--- date: 2026-09-02 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-09-02 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. 4848281225525488 - 所属主题：[[topics/008|美联储3号人物、永久票委、纽约联储行长威廉姆斯释放鸽派信号，认为关税影响消退后，通胀趋势正缓慢下降[坏笑]]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842518554881) - 本地资源：[[assets/images/260902_2218_美联储3号人物、永久票委、纽约联储行长威廉姆斯释放鸽派信号，认为关税影响消退后，通胀趋势正缓慢下降___4848281225525488.jpg|4848281225525488]] ![[assets/images/260902_2218_美联储3号人物、永久票委、纽约联储行长威廉姆斯释放鸽派信号，认为关税影响消退后，通胀趋势正缓慢下降___4848281225525488.jpg|1200]] ## 002. 1525158114415812 - 所属主题：[[topics/009|#机构调研 #新雷能]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842518552112) - 本地资源：[[assets/images/260902_2217__机构调研 _新雷能__1525158114415812.jpg|1525158114415812]] ![[assets/images/260902_2217__机构调研 _新雷能__1525158114415812.jpg|1200]] ## 003. 5121418445542254 - 所属主题：[[topics/010|#电报解读 #TOKEN工厂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145281222844) - 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所属主题：[[topics/058|#军工]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842542828821) - 本地资源：[[assets/images/260902_2022__军工__4848281251215148.jpg|4848281251215148]] ![[assets/images/260902_2022__军工__4848281251215148.jpg|1200]] ## 019. 1525158148184112 - 所属主题：[[topics/059|#芒果超媒]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548825425858848) - 本地资源：[[assets/images/260902_2022__芒果超媒__1525158148184112.jpg|1525158148184112]] ![[assets/images/260902_2022__芒果超媒__1525158148184112.jpg|1200]] ## 020. 1525158148184442 - 所属主题：[[topics/060|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145245118844) - 本地资源：[[assets/images/260902_2022__美联储__1525158148184442.jpg|1525158148184442]] ![[assets/images/260902_2022__美联储__1525158148184442.jpg|1200]] ## 021. 5121418458485154 - 所属主题：[[topics/061|#美国 #国债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145245118824) - 本地资源：[[assets/images/260902_2022__美国 _国债__5121418458485154.jpg|5121418458485154]] ![[assets/images/260902_2022__美国 _国债__5121418458485154.jpg|1200]] ## 022. 2858481421412841 - 所属主题：[[topics/061|#美国 #国债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145245118824) - 本地资源：[[assets/images/260902_2022__美国 _国债__2858481421412841.jpg|2858481421412841]] ![[assets/images/260902_2022__美国 _国债__2858481421412841.jpg|1200]] ## 023. 2858481421415221 - 所属主题：[[topics/062|#煤炭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842542885151) - 本地资源：[[assets/images/260902_2020__煤炭__2858481421415221.jpg|2858481421415221]] ![[assets/images/260902_2020__煤炭__2858481421415221.jpg|1200]] ## 024. 5121418458482524 - 所属主题：[[topics/063|#光通信]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542885282) - 本地资源：[[assets/images/260902_2019__光通信__5121418458482524.jpg|5121418458482524]] ![[assets/images/260902_2019__光通信__5121418458482524.jpg|1200]] ## 025. 1525158148182542 - 所属主题：[[topics/064|1）军工：中证军工指数覆盖的80家公司上半年营收增长18.89%，净利润同比增长32.92%，验证行业景气向上。 2）算力硬件：央视财经称，山东、广东等地液冷产]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542885822) - 本地资源：[[assets/images/260902_2019_1）军工：中证军工指数覆盖的80家公司上半年营收增长18.89%，净利润同比增长32.92%，验证行__1525158148182542.jpg|1525158148182542]] ![[assets/images/260902_2019_1）军工：中证军工指数覆盖的80家公司上半年营收增长18.89%，净利润同比增长32.92%，验证行__1525158148182542.jpg|1200]] ## 026. 4848281251221858 - 所属主题：[[topics/065|Token支出指数创下历史新低 自峰值已腰斩】财联社9月2日电，数据显示，由情报公司Silicon Data编制的LLM Token支出指数——该指数衡量全市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542885582) - 本地资源：[[assets/images/260902_2019_Token支出指数创下历史新低 自峰值已腰斩】财联社9月2日电，数据显示，由情报公司Silicon__4848281251221858.jpg|4848281251221858]] ![[assets/images/260902_2019_Token支出指数创下历史新低 自峰值已腰斩】财联社9月2日电，数据显示，由情报公司Silicon__4848281251221858.jpg|1200]] ## 027. 1525158148118552 - 所属主题：[[topics/066|#央行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542548442) - 本地资源：[[assets/images/260902_2018__央行__1525158148118552.jpg|1525158148118552]] ![[assets/images/260902_2018__央行__1525158148118552.jpg|1200]] ## 028. 1525158148118282 - 所属主题：[[topics/067|#IPO]] - 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所属主题：[[topics/070|BofA 将 DELL 的目标价从 $505 上调至 $600 “戴尔现有存量120万台14G及更早世代服务器，存在更新替换需求；同时AI与智能Agent类工作]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542521242) - 本地资源：[[assets/images/260902_2017_BofA 将 DELL 的目标价从 $505 上调至 $600 “戴尔现有存量120万台14G及更早__8858481421444212.jpg|8858481421444212]] ![[assets/images/260902_2017_BofA 将 DELL 的目标价从 $505 上调至 $600 “戴尔现有存量120万台14G及更早__8858481421444212.jpg|1200]] ## 033. 8858481421445822 - 所属主题：[[topics/071|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542524482) - 本地资源：[[assets/images/260902_2016__市场__8858481421445822.jpg|8858481421445822]] ![[assets/images/260902_2016__市场__8858481421445822.jpg|1200]] ## 034. 1525158148111512 - 所属主题：[[topics/071|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542524482) - 本地资源：[[assets/images/260902_2016__市场__1525158148111512.jpg|1525158148111512]] ![[assets/images/260902_2016__市场__1525158148111512.jpg|1200]] ## 035. 5121418458444144 - 所属主题：[[topics/071|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542524482) - 本地资源：[[assets/images/260902_2016__市场__5121418458444144.jpg|5121418458444144]] ![[assets/images/260902_2016__市场__5121418458444144.jpg|1200]] ## 036. 2858481421444851 - 所属主题：[[topics/072|#日历]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542522452) - 本地资源：[[assets/images/260902_2016__日历__2858481421444851.jpg|2858481421444851]] ![[assets/images/260902_2016__日历__2858481421444851.jpg|1200]] ## 037. 2858481421442851 - 所属主题：[[topics/073|‼️【玄学涨停事件点评：飞龙、长龙、神马、金牛集体异动，A股“神仙仙班”正在完成集结】 今天盘面如果只按行业分类，多少有点解释不通；但如果切换到A股最神秘的一套]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842542522522) - 本地资源：[[assets/images/260902_2016_‼️【玄学涨停事件点评：飞龙、长龙、神马、金牛集体异动，A股“神仙仙班”正在完成集结】 今天盘面如果__2858481421442851.jpg|2858481421442851]] ![[assets/images/260902_2016_‼️【玄学涨停事件点评：飞龙、长龙、神马、金牛集体异动，A股“神仙仙班”正在完成集结】 今天盘面如果__2858481421442851.jpg|1200]] ## 038. 1525158148114242 - 所属主题：[[topics/074|#碳酸锂]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548825425458158) - 本地资源：[[assets/images/260902_2015__碳酸锂__1525158148114242.jpg|1525158148114242]] ![[assets/images/260902_2015__碳酸锂__1525158148114242.jpg|1200]] ## 039. 4848281251228148 - 所属主题：[[topics/075|#高盛 #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145245251424) - 本地资源：[[assets/images/260902_2015__高盛 _韩股__4848281251228148.jpg|4848281251228148]] ![[assets/images/260902_2015__高盛 _韩股__4848281251228148.jpg|1200]] ## 040. 4848281251228858 - 所属主题：[[topics/077|#中欧 #基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145245252284) - 本地资源：[[assets/images/260902_2014__中欧 _基金__4848281251228858.jpg|4848281251228858]] ![[assets/images/260902_2014__中欧 _基金__4848281251228858.jpg|1200]] ## 041. 4848281251251288 - 所属主题：[[topics/088|#科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145245212824) - 本地资源：[[assets/images/260902_2011__科技__4848281251251288.jpg|4848281251251288]] ![[assets/images/260902_2011__科技__4848281251251288.jpg|1200]] ## 042. 5121418458458254 - 所属主题：[[topics/092|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842542551581) - 本地资源：[[assets/images/260902_2011__台积电__5121418458458254.jpg|5121418458458254]] ![[assets/images/260902_2011__台积电__5121418458458254.jpg|1200]] ## 043. 5121418458455514 - 所属主题：[[topics/101|#AIDC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425514215888142) - 本地资源：[[assets/images/260902_2008__AIDC__5121418458455514.jpg|5121418458455514]] ![[assets/images/260902_2008__AIDC__5121418458455514.jpg|1200]] ## 044. 4848281251255848 - 所属主题：[[topics/104|BNP：每 100 美元的 AI 基礎設施支出可能流向供應鏈的哪些環節（建議收藏） 最大宗的配置流向半導體，每支出 100 美元中，約有 50 美元會分配給半導]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842548111841) - 本地资源：[[assets/images/260902_2008_BNP：每 100 美元的 AI 基礎設施支出可能流向供應鏈的哪些環節（建議收藏） 最大宗的配置流向__4848281251255848.jpg|4848281251255848]] ![[assets/images/260902_2008_BNP：每 100 美元的 AI 基礎設施支出可能流向供應鏈的哪些環節（建議收藏） 最大宗的配置流向__4848281251255848.jpg|1200]] ## 045. 1525158142885512 - 所属主题：[[topics/126|#内蒙古 #算力]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842581144421) - 本地资源：[[assets/images/260902_1455__内蒙古 _算力__1525158142885512.jpg|1525158142885512]] ![[assets/images/260902_1455__内蒙古 _算力__1525158142885512.jpg|1200]] ## 046. 2858481425155811 - 所属主题：[[topics/135|台积电决定继续采用微凸点技术来替代混合键合技术，用于 HBM 封装的制造。相关供应商正在研发 5 微米级的解决方案]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425514258141582) - 本地资源：[[assets/images/260902_1441_台积电决定继续采用微凸点技术来替代混合键合技术，用于 HBM 封装的制造。相关供应商正在研发 5 微__2858481425155811.jpg|2858481425155811]] ![[assets/images/260902_1441_台积电决定继续采用微凸点技术来替代混合键合技术，用于 HBM 封装的制造。相关供应商正在研发 5 微__2858481425155811.jpg|1200]] ## 047. 4848281254144848 - 所属主题：[[topics/136|#红磷 #磷化铟]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548825481255118) - 本地资源：[[assets/images/260902_1441__红磷 _磷化铟__4848281254144848.jpg|4848281254144848]] ![[assets/images/260902_1441__红磷 _磷化铟__4848281254144848.jpg|1200]] ## 048. 5121418452488484 - 所属主题：[[topics/138|刚刚，智谱上天猫卖Token了...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842581428881) - 本地资源：[[assets/images/260902_1440_刚刚，智谱上天猫卖Token了__5121418452488484.jpg|5121418452488484]] ![[assets/images/260902_1440_刚刚，智谱上天猫卖Token了__5121418452488484.jpg|1200]] ## 049. 2858481425412181 - 所属主题：[[topics/145|#红磷]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842581482251) - 本地资源：[[assets/images/260902_1437__红磷__2858481425412181.jpg|2858481425412181]] ![[assets/images/260902_1437__红磷__2858481425412181.jpg|1200]] ## 050. 8858481425285542 - 所属主题：[[topics/150|#风口研报 #安克创新]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145214451244) - 本地资源：[[assets/images/260902_1347__风口研报 _安克创新__8858481425285542.jpg|8858481425285542]] ![[assets/images/260902_1347__风口研报 _安克创新__8858481425285542.jpg|1200]] ## 051. 2858481425822511 - 所属主题：[[topics/155|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145214515144) - 本地资源：[[assets/images/260902_1337__小光__2858481425822511.jpg|2858481425822511]] ![[assets/images/260902_1337__小光__2858481425822511.jpg|1200]] ## 052. 5121418452151854 - 所属主题：[[topics/161|#润禾材料 #集泰股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425514251455252) - 本地资源：[[assets/images/260902_1336__润禾材料 _集泰股份__5121418452151854.jpg|5121418452151854]] ![[assets/images/260902_1336__润禾材料 _集泰股份__5121418452151854.jpg|1200]] ## 053. 4848281254858528 - 所属主题：[[topics/165|#Dataminr]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842584251881) - 本地资源：[[assets/images/260902_1335__Dataminr__4848281254858528.jpg|4848281254858528]] ![[assets/images/260902_1335__Dataminr__4848281254858528.jpg|1200]] ## 054. 2858481425511541 - 所属主题：[[topics/169|#硅油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145211152144) - 本地资源：[[assets/images/260902_1312__硅油__2858481425511541.jpg|2858481425511541]] ![[assets/images/260902_1312__硅油__2858481425511541.jpg|1200]] ## 055. 1525158142284122 - 所属主题：[[topics/172|#机构调研 #领益智造]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842588882121) - 本地资源：[[assets/images/260902_1311__机构调研 _领益智造__1525158142284122.jpg|1525158142284122]] ![[assets/images/260902_1311__机构调研 _领益智造__1525158142284122.jpg|1200]] ## 056. 8858481425512522 - 所属主题：[[topics/173|#掘金行业龙头 #长缆科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842588854151) - 本地资源：[[assets/images/260902_1309__掘金行业龙头 _长缆科技__8858481425512522.jpg|8858481425512522]] ![[assets/images/260902_1309__掘金行业龙头 _长缆科技__8858481425512522.jpg|1200]] ## 057. 5121418452214554 - 所属主题：[[topics/178|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548825488455588) - 本地资源：[[assets/images/260902_1307__台积电__5121418452214554.jpg|5121418452214554]] ![[assets/images/260902_1307__台积电__5121418452214554.jpg|1200]] ## 058. 8858481425584812 - 所属主题：[[topics/179|NV新方向！CPC共封装铜缆方案，有望带动铜互联价值量超预期重估！ 事件： 据报道，英伟达为应对未来功耗与成本挑战，正积极研究并引导供应链转向共封装铜缆（Co-]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145211251184) - 本地资源：[[assets/images/260902_1307_NV新方向！CPC共封装铜缆方案，有望带动铜互联价值量超预期重估！ 事件： 据报道，英伟达为应对未来__8858481425584812.jpg|8858481425584812]] ![[assets/images/260902_1307_NV新方向！CPC共封装铜缆方案，有望带动铜互联价值量超预期重估！ 事件： 据报道，英伟达为应对未来__8858481425584812.jpg|1200]] ## 059. 1525158142251582 - 所属主题：[[topics/181|#创业板 #科创板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842588525211) - 本地资源：[[assets/images/260902_1306__创业板 _科创板__1525158142251582.jpg|1525158142251582]] ![[assets/images/260902_1306__创业板 _科创板__1525158142251582.jpg|1200]] ## 060. 2858481425584881 - 所属主题：[[topics/184|#西藏旅游]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425514255258522) - 本地资源：[[assets/images/260902_1306__西藏旅游__2858481425584881.jpg|2858481425584881]] ![[assets/images/260902_1306__西藏旅游__2858481425584881.jpg|1200]] ## 061. 1525158142254812 - 所属主题：[[topics/191|#半夏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425514255255812) - 本地资源：[[assets/images/260902_1305__半夏__1525158142254812.jpg|1525158142254812]] ![[assets/images/260902_1305__半夏__1525158142254812.jpg|1200]] ## 062. 4848281254482428 - 所属主题：[[topics/191|#半夏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425514255255812) - 本地资源：[[assets/images/260902_1305__半夏__4848281254482428.jpg|4848281254482428]] ![[assets/images/260902_1305__半夏__4848281254482428.jpg|1200]] ## 063. 2858481425582181 - 所属主题：[[topics/194|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145211211524) - 本地资源：[[assets/images/260902_1305__市场__2858481425582181.jpg|2858481425582181]] ![[assets/images/260902_1305__市场__2858481425582181.jpg|1200]] ## 064. 5121418452215444 - 所属主题：[[topics/196|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145211211244) - 本地资源：[[assets/images/260902_1305__市场__5121418452215444.jpg|5121418452215444]] ![[assets/images/260902_1305__市场__5121418452215444.jpg|1200]] ## 065. 2858481425582221 - 所属主题：[[topics/200|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842588551451) - 本地资源：[[assets/images/260902_1304__英伟达__2858481425582221.jpg|2858481425582221]] ![[assets/images/260902_1304__英伟达__2858481425582221.jpg|1200]] ## 066. 2858481425582281 - 所属主题：[[topics/203|#Minimax]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842588551851) - 本地资源：[[assets/images/260902_1304__Minimax__2858481425582281.jpg|2858481425582281]] ![[assets/images/260902_1304__Minimax__2858481425582281.jpg|1200]] ## 067. 4848281281414548 - 所属主题：[[topics/224|#宇树科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842552541441) - 本地资源：[[assets/images/260902_1110__宇树科技__4848281281414548.jpg|4848281281414548]] ![[assets/images/260902_1110__宇树科技__4848281281414548.jpg|1200]] ## 068. 2858481481515881 - 所属主题：[[topics/225|#铜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548825445421558) - 本地资源：[[assets/images/260902_1110__铜__2858481481515881.jpg|2858481481515881]] ![[assets/images/260902_1110__铜__2858481481515881.jpg|1200]] ## 069. 5121418415285884 - 所属主题：[[topics/235|#数字货币]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842558845811) - 本地资源：[[assets/images/260902_1033__数字货币__5121418415285884.jpg|5121418415285884]] ![[assets/images/260902_1033__数字货币__5121418415285884.jpg|1200]] ## 070. 2858481482512141 - 所属主题：[[topics/236|#北交所]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425514225512542) - 本地资源：[[assets/images/260902_1033__北交所__2858481482512141.jpg|2858481482512141]] ![[assets/images/260902_1033__北交所__2858481482512141.jpg|1200]] ## 071. 2858481482515451 - 所属主题：[[topics/237|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842558825112) - 本地资源：[[assets/images/260902_1030__小光__2858481482515451.jpg|2858481482515451]] ![[assets/images/260902_1030__小光__2858481482515451.jpg|1200]] ## 072. 4848281285441558 - 所属主题：[[topics/240|#北交所]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145222821854) - 本地资源：[[assets/images/260902_1010__北交所__4848281285441558.jpg|4848281285441558]] ![[assets/images/260902_1010__北交所__4848281285441558.jpg|1200]] ## 073. 8858481482551882 - 所属主题：[[topics/242|#财通 #债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145222821224) - 本地资源：[[assets/images/260902_1010__财通 _债__8858481482551882.jpg|8858481482551882]] ![[assets/images/260902_1010__财通 _债__8858481482551882.jpg|1200]] ## 074. 2858481482554111 - 所属主题：[[topics/243|#财通 #固收]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258842555411412) - 本地资源：[[assets/images/260902_1010__财通 _固收__2858481482554111.jpg|2858481482554111]] ![[assets/images/260902_1010__财通 _固收__2858481482554111.jpg|1200]] ## 075. 5121418415224854 - 所属主题：[[topics/244|#财通 #利率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548825444211558) - 本地资源：[[assets/images/260902_1010__财通 _利率__5121418415224854.jpg|5121418415224854]] ![[assets/images/260902_1010__财通 _利率__5121418415224854.jpg|1200]] ## 076. 2858481488145281 - 所属主题：[[topics/247|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145222488244) - 本地资源：[[assets/images/260902_1009__Anthropic__2858481488145281.jpg|2858481488145281]] ![[assets/images/260902_1009__Anthropic__2858481488145281.jpg|1200]] ## 077. 2858481482554451 - 所属主题：[[topics/247|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145222488244) - 本地资源：[[assets/images/260902_1009__Anthropic__2858481482554451.jpg|2858481482554451]] ![[assets/images/260902_1009__Anthropic__2858481482554451.jpg|1200]] ## 078. 8858481488125422 - 所属主题：[[topics/252|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842555218511) - 本地资源：[[assets/images/260902_1002__伊朗__8858481488125422.jpg|8858481488125422]] ![[assets/images/260902_1002__伊朗__8858481488125422.jpg|1200]] ## 079. 8858481488188182 - 所属主题：[[topics/257|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258842555225181) - 本地资源：[[assets/images/260902_0957__监管__8858481488188182.jpg|8858481488188182]] ![[assets/images/260902_0957__监管__8858481488188182.jpg|1200]] ## 080. 5121418411811824 - 所属主题：[[topics/259|#种业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521145222552444) - 本地资源：[[assets/images/260902_0957__种业__5121418411811824.jpg|5121418411811824]] ![[assets/images/260902_0957__种业__5121418411811824.jpg|1200]] ## 081. 4848281288241188 - 所属主题：[[topics/272|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515888825152) - 本地资源：[[assets/images/260902_0935__研选__4848281288241188.jpg|4848281288241188]] ![[assets/images/260902_0935__研选__4848281288241188.jpg|1200]] ## 082. 1525158155121452 - 所属主题：[[topics/274|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848111411581) - 本地资源：[[assets/images/260902_0933__原油__1525158155121452.jpg|1525158155121452]] ![[assets/images/260902_0933__原油__1525158155121452.jpg|1200]] ## 083. 2858481488454841 - 所属主题：[[topics/275|#化工]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848111414151) - 本地资源：[[assets/images/260902_0933__化工__2858481488454841.jpg|2858481488454841]] ![[assets/images/260902_0933__化工__2858481488454841.jpg|1200]] ## 084. 5121418411424284 - 所属主题：[[topics/276|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848111412121) - 本地资源：[[assets/images/260902_0933__伊朗__5121418411424284.jpg|5121418411424284]] ![[assets/images/260902_0933__伊朗__5121418411424284.jpg|1200]] ## 085. 8858481488454822 - 所属主题：[[topics/276|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848111412121) - 本地资源：[[assets/images/260902_0933__伊朗__8858481488454822.jpg|8858481488454822]] ![[assets/images/260902_0933__伊朗__8858481488454822.jpg|1200]] ## 086. 4848281288248858 - 所属主题：[[topics/278|2日讯，台积电先进封装研发处长陈燕铭表示，微通道（Microchannel）散热技术通过在晶片或封装结构内设置微型流体通道，让冷却液更接近热源，有助提高热传效率]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548828111225158) - 本地资源：[[assets/images/260902_0930_2日讯，台积电先进封装研发处长陈燕铭表示，微通道（Microchannel）散热技术通过在晶片或封装__4848281288248858.jpg|4848281288248858]] ![[assets/images/260902_0930_2日讯，台积电先进封装研发处长陈燕铭表示，微通道（Microchannel）散热技术通过在晶片或封装__4848281288248858.jpg|1200]] ## 087. 4848281288244558 - 所属主题：[[topics/279|#谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141888458144) - 本地资源：[[assets/images/260902_0929__谷歌__4848281288244558.jpg|4848281288244558]] ![[assets/images/260902_0929__谷歌__4848281288244558.jpg|1200]] ## 088. 2858481488455121 - 所属主题：[[topics/279|#谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141888458144) - 本地资源：[[assets/images/260902_0929__谷歌__2858481488455121.jpg|2858481488455121]] ![[assets/images/260902_0929__谷歌__2858481488455121.jpg|1200]] ## 089. 2858481488214141 - 所属主题：[[topics/280|🔥【国联民生能源】全球煤炭发运到港量周环比上升，中国到港量周环比上升 截至8月23日当周（前一周数据进行了追溯调整）： 🌟全球的周度煤炭发运到港量为2272万吨]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141888451414) - 本地资源：[[assets/images/260902_0928_🔥【国联民生能源】全球煤炭发运到港量周环比上升，中国到港量周环比上升 截至8月23日当周（前一周数据__2858481488214141.jpg|2858481488214141]] ![[assets/images/260902_0928_🔥【国联民生能源】全球煤炭发运到港量周环比上升，中国到港量周环比上升 截至8月23日当周（前一周数据__2858481488214141.jpg|1200]] ## 090. 2858481488214241 - 所属主题：[[topics/281|#高盛 #情绪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515888142422) - 本地资源：[[assets/images/260902_0928__高盛 _情绪__2858481488214241.jpg|2858481488214241]] ![[assets/images/260902_0928__高盛 _情绪__2858481488214241.jpg|1200]] ## 091. 8858481488214442 - 所属主题：[[topics/281|#高盛 #情绪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515888142422) - 本地资源：[[assets/images/260902_0928__高盛 _情绪__8858481488214442.jpg|8858481488214442]] ![[assets/images/260902_0928__高盛 _情绪__8858481488214442.jpg|1200]] ## 092. 1525158155484452 - 所属主题：[[topics/283|#英伟达 #Rubin]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848112114412) - 本地资源：[[assets/images/260902_0927__英伟达 _Rubin__1525158155484452.jpg|1525158155484452]] ![[assets/images/260902_0927__英伟达 _Rubin__1525158155484452.jpg|1200]] ## 093. 1525158155484542 - 所属主题：[[topics/286|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848112112811) - 本地资源：[[assets/images/260902_0927__伊朗__1525158155484542.jpg|1525158155484542]] ![[assets/images/260902_0927__伊朗__1525158155484542.jpg|1200]] ## 094. 4848281288854518 - 所属主题：[[topics/309|#AI手机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515885852882) - 本地资源：[[assets/images/260902_0902__AI手机__4848281288854518.jpg|4848281288854518]] ![[assets/images/260902_0902__AI手机__4848281288854518.jpg|1200]] ## 095. 2858481488825281 - 所属主题：[[topics/310|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848118185882) - 本地资源：[[assets/images/260902_0902__红宝书__2858481488825281.jpg|2858481488825281]] ![[assets/images/260902_0902__红宝书__2858481488825281.jpg|1200]] ## 096. 1525158155551542 - 所属主题：[[topics/312|#电报解读 #戴尔]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141881414554) - 本地资源：[[assets/images/260902_0900__电报解读 _戴尔__1525158155551542.jpg|1525158155551542]] ![[assets/images/260902_0900__电报解读 _戴尔__1525158155551542.jpg|1200]] ## 097. 2858481488884541 - 所属主题：[[topics/313|#电报解读 #AI手机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141881411514) - 本地资源：[[assets/images/260902_0900__电报解读 _AI手机__2858481488884541.jpg|2858481488884541]] ![[assets/images/260902_0900__电报解读 _AI手机__2858481488884541.jpg|1200]] ## 098. 2858481488888821 - 所属主题：[[topics/316|#麦格米特]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848118458222) - 本地资源：[[assets/images/260902_0858__麦格米特__2858481488888821.jpg|2858481488888821]] ![[assets/images/260902_0858__麦格米特__2858481488888821.jpg|1200]] ## 099. 8858481488885112 - 所属主题：[[topics/319|[红包]事件：戴尔二季度财报大幅超预期，盘后大涨超10%，大幅上调全年AI服务器营收指引，AI算力产业链景气上行 戴尔盘后发布2027财年二季度财报，单季营收4]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141881588884) - 本地资源：[[assets/images/260902_0858__红包_事件：戴尔二季度财报大幅超预期，盘后大涨超10%，大幅上调全年AI服务器营收指引，AI算力产__8858481488885112.jpg|8858481488885112]] ![[assets/images/260902_0858__红包_事件：戴尔二季度财报大幅超预期，盘后大涨超10%，大幅上调全年AI服务器营收指引，AI算力产__8858481488885112.jpg|1200]] ## 100. 2858481488521141 - 所属主题：[[topics/334|#TSL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548828118548128) - 本地资源：[[assets/images/260902_0855__TSL__2858481488521141.jpg|2858481488521141]] ![[assets/images/260902_0855__TSL__2858481488521141.jpg|1200]] ## 101. 2858481488521281 - 所属主题：[[topics/337|#黑毛 #海力士]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141881522124) - 本地资源：[[assets/images/260902_0855__黑毛 _海力士__2858481488521281.jpg|2858481488521281]] ![[assets/images/260902_0855__黑毛 _海力士__2858481488521281.jpg|1200]] ## 102. 8858481488521512 - 所属主题：[[topics/339|#中德关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141881184824) - 本地资源：[[assets/images/260902_0855__中德关系__8858481488521512.jpg|8858481488521512]] ![[assets/images/260902_0855__中德关系__8858481488521512.jpg|1200]] ## 103. 2858481488521551 - 所属主题：[[topics/341|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848118814821) - 本地资源：[[assets/images/260902_0855__英伟达__2858481488521551.jpg|2858481488521551]] ![[assets/images/260902_0855__英伟达__2858481488521551.jpg|1200]] ## 104. 4848281288452448 - 所属主题：[[topics/344|#日本 #央行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848118812182) - 本地资源：[[assets/images/260902_0854__日本 _央行__4848281288452448.jpg|4848281288452448]] ![[assets/images/260902_0854__日本 _央行__4848281288452448.jpg|1200]] ## 105. 4848281284511858 - 所属主题：[[topics/370|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848144228221) - 本地资源：[[assets/images/260902_0815__全知道__4848281284511858.jpg|4848281284511858]] ![[assets/images/260902_0815__全知道__4848281284511858.jpg|1200]] ## 106. 1525158152481812 - 所属主题：[[topics/374|#美国 #伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144225142) - 本地资源：[[assets/images/260902_0815__美国 _伊朗__1525158152481812.jpg|1525158152481812]] ![[assets/images/260902_0815__美国 _伊朗__1525158152481812.jpg|1200]] ## 107. 1525158152488222 - 所属主题：[[topics/374|#美国 #伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144225142) - 本地资源：[[assets/images/260902_0815__美国 _伊朗__1525158152488222.jpg|1525158152488222]] ![[assets/images/260902_0815__美国 _伊朗__1525158152488222.jpg|1200]] ## 108. 2858481485211551 - 所属主题：[[topics/374|#美国 #伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144225142) - 本地资源：[[assets/images/260902_0815__美国 _伊朗__2858481485211551.jpg|2858481485211551]] ![[assets/images/260902_0815__美国 _伊朗__2858481485211551.jpg|1200]] ## 109. 4848281284511428 - 所属主题：[[topics/374|#美国 #伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144225142) - 本地资源：[[assets/images/260902_0815__美国 _伊朗__4848281284511428.jpg|4848281284511428]] ![[assets/images/260902_0815__美国 _伊朗__4848281284511428.jpg|1200]] ## 110. 1525158152481182 - 所属主题：[[topics/378|#AMD]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144281822) - 本地资源：[[assets/images/260902_0814__AMD__1525158152481182.jpg|1525158152481182]] ![[assets/images/260902_0814__AMD__1525158152481182.jpg|1200]] ## 111. 5121418412584424 - 所属主题：[[topics/379|#AI手机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141844518244) - 本地资源：[[assets/images/260902_0814__AI手机__5121418412584424.jpg|5121418412584424]] ![[assets/images/260902_0814__AI手机__5121418412584424.jpg|1200]] ## 112. 2858481485214221 - 所属主题：[[topics/380|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144284122) - 本地资源：[[assets/images/260902_0814__监管__2858481485214221.jpg|2858481485214221]] ![[assets/images/260902_0814__监管__2858481485214221.jpg|1200]] ## 113. 1525158152481582 - 所属主题：[[topics/381|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515811451142) - 本地资源：[[assets/images/260902_0814__彭博新闻 _市场__1525158152481582.jpg|1525158152481582]] ![[assets/images/260902_0814__彭博新闻 _市场__1525158152481582.jpg|1200]] ## 114. 5121418412585554 - 所属主题：[[topics/382|#中俄关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144284222) - 本地资源：[[assets/images/260902_0813__中俄关系__5121418412585554.jpg|5121418412585554]] ![[assets/images/260902_0813__中俄关系__5121418412585554.jpg|1200]] ## 115. 2858481485212281 - 所属主题：[[topics/383|#债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144284822) - 本地资源：[[assets/images/260902_0813__债__2858481485212281.jpg|2858481485212281]] ![[assets/images/260902_0813__债__2858481485212281.jpg|1200]] ## 116. 5121418412585184 - 所属主题：[[topics/385|#消费]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515811454582) - 本地资源：[[assets/images/260902_0813__消费__5121418412585184.jpg|5121418412585184]] ![[assets/images/260902_0813__消费__5121418412585184.jpg|1200]] ## 117. 1525158152484552 - 所属主题：[[topics/388|#手机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515811454222) - 本地资源：[[assets/images/260902_0813__手机__1525158152484552.jpg|1525158152484552]] ![[assets/images/260902_0813__手机__1525158152484552.jpg|1200]] ## 118. 2858481485212541 - 所属主题：[[topics/390|财联社9月1日电，苹果新任CEO约翰·特努斯入驻微博，并发布其首条博文。(来自财联社APP)]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848144288441) - 本地资源：[[assets/images/260902_0812_财联社9月1日电，苹果新任CEO约翰·特努斯入驻微博，并发布其首条博文。(来自财联社APP)__2858481485212541.jpg|2858481485212541]] ![[assets/images/260902_0812_财联社9月1日电，苹果新任CEO约翰·特努斯入驻微博，并发布其首条博文。(来自财联社APP)__2858481485212541.jpg|1200]] ## 119. 1525158152484212 - 所属主题：[[topics/393|#AI手机]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848144288811) - 本地资源：[[assets/images/260902_0812__AI手机__1525158152484212.jpg|1525158152484212]] ![[assets/images/260902_0812__AI手机__1525158152484212.jpg|1200]] ## 120. 1525158152485842 - 所属主题：[[topics/398|韩国夜盘-2.47% #韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515811428122) - 本地资源：[[assets/images/260902_0812_韩国夜盘-2.47% _韩股__1525158152485842.jpg|1525158152485842]] ![[assets/images/260902_0812_韩国夜盘-2.47% _韩股__1525158152485842.jpg|1200]] ## 121. 1525158152485112 - 所属主题：[[topics/400|加息预期上涨到57%]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515811421512) - 本地资源：[[assets/images/260902_0811_加息预期上涨到57%__1525158152485112.jpg|1525158152485112]] ![[assets/images/260902_0811_加息预期上涨到57%__1525158152485112.jpg|1200]] ## 122. 1525158152418822 - 所属主题：[[topics/402|#芯原股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548828122544828) - 本地资源：[[assets/images/260902_0810__芯原股份__1525158152418822.jpg|1525158152418822]] ![[assets/images/260902_0810__芯原股份__1525158152418822.jpg|1200]] ## 123. 2858481485241481 - 所属主题：[[topics/403|#黄金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515811588522) - 本地资源：[[assets/images/260902_0809__黄金__2858481485241481.jpg|2858481485241481]] ![[assets/images/260902_0809__黄金__2858481485241481.jpg|1200]] ## 124. 5121418412548524 - 所属主题：[[topics/406|#欧洲 #债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141844184544) - 本地资源：[[assets/images/260902_0809__欧洲 _债__5121418412548524.jpg|5121418412548524]] ![[assets/images/260902_0809__欧洲 _债__5121418412548524.jpg|1200]] ## 125. 5121418412544184 - 所属主题：[[topics/411|2026年9月1日盘后讯，美股Fero盘前涨超7%，据报导公司与谷歌签署近400兆瓦地热供电协议，计划于2028年开始向其供电，该项目建成后有望成为全球最大的增]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258848144881182) - 本地资源：[[assets/images/260902_0808_2026年9月1日盘后讯，美股Fero盘前涨超7%，据报导公司与谷歌签署近400兆瓦地热供电协议，计__5121418412544184.jpg|5121418412544184]] ![[assets/images/260902_0808_2026年9月1日盘后讯，美股Fero盘前涨超7%，据报导公司与谷歌签署近400兆瓦地热供电协议，计__5121418412544184.jpg|1200]] ## 126. 8858481485244512 - 所属主题：[[topics/415|#农业]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548828122881888) - 本地资源：[[assets/images/260902_0808__农业__8858481485244512.jpg|8858481485244512]] ![[assets/images/260902_0808__农业__8858481485244512.jpg|1200]] ## 127. 4848281284522428 - 所属主题：[[topics/417|#国债 #美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258848144881581) - 本地资源：[[assets/images/260902_0808__国债 _美国__4848281284522428.jpg|4848281284522428]] ![[assets/images/260902_0808__国债 _美国__4848281284522428.jpg|1200]] ## 128. 5121418412545884 - 所属主题：[[topics/419|#Gopro]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141844114454) - 本地资源：[[assets/images/260902_0807__Gopro__5121418412545884.jpg|5121418412545884]] ![[assets/images/260902_0807__Gopro__5121418412545884.jpg|1200]] ## 129. 2858481485242481 - 所属主题：[[topics/423|#险资]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521141844115184) - 本地资源：[[assets/images/260902_0807__险资__2858481485242481.jpg|2858481485242481]] ![[assets/images/260902_0807__险资__2858481485242481.jpg|1200]] ## 130. 4848281284525248 - 所属主题：[[topics/427|#瑞银 #英伟达 #谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425515811555842) - 本地资源：[[assets/images/260902_0807__瑞银 _英伟达 _谷歌__4848281284525248.jpg|4848281284525248]] ![[assets/images/260902_0807__瑞银 _英伟达 _谷歌__4848281284525248.jpg|1200]]