---
date: 2026-09-23
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-09-23 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. 5121441414884584

- 所属主题：[[topics/027|#风能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542188822288)
- 本地资源：[[assets/images/260923_2216__风能__5121441414884584.jpg|5121441414884584]]

![[assets/images/260923_2216__风能__5121441414884584.jpg|1200]]

## 002. 5121441414884514

- 所属主题：[[topics/028|#3D打印]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524811144544)
- 本地资源：[[assets/images/260923_2216__3D打印__5121441414884514.jpg|5121441414884514]]

![[assets/images/260923_2216__3D打印__5121441414884514.jpg|1200]]

## 003. 2858448484114821

- 所属主题：[[topics/029|#VNA]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254188844881)
- 本地资源：[[assets/images/260923_2216__VNA__2858448484114821.jpg|2858448484114821]]

![[assets/images/260923_2216__VNA__2858448484114821.jpg|1200]]

## 004. 2858448484114521

- 所属主题：[[topics/030|#聚乳酸]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542188825418)
- 本地资源：[[assets/images/260923_2216__聚乳酸__2858448484114521.jpg|2858448484114521]]

![[assets/images/260923_2216__聚乳酸__2858448484114521.jpg|1200]]

## 005. 5121441414885884

- 所属主题：[[topics/031|#铜箔]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542188825488)
- 本地资源：[[assets/images/260923_2215__铜箔__5121441414885884.jpg|5121441414885884]]

![[assets/images/260923_2215__铜箔__5121441414885884.jpg|1200]]

## 006. 4848228282115128

- 所属主题：[[topics/032|#小米]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421855515842)
- 本地资源：[[assets/images/260923_2215__小米__4848228282115128.jpg|4848228282115128]]

![[assets/images/260923_2215__小米__4848228282115128.jpg|1200]]

## 007. 8858448484112142

- 所属主题：[[topics/032|#小米]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421855515842)
- 本地资源：[[assets/images/260923_2215__小米__8858448484112142.jpg|8858448484112142]]

![[assets/images/260923_2215__小米__8858448484112142.jpg|1200]]

## 008. 8858448484118882

- 所属主题：[[topics/039|#摩根大通 #电力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254188855451)
- 本地资源：[[assets/images/260923_2212__摩根大通 _电力__8858448484118882.jpg|8858448484118882]]

![[assets/images/260923_2212__摩根大通 _电力__8858448484118882.jpg|1200]]

## 009. 4848228282118418

- 所属主题：[[topics/042|纳斯达克 100 指数自 6 月以来首次创下新高，其上涨之路可谓坎坷。如今，推动此轮上涨的股市多头们正在寻找证据，以证明这股上涨势头不会减弱。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542188844548)
- 本地资源：[[assets/images/260923_2212_纳斯达克 100 指数自 6 月以来首次创下新高，其上涨之路可谓坎坷。如今，推动此轮上涨的股市多头们__4848228282118418.jpg|4848228282118418]]

![[assets/images/260923_2212_纳斯达克 100 指数自 6 月以来首次创下新高，其上涨之路可谓坎坷。如今，推动此轮上涨的股市多头们__4848228282118418.jpg|1200]]

## 010. 5121441415845424

- 所属主题：[[topics/066|#Enveda]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524825525114)
- 本地资源：[[assets/images/260923_2013__Enveda__5121441415845424.jpg|5121441415845424]]

![[assets/images/260923_2013__Enveda__5121441415845424.jpg|1200]]

## 011. 1525115154814442

- 所属主题：[[topics/068|#AI #中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145545488)
- 本地资源：[[assets/images/260923_2012__AI _中美关系__1525115154814442.jpg|1525115154814442]]

![[assets/images/260923_2012__AI _中美关系__1525115154814442.jpg|1200]]

## 012. 5121441415845124

- 所属主题：[[topics/070|#Anthropic #IDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254152258121)
- 本地资源：[[assets/images/260923_2012__Anthropic _IDC__5121441415845124.jpg|5121441415845124]]

![[assets/images/260923_2012__Anthropic _IDC__5121441415845124.jpg|1200]]

## 013. 5121441415841484

- 所属主题：[[topics/072|#中美关系 #医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524825522444)
- 本地资源：[[assets/images/260923_2012__中美关系 _医药__5121441415841484.jpg|5121441415841484]]

![[assets/images/260923_2012__中美关系 _医药__5121441415841484.jpg|1200]]

## 014. 5121441415841444

- 所属主题：[[topics/074|#粤芯半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254152255211)
- 本地资源：[[assets/images/260923_2012__粤芯半导体__5121441415841444.jpg|5121441415841444]]

![[assets/images/260923_2012__粤芯半导体__5121441415841444.jpg|1200]]

## 015. 8858448482148442

- 所属主题：[[topics/076|#俄罗斯 #天然气]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421824422422)
- 本地资源：[[assets/images/260923_2012__俄罗斯 _天然气__8858448482148442.jpg|8858448482148442]]

![[assets/images/260923_2012__俄罗斯 _天然气__8858448482148442.jpg|1200]]

## 016. 1525115154812842

- 所属主题：[[topics/078|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254152255881)
- 本地资源：[[assets/images/260923_2012__AI安全__1525115154812842.jpg|1525115154812842]]

![[assets/images/260923_2012__AI安全__1525115154812842.jpg|1200]]

## 017. 1525115154812852

- 所属主题：[[topics/080|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145544458)
- 本地资源：[[assets/images/260923_2011__伊朗__1525115154812852.jpg|1525115154812852]]

![[assets/images/260923_2011__伊朗__1525115154812852.jpg|1200]]

## 018. 5121441415842444

- 所属主题：[[topics/082|#伊朗 #航空]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145811158)
- 本地资源：[[assets/images/260923_2011__伊朗 _航空__5121441415842444.jpg|5121441415842444]]

![[assets/images/260923_2011__伊朗 _航空__5121441415842444.jpg|1200]]

## 019. 2858448482145211

- 所属主题：[[topics/084|#氢氧化锂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421824588112)
- 本地资源：[[assets/images/260923_2011__氢氧化锂__2858448482145211.jpg|2858448482145211]]

![[assets/images/260923_2011__氢氧化锂__2858448482145211.jpg|1200]]

## 020. 5121441415842554

- 所属主题：[[topics/086|#中美关系 #AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254152814442)
- 本地资源：[[assets/images/260923_2011__中美关系 _AI安全__5121441415842554.jpg|5121441415842554]]

![[assets/images/260923_2011__中美关系 _AI安全__5121441415842554.jpg|1200]]

## 021. 8858448482124422

- 所属主题：[[topics/095|#港股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524825114184)
- 本地资源：[[assets/images/260923_2008__港股__8858448482124422.jpg|8858448482124422]]

![[assets/images/260923_2008__港股__8858448482124422.jpg|1200]]

## 022. 1525115154841152

- 所属主题：[[topics/097|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524825115514)
- 本地资源：[[assets/images/260923_2008__OpenAI__1525115154841152.jpg|1525115154841152]]

![[assets/images/260923_2008__OpenAI__1525115154841152.jpg|1200]]

## 023. 5121441415854524

- 所属主题：[[topics/104|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254152888481)
- 本地资源：[[assets/images/260923_2007__三星__5121441415854524.jpg|5121441415854524]]

![[assets/images/260923_2007__三星__5121441415854524.jpg|1200]]

## 024. 8858448482124882

- 所属主题：[[topics/106|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145888548)
- 本地资源：[[assets/images/260923_2007__市场__8858448482124882.jpg|8858448482124882]]

![[assets/images/260923_2007__市场__8858448482124882.jpg|1200]]

## 025. 1525115154841542

- 所属主题：[[topics/106|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145888548)
- 本地资源：[[assets/images/260923_2007__市场__1525115154841542.jpg|1525115154841542]]

![[assets/images/260923_2007__市场__1525115154841542.jpg|1200]]

## 026. 2858448482124551

- 所属主题：[[topics/110|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145884428)
- 本地资源：[[assets/images/260923_2007__三星__2858448482124551.jpg|2858448482124551]]

![[assets/images/260923_2007__三星__2858448482124551.jpg|1200]]

## 027. 1525115154844842

- 所属主题：[[topics/113|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254152851122)
- 本地资源：[[assets/images/260923_2006__市场__1525115154844842.jpg|1525115154844842]]

![[assets/images/260923_2006__市场__1525115154844842.jpg|1200]]

## 028. 1525115154844822

- 所属主题：[[topics/115|#港股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145841228)
- 本地资源：[[assets/images/260923_2006__港股__1525115154844822.jpg|1525115154844822]]

![[assets/images/260923_2006__港股__1525115154844822.jpg|1200]]

## 029. 1525115154845182

- 所属主题：[[topics/117|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145841248)
- 本地资源：[[assets/images/260923_2006__市场__1525115154845182.jpg|1525115154845182]]

![[assets/images/260923_2006__市场__1525115154845182.jpg|1200]]

## 030. 2858448482122451

- 所属主题：[[topics/117|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145841248)
- 本地资源：[[assets/images/260923_2006__市场__2858448482122451.jpg|2858448482122451]]

![[assets/images/260923_2006__市场__2858448482122451.jpg|1200]]

## 031. 5121441415855444

- 所属主题：[[topics/117|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542145841248)
- 本地资源：[[assets/images/260923_2006__市场__5121441415855444.jpg|5121441415855444]]

![[assets/images/260923_2006__市场__5121441415855444.jpg|1200]]

## 032. 2858448482128211

- 所属主题：[[topics/120|复盘数据/市场情绪 1.市场再度出现缩量和冲高回落；早盘一度房地产走强，但冲高回落伤害市场人气。外围中东冲突延续，油运/石油等受到扰动。9月还有4个交易日。 2]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421824521222)
- 本地资源：[[assets/images/260923_2005_复盘数据 市场情绪 1.市场再度出现缩量和冲高回落；早盘一度房地产走强，但冲高回落伤害市场人气。外围__2858448482128211.jpg|2858448482128211]]

![[assets/images/260923_2005_复盘数据 市场情绪 1.市场再度出现缩量和冲高回落；早盘一度房地产走强，但冲高回落伤害市场人气。外围__2858448482128211.jpg|1200]]

## 033. 1525115154845582

- 所属主题：[[topics/129|#国海 #ESMO #医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524825121214)
- 本地资源：[[assets/images/260923_2004__国海 _ESMO _医药__1525115154845582.jpg|1525115154845582]]

![[assets/images/260923_2004__国海 _ESMO _医药__1525115154845582.jpg|1200]]

## 034. 1525115128225422

- 所属主题：[[topics/137|#碳酸锂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254441155841)
- 本地资源：[[assets/images/260923_1451__碳酸锂__1525115128225422.jpg|1525115128225422]]

![[assets/images/260923_1451__碳酸锂__1525115128225422.jpg|1200]]

## 035. 1525115128225582

- 所属主题：[[topics/138|#沙特阿拉伯 #原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421118822552)
- 本地资源：[[assets/images/260923_1450__沙特阿拉伯 _原油__1525115128225582.jpg|1525115128225582]]

![[assets/images/260923_1450__沙特阿拉伯 _原油__1525115128225582.jpg|1200]]

## 036. 4848228242112128

- 所属主题：[[topics/140|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254441451121)
- 本地资源：[[assets/images/260923_1446__英伟达__4848228242112128.jpg|4848228242112128]]

![[assets/images/260923_1446__英伟达__4848228242112128.jpg|1200]]

## 037. 1525115121188412

- 所属主题：[[topics/152|#振华股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254441884121)
- 本地资源：[[assets/images/260923_1424__振华股份__1525115121188412.jpg|1525115121188412]]

![[assets/images/260923_1424__振华股份__1525115121188412.jpg|1200]]

## 038. 4848228242211818

- 所属主题：[[topics/153|#铬]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421118554842)
- 本地资源：[[assets/images/260923_1424__铬__4848228242211818.jpg|4848228242211818]]

![[assets/images/260923_1424__铬__4848228242211818.jpg|1200]]

## 039. 1525115121188122

- 所属主题：[[topics/153|#铬]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421118554842)
- 本地资源：[[assets/images/260923_1424__铬__1525115121188122.jpg|1525115121188122]]

![[assets/images/260923_1424__铬__1525115121188122.jpg|1200]]

## 040. 1525115121188542

- 所属主题：[[topics/154|#飞乐音响]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254441882481)
- 本地资源：[[assets/images/260923_1423__飞乐音响__1525115121188542.jpg|1525115121188542]]

![[assets/images/260923_1423__飞乐音响__1525115121188542.jpg|1200]]

## 041. 1525115121188552

- 所属主题：[[topics/155|#Nscale #字节跳动]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254441882851)
- 本地资源：[[assets/images/260923_1423__Nscale _字节跳动__1525115121188552.jpg|1525115121188552]]

![[assets/images/260923_1423__Nscale _字节跳动__1525115121188552.jpg|1200]]

## 042. 2858448454411521

- 所属主题：[[topics/156|#美日关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421118211452)
- 本地资源：[[assets/images/260923_1422__美日关系__2858448454411521.jpg|2858448454411521]]

![[assets/images/260923_1422__美日关系__2858448454411521.jpg|1200]]

## 043. 8858448454411552

- 所属主题：[[topics/157|#VNA]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421118211242)
- 本地资源：[[assets/images/260923_1422__VNA__8858448454411552.jpg|8858448454411552]]

![[assets/images/260923_1422__VNA__8858448454411552.jpg|1200]]

## 044. 1525115121444282

- 所属主题：[[topics/169|#3D打印]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421111558422)
- 本地资源：[[assets/images/260923_1340__3D打印__1525115121444282.jpg|1525115121444282]]

![[assets/images/260923_1340__3D打印__1525115121444282.jpg|1200]]

## 045. 8858448454222542

- 所属主题：[[topics/170|#碳化硅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524444118114)
- 本地资源：[[assets/images/260923_1339__碳化硅__8858448454222542.jpg|8858448454222542]]

![[assets/images/260923_1339__碳化硅__8858448454222542.jpg|1200]]

## 046. 5121441424555254

- 所属主题：[[topics/171|#交换机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421111558552)
- 本地资源：[[assets/images/260923_1339__交换机__5121441424555254.jpg|5121441424555254]]

![[assets/images/260923_1339__交换机__5121441424555254.jpg|1200]]

## 047. 1525115121445882

- 所属主题：[[topics/172|#先进数通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254444884542)
- 本地资源：[[assets/images/260923_1339__先进数通__1525115121445882.jpg|1525115121445882]]

![[assets/images/260923_1339__先进数通__1525115121445882.jpg|1200]]

## 048. 5121441424555224

- 所属主题：[[topics/172|#先进数通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254444884542)
- 本地资源：[[assets/images/260923_1339__先进数通__5121441424555224.jpg|5121441424555224]]

![[assets/images/260923_1339__先进数通__5121441424555224.jpg|1200]]

## 049. 2858448454225841

- 所属主题：[[topics/182|#英特尔 #玻璃基板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254444888551)
- 本地资源：[[assets/images/260923_1337__英特尔 _玻璃基板__2858448454225841.jpg|2858448454225841]]

![[assets/images/260923_1337__英特尔 _玻璃基板__2858448454225841.jpg|1200]]

## 050. 5121441424128514

- 所属主题：[[topics/185|#聚乳酸]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254442448151)
- 本地资源：[[assets/images/260923_1313__聚乳酸__5121441424128514.jpg|5121441424128514]]

![[assets/images/260923_1313__聚乳酸__5121441424128514.jpg|1200]]

## 051. 8858448454851282

- 所属主题：[[topics/186|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524445441454)
- 本地资源：[[assets/images/260923_1312__市场__8858448454851282.jpg|8858448454851282]]

![[assets/images/260923_1312__市场__8858448454851282.jpg|1200]]

## 052. 5121441424128114

- 所属主题：[[topics/187|#BESS]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542225228528)
- 本地资源：[[assets/images/260923_1312__BESS__5121441424128114.jpg|5121441424128114]]

![[assets/images/260923_1312__BESS__5121441424128114.jpg|1200]]

## 053. 4848228242841428

- 所属主题：[[topics/188|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421114112252)
- 本地资源：[[assets/images/260923_1311__市场__4848228242841428.jpg|4848228242841428]]

![[assets/images/260923_1311__市场__4848228242841428.jpg|1200]]

## 054. 1525115121528242

- 所属主题：[[topics/189|#宁德时代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542225251188)
- 本地资源：[[assets/images/260923_1311__宁德时代__1525115121528242.jpg|1525115121528242]]

![[assets/images/260923_1311__宁德时代__1525115121528242.jpg|1200]]

## 055. 5121441424124254

- 所属主题：[[topics/190|#量子计算]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254442421452)
- 本地资源：[[assets/images/260923_1311__量子计算__5121441424124254.jpg|5121441424124254]]

![[assets/images/260923_1311__量子计算__5121441424124254.jpg|1200]]

## 056. 1525115121521252

- 所属主题：[[topics/191|#朝韩关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542225251558)
- 本地资源：[[assets/images/260923_1311__朝韩关系__1525115121521252.jpg|1525115121521252]]

![[assets/images/260923_1311__朝韩关系__1525115121521252.jpg|1200]]

## 057. 1525115121524882

- 所属主题：[[topics/192|#基金 #保险]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254442424852)
- 本地资源：[[assets/images/260923_1310__基金 _保险__1525115121524882.jpg|1525115121524882]]

![[assets/images/260923_1310__基金 _保险__1525115121524882.jpg|1200]]

## 058. 4848228242845188

- 所属主题：[[topics/193|#VNA]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254442424522)
- 本地资源：[[assets/images/260923_1310__VNA__4848228242845188.jpg|4848228242845188]]

![[assets/images/260923_1310__VNA__4848228242845188.jpg|1200]]

## 059. 2858448454851511

- 所属主题：[[topics/193|#VNA]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254442424522)
- 本地资源：[[assets/images/260923_1310__VNA__2858448454851511.jpg|2858448454851511]]

![[assets/images/260923_1310__VNA__2858448454851511.jpg|1200]]

## 060. 2858448454852281

- 所属主题：[[topics/194|#东方雨虹]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524445451284)
- 本地资源：[[assets/images/260923_1309__东方雨虹__2858448454852281.jpg|2858448454852281]]

![[assets/images/260923_1309__东方雨虹__2858448454852281.jpg|1200]]

## 061. 4848228242845548

- 所属主题：[[topics/195|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254442425181)
- 本地资源：[[assets/images/260923_1309__AI__4848228242845548.jpg|4848228242845548]]

![[assets/images/260923_1309__AI__4848228242845548.jpg|1200]]

## 062. 5121441424121844

- 所属主题：[[topics/196|CPU 瓶颈以两种方式有助于内存： 1. 服务器 CPU 的增长应直接提升对高容量 DDR5 服务器 DRAM 的需求 2. GPU 和 AI 加速器的增长应同]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542228444558)
- 本地资源：[[assets/images/260923_1308_CPU 瓶颈以两种方式有助于内存： 1. 服务器 CPU 的增长应直接提升对高容量 DDR5 服务器__5121441424121844.jpg|5121441424121844]]

![[assets/images/260923_1308_CPU 瓶颈以两种方式有助于内存： 1. 服务器 CPU 的增长应直接提升对高容量 DDR5 服务器__5121441424121844.jpg|1200]]

## 063. 1525115121524252

- 所属主题：[[topics/196|CPU 瓶颈以两种方式有助于内存： 1. 服务器 CPU 的增长应直接提升对高容量 DDR5 服务器 DRAM 的需求 2. GPU 和 AI 加速器的增长应同]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542228444558)
- 本地资源：[[assets/images/260923_1308_CPU 瓶颈以两种方式有助于内存： 1. 服务器 CPU 的增长应直接提升对高容量 DDR5 服务器__1525115121524252.jpg|1525115121524252]]

![[assets/images/260923_1308_CPU 瓶颈以两种方式有助于内存： 1. 服务器 CPU 的增长应直接提升对高容量 DDR5 服务器__1525115121524252.jpg|1200]]

## 064. 5121441424121214

- 所属主题：[[topics/197|#Rubin]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524442888824)
- 本地资源：[[assets/images/260923_1308__Rubin__5121441424121214.jpg|5121441424121214]]

![[assets/images/260923_1308__Rubin__5121441424121214.jpg|1200]]

## 065. 4848228242848488

- 所属主题：[[topics/199|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542224111558)
- 本地资源：[[assets/images/260923_1307__中美关系__4848228242848488.jpg|4848228242848488]]

![[assets/images/260923_1307__中美关系__4848228242848488.jpg|1200]]

## 066. 2858448454855121

- 所属主题：[[topics/202|#海力士]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524442884224)
- 本地资源：[[assets/images/260923_1307__海力士__2858448454855121.jpg|2858448454855121]]

![[assets/images/260923_1307__海力士__2858448454855121.jpg|1200]]

## 067. 5121441424122224

- 所属主题：[[topics/212|#博通]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421112882552)
- 本地资源：[[assets/images/260923_1305__博通__5121441424122224.jpg|5121441424122224]]

![[assets/images/260923_1305__博通__5121441424122224.jpg|1200]]

## 068. 8858448455451282

- 所属主题：[[topics/240|AI新分支——矢量网络分析仪 （VNA）10cm：东方中科20cm：鼎阳科技，优利德，普源精电30cm：创远信科]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254428412582)
- 本地资源：[[assets/images/260923_1117_AI新分支——矢量网络分析仪 （VNA）10cm：东方中科20cm：鼎阳科技，优利德，普源精电30c__8858448455451282.jpg|8858448455451282]]

![[assets/images/260923_1117_AI新分支——矢量网络分析仪 （VNA）10cm：东方中科20cm：鼎阳科技，优利德，普源精电30c__8858448455451282.jpg|1200]]

## 069. 2858448455451581

- 所属主题：[[topics/243|闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542258218558)
- 本地资源：[[assets/images/260923_1117_闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元__2858448455451581.jpg|2858448455451581]]

![[assets/images/260923_1117_闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元__2858448455451581.jpg|1200]]

## 070. 1525115122128522

- 所属主题：[[topics/243|闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542258218558)
- 本地资源：[[assets/images/260923_1117_闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元__1525115122128522.jpg|1525115122128522]]

![[assets/images/260923_1117_闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元__1525115122128522.jpg|1200]]

## 071. 1525115122128582

- 所属主题：[[topics/243|闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542258218558)
- 本地资源：[[assets/images/260923_1117_闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元__1525115122128582.jpg|1525115122128582]]

![[assets/images/260923_1117_闪迪公司-如今的闪迪已今非昔比；首次覆盖，给予买入评级，目标价 2400 美元__1525115122128582.jpg|1200]]

## 072. 4848228244515828

- 所属主题：[[topics/252|AI 服务器高速 PCB 对阻抗、插损、串扰指标严苛， 矢量网络分析仪 VNA 成为保障板卡交付良率的关键检测设备。002819东方中科：作为国内 VNA 重要]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542258525148)
- 本地资源：[[assets/images/260923_1108_AI 服务器高速 PCB 对阻抗、插损、串扰指标严苛， 矢量网络分析仪 VNA 成为保障板卡交付良率__4848228244515828.jpg|4848228244515828]]

![[assets/images/260923_1108_AI 服务器高速 PCB 对阻抗、插损、串扰指标严苛， 矢量网络分析仪 VNA 成为保障板卡交付良率__4848228244515828.jpg|1200]]

## 073. 5121441422585154

- 所属主题：[[topics/254|#胜宏科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254428242241)
- 本地资源：[[assets/images/260923_1107__胜宏科技__5121441422585154.jpg|5121441422585154]]

![[assets/images/260923_1107__胜宏科技__5121441422585154.jpg|1200]]

## 074. 4848228244515848

- 所属主题：[[topics/256|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524451545184)
- 本地资源：[[assets/images/260923_1107__中美关系__4848228244515848.jpg|4848228244515848]]

![[assets/images/260923_1107__中美关系__4848228244515848.jpg|1200]]

## 075. 8858448455212512

- 所属主题：[[topics/258|#东财 #液冷 #山东威达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254428242851)
- 本地资源：[[assets/images/260923_1107__东财 _液冷 _山东威达__8858448455212512.jpg|8858448455212512]]

![[assets/images/260923_1107__东财 _液冷 _山东威达__8858448455212512.jpg|1200]]

## 076. 4848228244518848

- 所属主题：[[topics/261|#中欧关系 #汽车]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524451542814)
- 本地资源：[[assets/images/260923_1107__中欧关系 _汽车__4848228244518848.jpg|4848228244518848]]

![[assets/images/260923_1107__中欧关系 _汽车__4848228244518848.jpg|1200]]

## 077. 5121441422145144

- 所属主题：[[topics/263|#东财 #山东威达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421145218542)
- 本地资源：[[assets/images/260923_1048__东财 _山东威达__5121441422145144.jpg|5121441422145144]]

![[assets/images/260923_1048__东财 _山东威达__5121441422145144.jpg|1200]]

## 078. 2858448455825281

- 所属主题：[[topics/274|#黄酒]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524452842154)
- 本地资源：[[assets/images/260923_1039__黄酒__2858448455825281.jpg|2858448455825281]]

![[assets/images/260923_1039__黄酒__2858448455825281.jpg|1200]]

## 079. 8858448455825842

- 所属主题：[[topics/276|#阿里巴巴]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254425121111)
- 本地资源：[[assets/images/260923_1039__阿里巴巴__8858448455825842.jpg|8858448455825842]]

![[assets/images/260923_1039__阿里巴巴__8858448455825842.jpg|1200]]

## 080. 4848228244484458

- 所属主题：[[topics/283|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542254814248)
- 本地资源：[[assets/images/260923_1020__市场__4848228244484458.jpg|4848228244484458]]

![[assets/images/260923_1020__市场__4848228244484458.jpg|1200]]

## 081. 2858448455551451

- 所属主题：[[topics/288|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421142511542)
- 本地资源：[[assets/images/260923_1019__AI__2858448455551451.jpg|2858448455551451]]

![[assets/images/260923_1019__AI__2858448455551451.jpg|1200]]

## 082. 8858448211154242

- 所属主题：[[topics/292|地产配套：电梯，水泥，装修]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421158851122)
- 本地资源：[[assets/images/260923_1002_地产配套：电梯，水泥，装修__8858448211154242.jpg|8858448211154242]]

![[assets/images/260923_1002_地产配套：电梯，水泥，装修__8858448211154242.jpg|1200]]

## 083. 4848228511142448

- 所属主题：[[topics/294|实际上是1,156笔]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524418815254)
- 本地资源：[[assets/images/260923_1001_实际上是1,156笔__4848228511142448.jpg|4848228511142448]]

![[assets/images/260923_1001_实际上是1,156笔__4848228511142448.jpg|1200]]

## 084. 5121441588825884

- 所属主题：[[topics/295|#兰生股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542281188128)
- 本地资源：[[assets/images/260923_1001__兰生股份__5121441588825884.jpg|5121441588825884]]

![[assets/images/260923_1001__兰生股份__5121441588825884.jpg|1200]]

## 085. 2858448211152141

- 所属主题：[[topics/296|#电子布]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542281188228)
- 本地资源：[[assets/images/260923_1001__电子布__2858448211152141.jpg|2858448211152141]]

![[assets/images/260923_1001__电子布__2858448211152141.jpg|1200]]

## 086. 8858448211158112

- 所属主题：[[topics/297|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254481151412)
- 本地资源：[[assets/images/260923_1000__小光__8858448211158112.jpg|8858448211158112]]

![[assets/images/260923_1000__小光__8858448211158112.jpg|1200]]

## 087. 5121441588481884

- 所属主题：[[topics/299|#服务器]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421158125422)
- 本地资源：[[assets/images/260923_0954__服务器__5121441588481884.jpg|5121441588481884]]

![[assets/images/260923_0954__服务器__5121441588481884.jpg|1200]]

## 088. 4848228511214118

- 所属主题：[[topics/300|#量子计算]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421158122122)
- 本地资源：[[assets/images/260923_0953__量子计算__4848228511214118.jpg|4848228511214118]]

![[assets/images/260923_0953__量子计算__4848228511214118.jpg|1200]]

## 089. 4848228511245888

- 所属主题：[[topics/315|#玻璃基板]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254481844582)
- 本地资源：[[assets/images/260923_0945__玻璃基板__4848228511245888.jpg|4848228511245888]]

![[assets/images/260923_0945__玻璃基板__4848228511245888.jpg|1200]]

## 090. 4848228511245428

- 所属主题：[[topics/319|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524418141414)
- 本地资源：[[assets/images/260923_0944__市场__4848228511245428.jpg|4848228511245428]]

![[assets/images/260923_0944__市场__4848228511245428.jpg|1200]]

## 091. 8858448211221142

- 所属主题：[[topics/326|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254282528542)
- 本地资源：[[assets/images/260923_0928__美股__8858448211221142.jpg|8858448211221142]]

![[assets/images/260923_0928__美股__8858448211221142.jpg|1200]]

## 092. 2858448211221421

- 所属主题：[[topics/330|国内风机价格分析 根据长江电新MCP，AI回复： 1、陆风裸机价格已走完一轮完整下行周期并触底回升。全口径季度中位价从 2022Q1 的 2,070 元/kW]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524515218884)
- 本地资源：[[assets/images/260923_0928_国内风机价格分析 根据长江电新MCP，AI回复： 1、陆风裸机价格已走完一轮完整下行周期并触底回升。__2858448211221421.jpg|2858448211221421]]

![[assets/images/260923_0928_国内风机价格分析 根据长江电新MCP，AI回复： 1、陆风裸机价格已走完一轮完整下行周期并触底回升。__2858448211221421.jpg|1200]]

## 093. 4848228511851228

- 所属主题：[[topics/338|#天风 #创新药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524511181814)
- 本地资源：[[assets/images/260923_0914__天风 _创新药__4848228511851228.jpg|4848228511851228]]

![[assets/images/260923_0914__天风 _创新药__4848228511851228.jpg|1200]]

## 094. 2858448211888421

- 所属主题：[[topics/346|#乌克兰]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421455228212)
- 本地资源：[[assets/images/260923_0907__乌克兰__2858448211888421.jpg|2858448211888421]]

![[assets/images/260923_0907__乌克兰__2858448211888421.jpg|1200]]

## 095. 1525115488555452

- 所属主题：[[topics/347|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421455224152)
- 本地资源：[[assets/images/260923_0906__监管__1525115488555452.jpg|1525115488555452]]

![[assets/images/260923_0906__监管__1525115488555452.jpg|1200]]

## 096. 1525115488555812

- 所属主题：[[topics/347|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421455224152)
- 本地资源：[[assets/images/260923_0906__监管__1525115488555812.jpg|1525115488555812]]

![[assets/images/260923_0906__监管__1525115488555812.jpg|1200]]

## 097. 8858448211888842

- 所属主题：[[topics/348|#Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254288552852)
- 本地资源：[[assets/images/260923_0906__Meta__8858448211888842.jpg|8858448211888842]]

![[assets/images/260923_0906__Meta__8858448211888842.jpg|1200]]

## 098. 1525115488552422

- 所属主题：[[topics/349|#Anthropic #Ope...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421455222812)
- 本地资源：[[assets/images/260923_0906__Anthropic _Ope__1525115488552422.jpg|1525115488552422]]

![[assets/images/260923_0906__Anthropic _Ope__1525115488552422.jpg|1200]]

## 099. 4848228511888858

- 所属主题：[[topics/349|#Anthropic #Ope...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421455222812)
- 本地资源：[[assets/images/260923_0906__Anthropic _Ope__4848228511888858.jpg|4848228511888858]]

![[assets/images/260923_0906__Anthropic _Ope__4848228511888858.jpg|1200]]

## 100. 2858448211885881

- 所属主题：[[topics/350|#GPU]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254288555581)
- 本地资源：[[assets/images/260923_0906__GPU__2858448211885881.jpg|2858448211885881]]

![[assets/images/260923_0906__GPU__2858448211885881.jpg|1200]]

## 101. 8858448211885582

- 所属主题：[[topics/351|#Anthropic #Ope...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254285114442)
- 本地资源：[[assets/images/260923_0906__Anthropic _Ope__8858448211885582.jpg|8858448211885582]]

![[assets/images/260923_0906__Anthropic _Ope__8858448211885582.jpg|1200]]

## 102. 1525115488552222

- 所属主题：[[topics/352|#Anthropic #医疗I...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254285114522)
- 本地资源：[[assets/images/260923_0906__Anthropic _医疗I__1525115488552222.jpg|1525115488552222]]

![[assets/images/260923_0906__Anthropic _医疗I__1525115488552222.jpg|1200]]

## 103. 4848228511841158

- 所属主题：[[topics/353|#宝马]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254285181282)
- 本地资源：[[assets/images/260923_0905__宝马__4848228511841158.jpg|4848228511841158]]

![[assets/images/260923_0905__宝马__4848228511841158.jpg|1200]]

## 104. 8858448211851442

- 所属主题：[[topics/354|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524512814454)
- 本地资源：[[assets/images/260923_0905__OpenAI__8858448211851442.jpg|8858448211851442]]

![[assets/images/260923_0905__OpenAI__8858448211851442.jpg|1200]]

## 105. 4848228511841818

- 所属主题：[[topics/355|#日乌关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542584188188)
- 本地资源：[[assets/images/260923_0905__日乌关系__4848228511841818.jpg|4848228511841818]]

![[assets/images/260923_0905__日乌关系__4848228511841818.jpg|1200]]

## 106. 5121441588128124

- 所属主题：[[topics/356|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542584141118)
- 本地资源：[[assets/images/260923_0904__美国__5121441588128124.jpg|5121441588128124]]

![[assets/images/260923_0904__美国__5121441588128124.jpg|1200]]

## 107. 5121441588124124

- 所属主题：[[topics/357|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542584141588)
- 本地资源：[[assets/images/260923_0904__监管__5121441588124124.jpg|5121441588124124]]

![[assets/images/260923_0904__监管__5121441588124124.jpg|1200]]

## 108. 8858448211854542

- 所属主题：[[topics/358|#量子计算]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542584142588)
- 本地资源：[[assets/images/260923_0904__量子计算__8858448211854542.jpg|8858448211854542]]

![[assets/images/260923_0904__量子计算__8858448211854542.jpg|1200]]

## 109. 2858448211852181

- 所属主题：[[topics/359|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254285154541)
- 本地资源：[[assets/images/260923_0904__伊朗__2858448211852181.jpg|2858448211852181]]

![[assets/images/260923_0904__伊朗__2858448211852181.jpg|1200]]

## 110. 5121441588125514

- 所属主题：[[topics/361|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524512825554)
- 本地资源：[[assets/images/260923_0904__中美关系__5121441588125514.jpg|5121441588125514]]

![[assets/images/260923_0904__中美关系__5121441588125514.jpg|1200]]

## 111. 4848228511845848

- 所属主题：[[topics/362|#CPU]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421452825582)
- 本地资源：[[assets/images/260923_0904__CPU__4848228511845848.jpg|4848228511845848]]

![[assets/images/260923_0904__CPU__4848228511845848.jpg|1200]]

## 112. 8858448211855152

- 所属主题：[[topics/366|#日本]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542584212858)
- 本地资源：[[assets/images/260923_0903__日本__8858448211855152.jpg|8858448211855152]]

![[assets/images/260923_0903__日本__8858448211855152.jpg|1200]]

## 113. 5121441588251584

- 所属主题：[[topics/377|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524512442254)
- 本地资源：[[assets/images/260923_0901__市场__5121441588251584.jpg|5121441588251584]]

![[assets/images/260923_0901__市场__5121441588251584.jpg|1200]]

## 114. 2858448211525411

- 所属主题：[[topics/381|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542584511828)
- 本地资源：[[assets/images/260923_0901__Anthropic__2858448211525411.jpg|2858448211525411]]

![[assets/images/260923_0901__Anthropic__2858448211525411.jpg|1200]]

## 115. 2858448211581241

- 所属主题：[[topics/383|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254285212421)
- 本地资源：[[assets/images/260923_0901__AI__2858448211581241.jpg|2858448211581241]]

![[assets/images/260923_0901__AI__2858448211581241.jpg|1200]]

## 116. 4848228511481258

- 所属主题：[[topics/383|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254285212421)
- 本地资源：[[assets/images/260923_0901__AI__4848228511481258.jpg|4848228511481258]]

![[assets/images/260923_0901__AI__4848228511481258.jpg|1200]]

## 117. 4848228511481428

- 所属主题：[[topics/388|#半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254285241182)
- 本地资源：[[assets/images/260923_0900__半导体__4848228511481428.jpg|4848228511481428]]

![[assets/images/260923_0900__半导体__4848228511481428.jpg|1200]]

## 118. 4848228511482148

- 所属主题：[[topics/390|#北京 #多晶硅]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421452411452)
- 本地资源：[[assets/images/260923_0900__北京 _多晶硅__4848228511482148.jpg|4848228511482148]]

![[assets/images/260923_0900__北京 _多晶硅__4848228511482148.jpg|1200]]

## 119. 4848228512554458

- 所属主题：[[topics/422|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421424255852)
- 本地资源：[[assets/images/260923_0815__中美关系__4848228512554458.jpg|4848228512554458]]

![[assets/images/260923_0815__中美关系__4848228512554458.jpg|1200]]

## 120. 5121441584518244

- 所属主题：[[topics/425|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421424255412)
- 本地资源：[[assets/images/260923_0815__AI__5121441584518244.jpg|5121441584518244]]

![[assets/images/260923_0815__AI__5121441584518244.jpg|1200]]

## 121. 5121441584518214

- 所属主题：[[topics/427|#柴油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524525211184)
- 本地资源：[[assets/images/260923_0815__柴油__5121441584518214.jpg|5121441584518214]]

![[assets/images/260923_0815__柴油__5121441584518214.jpg|1200]]

## 122. 2858448214284181

- 所属主题：[[topics/428|#AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524525211114)
- 本地资源：[[assets/images/260923_0814__AI基建__2858448214284181.jpg|2858448214284181]]

![[assets/images/260923_0814__AI基建__2858448214284181.jpg|1200]]

## 123. 8858448214284442

- 所属主题：[[topics/431|#富邦 #光通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254258142141)
- 本地资源：[[assets/images/260923_0814__富邦 _光通信__8858448214284442.jpg|8858448214284442]]

![[assets/images/260923_0814__富邦 _光通信__8858448214284442.jpg|1200]]

## 124. 5121441584514544

- 所属主题：[[topics/432|#伯恩斯坦 #英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425814182)
- 本地资源：[[assets/images/260923_0814__伯恩斯坦 _英伟达__5121441584514544.jpg|5121441584514544]]

![[assets/images/260923_0814__伯恩斯坦 _英伟达__5121441584514544.jpg|1200]]

## 125. 8858448214284252

- 所属主题：[[topics/433|#内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425814412)
- 本地资源：[[assets/images/260923_0814__内存__8858448214284252.jpg|8858448214284252]]

![[assets/images/260923_0814__内存__8858448214284252.jpg|1200]]

## 126. 1525115481451552

- 所属主题：[[topics/434|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542548125818)
- 本地资源：[[assets/images/260923_0814__伊朗__1525115481451552.jpg|1525115481451552]]

![[assets/images/260923_0814__伊朗__1525115481451552.jpg|1200]]

## 127. 2858448214284811

- 所属主题：[[topics/434|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542548125818)
- 本地资源：[[assets/images/260923_0814__伊朗__2858448214284811.jpg|2858448214284811]]

![[assets/images/260923_0814__伊朗__2858448214284811.jpg|1200]]

## 128. 4848228512582418

- 所属主题：[[topics/438|#美国 #AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425814252)
- 本地资源：[[assets/images/260923_0813__美国 _AI安全__4848228512582418.jpg|4848228512582418]]

![[assets/images/260923_0813__美国 _AI安全__4848228512582418.jpg|1200]]

## 129. 4848228512582428

- 所属主题：[[topics/441|#摩根大通 #科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524521842884)
- 本地资源：[[assets/images/260923_0813__摩根大通 _科技__4848228512582428.jpg|4848228512582428]]

![[assets/images/260923_0813__摩根大通 _科技__4848228512582428.jpg|1200]]

## 130. 4848228512585118

- 所属主题：[[topics/444|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254258145211)
- 本地资源：[[assets/images/260923_0813__监管__4848228512585118.jpg|4848228512585118]]

![[assets/images/260923_0813__监管__4848228512585118.jpg|1200]]

## 131. 5121441584511884

- 所属主题：[[topics/448|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542548124448)
- 本地资源：[[assets/images/260923_0812__苹果__5121441584511884.jpg|5121441584511884]]

![[assets/images/260923_0812__苹果__5121441584511884.jpg|1200]]

## 132. 1525115481455882

- 所属主题：[[topics/450|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425848842)
- 本地资源：[[assets/images/260923_0812__Anthropic__1525115481455882.jpg|1525115481455882]]

![[assets/images/260923_0812__Anthropic__1525115481455882.jpg|1200]]

## 133. 5121441584511844

- 所属主题：[[topics/451|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542548151148)
- 本地资源：[[assets/images/260923_0812__OpenAI__5121441584511844.jpg|5121441584511844]]

![[assets/images/260923_0812__OpenAI__5121441584511844.jpg|1200]]

## 134. 8858448214288182

- 所属主题：[[topics/452|#中美关系 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524521854484)
- 本地资源：[[assets/images/260923_0812__中美关系 _AI__8858448214288182.jpg|8858448214288182]]

![[assets/images/260923_0812__中美关系 _AI__8858448214288182.jpg|1200]]

## 135. 4848228512588258

- 所属主题：[[topics/456|#原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425841282)
- 本地资源：[[assets/images/260923_0811__原油__4848228512588258.jpg|4848228512588258]]

![[assets/images/260923_0811__原油__4848228512588258.jpg|1200]]

## 136. 1525115481455122

- 所属主题：[[topics/458|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425844882)
- 本地资源：[[assets/images/260923_0811__彭博新闻 _市场__1525115481455122.jpg|1525115481455122]]

![[assets/images/260923_0811__彭博新闻 _市场__1525115481455122.jpg|1200]]

## 137. 2858448214288821

- 所属主题：[[topics/460|#IDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254258122122)
- 本地资源：[[assets/images/260923_0811__IDC__2858448214288821.jpg|2858448214288821]]

![[assets/images/260923_0811__IDC__2858448214288821.jpg|1200]]

## 138. 5121441584512884

- 所属主题：[[topics/471|#蓝箭航天]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258254258125441)
- 本地资源：[[assets/images/260923_0810__蓝箭航天__5121441584512884.jpg|5121441584512884]]

![[assets/images/260923_0810__蓝箭航天__5121441584512884.jpg|1200]]

## 139. 5121441584528824

- 所属主题：[[topics/480|#Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425854852)
- 本地资源：[[assets/images/260923_0808__Meta__5121441584528824.jpg|5121441584528824]]

![[assets/images/260923_0808__Meta__5121441584528824.jpg|1200]]

## 140. 1525115481428142

- 所属主题：[[topics/484|#内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542548185548)
- 本地资源：[[assets/images/260923_0808__内存__1525115481428142.jpg|1525115481428142]]

![[assets/images/260923_0808__内存__1525115481428142.jpg|1200]]

## 141. 1525115481428482

- 所属主题：[[topics/489|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425855182)
- 本地资源：[[assets/images/260923_0807__美股__1525115481428482.jpg|1525115481428482]]

![[assets/images/260923_0807__美股__1525115481428482.jpg|1200]]

## 142. 1525115481428452

- 所属主题：[[topics/491|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254258185482)
- 本地资源：[[assets/images/260923_0807__AI安全__1525115481428452.jpg|1525115481428452]]

![[assets/images/260923_0807__AI安全__1525115481428452.jpg|1200]]

## 143. 2858448214254181

- 所属主题：[[topics/500|#中信 #ESMO #医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425421425821452)
- 本地资源：[[assets/images/260923_0806__中信 _ESMO _医药__2858448214254181.jpg|2858448214254181]]

![[assets/images/260923_0806__中信 _ESMO _医药__2858448214254181.jpg|1200]]

## 144. 8858448214252122

- 所属主题：[[topics/503|#国海 #Meta]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258254258154512)
- 本地资源：[[assets/images/260923_0806__国海 _Meta__8858448214252122.jpg|8858448214252122]]

![[assets/images/260923_0806__国海 _Meta__8858448214252122.jpg|1200]]

## 145. 2858448214252181

- 所属主题：[[topics/505|【全球炼化-航运-造船重大提示】我们监测发现截至9月21日全球已有99家大化工企业出现停产/减产/不可抗力情景，俄乌及中东大体量炼厂化工厂物理性产能损失及漫长的]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524521825844)
- 本地资源：[[assets/images/260923_0805_【全球炼化-航运-造船重大提示】我们监测发现截至9月21日全球已有99家大化工企业出现停产 减产 不__2858448214252181.jpg|2858448214252181]]

![[assets/images/260923_0805_【全球炼化-航运-造船重大提示】我们监测发现截至9月21日全球已有99家大化工企业出现停产 减产 不__2858448214252181.jpg|1200]]

## 146. 5121441584525444

- 所属主题：[[topics/508|🔥【国联民生能源周泰团队】8月晋陕蒙新产量同比-30.9%/+3.2%/+5.3%/+0.1% ▍2026年8月，中国原煤产量36182万吨，同比-7.7%；日]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548542548145518)
- 本地资源：[[assets/images/260923_0805_🔥【国联民生能源周泰团队】8月晋陕蒙新产量同比-30.9% +3.2% +5.3% +0.1% ▍2__5121441584525444.jpg|5121441584525444]]

![[assets/images/260923_0805_🔥【国联民生能源周泰团队】8月晋陕蒙新产量同比-30.9% +3.2% +5.3% +0.1% ▍2__5121441584525444.jpg|1200]]

## 147. 5121441584525424

- 所属主题：[[topics/511|#微软]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521524521821554)
- 本地资源：[[assets/images/260923_0805__微软__5121441584525424.jpg|5121441584525424]]

![[assets/images/260923_0805__微软__5121441584525424.jpg|1200]]
