---
date: 2026-09-18
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-09-18 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. 2858422222182451

- 所属主题：[[topics/022|#未成年]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521821812144)
- 本地资源：[[assets/images/260918_2225__未成年__2858422222182451.jpg|2858422222182451]]

![[assets/images/260918_2225__未成年__2858422222182451.jpg|1200]]

## 002. 8858422222182222

- 所属主题：[[topics/023|有人发现 智谱的 ZCode 在登录时会悄无声息地打包整个工作区 + 完整的 .git 历史并上传到阿里云 OSS不过智谱官方回应称 “代码库索引”功能误触发上]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258158151412)
- 本地资源：[[assets/images/260918_2225_有人发现 智谱的 ZCode 在登录时会悄无声息地打包整个工作区 + 完整的 .git 历史并上传到__8858422222182222.jpg|8858422222182222]]

![[assets/images/260918_2225_有人发现 智谱的 ZCode 在登录时会悄无声息地打包整个工作区 + 完整的 .git 历史并上传到__8858422222182222.jpg|1200]]

## 003. 4848255555182448

- 所属主题：[[topics/023|有人发现 智谱的 ZCode 在登录时会悄无声息地打包整个工作区 + 完整的 .git 历史并上传到阿里云 OSS不过智谱官方回应称 “代码库索引”功能误触发上]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258158151412)
- 本地资源：[[assets/images/260918_2225_有人发现 智谱的 ZCode 在登录时会悄无声息地打包整个工作区 + 完整的 .git 历史并上传到__4848255555182448.jpg|4848255555182448]]

![[assets/images/260918_2225_有人发现 智谱的 ZCode 在登录时会悄无声息地打包整个工作区 + 完整的 .git 历史并上传到__4848255555182448.jpg|1200]]

## 004. 1525144444854212

- 所属主题：[[topics/024|#巴菲特]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548148142428)
- 本地资源：[[assets/images/260918_2223__巴菲特__1525144444854212.jpg|1525144444854212]]

![[assets/images/260918_2223__巴菲特__1525144444854212.jpg|1200]]

## 005. 5121455555811124

- 所属主题：[[topics/025|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521821824224)
- 本地资源：[[assets/images/260918_2223__AI__5121455555811124.jpg|5121455555811124]]

![[assets/images/260918_2223__AI__5121455555811124.jpg|1200]]

## 006. 5121455555811214

- 所属主题：[[topics/026|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258158152482)
- 本地资源：[[assets/images/260918_2223__中美关系__5121455555811214.jpg|5121455555811214]]

![[assets/images/260918_2223__中美关系__5121455555811214.jpg|1200]]

## 007. 2858422222188551

- 所属主题：[[topics/027|#贷款 #利率]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548148145248)
- 本地资源：[[assets/images/260918_2223__贷款 _利率__2858422222188551.jpg|2858422222188551]]

![[assets/images/260918_2223__贷款 _利率__2858422222188551.jpg|1200]]

## 008. 5121455555812844

- 所属主题：[[topics/028|#俄罗斯 #原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425825825182)
- 本地资源：[[assets/images/260918_2223__俄罗斯 _原油__5121455555812844.jpg|5121455555812844]]

![[assets/images/260918_2223__俄罗斯 _原油__5121455555812844.jpg|1200]]

## 009. 5121455555812824

- 所属主题：[[topics/029|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521821821554)
- 本地资源：[[assets/images/260918_2223__Anthropic__5121455555812824.jpg|5121455555812824]]

![[assets/images/260918_2223__Anthropic__5121455555812824.jpg|1200]]

## 010. 1525144444852512

- 所属主题：[[topics/030|#中美关系 #医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258158155211)
- 本地资源：[[assets/images/260918_2221__中美关系 _医药__1525144444852512.jpg|1525144444852512]]

![[assets/images/260918_2221__中美关系 _医药__1525144444852512.jpg|1200]]

## 011. 1525144444821812

- 所属主题：[[topics/031|#海口 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258158411212)
- 本地资源：[[assets/images/260918_2221__海口 _房地产__1525144444821812.jpg|1525144444821812]]

![[assets/images/260918_2221__海口 _房地产__1525144444821812.jpg|1200]]

## 012. 5121455555821584

- 所属主题：[[topics/032|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425825181812)
- 本地资源：[[assets/images/260918_2220__市场__5121455555821584.jpg|5121455555821584]]

![[assets/images/260918_2220__市场__5121455555821584.jpg|1200]]

## 013. 5121455555824814

- 所属主题：[[topics/032|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425825181812)
- 本地资源：[[assets/images/260918_2220__市场__5121455555824814.jpg|5121455555824814]]

![[assets/images/260918_2220__市场__5121455555824814.jpg|1200]]

## 014. 2858422222154181

- 所属主题：[[topics/032|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425825181812)
- 本地资源：[[assets/images/260918_2220__市场__2858422222154181.jpg|2858422222154181]]

![[assets/images/260918_2220__市场__2858422222154181.jpg|1200]]

## 015. 4848255555142218

- 所属主题：[[topics/033|#电梯]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425825181142)
- 本地资源：[[assets/images/260918_2220__电梯__4848255555142218.jpg|4848255555142218]]

![[assets/images/260918_2220__电梯__4848255555142218.jpg|1200]]

## 016. 5121455555824514

- 所属主题：[[topics/034|#沈鼓集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258158412882)
- 本地资源：[[assets/images/260918_2219__沈鼓集团__5121455555824514.jpg|5121455555824514]]

![[assets/images/260918_2219__沈鼓集团__5121455555824514.jpg|1200]]

## 017. 5121455555824114

- 所属主题：[[topics/035|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425825185852)
- 本地资源：[[assets/images/260918_2218__市场__5121455555824114.jpg|5121455555824114]]

![[assets/images/260918_2218__市场__5121455555824114.jpg|1200]]

## 018. 5121455555821844

- 所属主题：[[topics/036|#杭州 #低空经济]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258158482152)
- 本地资源：[[assets/images/260918_2217__杭州 _低空经济__5121455555821844.jpg|5121455555821844]]

![[assets/images/260918_2217__杭州 _低空经济__5121455555821844.jpg|1200]]

## 019. 5121455555821824

- 所属主题：[[topics/037|#沈鼓集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548148285288)
- 本地资源：[[assets/images/260918_2216__沈鼓集团__5121455555821824.jpg|5121455555821824]]

![[assets/images/260918_2216__沈鼓集团__5121455555821824.jpg|1200]]

## 020. 8858422222158512

- 所属主题：[[topics/038|#半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258158482512)
- 本地资源：[[assets/images/260918_2216__半导体__8858422222158512.jpg|8858422222158512]]

![[assets/images/260918_2216__半导体__8858422222158512.jpg|1200]]

## 021. 8858422222155582

- 所属主题：[[topics/039|#巴菲特]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425825152452)
- 本地资源：[[assets/images/260918_2214__巴菲特__8858422222155582.jpg|8858422222155582]]

![[assets/images/260918_2214__巴菲特__8858422222155582.jpg|1200]]

## 022. 2858422222411121

- 所属主题：[[topics/042|#沈鼓集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425825128282)
- 本地资源：[[assets/images/260918_2213__沈鼓集团__2858422222411121.jpg|2858422222411121]]

![[assets/images/260918_2213__沈鼓集团__2858422222411121.jpg|1200]]

## 023. 4848255555211148

- 所属主题：[[topics/043|#运动服饰]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258158454121)
- 本地资源：[[assets/images/260918_2213__运动服饰__4848255555211148.jpg|4848255555211148]]

![[assets/images/260918_2213__运动服饰__4848255555211148.jpg|1200]]

## 024. 5121455514154554

- 所属主题：[[topics/111|#NPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425114814112)
- 本地资源：[[assets/images/260918_1431__NPO__5121455514154554.jpg|5121455514154554]]

![[assets/images/260918_1431__NPO__5121455514154554.jpg|1200]]

## 025. 1525144451541442

- 所属主题：[[topics/112|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258442142211)
- 本地资源：[[assets/images/260918_1431__长鑫科技__1525144451541442.jpg|1525144451541442]]

![[assets/images/260918_1431__长鑫科技__1525144451541442.jpg|1200]]

## 026. 4848255582852858

- 所属主题：[[topics/113|#消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258442148241)
- 本地资源：[[assets/images/260918_1430__消费__4848255582852858.jpg|4848255582852858]]

![[assets/images/260918_1430__消费__4848255582852858.jpg|1200]]

## 027. 1525144451541552

- 所属主题：[[topics/114|#智能制造]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521445841144)
- 本地资源：[[assets/images/260918_1430__智能制造__1525144451541552.jpg|1525144451541552]]

![[assets/images/260918_1430__智能制造__1525144451541552.jpg|1200]]

## 028. 2858422284824521

- 所属主题：[[topics/115|#致远互联]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258442148511)
- 本地资源：[[assets/images/260918_1430__致远互联__2858422284824521.jpg|2858422284824521]]

![[assets/images/260918_1430__致远互联__2858422284824521.jpg|1200]]

## 029. 2858422284824551

- 所属主题：[[topics/116|#中密控股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258442145142)
- 本地资源：[[assets/images/260918_1430__中密控股__2858422284824551.jpg|2858422284824551]]

![[assets/images/260918_1430__中密控股__2858422284824551.jpg|1200]]

## 030. 5121455514258284

- 所属主题：[[topics/119|#维信诺]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258442455812)
- 本地资源：[[assets/images/260918_1414__维信诺__5121455514258284.jpg|5121455514258284]]

![[assets/images/260918_1414__维信诺__5121455514258284.jpg|1200]]

## 031. 1525144451248282

- 所属主题：[[topics/120|#华字辈]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425114122552)
- 本地资源：[[assets/images/260918_1414__华字辈__1525144451248282.jpg|1525144451248282]]

![[assets/images/260918_1414__华字辈__1525144451248282.jpg|1200]]

## 032. 8858422284582252

- 所属主题：[[topics/125|#沈鼓集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521445125484)
- 本地资源：[[assets/images/260918_1402__沈鼓集团__8858422284582252.jpg|8858422284582252]]

![[assets/images/260918_1402__沈鼓集团__8858422284582252.jpg|1200]]

## 033. 2858422284582251

- 所属主题：[[topics/125|#沈鼓集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521445125484)
- 本地资源：[[assets/images/260918_1402__沈鼓集团__2858422284582251.jpg|2858422284582251]]

![[assets/images/260918_1402__沈鼓集团__2858422284582251.jpg|1200]]

## 034. 1525144451254212

- 所属主题：[[topics/127|#美光科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548225848888)
- 本地资源：[[assets/images/260918_1402__美光科技__1525144451254212.jpg|1525144451254212]]

![[assets/images/260918_1402__美光科技__1525144451254212.jpg|1200]]

## 035. 2858422284582821

- 所属主题：[[topics/127|#美光科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548225848888)
- 本地资源：[[assets/images/260918_1402__美光科技__2858422284582821.jpg|2858422284582821]]

![[assets/images/260918_1402__美光科技__2858422284582821.jpg|1200]]

## 036. 4848255585158148

- 所属主题：[[topics/134|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548228154818)
- 本地资源：[[assets/images/260918_1348__伊朗__4848255585158148.jpg|4848255585158148]]

![[assets/images/260918_1348__伊朗__4848255585158148.jpg|1200]]

## 037. 5121455515851824

- 所属主题：[[topics/134|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548228154818)
- 本地资源：[[assets/images/260918_1348__伊朗__5121455515851824.jpg|5121455515851824]]

![[assets/images/260918_1348__伊朗__5121455515851824.jpg|1200]]

## 038. 4848255585185548

- 所属主题：[[topics/140|#华远控股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521441411824)
- 本地资源：[[assets/images/260918_1340__华远控股__4848255585185548.jpg|4848255585185548]]

![[assets/images/260918_1340__华远控股__4848255585185548.jpg|1200]]

## 039. 8858422282188282

- 所属主题：[[topics/141|#沈鼓集团 #宇新股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425115155142)
- 本地资源：[[assets/images/260918_1340__沈鼓集团 _宇新股份__8858422282188282.jpg|8858422282188282]]

![[assets/images/260918_1340__沈鼓集团 _宇新股份__8858422282188282.jpg|1200]]

## 040. 2858422282185481

- 所属主题：[[topics/147|#TSL机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258448452212)
- 本地资源：[[assets/images/260918_1338__TSL机器人__2858422282185481.jpg|2858422282185481]]

![[assets/images/260918_1338__TSL机器人__2858422282185481.jpg|1200]]

## 041. 8858422282185452

- 所属主题：[[topics/148|#融资 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548228245828)
- 本地资源：[[assets/images/260918_1338__融资 _房地产__8858422282185452.jpg|8858422282185452]]

![[assets/images/260918_1338__融资 _房地产__8858422282185452.jpg|1200]]

## 042. 8858422282185242

- 所属主题：[[topics/150|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425115125882)
- 本地资源：[[assets/images/260918_1338__长鑫科技__8858422282185242.jpg|8858422282185242]]

![[assets/images/260918_1338__长鑫科技__8858422282185242.jpg|1200]]

## 043. 2858422282454411

- 所属主题：[[topics/169|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425148548222)
- 本地资源：[[assets/images/260918_1316__小光__2858422282454411.jpg|2858422282454411]]

![[assets/images/260918_1316__小光__2858422282454411.jpg|1200]]

## 044. 5121455515425814

- 所属主题：[[topics/171|#国金 #CCL]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425148541482)
- 本地资源：[[assets/images/260918_1315__国金 _CCL__5121455515425814.jpg|5121455515425814]]

![[assets/images/260918_1315__国金 _CCL__5121455515425814.jpg|1200]]

## 045. 1525144454124852

- 所属主题：[[topics/172|#华亚智能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548251852818)
- 本地资源：[[assets/images/260918_1315__华亚智能__1525144454124852.jpg|1525144454124852]]

![[assets/images/260918_1315__华亚智能__1525144454124852.jpg|1200]]

## 046. 1525144454124112

- 所属主题：[[topics/173|#芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425148541522)
- 本地资源：[[assets/images/260918_1315__芯片__1525144454124112.jpg|1525144454124112]]

![[assets/images/260918_1315__芯片__1525144454124112.jpg|1200]]

## 047. 4848255585245528

- 所属主题：[[topics/174|#京东方]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548251855118)
- 本地资源：[[assets/images/260918_1315__京东方__4848255585245528.jpg|4848255585245528]]

![[assets/images/260918_1315__京东方__4848255585245528.jpg|1200]]

## 048. 8858422282452222

- 所属主题：[[topics/175|#光伏]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258421822582)
- 本地资源：[[assets/images/260918_1315__光伏__8858422282452222.jpg|8858422282452222]]

![[assets/images/260918_1315__光伏__8858422282452222.jpg|1200]]

## 049. 2858422282452811

- 所属主题：[[topics/176|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258421828422)
- 本地资源：[[assets/images/260918_1315__伊朗__2858422282452811.jpg|2858422282452811]]

![[assets/images/260918_1315__伊朗__2858422282452811.jpg|1200]]

## 050. 1525144454124552

- 所属主题：[[topics/177|#新华传媒 #华字辈]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258421828252)
- 本地资源：[[assets/images/260918_1314__新华传媒 _华字辈__1525144454124552.jpg|1525144454124552]]

![[assets/images/260918_1314__新华传媒 _华字辈__1525144454124552.jpg|1200]]

## 051. 4848255585245818

- 所属主题：[[topics/177|#新华传媒 #华字辈]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258421828252)
- 本地资源：[[assets/images/260918_1314__新华传媒 _华字辈__4848255585245818.jpg|4848255585245818]]

![[assets/images/260918_1314__新华传媒 _华字辈__4848255585245818.jpg|1200]]

## 052. 4848255585245428

- 所属主题：[[topics/178|#HVLP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258421828552)
- 本地资源：[[assets/images/260918_1314__HVLP__4848255585245428.jpg|4848255585245428]]

![[assets/images/260918_1314__HVLP__4848255585245428.jpg|1200]]

## 053. 2858422282212411

- 所属主题：[[topics/179|#中泰 #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258421511542)
- 本地资源：[[assets/images/260918_1308__中泰 _半导体__2858422282212411.jpg|2858422282212411]]

![[assets/images/260918_1308__中泰 _半导体__2858422282212411.jpg|1200]]

## 054. 2858422282212211

- 所属主题：[[topics/183|#黄酒]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548251412248)
- 本地资源：[[assets/images/260918_1308__黄酒__2858422282212211.jpg|2858422282212211]]

![[assets/images/260918_1308__黄酒__2858422282212211.jpg|1200]]

## 055. 4848255585515228

- 所属主题：[[topics/183|#黄酒]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548251412248)
- 本地资源：[[assets/images/260918_1308__黄酒__4848255585515228.jpg|4848255585515228]]

![[assets/images/260918_1308__黄酒__4848255585515228.jpg|1200]]

## 056. 1525144454485152

- 所属主题：[[topics/186|人民币升至四年新高，央行在“xi特会”前夕释放支撑信号]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521458252244)
- 本地资源：[[assets/images/260918_1307_人民币升至四年新高，央行在“xi特会”前夕释放支撑信号__1525144454485152.jpg|1525144454485152]]

![[assets/images/260918_1307_人民币升至四年新高，央行在“xi特会”前夕释放支撑信号__1525144454485152.jpg|1200]]

## 057. 2858422282218281

- 所属主题：[[topics/188|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548251481218)
- 本地资源：[[assets/images/260918_1307__AI__2858422282218281.jpg|2858422282218281]]

![[assets/images/260918_1307__AI__2858422282218281.jpg|1200]]

## 058. 2858422282218521

- 所属主题：[[topics/193|#Anthropic #Ope...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425148251582)
- 本地资源：[[assets/images/260918_1306__Anthropic _Ope__2858422282218521.jpg|2858422282218521]]

![[assets/images/260918_1306__Anthropic _Ope__2858422282218521.jpg|1200]]

## 059. 2858422282215111

- 所属主题：[[topics/195|#美朝关系 #核能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521458214224)
- 本地资源：[[assets/images/260918_1306__美朝关系 _核能__2858422282215111.jpg|2858422282215111]]

![[assets/images/260918_1306__美朝关系 _核能__2858422282215111.jpg|1200]]

## 060. 4848255585514128

- 所属主题：[[topics/197|#铜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548251485188)
- 本地资源：[[assets/images/260918_1306__铜__4848255585514128.jpg|4848255585514128]]

![[assets/images/260918_1306__铜__4848255585514128.jpg|1200]]

## 061. 8858422282215182

- 所属主题：[[topics/198|#宁德时代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425148254112)
- 本地资源：[[assets/images/260918_1306__宁德时代__8858422282215182.jpg|8858422282215182]]

![[assets/images/260918_1306__宁德时代__8858422282215182.jpg|1200]]

## 062. 5121455515548544

- 所属主题：[[topics/205|#三孚新材]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548251441858)
- 本地资源：[[assets/images/260918_1304__三孚新材__5121455515548544.jpg|5121455515548544]]

![[assets/images/260918_1304__三孚新材__5121455515548544.jpg|1200]]

## 063. 4848255585521548

- 所属主题：[[topics/207|#AI4S]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258421554122)
- 本地资源：[[assets/images/260918_1304__AI4S__4848255585521548.jpg|4848255585521548]]

![[assets/images/260918_1304__AI4S__4848255585521548.jpg|1200]]

## 064. 5121455515548154

- 所属主题：[[topics/210|#兴证 #医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258421554882)
- 本地资源：[[assets/images/260918_1304__兴证 _医药__5121455515548154.jpg|5121455515548154]]

![[assets/images/260918_1304__兴证 _医药__5121455515548154.jpg|1200]]

## 065. 5121455515548284

- 所属主题：[[topics/213|Meritz 证券：GB200 NVL72、GB300 NVL72 及 VR200 NVL144 的价值链、规格与材料选择。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258421552851)
- 本地资源：[[assets/images/260918_1304_Meritz 证券：GB200 NVL72、GB300 NVL72 及 VR200 NVL144 的__5121455515548284.jpg|5121455515548284]]

![[assets/images/260918_1304_Meritz 证券：GB200 NVL72、GB300 NVL72 及 VR200 NVL144 的__5121455515548284.jpg|1200]]

## 066. 8858422282241542

- 所属主题：[[topics/215|花旗，月度 AI 代币使用量趋势 (Monthly AI Token Usage Trend) 月平均复合增长率 (MoM CAGR，25年1月~26年8月)：]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521458221824)
- 本地资源：[[assets/images/260918_1303_花旗，月度 AI 代币使用量趋势 (Monthly AI Token Usage Trend) 月平__8858422282241542.jpg|8858422282241542]]

![[assets/images/260918_1303_花旗，月度 AI 代币使用量趋势 (Monthly AI Token Usage Trend) 月平__8858422282241542.jpg|1200]]

## 067. 4848255585522128

- 所属主题：[[topics/219|#高盛 #港股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548251444848)
- 本地资源：[[assets/images/260918_1303__高盛 _港股__4848255585522128.jpg|4848255585522128]]

![[assets/images/260918_1303__高盛 _港股__4848255585522128.jpg|1200]]

## 068. 5121455515544824

- 所属主题：[[topics/222|【财通钢铁侠】再call功率：安森美发布涨价函0918中午 各位领导中午好，# 我们看到安森美（onsemi）也发布了最新的价格调整通知，宣布将对广泛的产品系列]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425141888852)
- 本地资源：[[assets/images/260918_1303_【财通钢铁侠】再call功率：安森美发布涨价函0918中午 各位领导中午好，_ 我们看到安森美（on__5121455515544824.jpg|5121455515544824]]

![[assets/images/260918_1303_【财通钢铁侠】再call功率：安森美发布涨价函0918中午 各位领导中午好，_ 我们看到安森美（on__5121455515544824.jpg|1200]]

## 069. 1525144452282142

- 所属主题：[[topics/248|新华传媒同一实控人 上海国资委：传媒行业里，全网就3个：新华传媒，上海电影，东方明珠]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258425544512)
- 本地资源：[[assets/images/260918_1122_新华传媒同一实控人 上海国资委：传媒行业里，全网就3个：新华传媒，上海电影，东方明珠__1525144452282142.jpg|1525144452282142]]

![[assets/images/260918_1122_新华传媒同一实控人 上海国资委：传媒行业里，全网就3个：新华传媒，上海电影，东方明珠__1525144452282142.jpg|1200]]

## 070. 1525144428882552

- 所属主题：[[topics/255|#雅艺科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548281214258)
- 本地资源：[[assets/images/260918_1107__雅艺科技__1525144428882552.jpg|1525144428882552]]

![[assets/images/260918_1107__雅艺科技__1525144428882552.jpg|1200]]

## 071. 4848255541252848

- 所属主题：[[topics/256|#美国银行 #消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258481588482)
- 本地资源：[[assets/images/260918_1043__美国银行 _消费__4848255541252848.jpg|4848255541252848]]

![[assets/images/260918_1043__美国银行 _消费__4848255541252848.jpg|1200]]

## 072. 8858422251424842

- 所属主题：[[topics/256|#美国银行 #消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258481588482)
- 本地资源：[[assets/images/260918_1043__美国银行 _消费__8858422251424842.jpg|8858422251424842]]

![[assets/images/260918_1043__美国银行 _消费__8858422251424842.jpg|1200]]

## 073. 4848255541255258

- 所属主题：[[topics/259|📌> DRAM 行业收入预计将在 2026 年达到 3720 亿美元，同比增长惊人的 147%，而 NAND 收入预计将达到创纪录的 3000 亿美元，同比增长]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258481554222)
- 本地资源：[[assets/images/260918_1041_📌 DRAM 行业收入预计将在 2026 年达到 3720 亿美元，同比增长惊人的 147%，而__4848255541255258.jpg|4848255541255258]]

![[assets/images/260918_1041_📌 DRAM 行业收入预计将在 2026 年达到 3720 亿美元，同比增长惊人的 147%，而__4848255541255258.jpg|1200]]

## 074. 1525144428144112

- 所属主题：[[topics/259|📌> DRAM 行业收入预计将在 2026 年达到 3720 亿美元，同比增长惊人的 147%，而 NAND 收入预计将达到创纪录的 3000 亿美元，同比增长]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258481554222)
- 本地资源：[[assets/images/260918_1041_📌 DRAM 行业收入预计将在 2026 年达到 3720 亿美元，同比增长惊人的 147%，而__1525144428144112.jpg|1525144428144112]]

![[assets/images/260918_1041_📌 DRAM 行业收入预计将在 2026 年达到 3720 亿美元，同比增长惊人的 147%，而__1525144428144112.jpg|1200]]

## 075. 1525144428144512

- 所属主题：[[topics/262|📑 📌中期营收展望强劲：随着扩张项目持续至 2028 年 12 月，一旦所有生产线全面投产，该公司 CCL 总产能预计将比当前水平增长约 167%。 📌这将使电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521418225124)
- 本地资源：[[assets/images/260918_1041_📑 📌中期营收展望强劲：随着扩张项目持续至 2028 年 12 月，一旦所有生产线全面投产，该公司__1525144428144512.jpg|1525144428144512]]

![[assets/images/260918_1041_📑 📌中期营收展望强劲：随着扩张项目持续至 2028 年 12 月，一旦所有生产线全面投产，该公司__1525144428144512.jpg|1200]]

## 076. 4848255541255528

- 所属主题：[[topics/262|📑 📌中期营收展望强劲：随着扩张项目持续至 2028 年 12 月，一旦所有生产线全面投产，该公司 CCL 总产能预计将比当前水平增长约 167%。 📌这将使电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521418225124)
- 本地资源：[[assets/images/260918_1041_📑 📌中期营收展望强劲：随着扩张项目持续至 2028 年 12 月，一旦所有生产线全面投产，该公司__4848255541255528.jpg|4848255541255528]]

![[assets/images/260918_1041_📑 📌中期营收展望强劲：随着扩张项目持续至 2028 年 12 月，一旦所有生产线全面投产，该公司__4848255541255528.jpg|1200]]

## 077. 2858422251282511

- 所属主题：[[topics/281|#羊年]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521414151144)
- 本地资源：[[assets/images/260918_1018__羊年__2858422251282511.jpg|2858422251282511]]

![[assets/images/260918_1018__羊年__2858422251282511.jpg|1200]]

## 078. 5121455528512224

- 所属主题：[[topics/282|皖新传媒 下一个 对标 新华传媒]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258484851822)
- 本地资源：[[assets/images/260918_1015_皖新传媒 下一个 对标 新华传媒__5121455528512224.jpg|5121455528512224]]

![[assets/images/260918_1015_皖新传媒 下一个 对标 新华传媒__5121455528512224.jpg|1200]]

## 079. 4848255541812148

- 所属主题：[[topics/284|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521414222584)
- 本地资源：[[assets/images/260918_1007__小光__4848255541812148.jpg|4848255541812148]]

![[assets/images/260918_1007__小光__4848255541812148.jpg|1200]]

## 080. 4848255541815888

- 所属主题：[[topics/285|#GAA]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521415885184)
- 本地资源：[[assets/images/260918_1005__GAA__4848255541815888.jpg|4848255541815888]]

![[assets/images/260918_1005__GAA__4848255541815888.jpg|1200]]

## 081. 4848255541815428

- 所属主题：[[topics/286|#光刻机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258482118251)
- 本地资源：[[assets/images/260918_1004__光刻机__4848255541815428.jpg|4848255541815428]]

![[assets/images/260918_1004__光刻机__4848255541815428.jpg|1200]]

## 082. 8858422251818122

- 所属主题：[[topics/287|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521415882854)
- 本地资源：[[assets/images/260918_1004__中美关系__8858422251818122.jpg|8858422251818122]]

![[assets/images/260918_1004__中美关系__8858422251818122.jpg|1200]]

## 083. 1525144428241112

- 所属主题：[[topics/301|#添加剂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425152414842)
- 本地资源：[[assets/images/260918_0933__添加剂__1525144428241112.jpg|1525144428241112]]

![[assets/images/260918_0933__添加剂__1525144428241112.jpg|1200]]

## 084. 1525144421855512

- 所属主题：[[topics/343|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258451244842)
- 本地资源：[[assets/images/260918_0912__监管__1525144421855512.jpg|1525144421855512]]

![[assets/images/260918_0912__监管__1525144421855512.jpg|1200]]

## 085. 1525144421852142

- 所属主题：[[topics/349|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258451245251)
- 本地资源：[[assets/images/260918_0911__监管__1525144421852142.jpg|1525144421852142]]

![[assets/images/260918_0911__监管__1525144421852142.jpg|1200]]

## 086. 1525144421115582

- 所属主题：[[topics/355|#PCB]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258451228422)
- 本地资源：[[assets/images/260918_0910__PCB__1525144421115582.jpg|1525144421115582]]

![[assets/images/260918_0910__PCB__1525144421115582.jpg|1200]]

## 087. 8858422254448112

- 所属主题：[[topics/355|#PCB]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258451228422)
- 本地资源：[[assets/images/260918_0910__PCB__8858422254448112.jpg|8858422254448112]]

![[assets/images/260918_0910__PCB__8858422254448112.jpg|1200]]

## 088. 1525144421115512

- 所属主题：[[topics/361|#光刻机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258451815551)
- 本地资源：[[assets/images/260918_0910__光刻机__1525144421115512.jpg|1525144421115512]]

![[assets/images/260918_0910__光刻机__1525144421115512.jpg|1200]]

## 089. 4848255542224828

- 所属主题：[[topics/364|#阿里巴巴]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425128511542)
- 本地资源：[[assets/images/260918_0909__阿里巴巴__4848255542224828.jpg|4848255542224828]]

![[assets/images/260918_0909__阿里巴巴__4848255542224828.jpg|1200]]

## 090. 8858422254842152

- 所属主题：[[topics/392|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548248424828)
- 本地资源：[[assets/images/260918_0833__红宝书__8858422254842152.jpg|8858422254842152]]

![[assets/images/260918_0833__红宝书__8858422254842152.jpg|1200]]

## 091. 5121455524145144

- 所属主题：[[topics/394|日韩 #亚太 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258458524812)
- 本地资源：[[assets/images/260918_0832_日韩 _亚太 _韩股__5121455524145144.jpg|5121455524145144]]

![[assets/images/260918_0832_日韩 _亚太 _韩股__5121455524145144.jpg|1200]]

## 092. 8858422254842252

- 所属主题：[[topics/394|日韩 #亚太 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258458524812)
- 本地资源：[[assets/images/260918_0832_日韩 _亚太 _韩股__8858422254842252.jpg|8858422254842252]]

![[assets/images/260918_0832_日韩 _亚太 _韩股__8858422254842252.jpg|1200]]

## 093. 4848255542825588

- 所属主题：[[topics/394|日韩 #亚太 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258458524812)
- 本地资源：[[assets/images/260918_0832_日韩 _亚太 _韩股__4848255542825588.jpg|4848255542825588]]

![[assets/images/260918_0832_日韩 _亚太 _韩股__4848255542825588.jpg|1200]]

## 094. 4848255542825828

- 所属主题：[[topics/395|#数字货币]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425125241222)
- 本地资源：[[assets/images/260918_0832__数字货币__4848255542825828.jpg|4848255542825828]]

![[assets/images/260918_0832__数字货币__4848255542825828.jpg|1200]]

## 095. 5121455524145284

- 所属主题：[[topics/396|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521421255484)
- 本地资源：[[assets/images/260918_0832__OpenAI__5121455524145284.jpg|5121455524145284]]

![[assets/images/260918_0832__OpenAI__5121455524145284.jpg|1200]]

## 096. 1525144421515512

- 所属主题：[[topics/397|#算力 #Nebius]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521421255544)
- 本地资源：[[assets/images/260918_0832__算力 _Nebius__1525144421515512.jpg|1525144421515512]]

![[assets/images/260918_0832__算力 _Nebius__1525144421515512.jpg|1200]]

## 097. 4848255542824128

- 所属主题：[[topics/398|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548248454558)
- 本地资源：[[assets/images/260918_0831__中美关系__4848255542824128.jpg|4848255542824128]]

![[assets/images/260918_0831__中美关系__4848255542824128.jpg|1200]]

## 098. 8858422254845242

- 所属主题：[[topics/399|#中芯国际]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455118142)
- 本地资源：[[assets/images/260918_0831__中芯国际__8858422254845242.jpg|8858422254845242]]

![[assets/images/260918_0831__中芯国际__8858422254845242.jpg|1200]]

## 099. 4848255542824258

- 所属主题：[[topics/399|#中芯国际]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455118142)
- 本地资源：[[assets/images/260918_0831__中芯国际__4848255542824258.jpg|4848255542824258]]

![[assets/images/260918_0831__中芯国际__4848255542824258.jpg|1200]]

## 100. 2858422254845251

- 所属主题：[[topics/400|#电力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122885282)
- 本地资源：[[assets/images/260918_0831__电力__2858422254845251.jpg|2858422254845251]]

![[assets/images/260918_0831__电力__2858422254845251.jpg|1200]]

## 101. 4848255542824858

- 所属主题：[[topics/401|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422848814)
- 本地资源：[[assets/images/260918_0830__市场__4848255542824858.jpg|4848255542824858]]

![[assets/images/260918_0830__市场__4848255542824858.jpg|1200]]

## 102. 8858422254858182

- 所属主题：[[topics/402|#中美关系 #关税]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122818242)
- 本地资源：[[assets/images/260918_0830__中美关系 _关税__8858422254858182.jpg|8858422254858182]]

![[assets/images/260918_0830__中美关系 _关税__8858422254858182.jpg|1200]]

## 103. 2858422254858851

- 所属主题：[[topics/403|#汇丰 #云计算]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455142552)
- 本地资源：[[assets/images/260918_0829__汇丰 _云计算__2858422254858851.jpg|2858422254858851]]

![[assets/images/260918_0829__汇丰 _云计算__2858422254858851.jpg|1200]]

## 104. 1525144421522882

- 所属主题：[[topics/404|#玻璃 #基板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455145842)
- 本地资源：[[assets/images/260918_0829__玻璃 _基板__1525144421522882.jpg|1525144421522882]]

![[assets/images/260918_0829__玻璃 _基板__1525144421522882.jpg|1200]]

## 105. 8858422254858512

- 所属主题：[[topics/404|#玻璃 #基板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455145842)
- 本地资源：[[assets/images/260918_0829__玻璃 _基板__8858422254858512.jpg|8858422254858512]]

![[assets/images/260918_0829__玻璃 _基板__8858422254858512.jpg|1200]]

## 106. 5121455524122824

- 所属主题：[[topics/405|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422842224)
- 本地资源：[[assets/images/260918_0828__美国__5121455524122824.jpg|5121455524122824]]

![[assets/images/260918_0828__美国__5121455524122824.jpg|1200]]

## 107. 1525144421288812

- 所属主题：[[topics/406|#体育]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548244151218)
- 本地资源：[[assets/images/260918_0828__体育__1525144421288812.jpg|1525144421288812]]

![[assets/images/260918_0828__体育__1525144421288812.jpg|1200]]

## 108. 2858422254511411

- 所属主题：[[topics/407|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548244152248)
- 本地资源：[[assets/images/260918_0828__中美关系__2858422254511411.jpg|2858422254511411]]

![[assets/images/260918_0828__中美关系__2858422254511411.jpg|1200]]

## 109. 1525144421288482

- 所属主题：[[topics/408|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455124512)
- 本地资源：[[assets/images/260918_0828__中美关系__1525144421288482.jpg|1525144421288482]]

![[assets/images/260918_0828__中美关系__1525144421288482.jpg|1200]]

## 110. 1525144421288152

- 所属主题：[[topics/408|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455124512)
- 本地资源：[[assets/images/260918_0828__中美关系__1525144421288152.jpg|1525144421288152]]

![[assets/images/260918_0828__中美关系__1525144421288152.jpg|1200]]

## 111. 1525144421288422

- 所属主题：[[topics/409|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258455122421)
- 本地资源：[[assets/images/260918_0827__伊朗__1525144421288422.jpg|1525144421288422]]

![[assets/images/260918_0827__伊朗__1525144421288422.jpg|1200]]

## 112. 2858422254512151

- 所属主题：[[topics/410|#美波关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455122482)
- 本地资源：[[assets/images/260918_0827__美波关系__2858422254512151.jpg|2858422254512151]]

![[assets/images/260918_0827__美波关系__2858422254512151.jpg|1200]]

## 113. 2858422254514181

- 所属主题：[[topics/410|#美波关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455122482)
- 本地资源：[[assets/images/260918_0827__美波关系__2858422254514181.jpg|2858422254514181]]

![[assets/images/260918_0827__美波关系__2858422254514181.jpg|1200]]

## 114. 5121455524285424

- 所属主题：[[topics/411|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548244181248)
- 本地资源：[[assets/images/260918_0826__伊朗__5121455524285424.jpg|5121455524285424]]

![[assets/images/260918_0826__伊朗__5121455524285424.jpg|1200]]

## 115. 4848255542415558

- 所属主题：[[topics/412|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258455181841)
- 本地资源：[[assets/images/260918_0825__监管__4848255542415558.jpg|4848255542415558]]

![[assets/images/260918_0825__监管__4848255542415558.jpg|1200]]

## 116. 5121455524285514

- 所属主题：[[topics/413|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122858552)
- 本地资源：[[assets/images/260918_0825__伊朗__5121455524285514.jpg|5121455524285514]]

![[assets/images/260918_0825__伊朗__5121455524285514.jpg|1200]]

## 117. 5121455524285184

- 所属主题：[[topics/414|高盛对新易盛业绩预测]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422814844)
- 本地资源：[[assets/images/260918_0825_高盛对新易盛业绩预测__5121455524285184.jpg|5121455524285184]]

![[assets/images/260918_0825_高盛对新易盛业绩预测__5121455524285184.jpg|1200]]

## 118. 8858422254518142

- 所属主题：[[topics/415|#房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258455188241)
- 本地资源：[[assets/images/260918_0824__房地产__8858422254518142.jpg|8858422254518142]]

![[assets/images/260918_0824__房地产__8858422254518142.jpg|1200]]

## 119. 5121455524281824

- 所属主题：[[topics/416|#中欧关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548244184528)
- 本地资源：[[assets/images/260918_0823__中欧关系__5121455524281824.jpg|5121455524281824]]

![[assets/images/260918_0823__中欧关系__5121455524281824.jpg|1200]]

## 120. 1525144421282852

- 所属主题：[[topics/417|#GPU]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422812124)
- 本地资源：[[assets/images/260918_0823__GPU__1525144421282852.jpg|1525144421282852]]

![[assets/images/260918_0823__GPU__1525144421282852.jpg|1200]]

## 121. 4848255542414228

- 所属主题：[[topics/418|华为将于 2027 年推出下一代昇腾 960 芯片，大幅提升推理性能；随后在 2028 年发布的昇腾 970 将内存容量提升至 288 GB，而 2029 年问]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455151182)
- 本地资源：[[assets/images/260918_0823_华为将于 2027 年推出下一代昇腾 960 芯片，大幅提升推理性能；随后在 2028 年发布的昇腾__4848255542414228.jpg|4848255542414228]]

![[assets/images/260918_0823_华为将于 2027 年推出下一代昇腾 960 芯片，大幅提升推理性能；随后在 2028 年发布的昇腾__4848255542414228.jpg|1200]]

## 122. 4848255542414518

- 所属主题：[[topics/419|韩国夜盘 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122828152)
- 本地资源：[[assets/images/260918_0823_韩国夜盘 _韩股__4848255542414518.jpg|4848255542414518]]

![[assets/images/260918_0823_韩国夜盘 _韩股__4848255542414518.jpg|1200]]

## 123. 5121455524282584

- 所属主题：[[topics/419|韩国夜盘 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122828152)
- 本地资源：[[assets/images/260918_0823_韩国夜盘 _韩股__5121455524282584.jpg|5121455524282584]]

![[assets/images/260918_0823_韩国夜盘 _韩股__5121455524282584.jpg|1200]]

## 124. 2858422254515211

- 所属主题：[[topics/419|韩国夜盘 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122828152)
- 本地资源：[[assets/images/260918_0823_韩国夜盘 _韩股__2858422254515211.jpg|2858422254515211]]

![[assets/images/260918_0823_韩国夜盘 _韩股__2858422254515211.jpg|1200]]

## 125. 5121455524282514

- 所属主题：[[topics/420|#国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122821122)
- 本地资源：[[assets/images/260918_0822__国债__5121455524282514.jpg|5121455524282514]]

![[assets/images/260918_0822__国债__5121455524282514.jpg|1200]]

## 126. 5121455524282544

- 所属主题：[[topics/420|#国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122821122)
- 本地资源：[[assets/images/260918_0822__国债__5121455524282544.jpg|5121455524282544]]

![[assets/images/260918_0822__国债__5121455524282544.jpg|1200]]

## 127. 1525144421218822

- 所属主题：[[topics/429|#印度 #大米]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258455424881)
- 本地资源：[[assets/images/260918_0820__印度 _大米__1525144421218822.jpg|1525144421218822]]

![[assets/images/260918_0820__印度 _大米__1525144421218822.jpg|1200]]

## 128. 1525144421211412

- 所属主题：[[topics/436|晚上给各位胜宏股东调研了一些胜宏周边的情况，之后应该每一次股东会我都会参加并分享，生益科技的股东会我也会同步参加，这两个票我都是做好长期持股的准备。 今天这个调]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455428822)
- 本地资源：[[assets/images/260918_0819_晚上给各位胜宏股东调研了一些胜宏周边的情况，之后应该每一次股东会我都会参加并分享，生益科技的股东会我__1525144421211412.jpg|1525144421211412]]

![[assets/images/260918_0819_晚上给各位胜宏股东调研了一些胜宏周边的情况，之后应该每一次股东会我都会参加并分享，生益科技的股东会我__1525144421211412.jpg|1200]]

## 129. 4848255542422858

- 所属主题：[[topics/438|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258455425541)
- 本地资源：[[assets/images/260918_0819__小洪__4848255542422858.jpg|4848255542422858]]

![[assets/images/260918_0819__小洪__4848255542422858.jpg|1200]]

## 130. 1525144421211422

- 所属主题：[[topics/438|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258258455425541)
- 本地资源：[[assets/images/260918_0819__小洪__1525144421211422.jpg|1525144421211422]]

![[assets/images/260918_0819__小洪__1525144421211422.jpg|1200]]

## 131. 5121455524244244

- 所属主题：[[topics/441|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422418444)
- 本地资源：[[assets/images/260918_0819__市场__5121455524244244.jpg|5121455524244244]]

![[assets/images/260918_0819__市场__5121455524244244.jpg|1200]]

## 132. 8858422254544522

- 所属主题：[[topics/443|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548244281548)
- 本地资源：[[assets/images/260918_0819__彭博新闻 _市场__8858422254544522.jpg|8858422254544522]]

![[assets/images/260918_0819__彭博新闻 _市场__8858422254544522.jpg|1200]]

## 133. 5121455524245854

- 所属主题：[[topics/445|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122158252)
- 本地资源：[[assets/images/260918_0818__原油__5121455524245854.jpg|5121455524245854]]

![[assets/images/260918_0818__原油__5121455524245854.jpg|1200]]

## 134. 2858422254548211

- 所属主题：[[topics/449|#格力电器]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122154112)
- 本地资源：[[assets/images/260918_0818__格力电器__2858422254548211.jpg|2858422254548211]]

![[assets/images/260918_0818__格力电器__2858422254548211.jpg|1200]]

## 135. 4848255542428828

- 所属主题：[[topics/451|#必胜客]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455482882)
- 本地资源：[[assets/images/260918_0818__必胜客__4848255542428828.jpg|4848255542428828]]

![[assets/images/260918_0818__必胜客__4848255542428828.jpg|1200]]

## 136. 2858422254548851

- 所属主题：[[topics/453|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422415214)
- 本地资源：[[assets/images/260918_0818__Anthropic__2858422254548851.jpg|2858422254548851]]

![[assets/images/260918_0818__Anthropic__2858422254548851.jpg|1200]]

## 137. 1525144421215212

- 所属主题：[[topics/456|#亚马逊 #AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548548244288488)
- 本地资源：[[assets/images/260918_0817__亚马逊 _AI安全__1525144421215212.jpg|1525144421215212]]

![[assets/images/260918_0817__亚马逊 _AI安全__1525144421215212.jpg|1200]]

## 138. 4848255542428458

- 所属主题：[[topics/458|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455485152)
- 本地资源：[[assets/images/260918_0817__AI安全__4848255542428458.jpg|4848255542428458]]

![[assets/images/260918_0817__AI安全__4848255542428458.jpg|1200]]

## 139. 5121455524242884

- 所属主题：[[topics/459|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422412584)
- 本地资源：[[assets/images/260918_0817__AI__5121455524242884.jpg|5121455524242884]]

![[assets/images/260918_0817__AI__5121455524242884.jpg|1200]]

## 140. 5121455524242814

- 所属主题：[[topics/461|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422412154)
- 本地资源：[[assets/images/260918_0817__英伟达__5121455524242814.jpg|5121455524242814]]

![[assets/images/260918_0817__英伟达__5121455524242814.jpg|1200]]

## 141. 1525144421212822

- 所属主题：[[topics/463|#Palantir #AI安...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455485542)
- 本地资源：[[assets/images/260918_0817__Palantir _AI安__1525144421212822.jpg|1525144421212822]]

![[assets/images/260918_0817__Palantir _AI安__1525144421212822.jpg|1200]]

## 142. 2858422254545211

- 所属主题：[[topics/466|#中美关系 #关税]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122128222)
- 本地资源：[[assets/images/260918_0816__中美关系 _关税__2858422254545211.jpg|2858422254545211]]

![[assets/images/260918_0816__中美关系 _关税__2858422254545211.jpg|1200]]

## 143. 5121455524258414

- 所属主题：[[topics/470|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258258455454222)
- 本地资源：[[assets/images/260918_0816__SpaceX__5121455524258414.jpg|5121455524258414]]

![[assets/images/260918_0816__SpaceX__5121455524258414.jpg|1200]]

## 144. 2858422254521821

- 所属主题：[[topics/474|#沙特阿拉伯 #军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122125852)
- 本地资源：[[assets/images/260918_0815__沙特阿拉伯 _军工__2858422254521821.jpg|2858422254521821]]

![[assets/images/260918_0815__沙特阿拉伯 _军工__2858422254521821.jpg|1200]]

## 145. 8858422254521552

- 所属主题：[[topics/478|【东吴电新】碳酸锂周度更新（9.11-9.17）：本周进一步去库，锂价下跌 #价格：本周碳酸锂现货、精矿价格下跌。SMM电池级碳酸锂13.3万元/吨，周环比-8]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425425122122882)
- 本地资源：[[assets/images/260918_0815_【东吴电新】碳酸锂周度更新（9.11-9.17）：本周进一步去库，锂价下跌 _价格：本周碳酸锂现货、__8858422254521552.jpg|8858422254521552]]

![[assets/images/260918_0815_【东吴电新】碳酸锂周度更新（9.11-9.17）：本周进一步去库，锂价下跌 _价格：本周碳酸锂现货、__8858422254521552.jpg|1200]]

## 146. 5121455524254484

- 所属主题：[[topics/482|AI 算力的重心正在彻底反转。 SemiAnalysis 估算，OpenAI 和 Anthropic 的预训练算力占比将从 67% 降至 7%。 同期，后训练与]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521521422588554)
- 本地资源：[[assets/images/260918_0814_AI 算力的重心正在彻底反转。 SemiAnalysis 估算，OpenAI 和 Anthropic__5121455524254484.jpg|5121455524254484]]

![[assets/images/260918_0814_AI 算力的重心正在彻底反转。 SemiAnalysis 估算，OpenAI 和 Anthropic__5121455524254484.jpg|1200]]
