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所属主题：[[topics/094|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111445845552) - 本地资源：[[assets/images/260803_2122__市场__8858458242252882.jpg|8858458242252882]] ![[assets/images/260803_2122__市场__8858458242252882.jpg|1200]] ## 025. 2858458242252521 - 所属主题：[[topics/095|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222558158458) - 本地资源：[[assets/images/260803_2122__韩股__2858458242252521.jpg|2858458242252521]] ![[assets/images/260803_2122__韩股__2858458242252521.jpg|1200]] ## 026. 4848248525548448 - 所属主题：[[topics/096|G-巨湾技研 突破安全大考｜巨湾固态电池完成新国标针刺试验 华锋股份与巨湾技研设立合资公司，华锋占股60%，巨湾技研占股 40%]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111445842222) - 本地资源：[[assets/images/260803_2121_G-巨湾技研 突破安全大考｜巨湾固态电池完成新国标针刺试验 华锋股份与巨湾技研设立合资公司，华锋占股__4848248525548448.jpg|4848248525548448]] ![[assets/images/260803_2121_G-巨湾技研 突破安全大考｜巨湾固态电池完成新国标针刺试验 华锋股份与巨湾技研设立合资公司，华锋占股__4848248525548448.jpg|1200]] ## 027. 2858458242255421 - 所属主题：[[topics/097|#财通 #逆回购]] - 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星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111445858252) - 本地资源：[[assets/images/260803_2120__市场__5121421545188224.jpg|5121421545188224]] ![[assets/images/260803_2120__市场__5121421545188224.jpg|1200]] ## 031. 2858458242255841 - 所属主题：[[topics/100|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111445858252) - 本地资源：[[assets/images/260803_2120__市场__2858458242255841.jpg|2858458242255841]] ![[assets/images/260803_2120__市场__2858458242255841.jpg|1200]] ## 032. 4848248525544588 - 所属主题：[[topics/101|#电子布]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111445851522) - 本地资源：[[assets/images/260803_2120__电子布__4848248525544588.jpg|4848248525544588]] ![[assets/images/260803_2120__电子布__4848248525544588.jpg|1200]] ## 033. 4848248525811458 - 所属主题：[[topics/102|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444551815154) - 本地资源：[[assets/images/260803_2120__市场__4848248525811458.jpg|4848248525811458]] ![[assets/images/260803_2120__市场__4848248525811458.jpg|1200]] ## 034. 4848248521254548 - 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所属主题：[[topics/109|#高盛 #港股 #沪深港通]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444228411452) - 本地资源：[[assets/images/260803_2115__高盛 _港股 _沪深港通__1525125414518852.jpg|1525125414518852]] ![[assets/images/260803_2115__高盛 _港股 _沪深港通__1525125414518852.jpg|1200]] ## 042. 1525125414518142 - 所属主题：[[topics/110|#东财]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111445188522) - 本地资源：[[assets/images/260803_2114__东财__1525125414518142.jpg|1525125414518142]] ![[assets/images/260803_2114__东财__1525125414518142.jpg|1200]] ## 043. 2858458242841211 - 所属主题：[[topics/111|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111445188242) - 本地资源：[[assets/images/260803_2114__Deepseek__2858458242841211.jpg|2858458242841211]] ![[assets/images/260803_2114__Deepseek__2858458242841211.jpg|1200]] ## 044. 1525125414518542 - 所属主题：[[topics/112|1.科技方向仍有变数，科技当前的问题在于“反弹能不能创新高”导致了反身性，如果大家都觉得这次科技起来是难出新高，那到最后可能仅仅只是一次反弹。 美股科技方向有往]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222558254818) - 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所属主题：[[topics/174|#Rubin #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444525441414) - 本地资源：[[assets/images/260803_1409__Rubin _存储__2858458222425441.jpg|2858458222425441]] ![[assets/images/260803_1409__Rubin _存储__2858458222425441.jpg|1200]] ## 049. 4848248555281458 - 所属主题：[[topics/175|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222545255828) - 本地资源：[[assets/images/260803_1406__小光__4848248555281458.jpg|4848248555281458]] ![[assets/images/260803_1406__小光__4848248555281458.jpg|1200]] ## 050. 1525125444151142 - 所属主题：[[topics/177|#京东 #AI头盔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111424142282) - 本地资源：[[assets/images/260803_1405__京东 _AI头盔__1525125444151142.jpg|1525125444151142]] ![[assets/images/260803_1405__京东 _AI头盔__1525125444151142.jpg|1200]] ## 051. 8858458222484152 - 所属主题：[[topics/177|#京东 #AI头盔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111424142282) - 本地资源：[[assets/images/260803_1405__京东 _AI头盔__8858458222484152.jpg|8858458222484152]] ![[assets/images/260803_1405__京东 _AI头盔__8858458222484152.jpg|1200]] ## 052. 5121421555414524 - 所属主题：[[topics/178|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222545282228) - 本地资源：[[assets/images/260803_1405__Deepseek__5121421555414524.jpg|5121421555414524]] ![[assets/images/260803_1405__Deepseek__5121421555414524.jpg|1200]] ## 053. 5121421555415144 - 所属主题：[[topics/179|#黑毛 #联发科]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444252484812) - 本地资源：[[assets/images/260803_1405__黑毛 _联发科__5121421555415144.jpg|5121421555415144]] ![[assets/images/260803_1405__黑毛 _联发科__5121421555415144.jpg|1200]] ## 054. 8858458222482822 - 所属主题：[[topics/180|#电影]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444252482852) - 本地资源：[[assets/images/260803_1404__电影__8858458222482822.jpg|8858458222482822]] ![[assets/images/260803_1404__电影__8858458222482822.jpg|1200]] ## 055. 2858458222482581 - 所属主题：[[topics/181|#阿里巴巴 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111424155142) - 本地资源：[[assets/images/260803_1404__阿里巴巴 _AI__2858458222482581.jpg|2858458222482581]] ![[assets/images/260803_1404__阿里巴巴 _AI__2858458222482581.jpg|1200]] ## 056. 2858458222482551 - 所属主题：[[topics/182|#融资]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444252488822) - 本地资源：[[assets/images/260803_1403__融资__2858458222482551.jpg|2858458222482551]] ![[assets/images/260803_1403__融资__2858458222482551.jpg|1200]] ## 057. 1525125444155182 - 所属主题：[[topics/183|#美股 #日历]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444525428414) - 本地资源：[[assets/images/260803_1403__美股 _日历__1525125444155182.jpg|1525125444155182]] ![[assets/images/260803_1403__美股 _日历__1525125444155182.jpg|1200]] ## 058. 5121421555411524 - 所属主题：[[topics/184|#谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444525428184) - 本地资源：[[assets/images/260803_1402__谷歌__5121421555411524.jpg|5121421555411524]] ![[assets/images/260803_1402__谷歌__5121421555411524.jpg|1200]] ## 059. 5121421555412114 - 所属主题：[[topics/185|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222545245118) - 本地资源：[[assets/images/260803_1402__存储__5121421555412114.jpg|5121421555412114]] ![[assets/images/260803_1402__存储__5121421555412114.jpg|1200]] ## 060. 8858458222488512 - 所属主题：[[topics/185|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222545245118) - 本地资源：[[assets/images/260803_1402__存储__8858458222488512.jpg|8858458222488512]] ![[assets/images/260803_1402__存储__8858458222488512.jpg|1200]] ## 061. 2858458222451111 - 所属主题：[[topics/186|【四川出台算力发展新方案 到二〇二八年底建成西部算力高地】 近日，四川省发展改革委发布《四川省推进算力设施优化布局提质建设和算电融合发展实施方案（2026—20]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222545245848) - 本地资源：[[assets/images/260803_1401_【四川出台算力发展新方案 到二〇二八年底建成西部算力高地】 近日，四川省发展改革委发布《四川省推进算__2858458222451111.jpg|2858458222451111]] ![[assets/images/260803_1401_【四川出台算力发展新方案 到二〇二八年底建成西部算力高地】 近日，四川省发展改革委发布《四川省推进算__2858458222451111.jpg|1200]] ## 062. 8858458222451412 - 所属主题：[[topics/187|#氢能]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444252224241) - 本地资源：[[assets/images/260803_1401__氢能__8858458222451412.jpg|8858458222451412]] ![[assets/images/260803_1401__氢能__8858458222451412.jpg|1200]] ## 063. 4848248555521288 - 所属主题：[[topics/188|#市场 #中欧 #基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444525148154) - 本地资源：[[assets/images/260803_1349__市场 _中欧 _基金__4848248555521288.jpg|4848248555521288]] ![[assets/images/260803_1349__市场 _中欧 _基金__4848248555521288.jpg|1200]] ## 064. 4848248555584518 - 所属主题：[[topics/189|#北部湾经济区]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444252885812) - 本地资源：[[assets/images/260803_1348__北部湾经济区__4848248555584518.jpg|4848248555584518]] ![[assets/images/260803_1348__北部湾经济区__4848248555584518.jpg|1200]] ## 065. 8858458222285512 - 所属主题：[[topics/190|#光通信 #CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111424521882) - 本地资源：[[assets/images/260803_1347__光通信 _CPO__8858458222285512.jpg|8858458222285512]] ![[assets/images/260803_1347__光通信 _CPO__8858458222285512.jpg|1200]] ## 066. 4848248555584858 - 所属主题：[[topics/190|#光通信 #CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111424521882) - 本地资源：[[assets/images/260803_1347__光通信 _CPO__4848248555584858.jpg|4848248555584858]] ![[assets/images/260803_1347__光通信 _CPO__4848248555584858.jpg|1200]] ## 067. 2858458222285821 - 所属主题：[[topics/190|#光通信 #CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111424521882) - 本地资源：[[assets/images/260803_1347__光通信 _CPO__2858458222285821.jpg|2858458222285821]] ![[assets/images/260803_1347__光通信 _CPO__2858458222285821.jpg|1200]] ## 068. 5121421555512224 - 所属主题：[[topics/192|#白银 #半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222545842828) - 本地资源：[[assets/images/260803_1347__白银 _半导体__5121421555512224.jpg|5121421555512224]] ![[assets/images/260803_1347__白银 _半导体__5121421555512224.jpg|1200]] ## 069. 2858458222251121 - 所属主题：[[topics/193|最近按总价段来看，除了上海之外，苏州（低总价）和合肥全总价段表现不错，其他都有点弱]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444252852122) - 本地资源：[[assets/images/260803_1347_最近按总价段来看，除了上海之外，苏州（低总价）和合肥全总价段表现不错，其他都有点弱__2858458222251121.jpg|2858458222251121]] ![[assets/images/260803_1347_最近按总价段来看，除了上海之外，苏州（低总价）和合肥全总价段表现不错，其他都有点弱__2858458222251121.jpg|1200]] ## 070. 2858458222252151 - 所属主题：[[topics/197|#申万 #数据库 #8月金股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222545411218) - 本地资源：[[assets/images/260803_1345__申万 _数据库 _8月金股__2858458222252151.jpg|2858458222252151]] ![[assets/images/260803_1345__申万 _数据库 _8月金股__2858458222252151.jpg|1200]] ## 071. 4848248555545218 - 所属主题：[[topics/200|电子布8月涨价落地【中泰建材&化工|孙颖团队】 1、布：厚布7628涨1.5元/米至10.1元/米（+17.5%）；薄布2116涨1.85元/米至12.7元/米]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111424288512) - 本地资源：[[assets/images/260803_1345_电子布8月涨价落地【中泰建材&化工 孙颖团队】 1、布：厚布7628涨1.5元 米至10.1元 米（__4848248555545218.jpg|4848248555545218]] ![[assets/images/260803_1345_电子布8月涨价落地【中泰建材&化工 孙颖团队】 1、布：厚布7628涨1.5元 米至10.1元 米（__4848248555545218.jpg|1200]] ## 072. 8858458222252222 - 所属主题：[[topics/203|[礼物]复习一下Rubin ultra的scale-up光互联 - Rubin ultra NVL576或采用8个Oberon的NVL72机柜，柜间走scale]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444525284814) - 本地资源：[[assets/images/260803_1344__礼物_复习一下Rubin ultra的scale-up光互联 - Rubin ultra NVL5__8858458222252222.jpg|8858458222252222]] ![[assets/images/260803_1344__礼物_复习一下Rubin ultra的scale-up光互联 - Rubin ultra NVL5__8858458222252222.jpg|1200]] ## 073. 4848248554221828 - 所属主题：[[topics/264|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222821221848) - 本地资源：[[assets/images/260803_1034__小光__4848248554221828.jpg|4848248554221828]] ![[assets/images/260803_1034__小光__4848248554221828.jpg|1200]] ## 074. 5121421552448184 - 所属主题：[[topics/264|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222821221848) - 本地资源：[[assets/images/260803_1034__小光__5121421552448184.jpg|5121421552448184]] ![[assets/images/260803_1034__小光__5121421552448184.jpg|1200]] ## 075. 1525125442115412 - 所属主题：[[topics/266|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444841241141) - 本地资源：[[assets/images/260803_1029__韩股__1525125442115412.jpg|1525125442115412]] ![[assets/images/260803_1029__韩股__1525125442115412.jpg|1200]] ## 076. 4848248554224248 - 所属主题：[[topics/267|电网作为为数不多内需+AI驱动双重抓手的方向，# 建议重点关注三条主线： 1）特高压主设备： 国电南瑞、中国西电、平高电气、许继电气。 2）变压器、高压开关及海]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222821521228) - 本地资源：[[assets/images/260803_1029_电网作为为数不多内需+AI驱动双重抓手的方向，_ 建议重点关注三条主线： 1）特高压主设备： 国电南__4848248554224248.jpg|4848248554224248]] ![[assets/images/260803_1029_电网作为为数不多内需+AI驱动双重抓手的方向，_ 建议重点关注三条主线： 1）特高压主设备： 国电南__4848248554224248.jpg|1200]] ## 077. 2858458225421181 - 所属主题：[[topics/269|mcu涨价 国民技术]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444841245112) - 本地资源：[[assets/images/260803_1028_mcu涨价 国民技术__2858458225421181.jpg|2858458225421181]] ![[assets/images/260803_1028_mcu涨价 国民技术__2858458225421181.jpg|1200]] ## 078. 1525125442148182 - 所属主题：[[topics/270|#厄尔尼诺]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444148542124) - 本地资源：[[assets/images/260803_1027__厄尔尼诺__1525125442148182.jpg|1525125442148182]] ![[assets/images/260803_1027__厄尔尼诺__1525125442148182.jpg|1200]] ## 079. 2858458284425121 - 所属主题：[[topics/281|厄尔尼诺 赞宇科技（棕榈油） 中粮糖业（糖） 新赛谷份（棉花） 敦煌种业（种子）]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111511451222) - 本地资源：[[assets/images/260803_0952_厄尔尼诺 赞宇科技（棕榈油） 中粮糖业（糖） 新赛谷份（棉花） 敦煌种业（种子）__2858458284425121.jpg|2858458284425121]] ![[assets/images/260803_0952_厄尔尼诺 赞宇科技（棕榈油） 中粮糖业（糖） 新赛谷份（棉花） 敦煌种业（种子）__2858458284425121.jpg|1200]] ## 080. 5121421514418524 - 所属主题：[[topics/284|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222822584588) - 本地资源：[[assets/images/260803_0951__ETF__5121421514418524.jpg|5121421514418524]] ![[assets/images/260803_0951__ETF__5121421514418524.jpg|1200]] ## 081. 2858458284481851 - 所属主题：[[topics/285|#盘中宝 #算力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444844848841) - 本地资源：[[assets/images/260803_0950__盘中宝 _算力__2858458284481851.jpg|2858458284481851]] ![[assets/images/260803_0950__盘中宝 _算力__2858458284481851.jpg|1200]] ## 082. 1525125451154482 - 所属主题：[[topics/286|主要车企7月销量：出口延续高景气 7月统计主要品牌合计销量169.7万辆，同比+15%、环比-1.6%；其中出口69.3万辆、内销100.4万辆，同比分别+93]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222822855218) - 本地资源：[[assets/images/260803_0949_主要车企7月销量：出口延续高景气 7月统计主要品牌合计销量169.7万辆，同比+15%、环比-1.6__1525125451154482.jpg|1525125451154482]] ![[assets/images/260803_0949_主要车企7月销量：出口延续高景气 7月统计主要品牌合计销量169.7万辆，同比+15%、环比-1.6__1525125451154482.jpg|1200]] ## 083. 2858458284482511 - 所属主题：[[topics/287|Frontier Lab 对 Anthropic、OpenAI 年度经常性收入（ARR）实时测算]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111511545842) - 本地资源：[[assets/images/260803_0948_Frontier Lab 对 Anthropic、OpenAI 年度经常性收入（ARR）实时测算__2858458284482511.jpg|2858458284482511]] ![[assets/images/260803_0948_Frontier Lab 对 Anthropic、OpenAI 年度经常性收入（ARR）实时测算__2858458284482511.jpg|1200]] ## 084. 2858458284228141 - 所属主题：[[topics/296|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444848255581) - 本地资源：[[assets/images/260803_0940__小光__2858458284228141.jpg|2858458284228141]] ![[assets/images/260803_0940__小光__2858458284228141.jpg|1200]] ## 085. 8858458284228222 - 所属主题：[[topics/304|#稀土永磁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444848815852) - 本地资源：[[assets/images/260803_0938__稀土永磁__8858458284228222.jpg|8858458284228222]] ![[assets/images/260803_0938__稀土永磁__8858458284228222.jpg|1200]] ## 086. 2858458284228521 - 所属主题：[[topics/308|#谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444848851221) - 本地资源：[[assets/images/260803_0937__谷歌__2858458284228521.jpg|2858458284228521]] ![[assets/images/260803_0937__谷歌__2858458284228521.jpg|1200]] ## 087. 5121421514518114 - 所属主题：[[topics/315|#房地产]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222828418548) - 本地资源：[[assets/images/260803_0935__房地产__5121421514518114.jpg|5121421514518114]] ![[assets/images/260803_0935__房地产__5121421514518114.jpg|1200]] ## 088. 5121421514518214 - 所属主题：[[topics/319|#汇率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444141248124) - 本地资源：[[assets/images/260803_0935__汇率__5121421514518214.jpg|5121421514518214]] ![[assets/images/260803_0935__汇率__5121421514518214.jpg|1200]] ## 089. 4848248582582158 - 所属主题：[[topics/322|#进出口]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222828422828) - 本地资源：[[assets/images/260803_0934__进出口__4848248582582158.jpg|4848248582582158]] ![[assets/images/260803_0934__进出口__4848248582582158.jpg|1200]] ## 090. 5121421514128124 - 所属主题：[[topics/346|#芯片 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111512544812) - 本地资源：[[assets/images/260803_0916__芯片 _韩股__5121421514128124.jpg|5121421514128124]] ![[assets/images/260803_0916__芯片 _韩股__5121421514128124.jpg|1200]] ## 091. 5121421514124454 - 所属主题：[[topics/351|#兴证 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444142281424) - 本地资源：[[assets/images/260803_0915__兴证 _MLCC__5121421514124454.jpg|5121421514124454]] ![[assets/images/260803_0915__兴证 _MLCC__5121421514124454.jpg|1200]] ## 092. 8858458284515122 - 所属主题：[[topics/356|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111548855882) - 本地资源：[[assets/images/260803_0907__红宝书__8858458284515122.jpg|8858458284515122]] ![[assets/images/260803_0907__红宝书__8858458284515122.jpg|1200]] ## 093. 2858458284544441 - 所属主题：[[topics/364|#电报解读 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444821414482) - 本地资源：[[assets/images/260803_0905__电报解读 _市场__2858458284544441.jpg|2858458284544441]] ![[assets/images/260803_0905__电报解读 _市场__2858458284544441.jpg|1200]] ## 094. 5121421514244424 - 所属主题：[[topics/365|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444821418442) - 本地资源：[[assets/images/260803_0905__九点特供__5121421514244424.jpg|5121421514244424]] ![[assets/images/260803_0905__九点特供__5121421514244424.jpg|1200]] ## 095. 8858458284544282 - 所属主题：[[topics/366|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111548185512) - 本地资源：[[assets/images/260803_0904__研选__8858458284544282.jpg|8858458284544282]] ![[assets/images/260803_0904__研选__8858458284544282.jpg|1200]] ## 096. 5121421514244284 - 所属主题：[[topics/367|#电子布]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444821482882) - 本地资源：[[assets/images/260803_0904__电子布__5121421514244284.jpg|5121421514244284]] ![[assets/images/260803_0904__电子布__5121421514244284.jpg|1200]] ## 097. Fp4z5QIMGM88dkC8IwxJJuYAtN18 - 所属主题：[[topics/367|#电子布]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444821482882) - 本地资源：[[assets/images/260803_0904__电子布__Fp4z5QIMGM88dkC8IwxJJuYAtN18.jpg|Fp4z5QIMGM88dkC8IwxJJuYAtN18]] ![[assets/images/260803_0904__电子布__Fp4z5QIMGM88dkC8IwxJJuYAtN18.jpg|1200]] ## 098. 5121421514241484 - 所属主题：[[topics/371|【长江电新】风电：7月风电招标放量，H2有望迎基本面拐点 1、据不完全统计，2026年1至7月风电招标57.94GW，同比+3.72%。其中， #陆风，1-7月]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444821454541) - 本地资源：[[assets/images/260803_0903_【长江电新】风电：7月风电招标放量，H2有望迎基本面拐点 1、据不完全统计，2026年1至7月风电招__5121421514241484.jpg|5121421514241484]] ![[assets/images/260803_0903_【长江电新】风电：7月风电招标放量，H2有望迎基本面拐点 1、据不完全统计，2026年1至7月风电招__5121421514241484.jpg|1200]] ## 099. 8858458282145582 - 所属主题：[[topics/391|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111244215112) - 本地资源：[[assets/images/260803_0848__监管__8858458282145582.jpg|8858458282145582]] ![[assets/images/260803_0848__监管__8858458282145582.jpg|1200]] ## 100. 2858458282122881 - 所属主题：[[topics/403|#高盛 #情绪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111244255852) - 本地资源：[[assets/images/260803_0845__高盛 _情绪__2858458282122881.jpg|2858458282122881]] ![[assets/images/260803_0845__高盛 _情绪__2858458282122881.jpg|1200]] ## 101. 5121421515584884 - 所属主题：[[topics/426|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444528855541) - 本地资源：[[assets/images/260803_0811__Anthropic__5121421515584884.jpg|5121421515584884]] ![[assets/images/260803_0811__Anthropic__5121421515584884.jpg|1200]] ## 102. 5121421515584814 - 所属主题：[[topics/427|#摩根士丹利 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444528511122) - 本地资源：[[assets/images/260803_0811__摩根士丹利 _韩股__5121421515584814.jpg|5121421515584814]] ![[assets/images/260803_0811__摩根士丹利 _韩股__5121421515584814.jpg|1200]] ## 103. 2858458282214481 - 所属主题：[[topics/428|#TSL机器人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111245245422) - 本地资源：[[assets/images/260803_0811__TSL机器人__2858458282214481.jpg|2858458282214481]] ![[assets/images/260803_0811__TSL机器人__2858458282214481.jpg|1200]] ## 104. 8858458282214152 - 所属主题：[[topics/428|#TSL机器人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111245245422) - 本地资源：[[assets/images/260803_0811__TSL机器人__8858458282214152.jpg|8858458282214152]] ![[assets/images/260803_0811__TSL机器人__8858458282214152.jpg|1200]] ## 105. 4848248585512518 - 所属主题：[[topics/429|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222458458488) - 本地资源：[[assets/images/260803_0810__监管__4848248585512518.jpg|4848248585512518]] ![[assets/images/260803_0810__监管__4848248585512518.jpg|1200]] ## 106. 5121421515584514 - 所属主题：[[topics/430|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444528525412) - 本地资源：[[assets/images/260803_0810__市场__5121421515584514.jpg|5121421515584514]] ![[assets/images/260803_0810__市场__5121421515584514.jpg|1200]] ## 107. 5121421515584144 - 所属主题：[[topics/431|#日股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111245242452) - 本地资源：[[assets/images/260803_0810__日股__5121421515584144.jpg|5121421515584144]] ![[assets/images/260803_0810__日股__5121421515584144.jpg|1200]] ## 108. 4848248585515828 - 所属主题：[[topics/432|#马来西亚 #稀土永磁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111245258212) - 本地资源：[[assets/images/260803_0810__马来西亚 _稀土永磁__4848248585515828.jpg|4848248585515828]] ![[assets/images/260803_0810__马来西亚 _稀土永磁__4848248585515828.jpg|1200]] ## 109. 5121421515585114 - 所属主题：[[topics/433|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444528584151) - 本地资源：[[assets/images/260803_0809__彭博新闻 _市场__5121421515585114.jpg|5121421515585114]] ![[assets/images/260803_0809__彭博新闻 _市场__5121421515585114.jpg|1200]] ## 110. 4848248585515488 - 所属主题：[[topics/434|#汇率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222458482828) - 本地资源：[[assets/images/260803_0809__汇率__4848248585515488.jpg|4848248585515488]] ![[assets/images/260803_0809__汇率__4848248585515488.jpg|1200]] ## 111. 4848248585515418 - 所属主题：[[topics/434|#汇率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222458482828) - 本地资源：[[assets/images/260803_0809__汇率__4848248585515418.jpg|4848248585515418]] ![[assets/images/260803_0809__汇率__4848248585515418.jpg|1200]] ## 112. 1525125454485812 - 所属主题：[[topics/435|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111245254512) - 本地资源：[[assets/images/260803_0809__伊朗__1525125454485812.jpg|1525125454485812]] ![[assets/images/260803_0809__伊朗__1525125454485812.jpg|1200]] ## 113. 4848248585518148 - 所属主题：[[topics/436|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444251215254) - 本地资源：[[assets/images/260803_0808__美联储__4848248585518148.jpg|4848248585518148]] ![[assets/images/260803_0808__美联储__4848248585518148.jpg|1200]] ## 114. 5121421515515514 - 所属主题：[[topics/446|#野村 #中际旭创]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111245221242) - 本地资源：[[assets/images/260803_0806__野村 _中际旭创__5121421515515514.jpg|5121421515515514]] ![[assets/images/260803_0806__野村 _中际旭创__5121421515515514.jpg|1200]] ## 115. 8858458282282422 - 所属主题：[[topics/446|#野村 #中际旭创]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111245221242) - 本地资源：[[assets/images/260803_0806__野村 _中际旭创__8858458282282422.jpg|8858458282282422]] ![[assets/images/260803_0806__野村 _中际旭创__8858458282282422.jpg|1200]] ## 116. 2858458282285121 - 所属主题：[[topics/455|#大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222454112188) - 本地资源：[[assets/images/260803_0804__大模型__2858458282285121.jpg|2858458282285121]] ![[assets/images/260803_0804__大模型__2858458282285121.jpg|1200]] ## 117. 4848248585584518 - 所属主题：[[topics/460|2026 WCLC会议创新药标题选编整理]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444252885254) - 本地资源：[[assets/images/260803_0803_2026 WCLC会议创新药标题选编整理__4848248585584518.jpg|4848248585584518]] ![[assets/images/260803_0803_2026 WCLC会议创新药标题选编整理__4848248585584518.jpg|1200]] ## 118. 4848248585584288 - 所属主题：[[topics/460|2026 WCLC会议创新药标题选编整理]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444252885254) - 本地资源：[[assets/images/260803_0803_2026 WCLC会议创新药标题选编整理__4848248585584288.jpg|4848248585584288]] ![[assets/images/260803_0803_2026 WCLC会议创新药标题选编整理__4848248585584288.jpg|1200]] ## 119. 5121421515528854 - 所属主题：[[topics/469|❗【天风电新】数采及福莱新材观点更新：真实数据缺失成为物理AI核心卡点，公司数采布局进展领先-0802 ——————————— ⭐数采行业 高质量的真实机器人交]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444252848114) - 本地资源：[[assets/images/260803_0801_❗【天风电新】数采及福莱新材观点更新：真实数据缺失成为物理AI核心卡点，公司数采布局进展领先-080__5121421515528854.jpg|5121421515528854]] ![[assets/images/260803_0801_❗【天风电新】数采及福莱新材观点更新：真实数据缺失成为物理AI核心卡点，公司数采布局进展领先-080__5121421515528854.jpg|1200]]