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所属主题：[[topics/099|#黑毛 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151421852844) - 本地资源：[[assets/images/260827_2026__黑毛 _MLCC__5121414458288424.jpg|5121414458288424]] ![[assets/images/260827_2026__黑毛 _MLCC__5121414458288424.jpg|1200]] ## 024. 2858484421511221 - 所属主题：[[topics/100|#MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828458125412) - 本地资源：[[assets/images/260827_2026__MLCC__2858484421511221.jpg|2858484421511221]] ![[assets/images/260827_2026__MLCC__2858484421511221.jpg|1200]] ## 025. 4848282251411818 - 所属主题：[[topics/101|#长鑫科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858248154528) - 本地资源：[[assets/images/260827_2025__长鑫科技__4848282251411818.jpg|4848282251411818]] ![[assets/images/260827_2025__长鑫科技__4848282251411818.jpg|1200]] ## 026. 1525151148281552 - 所属主题：[[topics/102|【今日投资舆情热点】 1）PCB：机构称，随着英伟达新一代服务器Rubin ultra量产节点临近，电子级PTFE有望大规模应用。 2）业绩：半年报披露末期，部]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545125851182) - 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所属主题：[[topics/106|#智谱]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828458188251) - 本地资源：[[assets/images/260827_2022__智谱__2858484421512281.jpg|2858484421512281]] ![[assets/images/260827_2022__智谱__2858484421512281.jpg|1200]] ## 031. 5121414458285584 - 所属主题：[[topics/106|#智谱]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828458188251) - 本地资源：[[assets/images/260827_2022__智谱__5121414458285584.jpg|5121414458285584]] ![[assets/images/260827_2022__智谱__5121414458285584.jpg|1200]] ## 032. 8858484421518222 - 所属主题：[[topics/107|#国联 #硫磺 #硫铁 #磷石...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545125828582) - 本地资源：[[assets/images/260827_2021__国联 _硫磺 _硫铁 _磷石__8858484421518222.jpg|8858484421518222]] ![[assets/images/260827_2021__国联 _硫磺 _硫铁 _磷石__8858484421518222.jpg|1200]] ## 033. 2858484425514411 - 所属主题：[[topics/180|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828215821882) - 本地资源：[[assets/images/260827_1450__小光__2858484425514411.jpg|2858484425514411]] ![[assets/images/260827_1450__小光__2858484425514411.jpg|1200]] ## 034. 5121414452244824 - 所属主题：[[topics/191|【个股】石英股份，这一期我没推荐哈，怎么处理，也说过多次。 它一大特性，就是跟着光纤。 为什么？ 中期报分析时，就跟你们说过： 光伏石英锅业务，持续萎缩，正在剥]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858522554158) - 本地资源：[[assets/images/260827_1438_【个股】石英股份，这一期我没推荐哈，怎么处理，也说过多次。 它一大特性，就是跟着光纤。 为什么？ 中__5121414452244824.jpg|5121414452244824]] ![[assets/images/260827_1438_【个股】石英股份，这一期我没推荐哈，怎么处理，也说过多次。 它一大特性，就是跟着光纤。 为什么？ 中__5121414452244824.jpg|1200]] ## 035. 8858484425544242 - 所属主题：[[topics/192|#湖北宜化]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828244284412) - 本地资源：[[assets/images/260827_1437__湖北宜化__8858484425544242.jpg|8858484425544242]] ![[assets/images/260827_1437__湖北宜化__8858484425544242.jpg|1200]] ## 036. 4848282281125528 - 所属主题：[[topics/199|#磷肥]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151545884514) - 本地资源：[[assets/images/260827_1414__磷肥__4848282281125528.jpg|4848282281125528]] ![[assets/images/260827_1414__磷肥__4848282281125528.jpg|1200]] ## 037. 5121414418845544 - 所属主题：[[topics/199|#磷肥]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151545884514) - 本地资源：[[assets/images/260827_1414__磷肥__5121414418845544.jpg|5121414418845544]] ![[assets/images/260827_1414__磷肥__5121414418845544.jpg|1200]] ## 038. 2858484481142541 - 所属主题：[[topics/200|#AI #大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858525118288) - 本地资源：[[assets/images/260827_1413__AI _大模型__2858484481142541.jpg|2858484481142541]] ![[assets/images/260827_1413__AI _大模型__2858484481142541.jpg|1200]] ## 039. 8858484481142512 - 所属主题：[[topics/200|#AI #大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858525118288) - 本地资源：[[assets/images/260827_1413__AI _大模型__8858484481142512.jpg|8858484481142512]] ![[assets/images/260827_1413__AI _大模型__8858484481142512.jpg|1200]] ## 040. 8858484481441222 - 所属主题：[[topics/201|#三星电机 #MLCC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858525245888) - 本地资源：[[assets/images/260827_1353__三星电机 _MLCC__8858484481441222.jpg|8858484481441222]] ![[assets/images/260827_1353__三星电机 _MLCC__8858484481441222.jpg|1200]] ## 041. 5121414418448524 - 所属主题：[[topics/202|#数据要素]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828242452521) - 本地资源：[[assets/images/260827_1353__数据要素__5121414418448524.jpg|5121414418448524]] ![[assets/images/260827_1353__数据要素__5121414418448524.jpg|1200]] ## 042. 4848282281222448 - 所属主题：[[topics/205|#新朋股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151545588484) - 本地资源：[[assets/images/260827_1352__新朋股份__4848282281222448.jpg|4848282281222448]] ![[assets/images/260827_1352__新朋股份__4848282281222448.jpg|1200]] ## 043. 4848282281225118 - 所属主题：[[topics/207|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151545588544) - 本地资源：[[assets/images/260827_1352__英伟达__4848282281225118.jpg|4848282281225118]] ![[assets/images/260827_1352__英伟达__4848282281225118.jpg|1200]] ## 044. 4848282281225188 - 所属主题：[[topics/209|#保险]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151545588284) - 本地资源：[[assets/images/260827_1351__保险__4848282281225188.jpg|4848282281225188]] ![[assets/images/260827_1351__保险__4848282281225188.jpg|1200]] ## 045. 2858484481442151 - 所属主题：[[topics/212|桐昆股份涨停 #炼化]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828242214582) - 本地资源：[[assets/images/260827_1351_桐昆股份涨停 _炼化__2858484481442151.jpg|2858484481442151]] ![[assets/images/260827_1351_桐昆股份涨停 _炼化__2858484481442151.jpg|1200]] ## 046. 2858484481222221 - 所属主题：[[topics/219|#大佬持仓跟踪 #巨化股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545415158852) - 本地资源：[[assets/images/260827_1316__大佬持仓跟踪 _巨化股份__2858484481222221.jpg|2858484481222221]] ![[assets/images/260827_1316__大佬持仓跟踪 _巨化股份__2858484481222221.jpg|1200]] ## 047. 1525151158444542 - 所属主题：[[topics/220|#机构调研 #景旺电子]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545415151122) - 本地资源：[[assets/images/260827_1315__机构调研 _景旺电子__1525151158444542.jpg|1525151158444542]] ![[assets/images/260827_1315__机构调研 _景旺电子__1525151158444542.jpg|1200]] ## 048. 5121414418551484 - 所属主题：[[topics/221|斗山在材料配方中引入了一种低热膨胀系数(CTE)的有机填充材料，将存储器封装CCL绝缘层厚度减薄至13um]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828248482212) - 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本地资源：[[assets/images/260827_1311__苹果 _折叠屏__8858484481288222.jpg|8858484481288222]] ![[assets/images/260827_1311__苹果 _折叠屏__8858484481288222.jpg|1200]] ## 052. 5121414418511144 - 所属主题：[[topics/226|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858528518858) - 本地资源：[[assets/images/260827_1311__英伟达__5121414418511144.jpg|5121414418511144]] ![[assets/images/260827_1311__英伟达__5121414418511144.jpg|1200]] ## 053. 8858484481285282 - 所属主题：[[topics/237|#泥石流]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828248811122) - 本地资源：[[assets/images/260827_1308__泥石流__8858484481285282.jpg|8858484481285282]] ![[assets/images/260827_1308__泥石流__8858484481285282.jpg|1200]] ## 054. 4848282281541558 - 所属主题：[[topics/241|#餐饮]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828248814822) - 本地资源：[[assets/images/260827_1307__餐饮__4848282281541558.jpg|4848282281541558]] ![[assets/images/260827_1307__餐饮__4848282281541558.jpg|1200]] ## 055. 5121414418528284 - 所属主题：[[topics/247|📑LS 证券给出的服务器内存 / 存储市场规模 💸前五大云服务商（CSP）服务器 / AI 资本支出预算增量：3500 亿美元 💰英伟达营收增量：2640 亿美]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828248818212) - 本地资源：[[assets/images/260827_1307_📑LS 证券给出的服务器内存 存储市场规模 💸前五大云服务商（CSP）服务器 AI 资本支出__5121414418528284.jpg|5121414418528284]] ![[assets/images/260827_1307_📑LS 证券给出的服务器内存 存储市场规模 💸前五大云服务商（CSP）服务器 AI 资本支出__5121414418528284.jpg|1200]] ## 056. 1525151158428522 - 所属主题：[[topics/247|📑LS 证券给出的服务器内存 / 存储市场规模 💸前五大云服务商（CSP）服务器 / AI 资本支出预算增量：3500 亿美元 💰英伟达营收增量：2640 亿美]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828248818212) - 本地资源：[[assets/images/260827_1307_📑LS 证券给出的服务器内存 存储市场规模 💸前五大云服务商（CSP）服务器 AI 资本支出__1525151158428522.jpg|1525151158428522]] ![[assets/images/260827_1307_📑LS 证券给出的服务器内存 存储市场规模 💸前五大云服务商（CSP）服务器 AI 资本支出__1525151158428522.jpg|1200]] ## 057. 4848282281541488 - 所属主题：[[topics/249|#高盛 #英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828248815181) - 本地资源：[[assets/images/260827_1306__高盛 _英伟达__4848282281541488.jpg|4848282281541488]] ![[assets/images/260827_1306__高盛 _英伟达__4848282281541488.jpg|1200]] ## 058. 2858484484455551 - 所属主题：[[topics/286|#工业气体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858558145448) - 本地资源：[[assets/images/260827_1114__工业气体__2858484484455551.jpg|2858484484455551]] ![[assets/images/260827_1114__工业气体__2858484484455551.jpg|1200]] ## 059. 1525151151488842 - 所属主题：[[topics/287|OpenAI发布37页报告 自曝史上最严重安全事件：700个AI代理“组队”叛变]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828228158181) - 本地资源：[[assets/images/260827_1114_OpenAI发布37页报告 自曝史上最严重安全事件：700个AI代理“组队”叛变__1525151151488842.jpg|1525151151488842]] ![[assets/images/260827_1114_OpenAI发布37页报告 自曝史上最严重安全事件：700个AI代理“组队”叛变__1525151151488842.jpg|1200]] ## 060. 5121414414588484 - 所属主题：[[topics/288|#美利信]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545445825412) - 本地资源：[[assets/images/260827_1114__美利信__5121414414588484.jpg|5121414414588484]] ![[assets/images/260827_1114__美利信__5121414414588484.jpg|1200]] ## 061. 8858484484812412 - 所属主题：[[topics/297|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545558425212) - 本地资源：[[assets/images/260827_1057__英伟达__8858484484812412.jpg|8858484484812412]] ![[assets/images/260827_1057__英伟达__8858484484812412.jpg|1200]] ## 062. 8858484484844252 - 所属主题：[[topics/305|市场很多不知道智立方的设备排bar和拆bar是做什么，用ai做了一个图展示 by ty]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151118285244) - 本地资源：[[assets/images/260827_1051_市场很多不知道智立方的设备排bar和拆bar是做什么，用ai做了一个图展示 by ty__8858484484844252.jpg|8858484484844252]] ![[assets/images/260827_1051_市场很多不知道智立方的设备排bar和拆bar是做什么，用ai做了一个图展示 by ty__8858484484844252.jpg|1200]] ## 063. 1525151151511582 - 所属主题：[[topics/307|#同益股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828881518482) - 本地资源：[[assets/images/260827_1050__同益股份__1525151151511582.jpg|1525151151511582]] ![[assets/images/260827_1050__同益股份__1525151151511582.jpg|1200]] ## 064. 5121414414145244 - 所属主题：[[topics/310|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828881515882) - 本地资源：[[assets/images/260827_1050__小光__5121414414145244.jpg|5121414414145244]] ![[assets/images/260827_1050__小光__5121414414145244.jpg|1200]] ## 065. 1525151151514222 - 所属主题：[[topics/312|#硅微粉]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828881541151) - 本地资源：[[assets/images/260827_1050__硅微粉__1525151151514222.jpg|1525151151514222]] ![[assets/images/260827_1050__硅微粉__1525151151514222.jpg|1200]] ## 066. 5121414414145224 - 所属主题：[[topics/312|#硅微粉]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828881541151) - 本地资源：[[assets/images/260827_1050__硅微粉__5121414414145224.jpg|5121414414145224]] ![[assets/images/260827_1050__硅微粉__5121414414145224.jpg|1200]] ## 067. 5121414414158854 - 所属主题：[[topics/313|TD COWEN 昨天写的 SMTC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151118244154) - 本地资源：[[assets/images/260827_1050_TD COWEN 昨天写的 SMTC__5121414414158854.jpg|5121414414158854]] ![[assets/images/260827_1050_TD COWEN 昨天写的 SMTC__5121414414158854.jpg|1200]] ## 068. 1525151151512252 - 所属主题：[[topics/313|TD COWEN 昨天写的 SMTC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151118244154) - 本地资源：[[assets/images/260827_1050_TD COWEN 昨天写的 SMTC__1525151151512252.jpg|1525151151512252]] ![[assets/images/260827_1050_TD COWEN 昨天写的 SMTC__1525151151512252.jpg|1200]] ## 069. 1525151151548822 - 所属主题：[[topics/316|#中泰 #大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828881545812) - 本地资源：[[assets/images/260827_1048__中泰 _大模型__1525151151548822.jpg|1525151151548822]] ![[assets/images/260827_1048__中泰 _大模型__1525151151548822.jpg|1200]] ## 070. 8858484488212442 - 所属主题：[[topics/321|#PTFE]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828884411422) - 本地资源：[[assets/images/260827_1039__PTFE__8858484488212442.jpg|8858484488212442]] ![[assets/images/260827_1039__PTFE__8858484488212442.jpg|1200]] ## 071. 2858484488248211 - 所属主题：[[topics/324|#PTFE]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151114581424) - 本地资源：[[assets/images/260827_1034__PTFE__2858484488248211.jpg|2858484488248211]] ![[assets/images/260827_1034__PTFE__2858484488248211.jpg|1200]] ## 072. 2858484488281151 - 所属主题：[[topics/330|#海目星]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151114151484) - 本地资源：[[assets/images/260827_1025__海目星__2858484488281151.jpg|2858484488281151]] ![[assets/images/260827_1025__海目星__2858484488281151.jpg|1200]] ## 073. 1525151155451842 - 所属主题：[[topics/334|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858882858458) - 本地资源：[[assets/images/260827_1024__小光__1525151155451842.jpg|1525151155451842]] ![[assets/images/260827_1024__小光__1525151155451842.jpg|1200]] ## 074. 2858484488284451 - 所属主题：[[topics/337|#黑毛 #联发科]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151114118414) - 本地资源：[[assets/images/260827_1024__黑毛 _联发科__2858484488284451.jpg|2858484488284451]] ![[assets/images/260827_1024__黑毛 _联发科__2858484488284451.jpg|1200]] ## 075. 5121414411514544 - 所属主题：[[topics/338|#谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828884881851) - 本地资源：[[assets/images/260827_1024__谷歌__5121414411514544.jpg|5121414411514544]] ![[assets/images/260827_1024__谷歌__5121414411514544.jpg|1200]] ## 076. 4848282288582888 - 所属主题：[[topics/340|#ABF #载板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828884882451) - 本地资源：[[assets/images/260827_1023__ABF _载板__4848282288582888.jpg|4848282288582888]] ![[assets/images/260827_1023__ABF _载板__4848282288582888.jpg|1200]] ## 077. 5121414411155844 - 所属主题：[[topics/357|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828882185482) - 本地资源：[[assets/images/260827_1014__英伟达__5121414411155844.jpg|5121414411155844]] ![[assets/images/260827_1014__英伟达__5121414411155844.jpg|1200]] ## 078. 1525151155544822 - 所属主题：[[topics/361|#财通 #固收]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858885141428) - 本地资源：[[assets/images/260827_1014__财通 _固收__1525151155544822.jpg|1525151155544822]] ![[assets/images/260827_1014__财通 _固收__1525151155544822.jpg|1200]] ## 079. 5121414411222524 - 所属主题：[[topics/409|#农业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545528848282) - 本地资源：[[assets/images/260827_0944__农业__5121414411222524.jpg|5121414411222524]] ![[assets/images/260827_0944__农业__5121414411222524.jpg|1200]] ## 080. 8858484485111852 - 所属主题：[[topics/413|#盘中宝 #CPO]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545528842442) - 本地资源：[[assets/images/260827_0943__盘中宝 _CPO__8858484485111852.jpg|8858484485111852]] ![[assets/images/260827_0943__盘中宝 _CPO__8858484485111852.jpg|1200]] ## 081. 5121414412888244 - 所属主题：[[topics/414|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828851181112) - 本地资源：[[assets/images/260827_0943__ETF__5121414412888244.jpg|5121414412888244]] ![[assets/images/260827_0943__ETF__5121414412888244.jpg|1200]] ## 082. 4848282284115418 - 所属主题：[[topics/428|#光纤]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828851425122) - 本地资源：[[assets/images/260827_0940__光纤__4848282284115418.jpg|4848282284115418]] ![[assets/images/260827_0940__光纤__4848282284115418.jpg|1200]] ## 083. 4848282284115458 - 所属主题：[[topics/429|#PTFE]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151128452584) - 本地资源：[[assets/images/260827_0940__PTFE__4848282284115458.jpg|4848282284115458]] ![[assets/images/260827_0940__PTFE__4848282284115458.jpg|1200]] ## 084. 5121414412881884 - 所属主题：[[topics/431|#反指]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858841254428) - 本地资源：[[assets/images/260827_0940__反指__5121414412881884.jpg|5121414412881884]] ![[assets/images/260827_0940__反指__5121414412881884.jpg|1200]] ## 085. 5121414412821584 - 所属主题：[[topics/448|#氩气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858842152188) - 本地资源：[[assets/images/260827_0927__氩气__5121414412821584.jpg|5121414412821584]] ![[assets/images/260827_0927__氩气__5121414412821584.jpg|1200]] ## 086. 1525151152182852 - 所属主题：[[topics/472|#韩国 #利率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151124542154) - 本地资源：[[assets/images/260827_0920__韩国 _利率__1525151152182852.jpg|1525151152182852]] ![[assets/images/260827_0920__韩国 _利率__1525151152182852.jpg|1200]] ## 087. 8858484485415152 - 所属主题：[[topics/474|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828854221112) - 本地资源：[[assets/images/260827_0920__英伟达__8858484485415152.jpg|8858484485415152]] ![[assets/images/260827_0920__英伟达__8858484485415152.jpg|1200]] ## 088. 1525151152182112 - 所属主题：[[topics/475|#基板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828854258222) - 本地资源：[[assets/images/260827_0920__基板__1525151152182112.jpg|1525151152182112]] ![[assets/images/260827_0920__基板__1525151152182112.jpg|1200]] ## 089. 5121414412482584 - 所属主题：[[topics/477|#苹果 #TSL机器人]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828854255441) - 本地资源：[[assets/images/260827_0920__苹果 _TSL机器人__5121414412482584.jpg|5121414412482584]] ![[assets/images/260827_0920__苹果 _TSL机器人__5121414412482584.jpg|1200]] ## 090. 1525151152182452 - 所属主题：[[topics/479|【板块】有朋友找不到那个表格，我再发一遍，你们截屏保留吧，贴内其实还加了保偏光纤，长飞光纤；再加两个：杭电股份+通鼎互联。 供参考！]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858842812118) - 本地资源：[[assets/images/260827_0919_【板块】有朋友找不到那个表格，我再发一遍，你们截屏保留吧，贴内其实还加了保偏光纤，长飞光纤；再加两个__1525151152182452.jpg|1525151152182452]] ![[assets/images/260827_0919_【板块】有朋友找不到那个表格，我再发一遍，你们截屏保留吧，贴内其实还加了保偏光纤，长飞光纤；再加两个__1525151152182452.jpg|1200]] ## 091. 4848282284222148 - 所属主题：[[topics/485|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545521518152) - 本地资源：[[assets/images/260827_0918__小洪__4848282284222148.jpg|4848282284222148]] ![[assets/images/260827_0918__小洪__4848282284222148.jpg|1200]] ## 092. 5121414412444824 - 所属主题：[[topics/485|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545521518152) - 本地资源：[[assets/images/260827_0918__小洪__5121414412444824.jpg|5121414412444824]] ![[assets/images/260827_0918__小洪__5121414412444824.jpg|1200]] ## 093. 1525151152118142 - 所属主题：[[topics/485|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545521518152) - 本地资源：[[assets/images/260827_0918__小洪__1525151152118142.jpg|1525151152118142]] ![[assets/images/260827_0918__小洪__1525151152118142.jpg|1200]] ## 094. 2858484485441411 - 所属主题：[[topics/485|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545521518152) - 本地资源：[[assets/images/260827_0918__小洪__2858484485441411.jpg|2858484485441411]] ![[assets/images/260827_0918__小洪__2858484485441411.jpg|1200]] ## 095. 2858484485441151 - 所属主题：[[topics/485|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545521518152) - 本地资源：[[assets/images/260827_0918__小洪__2858484485441151.jpg|2858484485441151]] ![[assets/images/260827_0918__小洪__2858484485441151.jpg|1200]] ## 096. 4848282284221188 - 所属主题：[[topics/485|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545521518152) - 本地资源：[[assets/images/260827_0918__小洪__4848282284221188.jpg|4848282284221188]] ![[assets/images/260827_0918__小洪__4848282284221188.jpg|1200]] ## 097. 8858484485441142 - 所属主题：[[topics/485|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545521518152) - 本地资源：[[assets/images/260827_0918__小洪__8858484485441142.jpg|8858484485441142]] ![[assets/images/260827_0918__小洪__8858484485441142.jpg|1200]] ## 098. 2858484485481151 - 所属主题：[[topics/499|#电报解读 #基因检测]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151121285424) - 本地资源：[[assets/images/260827_0908__电报解读 _基因检测__2858484485481151.jpg|2858484485481151]] ![[assets/images/260827_0908__电报解读 _基因检测__2858484485481151.jpg|1200]] ## 099. 5121414412418414 - 所属主题：[[topics/500|#电报解读 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828858515421) - 本地资源：[[assets/images/260827_0908__电报解读 _市场__5121414412418414.jpg|5121414412418414]] ![[assets/images/260827_0908__电报解读 _市场__5121414412418414.jpg|1200]] ## 100. 4848282284281248 - 所属主题：[[topics/501|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545525282452) - 本地资源：[[assets/images/260827_0908__研选__4848282284281248.jpg|4848282284281248]] ![[assets/images/260827_0908__研选__4848282284281248.jpg|1200]] ## 101. 2858484485481251 - 所属主题：[[topics/502|#电报解读 #Minimax]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858848488248) - 本地资源：[[assets/images/260827_0908__电报解读 _Minimax__2858484485481251.jpg|2858484485481251]] ![[assets/images/260827_0908__电报解读 _Minimax__2858484485481251.jpg|1200]] ## 102. 4848282284518428 - 所属主题：[[topics/503|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545525228482) - 本地资源：[[assets/images/260827_0907__红宝书__4848282284518428.jpg|4848282284518428]] ![[assets/images/260827_0907__红宝书__4848282284518428.jpg|1200]] ## 103. 2858484485215181 - 所属主题：[[topics/504|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828858554451) - 本地资源：[[assets/images/260827_0907__小光__2858484485215181.jpg|2858484485215181]] ![[assets/images/260827_0907__小光__2858484485215181.jpg|1200]] ## 104. 1525151152482152 - 所属主题：[[topics/506|【资讯】这张图不错： 7月以来,尽管衡量Token价格的Silicon Data LLM Token expenditure index持续下降,但用于模型推理]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858848448818) - 本地资源：[[assets/images/260827_0906_【资讯】这张图不错： 7月以来,尽管衡量Token价格的Silicon Data LLM Token__1525151152482152.jpg|1525151152482152]] ![[assets/images/260827_0906_【资讯】这张图不错： 7月以来,尽管衡量Token价格的Silicon Data LLM Token__1525151152482152.jpg|1200]] ## 105. 5121414412544214 - 所属主题：[[topics/508|#铠侠]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858844218488) - 本地资源：[[assets/images/260827_0903__铠侠__5121414412544214.jpg|5121414412544214]] ![[assets/images/260827_0903__铠侠__5121414412544214.jpg|1200]] ## 106. 1525151152415812 - 所属主题：[[topics/509|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828855441842) - 本地资源：[[assets/images/260827_0903__英伟达__1525151152415812.jpg|1525151152415812]] ![[assets/images/260827_0903__英伟达__1525151152415812.jpg|1200]] ## 107. 2858484485242541 - 所属主题：[[topics/509|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828855441842) - 本地资源：[[assets/images/260827_0903__英伟达__2858484485242541.jpg|2858484485242541]] ![[assets/images/260827_0903__英伟达__2858484485242541.jpg|1200]] ## 108. 8858484485244522 - 所属主题：[[topics/509|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828855441842) - 本地资源：[[assets/images/260827_0903__英伟达__8858484485244522.jpg|8858484485244522]] ![[assets/images/260827_0903__英伟达__8858484485244522.jpg|1200]] ## 109. 1525151152444542 - 所属主题：[[topics/518|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151122554484) - 本地资源：[[assets/images/260827_0859__监管__1525151152444542.jpg|1525151152444542]] ![[assets/images/260827_0859__监管__1525151152444542.jpg|1200]] ## 110. 1525151152444882 - 所属主题：[[topics/518|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151122554484) - 本地资源：[[assets/images/260827_0859__监管__1525151152444882.jpg|1525151152444882]] ![[assets/images/260827_0859__监管__1525151152444882.jpg|1200]] ## 111. 2858484485222581 - 所属主题：[[topics/520|#亚马逊]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151122555814) - 本地资源：[[assets/images/260827_0858__亚马逊__2858484485222581.jpg|2858484485222581]] ![[assets/images/260827_0858__亚马逊__2858484485222581.jpg|1200]] ## 112. 4848282284558158 - 所属主题：[[topics/521|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545522445442) - 本地资源：[[assets/images/260827_0858__英伟达__4848282284558158.jpg|4848282284558158]] ![[assets/images/260827_0858__英伟达__4848282284558158.jpg|1200]] ## 113. 4848282241111858 - 所属主题：[[topics/620|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828512558142) - 本地资源：[[assets/images/260827_0812__全知道__4848282241111858.jpg|4848282241111858]] ![[assets/images/260827_0812__全知道__4848282241111858.jpg|1200]] ## 114. 1525151128888522 - 所属主题：[[topics/621|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151285221814) - 本地资源：[[assets/images/260827_0812__龙虎榜__1525151128888522.jpg|1525151128888522]] ![[assets/images/260827_0812__龙虎榜__1525151128888522.jpg|1200]] ## 115. 4848282241115548 - 所属主题：[[topics/638|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858418114188) - 本地资源：[[assets/images/260827_0810__英伟达__4848282241115548.jpg|4848282241115548]] ![[assets/images/260827_0810__英伟达__4848282241115548.jpg|1200]] ## 116. 1525151128884452 - 所属主题：[[topics/638|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858418114188) - 本地资源：[[assets/images/260827_0810__英伟达__1525151128884452.jpg|1525151128884452]] ![[assets/images/260827_0810__英伟达__1525151128884452.jpg|1200]] ## 117. 8858484451112882 - 所属主题：[[topics/642|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858418185458) - 本地资源：[[assets/images/260827_0810__市场__8858484451112882.jpg|8858484451112882]] ![[assets/images/260827_0810__市场__8858484451112882.jpg|1200]] ## 118. 2858484451112541 - 所属主题：[[topics/644|#电力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258828518188421) - 本地资源：[[assets/images/260827_0809__电力__2858484451112541.jpg|2858484451112541]] ![[assets/images/260827_0809__电力__2858484451112541.jpg|1200]] ## 119. 8858484451112542 - 所属主题：[[topics/647|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425545285855452) - 本地资源：[[assets/images/260827_0809__Anthropic__8858484451112542.jpg|8858484451112542]] ![[assets/images/260827_0809__Anthropic__8858484451112542.jpg|1200]] ## 120. 4848282241115488 - 所属主题：[[topics/649|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858418184858) - 本地资源：[[assets/images/260827_0809__英伟达__4848282241115488.jpg|4848282241115488]] ![[assets/images/260827_0809__英伟达__4848282241115488.jpg|1200]] ## 121. 5121414428885224 - 所属主题：[[topics/651|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828518185552) - 本地资源：[[assets/images/260827_0809__彭博新闻 _市场__5121414428885224.jpg|5121414428885224]] ![[assets/images/260827_0809__彭博新闻 _市场__5121414428885224.jpg|1200]] ## 122. 4848282241118218 - 所属主题：[[topics/655|#阿里巴巴 #千问]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548858418145188) - 本地资源：[[assets/images/260827_0808__阿里巴巴 _千问__4848282241118218.jpg|4848282241118218]] ![[assets/images/260827_0808__阿里巴巴 _千问__4848282241118218.jpg|1200]] ## 123. 8858484451118452 - 所属主题：[[topics/659|GLM-5.3-Flash：前...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828518155122) - 本地资源：[[assets/images/260827_0808_GLM-5.3-Flash：前__8858484451118452.jpg|8858484451118452]] ![[assets/images/260827_0808_GLM-5.3-Flash：前__8858484451118452.jpg|1200]] ## 124. 4848282241118558 - 所属主题：[[topics/662|#氩气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258828518155512) - 本地资源：[[assets/images/260827_0807__氩气__4848282241118558.jpg|4848282241118558]] ![[assets/images/260827_0807__氩气__4848282241118558.jpg|1200]] ## 125. 2858484451141111 - 所属主题：[[topics/667|#AI #大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151281484144) - 本地资源：[[assets/images/260827_0806__AI _大模型__2858484451141111.jpg|2858484451141111]] ![[assets/images/260827_0806__AI _大模型__2858484451141111.jpg|1200]] ## 126. 2858484451115511 - 所属主题：[[topics/667|#AI #大模型]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521151281484144) - 本地资源：[[assets/images/260827_0806__AI _大模型__2858484451115511.jpg|2858484451115511]] ![[assets/images/260827_0806__AI _大模型__2858484451115511.jpg|1200]]