---
date: 2026-09-15
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-09-15 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. 5121451845542554

- 所属主题：[[topics/020|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522541551484)
- 本地资源：[[assets/images/260915_2221__小光__5121451845542554.jpg|5121451845542554]]

![[assets/images/260915_2221__小光__5121451845542554.jpg|1200]]

## 002. 4848258125524858

- 所属主题：[[topics/021|#OpenAI #AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425422415445552)
- 本地资源：[[assets/images/260915_2220__OpenAI _AI安全__4848258125524858.jpg|4848258125524858]]

![[assets/images/260915_2220__OpenAI _AI安全__4848258125524858.jpg|1200]]

## 003. 2858428142245541

- 所属主题：[[topics/022|#Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258255248228552)
- 本地资源：[[assets/images/260915_2220__Meta__2858428142245541.jpg|2858428142245541]]

![[assets/images/260915_2220__Meta__2858428142245541.jpg|1200]]

## 004. 4848258125552158

- 所属主题：[[topics/023|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255248281281)
- 本地资源：[[assets/images/260915_2219__原油__4848258125552158.jpg|4848258125552158]]

![[assets/images/260915_2219__原油__4848258125552158.jpg|1200]]

## 005. 1525145814448222

- 所属主题：[[topics/023|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255248281281)
- 本地资源：[[assets/images/260915_2219__原油__1525145814448222.jpg|1525145814448222]]

![[assets/images/260915_2219__原油__1525145814448222.jpg|1200]]

## 006. 1525145814588822

- 所属主题：[[topics/024|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522541515484)
- 本地资源：[[assets/images/260915_2218__美国__1525145814588822.jpg|1525145814588822]]

![[assets/images/260915_2218__美国__1525145814588822.jpg|1200]]

## 007. 1525145814444882

- 所属主题：[[topics/024|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522541515484)
- 本地资源：[[assets/images/260915_2218__美国__1525145814444882.jpg|1525145814444882]]

![[assets/images/260915_2218__美国__1525145814444882.jpg|1200]]

## 008. 5121451845188544

- 所属主题：[[topics/025|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544528588158)
- 本地资源：[[assets/images/260915_2217__英伟达__5121451845188544.jpg|5121451845188544]]

![[assets/images/260915_2217__英伟达__5121451845188544.jpg|1200]]

## 009. 8858428142811252

- 所属主题：[[topics/026|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255248285181)
- 本地资源：[[assets/images/260915_2217__原油__8858428142811252.jpg|8858428142811252]]

![[assets/images/260915_2217__原油__8858428142811252.jpg|1200]]

## 010. 5121451845185424

- 所属主题：[[topics/034|#美国 #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544528545128)
- 本地资源：[[assets/images/260915_2215__美国 _国债__5121451845185424.jpg|5121451845185424]]

![[assets/images/260915_2215__美国 _国债__5121451845185424.jpg|1200]]

## 011. 2858428142812441

- 所属主题：[[topics/034|#美国 #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544528545128)
- 本地资源：[[assets/images/260915_2215__美国 _国债__2858428142812441.jpg|2858428142812441]]

![[assets/images/260915_2215__美国 _国债__2858428142812441.jpg|1200]]

## 012. 5121451845185584

- 所属主题：[[topics/035|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544528545148)
- 本地资源：[[assets/images/260915_2214__市场__5121451845185584.jpg|5121451845185584]]

![[assets/images/260915_2214__市场__5121451845185584.jpg|1200]]

## 013. 5121451845185514

- 所属主题：[[topics/036|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522541521484)
- 本地资源：[[assets/images/260915_2214__原油__5121451845185514.jpg|5121451845185514]]

![[assets/images/260915_2214__原油__5121451845185514.jpg|1200]]

## 014. 5121451845185124

- 所属主题：[[topics/038|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425422415425412)
- 本地资源：[[assets/images/260915_2214__伊朗__5121451845185124.jpg|5121451845185124]]

![[assets/images/260915_2214__伊朗__5121451845185124.jpg|1200]]

## 015. 4848258125818118

- 所属主题：[[topics/041|据生意社监测，炭黑2026年9月15日最新价格12778.57元/吨，最近5天上涨29.26%，10天上涨32.72%，20天上涨 43.35%，30天上涨50]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522541521244)
- 本地资源：[[assets/images/260915_2214_据生意社监测，炭黑2026年9月15日最新价格12778.57元 吨，最近5天上涨29.26%，10__4848258125818118.jpg|4848258125818118]]

![[assets/images/260915_2214_据生意社监测，炭黑2026年9月15日最新价格12778.57元 吨，最近5天上涨29.26%，10__4848258125818118.jpg|1200]]

## 016. 5121451845181824

- 所属主题：[[topics/044|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255248255181)
- 本地资源：[[assets/images/260915_2213__市场__5121451845181824.jpg|5121451845181824]]

![[assets/images/260915_2213__市场__5121451845181824.jpg|1200]]

## 017. 1525145815514812

- 所属主题：[[topics/068|#壁仞科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258255222441142)
- 本地资源：[[assets/images/260915_2029__壁仞科技__1525145815514812.jpg|1525145815514812]]

![[assets/images/260915_2029__壁仞科技__1525145815514812.jpg|1200]]

## 018. 4848258128825148

- 所属主题：[[topics/069|#字节跳动]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255222441421)
- 本地资源：[[assets/images/260915_2029__字节跳动__4848258128825148.jpg|4848258128825148]]

![[assets/images/260915_2029__字节跳动__4848258128825148.jpg|1200]]

## 019. 8858428148842482

- 所属主题：[[topics/070|#储能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522555448584)
- 本地资源：[[assets/images/260915_2029__储能__8858428148842482.jpg|8858428148842482]]

![[assets/images/260915_2029__储能__8858428148842482.jpg|1200]]

## 020. 4848258128828258

- 所属主题：[[topics/071|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258255222441522)
- 本地资源：[[assets/images/260915_2028__市场__4848258128828258.jpg|4848258128828258]]

![[assets/images/260915_2028__市场__4848258128828258.jpg|1200]]

## 021. 8858428148848212

- 所属主题：[[topics/072|#白毛 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255222444141)
- 本地资源：[[assets/images/260915_2028__白毛 _存储__8858428148848212.jpg|8858428148848212]]

![[assets/images/260915_2028__白毛 _存储__8858428148848212.jpg|1200]]

## 022. 4848258128828428

- 所属主题：[[topics/073|#氧化皓]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555225528)
- 本地资源：[[assets/images/260915_2027__氧化皓__4848258128828428.jpg|4848258128828428]]

![[assets/images/260915_2027__氧化皓__4848258128828428.jpg|1200]]

## 023. 4848258128828448

- 所属主题：[[topics/074|他排除了利通，那说的大概就是宏景了。宏景Q2有1亿]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555225548)
- 本地资源：[[assets/images/260915_2027_他排除了利通，那说的大概就是宏景了。宏景Q2有1亿__4848258128828448.jpg|4848258128828448]]

![[assets/images/260915_2027_他排除了利通，那说的大概就是宏景了。宏景Q2有1亿__4848258128828448.jpg|1200]]

## 024. 8858428148845122

- 所属主题：[[topics/075|#电子布 #CCL]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522555441814)
- 本地资源：[[assets/images/260915_2026__电子布 _CCL__8858428148845122.jpg|8858428148845122]]

![[assets/images/260915_2026__电子布 _CCL__8858428148845122.jpg|1200]]

## 025. 1525145815512842

- 所属主题：[[topics/076|#钢铁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555224118)
- 本地资源：[[assets/images/260915_2026__钢铁__1525145815512842.jpg|1525145815512842]]

![[assets/images/260915_2026__钢铁__1525145815512842.jpg|1200]]

## 026. 5121451841142444

- 所属主题：[[topics/077|#跨境游]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555224228)
- 本地资源：[[assets/images/260915_2025__跨境游__5121451841142444.jpg|5121451841142444]]

![[assets/images/260915_2025__跨境游__5121451841142444.jpg|1200]]

## 027. 8858428148845222

- 所属主题：[[topics/078|#中伊关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425422444112422)
- 本地资源：[[assets/images/260915_2025__中伊关系__8858428148845222.jpg|8858428148845222]]

![[assets/images/260915_2025__中伊关系__8858428148845222.jpg|1200]]

## 028. 1525145815512442

- 所属主题：[[topics/079|#融资]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555224888)
- 本地资源：[[assets/images/260915_2025__融资__1525145815512442.jpg|1525145815512442]]

![[assets/images/260915_2025__融资__1525145815512442.jpg|1200]]

## 029. 2858428148824141

- 所属主题：[[topics/080|【仅16127.17亿元！A股两市成交额创年内新低】财联社9月15日电，据财联社盯盘数据显示，截至收盘，沪深两市全天成交额16127.17亿元，较上一日缩量16]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425422444144852)
- 本地资源：[[assets/images/260915_2023_【仅16127.17亿元！A股两市成交额创年内新低】财联社9月15日电，据财联社盯盘数据显示，截至收__2858428148824141.jpg|2858428148824141]]

![[assets/images/260915_2023_【仅16127.17亿元！A股两市成交额创年内新低】财联社9月15日电，据财联社盯盘数据显示，截至收__2858428148824141.jpg|1200]]

## 030. 4848258128852258

- 所属主题：[[topics/081|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522555451414)
- 本地资源：[[assets/images/260915_2022__OpenAI__4848258128852258.jpg|4848258128852258]]

![[assets/images/260915_2022__OpenAI__4848258128852258.jpg|1200]]

## 031. 8858428148822282

- 所属主题：[[topics/082|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555258528)
- 本地资源：[[assets/images/260915_2022__市场__8858428148822282.jpg|8858428148822282]]

![[assets/images/260915_2022__市场__8858428148822282.jpg|1200]]

## 032. 5121451841155514

- 所属主题：[[topics/082|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555258528)
- 本地资源：[[assets/images/260915_2022__市场__5121451841155514.jpg|5121451841155514]]

![[assets/images/260915_2022__市场__5121451841155514.jpg|1200]]

## 033. 5121451841154584

- 所属主题：[[topics/082|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555258528)
- 本地资源：[[assets/images/260915_2022__市场__5121451841154584.jpg|5121451841154584]]

![[assets/images/260915_2022__市场__5121451841154584.jpg|1200]]

## 034. 4848258128852518

- 所属主题：[[topics/083|#长江存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258255222428822)
- 本地资源：[[assets/images/260915_2022__长江存储__4848258128852518.jpg|4848258128852518]]

![[assets/images/260915_2022__长江存储__4848258128852518.jpg|1200]]

## 035. 5121451841154554

- 所属主题：[[topics/084|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255222428851)
- 本地资源：[[assets/images/260915_2022__AI__5121451841154554.jpg|5121451841154554]]

![[assets/images/260915_2022__AI__5121451841154554.jpg|1200]]

## 036. 5121451841154514

- 所属主题：[[topics/085|#高盛 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555258488)
- 本地资源：[[assets/images/260915_2021__高盛 _韩股__5121451841154514.jpg|5121451841154514]]

![[assets/images/260915_2021__高盛 _韩股__5121451841154514.jpg|1200]]

## 037. 8858428148824282

- 所属主题：[[topics/086|复盘数据/市场情绪 1.美联储议息会议本周即将落地（周四），中东冲突抬高油价。A股今日乏善可陈，行情缩量，板块题材持续性偏弱，近期交易难度持续提高。 2.市场冲]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522555452884)
- 本地资源：[[assets/images/260915_2021_复盘数据 市场情绪 1.美联储议息会议本周即将落地（周四），中东冲突抬高油价。A股今日乏善可陈，行情__8858428148824282.jpg|8858428148824282]]

![[assets/images/260915_2021_复盘数据 市场情绪 1.美联储议息会议本周即将落地（周四），中东冲突抬高油价。A股今日乏善可陈，行情__8858428148824282.jpg|1200]]

## 038. 5121451841155544

- 所属主题：[[topics/087|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255222425411)
- 本地资源：[[assets/images/260915_2021__市场__5121451841155544.jpg|5121451841155544]]

![[assets/images/260915_2021__市场__5121451841155544.jpg|1200]]

## 039. 1525145815544282

- 所属主题：[[topics/088|#行业 #兴证]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555281818)
- 本地资源：[[assets/images/260915_2020__行业 _兴证__1525145815544282.jpg|1525145815544282]]

![[assets/images/260915_2020__行业 _兴证__1525145815544282.jpg|1200]]

## 040. 8858428148822582

- 所属主题：[[topics/089|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555281888)
- 本地资源：[[assets/images/260915_2020__三星__8858428148822582.jpg|8858428148822582]]

![[assets/images/260915_2020__三星__8858428148822582.jpg|1200]]

## 041. 4848258128858118

- 所属主题：[[topics/090|#黑毛 #英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522555418254)
- 本地资源：[[assets/images/260915_2019__黑毛 _英伟达__4848258128858118.jpg|4848258128858118]]

![[assets/images/260915_2019__黑毛 _英伟达__4848258128858118.jpg|1200]]

## 042. 8858428148828142

- 所属主题：[[topics/091|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258255222481582)
- 本地资源：[[assets/images/260915_2019__三星__8858428148828142.jpg|8858428148828142]]

![[assets/images/260915_2019__三星__8858428148828142.jpg|1200]]

## 043. 2858428148828481

- 所属主题：[[topics/092|#肯尼亚 #矿]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521522555582524)
- 本地资源：[[assets/images/260915_2019__肯尼亚 _矿__2858428148828481.jpg|2858428148828481]]

![[assets/images/260915_2019__肯尼亚 _矿__2858428148828481.jpg|1200]]

## 044. 1525145815545152

- 所属主题：[[topics/093|#加息]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548544555514818)
- 本地资源：[[assets/images/260915_2019__加息__1525145815545152.jpg|1525145815545152]]

![[assets/images/260915_2019__加息__1525145815545152.jpg|1200]]

## 045. 1525145844424522

- 所属主题：[[topics/124|#霍尔木兹海峡 #伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255282285121)
- 本地资源：[[assets/images/260915_1451__霍尔木兹海峡 _伊朗__1525145844424522.jpg|1525145844424522]]

![[assets/images/260915_1451__霍尔木兹海峡 _伊朗__1525145844424522.jpg|1200]]

## 046. 1525145844515882

- 所属主题：[[topics/127|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258255288114551)
- 本地资源：[[assets/images/260915_1431__市场__1525145844515882.jpg|1525145844515882]]

![[assets/images/260915_1431__市场__1525145844515882.jpg|1200]]

## 047. 4848258155828148

- 所属主题：[[topics/128|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425422455884252)
- 本地资源：[[assets/images/260915_1431__市场__4848258155828148.jpg|4848258155828148]]

![[assets/images/260915_1431__市场__4848258155828148.jpg|1200]]

## 048. 2858428122588221

- 所属主题：[[topics/136|NV、ASIC、AMD产品材料供应商梳理]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812558111582)
- 本地资源：[[assets/images/260915_1403_NV、ASIC、AMD产品材料供应商梳理__2858428122588221.jpg|2858428122588221]]

![[assets/images/260915_1403_NV、ASIC、AMD产品材料供应商梳理__2858428122588221.jpg|1200]]

## 049. 1525145844255582

- 所属主题：[[topics/140|#国金 #潮玩]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812558114221)
- 本地资源：[[assets/images/260915_1403__国金 _潮玩__1525145844255582.jpg|1525145844255582]]

![[assets/images/260915_1403__国金 _潮玩__1525145844255582.jpg|1200]]

## 050. 4848258155445448

- 所属主题：[[topics/151|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812558412821)
- 本地资源：[[assets/images/260915_1356__市场__4848258155445448.jpg|4848258155445448]]

![[assets/images/260915_1356__市场__4848258155445448.jpg|1200]]

## 051. 8858428122558122

- 所属主题：[[topics/152|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185221485214)
- 本地资源：[[assets/images/260915_1356__存储__8858428122558122.jpg|8858428122558122]]

![[assets/images/260915_1356__存储__8858428122558122.jpg|1200]]

## 052. 8858428122558552

- 所属主题：[[topics/153|日本提高军费开支，利好光刻胶]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812558418411)
- 本地资源：[[assets/images/260915_1356_日本提高军费开支，利好光刻胶__8858428122558552.jpg|8858428122558552]]

![[assets/images/260915_1356_日本提高军费开支，利好光刻胶__8858428122558552.jpg|1200]]

## 053. 1525145844222882

- 所属主题：[[topics/154|#日本 #GDP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425584225182822)
- 本地资源：[[assets/images/260915_1355__日本 _GDP__1525145844222882.jpg|1525145844222882]]

![[assets/images/260915_1355__日本 _GDP__1525145844222882.jpg|1200]]

## 054. 5121451851851554

- 所属主题：[[topics/159|TrendForce：“GPU 并不是瓶颈。” DRAM、HDD 和 ABF 才是短缺所在，正是这些短缺阻碍了更多 HPC 芯片的出货]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425584225111122)
- 本地资源：[[assets/images/260915_1354_TrendForce：“GPU 并不是瓶颈。” DRAM、HDD 和 ABF 才是短缺所在，正是这些__5121451851851554.jpg|5121451851851554]]

![[assets/images/260915_1354_TrendForce：“GPU 并不是瓶颈。” DRAM、HDD 和 ABF 才是短缺所在，正是这些__5121451851851554.jpg|1200]]

## 055. 8858428128111182

- 所属主题：[[topics/159|TrendForce：“GPU 并不是瓶颈。” DRAM、HDD 和 ABF 才是短缺所在，正是这些短缺阻碍了更多 HPC 芯片的出货]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425584225111122)
- 本地资源：[[assets/images/260915_1354_TrendForce：“GPU 并不是瓶颈。” DRAM、HDD 和 ABF 才是短缺所在，正是这些__8858428128111182.jpg|8858428128111182]]

![[assets/images/260915_1354_TrendForce：“GPU 并不是瓶颈。” DRAM、HDD 和 ABF 才是短缺所在，正是这些__8858428128111182.jpg|1200]]

## 056. 2858428128128251

- 所属主题：[[topics/165|#广发 #经济数据]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812558442411)
- 本地资源：[[assets/images/260915_1353__广发 _经济数据__2858428128128251.jpg|2858428128128251]]

![[assets/images/260915_1353__广发 _经济数据__2858428128128251.jpg|1200]]

## 057. 4848258158514488

- 所属主题：[[topics/168|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812555154222)
- 本地资源：[[assets/images/260915_1317__小光__4848258158514488.jpg|4848258158514488]]

![[assets/images/260915_1317__小光__4848258158514488.jpg|1200]]

## 058. 1525145845418812

- 所属主题：[[topics/170|#电子布]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185222825854)
- 本地资源：[[assets/images/260915_1316__电子布__1525145845418812.jpg|1525145845418812]]

![[assets/images/260915_1316__电子布__1525145845418812.jpg|1200]]

## 059. 8858428128241122

- 所属主题：[[topics/171|#AI手机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555158141)
- 本地资源：[[assets/images/260915_1316__AI手机__8858428128241122.jpg|8858428128241122]]

![[assets/images/260915_1316__AI手机__8858428128241122.jpg|1200]]

## 060. 5121451851548484

- 所属主题：[[topics/172|VC/均热板或热管理飞荣达（300602）：热管理器件较全（含VC均温板、热管、模组等）领益智造（002600）：多种材质VC（铜、不锈钢、钛合金等）苏州天脉（]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555158211)
- 本地资源：[[assets/images/260915_1315_VC 均热板或热管理飞荣达（300602）：热管理器件较全（含VC均温板、热管、模组等）领益智造（0__5121451851548484.jpg|5121451851548484]]

![[assets/images/260915_1315_VC 均热板或热管理飞荣达（300602）：热管理器件较全（含VC均温板、热管、模组等）领益智造（0__5121451851548484.jpg|1200]]

## 061. 2858428128241421

- 所属主题：[[topics/173|#金融数据]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555158821)
- 本地资源：[[assets/images/260915_1315__金融数据__2858428128241421.jpg|2858428128241421]]

![[assets/images/260915_1315__金融数据__2858428128241421.jpg|1200]]

## 062. 1525145845418142

- 所属主题：[[topics/174|#广汽集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425584222825212)
- 本地资源：[[assets/images/260915_1315__广汽集团__1525145845418142.jpg|1525145845418142]]

![[assets/images/260915_1315__广汽集团__1525145845418142.jpg|1200]]

## 063. 8858428128244482

- 所属主题：[[topics/175|#电影]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812555411152)
- 本地资源：[[assets/images/260915_1314__电影__8858428128244482.jpg|8858428128244482]]

![[assets/images/260915_1314__电影__8858428128244482.jpg|1200]]

## 064. 5121451851544424

- 所属主题：[[topics/176|#字节跳动]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185222488544)
- 本地资源：[[assets/images/260915_1314__字节跳动__5121451851544424.jpg|5121451851544424]]

![[assets/images/260915_1314__字节跳动__5121451851544424.jpg|1200]]

## 065. 8858428128244812

- 所属主题：[[topics/177|中国市场对驴肉和阿胶的需求，正在巴基斯坦催生一个新兴的毛驴产业。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425584222188522)
- 本地资源：[[assets/images/260915_1314_中国市场对驴肉和阿胶的需求，正在巴基斯坦催生一个新兴的毛驴产业。__8858428128244812.jpg|8858428128244812]]

![[assets/images/260915_1314_中国市场对驴肉和阿胶的需求，正在巴基斯坦催生一个新兴的毛驴产业。__8858428128244812.jpg|1200]]

## 066. 2858428128244521

- 所属主题：[[topics/178|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555412451)
- 本地资源：[[assets/images/260915_1313__AI__2858428128244521.jpg|2858428128244521]]

![[assets/images/260915_1313__AI__2858428128244521.jpg|1200]]

## 067. 8858428128244552

- 所属主题：[[topics/179|#先正达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812555412222)
- 本地资源：[[assets/images/260915_1313__先正达__8858428128244552.jpg|8858428128244552]]

![[assets/images/260915_1313__先正达__8858428128244552.jpg|1200]]

## 068. 2858428128244541

- 所属主题：[[topics/179|#先正达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812555412222)
- 本地资源：[[assets/images/260915_1313__先正达__2858428128244541.jpg|2858428128244541]]

![[assets/images/260915_1313__先正达__2858428128244541.jpg|1200]]

## 069. 2858428128242121

- 所属主题：[[topics/180|#国新会 #十五五]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812555412882)
- 本地资源：[[assets/images/260915_1313__国新会 _十五五__2858428128242121.jpg|2858428128242121]]

![[assets/images/260915_1313__国新会 _十五五__2858428128242121.jpg|1200]]

## 070. 4848258158525158

- 所属主题：[[topics/181|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812555412522)
- 本地资源：[[assets/images/260915_1313__美国__4848258158525158.jpg|4848258158525158]]

![[assets/images/260915_1313__美国__4848258158525158.jpg|1200]]

## 071. 1525145845414112

- 所属主题：[[topics/182|#经济 #消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555415181)
- 本地资源：[[assets/images/260915_1312__经济 _消费__1525145845414112.jpg|1525145845414112]]

![[assets/images/260915_1312__经济 _消费__1525145845414112.jpg|1200]]

## 072. 2858428128248451

- 所属主题：[[topics/183|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555441421)
- 本地资源：[[assets/images/260915_1312__AI__2858428128248451.jpg|2858428128248451]]

![[assets/images/260915_1312__AI__2858428128248451.jpg|1200]]

## 073. 4848258158528888

- 所属主题：[[topics/184|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185222444244)
- 本地资源：[[assets/images/260915_1311__AI安全__4848258158528888.jpg|4848258158528888]]

![[assets/images/260915_1311__AI安全__4848258158528888.jpg|1200]]

## 074. 2858428128242451

- 所属主题：[[topics/184|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185222444244)
- 本地资源：[[assets/images/260915_1311__AI安全__2858428128242451.jpg|2858428128242451]]

![[assets/images/260915_1311__AI安全__2858428128242451.jpg|1200]]

## 075. 8858428128245112

- 所属主题：[[topics/185|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185222441584)
- 本地资源：[[assets/images/260915_1310__存储__8858428128245112.jpg|8858428128245112]]

![[assets/images/260915_1310__存储__8858428128245112.jpg|1200]]

## 076. 5121451851542544

- 所属主题：[[topics/186|#中岩大地]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185222442444)
- 本地资源：[[assets/images/260915_1309__中岩大地__5121451851542544.jpg|5121451851542544]]

![[assets/images/260915_1309__中岩大地__5121451851542544.jpg|1200]]

## 077. 1525145845412452

- 所属主题：[[topics/187|#财通 #城投]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425584222112122)
- 本地资源：[[assets/images/260915_1309__财通 _城投__1525145845412452.jpg|1525145845412452]]

![[assets/images/260915_1309__财通 _城投__1525145845412452.jpg|1200]]

## 078. 5121451851558514

- 所属主题：[[topics/190|【华正新材】定增回复函，披露7-8月合计3.55亿利润，之前我们更新过7月单月净利润1.5亿利润，则反推8月超2亿利润。 利润beat，后续我们还是更新高端化的]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425584222148512)
- 本地资源：[[assets/images/260915_1309_【华正新材】定增回复函，披露7-8月合计3.55亿利润，之前我们更新过7月单月净利润1.5亿利润，则__5121451851558514.jpg|5121451851558514]]

![[assets/images/260915_1309_【华正新材】定增回复函，披露7-8月合计3.55亿利润，之前我们更新过7月单月净利润1.5亿利润，则__5121451851558514.jpg|1200]]

## 079. 5121451851558244

- 所属主题：[[topics/193|美林最新【航宇科技】深度报告目标价：50%上涨空间]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812555424412)
- 本地资源：[[assets/images/260915_1308_美林最新【航宇科技】深度报告目标价：50%上涨空间__5121451851558244.jpg|5121451851558244]]

![[assets/images/260915_1308_美林最新【航宇科技】深度报告目标价：50%上涨空间__5121451851558244.jpg|1200]]

## 080. 4848258158551848

- 所属主题：[[topics/193|美林最新【航宇科技】深度报告目标价：50%上涨空间]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258812555424412)
- 本地资源：[[assets/images/260915_1308_美林最新【航宇科技】深度报告目标价：50%上涨空间__4848258158551848.jpg|4848258158551848]]

![[assets/images/260915_1308_美林最新【航宇科技】深度报告目标价：50%上涨空间__4848258158551848.jpg|1200]]

## 081. 8858428128221582

- 所属主题：[[topics/196|#沥青]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185222455114)
- 本地资源：[[assets/images/260915_1308__沥青__8858428128221582.jpg|8858428128221582]]

![[assets/images/260915_1308__沥青__8858428128221582.jpg|1200]]

## 082. 2858428128224121

- 所属主题：[[topics/199|‼️【豆包手机事件点评：预约突破36万，AI Agent手机从“概念验证”正式走向大众爆款】 事件：截至9月15日9:30，京东数据显示，中兴通讯与字节跳动联合]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521185222451854)
- 本地资源：[[assets/images/260915_1308_‼️【豆包手机事件点评：预约突破36万，AI Agent手机从“概念验证”正式走向大众爆款】 事件：__2858428128224121.jpg|2858428128224121]]

![[assets/images/260915_1308_‼️【豆包手机事件点评：预约突破36万，AI Agent手机从“概念验证”正式走向大众爆款】 事件：__2858428128224121.jpg|1200]]

## 083. 2858428128224481

- 所属主题：[[topics/202|#申万 #社零数据]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548815444258248)
- 本地资源：[[assets/images/260915_1307__申万 _社零数据__2858428128224481.jpg|2858428128224481]]

![[assets/images/260915_1307__申万 _社零数据__2858428128224481.jpg|1200]]

## 084. 2858428128224241

- 所属主题：[[topics/204|#中信证券 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548815444254558)
- 本地资源：[[assets/images/260915_1307__中信证券 _房地产__2858428128224241.jpg|2858428128224241]]

![[assets/images/260915_1307__中信证券 _房地产__2858428128224241.jpg|1200]]

## 085. 4848258158552528

- 所属主题：[[topics/206|#海通 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555425821)
- 本地资源：[[assets/images/260915_1307__海通 _房地产__4848258158552528.jpg|4848258158552528]]

![[assets/images/260915_1307__海通 _房地产__4848258158552528.jpg|1200]]

## 086. 1525145845441422

- 所属主题：[[topics/210|#财通 #逆回购]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555481181)
- 本地资源：[[assets/images/260915_1307__财通 _逆回购__1525145845441422.jpg|1525145845441422]]

![[assets/images/260915_1307__财通 _逆回购__1525145845441422.jpg|1200]]

## 087. 5121451851555144

- 所属主题：[[topics/214|#申万 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548815444518418)
- 本地资源：[[assets/images/260915_1306__申万 _房地产__5121451851555144.jpg|5121451851555144]]

![[assets/images/260915_1306__申万 _房地产__5121451851555144.jpg|1200]]

## 088. 8858428128222852

- 所属主题：[[topics/218|#宁德时代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548815444514248)
- 本地资源：[[assets/images/260915_1306__宁德时代__8858428128222852.jpg|8858428128222852]]

![[assets/images/260915_1306__宁德时代__8858428128222852.jpg|1200]]

## 089. 4848258158558118

- 所属主题：[[topics/222|#天风 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258812555244111)
- 本地资源：[[assets/images/260915_1305__天风 _AI__4848258158558118.jpg|4848258158558118]]

![[assets/images/260915_1305__天风 _AI__4848258158558118.jpg|1200]]

## 090. 1525145845445842

- 所属主题：[[topics/225|#东北 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425584222411142)
- 本地资源：[[assets/images/260915_1305__东北 _房地产__1525145845445842.jpg|1525145845445842]]

![[assets/images/260915_1305__东北 _房地产__1525145845445842.jpg|1200]]

## 091. 4848258182258428

- 所属主题：[[topics/248|#半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181882821514)
- 本地资源：[[assets/images/260915_1045__半导体__4848258182258428.jpg|4848258182258428]]

![[assets/images/260915_1045__半导体__4848258182258428.jpg|1200]]

## 092. 2858428184482241

- 所属主题：[[topics/250|#渤海化学]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818114224488)
- 本地资源：[[assets/images/260915_1041__渤海化学__2858428184482241.jpg|2858428184482241]]

![[assets/images/260915_1041__渤海化学__2858428184482241.jpg|1200]]

## 093. 4848258182285528

- 所属主题：[[topics/251|#风能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818115421412)
- 本地资源：[[assets/images/260915_1040__风能__4848258182285528.jpg|4848258182285528]]

![[assets/images/260915_1040__风能__4848258182285528.jpg|1200]]

## 094. 4848258182285588

- 所属主题：[[topics/252|#贷款]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818114251518)
- 本地资源：[[assets/images/260915_1040__贷款__4848258182285588.jpg|4848258182285588]]

![[assets/images/260915_1040__贷款__4848258182285588.jpg|1200]]

## 095. 4848258182285548

- 所属主题：[[topics/253|风电异动 #风能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818115421282)
- 本地资源：[[assets/images/260915_1040_风电异动 _风能__4848258182285548.jpg|4848258182285548]]

![[assets/images/260915_1040_风电异动 _风能__4848258182285548.jpg|1200]]

## 096. 4848258182285828

- 所属主题：[[topics/254|#铜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181882458154)
- 本地资源：[[assets/images/260915_1040__铜__4848258182285828.jpg|4848258182285828]]

![[assets/images/260915_1040__铜__4848258182285828.jpg|1200]]

## 097. 5121451814415154

- 所属主题：[[topics/255|#时政]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818114251428)
- 本地资源：[[assets/images/260915_1040__时政__5121451814415154.jpg|5121451814415154]]

![[assets/images/260915_1040__时政__5121451814415154.jpg|1200]]

## 098. 1525145851154282

- 所属主题：[[topics/256|#房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818115422122)
- 本地资源：[[assets/images/260915_1039__房地产__1525145851154282.jpg|1525145851154282]]

![[assets/images/260915_1039__房地产__1525145851154282.jpg|1200]]

## 099. 8858428184542882

- 所属主题：[[topics/275|#成交额]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818142152212)
- 本地资源：[[assets/images/260915_0953__成交额__8858428184542882.jpg|8858428184542882]]

![[assets/images/260915_0953__成交额__8858428184542882.jpg|1200]]

## 100. 5121451814245284

- 所属主题：[[topics/276|#铜箔]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818142152251)
- 本地资源：[[assets/images/260915_0953__铜箔__5121451814245284.jpg|5121451814245284]]

![[assets/images/260915_0953__铜箔__5121451814245284.jpg|1200]]

## 101. 4848258182425488

- 所属主题：[[topics/277|#生意宝]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818142152822)
- 本地资源：[[assets/images/260915_0953__生意宝__4848258182425488.jpg|4848258182425488]]

![[assets/images/260915_0953__生意宝__4848258182425488.jpg|1200]]

## 102. 8858428184545452

- 所属主题：[[topics/278|#广发 #美联储 #加息]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818142422251)
- 本地资源：[[assets/images/260915_0951__广发 _美联储 _加息__8858428184545452.jpg|8858428184545452]]

![[assets/images/260915_0951__广发 _美联储 _加息__8858428184545452.jpg|1200]]

## 103. 2858428184545221

- 所属主题：[[topics/281|#中美关系 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818142422522)
- 本地资源：[[assets/images/260915_0951__中美关系 _AI__2858428184545221.jpg|2858428184545221]]

![[assets/images/260915_0951__中美关系 _AI__2858428184545221.jpg|1200]]

## 104. 5121451815851454

- 所属主题：[[topics/284|#钨]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585814245452)
- 本地资源：[[assets/images/260915_0930__钨__5121451815851454.jpg|5121451815851454]]

![[assets/images/260915_0930__钨__5121451815851454.jpg|1200]]

## 105. 2858428182128211

- 所属主题：[[topics/285|#昆虫级机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585814242542)
- 本地资源：[[assets/images/260915_0930__昆虫级机器人__2858428182128211.jpg|2858428182128211]]

![[assets/images/260915_0930__昆虫级机器人__2858428182128211.jpg|1200]]

## 106. 5121451815851144

- 所属主题：[[topics/286|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818125481818)
- 本地资源：[[assets/images/260915_0929__AI安全__5121451815851144.jpg|5121451815851144]]

![[assets/images/260915_0929__AI安全__5121451815851144.jpg|1200]]

## 107. 2858428182128881

- 所属主题：[[topics/287|#中美关系 #天然气]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818142584851)
- 本地资源：[[assets/images/260915_0929__中美关系 _天然气__2858428182128881.jpg|2858428182128881]]

![[assets/images/260915_0929__中美关系 _天然气__2858428182128881.jpg|1200]]

## 108. 2858428182128511

- 所属主题：[[topics/288|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585814254122)
- 本地资源：[[assets/images/260915_0929__AI__2858428182128511.jpg|2858428182128511]]

![[assets/images/260915_0929__AI__2858428182128511.jpg|1200]]

## 109. 5121451815852844

- 所属主题：[[topics/289|#原油 #航运]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181845215144)
- 本地资源：[[assets/images/260915_0929__原油 _航运__5121451815852844.jpg|5121451815852844]]

![[assets/images/260915_0929__原油 _航运__5121451815852844.jpg|1200]]

## 110. 8858428182125122

- 所属主题：[[topics/290|#华为]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818142588512)
- 本地资源：[[assets/images/260915_0929__华为__8858428182125122.jpg|8858428182125122]]

![[assets/images/260915_0929__华为__8858428182125122.jpg|1200]]

## 111. 8858428182181122

- 所属主题：[[topics/291|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181845212154)
- 本地资源：[[assets/images/260915_0928__ETF__8858428182181122.jpg|8858428182181122]]

![[assets/images/260915_0928__ETF__8858428182181122.jpg|1200]]

## 112. 5121451815818224

- 所属主题：[[topics/293|#东财 #煤炭]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181841855814)
- 本地资源：[[assets/images/260915_0927__东财 _煤炭__5121451815818224.jpg|5121451815818224]]

![[assets/images/260915_0927__东财 _煤炭__5121451815818224.jpg|1200]]

## 113. 5121451815588544

- 所属主题：[[topics/313|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818121828882)
- 本地资源：[[assets/images/260915_0906__红宝书__5121451815588544.jpg|5121451815588544]]

![[assets/images/260915_0906__红宝书__5121451815588544.jpg|1200]]

## 114. 1525145854481812

- 所属主题：[[topics/325|#农药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818121885582)
- 本地资源：[[assets/images/260915_0905__农药__1525145854481812.jpg|1525145854481812]]

![[assets/images/260915_0905__农药__1525145854481812.jpg|1200]]

## 115. 1525145854481252

- 所属主题：[[topics/328|#华创 #台湾 #AI材料]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818121854251)
- 本地资源：[[assets/images/260915_0905__华创 _台湾 _AI材料__1525145854481252.jpg|1525145854481252]]

![[assets/images/260915_0905__华创 _台湾 _AI材料__1525145854481252.jpg|1200]]

## 116. 1525145854484182

- 所属主题：[[topics/332|#申万 #TMT #拥挤度]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818151848888)
- 本地资源：[[assets/images/260915_0904__申万 _TMT _拥挤度__1525145854484182.jpg|1525145854484182]]

![[assets/images/260915_0904__申万 _TMT _拥挤度__1525145854484182.jpg|1200]]

## 117. 5121451815585544

- 所属主题：[[topics/337|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818151412148)
- 本地资源：[[assets/images/260915_0903__监管__5121451815585544.jpg|5121451815585544]]

![[assets/images/260915_0903__监管__5121451815585544.jpg|1200]]

## 118. 4848258185515258

- 所属主题：[[topics/337|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818151412148)
- 本地资源：[[assets/images/260915_0903__监管__4848258185515258.jpg|4848258185515258]]

![[assets/images/260915_0903__监管__4848258185515258.jpg|1200]]

## 119. 8858428182212252

- 所属主题：[[topics/340|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181858285254)
- 本地资源：[[assets/images/260915_0903__AI安全__8858428182212252.jpg|8858428182212252]]

![[assets/images/260915_0903__AI安全__8858428182212252.jpg|1200]]

## 120. 1525145854214242

- 所属主题：[[topics/374|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155281818)
- 本地资源：[[assets/images/260915_0826__小光__1525145854214242.jpg|1525145854214242]]

![[assets/images/260915_0826__小光__1525145854214242.jpg|1200]]

## 121. 4848258185424548

- 所属主题：[[topics/376|#VIX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844155852)
- 本地资源：[[assets/images/260915_0825__VIX__4848258185424548.jpg|4848258185424548]]

![[assets/images/260915_0825__VIX__4848258185424548.jpg|1200]]

## 122. 5121451815258844

- 所属主题：[[topics/377|十年期昨晚摸了5% #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122485851)
- 本地资源：[[assets/images/260915_0824_十年期昨晚摸了5% _国债__5121451815258844.jpg|5121451815258844]]

![[assets/images/260915_0824_十年期昨晚摸了5% _国债__5121451815258844.jpg|1200]]

## 123. 5121451815242224

- 所属主题：[[topics/377|十年期昨晚摸了5% #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122485851)
- 本地资源：[[assets/images/260915_0824_十年期昨晚摸了5% _国债__5121451815242224.jpg|5121451815242224]]

![[assets/images/260915_0824_十年期昨晚摸了5% _国债__5121451815242224.jpg|1200]]

## 124. 4848258185451128

- 所属主题：[[topics/378|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155284448)
- 本地资源：[[assets/images/260915_0824__市场__4848258185451128.jpg|4848258185451128]]

![[assets/images/260915_0824__市场__4848258185451128.jpg|1200]]

## 125. 5121451815258484

- 所属主题：[[topics/379|#亚太 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155241188)
- 本地资源：[[assets/images/260915_0824__亚太 _市场__5121451815258484.jpg|5121451815258484]]

![[assets/images/260915_0824__亚太 _市场__5121451815258484.jpg|1200]]

## 126. 8858428182521212

- 所属主题：[[topics/380|无新增 #监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844128542)
- 本地资源：[[assets/images/260915_0824_无新增 _监管__8858428182521212.jpg|8858428182521212]]

![[assets/images/260915_0824_无新增 _监管__8858428182521212.jpg|1200]]

## 127. 5121451815258414

- 所属主题：[[topics/380|无新增 #监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844128542)
- 本地资源：[[assets/images/260915_0824_无新增 _监管__5121451815258414.jpg|5121451815258414]]

![[assets/images/260915_0824_无新增 _监管__5121451815258414.jpg|1200]]

## 128. 4848258185451528

- 所属主题：[[topics/381|#英伟达 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818122452112)
- 本地资源：[[assets/images/260915_0823__英伟达 _AI__4848258185451528.jpg|4848258185451528]]

![[assets/images/260915_0823__英伟达 _AI__4848258185451528.jpg|1200]]

## 129. 4848258185452288

- 所属主题：[[topics/382|#天然气]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818122452452)
- 本地资源：[[assets/images/260915_0823__天然气__4848258185452288.jpg|4848258185452288]]

![[assets/images/260915_0823__天然气__4848258185452288.jpg|1200]]

## 130. 2858428182524241

- 所属主题：[[topics/383|#货币]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181855425524)
- 本地资源：[[assets/images/260915_0823__货币__2858428182524241.jpg|2858428182524241]]

![[assets/images/260915_0823__货币__2858428182524241.jpg|1200]]

## 131. 2858428182524221

- 所属主题：[[topics/384|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122458821)
- 本地资源：[[assets/images/260915_0823__三星__2858428182524221.jpg|2858428182524221]]

![[assets/images/260915_0823__三星__2858428182524221.jpg|1200]]

## 132. 1525145854241422

- 所属主题：[[topics/385|#VC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122458551)
- 本地资源：[[assets/images/260915_0823__VC__1525145854241422.jpg|1525145854241422]]

![[assets/images/260915_0823__VC__1525145854241422.jpg|1200]]

## 133. 1525145854241582

- 所属主题：[[topics/386|#策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844122142)
- 本地资源：[[assets/images/260915_0822__策略__1525145854241582.jpg|1525145854241582]]

![[assets/images/260915_0822__策略__1525145854241582.jpg|1200]]

## 134. 2858428182524521

- 所属主题：[[topics/387|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818122455882)
- 本地资源：[[assets/images/260915_0822__AI__2858428182524521.jpg|2858428182524521]]

![[assets/images/260915_0822__AI__2858428182524521.jpg|1200]]

## 135. 1525145854241542

- 所属主题：[[topics/387|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818122455882)
- 本地资源：[[assets/images/260915_0822__AI__1525145854241542.jpg|1525145854241542]]

![[assets/images/260915_0822__AI__1525145854241542.jpg|1200]]

## 136. 8858428182522122

- 所属主题：[[topics/388|#美国 #问卷]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844481442)
- 本地资源：[[assets/images/260915_0821__美国 _问卷__8858428182522122.jpg|8858428182522122]]

![[assets/images/260915_0821__美国 _问卷__8858428182522122.jpg|1200]]

## 137. 2858428182524551

- 所属主题：[[topics/388|#美国 #问卷]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844481442)
- 本地资源：[[assets/images/260915_0821__美国 _问卷__2858428182524551.jpg|2858428182524551]]

![[assets/images/260915_0821__美国 _问卷__2858428182524551.jpg|1200]]

## 138. 2858428182522281

- 所属主题：[[topics/389|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122218821)
- 本地资源：[[assets/images/260915_0820__AI__2858428182522281.jpg|2858428182522281]]

![[assets/images/260915_0820__AI__2858428182522281.jpg|1200]]

## 139. 5121451815251154

- 所属主题：[[topics/390|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844454212)
- 本地资源：[[assets/images/260915_0820__监管__5121451815251154.jpg|5121451815251154]]

![[assets/images/260915_0820__监管__5121451815251154.jpg|1200]]

## 140. 4848258185458848

- 所属主题：[[topics/391|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844455882)
- 本地资源：[[assets/images/260915_0819__彭博新闻 _市场__4848258185458848.jpg|4848258185458848]]

![[assets/images/260915_0819__彭博新闻 _市场__4848258185458848.jpg|1200]]

## 141. 8858428182528522

- 所属主题：[[topics/392|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122288441)
- 本地资源：[[assets/images/260915_0819__原油__8858428182528522.jpg|8858428182528522]]

![[assets/images/260915_0819__原油__8858428182528522.jpg|1200]]

## 142. 4848258185454148

- 所属主题：[[topics/393|#英伟达 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122285211)
- 本地资源：[[assets/images/260915_0819__英伟达 _AI__4848258185454148.jpg|4848258185454148]]

![[assets/images/260915_0819__英伟达 _AI__4848258185454148.jpg|1200]]

## 143. 1525145854242122

- 所属主题：[[topics/394|#Tempus]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818122285822)
- 本地资源：[[assets/images/260915_0819__Tempus__1525145854242122.jpg|1525145854242122]]

![[assets/images/260915_0819__Tempus__1525145854242122.jpg|1200]]

## 144. 5121451815218584

- 所属主题：[[topics/395|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122251121)
- 本地资源：[[assets/images/260915_0818__AI__5121451815218584.jpg|5121451815218584]]

![[assets/images/260915_0818__AI__5121451815218584.jpg|1200]]

## 145. 8858428182581242

- 所属主题：[[topics/396|#钨]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844428152)
- 本地资源：[[assets/images/260915_0818__钨__8858428182581242.jpg|8858428182581242]]

![[assets/images/260915_0818__钨__8858428182581242.jpg|1200]]

## 146. 4848258185481588

- 所属主题：[[topics/397|#磷化铟]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844421152)
- 本地资源：[[assets/images/260915_0818__磷化铟__4848258185481588.jpg|4848258185481588]]

![[assets/images/260915_0818__磷化铟__4848258185481588.jpg|1200]]

## 147. 5121451815218524

- 所属主题：[[topics/398|#高盛 #光模块]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122254221)
- 本地资源：[[assets/images/260915_0818__高盛 _光模块__5121451815218524.jpg|5121451815218524]]

![[assets/images/260915_0818__高盛 _光模块__5121451815218524.jpg|1200]]

## 148. 1525145854258512

- 所属主题：[[topics/399|#消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844421542)
- 本地资源：[[assets/images/260915_0818__消费__1525145854258512.jpg|1525145854258512]]

![[assets/images/260915_0818__消费__1525145854258512.jpg|1200]]

## 149. 1525145854258222

- 所属主题：[[topics/404|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181855521554)
- 本地资源：[[assets/images/260915_0817__英伟达__1525145854258222.jpg|1525145854258222]]

![[assets/images/260915_0817__英伟达__1525145854258222.jpg|1200]]

## 150. 4848258185482158

- 所属主题：[[topics/407|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181855521154)
- 本地资源：[[assets/images/260915_0817__AI__4848258185482158.jpg|4848258185482158]]

![[assets/images/260915_0817__AI__4848258185482158.jpg|1200]]

## 151. 5121451815214854

- 所属主题：[[topics/407|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181855521154)
- 本地资源：[[assets/images/260915_0817__AI__5121451815214854.jpg|5121451815214854]]

![[assets/images/260915_0817__AI__5121451815214854.jpg|1200]]

## 152. 1525145854251812

- 所属主题：[[topics/407|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181855521154)
- 本地资源：[[assets/images/260915_0817__AI__1525145854251812.jpg|1525145854251812]]

![[assets/images/260915_0817__AI__1525145854251812.jpg|1200]]

## 153. 8858428182584412

- 所属主题：[[topics/410|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122255241)
- 本地资源：[[assets/images/260915_0816__美国__8858428182584412.jpg|8858428182584412]]

![[assets/images/260915_0816__美国__8858428182584412.jpg|1200]]

## 154. 4848258185482288

- 所属主题：[[topics/414|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155812128)
- 本地资源：[[assets/images/260915_0815__原油__4848258185482288.jpg|4848258185482288]]

![[assets/images/260915_0815__原油__4848258185482288.jpg|1200]]

## 155. 5121451815214444

- 所属主题：[[topics/414|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155812128)
- 本地资源：[[assets/images/260915_0815__原油__5121451815214444.jpg|5121451815214444]]

![[assets/images/260915_0815__原油__5121451815214444.jpg|1200]]

## 156. 8858428182584242

- 所属主题：[[topics/416|#军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181855184424)
- 本地资源：[[assets/images/260915_0815__军工__8858428182584242.jpg|8858428182584242]]

![[assets/images/260915_0815__军工__8858428182584242.jpg|1200]]

## 157. 4848258185482818

- 所属主题：[[topics/420|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844585182)
- 本地资源：[[assets/images/260915_0815__美股__4848258185482818.jpg|4848258185482818]]

![[assets/images/260915_0815__美股__4848258185482818.jpg|1200]]

## 158. 4848258185484858

- 所属主题：[[topics/431|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818122845452)
- 本地资源：[[assets/images/260915_0812__AI安全__4848258185484858.jpg|4848258185484858]]

![[assets/images/260915_0812__AI安全__4848258185484858.jpg|1200]]

## 159. 1525145854252512

- 所属主题：[[topics/431|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258818122845452)
- 本地资源：[[assets/images/260915_0812__AI安全__1525145854252512.jpg|1525145854252512]]

![[assets/images/260915_0812__AI安全__1525145854252512.jpg|1200]]

## 160. 8858428182585582

- 所属主题：[[topics/434|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844548452)
- 本地资源：[[assets/images/260915_0812__Anthropic__8858428182585582.jpg|8858428182585582]]

![[assets/images/260915_0812__Anthropic__8858428182585582.jpg|1200]]

## 161. 2858428182551121

- 所属主题：[[topics/437|#美国 #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155851418)
- 本地资源：[[assets/images/260915_0812__美国 _国债__2858428182551121.jpg|2858428182551121]]

![[assets/images/260915_0812__美国 _国债__2858428182551121.jpg|1200]]

## 162. 1525145854228112

- 所属主题：[[topics/443|2026年9月14日盘后广汽集团公告:筹划发行股份购买一汽股份持有的某整车合资公司部分股权，股票停牌;9月11日媒体报道，“太乙圣莲”计划提供30亿元重整投资资]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155844428)
- 本地资源：[[assets/images/260915_0811_2026年9月14日盘后广汽集团公告 筹划发行股份购买一汽股份持有的某整车合资公司部分股权，股票停牌__1525145854228112.jpg|1525145854228112]]

![[assets/images/260915_0811_2026年9月14日盘后广汽集团公告 筹划发行股份购买一汽股份持有的某整车合资公司部分股权，股票停牌__1525145854228112.jpg|1200]]

## 163. 1525145854228142

- 所属主题：[[topics/445|2026年9月14日，据百川盈孚牛磺酸价格持续上涨，统计近2月涨幅超40%。 牛磺酸概念股汇总]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122511181)
- 本地资源：[[assets/images/260915_0811_2026年9月14日，据百川盈孚牛磺酸价格持续上涨，统计近2月涨幅超40%。 牛磺酸概念股汇总__1525145854228142.jpg|1525145854228142]]

![[assets/images/260915_0811_2026年9月14日，据百川盈孚牛磺酸价格持续上涨，统计近2月涨幅超40%。 牛磺酸概念股汇总__1525145854228142.jpg|1200]]

## 164. 2858428182551211

- 所属主题：[[topics/448|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181855288514)
- 本地资源：[[assets/images/260915_0811__市场__2858428182551211.jpg|2858428182551211]]

![[assets/images/260915_0811__市场__2858428182551211.jpg|1200]]

## 165. 4848258185441588

- 所属主题：[[topics/452|#欧盟 #教育]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521181855284224)
- 本地资源：[[assets/images/260915_0810__欧盟 _教育__4848258185441588.jpg|4848258185441588]]

![[assets/images/260915_0810__欧盟 _教育__4848258185441588.jpg|1200]]

## 166. 1525145854221452

- 所属主题：[[topics/457|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155415548)
- 本地资源：[[assets/images/260915_0810__小洪__1525145854221452.jpg|1525145854221452]]

![[assets/images/260915_0810__小洪__1525145854221452.jpg|1200]]

## 167. 4848258185442548

- 所属主题：[[topics/459|#深信服]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122512511)
- 本地资源：[[assets/images/260915_0809__深信服__4848258185442548.jpg|4848258185442548]]

![[assets/images/260915_0809__深信服__4848258185442548.jpg|1200]]

## 168. 2858428182554521

- 所属主题：[[topics/462|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155414158)
- 本地资源：[[assets/images/260915_0809__原油__2858428182554521.jpg|2858428182554521]]

![[assets/images/260915_0809__原油__2858428182554521.jpg|1200]]

## 169. 4848258185442428

- 所属主题：[[topics/462|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155414158)
- 本地资源：[[assets/images/260915_0809__原油__4848258185442428.jpg|4848258185442428]]

![[assets/images/260915_0809__原油__4848258185442428.jpg|1200]]

## 170. 8858428182552412

- 所属主题：[[topics/466|#AIDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122515841)
- 本地资源：[[assets/images/260915_0809__AIDC__8858428182552412.jpg|8858428182552412]]

![[assets/images/260915_0809__AIDC__8858428182552412.jpg|1200]]

## 171. 8858428182552122

- 所属主题：[[topics/466|#AIDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258818122515841)
- 本地资源：[[assets/images/260915_0809__AIDC__8858428182552122.jpg|8858428182552122]]

![[assets/images/260915_0809__AIDC__8858428182552122.jpg|1200]]

## 172. 8858428188124212

- 所属主题：[[topics/484|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548818155451588)
- 本地资源：[[assets/images/260915_0806__原油__8858428188124212.jpg|8858428188124212]]

![[assets/images/260915_0806__原油__8858428188124212.jpg|1200]]

## 173. 5121451811854514

- 所属主题：[[topics/486|#国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844248222)
- 本地资源：[[assets/images/260915_0806__国债__5121451811854514.jpg|5121451811854514]]

![[assets/images/260915_0806__国债__5121451811854514.jpg|1200]]

## 174. 4848258188152858

- 所属主题：[[topics/489|#天风 #创新药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425585844241822)
- 本地资源：[[assets/images/260915_0805__天风 _创新药__4848258188152858.jpg|4848258188152858]]

![[assets/images/260915_0805__天风 _创新药__4848258188152858.jpg|1200]]
