--- date: 2026-08-07 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-08-07 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. 2858452851258111 - 所属主题：[[topics/001|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181145414282) - 本地资源：[[assets/images/260807_2241__市场__2858452851258111.jpg|2858452851258111]] ![[assets/images/260807_2241__市场__2858452851258111.jpg|1200]] ## 002. 5121425128511814 - 所属主题：[[topics/003|【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下： 周一，我们发了文《》，申请开圈； 周二，中午11点多，通道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451542514) - 本地资源：[[assets/images/260807_2239_【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下：__5121425128511814.jpg|5121425128511814]] ![[assets/images/260807_2239_【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下：__5121425128511814.jpg|1200]] ## 003. 4848245841585448 - 所属主题：[[topics/003|【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下： 周一，我们发了文《》，申请开圈； 周二，中午11点多，通道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451542514) - 本地资源：[[assets/images/260807_2239_【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下：__4848245841585448.jpg|4848245841585448]] ![[assets/images/260807_2239_【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下：__4848245841585448.jpg|1200]] ## 004. 8858452851282882 - 所属主题：[[topics/003|【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下： 周一，我们发了文《》，申请开圈； 周二，中午11点多，通道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451542514) - 本地资源：[[assets/images/260807_2239_【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下：__8858452851282882.jpg|8858452851282882]] ![[assets/images/260807_2239_【聊天】今天震得开心不？ 【盘后】好啦，今天不是车震，不是船震，是仁者股震，享受就好！ 稍微小结下：__8858452851282882.jpg|1200]] ## 005. 8858452851288452 - 所属主题：[[topics/004|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451554154) - 本地资源：[[assets/images/260807_2237__海力士__8858452851288452.jpg|8858452851288452]] ![[assets/images/260807_2237__海力士__8858452851288452.jpg|1200]] ## 006. 4848245841588588 - 所属主题：[[topics/005|#炬光科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451554284) - 本地资源：[[assets/images/260807_2237__炬光科技__4848245841588588.jpg|4848245841588588]] ![[assets/images/260807_2237__炬光科技__4848245841588588.jpg|1200]] ## 007. 1525124528455242 - 所属主题：[[topics/006|#徐工机械]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414428224581) - 本地资源：[[assets/images/260807_2236__徐工机械__1525124528455242.jpg|1525124528455242]] ![[assets/images/260807_2236__徐工机械__1525124528455242.jpg|1200]] ## 008. 1525124528452242 - 所属主题：[[topics/009|#AI #英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212258555888) - 本地资源：[[assets/images/260807_2235__AI _英伟达__1525124528452242.jpg|1525124528452242]] ![[assets/images/260807_2235__AI _英伟达__1525124528452242.jpg|1200]] ## 009. 1525124528428112 - 所属主题：[[topics/012|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181145445222) - 本地资源：[[assets/images/260807_2235__中美关系__1525124528428112.jpg|1525124528428112]] ![[assets/images/260807_2235__中美关系__1525124528428112.jpg|1200]] ## 010. 5121425128528484 - 所属主题：[[topics/012|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181145445222) - 本地资源：[[assets/images/260807_2235__中美关系__5121425128528484.jpg|5121425128528484]] ![[assets/images/260807_2235__中美关系__5121425128528484.jpg|1200]] ## 011. 4848245841541258 - 所属主题：[[topics/015|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212258554248) - 本地资源：[[assets/images/260807_2234__AI__4848245841541258.jpg|4848245841541258]] ![[assets/images/260807_2234__AI__4848245841541258.jpg|1200]] ## 012. 2858452851251251 - 所属主题：[[topics/016|#量化]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451518144) - 本地资源：[[assets/images/260807_2233__量化__2858452851251251.jpg|2858452851251251]] ![[assets/images/260807_2233__量化__2858452851251251.jpg|1200]] ## 013. 1525124528424842 - 所属主题：[[topics/022|#黑毛 #海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212258585858) - 本地资源：[[assets/images/260807_2232__黑毛 _海力士__1525124528424842.jpg|1525124528424842]] ![[assets/images/260807_2232__黑毛 _海力士__1525124528424842.jpg|1200]] ## 014. 1525124528424412 - 所属主题：[[topics/024|#Aaoi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414428288181) - 本地资源：[[assets/images/260807_2231__Aaoi__1525124528424412.jpg|1525124528424412]] ![[assets/images/260807_2231__Aaoi__1525124528424412.jpg|1200]] ## 015. 5121425128525254 - 所属主题：[[topics/029|1.市场多个方向反弹走强，创新药/科技/贵金属等都有反弹；市场情绪保持修复。外围中东冲突仍有反复，8月仍要留意中报业绩披露的情况；下周开始中报密集披露开启。 2]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414428251141) - 本地资源：[[assets/images/260807_2230_1.市场多个方向反弹走强，创新药 科技 贵金属等都有反弹；市场情绪保持修复。外围中东冲突仍有反复，8__5121425128525254.jpg|5121425128525254]] ![[assets/images/260807_2230_1.市场多个方向反弹走强，创新药 科技 贵金属等都有反弹；市场情绪保持修复。外围中东冲突仍有反复，8__5121425128525254.jpg|1200]] ## 016. 8858452851258522 - 所属主题：[[topics/031|【图解｜宇树科技股东梳理】 8月7日｜8月6日晚，宇树科技发布科创板上市发行公告。公告显示，宇树科技此次科创板IPO(首次公开募股)拟发行新股数量为4044.6]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414428251211) - 本地资源：[[assets/images/260807_2230_【图解｜宇树科技股东梳理】 8月7日｜8月6日晚，宇树科技发布科创板上市发行公告。公告显示，宇树科技__8858452851258522.jpg|8858452851258522]] ![[assets/images/260807_2230_【图解｜宇树科技股东梳理】 8月7日｜8月6日晚，宇树科技发布科创板上市发行公告。公告显示，宇树科技__8858452851258522.jpg|1200]] ## 017. 2858452851255181 - 所属主题：[[topics/034|#银行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181145428552) - 本地资源：[[assets/images/260807_2229__银行__2858452851255181.jpg|2858452851255181]] ![[assets/images/260807_2229__银行__2858452851255181.jpg|1200]] ## 018. 5121425128522444 - 所属主题：[[topics/037|#黄金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414428254511) - 本地资源：[[assets/images/260807_2229__黄金__5121425128522444.jpg|5121425128522444]] ![[assets/images/260807_2229__黄金__5121425128522444.jpg|1200]] ## 019. 2858452851255211 - 所属主题：[[topics/038|#花旗 #美光科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212258542488) - 本地资源：[[assets/images/260807_2229__花旗 _美光科技__2858452851255211.jpg|2858452851255211]] ![[assets/images/260807_2229__花旗 _美光科技__2858452851255211.jpg|1200]] ## 020. 4848245841544588 - 所属主题：[[topics/041|#互联网]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414428252152) - 本地资源：[[assets/images/260807_2228__互联网__4848245841544588.jpg|4848245841544588]] ![[assets/images/260807_2228__互联网__4848245841544588.jpg|1200]] ## 021. 8858452851255582 - 所属主题：[[topics/046|#TSL #Terafab]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181145424282) - 本地资源：[[assets/images/260807_2227__TSL _Terafab__8858452851255582.jpg|8858452851255582]] ![[assets/images/260807_2227__TSL _Terafab__8858452851255582.jpg|1200]] ## 022. 2858452851814151 - 所属主题：[[topics/048|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451522854) - 本地资源：[[assets/images/260807_2227__光模块__2858452851814151.jpg|2858452851814151]] ![[assets/images/260807_2227__光模块__2858452851814151.jpg|1200]] ## 023. 8858452851811522 - 所属主题：[[topics/048|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451522854) - 本地资源：[[assets/images/260807_2227__光模块__8858452851811522.jpg|8858452851811522]] ![[assets/images/260807_2227__光模块__8858452851811522.jpg|1200]] ## 024. 2858452851814821 - 所属主题：[[topics/054|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451522224) - 本地资源：[[assets/images/260807_2226__光模块__2858452851814821.jpg|2858452851814821]] ![[assets/images/260807_2226__光模块__2858452851814821.jpg|1200]] ## 025. 1525124528581142 - 所属主题：[[topics/054|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484451522224) - 本地资源：[[assets/images/260807_2226__光模块__1525124528581142.jpg|1525124528581142]] ![[assets/images/260807_2226__光模块__1525124528581142.jpg|1200]] ## 026. 4848245841812488 - 所属主题：[[topics/058|#海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212258881248) - 本地资源：[[assets/images/260807_2223__海力士__4848245841812488.jpg|4848245841812488]] ![[assets/images/260807_2223__海力士__4848245841812488.jpg|1200]] ## 027. 4848245841812448 - 所属主题：[[topics/059|#债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414428881222) - 本地资源：[[assets/images/260807_2223__债__4848245841812448.jpg|4848245841812448]] ![[assets/images/260807_2223__债__4848245841812448.jpg|1200]] ## 028. 4848245841818158 - 所属主题：[[topics/060|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181145551112) - 本地资源：[[assets/images/260807_2222__韩股__4848245841818158.jpg|4848245841818158]] ![[assets/images/260807_2222__韩股__4848245841818158.jpg|1200]] ## 029. 1525124288122812 - 所属主题：[[topics/079|#雷科防务]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212548141188) - 本地资源：[[assets/images/260807_1419__雷科防务__1525124288122812.jpg|1525124288122812]] ![[assets/images/260807_1419__雷科防务__1525124288122812.jpg|1200]] ## 030. 4848245411588248 - 所属主题：[[topics/099|#光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484521581254) - 本地资源：[[assets/images/260807_1407__光模块__4848245411588248.jpg|4848245411588248]] ![[assets/images/260807_1407__光模块__4848245411588248.jpg|1200]] ## 031. 2858452511285881 - 所属主题：[[topics/100|#AI #芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181425414112) - 本地资源：[[assets/images/260807_1406__AI _芯片__2858452511285881.jpg|2858452511285881]] ![[assets/images/260807_1406__AI _芯片__2858452511285881.jpg|1200]] ## 032. 2858452511285581 - 所属主题：[[topics/101|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484521545184) - 本地资源：[[assets/images/260807_1406__台积电__2858452511285581.jpg|2858452511285581]] ![[assets/images/260807_1406__台积电__2858452511285581.jpg|1200]] ## 033. 2858452511285551 - 所属主题：[[topics/102|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484521541884) - 本地资源：[[assets/images/260807_1405__存储__2858452511285551.jpg|2858452511285551]] ![[assets/images/260807_1405__存储__2858452511285551.jpg|1200]] ## 034. 8858452511842182 - 所属主题：[[topics/134|#海利得]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181588548452) - 本地资源：[[assets/images/260807_1348__海利得__8858452511842182.jpg|8858452511842182]] ![[assets/images/260807_1348__海利得__8858452511842182.jpg|1200]] ## 035. 8858452511842412 - 所属主题：[[topics/136|#TSL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484188158124) - 本地资源：[[assets/images/260807_1348__TSL__8858452511842412.jpg|8858452511842412]] ![[assets/images/260807_1348__TSL__8858452511842412.jpg|1200]] ## 036. 2858452511842451 - 所属主题：[[topics/138|#宁德时代 #锂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212811852148) - 本地资源：[[assets/images/260807_1348__宁德时代 _锂__2858452511842451.jpg|2858452511842451]] ![[assets/images/260807_1348__宁德时代 _锂__2858452511842451.jpg|1200]] ## 037. 1525124288514542 - 所属主题：[[topics/140|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181588544512) - 本地资源：[[assets/images/260807_1347__存储__1525124288514542.jpg|1525124288514542]] ![[assets/images/260807_1347__存储__1525124288514542.jpg|1200]] ## 038. 8858452511842242 - 所属主题：[[topics/140|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181588544512) - 本地资源：[[assets/images/260807_1347__存储__8858452511842242.jpg|8858452511842242]] ![[assets/images/260807_1347__存储__8858452511842242.jpg|1200]] ## 039. 5121425288142454 - 所属主题：[[topics/143|#翰宇药业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484188151154) - 本地资源：[[assets/images/260807_1347__翰宇药业__5121425288142454.jpg|5121425288142454]] ![[assets/images/260807_1347__翰宇药业__5121425288142454.jpg|1200]] ## 040. 4848245411428288 - 所属主题：[[topics/161|#英伟达 #胜宏科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181581114142) - 本地资源：[[assets/images/260807_1328__英伟达 _胜宏科技__4848245411428288.jpg|4848245411428288]] ![[assets/images/260807_1328__英伟达 _胜宏科技__4848245411428288.jpg|1200]] ## 041. 5121425288241414 - 所属主题：[[topics/161|#英伟达 #胜宏科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181581114142) - 本地资源：[[assets/images/260807_1328__英伟达 _胜宏科技__5121425288241414.jpg|5121425288241414]] ![[assets/images/260807_1328__英伟达 _胜宏科技__5121425288241414.jpg|1200]] ## 042. 4848245411428818 - 所属主题：[[topics/169|#字节跳动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484184458844) - 本地资源：[[assets/images/260807_1326__字节跳动__4848245411428818.jpg|4848245411428818]] ![[assets/images/260807_1326__字节跳动__4848245411428818.jpg|1200]] ## 043. 2858452511582411 - 所属主题：[[topics/180|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484184244584) - 本地资源：[[assets/images/260807_1307__小光__2858452511582411.jpg|2858452511582411]] ![[assets/images/260807_1307__小光__2858452511582411.jpg|1200]] ## 044. 1525124281818282 - 所属主题：[[topics/189|#胜宏科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484184258514) - 本地资源：[[assets/images/260807_1305__胜宏科技__1525124281818282.jpg|1525124281818282]] ![[assets/images/260807_1305__胜宏科技__1525124281818282.jpg|1200]] ## 045. 8858452514141552 - 所属主题：[[topics/191|#铜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181581248242) - 本地资源：[[assets/images/260807_1305__铜__8858452514141552.jpg|8858452514141552]] ![[assets/images/260807_1305__铜__8858452514141552.jpg|1200]] ## 046. 8858452514144122 - 所属主题：[[topics/193|#OpenAI #AI4S]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181581222122) - 本地资源：[[assets/images/260807_1304__OpenAI _AI4S__8858452514144122.jpg|8858452514144122]] ![[assets/images/260807_1304__OpenAI _AI4S__8858452514144122.jpg|1200]] ## 047. 4848245412122248 - 所属主题：[[topics/202|#电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414812118241) - 本地资源：[[assets/images/260807_1302__电力__4848245412122248.jpg|4848245412122248]] ![[assets/images/260807_1302__电力__4848245412122248.jpg|1200]] ## 048. 8858452514144282 - 所属主题：[[topics/206|#浙商 #Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484185882424) - 本地资源：[[assets/images/260807_1302__浙商 _Deepseek__8858452514144282.jpg|8858452514144282]] ![[assets/images/260807_1302__浙商 _Deepseek__8858452514144282.jpg|1200]] ## 049. 5121425284844114 - 所属主题：[[topics/209|#财通 #进出口]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181584811142) - 本地资源：[[assets/images/260807_1301__财通 _进出口__5121425284844114.jpg|5121425284844114]] ![[assets/images/260807_1301__财通 _进出口__5121425284844114.jpg|1200]] ## 050. 1525124281811522 - 所属主题：[[topics/212|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484185845144) - 本地资源：[[assets/images/260807_1301__市场__1525124281811522.jpg|1525124281811522]] ![[assets/images/260807_1301__市场__1525124281811522.jpg|1200]] ## 051. 2858452514148151 - 所属主题：[[topics/214|#传感器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212815151558) - 本地资源：[[assets/images/260807_1259__传感器__2858452514148151.jpg|2858452514148151]] ![[assets/images/260807_1259__传感器__2858452514148151.jpg|1200]] ## 052. 8858452514142582 - 所属主题：[[topics/214|#传感器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212815151558) - 本地资源：[[assets/images/260807_1259__传感器__8858452514142582.jpg|8858452514142582]] ![[assets/images/260807_1259__传感器__8858452514142582.jpg|1200]] ## 053. 2858452514142581 - 所属主题：[[topics/214|#传感器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212815151558) - 本地资源：[[assets/images/260807_1259__传感器__2858452514142581.jpg|2858452514142581]] ![[assets/images/260807_1259__传感器__2858452514142581.jpg|1200]] ## 054. 8858452518241452 - 所属主题：[[topics/217|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414841228441) - 本地资源：[[assets/images/260807_1125__小光__8858452518241452.jpg|8858452518241452]] ![[assets/images/260807_1125__小光__8858452518241452.jpg|1200]] ## 055. 2858452518241451 - 所属主题：[[topics/217|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414841228441) - 本地资源：[[assets/images/260807_1125__小光__2858452518241451.jpg|2858452518241451]] ![[assets/images/260807_1125__小光__2858452518241451.jpg|1200]] ## 056. 5121425281548184 - 所属主题：[[topics/218|#AI4S]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841228852) - 本地资源：[[assets/images/260807_1125__AI4S__5121425281548184.jpg|5121425281548184]] ![[assets/images/260807_1125__AI4S__5121425281548184.jpg|1200]] ## 057. 8858452518241222 - 所属主题：[[topics/218|#AI4S]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841228852) - 本地资源：[[assets/images/260807_1125__AI4S__8858452518241222.jpg|8858452518241222]] ![[assets/images/260807_1125__AI4S__8858452518241222.jpg|1200]] ## 058. 8858452518241882 - 所属主题：[[topics/219|#3D打印]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414841281151) - 本地资源：[[assets/images/260807_1124__3D打印__8858452518241882.jpg|8858452518241882]] ![[assets/images/260807_1124__3D打印__8858452518241882.jpg|1200]] ## 059. 8858452518244582 - 所属主题：[[topics/222|#mSAP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414841284881) - 本地资源：[[assets/images/260807_1124__mSAP__8858452518244582.jpg|8858452518244582]] ![[assets/images/260807_1124__mSAP__8858452518244582.jpg|1200]] ## 060. 1525124285418222 - 所属主题：[[topics/222|#mSAP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414841284881) - 本地资源：[[assets/images/260807_1124__mSAP__1525124285418222.jpg|1525124285418222]] ![[assets/images/260807_1124__mSAP__1525124285418222.jpg|1200]] ## 061. 4848245418525148 - 所属主题：[[topics/224|#锂 #宁德时代]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841282182) - 本地资源：[[assets/images/260807_1124__锂 _宁德时代__4848245418525148.jpg|4848245418525148]] ![[assets/images/260807_1124__锂 _宁德时代__4848245418525148.jpg|1200]] ## 062. 8858452518245412 - 所属主题：[[topics/232|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212821851588) - 本地资源：[[assets/images/260807_1120__霍尔木兹海峡__8858452518245412.jpg|8858452518245412]] ![[assets/images/260807_1120__霍尔木兹海峡__8858452518245412.jpg|1200]] ## 063. 2858452518245881 - 所属主题：[[topics/233|工信部印发《》 到2030年，行业治理成效显著。企业重组整合有序推进，产业集中度持续提高，形成3~5家具有较强国际运营能力的大型民爆企业集团。 民爆：高争民爆、]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414841822451) - 本地资源：[[assets/images/260807_1120_工信部印发《》 到2030年，行业治理成效显著。企业重组整合有序推进，产业集中度持续提高，形成3~5__2858452518245881.jpg|2858452518245881]] ![[assets/images/260807_1120_工信部印发《》 到2030年，行业治理成效显著。企业重组整合有序推进，产业集中度持续提高，形成3~5__2858452518245881.jpg|1200]] ## 064. 2858452518245851 - 所属主题：[[topics/234|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841822822) - 本地资源：[[assets/images/260807_1119__航天航空__2858452518245851.jpg|2858452518245851]] ![[assets/images/260807_1119__航天航空__2858452518245851.jpg|1200]] ## 065. 8858452518245542 - 所属主题：[[topics/235|美股sitm业绩超预期大涨26%，重视a股映射泰晶科技、惠伦晶体、晶赛科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212821855488) - 本地资源：[[assets/images/260807_1119_美股sitm业绩超预期大涨26%，重视a股映射泰晶科技、惠伦晶体、晶赛科技__8858452518245542.jpg|8858452518245542]] ![[assets/images/260807_1119_美股sitm业绩超预期大涨26%，重视a股映射泰晶科技、惠伦晶体、晶赛科技__8858452518245542.jpg|1200]] ## 066. 4848245418552828 - 所属主题：[[topics/237|#mSAP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841882122) - 本地资源：[[assets/images/260807_1117__mSAP__4848245418552828.jpg|4848245418552828]] ![[assets/images/260807_1117__mSAP__4848245418552828.jpg|1200]] ## 067. 5121425281554124 - 所属主题：[[topics/238|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841888482) - 本地资源：[[assets/images/260807_1117__PCB__5121425281554124.jpg|5121425281554124]] ![[assets/images/260807_1117__PCB__5121425281554124.jpg|1200]] ## 068. 5121425281554214 - 所属主题：[[topics/239|大摩拆了一台Rubin机柜：液冷从1万美元涨到6.8万，钱到底流向了哪？ 920662方盛股份 英伟达液冷板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181518555222) - 本地资源：[[assets/images/260807_1116_大摩拆了一台Rubin机柜：液冷从1万美元涨到6.8万，钱到底流向了哪？ 920662方盛股份 英伟__5121425281554214.jpg|5121425281554214]] ![[assets/images/260807_1116_大摩拆了一台Rubin机柜：液冷从1万美元涨到6.8万，钱到底流向了哪？ 920662方盛股份 英伟__5121425281554214.jpg|1200]] ## 069. 8858452518228122 - 所属主题：[[topics/240|#陶瓷 #基板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181518528442) - 本地资源：[[assets/images/260807_1116__陶瓷 _基板__8858452518228122.jpg|8858452518228122]] ![[assets/images/260807_1116__陶瓷 _基板__8858452518228122.jpg|1200]] ## 070. 8858452518228412 - 所属主题：[[topics/241|稀土更新： 周一提示过，日本禁运先进封装设备，市场会联想到对日稀土管制继续升级。现在FCC裁定令悬而未决，预期稀土管制可能又要升级，最近2年稀土板块的上涨均是由]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841851522) - 本地资源：[[assets/images/260807_1116_稀土更新： 周一提示过，日本禁运先进封装设备，市场会联想到对日稀土管制继续升级。现在FCC裁定令悬而__8858452518228412.jpg|8858452518228412]] ![[assets/images/260807_1116_稀土更新： 周一提示过，日本禁运先进封装设备，市场会联想到对日稀土管制继续升级。现在FCC裁定令悬而__8858452518228412.jpg|1200]] ## 071. 1525124285445412 - 所属主题：[[topics/242|#mSAP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841852812) - 本地资源：[[assets/images/260807_1115__mSAP__1525124285445412.jpg|1525124285445412]] ![[assets/images/260807_1115__mSAP__1525124285445412.jpg|1200]] ## 072. 2858452518228251 - 所属主题：[[topics/243|#液冷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181518524252) - 本地资源：[[assets/images/260807_1115__液冷__2858452518228251.jpg|2858452518228251]] ![[assets/images/260807_1115__液冷__2858452518228251.jpg|1200]] ## 073. 8858452518228822 - 所属主题：[[topics/244|迈普医学：公司的3D打印技术主要用于体外组织模型或活体组织构建等前沿科学及临床应用研究]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181518525182) - 本地资源：[[assets/images/260807_1115_迈普医学：公司的3D打印技术主要用于体外组织模型或活体组织构建等前沿科学及临床应用研究__8858452518228822.jpg|8858452518228822]] ![[assets/images/260807_1115_迈普医学：公司的3D打印技术主要用于体外组织模型或活体组织构建等前沿科学及临床应用研究__8858452518228822.jpg|1200]] ## 074. 1525124285442182 - 所属主题：[[topics/245|#进出口]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484148122114) - 本地资源：[[assets/images/260807_1114__进出口__1525124285442182.jpg|1525124285442182]] ![[assets/images/260807_1114__进出口__1525124285442182.jpg|1200]] ## 075. 2858452518281211 - 所属主题：[[topics/246|【台积电等研发出单层MoS2顶栅晶体管】 台积电在下一代技术领域取得了突破，其与阳明交大团队成功开发出高性能单层二硫化钼（MoS2）顶栅极晶体管，有助于突破摩尔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414841511212) - 本地资源：[[assets/images/260807_1114_【台积电等研发出单层MoS2顶栅晶体管】 台积电在下一代技术领域取得了突破，其与阳明交大团队成功开发__2858452518281211.jpg|2858452518281211]] ![[assets/images/260807_1114_【台积电等研发出单层MoS2顶栅晶体管】 台积电在下一代技术领域取得了突破，其与阳明交大团队成功开发__2858452518281211.jpg|1200]] ## 076. 4848245418828588 - 所属主题：[[topics/265|#腾讯]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484144881484) - 本地资源：[[assets/images/260807_1106__腾讯__4848245418828588.jpg|4848245418828588]] ![[assets/images/260807_1106__腾讯__4848245418828588.jpg|1200]] ## 077. 4848245418828548 - 所属主题：[[topics/267|❗【天风汽车】AI训练端跟踪：AI Lab重回训练端的趋势已经显现，训练利好NV链、硬件升级链-0806 ——————————— 新模型： 1、Meta发布Mu]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212822118548) - 本地资源：[[assets/images/260807_1106_❗【天风汽车】AI训练端跟踪：AI Lab重回训练端的趋势已经显现，训练利好NV链、硬件升级链-08__4848245418828548.jpg|4848245418828548]] ![[assets/images/260807_1106_❗【天风汽车】AI训练端跟踪：AI Lab重回训练端的趋势已经显现，训练利好NV链、硬件升级链-08__4848245418828548.jpg|1200]] ## 078. 2858452515245481 - 所属主题：[[topics/306|药不能停，创新药概念谷汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414845545821) - 本地资源：[[assets/images/260807_0951_药不能停，创新药概念谷汇总__2858452515245481.jpg|2858452515245481]] ![[assets/images/260807_0951_药不能停，创新药概念谷汇总__2858452515245481.jpg|1200]] ## 079. 8858452515281822 - 所属主题：[[topics/310|#金属]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212824444828) - 本地资源：[[assets/images/260807_0945__金属__8858452515281822.jpg|8858452515281822]] ![[assets/images/260807_0945__金属__8858452515281822.jpg|1200]] ## 080. 5121425282518244 - 所属主题：[[topics/311|#多晶硅 #关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414821111512) - 本地资源：[[assets/images/260807_0945__多晶硅 _关税__5121425282518244.jpg|5121425282518244]] ![[assets/images/260807_0945__多晶硅 _关税__5121425282518244.jpg|1200]] ## 081. 1525124282451882 - 所属主题：[[topics/312|#中美关系 #通信 #FCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414821114482) - 本地资源：[[assets/images/260807_0945__中美关系 _通信 _FCC__1525124282451882.jpg|1525124282451882]] ![[assets/images/260807_0945__中美关系 _通信 _FCC__1525124282451882.jpg|1200]] ## 082. 1525124282451822 - 所属主题：[[topics/313|#铜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414821114542) - 本地资源：[[assets/images/260807_0944__铜__1525124282451822.jpg|1525124282451822]] ![[assets/images/260807_0944__铜__1525124282451822.jpg|1200]] ## 083. 4848245414585158 - 所属主题：[[topics/314|#AI #就业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181548854552) - 本地资源：[[assets/images/260807_0943__AI _就业__4848245414585158.jpg|4848245414585158]] ![[assets/images/260807_0943__AI _就业__4848245414585158.jpg|1200]] ## 084. 5121425282515244 - 所属主题：[[topics/316|#阿里巴巴 #千问]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414821185422) - 本地资源：[[assets/images/260807_0943__阿里巴巴 _千问__5121425282515244.jpg|5121425282515244]] ![[assets/images/260807_0943__阿里巴巴 _千问__5121425282515244.jpg|1200]] ## 085. 8858452515882152 - 所属主题：[[topics/331|ABF载板概念谷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212851582428) - 本地资源：[[assets/images/260807_0932_ABF载板概念谷__8858452515882152.jpg|8858452515882152]] ![[assets/images/260807_0932_ABF载板概念谷__8858452515882152.jpg|1200]] ## 086. 5121425282115854 - 所属主题：[[topics/331|ABF载板概念谷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212851582428) - 本地资源：[[assets/images/260807_0932_ABF载板概念谷__5121425282115854.jpg|5121425282115854]] ![[assets/images/260807_0932_ABF载板概念谷__5121425282115854.jpg|1200]] ## 087. 4848245414885258 - 所属主题：[[topics/332|通威协鑫等八家硅料龙头发倡议：所有售价不得低于成本，硅料概念谷汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522484158148284) - 本地资源：[[assets/images/260807_0932_通威协鑫等八家硅料龙头发倡议：所有售价不得低于成本，硅料概念谷汇总__4848245414885258.jpg|4848245414885258]] ![[assets/images/260807_0932_通威协鑫等八家硅料龙头发倡议：所有售价不得低于成本，硅料概念谷汇总__4848245414885258.jpg|1200]] ## 088. 8858452515882842 - 所属主题：[[topics/333|#中信证券 #互联网]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212851828158) - 本地资源：[[assets/images/260807_0931__中信证券 _互联网__8858452515882842.jpg|8858452515882842]] ![[assets/images/260807_0931__中信证券 _互联网__8858452515882842.jpg|1200]] ## 089. 4848245414885848 - 所属主题：[[topics/334|#中信证券 #ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414821848852) - 本地资源：[[assets/images/260807_0931__中信证券 _ETF__4848245414885848.jpg|4848245414885848]] ![[assets/images/260807_0931__中信证券 _ETF__4848245414885848.jpg|1200]] ## 090. 5121425282111284 - 所属主题：[[topics/335|#阿里巴巴 #Kimi]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414821821881) - 本地资源：[[assets/images/260807_0930__阿里巴巴 _Kimi__5121425282111284.jpg|5121425282111284]] ![[assets/images/260807_0930__阿里巴巴 _Kimi__5121425282111284.jpg|1200]] ## 091. 2858452515888551 - 所属主题：[[topics/336|#阿里巴巴 #千问]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414821822221) - 本地资源：[[assets/images/260807_0930__阿里巴巴 _千问__2858452515888551.jpg|2858452515888551]] ![[assets/images/260807_0930__阿里巴巴 _千问__2858452515888551.jpg|1200]] ## 092. 5121425282112814 - 所属主题：[[topics/337|【东吴电新】碳酸锂周度更新（7.31-8.6）：本周继续去库，锂价短期波动 #价格：本周碳酸锂现货下跌、精矿价格下跌。SMM电池级14.15万元/吨，周环比-3]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181548542142) - 本地资源：[[assets/images/260807_0930_【东吴电新】碳酸锂周度更新（7.31-8.6）：本周继续去库，锂价短期波动 _价格：本周碳酸锂现货下__5121425282112814.jpg|5121425282112814]] ![[assets/images/260807_0930_【东吴电新】碳酸锂周度更新（7.31-8.6）：本周继续去库，锂价短期波动 _价格：本周碳酸锂现货下__5121425282112814.jpg|1200]] ## 093. 5121425248882154 - 所属主题：[[topics/385|#电报解读 #铜 #钴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414828485141) - 本地资源：[[assets/images/260807_0908__电报解读 _铜 _钴__5121425248882154.jpg|5121425248882154]] ![[assets/images/260807_0908__电报解读 _铜 _钴__5121425248882154.jpg|1200]] ## 094. 2858452541141811 - 所属主题：[[topics/386|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414828451822) - 本地资源：[[assets/images/260807_0908__九点特供__2858452541141811.jpg|2858452541141811]] ![[assets/images/260807_0908__九点特供__2858452541141811.jpg|1200]] ## 095. 8858452541141822 - 所属主题：[[topics/388|#电报解读 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181545121852) - 本地资源：[[assets/images/260807_0908__电报解读 _市场__8858452541141822.jpg|8858452541141822]] ![[assets/images/260807_0908__电报解读 _市场__8858452541141822.jpg|1200]] ## 096. 2858452541141541 - 所属主题：[[topics/390|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181545121282) - 本地资源：[[assets/images/260807_0908__研选__2858452541141541.jpg|2858452541141541]] ![[assets/images/260807_0908__研选__2858452541141541.jpg|1200]] ## 097. 8858452541144482 - 所属主题：[[topics/394|#茂莱光学]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212858511558) - 本地资源：[[assets/images/260807_0907__茂莱光学__8858452541144482.jpg|8858452541144482]] ![[assets/images/260807_0907__茂莱光学__8858452541144482.jpg|1200]] ## 098. 5121425248844414 - 所属主题：[[topics/394|#茂莱光学]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212858511558) - 本地资源：[[assets/images/260807_0907__茂莱光学__5121425248844414.jpg|5121425248844414]] ![[assets/images/260807_0907__茂莱光学__5121425248844414.jpg|1200]] ## 099. 1525124218142412 - 所属主题：[[topics/418|黄金大外环概念谷汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414825258421) - 本地资源：[[assets/images/260807_0848_黄金大外环概念谷汇总__1525124218142412.jpg|1525124218142412]] ![[assets/images/260807_0848_黄金大外环概念谷汇总__1525124218142412.jpg|1200]] ## 100. 5121425248418584 - 所属主题：[[topics/422|#mSAP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414825811242) - 本地资源：[[assets/images/260807_0847__mSAP__5121425248418584.jpg|5121425248418584]] ![[assets/images/260807_0847__mSAP__5121425248418584.jpg|1200]] ## 101. 8858452541481282 - 所属主题：[[topics/424|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212854812418) - 本地资源：[[assets/images/260807_0847__监管__8858452541481282.jpg|8858452541481282]] ![[assets/images/260807_0847__监管__8858452541481282.jpg|1200]] ## 102. 4848245421281888 - 所属主题：[[topics/425|#刚果 #铜 #钴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414825812181) - 本地资源：[[assets/images/260807_0847__刚果 _铜 _钴__4848245421281888.jpg|4848245421281888]] ![[assets/images/260807_0847__刚果 _铜 _钴__4848245421281888.jpg|1200]] ## 103. 8858452541144882 - 所属主题：[[topics/427|【国联民生能源 周泰团队】晋陕蒙100家动力煤矿产量周环比持平 截至8月5日当周，晋陕蒙100家动力煤矿周度产量1162万吨，同比-4.3%，周环比持平。其中，]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414825818842) - 本地资源：[[assets/images/260807_0847_【国联民生能源 周泰团队】晋陕蒙100家动力煤矿产量周环比持平 截至8月5日当周，晋陕蒙100家动力__8858452541144882.jpg|8858452541144882]] ![[assets/images/260807_0847_【国联民生能源 周泰团队】晋陕蒙100家动力煤矿产量周环比持平 截至8月5日当周，晋陕蒙100家动力__8858452541144882.jpg|1200]] ## 104. 8858452541482822 - 所属主题：[[topics/434|#光伏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212854828558) - 本地资源：[[assets/images/260807_0845__光伏__8858452541482822.jpg|8858452541482822]] ![[assets/images/260807_0845__光伏__8858452541482822.jpg|1200]] ## 105. 2858452541482581 - 所属主题：[[topics/436|#东财 #策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181542512522) - 本地资源：[[assets/images/260807_0845__东财 _策略__2858452541482581.jpg|2858452541482581]] ![[assets/images/260807_0845__东财 _策略__2858452541482581.jpg|1200]] ## 106. 8858452541488152 - 所属主题：[[topics/438|最早看空 sox 的 BTIG Krinsky 今天早晨发的观点]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414825821212) - 本地资源：[[assets/images/260807_0845_最早看空 sox 的 BTIG Krinsky 今天早晨发的观点__8858452541488152.jpg|8858452541488152]] ![[assets/images/260807_0845_最早看空 sox 的 BTIG Krinsky 今天早晨发的观点__8858452541488152.jpg|1200]] ## 107. 8858452541488142 - 所属主题：[[topics/438|最早看空 sox 的 BTIG Krinsky 今天早晨发的观点]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414825821212) - 本地资源：[[assets/images/260807_0845_最早看空 sox 的 BTIG Krinsky 今天早晨发的观点__8858452541488142.jpg|8858452541488142]] ![[assets/images/260807_0845_最早看空 sox 的 BTIG Krinsky 今天早晨发的观点__8858452541488142.jpg|1200]] ## 108. 5121425248411444 - 所属主题：[[topics/441|封测因应AI强需求，长电旗下星科金朋大举调价]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414825822422) - 本地资源：[[assets/images/260807_0844_封测因应AI强需求，长电旗下星科金朋大举调价__5121425248411444.jpg|5121425248411444]] ![[assets/images/260807_0844_封测因应AI强需求，长电旗下星科金朋大举调价__5121425248411444.jpg|1200]] ## 109. 2858452542485541 - 所属主题：[[topics/486|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181554154812) - 本地资源：[[assets/images/260807_0811__全知道__2858452542485541.jpg|2858452542485541]] ![[assets/images/260807_0811__全知道__2858452542485541.jpg|1200]] ## 110. 1525124214128852 - 所属主题：[[topics/488|#FCC #光模块]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414882488241) - 本地资源：[[assets/images/260807_0811__FCC _光模块__1525124214128852.jpg|1525124214128852]] ![[assets/images/260807_0811__FCC _光模块__1525124214128852.jpg|1200]] ## 111. 2858452542451441 - 所属主题：[[topics/490|#英伟达 #Rubin #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212885288488) - 本地资源：[[assets/images/260807_0810__英伟达 _Rubin _存储__2858452542451441.jpg|2858452542451441]] ![[assets/images/260807_0810__英伟达 _Rubin _存储__2858452542451441.jpg|1200]] ## 112. 1525124214124882 - 所属主题：[[topics/498|#天风 #中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212885528428) - 本地资源：[[assets/images/260807_0809__天风 _中美关系__1525124214124882.jpg|1525124214124882]] ![[assets/images/260807_0809__天风 _中美关系__1525124214124882.jpg|1200]] ## 113. 8858452542454522 - 所属主题：[[topics/498|#天风 #中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212885528428) - 本地资源：[[assets/images/260807_0809__天风 _中美关系__8858452542454522.jpg|8858452542454522]] ![[assets/images/260807_0809__天风 _中美关系__8858452542454522.jpg|1200]] ## 114. 8858452542452152 - 所属主题：[[topics/502|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181554448582) - 本地资源：[[assets/images/260807_0808__监管__8858452542452152.jpg|8858452542452152]] ![[assets/images/260807_0808__监管__8858452542452152.jpg|1200]] ## 115. 8858452542452442 - 所属主题：[[topics/503|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414882221521) - 本地资源：[[assets/images/260807_0808__市场__8858452542452442.jpg|8858452542452442]] ![[assets/images/260807_0808__市场__8858452542452442.jpg|1200]] ## 116. 1525124214124442 - 所属主题：[[topics/506|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414882222182) - 本地资源：[[assets/images/260807_0808__OpenAI__1525124214124442.jpg|1525124214124442]] ![[assets/images/260807_0808__OpenAI__1525124214124442.jpg|1200]] ## 117. 2858452542458241 - 所属主题：[[topics/508|#多晶硅 #关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414882222841) - 本地资源：[[assets/images/260807_0807__多晶硅 _关税__2858452542458241.jpg|2858452542458241]] ![[assets/images/260807_0807__多晶硅 _关税__2858452542458241.jpg|1200]] ## 118. 5121425245421524 - 所属主题：[[topics/510|#霍尔木兹海峡 #原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212885558848) - 本地资源：[[assets/images/260807_0807__霍尔木兹海峡 _原油__5121425245421524.jpg|5121425245421524]] ![[assets/images/260807_0807__霍尔木兹海峡 _原油__5121425245421524.jpg|1200]] ## 119. 8858452542458882 - 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/45544212885554518) - 本地资源：[[assets/images/260807_0807__彭博新闻 _市场__8858452542458882.jpg|8858452542458882]] ![[assets/images/260807_0807__彭博新闻 _市场__8858452542458882.jpg|1200]] ## 120. 2858452542458581 - 所属主题：[[topics/514|#IDC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414882225881) - 本地资源：[[assets/images/260807_0806__IDC__2858452542458581.jpg|2858452542458581]] ![[assets/images/260807_0806__IDC__2858452542458581.jpg|1200]] ## 121. 4848245425511888 - 所属主题：[[topics/523|#高盛 #沪深港通 #港股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181554452222) - 本地资源：[[assets/images/260807_0804__高盛 _沪深港通 _港股__4848245425511888.jpg|4848245425511888]] ![[assets/images/260807_0804__高盛 _沪深港通 _港股__4848245425511888.jpg|1200]] ## 122. 5121425245588114 - 所属主题：[[topics/523|#高盛 #沪深港通 #港股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422181554452222) - 本地资源：[[assets/images/260807_0804__高盛 _沪深港通 _港股__5121425245588114.jpg|5121425245588114]] ![[assets/images/260807_0804__高盛 _沪深港通 _港股__5121425245588114.jpg|1200]] ## 123. 4848245425512188 - 所属主题：[[topics/528|#天风 #通信]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212885545118) - 本地资源：[[assets/images/260807_0803__天风 _通信__4848245425512188.jpg|4848245425512188]] ![[assets/images/260807_0803__天风 _通信__4848245425512188.jpg|1200]] ## 124. 1525124214481442 - 所属主题：[[topics/534|#FCC #通信]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255414882255122) - 本地资源：[[assets/images/260807_0802__FCC _通信__1525124214481442.jpg|1525124214481442]] ![[assets/images/260807_0802__FCC _通信__1525124214481442.jpg|1200]] ## 125. 5121425245584514 - 所属主题：[[topics/537|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414882255511) - 本地资源：[[assets/images/260807_0802__AI安全__5121425245584514.jpg|5121425245584514]] ![[assets/images/260807_0802__AI安全__5121425245584514.jpg|1200]] ## 126. 8858452542212252 - 所属主题：[[topics/540|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255414882814851) - 本地资源：[[assets/images/260807_0801__Deepseek__8858452542212252.jpg|8858452542212252]] ![[assets/images/260807_0801__Deepseek__8858452542212252.jpg|1200]] ## 127. 5121425245585124 - 所属主题：[[topics/542|【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年08月05日 1⃣TACO or GAMBLE指数，今日达+0.11，较昨日小幅]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544212885815158) - 本地资源：[[assets/images/260807_0801_【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年08月05日 1⃣T__5121425245585124.jpg|5121425245585124]] ![[assets/images/260807_0801_【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年08月05日 1⃣T__5121425245585124.jpg|1200]]