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所属主题：[[topics/077|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148551822888) - 本地资源：[[assets/images/260814_2207__存储__8858454812221182.jpg|8858454812221182]] ![[assets/images/260814_2207__存储__8858454812221182.jpg|1200]] ## 009. 5121424185542224 - 所属主题：[[topics/077|#存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148551822888) - 本地资源：[[assets/images/260814_2207__存储__5121424185542224.jpg|5121424185542224]] ![[assets/images/260814_2207__存储__5121424185542224.jpg|1200]] ## 010. 4848242815551288 - 所属主题：[[topics/078|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825448514212) - 本地资源：[[assets/images/260814_2206__SpaceX__4848242815551288.jpg|4848242815551288]] ![[assets/images/260814_2206__SpaceX__4848242815551288.jpg|1200]] ## 011. 1525121584441212 - 所属主题：[[topics/079|[福]【东财宏观】直接融资持续向好,政府债券逐步发力——2026年7月金融数据速览 #企业股债融资上升和政府债券发力是社融同比多增的主要原因。2026年7月，国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148551824458) - 本地资源：[[assets/images/260814_2204__福_【东财宏观】直接融资持续向好,政府债券逐步发力——2026年7月金融数据速览 _企业股债融资上__1525121584441212.jpg|1525121584441212]] ![[assets/images/260814_2204__福_【东财宏观】直接融资持续向好,政府债券逐步发力——2026年7月金融数据速览 _企业股债融资上__1525121584441212.jpg|1200]] ## 012. 5121424185555884 - 所属主题：[[topics/080|#兴证 #港股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148551851148) - 本地资源：[[assets/images/260814_2204__兴证 _港股__5121424185555884.jpg|5121424185555884]] ![[assets/images/260814_2204__兴证 _港股__5121424185555884.jpg|1200]] ## 013. 4848242815555588 - 所属主题：[[topics/081|GPT 5.6 Sol Ultrafast 让所有其他模型都显得缓慢。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158221821282) - 本地资源：[[assets/images/260814_2203_GPT 5.6 Sol Ultrafast 让所有其他模型都显得缓慢。__4848242815555588.jpg|4848242815555588]] ![[assets/images/260814_2203_GPT 5.6 Sol Ultrafast 让所有其他模型都显得缓慢。__4848242815555588.jpg|1200]] ## 014. 1525121584444142 - 所属主题：[[topics/081|GPT 5.6 Sol Ultrafast 让所有其他模型都显得缓慢。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158221821282) - 本地资源：[[assets/images/260814_2203_GPT 5.6 Sol Ultrafast 让所有其他模型都显得缓慢。__1525121584444142.jpg|1525121584444142]] ![[assets/images/260814_2203_GPT 5.6 Sol Ultrafast 让所有其他模型都显得缓慢。__1525121584444142.jpg|1200]] ## 015. 1525121584444542 - 所属主题：[[topics/082|#长江 #金融数据]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821558155444) - 本地资源：[[assets/images/260814_2202__长江 _金融数据__1525121584444542.jpg|1525121584444542]] ![[assets/images/260814_2202__长江 _金融数据__1525121584444542.jpg|1200]] ## 016. 4848242815558828 - 所属主题：[[topics/083|贵州茅台发布2026年上半年业绩： 【26H1】收入907亿元，同比+1.5%；归母净利润445.2亿元，同比-2.0%。毛利率89.6%，同比-1.7pct；]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158221822452) - 本地资源：[[assets/images/260814_2202_贵州茅台发布2026年上半年业绩： 【26H1】收入907亿元，同比+1.5%；归母净利润445.2__4848242815558828.jpg|4848242815558828]] ![[assets/images/260814_2202_贵州茅台发布2026年上半年业绩： 【26H1】收入907亿元，同比+1.5%；归母净利润445.2__4848242815558828.jpg|1200]] ## 017. 8858454842455422 - 所属主题：[[topics/106|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158251185141) - 本地资源：[[assets/images/260814_1415__AI__8858454842455422.jpg|8858454842455422]] ![[assets/images/260814_1415__AI__8858454842455422.jpg|1200]] ## 018. 1525121514482182 - 所属主题：[[topics/120|#CCL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158251488281) - 本地资源：[[assets/images/260814_1407__CCL__1525121514482182.jpg|1525121514482182]] ![[assets/images/260814_1407__CCL__1525121514482182.jpg|1200]] ## 019. 5121424145548814 - 所属主题：[[topics/121|大厂自己造超节点服务器的时候，一般是选择浪潮/华勤/华三（紫光股份），而一般不会选择中科曙光，因为浪潮造的服务器，大厂可以自由选择卡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158251485181) - 本地资源：[[assets/images/260814_1407_大厂自己造超节点服务器的时候，一般是选择浪潮 华勤 华三（紫光股份），而一般不会选择中科曙光，因为浪__5121424145548814.jpg|5121424145548814]] ![[assets/images/260814_1407_大厂自己造超节点服务器的时候，一般是选择浪潮 华勤 华三（紫光股份），而一般不会选择中科曙光，因为浪__5121424145548814.jpg|1200]] ## 020. 8858454842241212 - 所属主题：[[topics/122|#铭普光磁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148541241588) - 本地资源：[[assets/images/260814_1406__铭普光磁__8858454842241212.jpg|8858454842241212]] ![[assets/images/260814_1406__铭普光磁__8858454842241212.jpg|1200]] ## 021. 1525121514418442 - 所属主题：[[topics/123|#智谱]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148541241858) - 本地资源：[[assets/images/260814_1406__智谱__1525121514418442.jpg|1525121514418442]] ![[assets/images/260814_1406__智谱__1525121514418442.jpg|1200]] ## 022. 1525121514514282 - 所属主题：[[topics/127|网宿科技盘后发半年报 网宿科技带动CDN]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825428545412) - 本地资源：[[assets/images/260814_1346_网宿科技盘后发半年报 网宿科技带动CDN__1525121514514282.jpg|1525121514514282]] ![[assets/images/260814_1346_网宿科技盘后发半年报 网宿科技带动CDN__1525121514514282.jpg|1200]] ## 023. 1525121514514242 - 所属主题：[[topics/128|#铜箔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158251828511) - 本地资源：[[assets/images/260814_1346__铜箔__1525121514514242.jpg|1525121514514242]] ![[assets/images/260814_1346__铜箔__1525121514514242.jpg|1200]] ## 024. 4848242825485528 - 所属主题：[[topics/142|#AIDC #算力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148548111518) - 本地资源：[[assets/images/260814_1309__AIDC _算力__4848242825485528.jpg|4848242825485528]] ![[assets/images/260814_1309__AIDC _算力__4848242825485528.jpg|1200]] ## 025. 8858454842582222 - 所属主题：[[topics/144|#价格]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825425888452) - 本地资源：[[assets/images/260814_1309__价格__8858454842582222.jpg|8858454842582222]] ![[assets/images/260814_1309__价格__8858454842582222.jpg|1200]] ## 026. 2858454842582851 - 所属主题：[[topics/150|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158258112422) - 本地资源：[[assets/images/260814_1308__伊朗__2858454842582851.jpg|2858454842582851]] ![[assets/images/260814_1308__伊朗__2858454842582851.jpg|1200]] ## 027. 1525121514255512 - 所属主题：[[topics/153|#散热]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821521885244) - 本地资源：[[assets/images/260814_1307__散热__1525121514255512.jpg|1525121514255512]] ![[assets/images/260814_1307__散热__1525121514255512.jpg|1200]] ## 028. 2858454842588581 - 所属主题：[[topics/158|#韩国 #房地产]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821521882584) - 本地资源：[[assets/images/260814_1306__韩国 _房地产__2858454842588581.jpg|2858454842588581]] ![[assets/images/260814_1306__韩国 _房地产__2858454842588581.jpg|1200]] ## 029. 1525121514252842 - 所属主题：[[topics/162|#餐饮]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821521882214) - 本地资源：[[assets/images/260814_1306__餐饮__1525121514252842.jpg|1525121514252842]] ![[assets/images/260814_1306__餐饮__1525121514252842.jpg|1200]] ## 030. 4848242825484258 - 所属主题：[[topics/165|#苹果 #阿里巴巴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825425811852) - 本地资源：[[assets/images/260814_1305__苹果 _阿里巴巴__4848242825484258.jpg|4848242825484258]] ![[assets/images/260814_1305__苹果 _阿里巴巴__4848242825484258.jpg|1200]] ## 031. 2858454842551581 - 所属主题：[[topics/171|#厄尔尼诺 #天气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825425815822) - 本地资源：[[assets/images/260814_1304__厄尔尼诺 _天气__2858454842551581.jpg|2858454842551581]] ![[assets/images/260814_1304__厄尔尼诺 _天气__2858454842551581.jpg|1200]] ## 032. 8858454842551552 - 所属主题：[[topics/172|#科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825425815422) - 本地资源：[[assets/images/260814_1303__科技__8858454842551552.jpg|8858454842551552]] ![[assets/images/260814_1303__科技__8858454842551552.jpg|1200]] ## 033. 4848242851412118 - 所属主题：[[topics/179|#医药]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158812821521) - 本地资源：[[assets/images/260814_1047__医药__4848242851412118.jpg|4848242851412118]] ![[assets/images/260814_1047__医药__4848242851412118.jpg|1200]] ## 034. 8858454821518152 - 所属主题：[[topics/182|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148815854448) - 本地资源：[[assets/images/260814_1045__小光__8858454821518152.jpg|8858454821518152]] ![[assets/images/260814_1045__小光__8858454821518152.jpg|1200]] ## 035. 5121424158282554 - 所属主题：[[topics/184|#东北]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158812882842) - 本地资源：[[assets/images/260814_1044__东北__5121424158282554.jpg|5121424158282554]] ![[assets/images/260814_1044__东北__5121424158282554.jpg|1200]] ## 036. 4848242851414558 - 所属主题：[[topics/185|#华阳集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821185111214) - 本地资源：[[assets/images/260814_1044__华阳集团__4848242851414558.jpg|4848242851414558]] ![[assets/images/260814_1044__华阳集团__4848242851414558.jpg|1200]] ## 037. 4848242851414548 - 所属主题：[[topics/186|#光纤]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825584552812) - 本地资源：[[assets/images/260814_1043__光纤__4848242851414548.jpg|4848242851414548]] ![[assets/images/260814_1043__光纤__4848242851414548.jpg|1200]] ## 038. 2858454821582451 - 所属主题：[[topics/198|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148818214528) - 本地资源：[[assets/images/260814_1028__AI__2858454821582451.jpg|2858454821582451]] ![[assets/images/260814_1028__AI__2858454821582451.jpg|1200]] ## 039. 2858454821582211 - 所属主题：[[topics/199|#逆回购]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821181448514) - 本地资源：[[assets/images/260814_1027__逆回购__2858454821582211.jpg|2858454821582211]] ![[assets/images/260814_1027__逆回购__2858454821582211.jpg|1200]] ## 040. 1525121548254482 - 所属主题：[[topics/201|#经济]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158818441851) - 本地资源：[[assets/images/260814_1027__经济__1525121548254482.jpg|1525121548254482]] ![[assets/images/260814_1027__经济__1525121548254482.jpg|1200]] ## 041. 2858454821582281 - 所属主题：[[topics/203|#强瑞技术]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825585111852) - 本地资源：[[assets/images/260814_1027__强瑞技术__2858454821582281.jpg|2858454821582281]] ![[assets/images/260814_1027__强瑞技术__2858454821582281.jpg|1200]] ## 042. 8858454821588252 - 所属主题：[[topics/204|#载板 #ABF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158818444452) - 本地资源：[[assets/images/260814_1027__载板 _ABF__8858454821588252.jpg|8858454821588252]] ![[assets/images/260814_1027__载板 _ABF__8858454821588252.jpg|1200]] ## 043. 1525121548254452 - 所属主题：[[topics/204|#载板 #ABF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158818444452) - 本地资源：[[assets/images/260814_1027__载板 _ABF__1525121548254452.jpg|1525121548254452]] ![[assets/images/260814_1027__载板 _ABF__1525121548254452.jpg|1200]] ## 044. 5121424158211154 - 所属主题：[[topics/206|#跃岭股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821181445114) - 本地资源：[[assets/images/260814_1026__跃岭股份__5121424158211154.jpg|5121424158211154]] ![[assets/images/260814_1026__跃岭股份__5121424158211154.jpg|1200]] ## 045. 5121424158211224 - 所属主题：[[topics/210|日本15号战败日， 16号就制裁我们高端工业母机 ，挑衅啊 稀土，继续制裁日本]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158818445812) - 本地资源：[[assets/images/260814_1026_日本15号战败日， 16号就制裁我们高端工业母机 ，挑衅啊 稀土，继续制裁日本__5121424158211224.jpg|5121424158211224]] ![[assets/images/260814_1026_日本15号战败日， 16号就制裁我们高端工业母机 ，挑衅啊 稀土，继续制裁日本__5121424158211224.jpg|1200]] ## 046. 5121424154845114 - 所属主题：[[topics/214|#宁德时代 #锂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158818422421) - 本地资源：[[assets/images/260814_1025__宁德时代 _锂__5121424154845114.jpg|5121424154845114]] ![[assets/images/260814_1025__宁德时代 _锂__5121424154845114.jpg|1200]] ## 047. 4848242852241188 - 所属主题：[[topics/224|中际旭创17.47亿入谷中石科技！光模块散热集体爆发 事件：中际旭创17.47亿元入谷中石科技，切入数据中心/光模块液冷散热。光模块散热方向集体大涨，AI算力散]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158815484822) - 本地资源：[[assets/images/260814_0953_中际旭创17.47亿入谷中石科技！光模块散热集体爆发 事件：中际旭创17.47亿元入谷中石科技，切入__4848242852241188.jpg|4848242852241188]] ![[assets/images/260814_0953_中际旭创17.47亿入谷中石科技！光模块散热集体爆发 事件：中际旭创17.47亿元入谷中石科技，切入__4848242852241188.jpg|1200]] ## 048. 1525121541128152 - 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星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825214841252) - 本地资源：[[assets/images/260814_0929__小洪__8858454824812852.jpg|8858454824812852]] ![[assets/images/260814_0929__小洪__8858454824812852.jpg|1200]] ## 059. 5121424154185124 - 所属主题：[[topics/259|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825214841252) - 本地资源：[[assets/images/260814_0929__小洪__5121424154185124.jpg|5121424154185124]] ![[assets/images/260814_0929__小洪__5121424154185124.jpg|1200]] ## 060. 4848242852818518 - 所属主题：[[topics/263|崔泰源 CNBC 采访解读： 1. 他认为2027年供需将比今年更艰难。 “明年可能是最艰难的一年……我所有的客户都在要求几乎是当前需求的双倍……但供应跟不上。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158542125111) - 本地资源：[[assets/images/260814_0929_崔泰源 CNBC 采访解读： 1. 他认为2027年供需将比今年更艰难。 “明年可能是最艰难的一年…__4848242852818518.jpg|4848242852818518]] ![[assets/images/260814_0929_崔泰源 CNBC 采访解读： 1. 他认为2027年供需将比今年更艰难。 “明年可能是最艰难的一年…__4848242852818518.jpg|1200]] ## 061. 1525121541582482 - 所属主题：[[topics/267|#财通 #固收]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158542188552) - 本地资源：[[assets/images/260814_0927__财通 _固收__1525121541582482.jpg|1525121541582482]] ![[assets/images/260814_0927__财通 _固收__1525121541582482.jpg|1200]] ## 062. 5121424154148854 - 所属主题：[[topics/269|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158542422182) - 本地资源：[[assets/images/260814_0926__ETF__5121424154148854.jpg|5121424154148854]] ![[assets/images/260814_0926__ETF__5121424154148854.jpg|1200]] ## 063. 1525121541518482 - 所属主题：[[topics/270|#电报解读 #软件]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825214145242) - 本地资源：[[assets/images/260814_0926__电报解读 _软件__1525121541518482.jpg|1525121541518482]] ![[assets/images/260814_0926__电报解读 _软件__1525121541518482.jpg|1200]] ## 064. 8858454824841812 - 所属主题：[[topics/271|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821245418524) - 本地资源：[[assets/images/260814_0925__电报解读__8858454824841812.jpg|8858454824841812]] ![[assets/images/260814_0925__电报解读__8858454824841812.jpg|1200]] ## 065. 4848242852822528 - 所属主题：[[topics/272|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825214151812) - 本地资源：[[assets/images/260814_0925__九点特供__4848242852822528.jpg|4848242852822528]] ![[assets/images/260814_0925__九点特供__4848242852822528.jpg|1200]] ## 066. 5121424154144114 - 所属主题：[[topics/273|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158542484252) - 本地资源：[[assets/images/260814_0925__红宝书__5121424154144114.jpg|5121424154144114]] ![[assets/images/260814_0925__红宝书__5121424154144114.jpg|1200]] ## 067. 8858454824548882 - 所属主题：[[topics/275|#Deepseek]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825214252142) - 本地资源：[[assets/images/260814_0912__Deepseek__8858454824548882.jpg|8858454824548882]] ![[assets/images/260814_0912__Deepseek__8858454824548882.jpg|1200]] ## 068. 1525121541248142 - 所属主题：[[topics/278|#国金 #德赛西威 #半年报]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148428154248) - 本地资源：[[assets/images/260814_0910__国金 _德赛西威 _半年报__1525121541248142.jpg|1525121541248142]] ![[assets/images/260814_0910__国金 _德赛西威 _半年报__1525121541248142.jpg|1200]] ## 069. 2858454824521251 - 所属主题：[[topics/279|#三环集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158548125582) - 本地资源：[[assets/images/260814_0910__三环集团__2858454824521251.jpg|2858454824521251]] ![[assets/images/260814_0910__三环集团__2858454824521251.jpg|1200]] ## 070. 8858454824588812 - 所属主题：[[topics/289|#AMD]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158548814442) - 本地资源：[[assets/images/260814_0902__AMD__8858454824588812.jpg|8858454824588812]] ![[assets/images/260814_0902__AMD__8858454824588812.jpg|1200]] ## 071. 4848242852488888 - 所属主题：[[topics/290|#腾讯 #Manus]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825215584412) - 本地资源：[[assets/images/260814_0902__腾讯 _Manus__4848242852488888.jpg|4848242852488888]] ![[assets/images/260814_0902__腾讯 _Manus__4848242852488888.jpg|1200]] ## 072. 5121424155828414 - 所属主题：[[topics/322|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821258285524) - 本地资源：[[assets/images/260814_0845__研选__5121424155828414.jpg|5121424155828414]] ![[assets/images/260814_0845__研选__5121424155828414.jpg|1200]] ## 073. 5121424155828144 - 所属主题：[[topics/326|#指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825248282212) - 本地资源：[[assets/images/260814_0845__指数__5121424155828144.jpg|5121424155828144]] ![[assets/images/260814_0845__指数__5121424155828144.jpg|1200]] ## 074. 1525121544828212 - 所属主题：[[topics/328|#美国 #包裹]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148451488588) - 本地资源：[[assets/images/260814_0845__美国 _包裹__1525121544828212.jpg|1525121544828212]] ![[assets/images/260814_0845__美国 _包裹__1525121544828212.jpg|1200]] ## 075. 2858454822152151 - 所属主题：[[topics/334|Nvidia计算模块物料清单与平均售价]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825248224282) - 本地资源：[[assets/images/260814_0843_Nvidia计算模块物料清单与平均售价__2858454822152151.jpg|2858454822152151]] ![[assets/images/260814_0843_Nvidia计算模块物料清单与平均售价__2858454822152151.jpg|1200]] ## 076. 8858454822152842 - 所属主题：[[topics/339|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148452112518) - 本地资源：[[assets/images/260814_0842__监管__8858454822152842.jpg|8858454822152842]] ![[assets/images/260814_0842__监管__8858454822152842.jpg|1200]] ## 077. 8858454822152512 - 所属主题：[[topics/342|吉利汽车：银河TT开启预售，月销有望达到8k+ 1、事件：8月13日，银河TT开启预售，后驱版预售价14.59-16.99万元，可享500元抵2000元购车金、]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158524112182) - 本地资源：[[assets/images/260814_0842_吉利汽车：银河TT开启预售，月销有望达到8k+ 1、事件：8月13日，银河TT开启预售，后驱版预售价__8858454822152512.jpg|8858454822152512]] ![[assets/images/260814_0842_吉利汽车：银河TT开启预售，月销有望达到8k+ 1、事件：8月13日，银河TT开启预售，后驱版预售价__8858454822152512.jpg|1200]] ## 078. 2858454822158411 - 所属主题：[[topics/346|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158524115812) - 本地资源：[[assets/images/260814_0841__英伟达__2858454822158411.jpg|2858454822158411]] ![[assets/images/260814_0841__英伟达__2858454822158411.jpg|1200]] ## 079. 8858454822845812 - 所属主题：[[topics/422|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158522511211) - 本地资源：[[assets/images/260814_0748__全知道__8858454822845812.jpg|8858454822845812]] ![[assets/images/260814_0748__全知道__8858454822845812.jpg|1200]] ## 080. 2858454822821221 - 所属主题：[[topics/423|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148455411558) - 本地资源：[[assets/images/260814_0748__早知道__2858454822821221.jpg|2858454822821221]] ![[assets/images/260814_0748__早知道__2858454822821221.jpg|1200]] ## 081. 4848242855851558 - 所属主题：[[topics/425|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148455411828) - 本地资源：[[assets/images/260814_0748__龙虎榜__4848242855851558.jpg|4848242855851558]] ![[assets/images/260814_0748__龙虎榜__4848242855851558.jpg|1200]] ## 082. 4848242855851588 - 所属主题：[[topics/426|#电报解读 #煤炭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821255288284) - 本地资源：[[assets/images/260814_0748__电报解读 _煤炭__4848242855851588.jpg|4848242855851588]] ![[assets/images/260814_0748__电报解读 _煤炭__4848242855851588.jpg|1200]] ## 083. 8858454822821812 - 所属主题：[[topics/428|#机构调研 #一博科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821255284124) - 本地资源：[[assets/images/260814_0748__机构调研 _一博科技__8858454822821812.jpg|8858454822821812]] ![[assets/images/260814_0748__机构调研 _一博科技__8858454822821812.jpg|1200]] ## 084. 8858454822821542 - 所属主题：[[topics/431|#黑毛 #闪迪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825244284112) - 本地资源：[[assets/images/260814_0747__黑毛 _闪迪__8858454822821542.jpg|8858454822821542]] ![[assets/images/260814_0747__黑毛 _闪迪__8858454822821542.jpg|1200]] ## 085. 4848242855851848 - 所属主题：[[topics/431|#黑毛 #闪迪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825244284112) - 本地资源：[[assets/images/260814_0747__黑毛 _闪迪__4848242855851848.jpg|4848242855851848]] ![[assets/images/260814_0747__黑毛 _闪迪__4848242855851848.jpg|1200]] ## 086. 8858454822824142 - 所属主题：[[topics/437|#应用材料]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148455414158) - 本地资源：[[assets/images/260814_0746__应用材料__8858454822824142.jpg|8858454822824142]] ![[assets/images/260814_0746__应用材料__8858454822824142.jpg|1200]] ## 087. 4848242855852188 - 所属主题：[[topics/439|#苹果]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158522515481) - 本地资源：[[assets/images/260814_0746__苹果__4848242855852188.jpg|4848242855852188]] ![[assets/images/260814_0746__苹果__4848242855852188.jpg|1200]] ## 088. 4848242855852228 - 所属主题：[[topics/440|#旅游]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148455414818) - 本地资源：[[assets/images/260814_0746__旅游__4848242855852228.jpg|4848242855852228]] ![[assets/images/260814_0746__旅游__4848242855852228.jpg|1200]] ## 089. 1525121544541142 - 所属主题：[[topics/442|#无人机 #关税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825244282282) - 本地资源：[[assets/images/260814_0746__无人机 _关税__1525121544541142.jpg|1525121544541142]] ![[assets/images/260814_0746__无人机 _关税__1525121544541142.jpg|1200]] ## 090. 1525121544541122 - 所属主题：[[topics/443|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158522541851) - 本地资源：[[assets/images/260814_0745__监管__1525121544541122.jpg|1525121544541122]] ![[assets/images/260814_0745__监管__1525121544541122.jpg|1200]] ## 091. 2858454822824241 - 所属主题：[[topics/445|#AMD]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825244218242) - 本地资源：[[assets/images/260814_0745__AMD__2858454822824241.jpg|2858454822824241]] ![[assets/images/260814_0745__AMD__2858454822824241.jpg|1200]] ## 092. 4848242855852588 - 所属主题：[[topics/447|#宇树科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821255244814) - 本地资源：[[assets/images/260814_0745__宇树科技__4848242855852588.jpg|4848242855852588]] ![[assets/images/260814_0745__宇树科技__4848242855852588.jpg|1200]] ## 093. 4848242855855828 - 所属主题：[[topics/454|#海通 #大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82255158522548122) - 本地资源：[[assets/images/260814_0744__海通 _大模型__4848242855855828.jpg|4848242855855828]] ![[assets/images/260814_0744__海通 _大模型__4848242855855828.jpg|1200]] ## 094. 8858454822828412 - 所属主题：[[topics/462|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45544148455451888) - 本地资源：[[assets/images/260814_0742__Anthropic__8858454822828412.jpg|8858454822828412]] ![[assets/images/260814_0742__Anthropic__8858454822828412.jpg|1200]] ## 095. 1525121544545182 - 所属主题：[[topics/465|#中金 #存储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22255158522524141) - 本地资源：[[assets/images/260814_0742__中金 _存储__1525121544545182.jpg|1525121544545182]] ![[assets/images/260814_0742__中金 _存储__1525121544545182.jpg|1200]] ## 096. 4848242855858258 - 所属主题：[[topics/467|【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年08月12日 1️⃣TACO or GAMBLE指数，今日达+0.84，较昨日小]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821255255814) - 本地资源：[[assets/images/260814_0741_【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年08月12日 1️⃣__4848242855858258.jpg|4848242855858258]] ![[assets/images/260814_0741_【财通策略徐近峰团队】Trump TACO or GAMBLE 指数-2026年08月12日 1️⃣__4848242855858258.jpg|1200]] ## 097. 2858454822828811 - 所属主题：[[topics/471|【东吴电新】碳酸锂周度更新（8.6-8.13）：本周去库幅度超预期，锂价上行 #价格：本周碳酸锂现货、精矿价格上涨。SMM电池级14.75万元/吨，周环比4.2]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55522821255255144) - 本地资源：[[assets/images/260814_0741_【东吴电新】碳酸锂周度更新（8.6-8.13）：本周去库幅度超预期，锂价上行 _价格：本周碳酸锂现货__2858454822828811.jpg|2858454822828811]] ![[assets/images/260814_0741_【东吴电新】碳酸锂周度更新（8.6-8.13）：本周去库幅度超预期，锂价上行 _价格：本周碳酸锂现货__2858454822828811.jpg|1200]] ## 098. 2858454822828881 - 所属主题：[[topics/473|#申万 #华虹宏力 #半年报]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14422825244244522) - 本地资源：[[assets/images/260814_0740__申万 _华虹宏力 _半年报__2858454822828881.jpg|2858454822828881]] ![[assets/images/260814_0740__申万 _华虹宏力 _半年报__2858454822828881.jpg|1200]]