--- date: 2026-08-06 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-08-06 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. 5121425242845424 - 所属主题：[[topics/071|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484121514824) - 本地资源：[[assets/images/260806_2227__早知道__5121425242845424.jpg|5121425242845424]] ![[assets/images/260806_2227__早知道__5121425242845424.jpg|1200]] ## 002. 8858452545142552 - 所属主题：[[topics/087|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484121522454) - 本地资源：[[assets/images/260806_2224__龙虎榜__8858452545142552.jpg|8858452545142552]] ![[assets/images/260806_2224__龙虎榜__8858452545142552.jpg|1200]] ## 003. 1525124212814212 - 所属主题：[[topics/087|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484121522454) - 本地资源：[[assets/images/260806_2224__龙虎榜__1525124212814212.jpg|1525124212814212]] ![[assets/images/260806_2224__龙虎榜__1525124212814212.jpg|1200]] ## 004. 8858452545152142 - 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所属主题：[[topics/131|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414512518151) - 本地资源：[[assets/images/260806_2008__AI安全__2858452524588121.jpg|2858452524588121]] ![[assets/images/260806_2008__AI安全__2858452524588121.jpg|1200]] ## 017. 2858452524588241 - 所属主题：[[topics/134|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414512515221) - 本地资源：[[assets/images/260806_2008__AI__2858452524588241.jpg|2858452524588241]] ![[assets/images/260806_2008__AI__2858452524588241.jpg|1200]] ## 018. 4848245455181258 - 所属主题：[[topics/136|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484285282154) - 本地资源：[[assets/images/260806_2007__市场__4848245455181258.jpg|4848245455181258]] ![[assets/images/260806_2007__市场__4848245455181258.jpg|1200]] ## 019. 8858452524588282 - 所属主题：[[topics/136|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484285282154) - 本地资源：[[assets/images/260806_2007__市场__8858452524588282.jpg|8858452524588282]] ![[assets/images/260806_2007__市场__8858452524588282.jpg|1200]] ## 020. 4848245452488528 - 所属主题：[[topics/136|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484285282154) - 本地资源：[[assets/images/260806_2007__市场__4848245452488528.jpg|4848245452488528]] ![[assets/images/260806_2007__市场__4848245452488528.jpg|1200]] ## 021. 2858452524588881 - 所属主题：[[topics/140|各位领导：刚刚从产业了解到，长存已收到客户的涨价函。本轮对美对日反制升温，光刻胶作为半导体核心卡脖子材料，国产稀缺品种战略价值凸显，强烈关注光刻胶稀缺品种。 #]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484282518454) - 本地资源：[[assets/images/260806_2007_各位领导：刚刚从产业了解到，长存已收到客户的涨价函。本轮对美对日反制升温，光刻胶作为半导体核心卡脖子__2858452524588881.jpg|2858452524588881]] ![[assets/images/260806_2007_各位领导：刚刚从产业了解到，长存已收到客户的涨价函。本轮对美对日反制升温，光刻胶作为半导体核心卡脖子__2858452524588881.jpg|1200]] ## 022. 5121425254211224 - 所属主题：[[topics/144|#电报解读 #脑机接口]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414515282112) - 本地资源：[[assets/images/260806_2006__电报解读 _脑机接口__5121425254211224.jpg|5121425254211224]] ![[assets/images/260806_2006__电报解读 _脑机接口__5121425254211224.jpg|1200]] ## 023. 5121425255845214 - 所属主题：[[topics/151|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414515285281) - 本地资源：[[assets/images/260806_2004__AI__5121425255845214.jpg|5121425255845214]] ![[assets/images/260806_2004__AI__5121425255845214.jpg|1200]] ## 024. 8858452522142542 - 所属主题：[[topics/151|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414515285281) - 本地资源：[[assets/images/260806_2004__AI__8858452522142542.jpg|8858452522142542]] ![[assets/images/260806_2004__AI__8858452522142542.jpg|1200]] ## 025. 8858452522148142 - 所属主题：[[topics/152|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）数字货币：央行会议强调，推进]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414515251181) - 本地资源：[[assets/images/260806_2004_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__8858452522148142.jpg|8858452522148142]] ![[assets/images/260806_2004_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__8858452522148142.jpg|1200]] ## 026. 4848245455158818 - 所属主题：[[topics/175|#刚果 #铜 #钴]] - 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所属主题：[[topics/182|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414515514542) - 本地资源：[[assets/images/260806_1953__Deepseek__2858452522182881.jpg|2858452522182881]] ![[assets/images/260806_1953__Deepseek__2858452522182881.jpg|1200]] ## 034. 5121425255811884 - 所属主题：[[topics/183|【兴证策略】五个维度观测科技筹码压力的消化 #1、主动公募持仓：股价下跌叠加主动调仓、已显著消化 股价下跌：电子和通信均已基本回吐二季度涨幅，意味着二季度主动公]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484282285424) - 本地资源：[[assets/images/260806_1953_【兴证策略】五个维度观测科技筹码压力的消化 _1、主动公募持仓：股价下跌叠加主动调仓、已显著消化 股__5121425255811884.jpg|5121425255811884]] ![[assets/images/260806_1953_【兴证策略】五个维度观测科技筹码压力的消化 _1、主动公募持仓：股价下跌叠加主动调仓、已显著消化 股__5121425255811884.jpg|1200]] ## 035. 5121425214441224 - 所属主题：[[topics/207|宁德时代枧下窝锂矿]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441428555581) - 本地资源：[[assets/images/260806_1416_宁德时代枧下窝锂矿__5121425214441224.jpg|5121425214441224]] ![[assets/images/260806_1416_宁德时代枧下窝锂矿__5121425214441224.jpg|1200]] ## 036. 4848245482224158 - 所属主题：[[topics/210|#厄尔尼诺]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448452884844) - 本地资源：[[assets/images/260806_1416__厄尔尼诺__4848245482224158.jpg|4848245482224158]] ![[assets/images/260806_1416__厄尔尼诺__4848245482224158.jpg|1200]] ## 037. 2858452584445451 - 所属主题：[[topics/211|#国联 #资产配置]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441425114852) - 本地资源：[[assets/images/260806_1415__国联 _资产配置__2858452584445451.jpg|2858452584445451]] ![[assets/images/260806_1415__国联 _资产配置__2858452584445451.jpg|1200]] ## 038. 1525124251112122 - 所属主题：[[topics/212|#TSL #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441425112142) - 本地资源：[[assets/images/260806_1415__TSL _存储__1525124251112122.jpg|1525124251112122]] ![[assets/images/260806_1415__TSL _存储__1525124251112122.jpg|1200]] ## 039. 5121425214442554 - 所属主题：[[topics/213|#光大 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221254118128) - 本地资源：[[assets/images/260806_1414__光大 _AI__5121425214442554.jpg|5121425214442554]] ![[assets/images/260806_1414__光大 _AI__5121425214442554.jpg|1200]] ## 040. 1525124251112422 - 所属主题：[[topics/214|#氢氟酸]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448452881444) - 本地资源：[[assets/images/260806_1414__氢氟酸__1525124251112422.jpg|1525124251112422]] ![[assets/images/260806_1414__氢氟酸__1525124251112422.jpg|1200]] ## 041. 1525124251148442 - 所属主题：[[topics/215|#国海 #AOI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441425118542) - 本地资源：[[assets/images/260806_1414__国海 _AOI__1525124251148442.jpg|1525124251148442]] ![[assets/images/260806_1414__国海 _AOI__1525124251148442.jpg|1200]] ## 042. 2858452584288851 - 所属主题：[[topics/237|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118151588852) - 本地资源：[[assets/images/260806_1334__存储__2858452584288851.jpg|2858452584288851]] ![[assets/images/260806_1334__存储__2858452584288851.jpg|1200]] ## 043. 1525124251455522 - 所属主题：[[topics/239|#氢氟酸]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221282811558) - 本地资源：[[assets/images/260806_1334__氢氟酸__1525124251455522.jpg|1525124251455522]] ![[assets/images/260806_1334__氢氟酸__1525124251455522.jpg|1200]] ## 044. 8858452584288282 - 所属主题：[[topics/239|#氢氟酸]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221282811558) - 本地资源：[[assets/images/260806_1334__氢氟酸__8858452584288282.jpg|8858452584288282]] ![[assets/images/260806_1334__氢氟酸__8858452584288282.jpg|1200]] ## 045. 5121425214511254 - 所属主题：[[topics/241|#字节跳动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118151581442) - 本地资源：[[assets/images/260806_1333__字节跳动__5121425214511254.jpg|5121425214511254]] ![[assets/images/260806_1333__字节跳动__5121425214511254.jpg|1200]] ## 046. 1525124251515552 - 所属主题：[[topics/280|厄尔尼诺重磅，#联合国粮食涨价警告，关注#金健米业、海南橡胶、新赛股份、秋乐种业、国投丰乐、红棉股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118154852152) - 本地资源：[[assets/images/260806_1308_厄尔尼诺重磅，_联合国粮食涨价警告，关注_金健米业、海南橡胶、新赛股份、秋乐种业、国投丰乐、红棉股份__1525124251515552.jpg|1525124251515552]] ![[assets/images/260806_1308_厄尔尼诺重磅，_联合国粮食涨价警告，关注_金健米业、海南橡胶、新赛股份、秋乐种业、国投丰乐、红棉股份__1525124251515552.jpg|1200]] ## 047. 5121425214124224 - 所属主题：[[topics/282|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118154852512) - 本地资源：[[assets/images/260806_1308__海力士__5121425214124224.jpg|5121425214124224]] ![[assets/images/260806_1308__海力士__5121425214124224.jpg|1200]] ## 048. 2858452584852121 - 所属主题：[[topics/284|#农业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441482185581) - 本地资源：[[assets/images/260806_1307__农业__2858452584852121.jpg|2858452584852121]] ![[assets/images/260806_1307__农业__2858452584852121.jpg|1200]] ## 049. 4848245482845258 - 所属主题：[[topics/287|#匈牙利 #电池]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118154828112) - 本地资源：[[assets/images/260806_1307__匈牙利 _电池__4848245482845258.jpg|4848245482845258]] ![[assets/images/260806_1307__匈牙利 _电池__4848245482845258.jpg|1200]] ## 050. 1525124251524822 - 所属主题：[[topics/287|#匈牙利 #电池]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118154828112) - 本地资源：[[assets/images/260806_1307__匈牙利 _电池__1525124251524822.jpg|1525124251524822]] ![[assets/images/260806_1307__匈牙利 _电池__1525124251524822.jpg|1200]] ## 051. 8858452584852122 - 所属主题：[[topics/287|#匈牙利 #电池]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118154828112) - 本地资源：[[assets/images/260806_1307__匈牙利 _电池__8858452584852122.jpg|8858452584852122]] ![[assets/images/260806_1307__匈牙利 _电池__8858452584852122.jpg|1200]] ## 052. 1525124251524482 - 所属主题：[[topics/290|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221285142548) - 本地资源：[[assets/images/260806_1306__美国__1525124251524482.jpg|1525124251524482]] ![[assets/images/260806_1306__美国__1525124251524482.jpg|1200]] ## 053. 1525124251524552 - 所属主题：[[topics/291|近期重点公司二季度财报核心数据对比（AMD、SpaceX、闪迪、西部数据、礼来、迪士尼）]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448415821124) - 本地资源：[[assets/images/260806_1305_近期重点公司二季度财报核心数据对比（AMD、SpaceX、闪迪、西部数据、礼来、迪士尼）__1525124251524552.jpg|1525124251524552]] ![[assets/images/260806_1305_近期重点公司二季度财报核心数据对比（AMD、SpaceX、闪迪、西部数据、礼来、迪士尼）__1525124251524552.jpg|1200]] ## 054. 2858452584855111 - 所属主题：[[topics/292|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118154144522) - 本地资源：[[assets/images/260806_1304__Deepseek__2858452584855111.jpg|2858452584855111]] ![[assets/images/260806_1304__Deepseek__2858452584855111.jpg|1200]] ## 055. 5121425214125554 - 所属主题：[[topics/292|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118154144522) - 本地资源：[[assets/images/260806_1304__Deepseek__5121425214125554.jpg|5121425214125554]] ![[assets/images/260806_1304__Deepseek__5121425214125554.jpg|1200]] ## 056. 8858452584855182 - 所属主题：[[topics/293|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118154145182) - 本地资源：[[assets/images/260806_1304__美联储__8858452584855182.jpg|8858452584855182]] ![[assets/images/260806_1304__美联储__8858452584855182.jpg|1200]] ## 057. 2858452582518111 - 所属主题：[[topics/304|#5G]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221242181428) - 本地资源：[[assets/images/260806_1108__5G__2858452582518111.jpg|2858452582518111]] ![[assets/images/260806_1108__5G__2858452582518111.jpg|1200]] ## 058. 4848245485418188 - 所属主题：[[topics/305|#浙商 #指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121182842) - 本地资源：[[assets/images/260806_1107__浙商 _指数__4848245485418188.jpg|4848245485418188]] ![[assets/images/260806_1107__浙商 _指数__4848245485418188.jpg|1200]] ## 059. 4848245485418248 - 所属主题：[[topics/306|马斯克官宣Megapack 3开始量产！供应链直接受益 事件：马斯克发帖祝贺Megapack团队，Megapack 3正式进入量产阶段。特斯拉储能业务是继电动车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121182552) - 本地资源：[[assets/images/260806_1107_马斯克官宣Megapack 3开始量产！供应链直接受益 事件：马斯克发帖祝贺Megapack团队，M__4848245485418248.jpg|4848245485418248]] ![[assets/images/260806_1107_马斯克官宣Megapack 3开始量产！供应链直接受益 事件：马斯克发帖祝贺Megapack团队，M__4848245485418248.jpg|1200]] ## 060. 1525124254285142 - 所属主题：[[topics/306|马斯克官宣Megapack 3开始量产！供应链直接受益 事件：马斯克发帖祝贺Megapack团队，Megapack 3正式进入量产阶段。特斯拉储能业务是继电动车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121182552) - 本地资源：[[assets/images/260806_1107_马斯克官宣Megapack 3开始量产！供应链直接受益 事件：马斯克发帖祝贺Megapack团队，M__1525124254285142.jpg|1525124254285142]] ![[assets/images/260806_1107_马斯克官宣Megapack 3开始量产！供应链直接受益 事件：马斯克发帖祝贺Megapack团队，M__1525124254285142.jpg|1200]] ## 061. 2858452582518511 - 所属主题：[[topics/307|#白毛 #CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121111442) - 本地资源：[[assets/images/260806_1106__白毛 _CPO__2858452582518511.jpg|2858452582518511]] ![[assets/images/260806_1106__白毛 _CPO__2858452582518511.jpg|1200]] ## 062. 2858452582541881 - 所属主题：[[topics/308|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121144122) - 本地资源：[[assets/images/260806_1104__小光__2858452582541881.jpg|2858452582541881]] ![[assets/images/260806_1104__小光__2858452582541881.jpg|1200]] ## 063. 4848245485421428 - 所属主题：[[topics/309|#高盛 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121144582) - 本地资源：[[assets/images/260806_1103__高盛 _韩股__4848245485421428.jpg|4848245485421428]] ![[assets/images/260806_1103__高盛 _韩股__4848245485421428.jpg|1200]] ## 064. 5121425215248224 - 所属主题：[[topics/310|🎉#英伟达AI-RAN加速落地，射频前端迎升级需求#，AI-RAN将AI算力与无线接入网深度融合，带动基站侧从传统通信设备向“通信+算力”一体化升级。随着频段增]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121144242) - 本地资源：[[assets/images/260806_1103_🎉_英伟达AI-RAN加速落地，射频前端迎升级需求_，AI-RAN将AI算力与无线接入网深度融合，带__5121425215248224.jpg|5121425215248224]] ![[assets/images/260806_1103_🎉_英伟达AI-RAN加速落地，射频前端迎升级需求_，AI-RAN将AI算力与无线接入网深度融合，带__5121425215248224.jpg|1200]] ## 065. 2858452582545421 - 所属主题：[[topics/311|🌞英伟达布局AI基站，关注武汉凡谷、卓胜微 🌹英伟达正寻找中国AI基站供应商，并计划于2027—2028年推进端侧算力组网。核心逻辑是将传统基站升级为“通信＋边]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121128482) - 本地资源：[[assets/images/260806_1059_🌞英伟达布局AI基站，关注武汉凡谷、卓胜微 🌹英伟达正寻找中国AI基站供应商，并计划于2027—20__2858452582545421.jpg|2858452582545421]] ![[assets/images/260806_1059_🌞英伟达布局AI基站，关注武汉凡谷、卓胜微 🌹英伟达正寻找中国AI基站供应商，并计划于2027—20__2858452582545421.jpg|1200]] ## 066. 8858452582545212 - 所属主题：[[topics/312|【6G概念异动拉升 广哈通信20cm涨停】财联社8月6日电，6G概念盘中异动拉升，广哈通信20cm涨停，此前武汉凡谷涨停，本川智能、创远信科、硕贝德、信科移动、]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121128552) - 本地资源：[[assets/images/260806_1059_【6G概念异动拉升 广哈通信20cm涨停】财联社8月6日电，6G概念盘中异动拉升，广哈通信20cm涨__8858452582545212.jpg|8858452582545212]] ![[assets/images/260806_1059_【6G概念异动拉升 广哈通信20cm涨停】财联社8月6日电，6G概念盘中异动拉升，广哈通信20cm涨__8858452582545212.jpg|1200]] ## 067. 5121425215245814 - 所属主题：[[topics/312|【6G概念异动拉升 广哈通信20cm涨停】财联社8月6日电，6G概念盘中异动拉升，广哈通信20cm涨停，此前武汉凡谷涨停，本川智能、创远信科、硕贝德、信科移动、]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121128552) - 本地资源：[[assets/images/260806_1059_【6G概念异动拉升 广哈通信20cm涨停】财联社8月6日电，6G概念盘中异动拉升，广哈通信20cm涨__5121425215245814.jpg|5121425215245814]] ![[assets/images/260806_1059_【6G概念异动拉升 广哈通信20cm涨停】财联社8月6日电，6G概念盘中异动拉升，广哈通信20cm涨__5121425215245814.jpg|1200]] ## 068. 2858452582545281 - 所属主题：[[topics/313|#财通 #宏观]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448424424884) - 本地资源：[[assets/images/260806_1059__财通 _宏观__2858452582545281.jpg|2858452582545281]] ![[assets/images/260806_1059__财通 _宏观__2858452582545281.jpg|1200]] ## 069. 5121425215242154 - 所属主题：[[topics/314|#财通 #城投 #债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441454454442) - 本地资源：[[assets/images/260806_1059__财通 _城投 _债__5121425215242154.jpg|5121425215242154]] ![[assets/images/260806_1059__财通 _城投 _债__5121425215242154.jpg|1200]] ## 070. 1525124254212522 - 所属主题：[[topics/315|#财通 #利率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441454454841) - 本地资源：[[assets/images/260806_1058__财通 _利率__1525124254212522.jpg|1525124254212522]] ![[assets/images/260806_1058__财通 _利率__1525124254212522.jpg|1200]] ## 071. 2858452582521121 - 所属主题：[[topics/316|#AI钱包]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121125852) - 本地资源：[[assets/images/260806_1058__AI钱包__2858452582521121.jpg|2858452582521121]] ![[assets/images/260806_1058__AI钱包__2858452582521121.jpg|1200]] ## 072. 4848245485424488 - 所属主题：[[topics/316|#AI钱包]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118121125852) - 本地资源：[[assets/images/260806_1058__AI钱包__4848245485424488.jpg|4848245485424488]] ![[assets/images/260806_1058__AI钱包__4848245485424488.jpg|1200]] ## 073. 5121425228414144 - 所属主题：[[topics/343|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221511582518) - 本地资源：[[assets/images/260806_0934__小光__5121425228414144.jpg|5121425228414144]] ![[assets/images/260806_0934__小光__5121425228414144.jpg|1200]] ## 074. 4848245441285158 - 所属主题：[[topics/346|分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深圳之外，加入杭州、成都、苏州和合肥的跟踪分析，同时对比房价和]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441211288481) - 本地资源：[[assets/images/260806_0934_分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深__4848245441285158.jpg|4848245441285158]] ![[assets/images/260806_0934_分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深__4848245441285158.jpg|1200]] ## 075. 2858452551482111 - 所属主题：[[topics/346|分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深圳之外，加入杭州、成都、苏州和合肥的跟踪分析，同时对比房价和]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441211288481) - 本地资源：[[assets/images/260806_0934_分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深__2858452551482111.jpg|2858452551482111]] ![[assets/images/260806_0934_分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深__2858452551482111.jpg|1200]] ## 076. 5121425228414254 - 所属主题：[[topics/346|分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深圳之外，加入杭州、成都、苏州和合肥的跟踪分析，同时对比房价和]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441211288481) - 本地资源：[[assets/images/260806_0934_分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深__5121425228414254.jpg|5121425228414254]] ![[assets/images/260806_0934_分总价段数据更新至8.2（调整口径为周环比，反映7、8月淡季更高频的行为），除了上海、北京、广州、深__5121425228414254.jpg|1200]] ## 077. 1525124228154182 - 所属主题：[[topics/348|看好黄金预期转向带来【黄金股估值重构】 昨晚ADP数据落地、美国解除伊朗制裁，一系列客观数据层面确实对金价形成利好。但我们想强调一点，#比短期金价涨到多少更关键]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441211251151) - 本地资源：[[assets/images/260806_0933_看好黄金预期转向带来【黄金股估值重构】 昨晚ADP数据落地、美国解除伊朗制裁，一系列客观数据层面确实__1525124228154182.jpg|1525124228154182]] ![[assets/images/260806_0933_看好黄金预期转向带来【黄金股估值重构】 昨晚ADP数据落地、美国解除伊朗制裁，一系列客观数据层面确实__1525124228154182.jpg|1200]] ## 078. 8858452551222252 - 所属主题：[[topics/371|#打印机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448584882154) - 本地资源：[[assets/images/260806_0925__打印机__8858452551222252.jpg|8858452551222252]] ![[assets/images/260806_0925__打印机__8858452551222252.jpg|1200]] ## 079. 2858452551222281 - 所属主题：[[topics/371|#打印机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448584882154) - 本地资源：[[assets/images/260806_0925__打印机__2858452551222281.jpg|2858452551222281]] ![[assets/images/260806_0925__打印机__2858452551222281.jpg|1200]] ## 080. 4848245441558448 - 所属主题：[[topics/375|今日针对 汽车零部件 板块传统标的做了一次“体检” 核心思路是： #在兼顾防守诉求的同时，#谁能更有中长期的想象力 指标设计的思路如上👆 · [烟花]底线思维看]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118481814182) - 本地资源：[[assets/images/260806_0924_今日针对 汽车零部件 板块传统标的做了一次“体检” 核心思路是： _在兼顾防守诉求的同时，_谁能更有__4848245441558448.jpg|4848245441558448]] ![[assets/images/260806_0924_今日针对 汽车零部件 板块传统标的做了一次“体检” 核心思路是： _在兼顾防守诉求的同时，_谁能更有__4848245441558448.jpg|1200]] ## 081. 5121425228528454 - 所属主题：[[topics/391|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448584411584) - 本地资源：[[assets/images/260806_0919__ETF__5121425228528454.jpg|5121425228528454]] ![[assets/images/260806_0919__ETF__5121425228528454.jpg|1200]] ## 082. 5121425228528524 - 所属主题：[[topics/393|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441214488552) - 本地资源：[[assets/images/260806_0918__红宝书__5121425228528524.jpg|5121425228528524]] ![[assets/images/260806_0918__红宝书__5121425228528524.jpg|1200]] ## 083. 8858452551252412 - 所属主题：[[topics/398|#微软 #OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441214222421) - 本地资源：[[assets/images/260806_0917__微软 _OpenAI__8858452551252412.jpg|8858452551252412]] ![[assets/images/260806_0917__微软 _OpenAI__8858452551252412.jpg|1200]] ## 084. 8858452551252452 - 所属主题：[[topics/400|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118481445252) - 本地资源：[[assets/images/260806_0917__美联储__8858452551252452.jpg|8858452551252452]] ![[assets/images/260806_0917__美联储__8858452551252452.jpg|1200]] ## 085. 1525124228424422 - 所属主题：[[topics/401|#算力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448584552154) - 本地资源：[[assets/images/260806_0916__算力__1525124228424422.jpg|1525124228424422]] ![[assets/images/260806_0916__算力__1525124228424422.jpg|1200]] ## 086. 5121425228128424 - 所属主题：[[topics/403|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448581181254) - 本地资源：[[assets/images/260806_0906__九点特供__5121425228128424.jpg|5121425228128424]] ![[assets/images/260806_0906__九点特供__5121425228128424.jpg|1200]] ## 087. 8858452551854842 - 所属主题：[[topics/404|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441218841541) - 本地资源：[[assets/images/260806_0906__研选__8858452551854842.jpg|8858452551854842]] ![[assets/images/260806_0906__研选__8858452551854842.jpg|1200]] ## 088. 4848245441845228 - 所属主题：[[topics/406|鑫多多概念谷：前十大谷东? 德龙汇能（22.52元/47.65亿） 龙星科技（4.97元/18.45亿） 法尔胜（7.43元/18.58亿） 国晟科技（10.6]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118485512152) - 本地资源：[[assets/images/260806_0905_鑫多多概念谷：前十大谷东 德龙汇能（22.52元 47.65亿） 龙星科技（4.97元 18.45__4848245441845228.jpg|4848245441845228]] ![[assets/images/260806_0905_鑫多多概念谷：前十大谷东 德龙汇能（22.52元 47.65亿） 龙星科技（4.97元 18.45__4848245441845228.jpg|1200]] ## 089. 5121425228122254 - 所属主题：[[topics/410|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441218548881) - 本地资源：[[assets/images/260806_0903__光模块__5121425228122254.jpg|5121425228122254]] ![[assets/images/260806_0903__光模块__5121425228122254.jpg|1200]] ## 090. 5121425228284424 - 所属主题：[[topics/411|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221518455848) - 本地资源：[[assets/images/260806_0902__监管__5121425228284424.jpg|5121425228284424]] ![[assets/images/260806_0902__监管__5121425228284424.jpg|1200]] ## 091. 2858452551514281 - 所属主题：[[topics/412|#兴证 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221518458528) - 本地资源：[[assets/images/260806_0902__兴证 _MLCC__2858452551514281.jpg|2858452551514281]] ![[assets/images/260806_0902__兴证 _MLCC__2858452551514281.jpg|1200]] ## 092. 1525124228281582 - 所属主题：[[topics/413|【国联民生能源】环渤海港库存下降，电厂日耗上升，可用天数下降 🌟8月5日，72港煤炭库存7493万吨，周环比下降1.9%，同比增长702.4万吨；其中环渤海港口]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441218581482) - 本地资源：[[assets/images/260806_0901_【国联民生能源】环渤海港库存下降，电厂日耗上升，可用天数下降 🌟8月5日，72港煤炭库存7493万吨__1525124228281582.jpg|1525124228281582]] ![[assets/images/260806_0901_【国联民生能源】环渤海港库存下降，电厂日耗上升，可用天数下降 🌟8月5日，72港煤炭库存7493万吨__1525124228281582.jpg|1200]] ## 093. 8858452551514852 - 所属主题：[[topics/414|#互联网]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441218584581) - 本地资源：[[assets/images/260806_0901__互联网__8858452551514852.jpg|8858452551514852]] ![[assets/images/260806_0901__互联网__8858452551514852.jpg|1200]] ## 094. 5121425224854844 - 所属主题：[[topics/426|#浙商 #FDE #云计算]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118482221822) - 本地资源：[[assets/images/260806_0839__浙商 _FDE _云计算__5121425224854844.jpg|5121425224854844]] ![[assets/images/260806_0839__浙商 _FDE _云计算__5121425224854844.jpg|1200]] ## 095. 1525124221845842 - 所属主题：[[topics/429|#半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221521118448) - 本地资源：[[assets/images/260806_0837__半导体__1525124221845842.jpg|1525124221845842]] ![[assets/images/260806_0837__半导体__1525124221845842.jpg|1200]] ## 096. 8858452554288282 - 所属主题：[[topics/518|#安信 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441242525481) - 本地资源：[[assets/images/260806_0801__安信 _策略__8858452554288282.jpg|8858452554288282]] ![[assets/images/260806_0801__安信 _策略__8858452554288282.jpg|1200]] ## 097. 4848245442541218 - 所属主题：[[topics/530|#中美关系 #多晶硅 #关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118415814222) - 本地资源：[[assets/images/260806_0759__中美关系 _多晶硅 _关税__4848245442541218.jpg|4848245442541218]] ![[assets/images/260806_0759__中美关系 _多晶硅 _关税__4848245442541218.jpg|1200]] ## 098. 8858452554251442 - 所属主题：[[topics/532|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441248148222) - 本地资源：[[assets/images/260806_0759__监管__8858452554251442.jpg|8858452554251442]] ![[assets/images/260806_0759__监管__8858452554251442.jpg|1200]] ## 099. 4848245442541528 - 所属主题：[[topics/535|#Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441248121411) - 本地资源：[[assets/images/260806_0758__Meta__4848245442541528.jpg|4848245442541528]] ![[assets/images/260806_0758__Meta__4848245442541528.jpg|1200]] ## 100. 4848245442541558 - 所属主题：[[topics/537|#AI #对冲基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221528151588) - 本地资源：[[assets/images/260806_0758__AI _对冲基金__4848245442541558.jpg|4848245442541558]] ![[assets/images/260806_0758__AI _对冲基金__4848245442541558.jpg|1200]] ## 101. 4848245442541548 - 所属主题：[[topics/539|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441248124512) - 本地资源：[[assets/images/260806_0758__霍尔木兹海峡__4848245442541548.jpg|4848245442541548]] ![[assets/images/260806_0758__霍尔木兹海峡__4848245442541548.jpg|1200]] ## 102. 4848245442541818 - 所属主题：[[topics/540|#摩根大通 #科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118415844812) - 本地资源：[[assets/images/260806_0758__摩根大通 _科技__4848245442541818.jpg|4848245442541818]] ![[assets/images/260806_0758__摩根大通 _科技__4848245442541818.jpg|1200]] ## 103. 2858452554251541 - 所属主题：[[topics/544|#三星 #折叠屏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422118415844252) - 本地资源：[[assets/images/260806_0757__三星 _折叠屏__2858452554251541.jpg|2858452554251541]] ![[assets/images/260806_0757__三星 _折叠屏__2858452554251541.jpg|1200]] ## 104. 4848245442541428 - 所属主题：[[topics/546|#Meta #AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441248128552) - 本地资源：[[assets/images/260806_0757__Meta _AI安全__4848245442541428.jpg|4848245442541428]] ![[assets/images/260806_0757__Meta _AI安全__4848245442541428.jpg|1200]] ## 105. 8858452554251552 - 所属主题：[[topics/548|#存储 #ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255441248125812) - 本地资源：[[assets/images/260806_0757__存储 _ETF__8858452554251552.jpg|8858452554251552]] ![[assets/images/260806_0757__存储 _ETF__8858452554251552.jpg|1200]] ## 106. 4848245442542448 - 所属主题：[[topics/550|#中复神鹰]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448541818224) - 本地资源：[[assets/images/260806_0757__中复神鹰__4848245442542448.jpg|4848245442542448]] ![[assets/images/260806_0757__中复神鹰__4848245442542448.jpg|1200]] ## 107. 2858452554252141 - 所属主题：[[topics/552|#星环科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522448541814584) - 本地资源：[[assets/images/260806_0756__星环科技__2858452554252141.jpg|2858452554252141]] ![[assets/images/260806_0756__星环科技__2858452554252141.jpg|1200]] ## 108. 4848245442548188 - 所属主题：[[topics/570|#天风 #GLP-1]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221528255518) - 本地资源：[[assets/images/260806_0752__天风 _GLP-1__4848245442548188.jpg|4848245442548188]] ![[assets/images/260806_0752__天风 _GLP-1__4848245442548188.jpg|1200]] ## 109. 8858452554258182 - 所属主题：[[topics/570|#天风 #GLP-1]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221528255518) - 本地资源：[[assets/images/260806_0752__天风 _GLP-1__8858452554258182.jpg|8858452554258182]] ![[assets/images/260806_0752__天风 _GLP-1__8858452554258182.jpg|1200]] ## 110. 1525124221422882 - 所属主题：[[topics/572|#兴证 #公募基金数据库 #T...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255441248428251) - 本地资源：[[assets/images/260806_0752__兴证 _公募基金数据库 _T__1525124221422882.jpg|1525124221422882]] ![[assets/images/260806_0752__兴证 _公募基金数据库 _T__1525124221422882.jpg|1200]] ## 111. 1525124221422852 - 所属主题：[[topics/574|#东北 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221528258488) - 本地资源：[[assets/images/260806_0752__东北 _MLCC__1525124221422852.jpg|1525124221422852]] ![[assets/images/260806_0752__东北 _MLCC__1525124221422852.jpg|1200]] ## 112. 8858452554255122 - 所属主题：[[topics/574|#东北 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544221528258488) - 本地资源：[[assets/images/260806_0752__东北 _MLCC__8858452554255122.jpg|8858452554255122]] ![[assets/images/260806_0752__东北 _MLCC__8858452554255122.jpg|1200]]