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所属主题：[[topics/039|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818151884122) - 本地资源：[[assets/images/260914_2218__AI__1525145821528522.jpg|1525145821528522]] ![[assets/images/260914_2218__AI__1525145821528522.jpg|1200]] ## 009. 8858428154851882 - 所属主题：[[topics/039|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818151884122) - 本地资源：[[assets/images/260914_2218__AI__8858428154851882.jpg|8858428154851882]] ![[assets/images/260914_2218__AI__8858428154851882.jpg|1200]] ## 010. 8858428154852542 - 所属主题：[[topics/050|#华为 #昇腾]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818151888852) - 本地资源：[[assets/images/260914_2216__华为 _昇腾__8858428154852542.jpg|8858428154852542]] ![[assets/images/260914_2216__华为 _昇腾__8858428154852542.jpg|1200]] ## 011. 5121451824121284 - 所属主题：[[topics/052|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181828112824) - 本地资源：[[assets/images/260914_2216__原油__5121451824121284.jpg|5121451824121284]] ![[assets/images/260914_2216__原油__5121451824121284.jpg|1200]] ## 012. 5121451824121214 - 所属主题：[[topics/053|#Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818151885451) - 本地资源：[[assets/images/260914_2215__Meta__5121451824121214.jpg|5121451824121214]] ![[assets/images/260914_2215__Meta__5121451824121214.jpg|1200]] ## 013. 4848258142412158 - 所属主题：[[topics/068|#微软]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818141844518) - 本地资源：[[assets/images/260914_2213__微软__4848258142412158.jpg|4848258142412158]] ![[assets/images/260914_2213__微软__4848258142412158.jpg|1200]] ## 014. 1525145821281542 - 所属主题：[[topics/071|英伟达 GB300、VR200、VR300 单机架铜箔为 1697、5164、5705 美元，CCL 为 6695、18750、35601 美元，PCB 为 3]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818141844858) - 本地资源：[[assets/images/260914_2212_英伟达 GB300、VR200、VR300 单机架铜箔为 1697、5164、5705 美元，CCL__1525145821281542.jpg|1525145821281542]] ![[assets/images/260914_2212_英伟达 GB300、VR200、VR300 单机架铜箔为 1697、5164、5705 美元，CCL__1525145821281542.jpg|1200]] ## 015. 1525145821281152 - 所属主题：[[topics/071|英伟达 GB300、VR200、VR300 单机架铜箔为 1697、5164、5705 美元，CCL 为 6695、18750、35601 美元，PCB 为 3]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818141844858) - 本地资源：[[assets/images/260914_2212_英伟达 GB300、VR200、VR300 单机架铜箔为 1697、5164、5705 美元，CCL__1525145821281152.jpg|1525145821281152]] ![[assets/images/260914_2212_英伟达 GB300、VR200、VR300 单机架铜箔为 1697、5164、5705 美元，CCL__1525145821281152.jpg|1200]] ## 016. 2858428155848141 - 所属主题：[[topics/085|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818155848152) - 本地资源：[[assets/images/260914_2031__市场__2858428155848141.jpg|2858428155848141]] ![[assets/images/260914_2031__市场__2858428155848141.jpg|1200]] ## 017. 8858428155842552 - 所属主题：[[topics/085|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818155848152) - 本地资源：[[assets/images/260914_2031__市场__8858428155842552.jpg|8858428155842552]] ![[assets/images/260914_2031__市场__8858428155842552.jpg|1200]] ## 018. 4848258144582518 - 所属主题：[[topics/086|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585822515512) - 本地资源：[[assets/images/260914_2031__AI__4848258144582518.jpg|4848258144582518]] ![[assets/images/260914_2031__AI__4848258144582518.jpg|1200]] ## 019. 5121451822514154 - 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所属主题：[[topics/091|#阿斯利康]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818144881428) - 本地资源：[[assets/images/260914_2027__阿斯利康__8858428155841542.jpg|8858428155841542]] ![[assets/images/260914_2027__阿斯利康__8858428155841542.jpg|1200]] ## 024. 4848258144821458 - 所属主题：[[topics/092|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585822551842) - 本地资源：[[assets/images/260914_2027__OpenAI__4848258144821458.jpg|4848258144821458]] ![[assets/images/260914_2027__OpenAI__4848258144821458.jpg|1200]] ## 025. 2858428155844181 - 所属主题：[[topics/093|#伊朗 #沙特阿拉伯 #胡塞武...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818144882218) - 本地资源：[[assets/images/260914_2027__伊朗 _沙特阿拉伯 _胡塞武__2858428155844181.jpg|2858428155844181]] ![[assets/images/260914_2027__伊朗 _沙特阿拉伯 _胡塞武__2858428155844181.jpg|1200]] ## 026. 1525145822514852 - 所属主题：[[topics/094|#字节跳动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818155884552) - 本地资源：[[assets/images/260914_2026__字节跳动__1525145822514852.jpg|1525145822514852]] ![[assets/images/260914_2026__字节跳动__1525145822514852.jpg|1200]] ## 027. 5121451822145524 - 所属主题：[[topics/095|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181822111514) - 本地资源：[[assets/images/260914_2026__AI__5121451822145524.jpg|5121451822145524]] ![[assets/images/260914_2026__AI__5121451822145524.jpg|1200]] ## 028. 2858428155848121 - 所属主题：[[topics/096|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585822214222) - 本地资源：[[assets/images/260914_2024__PCB__2858428155848121.jpg|2858428155848121]] ![[assets/images/260914_2024__PCB__2858428155848121.jpg|1200]] ## 029. 2858428155848411 - 所属主题：[[topics/097|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181822241444) - 本地资源：[[assets/images/260914_2024__市场__2858428155848411.jpg|2858428155848411]] ![[assets/images/260914_2024__市场__2858428155848411.jpg|1200]] ## 030. 5121451822141454 - 所属主题：[[topics/098|#胡塞武装]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818155548452) - 本地资源：[[assets/images/260914_2024__胡塞武装__5121451822141454.jpg|5121451822141454]] ![[assets/images/260914_2024__胡塞武装__5121451822141454.jpg|1200]] ## 031. 2858428155845451 - 所属主题：[[topics/099|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585822248482) - 本地资源：[[assets/images/260914_2023__市场__2858428155845451.jpg|2858428155845451]] ![[assets/images/260914_2023__市场__2858428155845451.jpg|1200]] ## 032. 8858428155828822 - 所属主题：[[topics/100|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818144448418) - 本地资源：[[assets/images/260914_2016__市场__8858428155828822.jpg|8858428155828822]] ![[assets/images/260914_2016__市场__8858428155828822.jpg|1200]] ## 033. 8858428155828882 - 所属主题：[[topics/101|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181822222884) - 本地资源：[[assets/images/260914_2016__市场__8858428155828882.jpg|8858428155828882]] ![[assets/images/260914_2016__市场__8858428155828882.jpg|1200]] ## 034. 2858428155828551 - 所属主题：[[topics/102|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818155555812) - 本地资源：[[assets/images/260914_2015__AI安全__2858428155828551.jpg|2858428155828551]] ![[assets/images/260914_2015__AI安全__2858428155828551.jpg|1200]] ## 035. 4848258144858448 - 所属主题：[[topics/103|#长江 #金融数据]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585822222522) - 本地资源：[[assets/images/260914_2015__长江 _金融数据__4848258144858448.jpg|4848258144858448]] ![[assets/images/260914_2015__长江 _金融数据__4848258144858448.jpg|1200]] ## 036. 5121451822152844 - 所属主题：[[topics/104|AI资本开支分化与信用市场更新 [玫瑰]AI Capex及相关信用市场更新（2026.09.14） 边际变化：各家企业CDS日度环比小幅回落，波动幅度小于4.1]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818411111512) - 本地资源：[[assets/images/260914_2015_AI资本开支分化与信用市场更新 _玫瑰_AI Capex及相关信用市场更新（2026.09.14）__5121451822152844.jpg|5121451822152844]] ![[assets/images/260914_2015_AI资本开支分化与信用市场更新 _玫瑰_AI Capex及相关信用市场更新（2026.09.14）__5121451822152844.jpg|1200]] ## 037. 4848258144854148 - 所属主题：[[topics/105|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585188881482) - 本地资源：[[assets/images/260914_2014__美联储__4848258144854148.jpg|4848258144854148]] ![[assets/images/260914_2014__美联储__4848258144854148.jpg|1200]] ## 038. 5121451822152484 - 所属主题：[[topics/106|#铠侠]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818411114821) - 本地资源：[[assets/images/260914_2014__铠侠__5121451822152484.jpg|5121451822152484]] ![[assets/images/260914_2014__铠侠__5121451822152484.jpg|1200]] ## 039. 5121451481148224 - 所属主题：[[topics/168|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818448444412) - 本地资源：[[assets/images/260914_1435__OpenAI__5121451481148224.jpg|5121451481148224]] ![[assets/images/260914_1435__OpenAI__5121451481148224.jpg|1200]] ## 040. 2858428418842151 - 所属主题：[[topics/170|#月饼]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818448448442) - 本地资源：[[assets/images/260914_1434__月饼__2858428418842151.jpg|2858428418842151]] ![[assets/images/260914_1434__月饼__2858428418842151.jpg|1200]] ## 041. 1525145185514852 - 所属主题：[[topics/170|#月饼]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818448448442) - 本地资源：[[assets/images/260914_1434__月饼__1525145185514852.jpg|1525145185514852]] ![[assets/images/260914_1434__月饼__1525145185514852.jpg|1200]] ## 042. 5121451481145454 - 所属主题：[[topics/171|德邦科技：陶瓷基板加速渗透，#公司卡位陶瓷基板上下关键材料环节。公司已明确产品应用于SiC、IGBT等功率器件封装，并布局高导热导电固晶胶、固晶膜、导热垫片、导]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181441441244) - 本地资源：[[assets/images/260914_1434_德邦科技：陶瓷基板加速渗透，_公司卡位陶瓷基板上下关键材料环节。公司已明确产品应用于SiC、IGBT__5121451481145454.jpg|5121451481145454]] ![[assets/images/260914_1434_德邦科技：陶瓷基板加速渗透，_公司卡位陶瓷基板上下关键材料环节。公司已明确产品应用于SiC、IGBT__5121451481145454.jpg|1200]] ## 043. 4848258218422818 - 所属主题：[[topics/177|#昌红科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818448818141) - 本地资源：[[assets/images/260914_1415__昌红科技__4848258218422818.jpg|4848258218422818]] ![[assets/images/260914_1415__昌红科技__4848258218422818.jpg|1200]] ## 044. 1525145185245442 - 所属主题：[[topics/186|国家药监局关于发布YY/T 2029—2026《脑机接口医疗器械 用于人工智能算法的脑电数据集质量要求与评价方法》医疗器械行业标准的公告（2026年第79号）]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818251815458) - 本地资源：[[assets/images/260914_1356_国家药监局关于发布YY T 2029—2026《脑机接口医疗器械 用于人工智能算法的脑电数据集质量要__1525145185245442.jpg|1525145185245442]] ![[assets/images/260914_1356_国家药监局关于发布YY T 2029—2026《脑机接口医疗器械 用于人工智能算法的脑电数据集质量要__1525145185245442.jpg|1200]] ## 045. 1525145185254542 - 所属主题：[[topics/187|#十五五 #电动车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818421882241) - 本地资源：[[assets/images/260914_1347__十五五 _电动车__1525145185254542.jpg|1525145185254542]] ![[assets/images/260914_1347__十五五 _电动车__1525145185254542.jpg|1200]] ## 046. 5121451481221114 - 所属主题：[[topics/207|#电子烟 #香兰素]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585148225182) - 本地资源：[[assets/images/260914_1334__电子烟 _香兰素__5121451481221114.jpg|5121451481221114]] ![[assets/images/260914_1334__电子烟 _香兰素__5121451481221114.jpg|1200]] ## 047. 2858428418558851 - 所属主题：[[topics/209|#兄弟科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818251448528) - 本地资源：[[assets/images/260914_1334__兄弟科技__2858428418558851.jpg|2858428418558851]] ![[assets/images/260914_1334__兄弟科技__2858428418558851.jpg|1200]] ## 048. 2858428418558541 - 所属主题：[[topics/213|#东吴 #乘用车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818421558582) - 本地资源：[[assets/images/260914_1333__东吴 _乘用车__2858428418558541.jpg|2858428418558541]] ![[assets/images/260914_1333__东吴 _乘用车__2858428418558541.jpg|1200]] ## 049. 2858428418558521 - 所属主题：[[topics/214|#长城 #乘用车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585148222212) - 本地资源：[[assets/images/260914_1333__长城 _乘用车__2858428418558521.jpg|2858428418558521]] ![[assets/images/260914_1333__长城 _乘用车__2858428418558521.jpg|1200]] ## 050. 1525145182825852 - 所属主题：[[topics/239|#电子烟]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818424455512) - 本地资源：[[assets/images/260914_1316__电子烟__1525145182825852.jpg|1525145182825852]] ![[assets/images/260914_1316__电子烟__1525145182825852.jpg|1200]] ## 051. 4848258214144818 - 所属主题：[[topics/242|#电子烟]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818424218181) - 本地资源：[[assets/images/260914_1313__电子烟__4848258214144818.jpg|4848258214144818]] ![[assets/images/260914_1313__电子烟__4848258214144818.jpg|1200]] ## 052. 8858428415155512 - 所属主题：[[topics/243|#汽车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181454581444) - 本地资源：[[assets/images/260914_1313__汽车__8858428415155512.jpg|8858428415155512]] ![[assets/images/260914_1313__汽车__8858428415155512.jpg|1200]] ## 053. 5121451482822184 - 所属主题：[[topics/243|#汽车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181454581444) - 本地资源：[[assets/images/260914_1313__汽车__5121451482822184.jpg|5121451482822184]] ![[assets/images/260914_1313__汽车__5121451482822184.jpg|1200]] ## 054. 1525145182822282 - 所属主题：[[topics/244|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585141485152) - 本地资源：[[assets/images/260914_1313__AI安全__1525145182822282.jpg|1525145182822282]] ![[assets/images/260914_1313__AI安全__1525145182822282.jpg|1200]] ## 055. 4848258214144428 - 所属主题：[[topics/245|#电子烟]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818424218221) - 本地资源：[[assets/images/260914_1313__电子烟__4848258214144428.jpg|4848258214144428]] ![[assets/images/260914_1313__电子烟__4848258214144428.jpg|1200]] ## 056. 2858428415155551 - 所属主题：[[topics/246|#TSL #Cybercab]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252518818) - 本地资源：[[assets/images/260914_1313__TSL _Cybercab__2858428415155551.jpg|2858428415155551]] ![[assets/images/260914_1313__TSL _Cybercab__2858428415155551.jpg|1200]] ## 057. 2858428415411111 - 所属主题：[[topics/247|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818424218522) - 本地资源：[[assets/images/260914_1313__Anthropic__2858428415411111.jpg|2858428415411111]] ![[assets/images/260914_1313__Anthropic__2858428415411111.jpg|1200]] ## 058. 1525145182188182 - 所属主题：[[topics/248|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181454548454) - 本地资源：[[assets/images/260914_1312__韩股__1525145182188182.jpg|1525145182188182]] ![[assets/images/260914_1312__韩股__1525145182188182.jpg|1200]] ## 059. 2858428415411441 - 所属主题：[[topics/249|#货币]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818424241282) - 本地资源：[[assets/images/260914_1312__货币__2858428415411441.jpg|2858428415411441]] ![[assets/images/260914_1312__货币__2858428415411441.jpg|1200]] ## 060. 4848258214211228 - 所属主题：[[topics/250|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252521828) - 本地资源：[[assets/images/260914_1311__AI安全__4848258214211228.jpg|4848258214211228]] ![[assets/images/260914_1311__AI安全__4848258214211228.jpg|1200]] ## 061. 5121451482488854 - 所属主题：[[topics/250|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252521828) - 本地资源：[[assets/images/260914_1311__AI安全__5121451482488854.jpg|5121451482488854]] ![[assets/images/260914_1311__AI安全__5121451482488854.jpg|1200]] ## 062. 1525145182188412 - 所属主题：[[topics/251|#成交额]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252522128) - 本地资源：[[assets/images/260914_1311__成交额__1525145182188412.jpg|1525145182188412]] ![[assets/images/260914_1311__成交额__1525145182188412.jpg|1200]] ## 063. 2858428415418881 - 所属主题：[[topics/252|Mizuho on opticals: 我们预计CW激光产能将从2025年的约8300万单位急剧增长至2029E的约4.27亿单位（Ex-7），这得益于1.6T]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252552858) - 本地资源：[[assets/images/260914_1308_Mizuho on opticals 我们预计CW激光产能将从2025年的约8300万单位急剧增长__2858428415418881.jpg|2858428415418881]] ![[assets/images/260914_1308_Mizuho on opticals 我们预计CW激光产能将从2025年的约8300万单位急剧增长__2858428415418881.jpg|1200]] ## 064. 2858428415418811 - 所属主题：[[topics/252|Mizuho on opticals: 我们预计CW激光产能将从2025年的约8300万单位急剧增长至2029E的约4.27亿单位（Ex-7），这得益于1.6T]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252552858) - 本地资源：[[assets/images/260914_1308_Mizuho on opticals 我们预计CW激光产能将从2025年的约8300万单位急剧增长__2858428415418811.jpg|2858428415418811]] ![[assets/images/260914_1308_Mizuho on opticals 我们预计CW激光产能将从2025年的约8300万单位急剧增长__2858428415418811.jpg|1200]] ## 065. 4848258214218548 - 所属主题：[[topics/252|Mizuho on opticals: 我们预计CW激光产能将从2025年的约8300万单位急剧增长至2029E的约4.27亿单位（Ex-7），这得益于1.6T]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252552858) - 本地资源：[[assets/images/260914_1308_Mizuho on opticals 我们预计CW激光产能将从2025年的约8300万单位急剧增长__4848258214218548.jpg|4848258214218548]] ![[assets/images/260914_1308_Mizuho on opticals 我们预计CW激光产能将从2025年的约8300万单位急剧增长__4848258214218548.jpg|1200]] ## 066. 1525145182185452 - 所属主题：[[topics/252|Mizuho on opticals: 我们预计CW激光产能将从2025年的约8300万单位急剧增长至2029E的约4.27亿单位（Ex-7），这得益于1.6T]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252552858) - 本地资源：[[assets/images/260914_1308_Mizuho on opticals 我们预计CW激光产能将从2025年的约8300万单位急剧增长__1525145182185452.jpg|1525145182185452]] ![[assets/images/260914_1308_Mizuho on opticals 我们预计CW激光产能将从2025年的约8300万单位急剧增长__1525145182185452.jpg|1200]] ## 067. 5121451482482854 - 所属主题：[[topics/253|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252558448) - 本地资源：[[assets/images/260914_1307__OpenAI__5121451482482854.jpg|5121451482482854]] ![[assets/images/260914_1307__OpenAI__5121451482482854.jpg|1200]] ## 068. 5121451482481214 - 所属主题：[[topics/253|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818252558448) - 本地资源：[[assets/images/260914_1307__OpenAI__5121451482481214.jpg|5121451482481214]] ![[assets/images/260914_1307__OpenAI__5121451482481214.jpg|1200]] ## 069. 5121451482482554 - 所属主题：[[topics/254|#国海 联讯仪器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585141451812) - 本地资源：[[assets/images/260914_1306__国海 联讯仪器__5121451482482554.jpg|5121451482482554]] ![[assets/images/260914_1306__国海 联讯仪器__5121451482482554.jpg|1200]] ## 070. 8858428441188282 - 所属主题：[[topics/275|#拓尔思]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818581545118) - 本地资源：[[assets/images/260914_1116__拓尔思__8858428441188282.jpg|8858428441188282]] ![[assets/images/260914_1116__拓尔思__8858428441188282.jpg|1200]] ## 071. 4848258221188588 - 所属主题：[[topics/276|🔥【神州泰岳】海外 Agent 越权事件发酵，AI 安全运营迎来新关注 1️⃣ 外围催化：Anthropic 9月披露，Claude 在安全测试中因环境配置失误]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818281252152) - 本地资源：[[assets/images/260914_1116_🔥【神州泰岳】海外 Agent 越权事件发酵，AI 安全运营迎来新关注 1️⃣ 外围催化：Anthr__4848258221188588.jpg|4848258221188588]] ![[assets/images/260914_1116_🔥【神州泰岳】海外 Agent 越权事件发酵，AI 安全运营迎来新关注 1️⃣ 外围催化：Anthr__4848258221188588.jpg|1200]] ## 072. 1525145118855212 - 所属主题：[[topics/277|#天风 #陶瓷 #基板]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585458425512) - 本地资源：[[assets/images/260914_1115__天风 _陶瓷 _基板__1525145118855212.jpg|1525145118855212]] ![[assets/images/260914_1115__天风 _陶瓷 _基板__1525145118855212.jpg|1200]] ## 073. 2858428441185181 - 所属主题：[[topics/280|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181518522584) - 本地资源：[[assets/images/260914_1115__AI安全__2858428441185181.jpg|2858428441185181]] ![[assets/images/260914_1115__AI安全__2858428441185181.jpg|1200]] ## 074. 2858428441215121 - 所属主题：[[topics/301|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818582254828) - 本地资源：[[assets/images/260914_1052__小光__2858428441215121.jpg|2858428441215121]] ![[assets/images/260914_1052__小光__2858428441215121.jpg|1200]] ## 075. 2858428441215441 - 所属主题：[[topics/303|#川仪股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585451158212) - 本地资源：[[assets/images/260914_1052__川仪股份__2858428441215441.jpg|2858428441215441]] ![[assets/images/260914_1052__川仪股份__2858428441215441.jpg|1200]] ## 076. 4848258221521188 - 所属主题：[[topics/304|#英杰电气]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818582281448) - 本地资源：[[assets/images/260914_1052__英杰电气__4848258221521188.jpg|4848258221521188]] ![[assets/images/260914_1052__英杰电气__4848258221521188.jpg|1200]] ## 077. 8858428441858812 - 所属主题：[[topics/323|#经济]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818282452151) - 本地资源：[[assets/images/260914_1014__经济__8858428441858812.jpg|8858428441858812]] ![[assets/images/260914_1014__经济__8858428441858812.jpg|1200]] ## 078. 5121451448122884 - 所属主题：[[topics/325|#MFC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181515425544) - 本地资源：[[assets/images/260914_1013__MFC__5121451448122884.jpg|5121451448122884]] ![[assets/images/260914_1013__MFC__5121451448122884.jpg|1200]] ## 079. 2858428441855141 - 所属主题：[[topics/328|如图，近一周公募ji金大幅加仓的行业有：电新 交运 有色 医药 机械 石油石化 其中电新 交运 有色 已经连续出现加仓 近一周公募ji金大幅减仓的行业有：钢铁]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818282452252) - 本地资源：[[assets/images/260914_1013_如图，近一周公募ji金大幅加仓的行业有：电新 交运 有色 医药 机械 石油石化 其中电新 交运 有色__2858428441855141.jpg|2858428441855141]] ![[assets/images/260914_1013_如图，近一周公募ji金大幅加仓的行业有：电新 交运 有色 医药 机械 石油石化 其中电新 交运 有色__2858428441855141.jpg|1200]] ## 080. 1525145114521452 - 所属主题：[[topics/338|一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品油船0艘次、LNG船0艘次、LPG船3艘次、其他船舶10艘次]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181512222284) - 本地资源：[[assets/images/260914_0943_一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品__1525145114521452.jpg|1525145114521452]] ![[assets/images/260914_0943_一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品__1525145114521452.jpg|1200]] ## 081. 8858428442854422 - 所属主题：[[topics/338|一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品油船0艘次、LNG船0艘次、LPG船3艘次、其他船舶10艘次]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181512222284) - 本地资源：[[assets/images/260914_0943_一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品__8858428442854422.jpg|8858428442854422]] ![[assets/images/260914_0943_一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品__8858428442854422.jpg|1200]] ## 082. 8858428442854152 - 所属主题：[[topics/338|一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品油船0艘次、LNG船0艘次、LPG船3艘次、其他船舶10艘次]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181512222284) - 本地资源：[[assets/images/260914_0943_一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品__8858428442854152.jpg|8858428442854152]] ![[assets/images/260914_0943_一、霍尔木兹海峡通行情况 昨日，波斯湾船舶通行总量为17艘次，其中集装箱船3艘次、原油船1艘次、成品__8858428442854152.jpg|1200]] ## 083. 8858428442525882 - 所属主题：[[topics/367|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585428215842) - 本地资源：[[assets/images/260914_0925__红宝书__8858428442525882.jpg|8858428442525882]] ![[assets/images/260914_0925__红宝书__8858428442525882.jpg|1200]] ## 084. 1525145114258882 - 所属主题：[[topics/372|#一汽集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818251521811) - 本地资源：[[assets/images/260914_0925__一汽集团__1525145114258882.jpg|1525145114258882]] ![[assets/images/260914_0925__一汽集团__1525145114258882.jpg|1200]] ## 085. 5121451445218824 - 所属主题：[[topics/374|#TSL #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818251524412) - 本地资源：[[assets/images/260914_0924__TSL _AI__5121451445218824.jpg|5121451445218824]] ![[assets/images/260914_0924__TSL _AI__5121451445218824.jpg|1200]] ## 086. 1525145114258452 - 所属主题：[[topics/377|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818254118252) - 本地资源：[[assets/images/260914_0924__监管__1525145114258452.jpg|1525145114258452]] ![[assets/images/260914_0924__监管__1525145114258452.jpg|1200]] ## 087. 8858428448118582 - 所属主题：[[topics/378|#摩根士丹利 #半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585421811882) - 本地资源：[[assets/images/260914_0923__摩根士丹利 _半导体__8858428448118582.jpg|8858428448118582]] ![[assets/images/260914_0923__摩根士丹利 _半导体__8858428448118582.jpg|1200]] ## 088. 8858428448848582 - 所属主题：[[topics/439|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585588551212) - 本地资源：[[assets/images/260914_0825__监管__8858428448848582.jpg|8858428448848582]] ![[assets/images/260914_0825__监管__8858428448848582.jpg|1200]] ## 089. 2858428448848581 - 所属主题：[[topics/439|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585588551212) - 本地资源：[[assets/images/260914_0825__监管__2858428448848581.jpg|2858428448848581]] ![[assets/images/260914_0825__监管__2858428448848581.jpg|1200]] ## 090. 2858428448842141 - 所属主题：[[topics/443|中国税务整顿引发创始人抛售谷份担忧]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585588521842) - 本地资源：[[assets/images/260914_0823_中国税务整顿引发创始人抛售谷份担忧__2858428448842141.jpg|2858428448842141]] ![[assets/images/260914_0823_中国税务整顿引发创始人抛售谷份担忧__2858428448842141.jpg|1200]] ## 091. 8858428448842442 - 所属主题：[[topics/447|#黑毛 #村田]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585588524522) - 本地资源：[[assets/images/260914_0822__黑毛 _村田__8858428448842442.jpg|8858428448842442]] ![[assets/images/260914_0822__黑毛 _村田__8858428448842442.jpg|1200]] ## 092. 8858428448842282 - 所属主题：[[topics/452|#村田]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585588522542) - 本地资源：[[assets/images/260914_0822__村田__8858428448842282.jpg|8858428448842282]] ![[assets/images/260914_0822__村田__8858428448842282.jpg|1200]] ## 093. 8858428448848822 - 所属主题：[[topics/458|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181188284244) - 本地资源：[[assets/images/260914_0821__Anthropic__8858428448848822.jpg|8858428448848822]] ![[assets/images/260914_0821__Anthropic__8858428448848822.jpg|1200]] ## 094. 5121451441141244 - 所属主题：[[topics/460|日韩 #市场 #亚太]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818811512141) - 本地资源：[[assets/images/260914_0821_日韩 _市场 _亚太__5121451441141244.jpg|5121451441141244]] ![[assets/images/260914_0821_日韩 _市场 _亚太__5121451441141244.jpg|1200]] ## 095. 1525145115512812 - 所属主题：[[topics/464|#中美关系 #汽车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818811518821) - 本地资源：[[assets/images/260914_0821__中美关系 _汽车__1525145115512812.jpg|1525145115512812]] ![[assets/images/260914_0821__中美关系 _汽车__1525145115512812.jpg|1200]] ## 096. 1525145115512412 - 所属主题：[[topics/467|#中美关系 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181188282484) - 本地资源：[[assets/images/260914_0820__中美关系 _AI__1525145115512412.jpg|1525145115512412]] ![[assets/images/260914_0820__中美关系 _AI__1525145115512412.jpg|1200]] ## 097. 8858428448845812 - 所属主题：[[topics/470|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818811515252) - 本地资源：[[assets/images/260914_0820__AI__8858428448845812.jpg|8858428448845812]] ![[assets/images/260914_0820__AI__8858428448845812.jpg|1200]] ## 098. 2858428448821811 - 所属主题：[[topics/471|#军工 #激光武器]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181188282154) - 本地资源：[[assets/images/260914_0820__军工 _激光武器__2858428448821811.jpg|2858428448821811]] ![[assets/images/260914_0820__军工 _激光武器__2858428448821811.jpg|1200]] ## 099. 4848258228851888 - 所属主题：[[topics/475|#野村 #EML #CW]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818811422158) - 本地资源：[[assets/images/260914_0820__野村 _EML _CW__4848258228851888.jpg|4848258228851888]] ![[assets/images/260914_0820__野村 _EML _CW__4848258228851888.jpg|1200]] ## 100. 5121451441158114 - 所属主题：[[topics/475|#野村 #EML #CW]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818811422158) - 本地资源：[[assets/images/260914_0820__野村 _EML _CW__5121451441158114.jpg|5121451441158114]] ![[assets/images/260914_0820__野村 _EML _CW__5121451441158114.jpg|1200]] ## 101. 8858428448821542 - 所属主题：[[topics/479|美国谷指期货开盘 #股指]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818811544812) - 本地资源：[[assets/images/260914_0819_美国谷指期货开盘 _股指__8858428448821542.jpg|8858428448821542]] ![[assets/images/260914_0819_美国谷指期货开盘 _股指__8858428448821542.jpg|1200]] ## 102. 1525145115548212 - 所属主题：[[topics/481|#中美关系 #AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818811542882) - 本地资源：[[assets/images/260914_0819__中美关系 _AI安全__1525145115548212.jpg|1525145115548212]] ![[assets/images/260914_0819__中美关系 _AI安全__1525145115548212.jpg|1200]] ## 103. 5121451441158224 - 所属主题：[[topics/483|#AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585588215882) - 本地资源：[[assets/images/260914_0819__AI安全__5121451441158224.jpg|5121451441158224]] ![[assets/images/260914_0819__AI安全__5121451441158224.jpg|1200]] ## 104. 1525145115548222 - 所属主题：[[topics/485|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818811428258) - 本地资源：[[assets/images/260914_0819__监管__1525145115548222.jpg|1525145115548222]] ![[assets/images/260914_0819__监管__1525145115548222.jpg|1200]] ## 105. 2858428448824111 - 所属主题：[[topics/487|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181188241544) - 本地资源：[[assets/images/260914_0819__市场__2858428448824111.jpg|2858428448824111]] ![[assets/images/260914_0819__市场__2858428448824111.jpg|1200]] ## 106. 1525145115541842 - 所属主题：[[topics/489|原油开盘上涨 #原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818811428858) - 本地资源：[[assets/images/260914_0818_原油开盘上涨 _原油__1525145115541842.jpg|1525145115541842]] ![[assets/images/260914_0818_原油开盘上涨 _原油__1525145115541842.jpg|1200]] ## 107. 4848258228852218 - 所属主题：[[topics/491|#伊朗 #霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818812285111) - 本地资源：[[assets/images/260914_0818__伊朗 _霍尔木兹海峡__4848258228852218.jpg|4848258228852218]] ![[assets/images/260914_0818__伊朗 _霍尔木兹海峡__4848258228852218.jpg|1200]] ## 108. 1525145115541122 - 所属主题：[[topics/494|#美英关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818812285221) - 本地资源：[[assets/images/260914_0818__美英关系__1525145115541122.jpg|1525145115541122]] ![[assets/images/260914_0818__美英关系__1525145115541122.jpg|1200]] ## 109. 5121451441154514 - 所属主题：[[topics/499|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181185524884) - 本地资源：[[assets/images/260914_0817__Anthropic__5121451441154514.jpg|5121451441154514]] ![[assets/images/260914_0817__Anthropic__5121451441154514.jpg|1200]] ## 110. 5121451441154184 - 所属主题：[[topics/501|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818812254441) - 本地资源：[[assets/images/260914_0817__AI__5121451441154184.jpg|5121451441154184]] ![[assets/images/260914_0817__AI__5121451441154184.jpg|1200]] ## 111. 1525145115541582 - 所属主题：[[topics/503|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818815542518) - 本地资源：[[assets/images/260914_0817__美国__1525145115541582.jpg|1525145115541582]] ![[assets/images/260914_0817__美国__1525145115541582.jpg|1200]] ## 112. 4848258228852888 - 所属主题：[[topics/505|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818815542828) - 本地资源：[[assets/images/260914_0817__Anthropic__4848258228852888.jpg|4848258228852888]] ![[assets/images/260914_0817__Anthropic__4848258228852888.jpg|1200]] ## 113. 5121451441154284 - 所属主题：[[topics/507|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818815545828) - 本地资源：[[assets/images/260914_0817__美联储__5121451441154284.jpg|5121451441154284]] ![[assets/images/260914_0817__美联储__5121451441154284.jpg|1200]] ## 114. 1525145115544512 - 所属主题：[[topics/509|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818815545488) - 本地资源：[[assets/images/260914_0816__原油__1525145115544512.jpg|1525145115544512]] ![[assets/images/260914_0816__原油__1525145115544512.jpg|1200]] ## 115. 4848258228855848 - 所属主题：[[topics/512|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181185521414) - 本地资源：[[assets/images/260914_0816__彭博新闻 _市场__4848258228855848.jpg|4848258228855848]] ![[assets/images/260914_0816__彭博新闻 _市场__4848258228855848.jpg|1200]] ## 116. 4848258228858118 - 所属主题：[[topics/515|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585584425212) - 本地资源：[[assets/images/260914_0816__市场__4848258228858118.jpg|4848258228858118]] ![[assets/images/260914_0816__市场__4848258228858118.jpg|1200]] ## 117. 4848258228858188 - 所属主题：[[topics/516|#中美关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585584588842) - 本地资源：[[assets/images/260914_0816__中美关系__4848258228858188.jpg|4848258228858188]] ![[assets/images/260914_0816__中美关系__4848258228858188.jpg|1200]] ## 118. 8858428448828412 - 所属主题：[[topics/518|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181185188584) - 本地资源：[[assets/images/260914_0815__美联储__8858428448828412.jpg|8858428448828412]] ![[assets/images/260914_0815__美联储__8858428448828412.jpg|1200]] ## 119. 1525145115284882 - 所属主题：[[topics/529|#杰华特]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818812815452) - 本地资源：[[assets/images/260914_0814__杰华特__1525145115284882.jpg|1525145115284882]] ![[assets/images/260914_0814__杰华特__1525145115284882.jpg|1200]] ## 120. 5121451441285824 - 所属主题：[[topics/531|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585584582212) - 本地资源：[[assets/images/260914_0814__AI__5121451441285824.jpg|5121451441285824]] ![[assets/images/260914_0814__AI__5121451441285824.jpg|1200]] ## 121. 4848258228415558 - 所属主题：[[topics/536|‼️【AI安全事件点评：全球AI巨头罕见形成“安全优先”共识，AI治理产业链有望迎来重估】 周末AI行业最大的变量OpenAI、Anthropic等头部公司开始]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585584511582) - 本地资源：[[assets/images/260914_0813_‼️【AI安全事件点评：全球AI巨头罕见形成“安全优先”共识，AI治理产业链有望迎来重估】 周末AI__4848258228415558.jpg|4848258228415558]] ![[assets/images/260914_0813_‼️【AI安全事件点评：全球AI巨头罕见形成“安全优先”共识，AI治理产业链有望迎来重估】 周末AI__4848258228415558.jpg|1200]] ## 122. 2858428448515421 - 所属主题：[[topics/548|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818812821541) - 本地资源：[[assets/images/260914_0811__PCB__2858428448515421.jpg|2858428448515421]] ![[assets/images/260914_0811__PCB__2858428448515421.jpg|1200]] ## 123. 8858428448515252 - 所属主题：[[topics/551|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818815855148) - 本地资源：[[assets/images/260914_0811__AI__8858428448515252.jpg|8858428448515252]] ![[assets/images/260914_0811__AI__8858428448515252.jpg|1200]] ## 124. 5121451441282514 - 所属主题：[[topics/551|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818815855148) - 本地资源：[[assets/images/260914_0811__AI__5121451441282514.jpg|5121451441282514]] ![[assets/images/260914_0811__AI__5121451441282514.jpg|1200]] ## 125. 4848258228414828 - 所属主题：[[topics/553|#美联储]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818812822222) - 本地资源：[[assets/images/260914_0811__美联储__4848258228414828.jpg|4848258228414828]] ![[assets/images/260914_0811__美联储__4848258228414828.jpg|1200]] ## 126. 5121451441282114 - 所属主题：[[topics/556|【广发金工】最新主动权益基金主动增减仓数据跟踪，截止至0911，最新的数据模拟显示，相对0630持仓，偏股型基金整体在一级行业上看相对加仓电子、计算机、机械设备]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585584544252) - 本地资源：[[assets/images/260914_0811_【广发金工】最新主动权益基金主动增减仓数据跟踪，截止至0911，最新的数据模拟显示，相对0630持仓__5121451441282114.jpg|5121451441282114]] ![[assets/images/260914_0811_【广发金工】最新主动权益基金主动增减仓数据跟踪，截止至0911，最新的数据模拟显示，相对0630持仓__5121451441282114.jpg|1200]] ## 127. 1525145115282252 - 所属主题：[[topics/560|#广发 #国庆]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818812514542) - 本地资源：[[assets/images/260914_0810__广发 _国庆__1525145115282252.jpg|1525145115282252]] ![[assets/images/260914_0810__广发 _国庆__1525145115282252.jpg|1200]] ## 128. 8858428448541122 - 所属主题：[[topics/562|#资产配置]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818812512182) - 本地资源：[[assets/images/260914_0810__资产配置__8858428448541122.jpg|8858428448541122]] ![[assets/images/260914_0810__资产配置__8858428448541122.jpg|1200]] ## 129. 4848258228421218 - 所属主题：[[topics/564|#中信证券 #加息]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818812512212) - 本地资源：[[assets/images/260914_0810__中信证券 _加息__4848258228421218.jpg|4848258228421218]] ![[assets/images/260914_0810__中信证券 _加息__4848258228421218.jpg|1200]] ## 130. 1525145115211812 - 所属主题：[[topics/566|#兴证 #煤炭]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818815418518) - 本地资源：[[assets/images/260914_0810__兴证 _煤炭__1525145115211812.jpg|1525145115211812]] ![[assets/images/260914_0810__兴证 _煤炭__1525145115211812.jpg|1200]] ## 131. 2858428448544411 - 所属主题：[[topics/570|#霍尔木兹海峡]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585584285252) - 本地资源：[[assets/images/260914_0809__霍尔木兹海峡__2858428448544411.jpg|2858428448544411]] ![[assets/images/260914_0809__霍尔木兹海峡__2858428448544411.jpg|1200]]