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所属主题：[[topics/020|#电报解读 #Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448818841241) - 本地资源：[[assets/images/260728_2254__电报解读 _Kimi__8858455248281152.jpg|8858455248281152]] ![[assets/images/260728_2254__电报解读 _Kimi__8858455248281152.jpg|1200]] ## 005. 2858455248281481 - 所属主题：[[topics/021|#机构调研 #温氏股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448818841821) - 本地资源：[[assets/images/260728_2254__机构调研 _温氏股份__2858455248281481.jpg|2858455248281481]] ![[assets/images/260728_2254__机构调研 _温氏股份__2858455248281481.jpg|1200]] ## 006. 4848244528581888 - 所属主题：[[topics/022|【寒武纪：拟推500万谷限制性谷票激励计划 业绩考核目标为2026-2028年累计营收不低于1000亿元等】寒武纪公告称，公司发布2026年限制性谷票激励计划(]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115585514812) - 本地资源：[[assets/images/260728_2254_【寒武纪：拟推500万谷限制性谷票激励计划 业绩考核目标为2026-2028年累计营收不低于1000__4848244528581888.jpg|4848244528581888]] ![[assets/images/260728_2254_【寒武纪：拟推500万谷限制性谷票激励计划 业绩考核目标为2026-2028年累计营收不低于1000__4848244528581888.jpg|1200]] ## 007. 1525122415454522 - 所属主题：[[topics/023|富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含量更高”]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115585512122) - 本地资源：[[assets/images/260728_2253_富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含__1525122415454522.jpg|1525122415454522]] ![[assets/images/260728_2253_富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含__1525122415454522.jpg|1200]] ## 008. 4848244528585888 - 所属主题：[[topics/023|富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含量更高”]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115585512122) - 本地资源：[[assets/images/260728_2253_富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含__4848244528585888.jpg|4848244528585888]] ![[assets/images/260728_2253_富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含__4848244528585888.jpg|1200]] ## 009. 5121422541515144 - 所属主题：[[topics/023|富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含量更高”]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115585512122) - 本地资源：[[assets/images/260728_2253_富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含__5121422541515144.jpg|5121422541515144]] ![[assets/images/260728_2253_富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含__5121422541515144.jpg|1200]] ## 010. 5121422541515454 - 所属主题：[[topics/023|富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含量更高”]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115585512122) - 本地资源：[[assets/images/260728_2253_富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含__5121422541515454.jpg|5121422541515454]] ![[assets/images/260728_2253_富邦 - “鲁宾的生产推进将对供应链带来一些负面影响，因为与 Blackwell 相比，鲁宾的美元含__5121422541515454.jpg|1200]] ## 011. 4848244528585458 - 所属主题：[[topics/024|#沪深港通]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441181154824) - 本地资源：[[assets/images/260728_2252__沪深港通__4848244528585458.jpg|4848244528585458]] ![[assets/images/260728_2252__沪深港通__4848244528585458.jpg|1200]] ## 012. 1525122415455552 - 所属主题：[[topics/025|#高盛 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228818852258) - 本地资源：[[assets/images/260728_2252__高盛 _韩股__1525122415455552.jpg|1525122415455552]] ![[assets/images/260728_2252__高盛 _韩股__1525122415455552.jpg|1200]] ## 013. 8858455248288852 - 所属主题：[[topics/026|3万亿长鑫科技振奋合肥楼市，有...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115585541412) - 本地资源：[[assets/images/260728_2251_3万亿长鑫科技振奋合肥楼市，有__8858455248288852.jpg|8858455248288852]] ![[assets/images/260728_2251_3万亿长鑫科技振奋合肥楼市，有__8858455248288852.jpg|1200]] ## 014. 1525122415452852 - 所属主题：[[topics/027|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441181155224) - 本地资源：[[assets/images/260728_2251__美股__1525122415452852.jpg|1525122415452852]] ![[assets/images/260728_2251__美股__1525122415452852.jpg|1200]] ## 015. 2858455248285411 - 所属主题：[[topics/028|#苹果]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441181151854) - 本地资源：[[assets/images/260728_2251__苹果__2858455248285411.jpg|2858455248285411]] ![[assets/images/260728_2251__苹果__2858455248285411.jpg|1200]] ## 016. 2858455248285481 - 所属主题：[[topics/029|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448818828242) - 本地资源：[[assets/images/260728_2250__SpaceX__2858455248285481.jpg|2858455248285481]] ![[assets/images/260728_2250__SpaceX__2858455248285481.jpg|1200]] ## 017. 8858455248285282 - 所属主题：[[topics/030|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448818828852) - 本地资源：[[assets/images/260728_2250__OpenAI__8858455248285282.jpg|8858455248285282]] ![[assets/images/260728_2250__OpenAI__8858455248285282.jpg|1200]] ## 018. 1525122415452512 - 所属主题：[[topics/031|#Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448818825111) - 本地资源：[[assets/images/260728_2250__Kimi__1525122415452512.jpg|1525122415452512]] ![[assets/images/260728_2250__Kimi__1525122415452512.jpg|1200]] ## 019. 2858455248285211 - 所属主题：[[topics/031|#Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448818825111) - 本地资源：[[assets/images/260728_2250__Kimi__2858455248285211.jpg|2858455248285211]] ![[assets/images/260728_2250__Kimi__2858455248285211.jpg|1200]] ## 020. 4848244528584418 - 所属主题：[[topics/033|#中际旭创]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448818881112) - 本地资源：[[assets/images/260728_2250__中际旭创__4848244528584418.jpg|4848244528584418]] ![[assets/images/260728_2250__中际旭创__4848244528584418.jpg|1200]] ## 021. 5121422541512244 - 所属主题：[[topics/034|#苹果]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448818881441) - 本地资源：[[assets/images/260728_2249__苹果__5121422541512244.jpg|5121422541512244]] ![[assets/images/260728_2249__苹果__5121422541512244.jpg|1200]] ## 022. 1525122415515522 - 所属主题：[[topics/044|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448818885112) - 本地资源：[[assets/images/260728_2247__AI__1525122415515522.jpg|1525122415515522]] ![[assets/images/260728_2247__AI__1525122415515522.jpg|1200]] ## 023. 1525122415515242 - 所属主题：[[topics/046|#AI #TOKEN工厂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448818885421) - 本地资源：[[assets/images/260728_2247__AI _TOKEN工厂__1525122415515242.jpg|1525122415515242]] ![[assets/images/260728_2247__AI _TOKEN工厂__1525122415515242.jpg|1200]] ## 024. 5121422541142444 - 所属主题：[[topics/050|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448818548241) - 本地资源：[[assets/images/260728_2246__美联储__5121422541142444.jpg|5121422541142444]] ![[assets/images/260728_2246__美联储__5121422541142444.jpg|1200]] ## 025. 4848244551111148 - 所属主题：[[topics/098|#光通信]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828151528) - 本地资源：[[assets/images/260728_2042__光通信__4848244551111148.jpg|4848244551111148]] ![[assets/images/260728_2042__光通信__4848244551111148.jpg|1200]] ## 026. 1525122448885442 - 所属主题：[[topics/099|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141814524) - 本地资源：[[assets/images/260728_2038__市场__1525122448885442.jpg|1525122448885442]] ![[assets/images/260728_2038__市场__1525122448885442.jpg|1200]] ## 027. 5121422558881144 - 所属主题：[[topics/100|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828182828) - 本地资源：[[assets/images/260728_2037__市场__5121422558881144.jpg|5121422558881144]] ![[assets/images/260728_2037__市场__5121422558881144.jpg|1200]] ## 028. 2858455221118851 - 所属主题：[[topics/101|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141814214) - 本地资源：[[assets/images/260728_2037__美股__2858455221118851.jpg|2858455221118851]] ![[assets/images/260728_2037__美股__2858455221118851.jpg|1200]] ## 029. 8858455221118542 - 所属主题：[[topics/102|#华创 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828182448) - 本地资源：[[assets/images/260728_2037__华创 _AI__8858455221118542.jpg|8858455221118542]] ![[assets/images/260728_2037__华创 _AI__8858455221118542.jpg|1200]] ## 030. 2858455221118521 - 所属主题：[[topics/103|#Rubin]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448848182552) - 本地资源：[[assets/images/260728_2037__Rubin__2858455221118521.jpg|2858455221118521]] ![[assets/images/260728_2037__Rubin__2858455221118521.jpg|1200]] ## 031. 2858455221115421 - 所属主题：[[topics/104|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448848188222) - 本地资源：[[assets/images/260728_2036__DUV__2858455221115421.jpg|2858455221115421]] ![[assets/images/260728_2036__DUV__2858455221115421.jpg|1200]] ## 032. 5121422558882824 - 所属主题：[[topics/104|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448848188222) - 本地资源：[[assets/images/260728_2036__DUV__5121422558882824.jpg|5121422558882824]] ![[assets/images/260728_2036__DUV__5121422558882824.jpg|1200]] ## 033. 1525122448818822 - 所属主题：[[topics/105|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448848188522) - 本地资源：[[assets/images/260728_2036__市场__1525122448818822.jpg|1525122448818822]] ![[assets/images/260728_2036__市场__1525122448818822.jpg|1200]] ## 034. 5121422558848154 - 所属主题：[[topics/106|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141825824) - 本地资源：[[assets/images/260728_2034__市场__5121422558848154.jpg|5121422558848154]] ![[assets/images/260728_2034__市场__5121422558848154.jpg|1200]] ## 035. 4848244551122118 - 所属主题：[[topics/107|#创业板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448848152882) - 本地资源：[[assets/images/260728_2033__创业板__4848244551122118.jpg|4848244551122118]] ![[assets/images/260728_2033__创业板__4848244551122118.jpg|1200]] ## 036. 5121422558844454 - 所属主题：[[topics/108|中国机器人制造商跨维智能考虑港股IPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141825224) - 本地资源：[[assets/images/260728_2033_中国机器人制造商跨维智能考虑港股IPO__5121422558844454.jpg|5121422558844454]] ![[assets/images/260728_2033_中国机器人制造商跨维智能考虑港股IPO__5121422558844454.jpg|1200]] ## 037. 1525122448811812 - 所属主题：[[topics/108|中国机器人制造商跨维智能考虑港股IPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141825224) - 本地资源：[[assets/images/260728_2033_中国机器人制造商跨维智能考虑港股IPO__1525122448811812.jpg|1525122448811812]] ![[assets/images/260728_2033_中国机器人制造商跨维智能考虑港股IPO__1525122448811812.jpg|1200]] ## 038. 2858455221144481 - 所属主题：[[topics/109|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448848155421) - 本地资源：[[assets/images/260728_2032__市场__2858455221144481.jpg|2858455221144481]] ![[assets/images/260728_2032__市场__2858455221144481.jpg|1200]] ## 039. 1525122448814412 - 所属主题：[[topics/110|#黑毛 #台积电 #地震]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115515822212) - 本地资源：[[assets/images/260728_2031__黑毛 _台积电 _地震__1525122448814412.jpg|1525122448814412]] ![[assets/images/260728_2031__黑毛 _台积电 _地震__1525122448814412.jpg|1200]] ## 040. 1525122448814452 - 所属主题：[[topics/111|【今日投资舆情热点】 1）半导体芯片：阿斯麦正考虑在2027年将其极紫外光刻机的产量提高约30%，并在2028年再提高30%。 2）AI应用：近日，Meta、O]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828211118) - 本地资源：[[assets/images/260728_2031_【今日投资舆情热点】 1）半导体芯片：阿斯麦正考虑在2027年将其极紫外光刻机的产量提高约30%，并__1525122448814452.jpg|1525122448814452]] ![[assets/images/260728_2031_【今日投资舆情热点】 1）半导体芯片：阿斯麦正考虑在2027年将其极紫外光刻机的产量提高约30%，并__1525122448814452.jpg|1200]] ## 041. 1525122448812152 - 所属主题：[[topics/112|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828212118) - 本地资源：[[assets/images/260728_2031__市场__1525122448812152.jpg|1525122448812152]] ![[assets/images/260728_2031__市场__1525122448812152.jpg|1200]] ## 042. 1525122448812182 - 所属主题：[[topics/112|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828212118) - 本地资源：[[assets/images/260728_2031__市场__1525122448812182.jpg|1525122448812182]] ![[assets/images/260728_2031__市场__1525122448812182.jpg|1200]] ## 043. 4848244551125858 - 所属主题：[[topics/112|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828212118) - 本地资源：[[assets/images/260728_2031__市场__4848244551125858.jpg|4848244551125858]] ![[assets/images/260728_2031__市场__4848244551125858.jpg|1200]] ## 044. 2858455221142551 - 所属主题：[[topics/113|#新兴市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448848414842) - 本地资源：[[assets/images/260728_2030__新兴市场__2858455221142551.jpg|2858455221142551]] ![[assets/images/260728_2030__新兴市场__2858455221142551.jpg|1200]] ## 045. 1525122448815152 - 所属主题：[[topics/114|#中国石油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448848484181) - 本地资源：[[assets/images/260728_2029__中国石油__1525122448815152.jpg|1525122448815152]] ![[assets/images/260728_2029__中国石油__1525122448815152.jpg|1200]] ## 046. 2858455221148451 - 所属主题：[[topics/115|【图解丨246只变19只！不到一个月，227只翻倍基“消失”！】 7月28日｜7月伊始，科技赛道“降温”，重仓电子、通信的“翻倍基”普遍遭重创。翻倍基数量已骤降]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141414444) - 本地资源：[[assets/images/260728_2029_【图解丨246只变19只！不到一个月，227只翻倍基“消失”！】 7月28日｜7月伊始，科技赛道“降__2858455221148451.jpg|2858455221148451]] ![[assets/images/260728_2029_【图解丨246只变19只！不到一个月，227只翻倍基“消失”！】 7月28日｜7月伊始，科技赛道“降__2858455221148451.jpg|1200]] ## 047. 4848244551128248 - 所属主题：[[topics/116|独家：爱晟纳的DUV光刻机与ASML光刻机相比还有很大差距--消息人士 独家：上海爱晟纳电子生产的DUV光刻机还需要进一步测试--消息人士 独家：中国爱晟纳电子]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448848484241) - 本地资源：[[assets/images/260728_2029_独家：爱晟纳的DUV光刻机与ASML光刻机相比还有很大差距--消息人士 独家：上海爱晟纳电子生产的D__4848244551128248.jpg|4848244551128248]] ![[assets/images/260728_2029_独家：爱晟纳的DUV光刻机与ASML光刻机相比还有很大差距--消息人士 独家：上海爱晟纳电子生产的D__4848244551128248.jpg|1200]] ## 048. 8858455221145412 - 所属主题：[[topics/117|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141415584) - 本地资源：[[assets/images/260728_2028__存储__8858455221145412.jpg|8858455221145412]] ![[assets/images/260728_2028__存储__8858455221145412.jpg|1200]] ## 049. 1525122448812122 - 所属主题：[[topics/118|#亚马逊]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141415154) - 本地资源：[[assets/images/260728_2028__亚马逊__1525122448812122.jpg|1525122448812122]] ![[assets/images/260728_2028__亚马逊__1525122448812122.jpg|1200]] ## 050. 2858455221145281 - 所属主题：[[topics/119|#Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448848482552) - 本地资源：[[assets/images/260728_2028__Kimi__2858455221145281.jpg|2858455221145281]] ![[assets/images/260728_2028__Kimi__2858455221145281.jpg|1200]] ## 051. 2858455221145811 - 所属主题：[[topics/120|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448848488412) - 本地资源：[[assets/images/260728_2027__美股__2858455221145811.jpg|2858455221145811]] ![[assets/images/260728_2027__美股__2858455221145811.jpg|1200]] ## 052. 5121422558842184 - 所属主题：[[topics/121|截止 7/28，前5%个股成交额集中度是 49.8%，较上一个交易日的 49.8%持平，相较本月高点51.5%有所回落]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448848488451) - 本地资源：[[assets/images/260728_2027_截止 7 28，前5%个股成交额集中度是 49.8%，较上一个交易日的 49.8%持平，相较本月高点__5121422558842184.jpg|5121422558842184]] ![[assets/images/260728_2027_截止 7 28，前5%个股成交额集中度是 49.8%，较上一个交易日的 49.8%持平，相较本月高点__5121422558842184.jpg|1200]] ## 053. 5121422558842144 - 所属主题：[[topics/122|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828288548) - 本地资源：[[assets/images/260728_2027__半导体__5121422558842144.jpg|5121422558842144]] ![[assets/images/260728_2027__半导体__5121422558842144.jpg|1200]] ## 054. 4848244551124828 - 所属主题：[[topics/123|1.外围科技调整，A股今天走势分化，一方面是科技方向回落，双创指数日内出现较大跌法，另外一方面红利权重方向走势平稳（建设银行创出历史新高），长鑫科技上市第二日表]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448848485221) - 本地资源：[[assets/images/260728_2027_1.外围科技调整，A股今天走势分化，一方面是科技方向回落，双创指数日内出现较大跌法，另外一方面红利权__4848244551124828.jpg|4848244551124828]] ![[assets/images/260728_2027_1.外围科技调整，A股今天走势分化，一方面是科技方向回落，双创指数日内出现较大跌法，另外一方面红利权__4848244551124828.jpg|1200]] ## 055. 2858455221124421 - 所属主题：[[topics/124|#AI #基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448848452251) - 本地资源：[[assets/images/260728_2024__AI _基金__2858455221124421.jpg|2858455221124421]] ![[assets/images/260728_2024__AI _基金__2858455221124421.jpg|1200]] ## 056. 5121422558854524 - 所属主题：[[topics/125|#基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828248418) - 本地资源：[[assets/images/260728_2023__基金__5121422558854524.jpg|5121422558854524]] ![[assets/images/260728_2023__基金__5121422558854524.jpg|1200]] ## 057. 8858455221124822 - 所属主题：[[topics/126|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115515125252) - 本地资源：[[assets/images/260728_2023__DUV__8858455221124822.jpg|8858455221124822]] ![[assets/images/260728_2023__DUV__8858455221124822.jpg|1200]] ## 058. 1525122448841282 - 所属主题：[[topics/127|【财通策略徐近峰团队丨QJC】韩国股指&个人投资者融资跟踪-0728 1️⃣2026年7月28日，受英伟达最新7500亿美元“循环融资”和美联储周三会议加息预期]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228828244128) - 本地资源：[[assets/images/260728_2023_【财通策略徐近峰团队丨QJC】韩国股指&个人投资者融资跟踪-0728 1️⃣2026年7月28日，受__1525122448841282.jpg|1525122448841282]] ![[assets/images/260728_2023_【财通策略徐近峰团队丨QJC】韩国股指&个人投资者融资跟踪-0728 1️⃣2026年7月28日，受__1525122448841282.jpg|1200]] ## 059. 5121422558851224 - 所属主题：[[topics/128|【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年07月27日 1️⃣TACO or GAMBLE指数，今日达+0.81，较昨日小]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441141588224) - 本地资源：[[assets/images/260728_2022_【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年07月27日 1️⃣__5121422558851224.jpg|5121422558851224]] ![[assets/images/260728_2022_【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年07月27日 1️⃣__5121422558851224.jpg|1200]] ## 060. 5121422558852854 - 所属主题：[[topics/137|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115515418842) - 本地资源：[[assets/images/260728_2019__AI__5121422558852854.jpg|5121422558852854]] ![[assets/images/260728_2019__AI__5121422558852854.jpg|1200]] ## 061. 1525122442141152 - 所属主题：[[topics/167|#市场 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448881221881) - 本地资源：[[assets/images/260728_1455__市场 _韩股__1525122442141152.jpg|1525122442141152]] ![[assets/images/260728_1455__市场 _韩股__1525122442141152.jpg|1200]] ## 062. 8858455225424242 - 所属主题：[[topics/168|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448881224112) - 本地资源：[[assets/images/260728_1454__韩股__8858455225424242.jpg|8858455225424242]] ![[assets/images/260728_1454__韩股__8858455225424242.jpg|1200]] ## 063. 8858455225424222 - 所属主题：[[topics/169|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115558441182) - 本地资源：[[assets/images/260728_1454__小洪__8858455225424222.jpg|8858455225424222]] ![[assets/images/260728_1454__小洪__8858455225424222.jpg|1200]] ## 064. 1525122442141582 - 所属主题：[[topics/170|#德明利]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115558441122) - 本地资源：[[assets/images/260728_1453__德明利__1525122442141582.jpg|1525122442141582]] ![[assets/images/260728_1453__德明利__1525122442141582.jpg|1200]] ## 065. 1525122442282812 - 所属主题：[[topics/187|#中际旭创]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115551415582) - 本地资源：[[assets/images/260728_1349__中际旭创__1525122442282812.jpg|1525122442282812]] ![[assets/images/260728_1349__中际旭创__1525122442282812.jpg|1200]] ## 066. 2858455225515151 - 所属主题：[[topics/189|#债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441114541124) - 本地资源：[[assets/images/260728_1349__债__2858455225515151.jpg|2858455225515151]] ![[assets/images/260728_1349__债__2858455225515151.jpg|1200]] ## 067. 1525122458842882 - 所属主题：[[topics/193|#H酸]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115555581442) - 本地资源：[[assets/images/260728_1310__H酸__1525122458842882.jpg|1525122458842882]] ![[assets/images/260728_1310__H酸__1525122458842882.jpg|1200]] ## 068. 2858455281125141 - 所属主题：[[topics/194|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228888812828) - 本地资源：[[assets/images/260728_1309__市场__2858455281125141.jpg|2858455281125141]] ![[assets/images/260728_1309__市场__2858455281125141.jpg|1200]] ## 069. 2858455284858581 - 所属主题：[[topics/195|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448888812112) - 本地资源：[[assets/images/260728_1309__半导体__2858455284858581.jpg|2858455284858581]] ![[assets/images/260728_1309__半导体__2858455284858581.jpg|1200]] ## 070. 4848244582844148 - 所属主题：[[topics/197|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448888812822) - 本地资源：[[assets/images/260728_1309__英伟达__4848244582844148.jpg|4848244582844148]] ![[assets/images/260728_1309__英伟达__4848244582844148.jpg|1200]] ## 071. 2858455284855241 - 所属主题：[[topics/200|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448888818581) - 本地资源：[[assets/images/260728_1308__航天航空__2858455284855241.jpg|2858455284855241]] ![[assets/images/260728_1308__航天航空__2858455284855241.jpg|1200]] ## 072. 8858455284855282 - 所属主题：[[topics/202|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441111182854) - 本地资源：[[assets/images/260728_1308__市场__8858455284855282.jpg|8858455284855282]] ![[assets/images/260728_1308__市场__8858455284855282.jpg|1200]] ## 073. 2858455284855811 - 所属主题：[[topics/204|#东财 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448888815441) - 本地资源：[[assets/images/260728_1308__东财 _AI__2858455284855811.jpg|2858455284855811]] ![[assets/images/260728_1308__东财 _AI__2858455284855811.jpg|1200]] ## 074. 5121422514122154 - 所属主题：[[topics/206|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115555582482) - 本地资源：[[assets/images/260728_1307__市场__5121422514122154.jpg|5121422514122154]] ![[assets/images/260728_1307__市场__5121422514122154.jpg|1200]] ## 075. FnvdHImg4h9dSFT8BlHuYdE3LLDn - 所属主题：[[topics/206|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115555582482) - 本地资源：[[assets/images/260728_1307__市场__FnvdHImg4h9dSFT8BlHuYdE3LLDn.jpg|FnvdHImg4h9dSFT8BlHuYdE3LLDn]] ![[assets/images/260728_1307__市场__FnvdHImg4h9dSFT8BlHuYdE3LLDn.jpg|1200]] ## 076. 4848244582844858 - 所属主题：[[topics/207|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448888815221) - 本地资源：[[assets/images/260728_1307__市场__4848244582844858.jpg|4848244582844858]] ![[assets/images/260728_1307__市场__4848244582844858.jpg|1200]] ## 077. 5121422514285814 - 所属主题：[[topics/216|【上面的文字是所谓“辟谣”，下面图片是“被辟谣”的】 关于价格战，没有常识的谣言，现在还是交不过来。和 jq 确认，给北美大客户的 800G 报价和 ds 一样]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448888848542) - 本地资源：[[assets/images/260728_1304_【上面的文字是所谓“辟谣”，下面图片是“被辟谣”的】 关于价格战，没有常识的谣言，现在还是交不过来。__5121422514285814.jpg|5121422514285814]] ![[assets/images/260728_1304_【上面的文字是所谓“辟谣”，下面图片是“被辟谣”的】 关于价格战，没有常识的谣言，现在还是交不过来。__5121422514285814.jpg|1200]] ## 078. 5121422515421544 - 所属主题：[[topics/218|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228884458288) - 本地资源：[[assets/images/260728_1144__市场__5121422515421544.jpg|5121422515421544]] ![[assets/images/260728_1144__市场__5121422515421544.jpg|1200]] ## 079. 8858455282458842 - 所属主题：[[topics/219|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228884454258) - 本地资源：[[assets/images/260728_1143__红宝书__8858455282458842.jpg|8858455282458842]] ![[assets/images/260728_1143__红宝书__8858455282458842.jpg|1200]] ## 080. 2858455282211521 - 所属主题：[[topics/220|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448885584452) - 本地资源：[[assets/images/260728_1142__小光__2858455282211521.jpg|2858455282211521]] ![[assets/images/260728_1142__小光__2858455282211521.jpg|1200]] ## 081. 8858455282211542 - 所属主题：[[topics/220|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448885584452) - 本地资源：[[assets/images/260728_1142__小光__8858455282211542.jpg|8858455282211542]] ![[assets/images/260728_1142__小光__8858455282211542.jpg|1200]] ## 082. 4848244585515828 - 所属主题：[[topics/221|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441112224144) - 本地资源：[[assets/images/260728_1138__半导体__4848244585515828.jpg|4848244585515828]] ![[assets/images/260728_1138__半导体__4848244585515828.jpg|1200]] ## 083. 2858455282212851 - 所属主题：[[topics/222|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448885552142) - 本地资源：[[assets/images/260728_1138__DUV__2858455282212851.jpg|2858455282212851]] ![[assets/images/260728_1138__DUV__2858455282212851.jpg|1200]] ## 084. 5121422515582844 - 所属主题：[[topics/223|#东财 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115552224582) - 本地资源：[[assets/images/260728_1137__东财 _策略__5121422515582844.jpg|5121422515582844]] ![[assets/images/260728_1137__东财 _策略__5121422515582844.jpg|1200]] ## 085. 2858455282215121 - 所属主题：[[topics/224|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228884448588) - 本地资源：[[assets/images/260728_1137__英伟达__2858455282215121.jpg|2858455282215121]] ![[assets/images/260728_1137__英伟达__2858455282215121.jpg|1200]] ## 086. 4848244585514148 - 所属主题：[[topics/225|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441112221154) - 本地资源：[[assets/images/260728_1137__监管__4848244585514148.jpg|4848244585514148]] ![[assets/images/260728_1137__监管__4848244585514148.jpg|1200]] ## 087. 2858455282215241 - 所属主题：[[topics/226|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448885555411) - 本地资源：[[assets/images/260728_1136__AI安全__2858455282215241.jpg|2858455282215241]] ![[assets/images/260728_1136__AI安全__2858455282215241.jpg|1200]] ## 088. 4848244585514528 - 所属主题：[[topics/227|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115552222142) - 本地资源：[[assets/images/260728_1136__市场__4848244585514528.jpg|4848244585514528]] ![[assets/images/260728_1136__市场__4848244585514528.jpg|1200]] ## 089. 5121422515582524 - 所属主题：[[topics/228|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441112222544) - 本地资源：[[assets/images/260728_1136__监管__5121422515582524.jpg|5121422515582524]] ![[assets/images/260728_1136__监管__5121422515582524.jpg|1200]] ## 090. 5121422515582184 - 所属主题：[[topics/229|#韩股 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115552222512) - 本地资源：[[assets/images/260728_1135__韩股 _存储__5121422515582184.jpg|5121422515582184]] ![[assets/images/260728_1135__韩股 _存储__5121422515582184.jpg|1200]] ## 091. 1525122454482422 - 所属主题：[[topics/229|#韩股 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115552222512) - 本地资源：[[assets/images/260728_1135__韩股 _存储__1525122454482422.jpg|1525122454482422]] ![[assets/images/260728_1135__韩股 _存储__1525122454482422.jpg|1200]] ## 092. 1525122454482542 - 所属主题：[[topics/230|#6G]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448851111881) - 本地资源：[[assets/images/260728_1135__6G__1525122454482542.jpg|1525122454482542]] ![[assets/images/260728_1135__6G__1525122454482542.jpg|1200]] ## 093. 1525122454418282 - 所属主题：[[topics/231|#日股 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441128888224) - 本地资源：[[assets/images/260728_1135__日股 _韩股__1525122454418282.jpg|1525122454418282]] ![[assets/images/260728_1135__日股 _韩股__1525122454418282.jpg|1200]] ## 094. 8858455282241542 - 所属主题：[[topics/232|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441128884814) - 本地资源：[[assets/images/260728_1135__韩股__8858455282241542.jpg|8858455282241542]] ![[assets/images/260728_1135__韩股__8858455282241542.jpg|1200]] ## 095. 8858455282244452 - 所属主题：[[topics/233|⚡光刻机：供应链⚡ 🦾张江高科(上海微电子) 🔩波长光电(光刻机物镜) 💫国林科技(光刻机清洗) 🦿海立股份(温控) ⚙东方嘉盛(上海微电子) 🔩波长光电(光刻]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115528881122) - 本地资源：[[assets/images/260728_1134_⚡光刻机：供应链⚡ 🦾张江高科(上海微电子) 🔩波长光电(光刻机物镜) 💫国林科技(光刻机清洗) 🦿__8858455282244452.jpg|8858455282244452]] ![[assets/images/260728_1134_⚡光刻机：供应链⚡ 🦾张江高科(上海微电子) 🔩波长光电(光刻机物镜) 💫国林科技(光刻机清洗) 🦿__8858455282244452.jpg|1200]] ## 096. 1525122454411552 - 所属主题：[[topics/234|利和兴 国产光刻机 新凯来 宇量昇]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851114852) - 本地资源：[[assets/images/260728_1134_利和兴 国产光刻机 新凯来 宇量昇__1525122454411552.jpg|1525122454411552]] ![[assets/images/260728_1134_利和兴 国产光刻机 新凯来 宇量昇__1525122454411552.jpg|1200]] ## 097. 8858455282244882 - 所属主题：[[topics/234|利和兴 国产光刻机 新凯来 宇量昇]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851114852) - 本地资源：[[assets/images/260728_1134_利和兴 国产光刻机 新凯来 宇量昇__8858455282244882.jpg|8858455282244882]] ![[assets/images/260728_1134_利和兴 国产光刻机 新凯来 宇量昇__8858455282244882.jpg|1200]] ## 098. 5121422515544114 - 所属主题：[[topics/234|利和兴 国产光刻机 新凯来 宇量昇]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851114852) - 本地资源：[[assets/images/260728_1134_利和兴 国产光刻机 新凯来 宇量昇__5121422515544114.jpg|5121422515544114]] ![[assets/images/260728_1134_利和兴 国产光刻机 新凯来 宇量昇__5121422515544114.jpg|1200]] ## 099. 8858455282244842 - 所属主题：[[topics/234|利和兴 国产光刻机 新凯来 宇量昇]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851114852) - 本地资源：[[assets/images/260728_1134_利和兴 国产光刻机 新凯来 宇量昇__8858455282244842.jpg|8858455282244842]] ![[assets/images/260728_1134_利和兴 国产光刻机 新凯来 宇量昇__8858455282244842.jpg|1200]] ## 100. 2858455282244541 - 所属主题：[[topics/235|英诺激光，官方回应供货国产duv！低位正宗国产光刻机光源]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115528858182) - 本地资源：[[assets/images/260728_1134_英诺激光，官方回应供货国产duv！低位正宗国产光刻机光源__2858455282244541.jpg|2858455282244541]] ![[assets/images/260728_1134_英诺激光，官方回应供货国产duv！低位正宗国产光刻机光源__2858455282244541.jpg|1200]] ## 101. 1525122454414882 - 所属主题：[[topics/236|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115528858422) - 本地资源：[[assets/images/260728_1133__DUV__1525122454414882.jpg|1525122454414882]] ![[assets/images/260728_1133__DUV__1525122454414882.jpg|1200]] ## 102. 8858455282242112 - 所属主题：[[topics/236|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115528858422) - 本地资源：[[assets/images/260728_1133__DUV__8858455282242112.jpg|8858455282242112]] ![[assets/images/260728_1133__DUV__8858455282242112.jpg|1200]] ## 103. 2858455282242111 - 所属主题：[[topics/236|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115528858422) - 本地资源：[[assets/images/260728_1133__DUV__2858455282242111.jpg|2858455282242111]] ![[assets/images/260728_1133__DUV__2858455282242111.jpg|1200]] ## 104. 4848244585525458 - 所属主题：[[topics/237|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441128818244) - 本地资源：[[assets/images/260728_1133__DUV__4848244585525458.jpg|4848244585525458]] ![[assets/images/260728_1133__DUV__4848244585525458.jpg|1200]] ## 105. 4848244585528128 - 所属主题：[[topics/238|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851184122) - 本地资源：[[assets/images/260728_1133__存储__4848244585528128.jpg|4848244585528128]] ![[assets/images/260728_1133__存储__4848244585528128.jpg|1200]] ## 106. 2858455282248151 - 所属主题：[[topics/239|#存储 #创新药]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851182452) - 本地资源：[[assets/images/260728_1132__存储 _创新药__2858455282248151.jpg|2858455282248151]] ![[assets/images/260728_1132__存储 _创新药__2858455282248151.jpg|1200]] ## 107. 8858455282248442 - 所属主题：[[topics/240|#财通 #融资]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441128815514) - 本地资源：[[assets/images/260728_1132__财通 _融资__8858455282248442.jpg|8858455282248442]] ![[assets/images/260728_1132__财通 _融资__8858455282248442.jpg|1200]] ## 108. 2858455282248421 - 所属主题：[[topics/241|#财通 #利率 #固收]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851182842) - 本地资源：[[assets/images/260728_1131__财通 _利率 _固收__2858455282248421.jpg|2858455282248421]] ![[assets/images/260728_1131__财通 _利率 _固收__2858455282248421.jpg|1200]] ## 109. 4848244585528248 - 所属主题：[[topics/242|2015年三轮反弹中，调整较多的弹性 并不强，而是呈现多线索并行状态，行业轮动速度上升]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441128815244) - 本地资源：[[assets/images/260728_1131_2015年三轮反弹中，调整较多的弹性 并不强，而是呈现多线索并行状态，行业轮动速度上升__4848244585528248.jpg|4848244585528248]] ![[assets/images/260728_1131_2015年三轮反弹中，调整较多的弹性 并不强，而是呈现多线索并行状态，行业轮动速度上升__4848244585528248.jpg|1200]] ## 110. 4848244585528848 - 所属主题：[[topics/243|#华为 #基板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851151142) - 本地资源：[[assets/images/260728_1130__华为 _基板__4848244585528848.jpg|4848244585528848]] ![[assets/images/260728_1130__华为 _基板__4848244585528848.jpg|1200]] ## 111. 5121422515541254 - 所属主题：[[topics/244|#做空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448851154152) - 本地资源：[[assets/images/260728_1130__做空__5121422515541254.jpg|5121422515541254]] ![[assets/images/260728_1130__做空__5121422515541254.jpg|1200]] ## 112. 2858455282252441 - 所属主题：[[topics/246|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115528824842) - 本地资源：[[assets/images/260728_1129__海力士__2858455282252441.jpg|2858455282252441]] ![[assets/images/260728_1129__海力士__2858455282252441.jpg|1200]] ## 113. 5121422515525424 - 所属主题：[[topics/248|【长江电新】7月美国电价普增，美国区域销售电价月度跟踪20260727 #终端销售电价端# 1、2026年05月，全美终端用户平均销售电价达13.74美分/kW]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228841148228) - 本地资源：[[assets/images/260728_1128_【长江电新】7月美国电价普增，美国区域销售电价月度跟踪20260727 _终端销售电价端_ 1、20__5121422515525424.jpg|5121422515525424]] ![[assets/images/260728_1128_【长江电新】7月美国电价普增，美国区域销售电价月度跟踪20260727 _终端销售电价端_ 1、20__5121422515525424.jpg|1200]] ## 114. 1525122454424122 - 所属主题：[[topics/250|#光刻机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228841148828) - 本地资源：[[assets/images/260728_1128__光刻机__1525122454424122.jpg|1525122454424122]] ![[assets/images/260728_1128__光刻机__1525122454424122.jpg|1200]] ## 115. 2858455282252221 - 所属主题：[[topics/251|【兴证策略】11张图看全球AI产业趋势 1、渗透率：目前主流的美国AI渗透率指标BTOS（采访100w+企业对AI的使用情况）和RAMP（采访7w+企业对AI的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448851158581) - 本地资源：[[assets/images/260728_1128_【兴证策略】11张图看全球AI产业趋势 1、渗透率：目前主流的美国AI渗透率指标BTOS（采访100__2858455282252221.jpg|2858455282252221]] ![[assets/images/260728_1128_【兴证策略】11张图看全球AI产业趋势 1、渗透率：目前主流的美国AI渗透率指标BTOS（采访100__2858455282252221.jpg|1200]] ## 116. 2858455282252541 - 所属主题：[[topics/252|[红包]【长江周期】全球能源周度高频跟踪 ✨关键总结：本周中国港口动力煤及澳洲纽卡斯尔动力煤价格涨势趋缓，中国&印度终端库存延续去化，后续重点关注产地供给趋势、]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228841144258) - 本地资源：[[assets/images/260728_1128__红包_【长江周期】全球能源周度高频跟踪 ✨关键总结：本周中国港口动力煤及澳洲纽卡斯尔动力煤价格涨势__2858455282252541.jpg|2858455282252541]] ![[assets/images/260728_1128__红包_【长江周期】全球能源周度高频跟踪 ✨关键总结：本周中国港口动力煤及澳洲纽卡斯尔动力煤价格涨势__2858455282252541.jpg|1200]] ## 117. 4848244585545428 - 所属主题：[[topics/253|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441128488224) - 本地资源：[[assets/images/260728_1127__海力士__4848244585545428.jpg|4848244585545428]] ![[assets/images/260728_1127__海力士__4848244585545428.jpg|1200]] ## 118. 8858455282252522 - 所属主题：[[topics/254|#关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115528181812) - 本地资源：[[assets/images/260728_1127__关税__8858455282252522.jpg|8858455282252522]] ![[assets/images/260728_1127__关税__8858455282252522.jpg|1200]] ## 119. 2858455282258151 - 所属主题：[[topics/255|领导早，昨日(7.27)杠杆资金净流入101亿元，10日流入分位数升至2%。其中个股95亿元，ETF8.3亿元。杠杆资金成交占比达8.8%，为近1年5%分位。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115528184542) - 本地资源：[[assets/images/260728_1126_领导早，昨日(7.27)杠杆资金净流入101亿元，10日流入分位数升至2%。其中个股95亿元，ETF__2858455282258151.jpg|2858455282258151]] ![[assets/images/260728_1126_领导早，昨日(7.27)杠杆资金净流入101亿元，10日流入分位数升至2%。其中个股95亿元，ETF__2858455282258151.jpg|1200]] ## 120. 1525122421588842 - 所属主题：[[topics/375|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255445144542451) - 本地资源：[[assets/images/260728_0729__伊朗 _霍尔木兹海峡__1525122421588842.jpg|1525122421588842]] ![[assets/images/260728_0729__伊朗 _霍尔木兹海峡__1525122421588842.jpg|1200]] ## 121. 5121422524188844 - 所属主题：[[topics/375|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255445144542451) - 本地资源：[[assets/images/260728_0729__伊朗 _霍尔木兹海峡__5121422524188844.jpg|5121422524188844]] ![[assets/images/260728_0729__伊朗 _霍尔木兹海峡__5121422524188844.jpg|1200]] ## 122. 2858455254811181 - 所属主题：[[topics/376|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522442844245114) - 本地资源：[[assets/images/260728_0729__全知道__2858455254811181.jpg|2858455254811181]] ![[assets/images/260728_0729__全知道__2858455254811181.jpg|1200]] ## 123. 5121422524188814 - 所属主题：[[topics/377|#电报解读 #无人驾驶]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422112811215552) - 本地资源：[[assets/images/260728_0728__电报解读 _无人驾驶__5121422524188814.jpg|5121422524188814]] ![[assets/images/260728_0728__电报解读 _无人驾驶__5121422524188814.jpg|1200]] ## 124. 8858455254811152 - 所属主题：[[topics/378|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255445144548521) - 本地资源：[[assets/images/260728_0728__龙虎榜__8858455254811152.jpg|8858455254811152]] ![[assets/images/260728_0728__龙虎榜__8858455254811152.jpg|1200]] ## 125. 1525122421581882 - 所属主题：[[topics/379|#机构调研 #红板科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255445144545112) - 本地资源：[[assets/images/260728_0728__机构调研 _红板科技__1525122421581882.jpg|1525122421581882]] ![[assets/images/260728_0728__机构调研 _红板科技__1525122421581882.jpg|1200]] ## 126. 4848244542812148 - 所属主题：[[topics/380|#Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544224122424248) - 本地资源：[[assets/images/260728_0728__Kimi__4848244542812148.jpg|4848244542812148]] ![[assets/images/260728_0728__Kimi__4848244542812148.jpg|1200]] ## 127. 2858455254814421 - 所属主题：[[topics/381|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522442844242514) - 本地资源：[[assets/images/260728_0728__韩股__2858455254814421.jpg|2858455254814421]] ![[assets/images/260728_0728__韩股__2858455254814421.jpg|1200]] ## 128. 1525122421581122 - 所属主题：[[topics/382|#贝莱德 #IDC #Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544224122424888) - 本地资源：[[assets/images/260728_0728__贝莱德 _IDC _Meta__1525122421581122.jpg|1525122421581122]] ![[assets/images/260728_0728__贝莱德 _IDC _Meta__1525122421581122.jpg|1200]] ## 129. 8858455254814212 - 所属主题：[[topics/383|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522442844258124) - 本地资源：[[assets/images/260728_0727__伊朗__8858455254814212.jpg|8858455254814212]] ![[assets/images/260728_0727__伊朗__8858455254814212.jpg|1200]] ## 130. 2858455254814251 - 所属主题：[[topics/384|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522442844254814) - 本地资源：[[assets/images/260728_0727__彭博新闻 _市场__2858455254814251.jpg|2858455254814251]] ![[assets/images/260728_0727__彭博新闻 _市场__2858455254814251.jpg|1200]] ## 131. 5121422524184144 - 所属主题：[[topics/385|#富士康]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255445144524212) - 本地资源：[[assets/images/260728_0727__富士康__5121422524184144.jpg|5121422524184144]] ![[assets/images/260728_0727__富士康__5121422524184144.jpg|1200]] ## 132. 4848244542812548 - 所属主题：[[topics/385|#富士康]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255445144524212) - 本地资源：[[assets/images/260728_0727__富士康__4848244542812548.jpg|4848244542812548]] ![[assets/images/260728_0727__富士康__4848244542812548.jpg|1200]] ## 133. 2858455254814881 - 所属主题：[[topics/386|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522442844255284) - 本地资源：[[assets/images/260728_0726__伊朗__2858455254814881.jpg|2858455254814881]] ![[assets/images/260728_0726__伊朗__2858455254814881.jpg|1200]] ## 134. 2858455254814511 - 所属主题：[[topics/387|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544224122455448) - 本地资源：[[assets/images/260728_0726__市场__2858455254814511.jpg|2858455254814511]] ![[assets/images/260728_0726__市场__2858455254814511.jpg|1200]] ## 135. 5121422524185844 - 所属主题：[[topics/389|#联得装备]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422112811245152) - 本地资源：[[assets/images/260728_0726__联得装备__5121422524185844.jpg|5121422524185844]] ![[assets/images/260728_0726__联得装备__5121422524185844.jpg|1200]] ## 136. 2858455254812151 - 所属主题：[[topics/390|#苹果 #折叠屏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255445144528221) - 本地资源：[[assets/images/260728_0725__苹果 _折叠屏__2858455254812151.jpg|2858455254812151]] ![[assets/images/260728_0725__苹果 _折叠屏__2858455254812151.jpg|1200]] ## 137. 8858455254818122 - 所属主题：[[topics/391|【美股AI硬件个股重挫：费城半导体指数跌5% SK海力士下跌近10%】财联社7月27日电，费城半导体指数下跌5.02%。英伟达股价下跌4.03%，台积电股价下跌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522442844218824) - 本地资源：[[assets/images/260728_0724_【美股AI硬件个股重挫：费城半导体指数跌5% SK海力士下跌近10%】财联社7月27日电，费城半导体__8858455254818122.jpg|8858455254818122]] ![[assets/images/260728_0724_【美股AI硬件个股重挫：费城半导体指数跌5% SK海力士下跌近10%】财联社7月27日电，费城半导体__8858455254818122.jpg|1200]] ## 138. 5121422524181814 - 所属主题：[[topics/392|#黑毛]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255445144581451) - 本地资源：[[assets/images/260728_0724__黑毛__5121422524181814.jpg|5121422524181814]] ![[assets/images/260728_0724__黑毛__5121422524181814.jpg|1200]] ## 139. 1525122421518122 - 所属主题：[[topics/397|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422112811254112) - 本地资源：[[assets/images/260728_0722__英伟达__1525122421518122.jpg|1525122421518122]] ![[assets/images/260728_0722__英伟达__1525122421518122.jpg|1200]]