--- date: 2026-08-10 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-08-10 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. 5121425454248124 - 所属主题：[[topics/020|2026年8月10日盘后讯，阿里云基于首创全模块化设计架构，已将大型AIDC数据中心交付工期压缩至100天(国内传统6-12个月、美国12-18个月)，整体建设]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488554244884) - 本地资源：[[assets/images/260810_2235_2026年8月10日盘后讯，阿里云基于首创全模块化设计架构，已将大型AIDC数据中心交付工期压缩至1__5121425454248124.jpg|5121425454248124]] ![[assets/images/260810_2235_2026年8月10日盘后讯，阿里云基于首创全模块化设计架构，已将大型AIDC数据中心交付工期压缩至1__5121425454248124.jpg|1200]] ## 002. 5121425454244284 - 所属主题：[[topics/021|#长征火箭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188441211252) - 本地资源：[[assets/images/260810_2234__长征火箭__5121425454244284.jpg|5121425454244284]] ![[assets/images/260810_2234__长征火箭__5121425454244284.jpg|1200]] ## 003. 8858452424524442 - 所属主题：[[topics/033|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488555845284) - 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所属主题：[[topics/164|#中日关系 #反制措施]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544211544858888) - 本地资源：[[assets/images/260810_1449__中日关系 _反制措施__5121425412825554.jpg|5121425412825554]] ![[assets/images/260810_1449__中日关系 _反制措施__5121425412825554.jpg|1200]] ## 038. 1525124152824452 - 所属主题：[[topics/165|#电影]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411255828551) - 本地资源：[[assets/images/260810_1448__电影__1525124152824452.jpg|1525124152824452]] ![[assets/images/260810_1448__电影__1525124152824452.jpg|1200]] ## 039. 1525124152825852 - 所属主题：[[topics/166|信维通信 MLCC 英伟达直供 目前高端MLCC市场日本村田占有率为80%+， （益阳）MLCC已经做到同步发布高端型号，具备全面替代能力。益阳信维的年产值30]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411255881221) - 本地资源：[[assets/images/260810_1447_信维通信 MLCC 英伟达直供 目前高端MLCC市场日本村田占有率为80%+， （益阳）MLCC已经__1525124152825852.jpg|1525124152825852]] ![[assets/images/260810_1447_信维通信 MLCC 英伟达直供 目前高端MLCC市场日本村田占有率为80%+， （益阳）MLCC已经__1525124152825852.jpg|1200]] ## 040. 8858452485158452 - 所属主题：[[topics/167|#中科飞测]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488522118244) - 本地资源：[[assets/images/260810_1447__中科飞测__8858452485158452.jpg|8858452485158452]] ![[assets/images/260810_1447__中科飞测__8858452485158452.jpg|1200]] ## 041. 8858452485155822 - 所属主题：[[topics/168|#智谱]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255411255884452) - 本地资源：[[assets/images/260810_1446__智谱__8858452485155822.jpg|8858452485155822]] ![[assets/images/260810_1446__智谱__8858452485155822.jpg|1200]] ## 042. 4848245284145828 - 所属主题：[[topics/168|#智谱]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255411255884452) - 本地资源：[[assets/images/260810_1446__智谱__4848245284145828.jpg|4848245284145828]] ![[assets/images/260810_1446__智谱__4848245284145828.jpg|1200]] ## 043. 2858452485155541 - 所属主题：[[topics/169|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544211544882518) - 本地资源：[[assets/images/260810_1446__台积电__2858452485155541.jpg|2858452485155541]] ![[assets/images/260810_1446__台积电__2858452485155541.jpg|1200]] ## 044. 5121425428885524 - 所属主题：[[topics/195|#漫剧]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488184511414) - 本地资源：[[assets/images/260810_1317__漫剧__5121425428885524.jpg|5121425428885524]] ![[assets/images/260810_1317__漫剧__5121425428885524.jpg|1200]] ## 045. 4848245241118428 - 所属主题：[[topics/196|#VC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255411814251182) - 本地资源：[[assets/images/260810_1316__VC__4848245241118428.jpg|4848245241118428]] ![[assets/images/260810_1316__VC__4848245241118428.jpg|1200]] ## 046. 5121425428882444 - 所属主题：[[topics/197|#存储 #英伟达 #Rubin]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411814252121) - 本地资源：[[assets/images/260810_1315__存储 _英伟达 _Rubin__5121425428882444.jpg|5121425428882444]] ![[assets/images/260810_1315__存储 _英伟达 _Rubin__5121425428882444.jpg|1200]] ## 047. 1525124128818522 - 所属主题：[[topics/198|#存储 #芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255411814824842) - 本地资源：[[assets/images/260810_1313__存储 _芯片__1525124128818522.jpg|1525124128818522]] ![[assets/images/260810_1313__存储 _芯片__1525124128818522.jpg|1200]] ## 048. 4848245241114458 - 所属主题：[[topics/198|#存储 #芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255411814824842) - 本地资源：[[assets/images/260810_1313__存储 _芯片__4848245241114458.jpg|4848245241114458]] ![[assets/images/260810_1313__存储 _芯片__4848245241114458.jpg|1200]] ## 049. 8858452451144152 - 所属主题：[[topics/200|#中日关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488184151454) - 本地资源：[[assets/images/260810_1312__中日关系__8858452451144152.jpg|8858452451144152]] ![[assets/images/260810_1312__中日关系__8858452451144152.jpg|1200]] ## 050. 8858452451141522 - 所属主题：[[topics/200|#中日关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488184151454) - 本地资源：[[assets/images/260810_1312__中日关系__8858452451141522.jpg|8858452451141522]] ![[assets/images/260810_1312__中日关系__8858452451141522.jpg|1200]] ## 051. 8858452451144582 - 所属主题：[[topics/204|[太阳]【华泰地产】二手房重点数据周度跟踪-W32 [玫瑰]二手房边际挂牌价：本周84城冰山指数月环比-0.48%（上周-0.45%），一线、二线、三线城市月环]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488184118414) - 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所属主题：[[topics/272|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411842555851) - 本地资源：[[assets/images/260810_1049__小光__1525124121851122.jpg|1525124121851122]] ![[assets/images/260810_1049__小光__1525124121851122.jpg|1200]] ## 059. 5121425424815814 - 所属主题：[[topics/276|#日本 #中美关系 #反制措施...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188515888582) - 本地资源：[[assets/images/260810_1049__日本 _中美关系 _反制措施__5121425424815814.jpg|5121425424815814]] ![[assets/images/260810_1049__日本 _中美关系 _反制措施__5121425424815814.jpg|1200]] ## 060. 4848245242185118 - 所属主题：[[topics/276|#日本 #中美关系 #反制措施...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188515888582) - 本地资源：[[assets/images/260810_1049__日本 _中美关系 _反制措施__4848245242185118.jpg|4848245242185118]] ![[assets/images/260810_1049__日本 _中美关系 _反制措施__4848245242185118.jpg|1200]] ## 061. 8858452454184522 - 所属主题：[[topics/276|#日本 #中美关系 #反制措施...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188515888582) - 本地资源：[[assets/images/260810_1049__日本 _中美关系 _反制措施__8858452454184522.jpg|8858452454184522]] ![[assets/images/260810_1049__日本 _中美关系 _反制措施__8858452454184522.jpg|1200]] ## 062. 2858452454184521 - 所属主题：[[topics/276|#日本 #中美关系 #反制措施...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188515888582) - 本地资源：[[assets/images/260810_1049__日本 _中美关系 _反制措施__2858452454184521.jpg|2858452454184521]] ![[assets/images/260810_1049__日本 _中美关系 _反制措施__2858452454184521.jpg|1200]] ## 063. 5121425424812824 - 所属主题：[[topics/287|#华泰 #ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188515811112) - 本地资源：[[assets/images/260810_1046__华泰 _ETF__5121425424812824.jpg|5121425424812824]] ![[assets/images/260810_1046__华泰 _ETF__5121425424812824.jpg|1200]] ## 064. 1525124121114412 - 所属主题：[[topics/290|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411848144511) - 本地资源：[[assets/images/260810_1046__航天航空__1525124121114412.jpg|1525124121114412]] ![[assets/images/260810_1046__航天航空__1525124121114412.jpg|1200]] ## 065. 4848245242225288 - 所属主题：[[topics/290|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411848144511) - 本地资源：[[assets/images/260810_1046__航天航空__4848245242225288.jpg|4848245242225288]] ![[assets/images/260810_1046__航天航空__4848245242225288.jpg|1200]] ## 066. 8858452454442812 - 所属主题：[[topics/292|#五轴机床]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488141841484) - 本地资源：[[assets/images/260810_1045__五轴机床__8858452454442812.jpg|8858452454442812]] ![[assets/images/260810_1045__五轴机床__8858452454442812.jpg|1200]] ## 067. 8858452454442522 - 所属主题：[[topics/295|#财通 #逆回购]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188515812812) - 本地资源：[[assets/images/260810_1045__财通 _逆回购__8858452454442522.jpg|8858452454442522]] ![[assets/images/260810_1045__财通 _逆回购__8858452454442522.jpg|1200]] ## 068. 2858452454448441 - 所属主题：[[topics/296|#高盛 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411848121441) - 本地资源：[[assets/images/260810_1045__高盛 _市场__2858452454448441.jpg|2858452454448441]] ![[assets/images/260810_1045__高盛 _市场__2858452454448441.jpg|1200]] ## 069. 1525124121115122 - 所属主题：[[topics/297|#浙商 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488141858184) - 本地资源：[[assets/images/260810_1044__浙商 _韩股__1525124121115122.jpg|1525124121115122]] ![[assets/images/260810_1044__浙商 _韩股__1525124121115122.jpg|1200]] ## 070. 4848245242541228 - 所属主题：[[topics/299|#反制措施 #水产]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188512848882) - 本地资源：[[assets/images/260810_1017__反制措施 _水产__4848245242541228.jpg|4848245242541228]] ![[assets/images/260810_1017__反制措施 _水产__4848245242541228.jpg|1200]] ## 071. 4848245242815458 - 所属主题：[[topics/302|【为第三代半导体产业而生！国产光刻机获行业头部客户重复订单：已获验证 可大规模使用了】 8月10日｜据快科技，国产光刻设备赛道传来重磅利好突破。上海芯上微装科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488142424124) - 本地资源：[[assets/images/260810_1009_【为第三代半导体产业而生！国产光刻机获行业头部客户重复订单：已获验证 可大规模使用了】 8月10日｜__4848245242815458.jpg|4848245242815458]] ![[assets/images/260810_1009_【为第三代半导体产业而生！国产光刻机获行业头部客户重复订单：已获验证 可大规模使用了】 8月10日｜__4848245242815458.jpg|1200]] ## 072. 2858452454818421 - 所属主题：[[topics/303|#台湾]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255411845458582) - 本地资源：[[assets/images/260810_1008__台湾__2858452454818421.jpg|2858452454818421]] ![[assets/images/260810_1008__台湾__2858452454818421.jpg|1200]] ## 073. 5121425424181524 - 所属主题：[[topics/305|#Shein]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411845211541) - 本地资源：[[assets/images/260810_1008__Shein__5121425424181524.jpg|5121425424181524]] ![[assets/images/260810_1008__Shein__5121425424181524.jpg|1200]] ## 074. 5121425424182284 - 所属主题：[[topics/308|据外媒 The Elec 报道，LG 能源（LG Energy Solution）已同中国电池材料企业龙蟠科技（Lopal Tech）达成协议，将采购价值超过]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411845241441) - 本地资源：[[assets/images/260810_1007_据外媒 The Elec 报道，LG 能源（LG Energy Solution）已同中国电池材料企__5121425424182284.jpg|5121425424182284]] ![[assets/images/260810_1007_据外媒 The Elec 报道，LG 能源（LG Energy Solution）已同中国电池材料企__5121425424182284.jpg|1200]] ## 075. 1525124121518182 - 所属主题：[[topics/311|#兴证 #国债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411845258581) - 本地资源：[[assets/images/260810_1005__兴证 _国债__1525124121518182.jpg|1525124121518182]] ![[assets/images/260810_1005__兴证 _国债__1525124121518182.jpg|1200]] ## 076. 4848245248818518 - 所属主题：[[topics/322|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544211855585518) - 本地资源：[[assets/images/260810_0930__小光__4848245248818518.jpg|4848245248818518]] ![[assets/images/260810_0930__小光__4848245248818518.jpg|1200]] ## 077. 1525124125582142 - 所属主题：[[topics/323|英伟达据报同意向电力基础设施开发商Lancium投zi20亿美元 中国西电 思源电气 亿能电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411822282541) - 本地资源：[[assets/images/260810_0930_英伟达据报同意向电力基础设施开发商Lancium投zi20亿美元 中国西电 思源电气 亿能电力__1525124125582142.jpg|1525124125582142]] ![[assets/images/260810_0930_英伟达据报同意向电力基础设施开发商Lancium投zi20亿美元 中国西电 思源电气 亿能电力__1525124125582142.jpg|1200]] ## 078. 5121425421112884 - 所属主题：[[topics/334|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411828282111) - 本地资源：[[assets/images/260810_0913__存储__5121425421112884.jpg|5121425421112884]] ![[assets/images/260810_0913__存储__5121425421112884.jpg|1200]] ## 079. 8858452458885152 - 所属主题：[[topics/335|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544211858584158) - 本地资源：[[assets/images/260810_0912__九点特供__8858452458885152.jpg|8858452458885152]] ![[assets/images/260810_0912__九点特供__8858452458885152.jpg|1200]] ## 080. 1525124125248482 - 所属主题：[[topics/343|#电报解读 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488151282154) - 本地资源：[[assets/images/260810_0908__电报解读 _市场__1525124125248482.jpg|1525124125248482]] ![[assets/images/260810_0908__电报解读 _市场__1525124125248482.jpg|1200]] ## 081. 5121425421258224 - 所属主题：[[topics/344|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255411828521122) - 本地资源：[[assets/images/260810_0908__研选__5121425421258224.jpg|5121425421258224]] ![[assets/images/260810_0908__研选__5121425421258224.jpg|1200]] ## 082. 1525124125251452 - 所属主题：[[topics/351|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411825151581) - 本地资源：[[assets/images/260810_0903__红宝书__1525124125251452.jpg|1525124125251452]] ![[assets/images/260810_0903__红宝书__1525124125251452.jpg|1200]] ## 083. 1525124125251242 - 所属主题：[[topics/355|#AIDC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544211854258148) - 本地资源：[[assets/images/260810_0902__AIDC__1525124125251242.jpg|1525124125251242]] ![[assets/images/260810_0902__AIDC__1525124125251242.jpg|1200]] ## 084. 2858452458555451 - 所属主题：[[topics/370|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188551488212) - 本地资源：[[assets/images/260810_0854__监管__2858452458555451.jpg|2858452458555451]] ![[assets/images/260810_0854__监管__2858452458555451.jpg|1200]] ## 085. 5121425422885414 - 所属主题：[[topics/384|#高盛 #宏观 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488114182524) - 本地资源：[[assets/images/260810_0851__高盛 _宏观 _AI__5121425422885414.jpg|5121425422885414]] ![[assets/images/260810_0851__高盛 _宏观 _AI__5121425422885414.jpg|1200]] ## 086. 5121425422548824 - 所属主题：[[topics/469|#黑毛 #内存]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422188555118442) - 本地资源：[[assets/images/260810_0809__黑毛 _内存__5121425422548824.jpg|5121425422548824]] ![[assets/images/260810_0809__黑毛 _内存__5121425422548824.jpg|1200]] ## 087. 4848245244521288 - 所属主题：[[topics/471|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255411888441581) - 本地资源：[[assets/images/260810_0808__监管__4848245244521288.jpg|4848245244521288]] ![[assets/images/260810_0808__监管__4848245244521288.jpg|1200]] ## 088. 1525124122418482 - 所属主题：[[topics/473|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488111445884) - 本地资源：[[assets/images/260810_0808__MLCC__1525124122418482.jpg|1525124122418482]] ![[assets/images/260810_0808__MLCC__1525124122418482.jpg|1200]] ## 089. 4848245244521418 - 所属主题：[[topics/477|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544211888225828) - 本地资源：[[assets/images/260810_0808__监管__4848245244521418.jpg|4848245244521418]] ![[assets/images/260810_0808__监管__4848245244521418.jpg|1200]] ## 090. 4848245244521528 - 所属主题：[[topics/477|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544211888225828) - 本地资源：[[assets/images/260810_0808__监管__4848245244521528.jpg|4848245244521528]] ![[assets/images/260810_0808__监管__4848245244521528.jpg|1200]] ## 091. 5121425422544114 - 所属主题：[[topics/479|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255411888442582) - 本地资源：[[assets/images/260810_0807__彭博新闻 _市场__5121425422544114.jpg|5121425422544114]] ![[assets/images/260810_0807__彭博新闻 _市场__5121425422544114.jpg|1200]] ## 092. 4848245244524148 - 所属主题：[[topics/493|#兴证 #港股 #资金面]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488111418854) - 本地资源：[[assets/images/260810_0804__兴证 _港股 _资金面__4848245244524148.jpg|4848245244524148]] ![[assets/images/260810_0804__兴证 _港股 _资金面__4848245244524148.jpg|1200]] ## 093. 5121425422542154 - 所属主题：[[topics/499|#策略]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522488111415544) - 本地资源：[[assets/images/260810_0803__策略__5121425422542154.jpg|5121425422542154]] ![[assets/images/260810_0803__策略__5121425422542154.jpg|1200]]