--- date: 2026-07-29 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-07-29 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. 2858455482884411 - 所属主题：[[topics/022|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448185828112) - 本地资源：[[assets/images/260729_2255__全知道__2858455482884411.jpg|2858455482884411]] ![[assets/images/260729_2255__全知道__2858455482884411.jpg|1200]] ## 002. 5121422415114454 - 所属主题：[[topics/023|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448185828441) - 本地资源：[[assets/images/260729_2255__早知道__5121422415114454.jpg|5121422415114454]] ![[assets/images/260729_2255__早知道__5121422415114454.jpg|1200]] ## 003. 1525122154551482 - 所属主题：[[topics/024|#电报解读 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115852545122) - 本地资源：[[assets/images/260729_2255__电报解读 _MLCC__1525122154551482.jpg|1525122154551482]] ![[assets/images/260729_2255__电报解读 _MLCC__1525122154551482.jpg|1200]] ## 004. 1525122154551412 - 所属主题：[[topics/025|#机构调研 #金田股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448185828282) - 本地资源：[[assets/images/260729_2255__机构调研 _金田股份__1525122154551412.jpg|1525122154551412]] ![[assets/images/260729_2255__机构调研 _金田股份__1525122154551412.jpg|1200]] ## 005. 2858455482882241 - 所属主题：[[topics/026|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115852545582) - 本地资源：[[assets/images/260729_2255__龙虎榜__2858455482882241.jpg|2858455482882241]] ![[assets/images/260729_2255__龙虎榜__2858455482882241.jpg|1200]] ## 006. 8858455482882822 - 所属主题：[[topics/027|#东财 #半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448185881211) - 本地资源：[[assets/images/260729_2254__东财 _半导体__8858455482882822.jpg|8858455482882822]] ![[assets/images/260729_2254__东财 _半导体__8858455482882822.jpg|1200]] ## 007. 5121422415115244 - 所属主题：[[topics/028|#Anthropic #英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228184881828) - 本地资源：[[assets/images/260729_2253__Anthropic _英伟达__5121422415115244.jpg|5121422415115244]] ![[assets/images/260729_2253__Anthropic _英伟达__5121422415115244.jpg|1200]] ## 008. 1525122154555182 - 所属主题：[[topics/029|#乐鑫科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448185882482) - 本地资源：[[assets/images/260729_2252__乐鑫科技__1525122154555182.jpg|1525122154555182]] ![[assets/images/260729_2252__乐鑫科技__1525122154555182.jpg|1200]] ## 009. 8858455482885852 - 所属主题：[[topics/030|#可口可乐]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441812112814) - 本地资源：[[assets/images/260729_2251__可口可乐__8858455482885852.jpg|8858455482885852]] ![[assets/images/260729_2251__可口可乐__8858455482885852.jpg|1200]] ## 010. 8858455482885582 - 所属主题：[[topics/031|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448185885422) - 本地资源：[[assets/images/260729_2251__伊朗__8858455482885582.jpg|8858455482885582]] ![[assets/images/260729_2251__伊朗__8858455482885582.jpg|1200]] ## 011. 4848244285884818 - 所属主题：[[topics/031|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448185885422) - 本地资源：[[assets/images/260729_2251__伊朗__4848244285884818.jpg|4848244285884818]] ![[assets/images/260729_2251__伊朗__4848244285884818.jpg|1200]] ## 012. 4848244285841188 - 所属主题：[[topics/032|#香港 #银行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448185885841) - 本地资源：[[assets/images/260729_2251__香港 _银行__4848244285841188.jpg|4848244285841188]] ![[assets/images/260729_2251__香港 _银行__4848244285841188.jpg|1200]] ## 013. 5121422415128824 - 所属主题：[[topics/033|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448185885512) - 本地资源：[[assets/images/260729_2251__ETF__5121422415128824.jpg|5121422415128824]] ![[assets/images/260729_2251__ETF__5121422415128824.jpg|1200]] ## 014. 8858455482851442 - 所属主题：[[topics/034|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228184884488) - 本地资源：[[assets/images/260729_2250__AI__8858455482851442.jpg|8858455482851442]] ![[assets/images/260729_2250__AI__8858455482851442.jpg|1200]] ## 015. 1525122154528822 - 所属主题：[[topics/034|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228184884488) - 本地资源：[[assets/images/260729_2250__AI__1525122154528822.jpg|1525122154528822]] ![[assets/images/260729_2250__AI__1525122154528822.jpg|1200]] ## 016. 5121422415128584 - 所属主题：[[topics/035|2026年7月29日盘后讯，上海市商务委员会等8部门联合发布《上海市2026年消费品以I旧换新自主品类补贴政策实施细则》，其中，对个人消费者购买智能助行机(含电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448185854151) - 本地资源：[[assets/images/260729_2250_2026年7月29日盘后讯，上海市商务委员会等8部门联合发布《上海市2026年消费品以I旧换新自主品__5121422415128584.jpg|5121422415128584]] ![[assets/images/260729_2250_2026年7月29日盘后讯，上海市商务委员会等8部门联合发布《上海市2026年消费品以I旧换新自主品__5121422415128584.jpg|1200]] ## 017. 4848244285841558 - 所属主题：[[topics/036|2026年7月29日，据央视新闻报道，从国家药监局获悉，我国今天公告发布化妆品注册备案新举措，即日起实施。据了解，新举措鼓励国际化妆品新品在中国首发;在坚守安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228184842288) - 本地资源：[[assets/images/260729_2250_2026年7月29日，据央视新闻报道，从国家药监局获悉，我国今天公告发布化妆品注册备案新举措，即日起__4848244285841558.jpg|4848244285841558]] ![[assets/images/260729_2250_2026年7月29日，据央视新闻报道，从国家药监局获悉，我国今天公告发布化妆品注册备案新举措，即日起__4848244285841558.jpg|1200]] ## 018. 4848244285842828 - 所属主题：[[topics/037|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448185852121) - 本地资源：[[assets/images/260729_2249__监管__4848244285842828.jpg|4848244285842828]] ![[assets/images/260729_2249__监管__4848244285842828.jpg|1200]] ## 019. 1525122154524482 - 所属主题：[[topics/038|#黑毛 #摩根大通 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448185524411) - 本地资源：[[assets/images/260729_2248__黑毛 _摩根大通 _韩股__1525122154524482.jpg|1525122154524482]] ![[assets/images/260729_2248__黑毛 _摩根大通 _韩股__1525122154524482.jpg|1200]] ## 020. 8858455482851422 - 所属主题：[[topics/038|#黑毛 #摩根大通 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448185524411) - 本地资源：[[assets/images/260729_2248__黑毛 _摩根大通 _韩股__8858455482851422.jpg|8858455482851422]] ![[assets/images/260729_2248__黑毛 _摩根大通 _韩股__8858455482851422.jpg|1200]] ## 021. 2858455482852251 - 所属主题：[[topics/039|#海力士 #黑毛]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441812254144) - 本地资源：[[assets/images/260729_2248__海力士 _黑毛__2858455482852251.jpg|2858455482852251]] ![[assets/images/260729_2248__海力士 _黑毛__2858455482852251.jpg|1200]] ## 022. 8858455485128812 - 所属主题：[[topics/088|#奶制品]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115822184842) - 本地资源：[[assets/images/260729_2042__奶制品__8858455485128812.jpg|8858455485128812]] ![[assets/images/260729_2042__奶制品__8858455485128812.jpg|1200]] ## 023. 8858455485125282 - 所属主题：[[topics/089|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448155418281) - 本地资源：[[assets/images/260729_2041__市场__8858455485125282.jpg|8858455485125282]] ![[assets/images/260729_2041__市场__8858455485125282.jpg|1200]] ## 024. 5121422412815844 - 所属主题：[[topics/090|国家药监局关于化妆品注册备案有...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155451182) - 本地资源：[[assets/images/260729_2038_国家药监局关于化妆品注册备案有__5121422412815844.jpg|5121422412815844]] ![[assets/images/260729_2038_国家药监局关于化妆品注册备案有__5121422412815844.jpg|1200]] ## 025. 5121422412815454 - 所属主题：[[topics/091|#海通 #利率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115822121512) - 本地资源：[[assets/images/260729_2038__海通 _利率__5121422412815454.jpg|5121422412815454]] ![[assets/images/260729_2038__海通 _利率__5121422412815454.jpg|1200]] ## 026. 5121422412815414 - 所属主题：[[topics/092|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155454582) - 本地资源：[[assets/images/260729_2037__韩股__5121422412815414.jpg|5121422412815414]] ![[assets/images/260729_2037__韩股__5121422412815414.jpg|1200]] ## 027. 2858455485182241 - 所属主题：[[topics/093|【今日投资舆情热点】 1）乳业：机构称，近期多地散奶价格上涨，肉奶共振推动原奶周期向好，利好龙头液奶竞争格局改善。 2）AI应用：近日，Meta、OpenAI、]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155452122) - 本地资源：[[assets/images/260729_2037_【今日投资舆情热点】 1）乳业：机构称，近期多地散奶价格上涨，肉奶共振推动原奶周期向好，利好龙头液奶__2858455485182241.jpg|2858455485182241]] ![[assets/images/260729_2037_【今日投资舆情热点】 1）乳业：机构称，近期多地散奶价格上涨，肉奶共振推动原奶周期向好，利好龙头液奶__2858455485182241.jpg|1200]] ## 028. 1525122152854452 - 所属主题：[[topics/094|#Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448155452481) - 本地资源：[[assets/images/260729_2037__Kimi__1525122152854452.jpg|1525122152854452]] ![[assets/images/260729_2037__Kimi__1525122152854452.jpg|1200]] ## 029. 5121422412815524 - 所属主题：[[topics/095|#券商]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155452242) - 本地资源：[[assets/images/260729_2036__券商__5121422412815524.jpg|5121422412815524]] ![[assets/images/260729_2036__券商__5121422412815524.jpg|1200]] ## 030. 1525122128282442 - 所属主题：[[topics/096|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448155214511) - 本地资源：[[assets/images/260729_2034__市场__1525122128282442.jpg|1525122128282442]] ![[assets/images/260729_2034__市场__1525122128282442.jpg|1200]] ## 031. 2858455451518841 - 所属主题：[[topics/096|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448155214511) - 本地资源：[[assets/images/260729_2034__市场__2858455451518841.jpg|2858455451518841]] ![[assets/images/260729_2034__市场__2858455451518841.jpg|1200]] ## 032. 2858455451518421 - 所属主题：[[topics/096|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448155214511) - 本地资源：[[assets/images/260729_2034__市场__2858455451518421.jpg|2858455451518421]] ![[assets/images/260729_2034__市场__2858455451518421.jpg|1200]] ## 033. 5121422428281584 - 所属主题：[[topics/097|#Vertiv #半年报]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155212512) - 本地资源：[[assets/images/260729_2034__Vertiv _半年报__5121422428281584.jpg|5121422428281584]] ![[assets/images/260729_2034__Vertiv _半年报__5121422428281584.jpg|1200]] ## 034. 4848244241418818 - 所属主题：[[topics/098|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155218812) - 本地资源：[[assets/images/260729_2033__市场__4848244241418818.jpg|4848244241418818]] ![[assets/images/260729_2033__市场__4848244241418818.jpg|1200]] ## 035. 8858455451515282 - 所属主题：[[topics/099|#日历]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448155241151) - 本地资源：[[assets/images/260729_2032__日历__8858455451515282.jpg|8858455451515282]] ![[assets/images/260729_2032__日历__8858455451515282.jpg|1200]] ## 036. 1525122128282452 - 所属主题：[[topics/100|1.外围科技调整，A股今天走出独立行情，科技午后回升，其中长鑫科技午后积极走强，另外一方面红利权重方向继续走强。外围中东冲突仍在继续，中报披露季，美联储将于7月]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155241452) - 本地资源：[[assets/images/260729_2032_1.外围科技调整，A股今天走出独立行情，科技午后回升，其中长鑫科技午后积极走强，另外一方面红利权重方__1525122128282452.jpg|1525122128282452]] ![[assets/images/260729_2032_1.外围科技调整，A股今天走出独立行情，科技午后回升，其中长鑫科技午后积极走强，另外一方面红利权重方__1525122128282452.jpg|1200]] ## 037. 4848244241422888 - 所属主题：[[topics/101|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155221122) - 本地资源：[[assets/images/260729_2029__海力士__4848244241422888.jpg|4848244241422888]] ![[assets/images/260729_2029__海力士__4848244241422888.jpg|1200]] ## 038. 2858455451544541 - 所属主题：[[topics/102|#华熙生物]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155224112) - 本地资源：[[assets/images/260729_2029__华熙生物__2858455451544541.jpg|2858455451544541]] ![[assets/images/260729_2029__华熙生物__2858455451544541.jpg|1200]] ## 039. 2858455451544521 - 所属主题：[[topics/103|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448155224151) - 本地资源：[[assets/images/260729_2029__监管__2858455451544521.jpg|2858455451544521]] ![[assets/images/260729_2029__监管__2858455451544521.jpg|1200]] ## 040. 1525122128215212 - 所属主题：[[topics/104|#券商]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155814482) - 本地资源：[[assets/images/260729_2027__券商__1525122128215212.jpg|1525122128215212]] ![[assets/images/260729_2027__券商__1525122128215212.jpg|1200]] ## 041. 5121422428242444 - 所属主题：[[topics/105|#东吴 #电动车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441822181884) - 本地资源：[[assets/images/260729_2026__东吴 _电动车__5121422428242444.jpg|5121422428242444]] ![[assets/images/260729_2026__东吴 _电动车__5121422428242444.jpg|1200]] ## 042. 5121422428242824 - 所属主题：[[topics/105|#东吴 #电动车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441822181884) - 本地资源：[[assets/images/260729_2026__东吴 _电动车__5121422428242824.jpg|5121422428242824]] ![[assets/images/260729_2026__东吴 _电动车__5121422428242824.jpg|1200]] ## 043. 8858455451545512 - 所属主题：[[topics/107|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448155815552) - 本地资源：[[assets/images/260729_2024__AI__8858455451545512.jpg|8858455451545512]] ![[assets/images/260729_2024__AI__8858455451545512.jpg|1200]] ## 044. 4848244241451418 - 所属主题：[[topics/111|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228144821818) - 本地资源：[[assets/images/260729_2024__韩股__4848244241451418.jpg|4848244241451418]] ![[assets/images/260729_2024__韩股__4848244241451418.jpg|1200]] ## 045. 2858455451521881 - 所属主题：[[topics/111|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228144821818) - 本地资源：[[assets/images/260729_2024__韩股__2858455451521881.jpg|2858455451521881]] ![[assets/images/260729_2024__韩股__2858455451521881.jpg|1200]] ## 046. 2858455451524151 - 所属主题：[[topics/112|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115822511442) - 本地资源：[[assets/images/260729_2024__韩股__2858455451524151.jpg|2858455451524151]] ![[assets/images/260729_2024__韩股__2858455451524151.jpg|1200]] ## 047. 8858455451524212 - 所属主题：[[topics/115|韩国股吧#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115822511242) - 本地资源：[[assets/images/260729_2023_韩国股吧_韩股__8858455451524212.jpg|8858455451524212]] ![[assets/images/260729_2023_韩国股吧_韩股__8858455451524212.jpg|1200]] ## 048. 4848244241452288 - 所属主题：[[topics/115|韩国股吧#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115822511242) - 本地资源：[[assets/images/260729_2023_韩国股吧_韩股__4848244241452288.jpg|4848244241452288]] ![[assets/images/260729_2023_韩国股吧_韩股__4848244241452288.jpg|1200]] ## 049. 5121422428254544 - 所属主题：[[topics/116|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441822145824) - 本地资源：[[assets/images/260729_2023__AI__5121422428254544.jpg|5121422428254544]] ![[assets/images/260729_2023__AI__5121422428254544.jpg|1200]] ## 050. 5121422588442144 - 所属主题：[[topics/164|【独家｜蚂蚁数科开始筹备Pre-IPO轮融资】 知情人士透露，蚂蚁集团旗下子公司蚂蚁数科正在筹备 Pre-IPO 融资。今日《》已报道称，蚂蚁旗下独立数据库公司]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441445455844) - 本地资源：[[assets/images/260729_1448_【独家｜蚂蚁数科开始筹备Pre-IPO轮融资】 知情人士透露，蚂蚁集团旗下子公司蚂蚁数科正在筹备 P__5121422588442144.jpg|5121422588442144]] ![[assets/images/260729_1448_【独家｜蚂蚁数科开始筹备Pre-IPO轮融资】 知情人士透露，蚂蚁集团旗下子公司蚂蚁数科正在筹备 P__5121422588442144.jpg|1200]] ## 051. 2858455211445841 - 所属主题：[[topics/164|【独家｜蚂蚁数科开始筹备Pre-IPO轮融资】 知情人士透露，蚂蚁集团旗下子公司蚂蚁数科正在筹备 Pre-IPO 融资。今日《》已报道称，蚂蚁旗下独立数据库公司]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441445455844) - 本地资源：[[assets/images/260729_1448_【独家｜蚂蚁数科开始筹备Pre-IPO轮融资】 知情人士透露，蚂蚁集团旗下子公司蚂蚁数科正在筹备 P__2858455211445841.jpg|2858455211445841]] ![[assets/images/260729_1448_【独家｜蚂蚁数科开始筹备Pre-IPO轮融资】 知情人士透露，蚂蚁集团旗下子公司蚂蚁数科正在筹备 P__2858455211445841.jpg|1200]] ## 052. 5121422588452524 - 所属主题：[[topics/173|#东方港湾 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228225552128) - 本地资源：[[assets/images/260729_1440__东方港湾 _市场__5121422588452524.jpg|5121422588452524]] ![[assets/images/260729_1440__东方港湾 _市场__5121422588452524.jpg|1200]] ## 053. 5121422588452154 - 所属主题：[[topics/175|#美股 #数字货币]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448442224481) - 本地资源：[[assets/images/260729_1440__美股 _数字货币__5121422588452154.jpg|5121422588452154]] ![[assets/images/260729_1440__美股 _数字货币__5121422588452154.jpg|1200]] ## 054. 4848244511824558 - 所属主题：[[topics/191|#手机 #内存]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448421122181) - 本地资源：[[assets/images/260729_1348__手机 _内存__4848244511824558.jpg|4848244511824558]] ![[assets/images/260729_1348__手机 _内存__4848244511824558.jpg|1200]] ## 055. 8858455211845252 - 所属主题：[[topics/192|#新加坡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448421122441) - 本地资源：[[assets/images/260729_1348__新加坡__8858455211845252.jpg|8858455211845252]] ![[assets/images/260729_1348__新加坡__8858455211845252.jpg|1200]] ## 056. 4848244511414258 - 所属主题：[[topics/195|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448421411512) - 本地资源：[[assets/images/260729_1338__小光__4848244511414258.jpg|4848244511414258]] ![[assets/images/260729_1338__小光__4848244511414258.jpg|1200]] ## 057. 4848244511414518 - 所属主题：[[topics/196|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448421414421) - 本地资源：[[assets/images/260729_1337__市场__4848244511414518.jpg|4848244511414518]] ![[assets/images/260729_1337__市场__4848244511414518.jpg|1200]] ## 058. 1525122488282242 - 所属主题：[[topics/197|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448421412881) - 本地资源：[[assets/images/260729_1336__存储__1525122488282242.jpg|1525122488282242]] ![[assets/images/260729_1336__存储__1525122488282242.jpg|1200]] ## 059. 1525122488258422 - 所属主题：[[topics/202|#漫剧]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448421815842) - 本地资源：[[assets/images/260729_1314__漫剧__1525122488258422.jpg|1525122488258422]] ![[assets/images/260729_1314__漫剧__1525122488258422.jpg|1200]] ## 060. 1525122488251412 - 所属主题：[[topics/203|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115148582522) - 本地资源：[[assets/images/260729_1313__市场__1525122488251412.jpg|1525122488251412]] ![[assets/images/260729_1313__市场__1525122488251412.jpg|1200]] ## 061. 4848244511485288 - 所属主题：[[topics/204|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115148511552) - 本地资源：[[assets/images/260729_1313__小光__4848244511485288.jpg|4848244511485288]] ![[assets/images/260729_1313__小光__4848244511485288.jpg|1200]] ## 062. 2858455211585841 - 所属主题：[[topics/211|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448421822411) - 本地资源：[[assets/images/260729_1310__市场__2858455211585841.jpg|2858455211585841]] ![[assets/images/260729_1310__市场__2858455211585841.jpg|1200]] ## 063. 1525122488252512 - 所属主题：[[topics/212|#价格]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441458155444) - 本地资源：[[assets/images/260729_1310__价格__1525122488252512.jpg|1525122488252512]] ![[assets/images/260729_1310__价格__1525122488252512.jpg|1200]] ## 064. 5121422584841884 - 所属主题：[[topics/214|#机器人 #逆变器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448421822881) - 本地资源：[[assets/images/260729_1309__机器人 _逆变器__5121422584841884.jpg|5121422584841884]] ![[assets/images/260729_1309__机器人 _逆变器__5121422584841884.jpg|1200]] ## 065. 5121422584841484 - 所属主题：[[topics/216|#指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115148545882) - 本地资源：[[assets/images/260729_1309__指数__5121422584841484.jpg|5121422584841484]] ![[assets/images/260729_1309__指数__5121422584841484.jpg|1200]] ## 066. 8858455214121152 - 所属主题：[[topics/228|#三星]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228251888528) - 本地资源：[[assets/images/260729_1306__三星__8858455214121152.jpg|8858455214121152]] ![[assets/images/260729_1306__三星__8858455214121152.jpg|1200]] ## 067. 2858455214121481 - 所属主题：[[topics/231|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448421885151) - 本地资源：[[assets/images/260729_1306__存储__2858455214121481.jpg|2858455214121481]] ![[assets/images/260729_1306__存储__2858455214121481.jpg|1200]] ## 068. 4848244512151518 - 所属主题：[[topics/232|#指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228251841188) - 本地资源：[[assets/images/260729_1305__指数__4848244512151518.jpg|4848244512151518]] ![[assets/images/260729_1305__指数__4848244512151518.jpg|1200]] ## 069. 2858455214121841 - 所属主题：[[topics/235|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448421851822) - 本地资源：[[assets/images/260729_1305__AI__2858455214121841.jpg|2858455214121841]] ![[assets/images/260729_1305__AI__2858455214121841.jpg|1200]] ## 070. 5121422584858214 - 所属主题：[[topics/239|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228251424528) - 本地资源：[[assets/images/260729_1304__海力士__5121422584858214.jpg|5121422584858214]] ![[assets/images/260729_1304__海力士__5121422584858214.jpg|1200]] ## 071. 4848244512151418 - 所属主题：[[topics/239|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228251424528) - 本地资源：[[assets/images/260729_1304__海力士__4848244512151418.jpg|4848244512151418]] ![[assets/images/260729_1304__海力士__4848244512151418.jpg|1200]] ## 072. 8858455214124112 - 所属主题：[[topics/241|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441458242144) - 本地资源：[[assets/images/260729_1304__韩股__8858455214124112.jpg|8858455214124112]] ![[assets/images/260729_1304__韩股__8858455214124112.jpg|1200]] ## 073. 4848244512155148 - 所属主题：[[topics/245|#天风 #染料]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448421524211) - 本地资源：[[assets/images/260729_1303__天风 _染料__4848244512155148.jpg|4848244512155148]] ![[assets/images/260729_1303__天风 _染料__4848244512155148.jpg|1200]] ## 074. 4848244512441818 - 所属主题：[[topics/252|安徽卫视开播AI短剧，网友热议]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441552115214) - 本地资源：[[assets/images/260729_1105_安徽卫视开播AI短剧，网友热议__4848244512441818.jpg|4848244512441818]] ![[assets/images/260729_1105_安徽卫视开播AI短剧，网友热议__4848244512441818.jpg|1200]] ## 075. 2858455212182111 - 所属主题：[[topics/254|#政治局会议]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115442214522) - 本地资源：[[assets/images/260729_1056__政治局会议__2858455212182111.jpg|2858455212182111]] ![[assets/images/260729_1056__政治局会议__2858455212182111.jpg|1200]] ## 076. 4848244515185158 - 所属主题：[[topics/255|#轴向磁通电机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115442214282) - 本地资源：[[assets/images/260729_1056__轴向磁通电机__4848244515185158.jpg|4848244515185158]] ![[assets/images/260729_1056__轴向磁通电机__4848244515185158.jpg|1200]] ## 077. 8858455212188182 - 所属主题：[[topics/256|#AI教育]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448225548242) - 本地资源：[[assets/images/260729_1055__AI教育__8858455212188182.jpg|8858455212188182]] ![[assets/images/260729_1055__AI教育__8858455212188182.jpg|1200]] ## 078. 1525122484855522 - 所属主题：[[topics/258|#盘中宝 #风能]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115442225512) - 本地资源：[[assets/images/260729_1054__盘中宝 _风能__1525122484855522.jpg|1525122484855522]] ![[assets/images/260729_1054__盘中宝 _风能__1525122484855522.jpg|1200]] ## 079. 1525122484828882 - 所属主题：[[topics/260|#融资]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441552222414) - 本地资源：[[assets/images/260729_1054__融资__1525122484828882.jpg|1525122484828882]] ![[assets/images/260729_1054__融资__1525122484828882.jpg|1200]] ## 080. 4848244515141488 - 所属主题：[[topics/262|#光伏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448281114811) - 本地资源：[[assets/images/260729_1052__光伏__4848244515141488.jpg|4848244515141488]] ![[assets/images/260729_1052__光伏__4848244515141488.jpg|1200]] ## 081. 1525122484828222 - 所属主题：[[topics/264|#市场 #业绩]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441518884244) - 本地资源：[[assets/images/260729_1052__市场 _业绩__1525122484828222.jpg|1525122484828222]] ![[assets/images/260729_1052__市场 _业绩__1525122484828222.jpg|1200]] ## 082. 2858455212154181 - 所属主题：[[topics/266|#再生铜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448281112542) - 本地资源：[[assets/images/260729_1052__再生铜__2858455212154181.jpg|2858455212154181]] ![[assets/images/260729_1052__再生铜__2858455212154181.jpg|1200]] ## 083. 2858455212154441 - 所属主题：[[topics/267|7月31日周五开幕，周末人气直接拉爆，周末最大的话题度 整个chinajoy都是 顺网 重视顺网科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441518881814) - 本地资源：[[assets/images/260729_1052_7月31日周五开幕，周末人气直接拉爆，周末最大的话题度 整个chinajoy都是 顺网 重视顺网科技__2858455212154441.jpg|2858455212154441]] ![[assets/images/260729_1052_7月31日周五开幕，周末人气直接拉爆，周末最大的话题度 整个chinajoy都是 顺网 重视顺网科技__2858455212154441.jpg|1200]] ## 084. 4848244515188248 - 所属主题：[[topics/267|7月31日周五开幕，周末人气直接拉爆，周末最大的话题度 整个chinajoy都是 顺网 重视顺网科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441518881814) - 本地资源：[[assets/images/260729_1052_7月31日周五开幕，周末人气直接拉爆，周末最大的话题度 整个chinajoy都是 顺网 重视顺网科技__4848244515188248.jpg|4848244515188248]] ![[assets/images/260729_1052_7月31日周五开幕，周末人气直接拉爆，周末最大的话题度 整个chinajoy都是 顺网 重视顺网科技__4848244515188248.jpg|1200]] ## 085. 5121422585825244 - 所属主题：[[topics/273|#固收 #宏观]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448281144522) - 本地资源：[[assets/images/260729_1050__固收 _宏观__5121422585825244.jpg|5121422585825244]] ![[assets/images/260729_1050__固收 _宏观__5121422585825244.jpg|1200]] ## 086. 8858455215415422 - 所属主题：[[topics/285|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441514855224) - 本地资源：[[assets/images/260729_1010__小光__8858455215415422.jpg|8858455215415422]] ![[assets/images/260729_1010__小光__8858455215415422.jpg|1200]] ## 087. 2858455215448211 - 所属主题：[[topics/287|#光伏 #电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115451148542) - 本地资源：[[assets/images/260729_1005__光伏 _电力__2858455215448211.jpg|2858455215448211]] ![[assets/images/260729_1005__光伏 _电力__2858455215448211.jpg|1200]] ## 088. 5121422582442184 - 所属主题：[[topics/288|【加强版“动力心脏”全球爆单 订单已排到2027年】财联社7月29日电，在浙江金华的一家轴向磁通电机的生产企业里，诞生了全球首条规模化轴向磁通电机量产线。工厂内]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441514454184) - 本地资源：[[assets/images/260729_1005_【加强版“动力心脏”全球爆单 订单已排到2027年】财联社7月29日电，在浙江金华的一家轴向磁通电机__5121422582442184.jpg|5121422582442184]] ![[assets/images/260729_1005_【加强版“动力心脏”全球爆单 订单已排到2027年】财联社7月29日电，在浙江金华的一家轴向磁通电机__5121422582442184.jpg|1200]] ## 089. 4848244514224458 - 所属主题：[[topics/289|#端侧AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228582255448) - 本地资源：[[assets/images/260729_1004__端侧AI__4848244514224458.jpg|4848244514224458]] ![[assets/images/260729_1004__端侧AI__4848244514224458.jpg|1200]] ## 090. 8858455215424422 - 所属主题：[[topics/292|#机器人 #电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115451145512) - 本地资源：[[assets/images/260729_1004__机器人 _电力__8858455215424422.jpg|8858455215424422]] ![[assets/images/260729_1004__机器人 _电力__8858455215424422.jpg|1200]] ## 091. 2858455215424211 - 所属主题：[[topics/294|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448284425512) - 本地资源：[[assets/images/260729_1003__监管__2858455215424211.jpg|2858455215424211]] ![[assets/images/260729_1003__监管__2858455215424211.jpg|1200]] ## 092. 2858455215252441 - 所属主题：[[topics/308|#北京文化]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441511112244) - 本地资源：[[assets/images/260729_0934__北京文化__2858455215252441.jpg|2858455215252441]] ![[assets/images/260729_0934__北京文化__2858455215252441.jpg|1200]] ## 093. 4848244514548858 - 所属主题：[[topics/309|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448288855421) - 本地资源：[[assets/images/260729_0932__研选__4848244514548858.jpg|4848244514548858]] ![[assets/images/260729_0932__研选__4848244514548858.jpg|1200]] ## 094. 1525122482425522 - 所属主题：[[topics/310|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448288855242) - 本地资源：[[assets/images/260729_0931__ETF__1525122482425522.jpg|1525122482425522]] ![[assets/images/260729_0931__ETF__1525122482425522.jpg|1200]] ## 095. 8858455215258582 - 所属主题：[[topics/311|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441511122214) - 本地资源：[[assets/images/260729_0931__九点特供__8858455215258582.jpg|8858455215258582]] ![[assets/images/260729_0931__九点特供__8858455215258582.jpg|1200]] ## 096. 8858455215255142 - 所属主题：[[topics/312|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115455522222) - 本地资源：[[assets/images/260729_0931__电报解读__8858455215255142.jpg|8858455215255142]] ![[assets/images/260729_0931__电报解读__8858455215255142.jpg|1200]] ## 097. 2858455215255121 - 所属主题：[[topics/313|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228588458248) - 本地资源：[[assets/images/260729_0931__OpenAI__2858455215255121.jpg|2858455215255121]] ![[assets/images/260729_0931__OpenAI__2858455215255121.jpg|1200]] ## 098. 8858455215811412 - 所属主题：[[topics/314|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448288581221) - 本地资源：[[assets/images/260729_0930__小光__8858455215811412.jpg|8858455215811412]] ![[assets/images/260729_0930__小光__8858455215811412.jpg|1200]] ## 099. 4848244514811528 - 所属主题：[[topics/315|#高盛 #美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228588485558) - 本地资源：[[assets/images/260729_0930__高盛 _美股__4848244514811528.jpg|4848244514811528]] ![[assets/images/260729_0930__高盛 _美股__4848244514811528.jpg|1200]] ## 100. 8858455215814452 - 所属主题：[[topics/318|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441511222824) - 本地资源：[[assets/images/260729_0927__OpenAI__8858455215814452.jpg|8858455215814452]] ![[assets/images/260729_0927__OpenAI__8858455215814452.jpg|1200]] ## 101. 2858455215812441 - 所属主题：[[topics/319|#高盛 #IPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228584111518) - 本地资源：[[assets/images/260729_0927__高盛 _IPO__2858455215812441.jpg|2858455215812441]] ![[assets/images/260729_0927__高盛 _IPO__2858455215812441.jpg|1200]] ## 102. 1525122482222222 - 所属主题：[[topics/367|#黑毛 #海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448251222252) - 本地资源：[[assets/images/260729_0859__黑毛 _海力士__1525122482222222.jpg|1525122482222222]] ![[assets/images/260729_0859__黑毛 _海力士__1525122482222222.jpg|1200]] ## 103. 4848244521111188 - 所属主题：[[topics/368|#电影]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228541554288) - 本地资源：[[assets/images/260729_0858__电影__4848244521111188.jpg|4848244521111188]] ![[assets/images/260729_0858__电影__4848244521111188.jpg|1200]] ## 104. 5121422548888844 - 所属主题：[[topics/368|#电影]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228541554288) - 本地资源：[[assets/images/260729_0858__电影__5121422548888844.jpg|5121422548888844]] ![[assets/images/260729_0858__电影__5121422548888844.jpg|1200]] ## 105. 1525122418888482 - 所属主题：[[topics/369|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115428428842) - 本地资源：[[assets/images/260729_0857__霍尔木兹海峡__1525122418888482.jpg|1525122418888482]] ![[assets/images/260729_0857__霍尔木兹海峡__1525122418888482.jpg|1200]] ## 106. 8858455241111282 - 所属主题：[[topics/370|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448251251882) - 本地资源：[[assets/images/260729_0857__存储__8858455241111282.jpg|8858455241111282]] ![[assets/images/260729_0857__存储__8858455241111282.jpg|1200]] ## 107. 5121422548884284 - 所属主题：[[topics/371|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448251258152) - 本地资源：[[assets/images/260729_0857__监管__5121422548884284.jpg|5121422548884284]] ![[assets/images/260729_0857__监管__5121422548884284.jpg|1200]] ## 108. 4848244521241158 - 所属主题：[[topics/400|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544228548825118) - 本地资源：[[assets/images/260729_0813__全知道__4848244521241158.jpg|4848244521241158]] ![[assets/images/260729_0813__全知道__4848244521241158.jpg|1200]] ## 109. 1525122418128142 - 所属主题：[[topics/401|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448258842421) - 本地资源：[[assets/images/260729_0813__存储__1525122418128142.jpg|1525122418128142]] ![[assets/images/260729_0813__存储__1525122418128142.jpg|1200]] ## 110. 4848244521241258 - 所属主题：[[topics/401|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448258842421) - 本地资源：[[assets/images/260729_0813__存储__4848244521241258.jpg|4848244521241258]] ![[assets/images/260729_0813__存储__4848244521241258.jpg|1200]] ## 111. 2858455241451811 - 所属主题：[[topics/402|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448258842512) - 本地资源：[[assets/images/260729_0813__监管__2858455241451811.jpg|2858455241451811]] ![[assets/images/260729_0813__监管__2858455241451811.jpg|1200]] ## 112. 8858455241451812 - 所属主题：[[topics/404|#ASML]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115425514222) - 本地资源：[[assets/images/260729_0813__ASML__8858455241451812.jpg|8858455241451812]] ![[assets/images/260729_0813__ASML__8858455241451812.jpg|1200]] ## 113. 2858455241454221 - 所属主题：[[topics/406|#伊朗 #原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448258845411) - 本地资源：[[assets/images/260729_0812__伊朗 _原油__2858455241454221.jpg|2858455241454221]] ![[assets/images/260729_0812__伊朗 _原油__2858455241454221.jpg|1200]] ## 114. 8858455241454252 - 所属主题：[[topics/408|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522441521142514) - 本地资源：[[assets/images/260729_0812__英伟达__8858455241454252.jpg|8858455241454252]] ![[assets/images/260729_0812__英伟达__8858455241454252.jpg|1200]] ## 115. 5121422548424184 - 所属主题：[[topics/410|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448258845882) - 本地资源：[[assets/images/260729_0812__彭博新闻 _市场__5121422548424184.jpg|5121422548424184]] ![[assets/images/260729_0812__彭博新闻 _市场__5121422548424184.jpg|1200]] ## 116. 2858455241454841 - 所属主题：[[topics/411|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448258845541) - 本地资源：[[assets/images/260729_0812__海力士__2858455241454841.jpg|2858455241454841]] ![[assets/images/260729_0812__海力士__2858455241454841.jpg|1200]] ## 117. 4848244521245158 - 所属主题：[[topics/414|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422115425541852) - 本地资源：[[assets/images/260729_0811__MLCC__4848244521245158.jpg|4848244521245158]] ![[assets/images/260729_0811__MLCC__4848244521245158.jpg|1200]] ## 118. 1525122418124122 - 所属主题：[[topics/416|#DUV]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255448258824241) - 本地资源：[[assets/images/260729_0811__DUV__1525122418124122.jpg|1525122418124122]] ![[assets/images/260729_0811__DUV__1525122418124122.jpg|1200]] ## 119. 8858455241452282 - 所属主题：[[topics/418|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255448258824822) - 本地资源：[[assets/images/260729_0811__海力士__8858455241452282.jpg|8858455241452282]] ![[assets/images/260729_0811__海力士__8858455241452282.jpg|1200]] ## 120. 5121422548588154 - 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