--- date: 2026-08-04 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-08-04 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. 5121421414814814 - 所属主题：[[topics/034|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222112214448) - 本地资源：[[assets/images/260804_2232__小光__5121421414814814.jpg|5121421414814814]] ![[assets/images/260804_2232__小光__5121421414814814.jpg|1200]] ## 002. 1525125151851482 - 所属主题：[[topics/040|#东方 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444114442241) - 本地资源：[[assets/images/260804_2230__东方 _光模块__1525125151851482.jpg|1525125151851482]] ![[assets/images/260804_2230__东方 _光模块__1525125151851482.jpg|1200]] ## 003. 4848248282182828 - 所属主题：[[topics/045|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222112224288) - 本地资源：[[assets/images/260804_2229__龙虎榜__4848248282182828.jpg|4848248282182828]] ![[assets/images/260804_2229__龙虎榜__4848248282182828.jpg|1200]] ## 004. 2858458484182251 - 所属主题：[[topics/048|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111881148552) - 本地资源：[[assets/images/260804_2229__早知道__2858458484182251.jpg|2858458484182251]] ![[assets/images/260804_2229__早知道__2858458484182251.jpg|1200]] ## 005. 2858458484182511 - 所属主题：[[topics/051|#电报解读 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222112252188) - 本地资源：[[assets/images/260804_2228__电报解读 _AI__2858458484182511.jpg|2858458484182511]] ![[assets/images/260804_2228__电报解读 _AI__2858458484182511.jpg|1200]] ## 006. 5121421414815244 - 所属主题：[[topics/055|#机构调研 #铜箔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222112252848) - 本地资源：[[assets/images/260804_2228__机构调研 _铜箔__5121421414815244.jpg|5121421414815244]] ![[assets/images/260804_2228__机构调研 _铜箔__5121421414815244.jpg|1200]] ## 007. 1525125151855182 - 所属主题：[[topics/058|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444884451584) - 本地资源：[[assets/images/260804_2227__光模块__1525125151855182.jpg|1525125151855182]] ![[assets/images/260804_2227__光模块__1525125151855182.jpg|1200]] ## 008. 1525125151828182 - 所属主题：[[topics/059|#黑毛 #长鑫科技 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444114481521) - 本地资源：[[assets/images/260804_2226__黑毛 _长鑫科技 _光模块__1525125151828182.jpg|1525125151828182]] ![[assets/images/260804_2226__黑毛 _长鑫科技 _光模块__1525125151828182.jpg|1200]] ## 009. 2858458484151111 - 所属主题：[[topics/059|#黑毛 #长鑫科技 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444114481521) - 本地资源：[[assets/images/260804_2226__黑毛 _长鑫科技 _光模块__2858458484151111.jpg|2858458484151111]] ![[assets/images/260804_2226__黑毛 _长鑫科技 _光模块__2858458484151111.jpg|1200]] ## 010. 1525125151828442 - 所属主题：[[topics/060|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444114482222) - 本地资源：[[assets/images/260804_2225__霍尔木兹海峡__1525125151828442.jpg|1525125151828442]] ![[assets/images/260804_2225__霍尔木兹海峡__1525125151828442.jpg|1200]] ## 011. 1525125151828452 - 所属主题：[[topics/061|#比亚迪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444114482521) - 本地资源：[[assets/images/260804_2225__比亚迪__1525125151828452.jpg|1525125151828452]] ![[assets/images/260804_2225__比亚迪__1525125151828452.jpg|1200]] ## 012. 1525125151828512 - 所属主题：[[topics/062|#药明康德]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222112522218) - 本地资源：[[assets/images/260804_2225__药明康德__1525125151828512.jpg|1525125151828512]] ![[assets/images/260804_2225__药明康德__1525125151828512.jpg|1200]] ## 013. 4848248282145188 - 所属主题：[[topics/063|【财通策略徐近峰团队丨QJC】韩国股指&个人投资者融资跟踪-0804 1️⃣2026年8月4日，今日韩国KOSPI涨跌幅约+1.62%，相对6月1日基准走势约7]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111881412812) - 本地资源：[[assets/images/260804_2223_【财通策略徐近峰团队丨QJC】韩国股指&个人投资者融资跟踪-0804 1️⃣2026年8月4日，今日__4848248282145188.jpg|4848248282145188]] ![[assets/images/260804_2223_【财通策略徐近峰团队丨QJC】韩国股指&个人投资者融资跟踪-0804 1️⃣2026年8月4日，今日__4848248282145188.jpg|1200]] ## 014. 4848248285145548 - 所属主题：[[topics/082|#天风 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444848815154) - 本地资源：[[assets/images/260804_2042__天风 _光模块__4848248285145548.jpg|4848248285145548]] ![[assets/images/260804_2042__天风 _光模块__4848248285145548.jpg|1200]] ## 015. 5121421415825124 - 所属主题：[[topics/083|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444141188121) - 本地资源：[[assets/images/260804_2041__伊朗 _霍尔木兹海峡__5121421415825124.jpg|5121421415825124]] ![[assets/images/260804_2041__伊朗 _霍尔木兹海峡__5121421415825124.jpg|1200]] ## 016. 5121421415821184 - 所属主题：[[topics/084|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444141185142) - 本地资源：[[assets/images/260804_2041__市场__5121421415821184.jpg|5121421415821184]] ![[assets/images/260804_2041__市场__5121421415821184.jpg|1200]] ## 017. 5121421415822884 - 所属主题：[[topics/085|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444141185541) - 本地资源：[[assets/images/260804_2041__光模块__5121421415822884.jpg|5121421415822884]] ![[assets/images/260804_2041__光模块__5121421415822884.jpg|1200]] ## 018. 5121421415822844 - 所属主题：[[topics/086|2026年8月4日盘后讯，《智能网联汽车自动驾驶系统安全要求》强制性国家标准正式发布，提及由第三方检测机构依据关注性国家标准，综合采用场地试验、道路试验、仿真试]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111818828812) - 本地资源：[[assets/images/260804_2041_2026年8月4日盘后讯，《智能网联汽车自动驾驶系统安全要求》强制性国家标准正式发布，提及由第三方检__5121421415822844.jpg|5121421415822844]] ![[assets/images/260804_2041_2026年8月4日盘后讯，《智能网联汽车自动驾驶系统安全要求》强制性国家标准正式发布，提及由第三方检__5121421415822844.jpg|1200]] ## 019. 2858458482411881 - 所属主题：[[topics/087|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444141152112) - 本地资源：[[assets/images/260804_2039__存储__2858458482411881.jpg|2858458482411881]] ![[assets/images/260804_2039__存储__2858458482411881.jpg|1200]] ## 020. 8858458482414252 - 所属主题：[[topics/088|1）算力硬件：集邦咨询更新行业预判数据，预计2026年全球九大云厂商合计资本支出规模将突破8867亿美元，同比增幅接近90%。 2）AI应用：全球多模型聚合平台]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444141411451) - 本地资源：[[assets/images/260804_2037_1）算力硬件：集邦咨询更新行业预判数据，预计2026年全球九大云厂商合计资本支出规模将突破8867亿__8858458482414252.jpg|8858458482414252]] ![[assets/images/260804_2037_1）算力硬件：集邦咨询更新行业预判数据，预计2026年全球九大云厂商合计资本支出规模将突破8867亿__8858458482414252.jpg|1200]] ## 021. 4848248285212418 - 所属主题：[[topics/089|#亚太药业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444141411882) - 本地资源：[[assets/images/260804_2037__亚太药业__4848248285212418.jpg|4848248285212418]] ![[assets/images/260804_2037__亚太药业__4848248285212418.jpg|1200]] ## 022. 1525125154184552 - 所属主题：[[topics/090|#智平方]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111818184842) - 本地资源：[[assets/images/260804_2036__智平方__1525125154184552.jpg|1525125154184552]] ![[assets/images/260804_2036__智平方__1525125154184552.jpg|1200]] ## 023. 8858458482412522 - 所属主题：[[topics/091|#锂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444141412841) - 本地资源：[[assets/images/260804_2036__锂__8858458482412522.jpg|8858458482412522]] ![[assets/images/260804_2036__锂__8858458482412522.jpg|1200]] ## 024. 1525125154185882 - 所属主题：[[topics/092|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444141418142) - 本地资源：[[assets/images/260804_2036__市场__1525125154185882.jpg|1525125154185882]] ![[assets/images/260804_2036__市场__1525125154185882.jpg|1200]] ## 025. 4848248285218118 - 所属主题：[[topics/092|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444141418142) - 本地资源：[[assets/images/260804_2036__市场__4848248285218118.jpg|4848248285218118]] ![[assets/images/260804_2036__市场__4848248285218118.jpg|1200]] ## 026. 2858458482418451 - 所属主题：[[topics/093|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111818182542) - 本地资源：[[assets/images/260804_2035__伊朗 _霍尔木兹海峡__2858458482418451.jpg|2858458482418451]] ![[assets/images/260804_2035__伊朗 _霍尔木兹海峡__2858458482418451.jpg|1200]] ## 027. 2858458482418281 - 所属主题：[[topics/094|#国盛 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444848448854) - 本地资源：[[assets/images/260804_2035__国盛 _光模块__2858458482418281.jpg|2858458482418281]] ![[assets/images/260804_2035__国盛 _光模块__2858458482418281.jpg|1200]] ## 028. 4848248285218458 - 所属主题：[[topics/095|#财富管理]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444141442112) - 本地资源：[[assets/images/260804_2034__财富管理__4848248285218458.jpg|4848248285218458]] ![[assets/images/260804_2034__财富管理__4848248285218458.jpg|1200]] ## 029. 2858458482441241 - 所属主题：[[topics/096|#英伟达 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444848442584) - 本地资源：[[assets/images/260804_2033__英伟达 _存储__2858458482441241.jpg|2858458482441241]] ![[assets/images/260804_2033__英伟达 _存储__2858458482441241.jpg|1200]] ## 030. 4848248285221548 - 所属主题：[[topics/097|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444141452541) - 本地资源：[[assets/images/260804_2032__市场__4848248285221548.jpg|4848248285221548]] ![[assets/images/260804_2032__市场__4848248285221548.jpg|1200]] ## 031. 5121421415448244 - 所属主题：[[topics/098|JPM 资金流向与持仓 ：“ 本周风险偏好明显抬升，ETF + 期货权益买盘高于均值。ETF 资金激进抄底半导体、韩国标的，仅 SMH/SOXX/SOXL 合计]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444141458111) - 本地资源：[[assets/images/260804_2032_JPM 资金流向与持仓 ：“ 本周风险偏好明显抬升，ETF + 期货权益买盘高于均值。ETF 资金激__5121421415448244.jpg|5121421415448244]] ![[assets/images/260804_2032_JPM 资金流向与持仓 ：“ 本周风险偏好明显抬升，ETF + 期货权益买盘高于均值。ETF 资金激__5121421415448244.jpg|1200]] ## 032. 4848248285221848 - 所属主题：[[topics/098|JPM 资金流向与持仓 ：“ 本周风险偏好明显抬升，ETF + 期货权益买盘高于均值。ETF 资金激进抄底半导体、韩国标的，仅 SMH/SOXX/SOXL 合计]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444141458111) - 本地资源：[[assets/images/260804_2032_JPM 资金流向与持仓 ：“ 本周风险偏好明显抬升，ETF + 期货权益买盘高于均值。ETF 资金激__4848248285221848.jpg|4848248285221848]] ![[assets/images/260804_2032_JPM 资金流向与持仓 ：“ 本周风险偏好明显抬升，ETF + 期货权益买盘高于均值。ETF 资金激__4848248285221848.jpg|1200]] ## 033. 1525125154118252 - 所属主题：[[topics/099|卡脖子核心股磷化钢卡位 光模块链重估]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111818125412) - 本地资源：[[assets/images/260804_2031_卡脖子核心股磷化钢卡位 光模块链重估__1525125154118252.jpg|1525125154118252]] ![[assets/images/260804_2031_卡脖子核心股磷化钢卡位 光模块链重估__1525125154118252.jpg|1200]] ## 034. 4848248285222488 - 所属主题：[[topics/100|🔥 苹果首款折叠屏iPhone 9月发布在即，备货目标上调至1000万台 🧊 产品定型，9月秋季发布会亮相。苹果首款折叠屏iPhone（iPhone Ultra]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444141458852) - 本地资源：[[assets/images/260804_2031_🔥 苹果首款折叠屏iPhone 9月发布在即，备货目标上调至1000万台 🧊 产品定型，9月秋季发布__4848248285222488.jpg|4848248285222488]] ![[assets/images/260804_2031_🔥 苹果首款折叠屏iPhone 9月发布在即，备货目标上调至1000万台 🧊 产品定型，9月秋季发布__4848248285222488.jpg|1200]] ## 035. 4848248285242418 - 所属主题：[[topics/101|#中坚科技 （请注意填写不代表报名成功，请等待后续通知）]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444848544214) - 本地资源：[[assets/images/260804_2027__中坚科技 （请注意填写不代表报名成功，请等待后续通知）__4848248285242418.jpg|4848248285242418]] ![[assets/images/260804_2027__中坚科技 （请注意填写不代表报名成功，请等待后续通知）__4848248285242418.jpg|1200]] ## 036. 4848248285245218 - 所属主题：[[topics/102|1.科技反弹！市场情绪也出现修复。 美股科技方向CSP（云服务）走强，或是后续科技的方向。科技反弹之下，低位的红利/消费等则是跷跷板的另外一头出现调整。外围中东]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111818415222) - 本地资源：[[assets/images/260804_2025_1.科技反弹！市场情绪也出现修复。 美股科技方向CSP（云服务）走强，或是后续科技的方向。科技反弹之__4848248285245218.jpg|4848248285245218]] ![[assets/images/260804_2025_1.科技反弹！市场情绪也出现修复。 美股科技方向CSP（云服务）走强，或是后续科技的方向。科技反弹之__4848248285245218.jpg|1200]] ## 037. 1525125154124152 - 所属主题：[[topics/103|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444141245522) - 本地资源：[[assets/images/260804_2025__SpaceX__1525125154124152.jpg|1525125154124152]] ![[assets/images/260804_2025__SpaceX__1525125154124152.jpg|1200]] ## 038. 1525125154125542 - 所属主题：[[topics/105|#阳光电源]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444848558284) - 本地资源：[[assets/images/260804_2024__阳光电源__1525125154125542.jpg|1525125154125542]] ![[assets/images/260804_2024__阳光电源__1525125154125542.jpg|1200]] ## 039. 5121421415421124 - 所属主题：[[topics/106|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444141224551) - 本地资源：[[assets/images/260804_2024__韩股__5121421415421124.jpg|5121421415421124]] ![[assets/images/260804_2024__韩股__5121421415421124.jpg|1200]] ## 040. 2858458454521281 - 所属主题：[[topics/157|#Shein]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222158254858) - 本地资源：[[assets/images/260804_1429__Shein__2858458454521281.jpg|2858458454521281]] ![[assets/images/260804_1429__Shein__2858458454521281.jpg|1200]] ## 041. 4848248242451588 - 所属主题：[[topics/158|#联得装备]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111845142212) - 本地资源：[[assets/images/260804_1429__联得装备__4848248242451588.jpg|4848248242451588]] ![[assets/images/260804_1429__联得装备__4848248242451588.jpg|1200]] ## 042. 4848248242454288 - 所属主题：[[topics/163|#虚拟人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222158245458) - 本地资源：[[assets/images/260804_1423__虚拟人__4848248242454288.jpg|4848248242454288]] ![[assets/images/260804_1423__虚拟人__4848248242454288.jpg|1200]] ## 043. 8858458454525442 - 所属主题：[[topics/163|#虚拟人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222158245458) - 本地资源：[[assets/images/260804_1423__虚拟人__8858458454525442.jpg|8858458454525442]] ![[assets/images/260804_1423__虚拟人__8858458454525442.jpg|1200]] ## 044. 1525125121242182 - 所属主题：[[topics/163|#虚拟人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222158245458) - 本地资源：[[assets/images/260804_1423__虚拟人__1525125121242182.jpg|1525125121242182]] ![[assets/images/260804_1423__虚拟人__1525125121242182.jpg|1200]] ## 045. 4848248242454818 - 所属主题：[[topics/164|AI短剧与AI虚拟演员爆发，产业链核心受益标的梳理]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222158244258) - 本地资源：[[assets/images/260804_1422_AI短剧与AI虚拟演员爆发，产业链核心受益标的梳理__4848248242454818.jpg|4848248242454818]] ![[assets/images/260804_1422_AI短剧与AI虚拟演员爆发，产业链核心受益标的梳理__4848248242454818.jpg|1200]] ## 046. 2858458454581281 - 所属主题：[[topics/165|蓝色光标300058作为专业的24小时直播导购工具平台，“蓝标智播“在云端配置，取消客户端；优化渲染，降低对设备要求；重塑智能问答，内容管理更加精准、流畅及高效]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444851422184) - 本地资源：[[assets/images/260804_1422_蓝色光标300058作为专业的24小时直播导购工具平台，“蓝标智播“在云端配置，取消客户端；优化渲染__2858458454581281.jpg|2858458454581281]] ![[assets/images/260804_1422_蓝色光标300058作为专业的24小时直播导购工具平台，“蓝标智播“在云端配置，取消客户端；优化渲染__2858458454581281.jpg|1200]] ## 047. 8858458454581522 - 所属主题：[[topics/166|#光大 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444851551144) - 本地资源：[[assets/images/260804_1421__光大 _AI__8858458454581522.jpg|8858458454581522]] ![[assets/images/260804_1421__光大 _AI__8858458454581522.jpg|1200]] ## 048. 1525125121258222 - 所属主题：[[topics/167|#黑毛 #长鑫科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444128228551) - 本地资源：[[assets/images/260804_1420__黑毛 _长鑫科技__1525125121258222.jpg|1525125121258222]] ![[assets/images/260804_1420__黑毛 _长鑫科技__1525125121258222.jpg|1200]] ## 049. 8858458452454822 - 所属主题：[[topics/188|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444852414554) - 本地资源：[[assets/images/260804_1337__市场__8858458452454822.jpg|8858458452454822]] ![[assets/images/260804_1337__市场__8858458452454822.jpg|1200]] ## 050. 1525125124121282 - 所属主题：[[topics/189|#中微公司]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444125484521) - 本地资源：[[assets/images/260804_1336__中微公司__1525125124121282.jpg|1525125124121282]] ![[assets/images/260804_1336__中微公司__1525125124121282.jpg|1200]] ## 051. 4848248245242448 - 所属主题：[[topics/190|#AI数字人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444125482111) - 本地资源：[[assets/images/260804_1336__AI数字人__4848248245242448.jpg|4848248245242448]] ![[assets/images/260804_1336__AI数字人__4848248245242448.jpg|1200]] ## 052. 5121421425424224 - 所属主题：[[topics/190|#AI数字人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444125482111) - 本地资源：[[assets/images/260804_1336__AI数字人__5121421425424224.jpg|5121421425424224]] ![[assets/images/260804_1336__AI数字人__5121421425424224.jpg|1200]] ## 053. 2858458452454811 - 所属主题：[[topics/190|#AI数字人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444125482111) - 本地资源：[[assets/images/260804_1336__AI数字人__2858458452454811.jpg|2858458452454811]] ![[assets/images/260804_1336__AI数字人__2858458452454811.jpg|1200]] ## 054. 2858458452452521 - 所属主题：[[topics/191|#长鑫科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842155182) - 本地资源：[[assets/images/260804_1336__长鑫科技__2858458452452521.jpg|2858458452452521]] ![[assets/images/260804_1336__长鑫科技__2858458452452521.jpg|1200]] ## 055. 4848248245522258 - 所属主题：[[topics/193|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842425282) - 本地资源：[[assets/images/260804_1323__小光__4848248245522258.jpg|4848248245522258]] ![[assets/images/260804_1323__小光__4848248245522258.jpg|1200]] ## 056. 5121421425544454 - 所属主题：[[topics/193|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842425282) - 本地资源：[[assets/images/260804_1323__小光__5121421425544454.jpg|5121421425544454]] ![[assets/images/260804_1323__小光__5121421425544454.jpg|1200]] ## 057. 2858458452244421 - 所属主题：[[topics/193|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842425282) - 本地资源：[[assets/images/260804_1323__小光__2858458452244421.jpg|2858458452244421]] ![[assets/images/260804_1323__小光__2858458452244421.jpg|1200]] ## 058. 8858458452244412 - 所属主题：[[topics/193|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842425282) - 本地资源：[[assets/images/260804_1323__小光__8858458452244412.jpg|8858458452244412]] ![[assets/images/260804_1323__小光__8858458452244412.jpg|1200]] ## 059. 5121421425544484 - 所属主题：[[topics/193|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842425282) - 本地资源：[[assets/images/260804_1323__小光__5121421425544484.jpg|5121421425544484]] ![[assets/images/260804_1323__小光__5121421425544484.jpg|1200]] ## 060. 4848248245522128 - 所属主题：[[topics/193|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842425282) - 本地资源：[[assets/images/260804_1323__小光__4848248245522128.jpg|4848248245522128]] ![[assets/images/260804_1323__小光__4848248245522128.jpg|1200]] ## 061. 8858458452244822 - 所属主题：[[topics/194|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444852184814) - 本地资源：[[assets/images/260804_1322__AI__8858458452244822.jpg|8858458452244822]] ![[assets/images/260804_1322__AI__8858458452244822.jpg|1200]] ## 062. 2858458452244881 - 所属主题：[[topics/195|磷化铟(260804)更新 2026年8月4日讯，消息面上，美谷磷化铟衬底公司AXT昨日涨超13%，上周五上涨28.74%，三天累计上涨超85%]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842581122) - 本地资源：[[assets/images/260804_1322_磷化铟(260804)更新 2026年8月4日讯，消息面上，美谷磷化铟衬底公司AXT昨日涨超13%，__2858458452244881.jpg|2858458452244881]] ![[assets/images/260804_1322_磷化铟(260804)更新 2026年8月4日讯，消息面上，美谷磷化铟衬底公司AXT昨日涨超13%，__2858458452244881.jpg|1200]] ## 063. 4848248245522848 - 所属主题：[[topics/196|#Palantir]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444125814822) - 本地资源：[[assets/images/260804_1322__Palantir__4848248245522848.jpg|4848248245522848]] ![[assets/images/260804_1322__Palantir__4848248245522848.jpg|1200]] ## 064. 5121421425544224 - 所属主题：[[topics/197|#国安股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444125812512) - 本地资源：[[assets/images/260804_1321__国安股份__5121421425544224.jpg|5121421425544224]] ![[assets/images/260804_1321__国安股份__5121421425544224.jpg|1200]] ## 065. 2858458452242121 - 所属主题：[[topics/198|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444125818141) - 本地资源：[[assets/images/260804_1321__市场__2858458452242121.jpg|2858458452242121]] ![[assets/images/260804_1321__市场__2858458452242121.jpg|1200]] ## 066. 1525125124415812 - 所属主题：[[topics/199|#电源]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444125818812) - 本地资源：[[assets/images/260804_1320__电源__1525125124415812.jpg|1525125124415812]] ![[assets/images/260804_1320__电源__1525125124415812.jpg|1200]] ## 067. 8858458452248252 - 所属主题：[[topics/200|#飞利信]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111842518152) - 本地资源：[[assets/images/260804_1319__飞利信__8858458452248252.jpg|8858458452248252]] ![[assets/images/260804_1319__飞利信__8858458452248252.jpg|1200]] ## 068. 5121421425541144 - 所属主题：[[topics/201|#华为 #鸿蒙]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222154821888) - 本地资源：[[assets/images/260804_1319__华为 _鸿蒙__5121421425541144.jpg|5121421425541144]] ![[assets/images/260804_1319__华为 _鸿蒙__5121421425541144.jpg|1200]] ## 069. 1525125124415582 - 所属主题：[[topics/201|#华为 #鸿蒙]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222154821888) - 本地资源：[[assets/images/260804_1319__华为 _鸿蒙__1525125124415582.jpg|1525125124415582]] ![[assets/images/260804_1319__华为 _鸿蒙__1525125124415582.jpg|1200]] ## 070. 2858458452224121 - 所属主题：[[topics/202|#CXO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444852151524) - 本地资源：[[assets/images/260804_1314__CXO__2858458452224121.jpg|2858458452224121]] ![[assets/images/260804_1314__CXO__2858458452224121.jpg|1200]] ## 071. 1525125124444142 - 所属主题：[[topics/203|🎉#Palantir业绩炸裂盘后大涨15%#，美军最大AI软件供应商Palantir业绩与指引再超预期，CEO表示当前强劲增长仍可持续至少18个月。事件强化“A]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444814422814) - 本地资源：[[assets/images/260804_1313_🎉_Palantir业绩炸裂盘后大涨15%_，美军最大AI软件供应商Palantir业绩与指引再超预__1525125124444142.jpg|1525125124444142]] ![[assets/images/260804_1313_🎉_Palantir业绩炸裂盘后大涨15%_，美军最大AI软件供应商Palantir业绩与指引再超预__1525125124444142.jpg|1200]] ## 072. 2858458452222811 - 所属主题：[[topics/204|中芯国际招聘 光罩工艺工程师 是中文 国产的！！国产掩膜板 开始放量了 冠石科技 清溢光电 龙图光罩 路维光电 中国就这4个！！！]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444184455522) - 本地资源：[[assets/images/260804_1312_中芯国际招聘 光罩工艺工程师 是中文 国产的！！国产掩膜板 开始放量了 冠石科技 清溢光电 龙图光罩__2858458452222811.jpg|2858458452222811]] ![[assets/images/260804_1312_中芯国际招聘 光罩工艺工程师 是中文 国产的！！国产掩膜板 开始放量了 冠石科技 清溢光电 龙图光罩__2858458452222811.jpg|1200]] ## 073. 5121421425555284 - 所属主题：[[topics/206|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111851481812) - 本地资源：[[assets/images/260804_1312__市场__5121421425555284.jpg|5121421425555284]] ![[assets/images/260804_1312__市场__5121421425555284.jpg|1200]] ## 074. 4848248245555428 - 所属主题：[[topics/207|#影石创新]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444814584544) - 本地资源：[[assets/images/260804_1311__影石创新__4848248245555428.jpg|4848248245555428]] ![[assets/images/260804_1311__影石创新__4848248245555428.jpg|1200]] ## 075. 1525125124444222 - 所属主题：[[topics/208|传智教育7连板，AI教育概念股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111851485812) - 本地资源：[[assets/images/260804_1311_传智教育7连板，AI教育概念股__1525125124444222.jpg|1525125124444222]] ![[assets/images/260804_1311_传智教育7连板，AI教育概念股__1525125124444222.jpg|1200]] ## 076. 4848248244148258 - 所属主题：[[topics/214|#汇率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444184241422) - 本地资源：[[assets/images/260804_1309__汇率__4848248244148258.jpg|4848248244148258]] ![[assets/images/260804_1309__汇率__4848248244148258.jpg|1200]] ## 077. 1525125122825452 - 所属主题：[[topics/216|#Palantir]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222182521588) - 本地资源：[[assets/images/260804_1309__Palantir__1525125122825452.jpg|1525125122825452]] ![[assets/images/260804_1309__Palantir__1525125122825452.jpg|1200]] ## 078. 8858458455158212 - 所属主题：[[topics/216|#Palantir]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222182521588) - 本地资源：[[assets/images/260804_1309__Palantir__8858458455158212.jpg|8858458455158212]] ![[assets/images/260804_1309__Palantir__8858458455158212.jpg|1200]] ## 079. 8858458455158842 - 所属主题：[[topics/219|#天风]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444184244141) - 本地资源：[[assets/images/260804_1309__天风__8858458455158842.jpg|8858458455158842]] ![[assets/images/260804_1309__天风__8858458455158842.jpg|1200]] ## 080. 8858458455158512 - 所属主题：[[topics/220|#Palantir]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444184242481) - 本地资源：[[assets/images/260804_1308__Palantir__8858458455158512.jpg|8858458455158512]] ![[assets/images/260804_1308__Palantir__8858458455158512.jpg|1200]] ## 081. 8858458455155142 - 所属主题：[[topics/223|#算力 #租赁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111851415182) - 本地资源：[[assets/images/260804_1307__算力 _租赁__8858458455155142.jpg|8858458455155142]] ![[assets/images/260804_1307__算力 _租赁__8858458455155142.jpg|1200]] ## 082. 2858458455155421 - 所属主题：[[topics/226|#天风]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222182524558) - 本地资源：[[assets/images/260804_1307__天风__2858458455155421.jpg|2858458455155421]] ![[assets/images/260804_1307__天风__2858458455155421.jpg|1200]] ## 083. 4848248244211148 - 所属主题：[[topics/229|#显卡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111851448842) - 本地资源：[[assets/images/260804_1306__显卡__4848248244211148.jpg|4848248244211148]] ![[assets/images/260804_1306__显卡__4848248244211148.jpg|1200]] ## 084. 2858458455411221 - 所属主题：[[topics/233|#微软]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222182552558) - 本地资源：[[assets/images/260804_1306__微软__2858458455411221.jpg|2858458455411221]] ![[assets/images/260804_1306__微软__2858458455411221.jpg|1200]] ## 085. 5121421422488414 - 所属主题：[[topics/233|#微软]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222182552558) - 本地资源：[[assets/images/260804_1306__微软__5121421422488414.jpg|5121421422488414]] ![[assets/images/260804_1306__微软__5121421422488414.jpg|1200]] ## 086. 2858458455411881 - 所属主题：[[topics/237|#海通 #Rubin #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444814551424) - 本地资源：[[assets/images/260804_1304__海通 _Rubin _存储__2858458455411881.jpg|2858458455411881]] ![[assets/images/260804_1304__海通 _Rubin _存储__2858458455411881.jpg|1200]] ## 087. 2858458455411541 - 所属主题：[[topics/238|【开源化工】关注PTA供给侧扰动——0804 据CCF消息，（1）因原料供应紧张和台风影响，华东一PTA供应商装置降负30%运行，涉及产能850万吨。（2）华东]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444814551244) - 本地资源：[[assets/images/260804_1304_【开源化工】关注PTA供给侧扰动——0804 据CCF消息，（1）因原料供应紧张和台风影响，华东一P__2858458455411541.jpg|2858458455411541]] ![[assets/images/260804_1304_【开源化工】关注PTA供给侧扰动——0804 据CCF消息，（1）因原料供应紧张和台风影响，华东一P__2858458455411541.jpg|1200]] ## 088. 8858458455411552 - 所属主题：[[topics/239|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444184225482) - 本地资源：[[assets/images/260804_1304__韩股__8858458455411552.jpg|8858458455411552]] ![[assets/images/260804_1304__韩股__8858458455411552.jpg|1200]] ## 089. 2858458214128111 - 所属主题：[[topics/289|#融资]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111488848152) - 本地资源：[[assets/images/260804_0924__融资__2858458214128111.jpg|2858458214128111]] ![[assets/images/260804_0924__融资__2858458214128111.jpg|1200]] ## 090. 5121421584851514 - 所属主题：[[topics/292|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444588484454) - 本地资源：[[assets/images/260804_0923__监管__5121421584851514.jpg|5121421584851514]] ![[assets/images/260804_0923__监管__5121421584851514.jpg|1200]] ## 091. 1525125481482152 - 所属主题：[[topics/317|#电报解读 #AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222512512218) - 本地资源：[[assets/images/260804_0856__电报解读 _AI安全__1525125481482152.jpg|1525125481482152]] ![[assets/images/260804_0856__电报解读 _AI安全__1525125481482152.jpg|1200]] ## 092. 2858458214215811 - 所属主题：[[topics/319|#电报解读 #CXO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111481442242) - 本地资源：[[assets/images/260804_0856__电报解读 _CXO__2858458214215811.jpg|2858458214215811]] ![[assets/images/260804_0856__电报解读 _CXO__2858458214215811.jpg|1200]] ## 093. 1525125481428422 - 所属主题：[[topics/331|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111481588512) - 本地资源：[[assets/images/260804_0853__红宝书__1525125481428422.jpg|1525125481428422]] ![[assets/images/260804_0853__红宝书__1525125481428422.jpg|1200]] ## 094. 5121421584528224 - 所属主题：[[topics/333|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444214812212) - 本地资源：[[assets/images/260804_0852__九点特供__5121421584528224.jpg|5121421584528224]] ![[assets/images/260804_0852__九点特供__5121421584528224.jpg|1200]] ## 095. 4848248512542218 - 所属主题：[[topics/334|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444584182444) - 本地资源：[[assets/images/260804_0852__研选__4848248512542218.jpg|4848248512542218]] ![[assets/images/260804_0852__研选__4848248512542218.jpg|1200]] ## 096. 4848248512542228 - 所属主题：[[topics/335|#研报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111481582442) - 本地资源：[[assets/images/260804_0852__研报解读__4848248512542228.jpg|4848248512542228]] ![[assets/images/260804_0852__研报解读__4848248512542228.jpg|1200]] ## 097. 5121421584525824 - 所属主题：[[topics/336|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444214815552) - 本地资源：[[assets/images/260804_0851__全知道__5121421584525824.jpg|5121421584525824]] ![[assets/images/260804_0851__全知道__5121421584525824.jpg|1200]] ## 098. 2858458214252251 - 所属主题：[[topics/339|#摩根士丹利 #CPO #磷化...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444214844842) - 本地资源：[[assets/images/260804_0851__摩根士丹利 _CPO _磷化__2858458214252251.jpg|2858458214252251]] ![[assets/images/260804_0851__摩根士丹利 _CPO _磷化__2858458214252251.jpg|1200]] ## 099. 2858458214252821 - 所属主题：[[topics/341|#流感]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444214842152) - 本地资源：[[assets/images/260804_0851__流感__2858458214252821.jpg|2858458214252821]] ![[assets/images/260804_0851__流感__2858458214252821.jpg|1200]] ## 100. 4848248512545848 - 所属主题：[[topics/342|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444584141424) - 本地资源：[[assets/images/260804_0850__监管__4848248512545848.jpg|4848248512545848]] ![[assets/images/260804_0850__监管__4848248512545848.jpg|1200]] ## 101. 8858458214252522 - 所属主题：[[topics/344|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444584141114) - 本地资源：[[assets/images/260804_0850__存储__8858458214252522.jpg|8858458214252522]] ![[assets/images/260804_0850__存储__8858458214252522.jpg|1200]] ## 102. 4848248512544218 - 所属主题：[[topics/351|#直播 #华西 #食品 #饮料]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111481288552) - 本地资源：[[assets/images/260804_0849__直播 _华西 _食品 _饮料__4848248512544218.jpg|4848248512544218]] ![[assets/images/260804_0849__直播 _华西 _食品 _饮料__4848248512544218.jpg|1200]] ## 103. 4848248512812218 - 所属主题：[[topics/359|#铂科新材]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444214548211) - 本地资源：[[assets/images/260804_0847__铂科新材__4848248512812218.jpg|4848248512812218]] ![[assets/images/260804_0847__铂科新材__4848248512812218.jpg|1200]] ## 104. 1525125481581112 - 所属主题：[[topics/361|#云计算]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444214548822) - 本地资源：[[assets/images/260804_0847__云计算__1525125481581112.jpg|1525125481581112]] ![[assets/images/260804_0847__云计算__1525125481581112.jpg|1200]] ## 105. 2858458214814221 - 所属主题：[[topics/362|#IPO #独角兽]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222512424448) - 本地资源：[[assets/images/260804_0847__IPO _独角兽__2858458214814221.jpg|2858458214814221]] ![[assets/images/260804_0847__IPO _独角兽__2858458214814221.jpg|1200]] ## 106. 5121421584185844 - 所属主题：[[topics/363|📉 📰（彭博讯）专注科技赛道的资管公司 Coatue Management 旗下对冲基金上月暴跌 8.3%，成为又一家因人工智能板块股票大幅抛售而遭遇剧烈波动的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222512455518) - 本地资源：[[assets/images/260804_0846_📉 📰（彭博讯）专注科技赛道的资管公司 Coatue Management 旗下对冲基金上月暴跌 8__5121421584185844.jpg|5121421584185844]] ![[assets/images/260804_0846_📉 📰（彭博讯）专注科技赛道的资管公司 Coatue Management 旗下对冲基金上月暴跌 8__5121421584185844.jpg|1200]] ## 107. 1525125481581552 - 所属主题：[[topics/363|📉 📰（彭博讯）专注科技赛道的资管公司 Coatue Management 旗下对冲基金上月暴跌 8.3%，成为又一家因人工智能板块股票大幅抛售而遭遇剧烈波动的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222512455518) - 本地资源：[[assets/images/260804_0846_📉 📰（彭博讯）专注科技赛道的资管公司 Coatue Management 旗下对冲基金上月暴跌 8__1525125481581552.jpg|1525125481581552]] ![[assets/images/260804_0846_📉 📰（彭博讯）专注科技赛道的资管公司 Coatue Management 旗下对冲基金上月暴跌 8__1525125481581552.jpg|1200]] ## 108. 2858458214812151 - 所属主题：[[topics/366|📊]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444214525541) - 本地资源：[[assets/images/260804_0845_📊__2858458214812151.jpg|2858458214812151]] ![[assets/images/260804_0845_📊__2858458214812151.jpg|1200]] ## 109. 4848248518582428 - 所属主题：[[topics/405|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444215822521) - 本地资源：[[assets/images/260804_0811__监管__4848248518582428.jpg|4848248518582428]] ![[assets/images/260804_0811__监管__4848248518582428.jpg|1200]] ## 110. 2858458218284581 - 所属主题：[[topics/407|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222514858158) - 本地资源：[[assets/images/260804_0811__伊朗__2858458218284581.jpg|2858458218284581]] ![[assets/images/260804_0811__伊朗__2858458218284581.jpg|1200]] ## 111. 1525125485518142 - 所属主题：[[topics/408|#OpenAI #谷歌 #An...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111482542842) - 本地资源：[[assets/images/260804_0811__OpenAI _谷歌 _An__1525125485518142.jpg|1525125485518142]] ![[assets/images/260804_0811__OpenAI _谷歌 _An__1525125485518142.jpg|1200]] ## 112. 2858458218841451 - 所属主题：[[topics/410|#关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444215825251) - 本地资源：[[assets/images/260804_0811__关税__2858458218841451.jpg|2858458218841451]] ![[assets/images/260804_0811__关税__2858458218841451.jpg|1200]] ## 113. 4848248518821518 - 所属主题：[[topics/412|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111482542522) - 本地资源：[[assets/images/260804_0810__韩股__4848248518821518.jpg|4848248518821518]] ![[assets/images/260804_0810__韩股__4848248518821518.jpg|1200]] ## 114. 2858458218841241 - 所属主题：[[topics/414|#原油 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444215881112) - 本地资源：[[assets/images/260804_0810__原油 _霍尔木兹海峡__2858458218841241.jpg|2858458218841241]] ![[assets/images/260804_0810__原油 _霍尔木兹海峡__2858458218841241.jpg|1200]] ## 115. 5121421581148554 - 所属主题：[[topics/415|#美日关系 #汇率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444215881421) - 本地资源：[[assets/images/260804_0810__美日关系 _汇率__5121421581148554.jpg|5121421581148554]] ![[assets/images/260804_0810__美日关系 _汇率__5121421581148554.jpg|1200]] ## 116. 5121421581148154 - 所属主题：[[topics/417|#中美关系 #Anthropi...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222514882548) - 本地资源：[[assets/images/260804_0810__中美关系 _Anthropi__5121421581148154.jpg|5121421581148154]] ![[assets/images/260804_0810__中美关系 _Anthropi__5121421581148154.jpg|1200]] ## 117. 8858458218841582 - 所属主题：[[topics/419|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444582111444) - 本地资源：[[assets/images/260804_0809__伊朗__8858458218841582.jpg|8858458218841582]] ![[assets/images/260804_0809__伊朗__8858458218841582.jpg|1200]] ## 118. 1525125485511822 - 所属主题：[[topics/423|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444582112884) - 本地资源：[[assets/images/260804_0808__彭博新闻 _市场__1525125485511822.jpg|1525125485511822]] ![[assets/images/260804_0808__彭博新闻 _市场__1525125485511822.jpg|1200]] ## 119. 5121421581148284 - 所属主题：[[topics/423|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444582112884) - 本地资源：[[assets/images/260804_0808__彭博新闻 _市场__5121421581148284.jpg|5121421581148284]] ![[assets/images/260804_0808__彭博新闻 _市场__5121421581148284.jpg|1200]] ## 120. 4848248518822218 - 所属主题：[[topics/425|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255444215885151) - 本地资源：[[assets/images/260804_0808__AI__4848248518822218.jpg|4848248518822218]] ![[assets/images/260804_0808__AI__4848248518822218.jpg|1200]] ## 121. 4848248518825828 - 所属主题：[[topics/431|#EPS]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444215852482) - 本地资源：[[assets/images/260804_0807__EPS__4848248518825828.jpg|4848248518825828]] ![[assets/images/260804_0807__EPS__4848248518825828.jpg|1200]] ## 122. 4848248518828228 - 所属主题：[[topics/436|#电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444582122514) - 本地资源：[[assets/images/260804_0806__电力__4848248518828228.jpg|4848248518828228]] ![[assets/images/260804_0806__电力__4848248518828228.jpg|1200]] ## 123. 2858458218845481 - 所属主题：[[topics/441|#算力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222514411228) - 本地资源：[[assets/images/260804_0805__算力__2858458218845481.jpg|2858458218845481]] ![[assets/images/260804_0805__算力__2858458218845481.jpg|1200]] ## 124. 4848248518824858 - 所属主题：[[topics/444|#东财 #小盘股 #微盘股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222514412848) - 本地资源：[[assets/images/260804_0804__东财 _小盘股 _微盘股__4848248518824858.jpg|4848248518824858]] ![[assets/images/260804_0804__东财 _小盘股 _微盘股__4848248518824858.jpg|1200]] ## 125. 1525125485548812 - 所属主题：[[topics/447|📝去年年底和今年年初，AMD 与 Meta 和 OpenAI 达成协议，向它们提供基于绩效的认股权证，这些认股权证的归属取决于购买和部署高达 6 GW 的 AM]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522444582285524) - 本地资源：[[assets/images/260804_0804_📝去年年底和今年年初，AMD 与 Meta 和 OpenAI 达成协议，向它们提供基于绩效的认股权证__1525125485548812.jpg|1525125485548812]] ![[assets/images/260804_0804_📝去年年底和今年年初，AMD 与 Meta 和 OpenAI 达成协议，向它们提供基于绩效的认股权证__1525125485548812.jpg|1200]] ## 126. 5121421581158824 - 所属主题：[[topics/451|【兴证策略】市场调整前后，各类因子如何表现？ 从因子角度观察市场： 市场调整前（1-6月），景气是市场定价的核心。营收增速、订单增速、净利润增速、主动基金重仓为]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544222514482818) - 本地资源：[[assets/images/260804_0803_【兴证策略】市场调整前后，各类因子如何表现？ 从因子角度观察市场： 市场调整前（1-6月），景气是市__5121421581158824.jpg|5121421581158824]] ![[assets/images/260804_0803_【兴证策略】市场调整前后，各类因子如何表现？ 从因子角度观察市场： 市场调整前（1-6月），景气是市__5121421581158824.jpg|1200]] ## 127. 1525125485541152 - 所属主题：[[topics/454|#中信证券 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444215582512) - 本地资源：[[assets/images/260804_0803__中信证券 _AI__1525125485541152.jpg|1525125485541152]] ![[assets/images/260804_0803__中信证券 _AI__1525125485541152.jpg|1200]] ## 128. 2858458218824251 - 所属主题：[[topics/455|我们维持判断【上海房价底部已经确认，不是磨底、而是底部已经确认，上海房价底部为2026年1月】。 这个底部确立的逻辑在于供给收缩（中期逻辑）：上海二手房成交/新]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255444215588212) - 本地资源：[[assets/images/260804_0802_我们维持判断【上海房价底部已经确认，不是磨底、而是底部已经确认，上海房价底部为2026年1月】。 这__2858458218824251.jpg|2858458218824251]] ![[assets/images/260804_0802_我们维持判断【上海房价底部已经确认，不是磨底、而是底部已经确认，上海房价底部为2026年1月】。 这__2858458218824251.jpg|1200]] ## 129. 4848248518852428 - 所属主题：[[topics/457|近一周公募基金大幅加仓的行业有：煤炭 基础化工 电新 建材 通信 其中煤炭 建材 通信 已经连续出现加仓 近一周公募基金大幅减仓的行业有：石油石化 电子 医药]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422111482252252) - 本地资源：[[assets/images/260804_0802_近一周公募基金大幅加仓的行业有：煤炭 基础化工 电新 建材 通信 其中煤炭 建材 通信 已经连续出现__4848248518852428.jpg|4848248518852428]] ![[assets/images/260804_0802_近一周公募基金大幅加仓的行业有：煤炭 基础化工 电新 建材 通信 其中煤炭 建材 通信 已经连续出现__4848248518852428.jpg|1200]]