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所属主题：[[topics/040|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441225182822) - 本地资源：[[assets/images/260805_2221__伊朗__8858452555581282.jpg|8858452555581282]] ![[assets/images/260805_2221__伊朗__8858452555581282.jpg|1200]] ## 009. 8858452555581822 - 所属主题：[[topics/041|#Shopify]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441225182582) - 本地资源：[[assets/images/260805_2221__Shopify__8858452555581822.jpg|8858452555581822]] ![[assets/images/260805_2221__Shopify__8858452555581822.jpg|1200]] ## 010. 2858452555581881 - 所属主题：[[topics/042|#打印机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221554188218) - 本地资源：[[assets/images/260805_2221__打印机__2858452555581881.jpg|2858452555581881]] ![[assets/images/260805_2221__打印机__2858452555581881.jpg|1200]] ## 011. 4848245444481418 - 所属主题：[[topics/043|#长信科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441225188242) - 本地资源：[[assets/images/260805_2220__长信科技__4848245444481418.jpg|4848245444481418]] ![[assets/images/260805_2220__长信科技__4848245444481418.jpg|1200]] ## 012. 1525124222252882 - 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所属主题：[[topics/067|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118454128842) - 本地资源：[[assets/images/260805_2053__市场__4848248111415428.jpg|4848248111415428]] ![[assets/images/260805_2053__市场__4848248111415428.jpg|1200]] ## 017. 2858458111858521 - 所属主题：[[topics/067|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118454128842) - 本地资源：[[assets/images/260805_2053__市场__2858458111858521.jpg|2858458111858521]] ![[assets/images/260805_2053__市场__2858458111858521.jpg|1200]] ## 018. 1525125888522112 - 所属主题：[[topics/068|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221585524258) - 本地资源：[[assets/images/260805_2052__航天航空__1525125888522112.jpg|1525125888522112]] ![[assets/images/260805_2052__航天航空__1525125888522112.jpg|1200]] ## 019. 5121421888122484 - 所属主题：[[topics/068|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221585524258) - 本地资源：[[assets/images/260805_2052__航天航空__5121421888122484.jpg|5121421888122484]] ![[assets/images/260805_2052__航天航空__5121421888122484.jpg|1200]] ## 020. 5121421888284884 - 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所属主题：[[topics/074|野村： 国内头部光模块厂商（中际旭创、新易盛）早已布局海外高端产能，该情形下国内企业受冲击有限。 会形成双输局面：拖慢全球 AIDC 建设节奏、抬高部署成本。中]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441282288251) - 本地资源：[[assets/images/260805_2047_野村： 国内头部光模块厂商（中际旭创、新易盛）早已布局海外高端产能，该情形下国内企业受冲击有限。 会__8858458111515812.jpg|8858458111515812]] ![[assets/images/260805_2047_野村： 国内头部光模块厂商（中际旭创、新易盛）早已布局海外高端产能，该情形下国内企业受冲击有限。 会__8858458111515812.jpg|1200]] ## 027. 2858458111585451 - 所属主题：[[topics/075|#高盛 #沪深港通]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448515188524) - 本地资源：[[assets/images/260805_2042__高盛 _沪深港通__2858458111585451.jpg|2858458111585451]] ![[assets/images/260805_2042__高盛 _沪深港通__2858458111585451.jpg|1200]] ## 028. 5121421888212524 - 所属主题：[[topics/076|#太阳诱电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118454581282) - 本地资源：[[assets/images/260805_2042__太阳诱电__5121421888212524.jpg|5121421888212524]] ![[assets/images/260805_2042__太阳诱电__5121421888212524.jpg|1200]] ## 029. 2858458111585881 - 所属主题：[[topics/077|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441282812411) - 本地资源：[[assets/images/260805_2041__市场__2858458111585881.jpg|2858458111585881]] ![[assets/images/260805_2041__市场__2858458111585881.jpg|1200]] ## 030. 5121421888212254 - 所属主题：[[topics/078|#中际旭创]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118454584412) - 本地资源：[[assets/images/260805_2041__中际旭创__5121421888212254.jpg|5121421888212254]] ![[assets/images/260805_2041__中际旭创__5121421888212254.jpg|1200]] ## 031. 4848248111442118 - 所属主题：[[topics/079|宇树科技：2026年8月7日举行IPO网上路演，拟发行4044.64万股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441282812851) - 本地资源：[[assets/images/260805_2041_宇树科技：2026年8月7日举行IPO网上路演，拟发行4044.64万股__4848248111442118.jpg|4848248111442118]] ![[assets/images/260805_2041_宇树科技：2026年8月7日举行IPO网上路演，拟发行4044.64万股__4848248111442118.jpg|1200]] ## 032. 1525125888221842 - 所属主题：[[topics/080|#打印机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441282884421) - 本地资源：[[assets/images/260805_2040__打印机__1525125888221842.jpg|1525125888221842]] ![[assets/images/260805_2040__打印机__1525125888221842.jpg|1200]] ## 033. 8858458111554282 - 所属主题：[[topics/081|#无人机 #反无人机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441282884581) - 本地资源：[[assets/images/260805_2039__无人机 _反无人机__8858458111554282.jpg|8858458111554282]] ![[assets/images/260805_2039__无人机 _反无人机__8858458111554282.jpg|1200]] ## 034. 2858458111554511 - 所属主题：[[topics/082|#反制措施]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118454555842) - 本地资源：[[assets/images/260805_2039__反制措施__2858458111554511.jpg|2858458111554511]] ![[assets/images/260805_2039__反制措施__2858458111554511.jpg|1200]] ## 035. 4848248111448188 - 所属主题：[[topics/083|#华福 #FDE]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118454555552) - 本地资源：[[assets/images/260805_2037__华福 _FDE__4848248111448188.jpg|4848248111448188]] ![[assets/images/260805_2037__华福 _FDE__4848248111448188.jpg|1200]] ## 036. 2858458111558481 - 所属主题：[[topics/084|#鸿海]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441282885421) - 本地资源：[[assets/images/260805_2036__鸿海__2858458111558481.jpg|2858458111558481]] ![[assets/images/260805_2036__鸿海__2858458111558481.jpg|1200]] ## 037. 8858458111558242 - 所属主题：[[topics/085|#中信证券 #煤炭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448515128444) - 本地资源：[[assets/images/260805_2036__中信证券 _煤炭__8858458111558242.jpg|8858458111558242]] ![[assets/images/260805_2036__中信证券 _煤炭__8858458111558242.jpg|1200]] ## 038. 2858458111558821 - 所属主题：[[topics/086|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448515128144) - 本地资源：[[assets/images/260805_2035__光模块__2858458111558821.jpg|2858458111558821]] ![[assets/images/260805_2035__光模块__2858458111558821.jpg|1200]] ## 039. 1525125881888552 - 所属主题：[[topics/096|靴子落地了，中方这波反制来得快、打得也准。跟之前口头警告“一切必要措施”不同，今天是直接发红牌，一套组合拳打在了美国最在意的认证、审查和供应链上。 四记重拳：]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441282855581) - 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所属主题：[[topics/170|#国海 #猎奇智能]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448188222444) - 本地资源：[[assets/images/260805_1442__国海 _猎奇智能__8858458441252182.jpg|8858458441252182]] ![[assets/images/260805_1442__国海 _猎奇智能__8858458441252182.jpg|1200]] ## 044. 8858458441252442 - 所属主题：[[topics/171|#国联 #家电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448184888414) - 本地资源：[[assets/images/260805_1442__国联 _家电__8858458441252442.jpg|8858458441252442]] ![[assets/images/260805_1442__国联 _家电__8858458441252442.jpg|1200]] ## 045. 8858458441821142 - 所属主题：[[topics/181|#长鑫科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118581484882) - 本地资源：[[assets/images/260805_1426__长鑫科技__8858458441821142.jpg|8858458441821142]] ![[assets/images/260805_1426__长鑫科技__8858458441821142.jpg|1200]] ## 046. 1525125118548242 - 所属主题：[[topics/182|【多个核聚变产业化项目在合肥完成集中签约】 近日，安徽省聚变产业联合会第一届会员代表大会第二次会议在合肥召开。国家级可控核聚变产业知识产权运营中心在会上正式启动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441814212152) - 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所属主题：[[topics/187|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221812522158) - 本地资源：[[assets/images/260805_1424__光模块__8858458441824582.jpg|8858458441824582]] ![[assets/images/260805_1424__光模块__8858458441824582.jpg|1200]] ## 051. 1525125118544842 - 所属主题：[[topics/188|#胜宏科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441814244842) - 本地资源：[[assets/images/260805_1423__胜宏科技__1525125118544842.jpg|1525125118544842]] ![[assets/images/260805_1423__胜宏科技__1525125118544842.jpg|1200]] ## 052. 5121421445552544 - 所属主题：[[topics/206|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441518852211) - 本地资源：[[assets/images/260805_1354__存储__5121421445552544.jpg|5121421445552544]] ![[assets/images/260805_1354__存储__5121421445552544.jpg|1200]] ## 053. 1525125114522842 - 所属主题：[[topics/210|#国金 #PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448282542254) - 本地资源：[[assets/images/260805_1321__国金 _PCB__1525125114522842.jpg|1525125114522842]] ![[assets/images/260805_1321__国金 _PCB__1525125114522842.jpg|1200]] ## 054. 8858458442855412 - 所属主题：[[topics/211|#长信科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448282558814) - 本地资源：[[assets/images/260805_1321__长信科技__8858458442855412.jpg|8858458442855412]] ![[assets/images/260805_1321__长信科技__8858458442855412.jpg|1200]] ## 055. 5121421445122444 - 所属主题：[[topics/212|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118282448112) - 本地资源：[[assets/images/260805_1320__航天航空__5121421445122444.jpg|5121421445122444]] ![[assets/images/260805_1320__航天航空__5121421445122444.jpg|1200]] ## 056. 4848248225844228 - 所属主题：[[topics/213|#台湾]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118282448442) - 本地资源：[[assets/images/260805_1320__台湾__4848248225844228.jpg|4848248225844228]] ![[assets/images/260805_1320__台湾__4848248225844228.jpg|1200]] ## 057. 4848248225411188 - 所属主题：[[topics/214|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515221521) - 本地资源：[[assets/images/260805_1320__光模块__4848248225411188.jpg|4848248225411188]] ![[assets/images/260805_1320__光模块__4848248225411188.jpg|1200]] ## 058. 1525125114288112 - 所属主题：[[topics/215|#苹果 #长江存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515224511) - 本地资源：[[assets/images/260805_1320__苹果 _长江存储__1525125114288112.jpg|1525125114288112]] ![[assets/images/260805_1320__苹果 _长江存储__1525125114288112.jpg|1200]] ## 059. 1525125114288442 - 所属主题：[[topics/216|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515222851) - 本地资源：[[assets/images/260805_1319__光模块__1525125114288442.jpg|1525125114288442]] ![[assets/images/260805_1319__光模块__1525125114288442.jpg|1200]] ## 060. 5121421445552484 - 所属主题：[[topics/216|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515222851) - 本地资源：[[assets/images/260805_1319__光模块__5121421445552484.jpg|5121421445552484]] ![[assets/images/260805_1319__光模块__5121421445552484.jpg|1200]] ## 061. 1525125114288512 - 所属主题：[[topics/217|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515222551) - 本地资源：[[assets/images/260805_1318__中美关系__1525125114288512.jpg|1525125114288512]] ![[assets/images/260805_1318__中美关系__1525125114288512.jpg|1200]] ## 062. 8858458442512822 - 所属主题：[[topics/219|猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515284211) - 本地资源：[[assets/images/260805_1316_猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析__8858458442512822.jpg|8858458442512822]] ![[assets/images/260805_1316_猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析__8858458442512822.jpg|1200]] ## 063. 5121421445285184 - 所属主题：[[topics/219|猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515284211) - 本地资源：[[assets/images/260805_1316_猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析__5121421445285184.jpg|5121421445285184]] ![[assets/images/260805_1316_猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析__5121421445285184.jpg|1200]] ## 064. 2858458442512221 - 所属主题：[[topics/219|猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515284211) - 本地资源：[[assets/images/260805_1316_猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析__2858458442512221.jpg|2858458442512221]] ![[assets/images/260805_1316_猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析__2858458442512221.jpg|1200]] ## 065. 1525125114284482 - 所属主题：[[topics/219|猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515284211) - 本地资源：[[assets/images/260805_1316_猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析__1525125114284482.jpg|1525125114284482]] ![[assets/images/260805_1316_猫粮原材料成本测算分析和猫主粮销售渠道费用拆解 猫主粮成本测算逻辑和猫主粮生产成本与利润分析__1525125114284482.jpg|1200]] ## 066. 5121421445285224 - 所属主题：[[topics/220|看看这个碲化铋 这东西中国产能占70% 是光模块的核心散热材料 反制先锋 富信科技 东江环保]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118282454242) - 本地资源：[[assets/images/260805_1315_看看这个碲化铋 这东西中国产能占70% 是光模块的核心散热材料 反制先锋 富信科技 东江环保__5121421445285224.jpg|5121421445285224]] ![[assets/images/260805_1315_看看这个碲化铋 这东西中国产能占70% 是光模块的核心散热材料 反制先锋 富信科技 东江环保__5121421445285224.jpg|1200]] ## 067. 1525125114284252 - 所属主题：[[topics/220|看看这个碲化铋 这东西中国产能占70% 是光模块的核心散热材料 反制先锋 富信科技 东江环保]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118282454242) - 本地资源：[[assets/images/260805_1315_看看这个碲化铋 这东西中国产能占70% 是光模块的核心散热材料 反制先锋 富信科技 东江环保__1525125114284252.jpg|1525125114284252]] ![[assets/images/260805_1315_看看这个碲化铋 这东西中国产能占70% 是光模块的核心散热材料 反制先锋 富信科技 东江环保__1525125114284252.jpg|1200]] ## 068. 4848248225418128 - 所属主题：[[topics/221|#奇点星宇]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515288481) - 本地资源：[[assets/images/260805_1315__奇点星宇__4848248225418128.jpg|4848248225418128]] ![[assets/images/260805_1315__奇点星宇__4848248225418128.jpg|1200]] ## 069. 5121421445281414 - 所属主题：[[topics/222|#科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448282511224) - 本地资源：[[assets/images/260805_1314__科技__5121421445281414.jpg|5121421445281414]] ![[assets/images/260805_1314__科技__5121421445281414.jpg|1200]] ## 070. 1525125114285152 - 所属主题：[[topics/223|#东吴 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118282428812) - 本地资源：[[assets/images/260805_1314__东吴 _韩股__1525125114285152.jpg|1525125114285152]] ![[assets/images/260805_1314__东吴 _韩股__1525125114285152.jpg|1200]] ## 071. 8858458442584222 - 所属主题：[[topics/224|#黑毛 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441515251241) - 本地资源：[[assets/images/260805_1313__黑毛 _光模块__8858458442584222.jpg|8858458442584222]] ![[assets/images/260805_1313__黑毛 _光模块__8858458442584222.jpg|1200]] ## 072. 5121421442885284 - 所属主题：[[topics/265|#金属]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118215242282) - 本地资源：[[assets/images/260805_1111__金属__5121421442885284.jpg|5121421442885284]] ![[assets/images/260805_1111__金属__5121421442885284.jpg|1200]] ## 073. 4848248224114188 - 所属主题：[[topics/268|#浙商 #AMD]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441548582152) - 本地资源：[[assets/images/260805_1110__浙商 _AMD__4848248224114188.jpg|4848248224114188]] ![[assets/images/260805_1110__浙商 _AMD__4848248224114188.jpg|1200]] ## 074. 4848248224114288 - 所属主题：[[topics/270|#财通 #利率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118215254512) - 本地资源：[[assets/images/260805_1110__财通 _利率__4848248224114288.jpg|4848248224114288]] ![[assets/images/260805_1110__财通 _利率__4848248224114288.jpg|1200]] ## 075. 4848248224114558 - 所属主题：[[topics/271|#中信证券 #AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441548582581) - 本地资源：[[assets/images/260805_1110__中信证券 _AI安全__4848248224114558.jpg|4848248224114558]] ![[assets/images/260805_1110__中信证券 _AI安全__4848248224114558.jpg|1200]] ## 076. 5121421442844884 - 所属主题：[[topics/276|过两天就立秋了，是不是可以看看立秋的第一杯奶茶 重视【香飘飘 恒鑫生活】]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221428442228) - 本地资源：[[assets/images/260805_1108_过两天就立秋了，是不是可以看看立秋的第一杯奶茶 重视【香飘飘 恒鑫生活】__5121421442844884.jpg|5121421442844884]] ![[assets/images/260805_1108_过两天就立秋了，是不是可以看看立秋的第一杯奶茶 重视【香飘飘 恒鑫生活】__5121421442844884.jpg|1200]] ## 077. 2858458445444111 - 所属主题：[[topics/277|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118212485412) - 本地资源：[[assets/images/260805_1054__海力士__2858458445444111.jpg|2858458445444111]] ![[assets/images/260805_1054__海力士__2858458445444111.jpg|1200]] ## 078. 1525125112144112 - 所属主题：[[topics/279|#TSL #内存]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441545284442) - 本地资源：[[assets/images/260805_1046__TSL _内存__1525125112144112.jpg|1525125112144112]] ![[assets/images/260805_1046__TSL _内存__1525125112144112.jpg|1200]] ## 079. 4848248224258548 - 所属主题：[[topics/280|#中微公司]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441545282852) - 本地资源：[[assets/images/260805_1046__中微公司__4848248224258548.jpg|4848248224258548]] ![[assets/images/260805_1046__中微公司__4848248224258548.jpg|1200]] ## 080. 4848248224558888 - 所属主题：[[topics/284|#盘中宝 #铜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448242214224) - 本地资源：[[assets/images/260805_1032__盘中宝 _铜__4848248224558888.jpg|4848248224558888]] ![[assets/images/260805_1032__盘中宝 _铜__4848248224558888.jpg|1200]] ## 081. 2858458445281551 - 所属主题：[[topics/294|IC载板概念谷汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118212225112) - 本地资源：[[assets/images/260805_1029_IC载板概念谷汇总__2858458445281551.jpg|2858458445281551]] ![[assets/images/260805_1029_IC载板概念谷汇总__2858458445281551.jpg|1200]] ## 082. 4848248224585218 - 所属主题：[[topics/299|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441521111442) - 本地资源：[[assets/images/260805_1028__ETF__4848248224585218.jpg|4848248224585218]] ![[assets/images/260805_1028__ETF__4848248224585218.jpg|1200]] ## 083. 1525125112454822 - 所属主题：[[topics/299|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441521111442) - 本地资源：[[assets/images/260805_1028__ETF__1525125112454822.jpg|1525125112454822]] ![[assets/images/260805_1028__ETF__1525125112454822.jpg|1200]] ## 084. 8858458445282482 - 所属主题：[[topics/301|#中微公司]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448258888524) - 本地资源：[[assets/images/260805_1028__中微公司__8858458445282482.jpg|8858458445282482]] ![[assets/images/260805_1028__中微公司__8858458445282482.jpg|1200]] ## 085. 8858458445282242 - 所属主题：[[topics/303|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118248881242) - 本地资源：[[assets/images/260805_1028__霍尔木兹海峡__8858458445282242.jpg|8858458445282242]] ![[assets/images/260805_1028__霍尔木兹海峡__8858458445282242.jpg|1200]] ## 086. 2858458445255151 - 所属主题：[[topics/308|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441521448112) - 本地资源：[[assets/images/260805_1019__小光__2858458445255151.jpg|2858458445255151]] ![[assets/images/260805_1019__小光__2858458445255151.jpg|1200]] ## 087. 1525125112422882 - 所属主题：[[topics/308|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441521448112) - 本地资源：[[assets/images/260805_1019__小光__1525125112422882.jpg|1525125112422882]] ![[assets/images/260805_1019__小光__1525125112422882.jpg|1200]] ## 088. 2858458445811211 - 所属主题：[[topics/309|FDE概念谷(前沿部署工程师)核心标的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118248148842) - 本地资源：[[assets/images/260805_1018_FDE概念谷(前沿部署工程师)核心标的__2858458445811211.jpg|2858458445811211]] ![[assets/images/260805_1018_FDE概念谷(前沿部署工程师)核心标的__2858458445811211.jpg|1200]] ## 089. 4848248224544518 - 所属主题：[[topics/309|FDE概念谷(前沿部署工程师)核心标的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118248148842) - 本地资源：[[assets/images/260805_1018_FDE概念谷(前沿部署工程师)核心标的__4848248224544518.jpg|4848248224544518]] ![[assets/images/260805_1018_FDE概念谷(前沿部署工程师)核心标的__4848248224544518.jpg|1200]] ## 090. 2858458445255211 - 所属主题：[[topics/309|FDE概念谷(前沿部署工程师)核心标的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118248148842) - 本地资源：[[assets/images/260805_1018_FDE概念谷(前沿部署工程师)核心标的__2858458445255211.jpg|2858458445255211]] ![[assets/images/260805_1018_FDE概念谷(前沿部署工程师)核心标的__2858458445255211.jpg|1200]] ## 091. 1525125112588452 - 所属主题：[[topics/310|#神州信息]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441521421281) - 本地资源：[[assets/images/260805_1018__神州信息__1525125112588452.jpg|1525125112588452]] ![[assets/images/260805_1018__神州信息__1525125112588452.jpg|1200]] ## 092. 8858458445811822 - 所属主题：[[topics/311|#彩讯股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441521421522) - 本地资源：[[assets/images/260805_1018__彩讯股份__8858458445811822.jpg|8858458445811822]] ![[assets/images/260805_1018__彩讯股份__8858458445811822.jpg|1200]] ## 093. 5121421442188284 - 所属主题：[[topics/312|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441521422141) - 本地资源：[[assets/images/260805_1018__光模块__5121421442188284.jpg|5121421442188284]] ![[assets/images/260805_1018__光模块__5121421442188284.jpg|1200]] ## 094. 4848248224811488 - 所属主题：[[topics/313|#铟]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441521422442) - 本地资源：[[assets/images/260805_1017__铟__4848248224811488.jpg|4848248224811488]] ![[assets/images/260805_1017__铟__4848248224811488.jpg|1200]] ## 095. 1525125112581812 - 所属主题：[[topics/314|#软件]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441521422842) - 本地资源：[[assets/images/260805_1017__软件__1525125112581812.jpg|1525125112581812]] ![[assets/images/260805_1017__软件__1525125112581812.jpg|1200]] ## 096. 2858458445812541 - 所属主题：[[topics/316|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221451282248) - 本地资源：[[assets/images/260805_1015__市场__2858458445812541.jpg|2858458445812541]] ![[assets/images/260805_1015__市场__2858458445812541.jpg|1200]] ## 097. 1525125112585812 - 所属主题：[[topics/317|这个是诺诚建华688428的药，全球唯一治疗红斑狼疮，市场空间巨大]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221451282448) - 本地资源：[[assets/images/260805_1015_这个是诺诚建华688428的药，全球唯一治疗红斑狼疮，市场空间巨大__1525125112585812.jpg|1525125112585812]] ![[assets/images/260805_1015_这个是诺诚建华688428的药，全球唯一治疗红斑狼疮，市场空间巨大__1525125112585812.jpg|1200]] ## 098. 1525125112585152 - 所属主题：[[topics/318|#中信证券 #ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221451288258) - 本地资源：[[assets/images/260805_1015__中信证券 _ETF__1525125112585152.jpg|1525125112585152]] ![[assets/images/260805_1015__中信证券 _ETF__1525125112585152.jpg|1200]] ## 099. 2858458424848241 - 所属主题：[[topics/342|#英伟达 #无人驾驶]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118245121252) - 本地资源：[[assets/images/260805_0933__英伟达 _无人驾驶__2858458424848241.jpg|2858458424848241]] ![[assets/images/260805_0933__英伟达 _无人驾驶__2858458424848241.jpg|1200]] ## 100. 4848248252825128 - 所属主题：[[topics/342|#英伟达 #无人驾驶]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118245121252) - 本地资源：[[assets/images/260805_0933__英伟达 _无人驾驶__4848248252825128.jpg|4848248252825128]] ![[assets/images/260805_0933__英伟达 _无人驾驶__4848248252825128.jpg|1200]] ## 101. 8858458424881112 - 所属主题：[[topics/365|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448251118154) - 本地资源：[[assets/images/260805_0926__ETF__8858458424881112.jpg|8858458424881112]] ![[assets/images/260805_0926__ETF__8858458424881112.jpg|1200]] ## 102. 8858458424881442 - 所属主题：[[topics/367|#电报解读 #稀土永磁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448251111254) - 本地资源：[[assets/images/260805_0926__电报解读 _稀土永磁__8858458424881442.jpg|8858458424881442]] ![[assets/images/260805_0926__电报解读 _稀土永磁__8858458424881442.jpg|1200]] ## 103. 8858458424881882 - 所属主题：[[topics/370|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441528545421) - 本地资源：[[assets/images/260805_0925__监管__8858458424881882.jpg|8858458424881882]] ![[assets/images/260805_0925__监管__8858458424881882.jpg|1200]] ## 104. 4848248252488488 - 所属主题：[[topics/376|港谷开始反映了 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441525281422) - 本地资源：[[assets/images/260805_0911_港谷开始反映了 _光模块__4848248252488488.jpg|4848248252488488]] ![[assets/images/260805_0911_港谷开始反映了 _光模块__4848248252488488.jpg|1200]] ## 105. 1525125141255242 - 所属主题：[[topics/376|港谷开始反映了 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441525281422) - 本地资源：[[assets/images/260805_0911_港谷开始反映了 _光模块__1525125141255242.jpg|1525125141255242]] ![[assets/images/260805_0911_港谷开始反映了 _光模块__1525125141255242.jpg|1200]] ## 106. 1525125141252812 - 所属主题：[[topics/378|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441525284151) - 本地资源：[[assets/images/260805_0910__研选__1525125141252812.jpg|1525125141252812]] ![[assets/images/260805_0910__研选__1525125141252812.jpg|1200]] ## 107. 5121421454228284 - 所属主题：[[topics/383|#猴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221482225458) - 本地资源：[[assets/images/260805_0908__猴__5121421454228284.jpg|5121421454228284]] ![[assets/images/260805_0908__猴__5121421454228284.jpg|1200]] ## 108. 5121421455814854 - 所属主题：[[topics/398|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118251421442) - 本地资源：[[assets/images/260805_0904__小光__5121421455814854.jpg|5121421455814854]] ![[assets/images/260805_0904__小光__5121421455814854.jpg|1200]] ## 109. 2858458422184541 - 所属主题：[[topics/401|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221482818288) - 本地资源：[[assets/images/260805_0903__红宝书__2858458422184541.jpg|2858458422184541]] ![[assets/images/260805_0903__红宝书__2858458422184541.jpg|1200]] ## 110. 1525125144855412 - 所属主题：[[topics/410|#载板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448214288554) - 本地资源：[[assets/images/260805_0901__载板__1525125144855412.jpg|1525125144855412]] ![[assets/images/260805_0901__载板__1525125144855412.jpg|1200]] ## 111. 1525125144855552 - 所属主题：[[topics/411|#Rubin #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441584512452) - 本地资源：[[assets/images/260805_0901__Rubin _存储__1525125144855552.jpg|1525125144855552]] ![[assets/images/260805_0901__Rubin _存储__1525125144855552.jpg|1200]] ## 112. 8858458422185522 - 所属主题：[[topics/412|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441584515581) - 本地资源：[[assets/images/260805_0900__Anthropic__8858458422185522.jpg|8858458422185522]] ![[assets/images/260805_0900__Anthropic__8858458422185522.jpg|1200]] ## 113. 2858458422212511 - 所属主题：[[topics/424|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221485828818) - 本地资源：[[assets/images/260805_0844__九点特供__2858458422212511.jpg|2858458422212511]] ![[assets/images/260805_0844__九点特供__2858458422212511.jpg|1200]] ## 114. 4848248255515458 - 所属主题：[[topics/425|#电报解读 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118254515222) - 本地资源：[[assets/images/260805_0844__电报解读 _市场__4848248255515458.jpg|4848248255515458]] ![[assets/images/260805_0844__电报解读 _市场__4848248255515458.jpg|1200]] ## 115. 1525125144485812 - 所属主题：[[topics/426|#电报解读 #算力 #租赁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118254512452) - 本地资源：[[assets/images/260805_0843__电报解读 _算力 _租赁__1525125144485812.jpg|1525125144485812]] ![[assets/images/260805_0843__电报解读 _算力 _租赁__1525125144485812.jpg|1200]] ## 116. 1525125144485412 - 所属主题：[[topics/427|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221485411188) - 本地资源：[[assets/images/260805_0843__监管__1525125144485412.jpg|1525125144485412]] ![[assets/images/260805_0843__监管__1525125144485412.jpg|1200]] ## 117. 8858458422218252 - 所属主题：[[topics/428|#剑桥科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441582511281) - 本地资源：[[assets/images/260805_0843__剑桥科技__8858458422218252.jpg|8858458422218252]] ![[assets/images/260805_0843__剑桥科技__8858458422218252.jpg|1200]] ## 118. 8858458422241412 - 所属主题：[[topics/429|#高盛 #港股 #沪深港通]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448215282254) - 本地资源：[[assets/images/260805_0842__高盛 _港股 _沪深港通__8858458422241412.jpg|8858458422241412]] ![[assets/images/260805_0842__高盛 _港股 _沪深港通__8858458422241412.jpg|1200]] ## 119. 1525125144418842 - 所属主题：[[topics/429|#高盛 #港股 #沪深港通]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448215282254) - 本地资源：[[assets/images/260805_0842__高盛 _港股 _沪深港通__1525125144418842.jpg|1525125144418842]] ![[assets/images/260805_0842__高盛 _港股 _沪深港通__1525125144418842.jpg|1200]] ## 120. 2858458422241211 - 所属主题：[[topics/430|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441582544512) - 本地资源：[[assets/images/260805_0841__光模块__2858458422241211.jpg|2858458422241211]] ![[assets/images/260805_0841__光模块__2858458422241211.jpg|1200]] ## 121. 4848248255521288 - 所属主题：[[topics/430|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441582544512) - 本地资源：[[assets/images/260805_0841__光模块__4848248255521288.jpg|4848248255521288]] ![[assets/images/260805_0841__光模块__4848248255521288.jpg|1200]] ## 122. 4848248255521818 - 所属主题：[[topics/431|#东方港湾 #基金 #美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441582548551) - 本地资源：[[assets/images/260805_0841__东方港湾 _基金 _美股__4848248255521818.jpg|4848248255521818]] ![[assets/images/260805_0841__东方港湾 _基金 _美股__4848248255521818.jpg|1200]] ## 123. 8858458422244882 - 所属主题：[[topics/434|#多晶硅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221485455188) - 本地资源：[[assets/images/260805_0840__多晶硅__8858458422244882.jpg|8858458422244882]] ![[assets/images/260805_0840__多晶硅__8858458422244882.jpg|1200]] ## 124. 1525125144414112 - 所属主题：[[topics/436|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221485482188) - 本地资源：[[assets/images/260805_0839__半导体__1525125144414112.jpg|1525125144414112]] ![[assets/images/260805_0839__半导体__1525125144414112.jpg|1200]] ## 125. 1525125144414442 - 所属主题：[[topics/437|#AMD]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441582584842) - 本地资源：[[assets/images/260805_0839__AMD__1525125144414442.jpg|1525125144414442]] ![[assets/images/260805_0839__AMD__1525125144414442.jpg|1200]] ## 126. 4848248255525588 - 所属主题：[[topics/438|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448215215884) - 本地资源：[[assets/images/260805_0839__SpaceX__4848248255525588.jpg|4848248255525588]] ![[assets/images/260805_0839__SpaceX__4848248255525588.jpg|1200]] ## 127. 4848248255525458 - 所属主题：[[topics/440|#兴证 #日历]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441582588582) - 本地资源：[[assets/images/260805_0838__兴证 _日历__4848248255525458.jpg|4848248255525458]] ![[assets/images/260805_0838__兴证 _日历__4848248255525458.jpg|1200]] ## 128. 1525125144525582 - 所属主题：[[topics/491|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441551245441) - 本地资源：[[assets/images/260805_0808__全知道__1525125144525582.jpg|1525125144525582]] ![[assets/images/260805_0808__全知道__1525125144525582.jpg|1200]] ## 129. 5121421455122214 - 所属主题：[[topics/497|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441551224841) - 本地资源：[[assets/images/260805_0807__光模块__5121421455122214.jpg|5121421455122214]] ![[assets/images/260805_0807__光模块__5121421455122214.jpg|1200]] ## 130. 8858458422511442 - 所属主题：[[topics/499|#大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221441555828) - 本地资源：[[assets/images/260805_0807__大模型__8858458422511442.jpg|8858458422511442]] ![[assets/images/260805_0807__大模型__8858458422511442.jpg|1200]] ## 131. 2858458422511141 - 所属主题：[[topics/499|#大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221441555828) - 本地资源：[[assets/images/260805_0807__大模型__2858458422511141.jpg|2858458422511141]] ![[assets/images/260805_0807__大模型__2858458422511141.jpg|1200]] ## 132. 2858458422511211 - 所属主题：[[topics/502|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441551228242) - 本地资源：[[assets/images/260805_0806__监管__2858458422511211.jpg|2858458422511211]] ![[assets/images/260805_0806__监管__2858458422511211.jpg|1200]] ## 133. 5121421455288514 - 所属主题：[[topics/504|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221441558858) - 本地资源：[[assets/images/260805_0806__市场__5121421455288514.jpg|5121421455288514]] ![[assets/images/260805_0806__市场__5121421455288514.jpg|1200]] ## 134. 8858458422511252 - 所属主题：[[topics/506|#Palantir]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448228551244) - 本地资源：[[assets/images/260805_0806__Palantir__8858458422511252.jpg|8858458422511252]] ![[assets/images/260805_0806__Palantir__8858458422511252.jpg|1200]] ## 135. 1525125144288522 - 所属主题：[[topics/508|#三星 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221441554448) - 本地资源：[[assets/images/260805_0806__三星 _存储__1525125144288522.jpg|1525125144288522]] ![[assets/images/260805_0806__三星 _存储__1525125144288522.jpg|1200]] ## 136. 8858458422525122 - 所属主题：[[topics/510|#OpenAI #Anthro...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448228518444) - 本地资源：[[assets/images/260805_0805__OpenAI _Anthro__8858458422525122.jpg|8858458422525122]] ![[assets/images/260805_0805__OpenAI _Anthro__8858458422525122.jpg|1200]] ## 137. 8858458422525182 - 所属主题：[[topics/512|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221441581818) - 本地资源：[[assets/images/260805_0805__彭博新闻 _市场__8858458422525182.jpg|8858458422525182]] ![[assets/images/260805_0805__彭博新闻 _市场__8858458422525182.jpg|1200]] ## 138. 2858458422581141 - 所属主题：[[topics/523|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448228512484) - 本地资源：[[assets/images/260805_0803__光模块__2858458422581141.jpg|2858458422581141]] ![[assets/images/260805_0803__光模块__2858458422581141.jpg|1200]] ## 139. 8858458422584182 - 所属主题：[[topics/529|#国金 #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118228421422) - 本地资源：[[assets/images/260805_0801__国金 _光模块__8858458422584182.jpg|8858458422584182]] ![[assets/images/260805_0801__国金 _光模块__8858458422584182.jpg|1200]] ## 140. 4848248255482248 - 所属主题：[[topics/533|#美国 #导弹]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448228158114) - 本地资源：[[assets/images/260805_0801__美国 _导弹__4848248255482248.jpg|4848248255482248]] ![[assets/images/260805_0801__美国 _导弹__4848248255482248.jpg|1200]] ## 141. 8858458422584252 - 所属主题：[[topics/535|东方财富策略（2026-08-04） 💡韩股去杠杆走到哪一步了？ 1️⃣杠杆资金超额收益转负：参考2015年A股经验，杠杆资金超额收益归零，往往对应第1轮恐慌缓]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441551822412) - 本地资源：[[assets/images/260805_0800_东方财富策略（2026-08-04） 💡韩股去杠杆走到哪一步了？ 1️⃣杠杆资金超额收益转负：参考2__8858458422584252.jpg|8858458422584252]] ![[assets/images/260805_0800_东方财富策略（2026-08-04） 💡韩股去杠杆走到哪一步了？ 1️⃣杠杆资金超额收益转负：参考2__8858458422584252.jpg|1200]] ## 142. 4848248255482858 - 所属主题：[[topics/539|【国联民生能源 周泰团队】8月4日，三峡出库流量16900立方米/秒，同比上升26.12%，周环比上升19.86%；水位152.36米，同比上升0.16%，周环]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448228155124) - 本地资源：[[assets/images/260805_0800_【国联民生能源 周泰团队】8月4日，三峡出库流量16900立方米 秒，同比上升26.12%，周环比上__4848248255482858.jpg|4848248255482858]] ![[assets/images/260805_0800_【国联民生能源 周泰团队】8月4日，三峡出库流量16900立方米 秒，同比上升26.12%，周环比上__4848248255482858.jpg|1200]] ## 143. 4848248255482458 - 所属主题：[[topics/541|富国银行：Nvidia NVL72 物料清单 总体成本比较 > 每机柜总计：Vera Rubin NVL72 估计为 8,341,971 美元，与 GB300]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221441858188) - 本地资源：[[assets/images/260805_0759_富国银行：Nvidia NVL72 物料清单 总体成本比较 每机柜总计：Vera Rubin N__4848248255482458.jpg|4848248255482458]] ![[assets/images/260805_0759_富国银行：Nvidia NVL72 物料清单 总体成本比较 每机柜总计：Vera Rubin N__4848248255482458.jpg|1200]] ## 144. 1525125144254812 - 所属主题：[[topics/544|【西部策略 | 一图一策】 🔥公募基金7月可能逆势加仓TMT 1⃣ 据测算，7月以来主动公募基金的TMT总仓位仅小幅下降 2⃣ 若剔除被动的市值影响后，主动公募]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441551825212) - 本地资源：[[assets/images/260805_0759_【西部策略 一图一策】 🔥公募基金7月可能逆势加仓TMT 1⃣ 据测算，7月以来主动公募基金的T__1525125144254812.jpg|1525125144254812]] ![[assets/images/260805_0759_【西部策略 一图一策】 🔥公募基金7月可能逆势加仓TMT 1⃣ 据测算，7月以来主动公募基金的T__1525125144254812.jpg|1200]] ## 145. 8858458422582412 - 所属主题：[[topics/547|❗️【天风电新】顺络电子再推荐（4）：AI业务预期差大，钽电容+TLVR充分受益于硬件升级-0804 ——————————— 公司半年报#主业业绩超预期：Q2仅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221441854848) - 本地资源：[[assets/images/260805_0759_❗️【天风电新】顺络电子再推荐（4）：AI业务预期差大，钽电容+TLVR充分受益于硬件升级-0804__8858458422582412.jpg|8858458422582412]] ![[assets/images/260805_0759_❗️【天风电新】顺络电子再推荐（4）：AI业务预期差大，钽电容+TLVR充分受益于硬件升级-0804__8858458422582412.jpg|1200]]