---
date: 2026-10-15
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-10-15 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. 1525118842185822

- 所属主题：[[topics/057|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224212224251)
- 本地资源：[[assets/images/261015_1454__市场__1525118842185822.jpg|1525118842185822]]

![[assets/images/261015_1454__市场__1525118842185822.jpg|1200]]

## 002. 4848221154218148

- 所属主题：[[topics/057|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224212224251)
- 本地资源：[[assets/images/261015_1454__市场__4848221154218148.jpg|4848221154218148]]

![[assets/images/261015_1454__市场__4848221154218148.jpg|1200]]

## 003. 4848221154218518

- 所属主题：[[topics/058|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224212222121)
- 本地资源：[[assets/images/261015_1453__市场__4848221154218518.jpg|4848221154218518]]

![[assets/images/261015_1453__市场__4848221154218518.jpg|1200]]

## 004. 2858441125418241

- 所属主题：[[topics/060|#半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552515555188)
- 本地资源：[[assets/images/261015_1453__半导体__2858441125418241.jpg|2858441125418241]]

![[assets/images/261015_1453__半导体__2858441125418241.jpg|1200]]

## 005. 1525118842185422

- 所属主题：[[topics/062|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554585555114)
- 本地资源：[[assets/images/261015_1453__伊朗__1525118842185422.jpg|1525118842185422]]

![[assets/images/261015_1453__伊朗__1525118842185422.jpg|1200]]

## 006. 2858441125418821

- 所属主题：[[topics/065|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441484445212)
- 本地资源：[[assets/images/261015_1452__AI__2858441125418821.jpg|2858441125418821]]

![[assets/images/261015_1452__AI__2858441125418821.jpg|1200]]

## 007. 1525118842185542

- 所属主题：[[topics/067|#台积电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224212228582)
- 本地资源：[[assets/images/261015_1452__台积电__1525118842185542.jpg|1525118842185542]]

![[assets/images/261015_1452__台积电__1525118842185542.jpg|1200]]

## 008. 1525118842185522

- 所属主题：[[topics/070|【国泰海通｜海外科技】台积电Q3： -毛利率 66.4% 符合卖方预期，略低于乐观的买方预期67%左右 -Capex 138亿美金，出现季度间波动，关注业绩会上]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224212225152)
- 本地资源：[[assets/images/261015_1452_【国泰海通｜海外科技】台积电Q3： -毛利率 66.4% 符合卖方预期，略低于乐观的买方预期67%左__1525118842185522.jpg|1525118842185522]]

![[assets/images/261015_1452_【国泰海通｜海外科技】台积电Q3： -毛利率 66.4% 符合卖方预期，略低于乐观的买方预期67%左__1525118842185522.jpg|1200]]

## 009. 5121448852155244

- 所属主题：[[topics/083|#英特尔]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552521144828)
- 本地资源：[[assets/images/261015_1352__英特尔__5121448852155244.jpg|5121448852155244]]

![[assets/images/261015_1352__英特尔__5121448852155244.jpg|1200]]

## 010. 1525118842545812

- 所属主题：[[topics/084|【宽基ETF午后显著放量 多只ETF成交额超昨日全天】财联社10月15日电，午后宽基ETF显著放量，创业板ETF易方达（159915）成交超71亿，科创50ET]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224241155852)
- 本地资源：[[assets/images/261015_1352_【宽基ETF午后显著放量 多只ETF成交额超昨日全天】财联社10月15日电，午后宽基ETF显著放量，__1525118842545812.jpg|1525118842545812]]

![[assets/images/261015_1352_【宽基ETF午后显著放量 多只ETF成交额超昨日全天】财联社10月15日电，午后宽基ETF显著放量，__1525118842545812.jpg|1200]]

## 011. 2858441125828141

- 所属主题：[[topics/084|【宽基ETF午后显著放量 多只ETF成交额超昨日全天】财联社10月15日电，午后宽基ETF显著放量，创业板ETF易方达（159915）成交超71亿，科创50ET]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224241155852)
- 本地资源：[[assets/images/261015_1352_【宽基ETF午后显著放量 多只ETF成交额超昨日全天】财联社10月15日电，午后宽基ETF显著放量，__2858441125828141.jpg|2858441125828141]]

![[assets/images/261015_1352_【宽基ETF午后显著放量 多只ETF成交额超昨日全天】财联社10月15日电，午后宽基ETF显著放量，__2858441125828141.jpg|1200]]

## 012. 4848221154428848

- 所属主题：[[topics/100|[红包] 硫磺价格持续上行🔥红星发展 600367 硫磺涨价催化来袭，行业供需偏紧，价格抬升带动相关企业盈利弹性打开！ 📌红星发展核心看点： 公司及子公司 20]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224241255481)
- 本地资源：[[assets/images/261015_1337__红包_ 硫磺价格持续上行🔥红星发展 600367 硫磺涨价催化来袭，行业供需偏紧，价格抬升带动相关__4848221154428848.jpg|4848221154428848]]

![[assets/images/261015_1337__红包_ 硫磺价格持续上行🔥红星发展 600367 硫磺涨价催化来袭，行业供需偏紧，价格抬升带动相关__4848221154428848.jpg|1200]]

## 013. 8858441125555582

- 所属主题：[[topics/103|#氯化亚砜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224241551521)
- 本地资源：[[assets/images/261015_1312__氯化亚砜__8858441125555582.jpg|8858441125555582]]

![[assets/images/261015_1312__氯化亚砜__8858441125555582.jpg|1200]]

## 014. 1525118858888882

- 所属主题：[[topics/104|#健身]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224241554281)
- 本地资源：[[assets/images/261015_1311__健身__1525118858888882.jpg|1525118858888882]]

![[assets/images/261015_1311__健身__1525118858888882.jpg|1200]]

## 015. 5121448818888854

- 所属主题：[[topics/105|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224241554821)
- 本地资源：[[assets/images/261015_1311__AI__5121448818888854.jpg|5121448818888854]]

![[assets/images/261015_1311__AI__5121448818888854.jpg|1200]]

## 016. 4848221181111158

- 所属主题：[[topics/106|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224241554512)
- 本地资源：[[assets/images/261015_1311__市场__4848221181111158.jpg|4848221181111158]]

![[assets/images/261015_1311__市场__4848221181111158.jpg|1200]]

## 017. 1525118858881542

- 所属主题：[[topics/107|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554548225214)
- 本地资源：[[assets/images/261015_1310__市场__1525118858881542.jpg|1525118858881542]]

![[assets/images/261015_1310__市场__1525118858881542.jpg|1200]]

## 018. 8858441181111482

- 所属主题：[[topics/107|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554548225214)
- 本地资源：[[assets/images/261015_1310__市场__8858441181111482.jpg|8858441181111482]]

![[assets/images/261015_1310__市场__8858441181111482.jpg|1200]]

## 019. 4848221181111258

- 所属主题：[[topics/107|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554548225214)
- 本地资源：[[assets/images/261015_1310__市场__4848221181111258.jpg|4848221181111258]]

![[assets/images/261015_1310__市场__4848221181111258.jpg|1200]]

## 020. 4848221181111148

- 所属主题：[[topics/107|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554548225214)
- 本地资源：[[assets/images/261015_1310__市场__4848221181111148.jpg|4848221181111148]]

![[assets/images/261015_1310__市场__4848221181111148.jpg|1200]]

## 021. 2858441181114841

- 所属主题：[[topics/108|#OCP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224244111811)
- 本地资源：[[assets/images/261015_1308__OCP__2858441181114841.jpg|2858441181114841]]

![[assets/images/261015_1308__OCP__2858441181114841.jpg|1200]]

## 022. 5121448818884124

- 所属主题：[[topics/109|#OCP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224244111521)
- 本地资源：[[assets/images/261015_1308__OCP__5121448818884124.jpg|5121448818884124]]

![[assets/images/261015_1308__OCP__5121448818884124.jpg|1200]]

## 023. 4848221181112448

- 所属主题：[[topics/110|#Anthropic #IPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552522154218)
- 本地资源：[[assets/images/261015_1308__Anthropic _IPO__4848221181112448.jpg|4848221181112448]]

![[assets/images/261015_1308__Anthropic _IPO__4848221181112448.jpg|1200]]

## 024. 8858441181112442

- 所属主题：[[topics/111|#TSL #内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552522154818)
- 本地资源：[[assets/images/261015_1307__TSL _内存__8858441181112442.jpg|8858441181112442]]

![[assets/images/261015_1307__TSL _内存__8858441181112442.jpg|1200]]

## 025. 4848221181115218

- 所属主题：[[topics/111|#TSL #内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552522154818)
- 本地资源：[[assets/images/261015_1307__TSL _内存__4848221181115218.jpg|4848221181115218]]

![[assets/images/261015_1307__TSL _内存__4848221181115218.jpg|1200]]

## 026. 4848221185848558

- 所属主题：[[topics/126|#酒店]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552524825528)
- 本地资源：[[assets/images/261015_1121__酒店__4848221185848558.jpg|4848221185848558]]

![[assets/images/261015_1121__酒店__4848221185848558.jpg|1200]]

## 027. 5121448815121554

- 所属主题：[[topics/126|#酒店]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552524825528)
- 本地资源：[[assets/images/261015_1121__酒店__5121448815121554.jpg|5121448815121554]]

![[assets/images/261015_1121__酒店__5121448815121554.jpg|1200]]

## 028. 1525118854522442

- 所属主题：[[topics/127|#Coreweave]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224245848842)
- 本地资源：[[assets/images/261015_1121__Coreweave__1525118854522442.jpg|1525118854522442]]

![[assets/images/261015_1121__Coreweave__1525118854522442.jpg|1200]]

## 029. 8858441182855542

- 所属主题：[[topics/128|#健身]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554542141224)
- 本地资源：[[assets/images/261015_1121__健身__8858441182855542.jpg|8858441182855542]]

![[assets/images/261015_1121__健身__8858441182855542.jpg|1200]]

## 030. 8858441182511282

- 所属主题：[[topics/129|#无印良品]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552524845448)
- 本地资源：[[assets/images/261015_1120__无印良品__8858441182511282.jpg|8858441182511282]]

![[assets/images/261015_1120__无印良品__8858441182511282.jpg|1200]]

## 031. 5121448815284544

- 所属主题：[[topics/130|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441412525182)
- 本地资源：[[assets/images/261015_1120__市场__5121448815284544.jpg|5121448815284544]]

![[assets/images/261015_1120__市场__5121448815284544.jpg|1200]]

## 032. 8858441182514842

- 所属主题：[[topics/131|#海力士]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224245858811)
- 本地资源：[[assets/images/261015_1119__海力士__8858441182514842.jpg|8858441182514842]]

![[assets/images/261015_1119__海力士__8858441182514842.jpg|1200]]

## 033. 4848221185415148

- 所属主题：[[topics/132|9.9元健身房，年轻人的“薄肌理论”带火了健身房 最近网上的年轻人“薄肌理论”火了！现如今，真正横空出世并统治了年轻人新审美的，必须、也只能属于薄肌。抛弃对极致]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224245855552)
- 本地资源：[[assets/images/261015_1119_9.9元健身房，年轻人的“薄肌理论”带火了健身房 最近网上的年轻人“薄肌理论”火了！现如今，真正横空__4848221185415148.jpg|4848221185415148]]

![[assets/images/261015_1119_9.9元健身房，年轻人的“薄肌理论”带火了健身房 最近网上的年轻人“薄肌理论”火了！现如今，真正横空__4848221185415148.jpg|1200]]

## 034. 4848221185415528

- 所属主题：[[topics/135|🔥【德展健康】铁死亡切入动脉粥样硬化， 心血管创新药预期差值得重视 子公司红惠新医药与中国医学科学院药物研究所合作，围绕动脉粥样硬化（AS）铁死亡机制推进创新药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441412288112)
- 本地资源：[[assets/images/261015_1119_🔥【德展健康】铁死亡切入动脉粥样硬化， 心血管创新药预期差值得重视 子公司红惠新医药与中国医学科学院__4848221185415528.jpg|4848221185415528]]

![[assets/images/261015_1119_🔥【德展健康】铁死亡切入动脉粥样硬化， 心血管创新药预期差值得重视 子公司红惠新医药与中国医学科学院__4848221185415528.jpg|1200]]

## 035. 5121448815285544

- 所属主题：[[topics/135|🔥【德展健康】铁死亡切入动脉粥样硬化， 心血管创新药预期差值得重视 子公司红惠新医药与中国医学科学院药物研究所合作，围绕动脉粥样硬化（AS）铁死亡机制推进创新药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441412288112)
- 本地资源：[[assets/images/261015_1119_🔥【德展健康】铁死亡切入动脉粥样硬化， 心血管创新药预期差值得重视 子公司红惠新医药与中国医学科学院__5121448815285544.jpg|5121448815285544]]

![[assets/images/261015_1119_🔥【德展健康】铁死亡切入动脉粥样硬化， 心血管创新药预期差值得重视 子公司红惠新医药与中国医学科学院__5121448815285544.jpg|1200]]

## 036. 8858441182518252

- 所属主题：[[topics/138|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224245511812)
- 本地资源：[[assets/images/261015_1118__AI__8858441182518252.jpg|8858441182518252]]

![[assets/images/261015_1118__AI__8858441182518252.jpg|1200]]

## 037. 5121448815281544

- 所属主题：[[topics/138|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224245511812)
- 本地资源：[[assets/images/261015_1118__AI__5121448815281544.jpg|5121448815281544]]

![[assets/images/261015_1118__AI__5121448815281544.jpg|1200]]

## 038. 4848221185418428

- 所属主题：[[topics/142|🔥【罗欣药业——吃了不烧心】近期 AI 短剧台词“贵是贵点，但吃了不烧心” 刷屏全网，“不烧心” 出圈成为网络热梗。背后对应的烧心反酸、胃食管反流，是国内高发消]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554542284844)
- 本地资源：[[assets/images/261015_1118_🔥【罗欣药业——吃了不烧心】近期 AI 短剧台词“贵是贵点，但吃了不烧心” 刷屏全网，“不烧心” 出__4848221185418428.jpg|4848221185418428]]

![[assets/images/261015_1118_🔥【罗欣药业——吃了不烧心】近期 AI 短剧台词“贵是贵点，但吃了不烧心” 刷屏全网，“不烧心” 出__4848221185418428.jpg|1200]]

## 039. 5121448815282814

- 所属主题：[[topics/145|📊]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552524415188)
- 本地资源：[[assets/images/261015_1118_📊__5121448815282814.jpg|5121448815282814]]

![[assets/images/261015_1118_📊__5121448815282814.jpg|1200]]

## 040. 5121448815282424

- 所属主题：[[topics/148|#字节跳动 #联发科]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554542285544)
- 本地资源：[[assets/images/261015_1117__字节跳动 _联发科__5121448815282424.jpg|5121448815282424]]

![[assets/images/261015_1117__字节跳动 _联发科__5121448815282424.jpg|1200]]

## 041. 8858441182515282

- 所属主题：[[topics/150|目前已经有6城落地828细则，一图看懂各城细则特点，一线城市整体较严，二线城市整体相对更具灵活性]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224245512252)
- 本地资源：[[assets/images/261015_1117_目前已经有6城落地828细则，一图看懂各城细则特点，一线城市整体较严，二线城市整体相对更具灵活性__8858441182515282.jpg|8858441182515282]]

![[assets/images/261015_1117_目前已经有6城落地828细则，一图看懂各城细则特点，一线城市整体较严，二线城市整体相对更具灵活性__8858441182515282.jpg|1200]]

## 042. 5121448815245244

- 所属主题：[[topics/161|#冰川网络 #电魂网络]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552524421218)
- 本地资源：[[assets/images/261015_1115__冰川网络 _电魂网络__5121448815245244.jpg|5121448815245244]]

![[assets/images/261015_1115__冰川网络 _电魂网络__5121448815245244.jpg|1200]]

## 043. 8858441188445452

- 所属主题：[[topics/164|#中文在线]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441448415812)
- 本地资源：[[assets/images/261015_1048__中文在线__8858441188445452.jpg|8858441188445452]]

![[assets/images/261015_1048__中文在线__8858441188445452.jpg|1200]]

## 044. 8858441188424542

- 所属主题：[[topics/167|#字节跳动 #联发科]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224221811541)
- 本地资源：[[assets/images/261015_1045__字节跳动 _联发科__8858441188424542.jpg|8858441188424542]]

![[assets/images/261015_1045__字节跳动 _联发科__8858441188424542.jpg|1200]]

## 045. 5121448811454224

- 所属主题：[[topics/168|#康力源]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224221814112)
- 本地资源：[[assets/images/261015_1045__康力源__5121448811454224.jpg|5121448811454224]]

![[assets/images/261015_1045__康力源__5121448811454224.jpg|1200]]

## 046. 8858441188282422

- 所属主题：[[topics/175|莱美药业开启“铁死亡”新赛道，#尖峰集团旗下北京慧宝源生物技术公司深度布局铁死亡！ 1.全球首个铁死亡（Ferroptosis）抗癌药物临床数据重磅出炉，全新细]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441441824122)
- 本地资源：[[assets/images/261015_1024_莱美药业开启“铁死亡”新赛道，_尖峰集团旗下北京慧宝源生物技术公司深度布局铁死亡！ 1.全球首个铁死__8858441188282422.jpg|8858441188282422]]

![[assets/images/261015_1024_莱美药业开启“铁死亡”新赛道，_尖峰集团旗下北京慧宝源生物技术公司深度布局铁死亡！ 1.全球首个铁死__8858441188282422.jpg|1200]]

## 047. 2858441188282821

- 所属主题：[[topics/176|🔥重磅！华策影视联合Utopai在戛纳发布全AI生成3D动画剧集《》预告，AI影视从短视频迈向电影级长篇内容，国民IP全球化迎来新催化！ 🎉 300133！公司]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441441822182)
- 本地资源：[[assets/images/261015_1023_🔥重磅！华策影视联合Utopai在戛纳发布全AI生成3D动画剧集《》预告，AI影视从短视频迈向电影级__2858441188282821.jpg|2858441188282821]]

![[assets/images/261015_1023_🔥重磅！华策影视联合Utopai在戛纳发布全AI生成3D动画剧集《》预告，AI影视从短视频迈向电影级__2858441188282821.jpg|1200]]

## 048. 4848221188588548

- 所属主题：[[topics/177|市场上的很大一部分人似乎想把 Anthropic 低于预期的 ARR 解读为需求放缓的信号，因为 Anthropic 的车型已经落后了。 那么，这种需求都流向哪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554554822224)
- 本地资源：[[assets/images/261015_1023_市场上的很大一部分人似乎想把 Anthropic 低于预期的 ARR 解读为需求放缓的信号，因为 A__4848221188588548.jpg|4848221188588548]]

![[assets/images/261015_1023_市场上的很大一部分人似乎想把 Anthropic 低于预期的 ARR 解读为需求放缓的信号，因为 A__4848221188588548.jpg|1200]]

## 049. 8858441188288882

- 所属主题：[[topics/178|🔥【中盐化工】高纯盐酸单日暴涨40%， 今天盐酸高纯酸报价直接涨到280元/吨，单日+40%，成为化工涨价榜最强品种之一。中盐化工主营氯碱、纯碱、金属钠、盐酸等]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552552212158)
- 本地资源：[[assets/images/261015_1022_🔥【中盐化工】高纯盐酸单日暴涨40%， 今天盐酸高纯酸报价直接涨到280元 吨，单日+40%，成为化__8858441188288882.jpg|8858441188288882]]

![[assets/images/261015_1022_🔥【中盐化工】高纯盐酸单日暴涨40%， 今天盐酸高纯酸报价直接涨到280元 吨，单日+40%，成为化__8858441188288882.jpg|1200]]

## 050. 1525118855588152

- 所属主题：[[topics/185|☀☀☀莱美药业开启“铁死亡”新赛道，#尖峰集团旗下北京慧宝源生物技术公司深度布局铁死亡！ ☀1.全球首个铁死亡（Ferroptosis）抗癌药物临床数据重磅出炉]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554554581824)
- 本地资源：[[assets/images/261015_1015_☀☀☀莱美药业开启“铁死亡”新赛道，_尖峰集团旗下北京慧宝源生物技术公司深度布局铁死亡！ ☀1.全球__1525118855588152.jpg|1525118855588152]]

![[assets/images/261015_1015_☀☀☀莱美药业开启“铁死亡”新赛道，_尖峰集团旗下北京慧宝源生物技术公司深度布局铁死亡！ ☀1.全球__1525118855588152.jpg|1200]]

## 051. 1525118855588522

- 所属主题：[[topics/187|#内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552552518888)
- 本地资源：[[assets/images/261015_1014__内存__1525118855588522.jpg|1525118855588522]]

![[assets/images/261015_1014__内存__1525118855588522.jpg|1200]]

## 052. 8858441188811282

- 所属主题：[[topics/187|#内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552552518888)
- 本地资源：[[assets/images/261015_1014__内存__8858441188811282.jpg|8858441188811282]]

![[assets/images/261015_1014__内存__8858441188811282.jpg|1200]]

## 053. 4848221188411128

- 所属主题：[[topics/191|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554554152254)
- 本地资源：[[assets/images/261015_1003__ETF__4848221188411128.jpg|4848221188411128]]

![[assets/images/261015_1003__ETF__4848221188411128.jpg|1200]]

## 054. 4848221188411158

- 所属主题：[[topics/192|#盘中宝 #大模型]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224224881141)
- 本地资源：[[assets/images/261015_1003__盘中宝 _大模型__4848221188411158.jpg|4848221188411158]]

![[assets/images/261015_1003__盘中宝 _大模型__4848221188411158.jpg|1200]]

## 055. 8858441188511152

- 所属主题：[[topics/193|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224224881151)
- 本地资源：[[assets/images/261015_1003__研选__8858441188511152.jpg|8858441188511152]]

![[assets/images/261015_1003__研选__8858441188511152.jpg|1200]]

## 056. 4848221188411258

- 所属主题：[[topics/194|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224224881222)
- 本地资源：[[assets/images/261015_1002__小光__4848221188411258.jpg|4848221188411258]]

![[assets/images/261015_1002__小光__4848221188411258.jpg|1200]]

## 057. 4848221188411288

- 所属主题：[[topics/195|#AI视频]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224224881841)
- 本地资源：[[assets/images/261015_1002__AI视频__4848221188411288.jpg|4848221188411288]]

![[assets/images/261015_1002__AI视频__4848221188411288.jpg|1200]]

## 058. 5121448811284424

- 所属主题：[[topics/196|#绿盟科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441441558522)
- 本地资源：[[assets/images/261015_1002__绿盟科技__5121448811284424.jpg|5121448811284424]]

![[assets/images/261015_1002__绿盟科技__5121448811284424.jpg|1200]]

## 059. 2858441188514541

- 所属主题：[[topics/198|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224224888552)
- 本地资源：[[assets/images/261015_1001__Anthropic__2858441188514541.jpg|2858441188514541]]

![[assets/images/261015_1001__Anthropic__2858441188514541.jpg|1200]]

## 060. 4848221188415118

- 所属主题：[[topics/201|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224224885221)
- 本地资源：[[assets/images/261015_1001__英伟达__4848221188415118.jpg|4848221188415118]]

![[assets/images/261015_1001__英伟达__4848221188415118.jpg|1200]]

## 061. 5121448811285554

- 所属主题：[[topics/203|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441441552542)
- 本地资源：[[assets/images/261015_1000__小洪__5121448811285554.jpg|5121448811285554]]

![[assets/images/261015_1000__小洪__5121448811285554.jpg|1200]]

## 062. 5121448811285424

- 所属主题：[[topics/203|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441441552542)
- 本地资源：[[assets/images/261015_1000__小洪__5121448811285424.jpg|5121448811285424]]

![[assets/images/261015_1000__小洪__5121448811285424.jpg|1200]]

## 063. 4848221188418418

- 所属主题：[[topics/207|🔥【日出东方】欧洲天然气暴涨150%， 热泵出口弹性重新打开 荷兰TTF天然气涨至85.85欧元/MWh，创2022年底以来新高，年内涨幅超150%；欧洲储气率]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554551545814)
- 本地资源：[[assets/images/261015_0959_🔥【日出东方】欧洲天然气暴涨150%， 热泵出口弹性重新打开 荷兰TTF天然气涨至85.85欧元 M__4848221188418418.jpg|4848221188418418]]

![[assets/images/261015_0959_🔥【日出东方】欧洲天然气暴涨150%， 热泵出口弹性重新打开 荷兰TTF天然气涨至85.85欧元 M__4848221188418418.jpg|1200]]

## 064. 5121448811282484

- 所属主题：[[topics/211|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552558528458)
- 本地资源：[[assets/images/261015_0959__英伟达__5121448811282484.jpg|5121448811282484]]

![[assets/images/261015_0959__英伟达__5121448811282484.jpg|1200]]

## 065. 2858441185152421

- 所属主题：[[topics/234|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225452411)
- 本地资源：[[assets/images/261015_0929__小光__2858441185152421.jpg|2858441185152421]]

![[assets/images/261015_0929__小光__2858441185152421.jpg|1200]]

## 066. 5121448812415844

- 所属主题：[[topics/240|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224225255182)
- 本地资源：[[assets/images/261015_0924__小光__5121448812415844.jpg|5121448812415844]]

![[assets/images/261015_0924__小光__5121448812415844.jpg|1200]]

## 067. 2858441185481221

- 所属主题：[[topics/240|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224225255182)
- 本地资源：[[assets/images/261015_0924__小光__2858441185481221.jpg|2858441185481221]]

![[assets/images/261015_0924__小光__2858441185481221.jpg|1200]]

## 068. 4848221184285518

- 所属主题：[[topics/241|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225812811)
- 本地资源：[[assets/images/261015_0923__红宝书__4848221184285518.jpg|4848221184285518]]

![[assets/images/261015_0923__红宝书__4848221184285518.jpg|1200]]

## 069. 8858441185482822

- 所属主题：[[topics/242|#九点特供]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441442585842)
- 本地资源：[[assets/images/261015_0923__九点特供__8858441185482822.jpg|8858441185482822]]

![[assets/images/261015_0923__九点特供__8858441185482822.jpg|1200]]

## 070. 4848221184285418

- 所属主题：[[topics/243|#电报解读]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552554818258)
- 本地资源：[[assets/images/261015_0923__电报解读__4848221184285418.jpg|4848221184285418]]

![[assets/images/261015_0923__电报解读__4848221184285418.jpg|1200]]

## 071. 4848221184285488

- 所属主题：[[topics/244|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441442582452)
- 本地资源：[[assets/images/261015_0923__研选__4848221184285488.jpg|4848221184285488]]

![[assets/images/261015_0923__研选__4848221184285488.jpg|1200]]

## 072. 2858441185485121

- 所属主题：[[topics/245|#季度报 #崇达技术 #德福科...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441442582542)
- 本地资源：[[assets/images/261015_0923__季度报 _崇达技术 _德福科__2858441185485121.jpg|2858441185485121]]

![[assets/images/261015_0923__季度报 _崇达技术 _德福科__2858441185485121.jpg|1200]]

## 073. 2858441185485411

- 所属主题：[[topics/246|#天然气]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554552148414)
- 本地资源：[[assets/images/261015_0922__天然气__2858441185485411.jpg|2858441185485411]]

![[assets/images/261015_0922__天然气__2858441185485411.jpg|1200]]

## 074. 4848221184284528

- 所属主题：[[topics/247|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225844221)
- 本地资源：[[assets/images/261015_0922__Anthropic__4848221184284528.jpg|4848221184284528]]

![[assets/images/261015_0922__Anthropic__4848221184284528.jpg|1200]]

## 075. 1525118852152142

- 所属主题：[[topics/247|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225844221)
- 本地资源：[[assets/images/261015_0922__Anthropic__1525118852152142.jpg|1525118852152142]]

![[assets/images/261015_0922__Anthropic__1525118852152142.jpg|1200]]

## 076. 5121448812412524

- 所属主题：[[topics/249|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552554822888)
- 本地资源：[[assets/images/261015_0922__监管__5121448812412524.jpg|5121448812412524]]

![[assets/images/261015_0922__监管__5121448812412524.jpg|1200]]

## 077. 2858441185485811

- 所属主题：[[topics/250|#AI短剧]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441442511282)
- 本地资源：[[assets/images/261015_0922__AI短剧__2858441185485811.jpg|2858441185485811]]

![[assets/images/261015_0922__AI短剧__2858441185485811.jpg|1200]]

## 078. 8858441185485512

- 所属主题：[[topics/252|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441442514182)
- 本地资源：[[assets/images/261015_0921__市场__8858441185485512.jpg|8858441185485512]]

![[assets/images/261015_0921__市场__8858441185485512.jpg|1200]]

## 079. 1525118852152222

- 所属主题：[[topics/253|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554552128154)
- 本地资源：[[assets/images/261015_0921__市场__1525118852152222.jpg|1525118852152222]]

![[assets/images/261015_0921__市场__1525118852152222.jpg|1200]]

## 080. 2858441185485551

- 所属主题：[[topics/253|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554552128154)
- 本地资源：[[assets/images/261015_0921__市场__2858441185485551.jpg|2858441185485551]]

![[assets/images/261015_0921__市场__2858441185485551.jpg|1200]]

## 081. 1525118852152252

- 所属主题：[[topics/253|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554552128154)
- 本地资源：[[assets/images/261015_0921__市场__1525118852152252.jpg|1525118852152252]]

![[assets/images/261015_0921__市场__1525118852152252.jpg|1200]]

## 082. 4848221184242188

- 所属主题：[[topics/254|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225854421)
- 本地资源：[[assets/images/261015_0921__监管__4848221184242188.jpg|4848221184242188]]

![[assets/images/261015_0921__监管__4848221184242188.jpg|1200]]

## 083. 2858441185454121

- 所属主题：[[topics/254|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225854421)
- 本地资源：[[assets/images/261015_0921__监管__2858441185454121.jpg|2858441185454121]]

![[assets/images/261015_0921__监管__2858441185454121.jpg|1200]]

## 084. 8858441185451552

- 所属主题：[[topics/254|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225854421)
- 本地资源：[[assets/images/261015_0921__监管__8858441185451552.jpg|8858441185451552]]

![[assets/images/261015_0921__监管__8858441185451552.jpg|1200]]

## 085. 5121448812428224

- 所属主题：[[topics/254|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225854421)
- 本地资源：[[assets/images/261015_0921__监管__5121448812428224.jpg|5121448812428224]]

![[assets/images/261015_0921__监管__5121448812428224.jpg|1200]]

## 086. 2858441185454211

- 所属主题：[[topics/255|#OpenAI #苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441442524282)
- 本地资源：[[assets/images/261015_0920__OpenAI _苹果__2858441185454211.jpg|2858441185454211]]

![[assets/images/261015_0920__OpenAI _苹果__2858441185454211.jpg|1200]]

## 087. 1525118852124882

- 所属主题：[[topics/256|中国6000亿美元债券增持引发幕后购债猜测]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225858881)
- 本地资源：[[assets/images/261015_0920_中国6000亿美元债券增持引发幕后购债猜测__1525118852124882.jpg|1525118852124882]]

![[assets/images/261015_0920_中国6000亿美元债券增持引发幕后购债猜测__1525118852124882.jpg|1200]]

## 088. 2858441185452181

- 所属主题：[[topics/257|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552554844848)
- 本地资源：[[assets/images/261015_0919__彭博新闻 _市场__2858441185452181.jpg|2858441185452181]]

![[assets/images/261015_0919__彭博新闻 _市场__2858441185452181.jpg|1200]]

## 089. 1525118852124852

- 所属主题：[[topics/258|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554552288844)
- 本地资源：[[assets/images/261015_0919__Anthropic__1525118852124852.jpg|1525118852124852]]

![[assets/images/261015_0919__Anthropic__1525118852124852.jpg|1200]]

## 090. 1525118852125852

- 所属主题：[[topics/259|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225511421)
- 本地资源：[[assets/images/261015_0919__美国__1525118852125852.jpg|1525118852125852]]

![[assets/images/261015_0919__美国__1525118852125852.jpg|1200]]

## 091. 4848221184248118

- 所属主题：[[topics/259|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225511421)
- 本地资源：[[assets/images/261015_0919__美国__4848221184248118.jpg|4848221184248118]]

![[assets/images/261015_0919__美国__4848221184248118.jpg|1200]]

## 092. 1525118852125822

- 所属主题：[[topics/260|#美国 #半导体]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441442288512)
- 本地资源：[[assets/images/261015_0919__美国 _半导体__1525118852125822.jpg|1525118852125822]]

![[assets/images/261015_0919__美国 _半导体__1525118852125822.jpg|1200]]

## 093. 1525118852125282

- 所属主题：[[topics/261|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225512251)
- 本地资源：[[assets/images/261015_0918__市场__1525118852125282.jpg|1525118852125282]]

![[assets/images/261015_0918__市场__1525118852125282.jpg|1200]]

## 094. 4848221184244148

- 所属主题：[[topics/263|#高盛 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441442285212)
- 本地资源：[[assets/images/261015_0918__高盛 _市场__4848221184244148.jpg|4848221184244148]]

![[assets/images/261015_0918__高盛 _市场__4848221184244148.jpg|1200]]

## 095. 4848221184244218

- 所属主题：[[topics/264|#高盛 #美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554552282854)
- 本地资源：[[assets/images/261015_0918__高盛 _美股__4848221184244218.jpg|4848221184244218]]

![[assets/images/261015_0918__高盛 _美股__4848221184244218.jpg|1200]]

## 096. 5121448812588484

- 所属主题：[[topics/265|#国债 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554552282424)
- 本地资源：[[assets/images/261015_0918__国债 _AI__5121448812588484.jpg|5121448812588484]]

![[assets/images/261015_0918__国债 _AI__5121448812588484.jpg|1200]]

## 097. 2858441185211811

- 所属主题：[[topics/267|#芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225544481)
- 本地资源：[[assets/images/261015_0917__芯片__2858441185211811.jpg|2858441185211811]]

![[assets/images/261015_0917__芯片__2858441185211811.jpg|1200]]

## 098. 4848221184511888

- 所属主题：[[topics/269|#冰雪经济]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224225544252)
- 本地资源：[[assets/images/261015_0917__冰雪经济__4848221184511888.jpg|4848221184511888]]

![[assets/images/261015_0917__冰雪经济__4848221184511888.jpg|1200]]

## 099. 8858441185214442

- 所属主题：[[topics/271|📑]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554552241424)
- 本地资源：[[assets/images/261015_0916_📑__8858441185214442.jpg|8858441185214442]]

![[assets/images/261015_0916_📑__8858441185214442.jpg|1200]]

## 100. 5121448812585824

- 所属主题：[[topics/272|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224225548841)
- 本地资源：[[assets/images/261015_0916__AI__5121448812585824.jpg|5121448812585824]]

![[assets/images/261015_0916__AI__5121448812585824.jpg|1200]]

## 101. 5121448812582584

- 所属主题：[[topics/273|#GLP-1]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552581118588)
- 本地资源：[[assets/images/261015_0914__GLP-1__5121448812582584.jpg|5121448812582584]]

![[assets/images/261015_0914__GLP-1__5121448812582584.jpg|1200]]

## 102. 5121448812582224

- 所属主题：[[topics/274|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552581121848)
- 本地资源：[[assets/images/261015_0913__苹果__5121448812582224.jpg|5121448812582224]]

![[assets/images/261015_0913__苹果__5121448812582224.jpg|1200]]

## 103. 5121448812544544

- 所属主题：[[topics/275|#科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552581128258)
- 本地资源：[[assets/images/261015_0912__科技__5121448812544544.jpg|5121448812544544]]

![[assets/images/261015_0912__科技__5121448812544544.jpg|1200]]

## 104. 8858441185244222

- 所属主题：[[topics/276|#美联储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552581124518)
- 本地资源：[[assets/images/261015_0912__美联储__8858441185244222.jpg|8858441185244222]]

![[assets/images/261015_0912__美联储__8858441185244222.jpg|1200]]

## 105. 1525118852411422

- 所属主题：[[topics/278|#芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441458812552)
- 本地资源：[[assets/images/261015_0912__芯片__1525118852411422.jpg|1525118852411422]]

![[assets/images/261015_0912__芯片__1525118852411422.jpg|1200]]

## 106. 5121448812544124

- 所属主题：[[topics/281|#中欧关系 #汽车]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224281121281)
- 本地资源：[[assets/images/261015_0912__中欧关系 _汽车__5121448812544124.jpg|5121448812544124]]

![[assets/images/261015_0912__中欧关系 _汽车__5121448812544124.jpg|1200]]

## 107. 2858441185244541

- 所属主题：[[topics/283|#国盛 #股息 #建筑建材 #...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224281124282)
- 本地资源：[[assets/images/261015_0912__国盛 _股息 _建筑建材 ___2858441185244541.jpg|2858441185244541]]

![[assets/images/261015_0912__国盛 _股息 _建筑建材 ___2858441185244541.jpg|1200]]

## 108. 8858441185244522

- 所属主题：[[topics/285|【国联民生能源】环渤海港库存环比下降，电厂日耗上升，可用天数下降 🌟10月14日，72港煤炭库存6144.1万吨，周环比下降0.6%，同比下降199.4万吨；其]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224281124521)
- 本地资源：[[assets/images/261015_0911_【国联民生能源】环渤海港库存环比下降，电厂日耗上升，可用天数下降 🌟10月14日，72港煤炭库存61__8858441185244522.jpg|8858441185244522]]

![[assets/images/261015_0911_【国联民生能源】环渤海港库存环比下降，电厂日耗上升，可用天数下降 🌟10月14日，72港煤炭库存61__8858441185244522.jpg|1200]]

## 109. 1525118852415112

- 所属主题：[[topics/290|【国联民生能源 周泰团队】中国神华9月煤炭产量同环比上升，发电量同比上升、环比下降 煤炭： 2026年9月，公司商品煤产量4450万吨，同比+3.2%，环比+0]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224281125881)
- 本地资源：[[assets/images/261015_0910_【国联民生能源 周泰团队】中国神华9月煤炭产量同环比上升，发电量同比上升、环比下降 煤炭： 2026__1525118852415112.jpg|1525118852415112]]

![[assets/images/261015_0910_【国联民生能源 周泰团队】中国神华9月煤炭产量同环比上升，发电量同比上升、环比下降 煤炭： 2026__1525118852415112.jpg|1200]]

## 110. 2858441185252881

- 所属主题：[[topics/301|#芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224281152122)
- 本地资源：[[assets/images/261015_0908__芯片__2858441185252881.jpg|2858441185252881]]

![[assets/images/261015_0908__芯片__2858441185252881.jpg|1200]]

## 111. 5121448825525424

- 所属主题：[[topics/375|#全知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252212812)
- 本地资源：[[assets/images/261015_0135__全知道__5121448825525424.jpg|5121448825525424]]

![[assets/images/261015_0135__全知道__5121448825525424.jpg|1200]]

## 112. 8858441152252452

- 所属主题：[[topics/376|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441424484582)
- 本地资源：[[assets/images/261015_0135__早知道__8858441152252452.jpg|8858441152252452]]

![[assets/images/261015_0135__早知道__8858441152252452.jpg|1200]]

## 113. 4848221145545248

- 所属主题：[[topics/377|#机构调研 #依米康]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545515858)
- 本地资源：[[assets/images/261015_0135__机构调研 _依米康__4848221145545248.jpg|4848221145545248]]

![[assets/images/261015_0135__机构调研 _依米康__4848221145545248.jpg|1200]]

## 114. 1525118824424122

- 所属主题：[[topics/378|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252212881)
- 本地资源：[[assets/images/261015_0135__龙虎榜__1525118824424122.jpg|1525118824424122]]

![[assets/images/261015_0135__龙虎榜__1525118824424122.jpg|1200]]

## 115. 5121448825525584

- 所属主题：[[topics/379|#复盘]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545515888)
- 本地资源：[[assets/images/261015_0135__复盘__5121448825525584.jpg|5121448825525584]]

![[assets/images/261015_0135__复盘__5121448825525584.jpg|1200]]

## 116. 4848221145545518

- 所属主题：[[topics/380|这说的是哪儿个公司，有知道的嘛？]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545515418)
- 本地资源：[[assets/images/261015_0134_这说的是哪儿个公司，有知道的嘛？__4848221145545518.jpg|4848221145545518]]

![[assets/images/261015_0134_这说的是哪儿个公司，有知道的嘛？__4848221145545518.jpg|1200]]

## 117. 8858441152252222

- 所属主题：[[topics/381|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554525585224)
- 本地资源：[[assets/images/261015_0133__市场__8858441152252222.jpg|8858441152252222]]

![[assets/images/261015_0133__市场__8858441152252222.jpg|1200]]

## 118. 1525118824424452

- 所属主题：[[topics/382|#国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441424485842)
- 本地资源：[[assets/images/261015_0132__国债__1525118824424452.jpg|1525118824424452]]

![[assets/images/261015_0132__国债__1525118824424452.jpg|1200]]

## 119. 2858441152252251

- 所属主题：[[topics/383|#Anthropic #AI安...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252218182)
- 本地资源：[[assets/images/261015_0132__Anthropic _AI安__2858441152252251.jpg|2858441152252251]]

![[assets/images/261015_0132__Anthropic _AI安__2858441152252251.jpg|1200]]

## 120. 8858441152252812

- 所属主题：[[topics/384|#出口]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545518188)
- 本地资源：[[assets/images/261015_0132__出口__8858441152252812.jpg|8858441152252812]]

![[assets/images/261015_0132__出口__8858441152252812.jpg|1200]]

## 121. 1525118824424582

- 所属主题：[[topics/385|#禾赛科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441424485852)
- 本地资源：[[assets/images/261015_0132__禾赛科技__1525118824424582.jpg|1525118824424582]]

![[assets/images/261015_0132__禾赛科技__1525118824424582.jpg|1200]]

## 122. 5121448825525144

- 所属主题：[[topics/386|#ASML]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252218552)
- 本地资源：[[assets/images/261015_0131__ASML__5121448825525144.jpg|5121448825525144]]

![[assets/images/261015_0131__ASML__5121448825525144.jpg|1200]]

## 123. 8858441152252842

- 所属主题：[[topics/387|#欧越关系 #矿]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545518448)
- 本地资源：[[assets/images/261015_0131__欧越关系 _矿__8858441152252842.jpg|8858441152252842]]

![[assets/images/261015_0131__欧越关系 _矿__8858441152252842.jpg|1200]]

## 124. 4848221145545888

- 所属主题：[[topics/388|#高盛 #亚洲]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252215182)
- 本地资源：[[assets/images/261015_0130__高盛 _亚洲__4848221145545888.jpg|4848221145545888]]

![[assets/images/261015_0130__高盛 _亚洲__4848221145545888.jpg|1200]]

## 125. 2858441152252851

- 所属主题：[[topics/389|#ASML]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554525582824)
- 本地资源：[[assets/images/261015_0130__ASML__2858441152252851.jpg|2858441152252851]]

![[assets/images/261015_0130__ASML__2858441152252851.jpg|1200]]

## 126. 1525118824424242

- 所属主题：[[topics/390|#出口]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252215451)
- 本地资源：[[assets/images/261015_0127__出口__1525118824424242.jpg|1525118824424242]]

![[assets/images/261015_0127__出口__1525118824424242.jpg|1200]]

## 127. 8858441152252582

- 所属主题：[[topics/391|#美国 #大选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252215211)
- 本地资源：[[assets/images/261015_0126__美国 _大选__8858441152252582.jpg|8858441152252582]]

![[assets/images/261015_0126__美国 _大选__8858441152252582.jpg|1200]]

## 128. 5121448825521814

- 所属主题：[[topics/392|#国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252215222)
- 本地资源：[[assets/images/261015_0125__国债__5121448825521814.jpg|5121448825521814]]

![[assets/images/261015_0125__国债__5121448825521814.jpg|1200]]

## 129. 1525118824425852

- 所属主题：[[topics/393|#崇达技术]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441424482442)
- 本地资源：[[assets/images/261015_0125__崇达技术__1525118824425852.jpg|1525118824425852]]

![[assets/images/261015_0125__崇达技术__1525118824425852.jpg|1200]]

## 130. 2858441152258421

- 所属主题：[[topics/394|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252215842)
- 本地资源：[[assets/images/261015_0124__市场__2858441152258421.jpg|2858441152258421]]

![[assets/images/261015_0124__市场__2858441152258421.jpg|1200]]

## 131. 2858441152255241

- 所属主题：[[topics/405|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545522218)
- 本地资源：[[assets/images/261015_0120__市场__2858441152255241.jpg|2858441152255241]]

![[assets/images/261015_0120__市场__2858441152255241.jpg|1200]]

## 132. 4848221145544518

- 所属主题：[[topics/405|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545522218)
- 本地资源：[[assets/images/261015_0120__市场__4848221145544518.jpg|4848221145544518]]

![[assets/images/261015_0120__市场__4848221145544518.jpg|1200]]

## 133. 4848221145548588

- 所属主题：[[topics/405|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545522218)
- 本地资源：[[assets/images/261015_0120__市场__4848221145548588.jpg|4848221145548588]]

![[assets/images/261015_0120__市场__4848221145548588.jpg|1200]]

## 134. 4848221145548548

- 所属主题：[[topics/406|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545522258)
- 本地资源：[[assets/images/261015_0120__市场__4848221145548548.jpg|4848221145548548]]

![[assets/images/261015_0120__市场__4848221145548548.jpg|1200]]

## 135. 5121448825522584

- 所属主题：[[topics/407|复盘数据/市场情绪 1.午后行情再度走弱，外围日韩午后也由涨转跌，A股同样出现走低，盘面上缩量明显，市场企稳或仍需时间。外围来看中东冲突仍正延续，油运/石油等受]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554525544414)
- 本地资源：[[assets/images/261015_0120_复盘数据 市场情绪 1.午后行情再度走弱，外围日韩午后也由涨转跌，A股同样出现走低，盘面上缩量明显，__5121448825522584.jpg|5121448825522584]]

![[assets/images/261015_0120_复盘数据 市场情绪 1.午后行情再度走弱，外围日韩午后也由涨转跌，A股同样出现走低，盘面上缩量明显，__5121448825522584.jpg|1200]]

## 136. 8858441152255242

- 所属主题：[[topics/408|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252244212)
- 本地资源：[[assets/images/261015_0119__市场__8858441152255242.jpg|8858441152255242]]

![[assets/images/261015_0119__市场__8858441152255242.jpg|1200]]

## 137. 1525118824422452

- 所属主题：[[topics/409|Evercore ISI：网络设备追踪｜2026 年第二季度 → 全球网络设备收入同比增长 36%，达到 330 亿美元，主要由云服务提供商（增长 72%）带动]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252244242)
- 本地资源：[[assets/images/261015_0119_Evercore ISI：网络设备追踪｜2026 年第二季度 → 全球网络设备收入同比增长 36%，__1525118824422452.jpg|1525118824422452]]

![[assets/images/261015_0119_Evercore ISI：网络设备追踪｜2026 年第二季度 → 全球网络设备收入同比增长 36%，__1525118824422452.jpg|1200]]

## 138. 4848221145544528

- 所属主题：[[topics/409|Evercore ISI：网络设备追踪｜2026 年第二季度 → 全球网络设备收入同比增长 36%，达到 330 亿美元，主要由云服务提供商（增长 72%）带动]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252244242)
- 本地资源：[[assets/images/261015_0119_Evercore ISI：网络设备追踪｜2026 年第二季度 → 全球网络设备收入同比增长 36%，__4848221145544528.jpg|4848221145544528]]

![[assets/images/261015_0119_Evercore ISI：网络设备追踪｜2026 年第二季度 → 全球网络设备收入同比增长 36%，__4848221145544528.jpg|1200]]

## 139. 2858441152255251

- 所属主题：[[topics/413|#高盛 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441424411422)
- 本地资源：[[assets/images/261015_0119__高盛 _市场__2858441152255251.jpg|2858441152255251]]

![[assets/images/261015_0119__高盛 _市场__2858441152255251.jpg|1200]]

## 140. 2858441152255811

- 所属主题：[[topics/415|高盛股票研究“确信买入”名单——10 月更新]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252244821)
- 本地资源：[[assets/images/261015_0118_高盛股票研究“确信买入”名单——10 月更新__2858441152255811.jpg|2858441152255811]]

![[assets/images/261015_0118_高盛股票研究“确信买入”名单——10 月更新__2858441152255811.jpg|1200]]

## 141. 1525118824422422

- 所属主题：[[topics/415|高盛股票研究“确信买入”名单——10 月更新]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252244821)
- 本地资源：[[assets/images/261015_0118_高盛股票研究“确信买入”名单——10 月更新__1525118824422422.jpg|1525118824422422]]

![[assets/images/261015_0118_高盛股票研究“确信买入”名单——10 月更新__1525118824422422.jpg|1200]]

## 142. 1525118824422512

- 所属主题：[[topics/420|#银行]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554525544244)
- 本地资源：[[assets/images/261015_0118__银行__1525118824422512.jpg|1525118824422512]]

![[assets/images/261015_0118__银行__1525118824422512.jpg|1200]]

## 143. 2858441152255821

- 所属主题：[[topics/423|#七匹狼]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545522488)
- 本地资源：[[assets/images/261015_0117__七匹狼__2858441152255821.jpg|2858441152255821]]

![[assets/images/261015_0117__七匹狼__2858441152255821.jpg|1200]]

## 144. 8858441152255822

- 所属主题：[[topics/425|#AI短剧]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441424411222)
- 本地资源：[[assets/images/261015_0117__AI短剧__8858441152255822.jpg|8858441152255822]]

![[assets/images/261015_0117__AI短剧__8858441152255822.jpg|1200]]

## 145. 1525118824422542

- 所属主题：[[topics/427|#中欧关系 #ASML]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252242181)
- 本地资源：[[assets/images/261015_0117__中欧关系 _ASML__1525118824422542.jpg|1525118824422542]]

![[assets/images/261015_0117__中欧关系 _ASML__1525118824422542.jpg|1200]]

## 146. 2858441152255881

- 所属主题：[[topics/429|#美国银行1]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252242412)
- 本地资源：[[assets/images/261015_0117__美国银行1__2858441152255881.jpg|2858441152255881]]

![[assets/images/261015_0117__美国银行1__2858441152255881.jpg|1200]]

## 147. 8858441152255512

- 所属主题：[[topics/431|#债 #融资]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554525541854)
- 本地资源：[[assets/images/261015_0116__债 _融资__8858441152255512.jpg|8858441152255512]]

![[assets/images/261015_0116__债 _融资__8858441152255512.jpg|1200]]

## 148. 4848221145544418

- 所属主题：[[topics/434|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554525541484)
- 本地资源：[[assets/images/261015_0116__小洪__4848221145544418.jpg|4848221145544418]]

![[assets/images/261015_0116__小洪__4848221145544418.jpg|1200]]

## 149. 1525118824422282

- 所属主题：[[topics/435|美亚光电：色选机完美对标龙头泰禾智能，老干妈AI挑辣椒赚54亿营收创新高！ ———————————— 1、#老干妈AI挑辣椒刷屏，食品AI分选需求爆发。老干妈A]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545528218)
- 本地资源：[[assets/images/261015_0116_美亚光电：色选机完美对标龙头泰禾智能，老干妈AI挑辣椒赚54亿营收创新高！ ————————————__1525118824422282.jpg|1525118824422282]]

![[assets/images/261015_0116_美亚光电：色选机完美对标龙头泰禾智能，老干妈AI挑辣椒赚54亿营收创新高！ ————————————__1525118824422282.jpg|1200]]

## 150. 5121448825522244

- 所属主题：[[topics/437|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441424415112)
- 本地资源：[[assets/images/261015_0116__AI安全__5121448825522244.jpg|5121448825522244]]

![[assets/images/261015_0116__AI安全__5121448825522244.jpg|1200]]

## 151. 1525118824422252

- 所属主题：[[topics/439|#美国 #消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252248211)
- 本地资源：[[assets/images/261015_0115__美国 _消费__1525118824422252.jpg|1525118824422252]]

![[assets/images/261015_0115__美国 _消费__1525118824422252.jpg|1200]]

## 152. 2858441152255551

- 所属主题：[[topics/441|#中赞关系 #铜 #货币]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252248221)
- 本地资源：[[assets/images/261015_0115__中赞关系 _铜 _货币__2858441152255551.jpg|2858441152255551]]

![[assets/images/261015_0115__中赞关系 _铜 _货币__2858441152255551.jpg|1200]]

## 153. 1525118824422222

- 所属主题：[[topics/447|#ASML]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224252248881)
- 本地资源：[[assets/images/261015_0114__ASML__1525118824422222.jpg|1525118824422222]]

![[assets/images/261015_0114__ASML__1525118824422222.jpg|1200]]

## 154. 4848221145811128

- 所属主题：[[topics/449|#港股 #IPO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252248882)
- 本地资源：[[assets/images/261015_0114__港股 _IPO__4848221145811128.jpg|4848221145811128]]

![[assets/images/261015_0114__港股 _IPO__4848221145811128.jpg|1200]]

## 155. 1525118824588812

- 所属主题：[[topics/451|#美国银行 #经济数据]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554525541124)
- 本地资源：[[assets/images/261015_0114__美国银行 _经济数据__1525118824588812.jpg|1525118824588812]]

![[assets/images/261015_0114__美国银行 _经济数据__1525118824588812.jpg|1200]]

## 156. 2858441152811121

- 所属主题：[[topics/453|#风能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554525541244)
- 本地资源：[[assets/images/261015_0114__风能__2858441152811121.jpg|2858441152811121]]

![[assets/images/261015_0114__风能__2858441152811121.jpg|1200]]

## 157. 5121448825188484

- 所属主题：[[topics/466|#中德关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252221442)
- 本地资源：[[assets/images/261015_0112__中德关系__5121448825188484.jpg|5121448825188484]]

![[assets/images/261015_0112__中德关系__5121448825188484.jpg|1200]]

## 158. 5121448825188444

- 所属主题：[[topics/474|#中伟新材]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224252221252)
- 本地资源：[[assets/images/261015_0110__中伟新材__5121448825188444.jpg|5121448825188444]]

![[assets/images/261015_0110__中伟新材__5121448825188444.jpg|1200]]

## 159. 4848221145811258

- 所属主题：[[topics/476|#国海 #社融数据]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441424448512)
- 本地资源：[[assets/images/261015_0110__国海 _社融数据__4848221145811258.jpg|4848221145811258]]

![[assets/images/261015_0110__国海 _社融数据__4848221145811258.jpg|1200]]

## 160. 1525118824588142

- 所属主题：[[topics/479|#OpenAI #苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552545551848)
- 本地资源：[[assets/images/261015_0110__OpenAI _苹果__1525118824588142.jpg|1525118824588142]]

![[assets/images/261015_0110__OpenAI _苹果__1525118824588142.jpg|1200]]
