---
date: 2026-09-06
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-09-06 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. 2858425844822811

- 所属主题：[[topics/019|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258844214444541)
- 本地资源：[[assets/images/260906_2241__小光__2858425844822811.jpg|2858425844822811]]

![[assets/images/260906_2241__小光__2858425844822811.jpg|1200]]

## 002. 5121452144151514

- 所属主题：[[topics/025|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144584454814)
- 本地资源：[[assets/images/260906_2239__早知道__5121452144151514.jpg|5121452144151514]]

![[assets/images/260906_2239__早知道__5121452144151514.jpg|1200]]

## 003. 4848254822858818

- 所属主题：[[topics/028|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511481141482)
- 本地资源：[[assets/images/260906_2238__龙虎榜__4848254822858818.jpg|4848254822858818]]

![[assets/images/260906_2238__龙虎榜__4848254822858818.jpg|1200]]

## 004. 8858425844825822

- 所属主题：[[topics/033|#日历]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258844214428411)
- 本地资源：[[assets/images/260906_2238__日历__8858425844825822.jpg|8858425844825822]]

![[assets/images/260906_2238__日历__8858425844825822.jpg|1200]]

## 005. 1525142511542522

- 所属主题：[[topics/035|#埃及 #军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548822512258528)
- 本地资源：[[assets/images/260906_2238__埃及 _军工__1525142511542522.jpg|1525142511542522]]

![[assets/images/260906_2238__埃及 _军工__1525142511542522.jpg|1200]]

## 006. 4848254822854458

- 所属主题：[[topics/037|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511481142412)
- 本地资源：[[assets/images/260906_2237__OpenAI__4848254822854458.jpg|4848254822854458]]

![[assets/images/260906_2237__OpenAI__4848254822854458.jpg|1200]]

## 007. 4848254822881128

- 所属主题：[[topics/040|#央行 #银行]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258844214425851)
- 本地资源：[[assets/images/260906_2237__央行 _银行__4848254822881128.jpg|4848254822881128]]

![[assets/images/260906_2237__央行 _银行__4848254822881128.jpg|1200]]

## 008. 5121452144118854

- 所属主题：[[topics/043|#国新会]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844214481452)
- 本地资源：[[assets/images/260906_2237__国新会__5121452144118854.jpg|5121452144118854]]

![[assets/images/260906_2237__国新会__5121452144118854.jpg|1200]]

## 009. 5121452142415244

- 所属主题：[[topics/099|#中信 #财政 #银行]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548822521485188)
- 本地资源：[[assets/images/260906_2041__中信 _财政 _银行__5121452142415244.jpg|5121452142415244]]

![[assets/images/260906_2041__中信 _财政 _银行__5121452142415244.jpg|1200]]

## 010. 2858425845488451

- 所属主题：[[topics/100|#创业板 #科创板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844241588142)
- 本地资源：[[assets/images/260906_2040__创业板 _科创板__2858425845488451.jpg|2858425845488451]]

![[assets/images/260906_2040__创业板 _科创板__2858425845488451.jpg|1200]]

## 011. 4848254824288188

- 所属主题：[[topics/100|#创业板 #科创板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844241588142)
- 本地资源：[[assets/images/260906_2040__创业板 _科创板__4848254824288188.jpg|4848254824288188]]

![[assets/images/260906_2040__创业板 _科创板__4848254824288188.jpg|1200]]

## 012. 4848254824522588

- 所属主题：[[topics/101|#东财 #银行]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844241585422)
- 本地资源：[[assets/images/260906_2040__东财 _银行__4848254824522588.jpg|4848254824522588]]

![[assets/images/260906_2040__东财 _银行__4848254824522588.jpg|1200]]

## 013. 8858425845244252

- 所属主题：[[topics/102|0906重磅！财政资金入场：大金融系统性重估窗口正式打开 9月6日财政部向中国人寿、中国太平注资，并参与中国人保资本补充；与此同时，国有大行资本补充持续推进。#]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144548212554)
- 本地资源：[[assets/images/260906_2040_0906重磅！财政资金入场：大金融系统性重估窗口正式打开 9月6日财政部向中国人寿、中国太平注资，并__8858425845244252.jpg|8858425845244252]]

![[assets/images/260906_2040_0906重磅！财政资金入场：大金融系统性重估窗口正式打开 9月6日财政部向中国人寿、中国太平注资，并__8858425845244252.jpg|1200]]

## 014. 5121452142544284

- 所属主题：[[topics/103|#ABF #载板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548822521441158)
- 本地资源：[[assets/images/260906_2039__ABF _载板__5121452142544284.jpg|5121452142544284]]

![[assets/images/260906_2039__ABF _载板__5121452142544284.jpg|1200]]

## 015. 5121452142544224

- 所属主题：[[topics/104|#国金 #AI #大模型]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144548224584)
- 本地资源：[[assets/images/260906_2039__国金 _AI _大模型__5121452142544224.jpg|5121452142544224]]

![[assets/images/260906_2039__国金 _AI _大模型__5121452142544224.jpg|1200]]

## 016. 1525142512414812

- 所属主题：[[topics/105|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144548224114)
- 本地资源：[[assets/images/260906_2038__市场__1525142512414812.jpg|1525142512414812]]

![[assets/images/260906_2038__市场__1525142512414812.jpg|1200]]

## 017. 5121452142545414

- 所属主题：[[topics/106|#瑞银 #长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258844241552181)
- 本地资源：[[assets/images/260906_2038__瑞银 _长鑫科技__5121452142545414.jpg|5121452142545414]]

![[assets/images/260906_2038__瑞银 _长鑫科技__5121452142545414.jpg|1200]]

## 018. 4848254824524118

- 所属主题：[[topics/107|#Taco]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548822522111528)
- 本地资源：[[assets/images/260906_2037__Taco__4848254824524118.jpg|4848254824524118]]

![[assets/images/260906_2037__Taco__4848254824524118.jpg|1200]]

## 019. 8858425845245122

- 所属主题：[[topics/108|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144544888184)
- 本地资源：[[assets/images/260906_2037__韩股__8858425845245122.jpg|8858425845245122]]

![[assets/images/260906_2037__韩股__8858425845245122.jpg|1200]]

## 020. 4848254824524228

- 所属主题：[[topics/109|#国债 #美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144544888124)
- 本地资源：[[assets/images/260906_2037__国债 _美国__4848254824524228.jpg|4848254824524228]]

![[assets/images/260906_2037__国债 _美国__4848254824524228.jpg|1200]]

## 021. 5121452142542444

- 所属主题：[[topics/109|#国债 #美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144544888124)
- 本地资源：[[assets/images/260906_2037__国债 _美国__5121452142542444.jpg|5121452142542444]]

![[assets/images/260906_2037__国债 _美国__5121452142542444.jpg|1200]]

## 022. 5121452142542454

- 所属主题：[[topics/110|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244114112)
- 本地资源：[[assets/images/260906_2036__英伟达__5121452142542454.jpg|5121452142542454]]

![[assets/images/260906_2036__英伟达__5121452142542454.jpg|1200]]

## 023. 8858425845245212

- 所属主题：[[topics/111|#锂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244114412)
- 本地资源：[[assets/images/260906_2036__锂__8858425845245212.jpg|8858425845245212]]

![[assets/images/260906_2036__锂__8858425845245212.jpg|1200]]

## 024. 5121452142542184

- 所属主题：[[topics/112|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548822522115188)
- 本地资源：[[assets/images/260906_2036__OpenAI__5121452142542184.jpg|5121452142542184]]

![[assets/images/260906_2036__OpenAI__5121452142542184.jpg|1200]]

## 025. 5121452142542144

- 所属主题：[[topics/113|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244112452)
- 本地资源：[[assets/images/260906_2036__Anthropic__5121452142542144.jpg|5121452142542144]]

![[assets/images/260906_2036__Anthropic__5121452142542144.jpg|1200]]

## 026. 8858425845245852

- 所属主题：[[topics/114|#美俄关系 #美乌关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258844244112841)
- 本地资源：[[assets/images/260906_2036__美俄关系 _美乌关系__8858425845245852.jpg|8858425845245852]]

![[assets/images/260906_2036__美俄关系 _美乌关系__8858425845245852.jpg|1200]]

## 027. 8858425845221822

- 所属主题：[[topics/115|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511411885822)
- 本地资源：[[assets/images/260906_2035__存储__8858425845221822.jpg|8858425845221822]]

![[assets/images/260906_2035__存储__8858425845221822.jpg|1200]]

## 028. 5121452142558284

- 所属主题：[[topics/116|#瑞银 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258844244118481)
- 本地资源：[[assets/images/260906_2035__瑞银 _存储__5121452142558284.jpg|5121452142558284]]

![[assets/images/260906_2035__瑞银 _存储__5121452142558284.jpg|1200]]

## 029. 8858425845224142

- 所属主题：[[topics/117|#芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511411882482)
- 本地资源：[[assets/images/260906_2035__芯片__8858425845224142.jpg|8858425845224142]]

![[assets/images/260906_2035__芯片__8858425845224142.jpg|1200]]

## 030. 5121452142554884

- 所属主题：[[topics/117|#芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511411882482)
- 本地资源：[[assets/images/260906_2035__芯片__5121452142554884.jpg|5121452142554884]]

![[assets/images/260906_2035__芯片__5121452142554884.jpg|1200]]

## 031. 2858425845224421

- 所属主题：[[topics/118|#野村 #存储 #IDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258844244115221)
- 本地资源：[[assets/images/260906_2035__野村 _存储 _IDC__2858425845224421.jpg|2858425845224421]]

![[assets/images/260906_2035__野村 _存储 _IDC__2858425845224421.jpg|1200]]

## 032. 1525142512441142

- 所属主题：[[topics/119|#英伟达 #算力 #租赁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144544882114)
- 本地资源：[[assets/images/260906_2034__英伟达 _算力 _租赁__1525142512441142.jpg|1525142512441142]]

![[assets/images/260906_2034__英伟达 _算力 _租赁__1525142512441142.jpg|1200]]

## 033. 8858425845224422

- 所属主题：[[topics/119|#英伟达 #算力 #租赁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144544882114)
- 本地资源：[[assets/images/260906_2034__英伟达 _算力 _租赁__8858425845224422.jpg|8858425845224422]]

![[assets/images/260906_2034__英伟达 _算力 _租赁__8858425845224422.jpg|1200]]

## 034. 1525142512445822

- 所属主题：[[topics/120|#AI #大模型]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511411811222)
- 本地资源：[[assets/images/260906_2032__AI _大模型__1525142512445822.jpg|1525142512445822]]

![[assets/images/260906_2032__AI _大模型__1525142512445822.jpg|1200]]

## 035. 5121452142551184

- 所属主题：[[topics/121|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511411815112)
- 本地资源：[[assets/images/260906_2032__市场__5121452142551184.jpg|5121452142551184]]

![[assets/images/260906_2032__市场__5121452142551184.jpg|1200]]

## 036. 2858425845228841

- 所属主题：[[topics/122|#伊朗 #原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244148842)
- 本地资源：[[assets/images/260906_2031__伊朗 _原油__2858425845228841.jpg|2858425845228841]]

![[assets/images/260906_2031__伊朗 _原油__2858425845228841.jpg|1200]]

## 037. 1525142512445182

- 所属主题：[[topics/122|#伊朗 #原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244148842)
- 本地资源：[[assets/images/260906_2031__伊朗 _原油__1525142512445182.jpg|1525142512445182]]

![[assets/images/260906_2031__伊朗 _原油__1525142512445182.jpg|1200]]

## 038. 5121452142555244

- 所属主题：[[topics/122|#伊朗 #原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244148842)
- 本地资源：[[assets/images/260906_2031__伊朗 _原油__5121452142555244.jpg|5121452142555244]]

![[assets/images/260906_2031__伊朗 _原油__5121452142555244.jpg|1200]]

## 039. 8858425845284522

- 所属主题：[[topics/125|日耗走弱库存去化动力煤加速上涨、供给偏紧四轮提涨落地双焦强稳运行 🎁【长江煤炭|本周行业数据更新0905】 【动力煤价格】截至9月4日，秦皇岛港动力末煤平仓价(]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144544484114)
- 本地资源：[[assets/images/260906_2028_日耗走弱库存去化动力煤加速上涨、供给偏紧四轮提涨落地双焦强稳运行 🎁【长江煤炭 本周行业数据更新09__8858425845284522.jpg|8858425845284522]]

![[assets/images/260906_2028_日耗走弱库存去化动力煤加速上涨、供给偏紧四轮提涨落地双焦强稳运行 🎁【长江煤炭 本周行业数据更新09__8858425845284522.jpg|1200]]

## 040. 4848254824582488

- 所属主题：[[topics/128|#戴尔 #Coreweave ...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521144544485814)
- 本地资源：[[assets/images/260906_2028__戴尔 _Coreweave__4848254824582488.jpg|4848254824582488]]

![[assets/images/260906_2028__戴尔 _Coreweave__4848254824582488.jpg|1200]]

## 041. 4848254824585148

- 所属主题：[[topics/131|#伊朗 #原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548822522215548)
- 本地资源：[[assets/images/260906_2027__伊朗 _原油__4848254824585148.jpg|4848254824585148]]

![[assets/images/260906_2027__伊朗 _原油__4848254824585148.jpg|1200]]

## 042. 1525142512454422

- 所属主题：[[topics/136|#半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511411182842)
- 本地资源：[[assets/images/260906_2027__半导体__1525142512454422.jpg|1525142512454422]]

![[assets/images/260906_2027__半导体__1525142512454422.jpg|1200]]

## 043. 5121452142515244

- 所属主题：[[topics/138|无稀土电机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244415422)
- 本地资源：[[assets/images/260906_2026_无稀土电机__5121452142515244.jpg|5121452142515244]]

![[assets/images/260906_2026_无稀土电机__5121452142515244.jpg|1200]]

## 044. 5121452142512484

- 所属主题：[[topics/142|🧧“一图看懂”AI应用系列——Snowflake：从数据底座走向智能体控制平台，AI驱动增长再提速 【东吴传媒互联网&海外 张良卫团队】 [烟花]Snowfla]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258844244444411)
- 本地资源：[[assets/images/260906_2025_🧧“一图看懂”AI应用系列——Snowflake：从数据底座走向智能体控制平台，AI驱动增长再提速__5121452142512484.jpg|5121452142512484]]

![[assets/images/260906_2025_🧧“一图看懂”AI应用系列——Snowflake：从数据底座走向智能体控制平台，AI驱动增长再提速__5121452142512484.jpg|1200]]

## 045. 4848254824584218

- 所属主题：[[topics/143|【国联民生能源 周泰团队】主产地产量同比下降，周环比微降 截至8月30日当周，晋陕蒙442家煤矿周度产量586万吨，同比-2.8%，环比-0.8%；产能利用率7]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511411111152)
- 本地资源：[[assets/images/260906_2025_【国联民生能源 周泰团队】主产地产量同比下降，周环比微降 截至8月30日当周，晋陕蒙442家煤矿周度__4848254824584218.jpg|4848254824584218]]

![[assets/images/260906_2025_【国联民生能源 周泰团队】主产地产量同比下降，周环比微降 截至8月30日当周，晋陕蒙442家煤矿周度__4848254824584218.jpg|1200]]

## 046. 2858425845544281

- 所属主题：[[topics/161|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244542852)
- 本地资源：[[assets/images/260906_1954__AI__2858425845544281.jpg|2858425845544281]]

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## 047. 5121452142244184

- 所属主题：[[topics/162|【天风电新】科泰电源更新推荐：订单/收入先行爆发实现翻倍，北美停机事件强化备电刚需‑260905 —————————— #核心观点：科泰电源订单/合同负债前瞻指]]
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- 本地资源：[[assets/images/260906_1954_【天风电新】科泰电源更新推荐：订单 收入先行爆发实现翻倍，北美停机事件强化备电刚需‑260905 —__5121452142244184.jpg|5121452142244184]]

![[assets/images/260906_1954_【天风电新】科泰电源更新推荐：订单 收入先行爆发实现翻倍，北美停机事件强化备电刚需‑260905 —__5121452142244184.jpg|1200]]

## 048. 8858425845544852

- 所属主题：[[topics/165|#兴证 #拥挤度]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244554282)
- 本地资源：[[assets/images/260906_1954__兴证 _拥挤度__8858425845544852.jpg|8858425845544852]]

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## 049. 8858425845544522

- 所属主题：[[topics/167|[太阳]【华泰地产】二手房重点数据周度跟踪-W36 [玫瑰]二手房边际挂牌价：本周84城冰山指数月环比-0.59%（上周-0.56%），一线、二线、三线城市月环]]
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- 本地资源：[[assets/images/260906_1954__太阳_【华泰地产】二手房重点数据周度跟踪-W36 _玫瑰_二手房边际挂牌价：本周84城冰山指数月环__8858425845544522.jpg|8858425845544522]]

![[assets/images/260906_1954__太阳_【华泰地产】二手房重点数据周度跟踪-W36 _玫瑰_二手房边际挂牌价：本周84城冰山指数月环__8858425845544522.jpg|1200]]

## 050. 2858425845548111

- 所属主题：[[topics/172|#国联 #银行 #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425511411225842)
- 本地资源：[[assets/images/260906_1953__国联 _银行 _国债__2858425845548111.jpg|2858425845548111]]

![[assets/images/260906_1953__国联 _银行 _国债__2858425845548111.jpg|1200]]

## 051. 8858425845548142

- 所属主题：[[topics/175|【ZX通信】光博会前瞻——重视新技术落地 一年一度的中国光博会将于9月9-11日举办，历年在光博会展示新产品、新技术、新订单的公司往往有超额涨幅。今年光博会建议]]
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- 本地资源：[[assets/images/260906_1953_【ZX通信】光博会前瞻——重视新技术落地 一年一度的中国光博会将于9月9-11日举办，历年在光博会展__8858425845548142.jpg|8858425845548142]]

![[assets/images/260906_1953_【ZX通信】光博会前瞻——重视新技术落地 一年一度的中国光博会将于9月9-11日举办，历年在光博会展__8858425845548142.jpg|1200]]

## 052. 4848254824428258

- 所属主题：[[topics/178|#英伟达 #Rubin #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258844244558542)
- 本地资源：[[assets/images/260906_1952__英伟达 _Rubin _存储__4848254824428258.jpg|4848254824428258]]

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