552852)
- 本地资源：[[assets/images/260719_2042__基金__1525482145221582.jpg|1525482145221582]]

![[assets/images/260719_2042__基金__1525482145221582.jpg|1200]]

## 010. 4848514258442818

- 所属主题：[[topics/091|#基金]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158112552852)
- 本地资源：[[assets/images/260719_2042__基金__4848514258442818.jpg|4848514258442818]]

![[assets/images/260719_2042__基金__4848514258442818.jpg|1200]]

## 011. 4848514258442428

- 所属主题：[[topics/092|#指数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481445885822)
- 本地资源：[[assets/images/260719_2041__指数__4848514258442428.jpg|4848514258442428]]

![[assets/images/260719_2041__指数__4848514258442428.jpg|1200]]

## 012. 2858215425111551

- 所属主题：[[topics/093|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418554145424)
- 本地资源：[[assets/images/260719_2034__Deepseek__2858215425111551.jpg|2858215425111551]]

![[assets/images/260719_2034__Deepseek__2858215425111551.jpg|1200]]

## 013. 4848514254111448

- 所属主题：[[topics/094|#钼]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281552825588)
- 本地资源：[[assets/images/260719_2034__钼__4848514254111448.jpg|4848514254111448]]

![[assets/images/260719_2034__钼__4848514254111448.jpg|1200]]

## 014. 1525482142881142

- 所属主题：[[topics/095|#黑毛 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281552828458)
- 本地资源：[[assets/images/260719_2033__黑毛 _存储__1525482142881142.jpg|1525482142881142]]

![[assets/images/260719_2033__黑毛 _存储__1525482142881142.jpg|1200]]

## 015. 5121582452884814

- 所属主题：[[topics/095|#黑毛 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281552828458)
- 本地资源：[[assets/images/260719_2033__黑毛 _存储__5121582452884814.jpg|5121582452884814]]

![[assets/images/260719_2033__黑毛 _存储__5121582452884814.jpg|1200]]

## 016. 8858215425114452

- 所属主题：[[topics/096|#机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158441512822)
- 本地资源：[[assets/images/260719_2032__机器人__8858215425114452.jpg|8858215425114452]]

![[assets/images/260719_2032__机器人__8858215425114452.jpg|1200]]

## 017. 5121582452881514

- 所属主题：[[topics/097|#上海 #太空算力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281552854828)
- 本地资源：[[assets/images/260719_2029__上海 _太空算力__5121582452881514.jpg|5121582452881514]]

![[assets/images/260719_2029__上海 _太空算力__5121582452881514.jpg|1200]]

## 018. 5121582452881124

- 所属主题：[[topics/098|#Kimi #大模型]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281552854488)
- 本地资源：[[assets/images/260719_2029__Kimi _大模型__5121582452881124.jpg|5121582452881124]]

![[assets/images/260719_2029__Kimi _大模型__5121582452881124.jpg|1200]]

## 019. 1525482142882542

- 所属主题：[[topics/099|单日申购760亿，历史第三，两日申购1100亿，七月以来申购3200亿。上一次这么干是去年4月7日和4月8日。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158441558152)
- 本地资源：[[assets/images/260719_2028_单日申购760亿，历史第三，两日申购1100亿，七月以来申购3200亿。上一次这么干是去年4月7日和__1525482142882542.jpg|1525482142882542]]

![[assets/images/260719_2028_单日申购760亿，历史第三，两日申购1100亿，七月以来申购3200亿。上一次这么干是去年4月7日和__1525482142882542.jpg|1200]]

## 020. 4848514254114858

- 所属主题：[[topics/099|单日申购760亿，历史第三，两日申购1100亿，七月以来申购3200亿。上一次这么干是去年4月7日和4月8日。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158441558152)
- 本地资源：[[assets/images/260719_2028_单日申购760亿，历史第三，两日申购1100亿，七月以来申购3200亿。上一次这么干是去年4月7日和__4848514254114858.jpg|4848514254114858]]

![[assets/images/260719_2028_单日申购760亿，历史第三，两日申购1100亿，七月以来申购3200亿。上一次这么干是去年4月7日和__4848514254114858.jpg|1200]]

## 021. 4848514254114458

- 所属主题：[[topics/100|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481224881821)
- 本地资源：[[assets/images/260719_2028__长鑫科技__4848514254114458.jpg|4848514254114458]]

![[assets/images/260719_2028__长鑫科技__4848514254114458.jpg|1200]]

## 022. 5121582452882224

- 所属主题：[[topics/101|#韩国 #存储 #中信证券]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418554114114)
- 本地资源：[[assets/images/260719_2027__韩国 _存储 _中信证券__5121582452882224.jpg|5121582452882224]]

![[assets/images/260719_2027__韩国 _存储 _中信证券__5121582452882224.jpg|1200]]

## 023. 5121582452844114

- 所属主题：[[topics/102|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481224542551)
- 本地资源：[[assets/images/260719_2024__市场__5121582452844114.jpg|5121582452844114]]

![[assets/images/260719_2024__市场__5121582452844114.jpg|1200]]

## 024. 8858215425144822

- 所属主题：[[topics/102|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481224542551)
- 本地资源：[[assets/images/260719_2024__市场__8858215425144822.jpg|8858215425144822]]

![[assets/images/260719_2024__市场__8858215425144822.jpg|1200]]

## 025. 8858215425148882

- 所属主题：[[topics/103|#仙鹤股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481224522222)
- 本地资源：[[assets/images/260719_2020__仙鹤股份__8858215425148882.jpg|8858215425148882]]

![[assets/images/260719_2020__仙鹤股份__8858215425148882.jpg|1200]]

## 026. 8858215425145182

- 所属主题：[[topics/104|#国盛 #天孚通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481224525282)
- 本地资源：[[assets/images/260719_2019__国盛 _天孚通信__8858215425145182.jpg|8858215425145182]]

![[assets/images/260719_2019__国盛 _天孚通信__8858215425145182.jpg|1200]]

## 027. 5121582452842124

- 所属主题：[[topics/105|#黑毛 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481224525511)
- 本地资源：[[assets/images/260719_2019__黑毛 _存储__5121582452842124.jpg|5121582452842124]]

![[assets/images/260719_2019__黑毛 _存储__5121582452842124.jpg|1200]]

## 028. 4848514254124488

- 所属主题：[[topics/111|#胜宏科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281552485288)
- 本地资源：[[assets/images/260719_2016__胜宏科技__4848514254124488.jpg|4848514254124488]]

![[assets/images/260719_2016__胜宏科技__4848514254124488.jpg|1200]]

## 029. 4848514254124458

- 所属主题：[[topics/111|#胜宏科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544281552485288)
- 本地资源：[[assets/images/260719_2016__胜宏科技__4848514254124458.jpg|4848514254124458]]

![[assets/images/260719_2016__胜宏科技__4848514254124458.jpg|1200]]

## 030. 1525482142841842

- 所属主题：[[topics/113|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158441255442)
- 本地资源：[[assets/images/260719_2015__Anthropic__1525482142841842.jpg|1525482142841842]]

![[assets/images/260719_2015__Anthropic__1525482142841842.jpg|1200]]

## 031. 5121582452858214

- 所属主题：[[topics/113|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158441255442)
- 本地资源：[[assets/images/260719_2015__Anthropic__5121582452858214.jpg|5121582452858214]]

![[assets/images/260719_2015__Anthropic__5121582452858214.jpg|1200]]

## 032. 2858215425124441

- 所属主题：[[topics/116|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418554212884)
- 本地资源：[[assets/images/260719_2015__Deepseek__2858215425124441.jpg|2858215425124441]]

![[assets/images/260719_2015__Deepseek__2858215425124441.jpg|1200]]

## 033. 1525482142841452

- 所属主题：[[topics/120|#Anthropic #Kim...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481224585211)
- 本地资源：[[assets/images/260719_2014__Anthropic _Kim__1525482142841452.jpg|1525482142841452]]

![[assets/images/260719_2014__Anthropic _Kim__1525482142841452.jpg|1200]]

## 034. 4848514254152888

- 所属主题：[[topics/124|#曦智科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255481224551251)
- 本地资源：[[assets/images/260719_2013__曦智科技__4848514254152888.jpg|4848514254152888]]

![[assets/images/260719_2013__曦智科技__4848514254152888.jpg|1200]]

## 035. 2858215425128421

- 所属主题：[[topics/137|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255481224555842)
- 本地资源：[[assets/images/260719_2011__市场__2858215425128421.jpg|2858215425128421]]

![[assets/images/260719_2011__市场__2858215425128421.jpg|1200]]

## 036. 5121582452851254

- 所属主题：[[topics/143|#Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158444881512)
- 本地资源：[[assets/images/260719_2010__Kimi__5121582452851254.jpg|5121582452851254]]

![[assets/images/260719_2010__Kimi__5121582452851254.jpg|1200]]

## 037. 8858215425128842

- 所属主题：[[topics/143|#Kimi]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158444881512)
- 本地资源：[[assets/images/260719_2010__Kimi__8858215425128842.jpg|8858215425128842]]

![[assets/images/260719_2010__Kimi__8858215425128842.jpg|1200]]

## 038. 8858215425412242

- 所属主题：[[topics/153|#芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522418555814144)
- 本地资源：[[assets/images/260719_2007__芯片__8858215425412242.jpg|8858215425412242]]

![[assets/images/260719_2007__芯片__8858215425412242.jpg|1200]]

## 039. 8858215425412822

- 所属主题：[[topics/155|#韩国 #外汇]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158444851522)
- 本地资源：[[assets/images/260719_2007__韩国 _外汇__8858215425412822.jpg|8858215425412822]]

![[assets/images/260719_2007__韩国 _外汇__8858215425412822.jpg|1200]]

## 040. 1525482142184552

- 所属主题：[[topics/158|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422158444855852)
- 本地资源：[[assets/images/260719_2007__市场__1525482142184552.jpg|1525482142184552]]

![[assets/images/260719_2007__市场__1525482142184552.jpg|1200]]