--- date: 2026-10-16 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-10-16 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. 8858415558222122 - 所属主题：[[topics/001|棒子从我们下午开盘回落]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425448254482582) - 本地资源：[[assets/images/261016_1433_棒子从我们下午开盘回落__8858415558222122.jpg|8858415558222122]] ![[assets/images/261016_1433_棒子从我们下午开盘回落__8858415558222122.jpg|1200]] ## 002. 2858415558222441 - 所属主题：[[topics/002|#台湾 #芯片]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258221582215851) - 本地资源：[[assets/images/261016_1433__台湾 _芯片__2858415558222441.jpg|2858415558222441]] ![[assets/images/261016_1433__台湾 _芯片__2858415558222441.jpg|1200]] ## 003. 8858415558222222 - 所属主题：[[topics/004|#TSL #碳纤维]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548551485521458) - 本地资源：[[assets/images/261016_1433__TSL _碳纤维__8858415558222222.jpg|8858415558222222]] ![[assets/images/261016_1433__TSL _碳纤维__8858415558222222.jpg|1200]] ## 004. 5121482221555184 - 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所属主题：[[topics/066|#TSL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548551488881588) - 本地资源：[[assets/images/261016_1335__TSL__8858415555114442.jpg|8858415555114442]] ![[assets/images/261016_1335__TSL__8858415555114442.jpg|1200]] ## 041. 4848214444112528 - 所属主题：[[topics/068|#西地那非]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548551488881458) - 本地资源：[[assets/images/261016_1335__西地那非__4848214444112528.jpg|4848214444112528]] ![[assets/images/261016_1335__西地那非__4848214444112528.jpg|1200]] ## 042. 1525118888545142 - 所属主题：[[topics/089|#风能]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521558211122884) - 本地资源：[[assets/images/261016_1330__风能__1525118888545142.jpg|1525118888545142]] ![[assets/images/261016_1330__风能__1525118888545142.jpg|1200]] ## 043. 5121448888151584 - 所属主题：[[topics/091|PTFE 应用进展更新：英伟达在 OCP 展示 PTFE 英伟达在 OCP 全球峰会上展示了其 NVLink PTFE 板原型，并列出了 7 家供应商（见图表）]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425448255522112) - 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所属主题：[[topics/185|#AI4S]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224114845481) - 本地资源：[[assets/images/261016_1019__AI4S__4848221115588128.jpg|4848221115588128]] ![[assets/images/261016_1019__AI4S__4848221115588128.jpg|1200]] ## 066. 5121448885511484 - 所属主题：[[topics/187|#联合能源集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224114845822) - 本地资源：[[assets/images/261016_1019__联合能源集团__5121448885511484.jpg|5121448885511484]] ![[assets/images/261016_1019__联合能源集团__5121448885511484.jpg|1200]] ## 067. 8858441112288422 - 所属主题：[[topics/189|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224114824111) - 本地资源：[[assets/images/261016_1019__ETF__8858441112288422.jpg|8858441112288422]] ![[assets/images/261016_1019__ETF__8858441112288422.jpg|1200]] ## 068. 5121448885511184 - 所属主题：[[topics/194|26年双十一跟踪❸：大促首日李佳琦美妆节销售跟踪 ⭐️结论：整体美妆销售氛围并不太浓厚，美妆销售中一度穿插较多服饰产品，产品售罄的情况有所减少；品牌仅依靠经典单]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554884155124) - 本地资源：[[assets/images/261016_1018_26年双十一跟踪❸：大促首日李佳琦美妆节销售跟踪 ⭐️结论：整体美妆销售氛围并不太浓厚，美妆销售中一__5121448885511184.jpg|5121448885511184]] ![[assets/images/261016_1018_26年双十一跟踪❸：大促首日李佳琦美妆节销售跟踪 ⭐️结论：整体美妆销售氛围并不太浓厚，美妆销售中一__5121448885511184.jpg|1200]] ## 069. 2858441112252511 - 所属主题：[[topics/199|#就业 #税]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224114525241) - 本地资源：[[assets/images/261016_1011__就业 _税__2858441112252511.jpg|2858441112252511]] ![[assets/images/261016_1011__就业 _税__2858441112252511.jpg|1200]] ## 070. 2858441112528441 - 所属主题：[[topics/212|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441882528522) - 本地资源：[[assets/images/261016_0939__小光__2858441112528441.jpg|2858441112528441]] ![[assets/images/261016_0939__小光__2858441112528441.jpg|1200]] ## 071. 4848221115458428 - 所属主题：[[topics/217|#肿瘤]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441882288182) - 本地资源：[[assets/images/261016_0938__肿瘤__4848221115458428.jpg|4848221115458428]] ![[assets/images/261016_0938__肿瘤__4848221115458428.jpg|1200]] ## 072. 1525118885184142 - 所属主题：[[topics/250|#华为 #汽车]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224141542121) - 本地资源：[[assets/images/261016_0919__华为 _汽车__1525118885184142.jpg|1525118885184142]] ![[assets/images/261016_0919__华为 _汽车__1525118885184142.jpg|1200]] ## 073. 8858441118412822 - 所属主题：[[topics/251|#红宝书]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552121428828) - 本地资源：[[assets/images/261016_0919__红宝书__8858441118412822.jpg|8858441118412822]] ![[assets/images/261016_0919__红宝书__8858441118412822.jpg|1200]] ## 074. 8858441115528842 - 所属主题：[[topics/254|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224141584422) - 本地资源：[[assets/images/261016_0917__ETF__8858441115528842.jpg|8858441115528842]] ![[assets/images/261016_0917__ETF__8858441115528842.jpg|1200]] ## 075. 1525118882242582 - 所属主题：[[topics/255|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441818254812) - 本地资源：[[assets/images/261016_0917__研选__1525118882242582.jpg|1525118882242582]] ![[assets/images/261016_0917__研选__1525118882242582.jpg|1200]] ## 076. 4848221114481118 - 所属主题：[[topics/256|#电报解读 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554844844814) - 本地资源：[[assets/images/261016_0917__电报解读 _市场__4848221114481118.jpg|4848221114481118]] ![[assets/images/261016_0917__电报解读 _市场__4848221114481118.jpg|1200]] ## 077. 8858441115581422 - 所属主题：[[topics/257|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811814282) - 本地资源：[[assets/images/261016_0916__九点特供__8858441115581422.jpg|8858441115581422]] ![[assets/images/261016_0916__九点特供__8858441115581422.jpg|1200]] ## 078. 4848221114481588 - 所属主题：[[topics/258|#电报解读 #Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552122128148) - 本地资源：[[assets/images/261016_0916__电报解读 _Meta__4848221114481588.jpg|4848221114481588]] ![[assets/images/261016_0916__电报解读 _Meta__4848221114481588.jpg|1200]] ## 079. 1525118882251542 - 所属主题：[[topics/259|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554844858184) - 本地资源：[[assets/images/261016_0916__市场__1525118882251542.jpg|1525118882251542]] ![[assets/images/261016_0916__市场__1525118882251542.jpg|1200]] ## 080. 4848221114482418 - 所属主题：[[topics/260|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224144124822) - 本地资源：[[assets/images/261016_0916__ETF__4848221114482418.jpg|4848221114482418]] ![[assets/images/261016_0916__ETF__4848221114482418.jpg|1200]] ## 081. 2858441115585511 - 所属主题：[[topics/261|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811841252) - 本地资源：[[assets/images/261016_0916__监管__2858441115585511.jpg|2858441115585511]] ![[assets/images/261016_0916__监管__2858441115585511.jpg|1200]] ## 082. 2858441115585821 - 所属主题：[[topics/261|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811841252) - 本地资源：[[assets/images/261016_0916__监管__2858441115585821.jpg|2858441115585821]] ![[assets/images/261016_0916__监管__2858441115585821.jpg|1200]] ## 083. 5121448882215844 - 所属主题：[[topics/261|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811841252) - 本地资源：[[assets/images/261016_0916__监管__5121448882215844.jpg|5121448882215844]] ![[assets/images/261016_0916__监管__5121448882215844.jpg|1200]] ## 084. 8858441115582122 - 所属主题：[[topics/262|#基金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554844851224) - 本地资源：[[assets/images/261016_0915__基金__8858441115582122.jpg|8858441115582122]] ![[assets/images/261016_0915__基金__8858441115582122.jpg|1200]] ## 085. 1525118882254482 - 所属主题：[[topics/263|#Taco]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224144125541) - 本地资源：[[assets/images/261016_0915__Taco__1525118882254482.jpg|1525118882254482]] ![[assets/images/261016_0915__Taco__1525118882254482.jpg|1200]] ## 086. 5121448882212584 - 所属主题：[[topics/264|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811858222) - 本地资源：[[assets/images/261016_0915__市场__5121448882212584.jpg|5121448882212584]] ![[assets/images/261016_0915__市场__5121448882212584.jpg|1200]] ## 087. 5121448882212454 - 所属主题：[[topics/264|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811858222) - 本地资源：[[assets/images/261016_0915__市场__5121448882212454.jpg|5121448882212454]] ![[assets/images/261016_0915__市场__5121448882212454.jpg|1200]] ## 088. 8858441115582252 - 所属主题：[[topics/264|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811858222) - 本地资源：[[assets/images/261016_0915__市场__8858441115582252.jpg|8858441115582252]] ![[assets/images/261016_0915__市场__8858441115582252.jpg|1200]] ## 089. 8858441115554542 - 所属主题：[[topics/265|#内存]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552122281548) - 本地资源：[[assets/images/261016_0913__内存__8858441115554542.jpg|8858441115554542]] ![[assets/images/261016_0913__内存__8858441115554542.jpg|1200]] ## 090. 2858441115558451 - 所属主题：[[topics/266|混合键合概念股汇总]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224144482452) - 本地资源：[[assets/images/261016_0912_混合键合概念股汇总__2858441115558451.jpg|2858441115558451]] ![[assets/images/261016_0912_混合键合概念股汇总__2858441115558451.jpg|1200]] ## 091. 5121448882221114 - 所属主题：[[topics/267|#ASML]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224144488422) - 本地资源：[[assets/images/261016_0912__ASML__5121448882221114.jpg|5121448882221114]] ![[assets/images/261016_0912__ASML__5121448882221114.jpg|1200]] ## 092. 8858441115555542 - 所属主题：[[topics/268|#摩根大通 #AI基建]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552122284828) - 本地资源：[[assets/images/261016_0911__摩根大通 _AI基建__8858441115555542.jpg|8858441115555542]] ![[assets/images/261016_0911__摩根大通 _AI基建__8858441115555542.jpg|1200]] ## 093. 8858441141111442 - 所属主题：[[topics/269|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811121422) - 本地资源：[[assets/images/261016_0911__ETF__8858441141111442.jpg|8858441141111442]] ![[assets/images/261016_0911__ETF__8858441141111442.jpg|1200]] ## 094. 1525118818888482 - 所属主题：[[topics/270|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224144454551) - 本地资源：[[assets/images/261016_0911__市场__1525118818888482.jpg|1525118818888482]] ![[assets/images/261016_0911__市场__1525118818888482.jpg|1200]] ## 095. 1525118818888512 - 所属主题：[[topics/272|#Coreweave]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224144452482) - 本地资源：[[assets/images/261016_0911__Coreweave__1525118818888512.jpg|1525118818888512]] ![[assets/images/261016_0911__Coreweave__1525118818888512.jpg|1200]] ## 096. 8858441141111842 - 所属主题：[[topics/272|#Coreweave]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224144452482) - 本地资源：[[assets/images/261016_0911__Coreweave__8858441141111842.jpg|8858441141111842]] ![[assets/images/261016_0911__Coreweave__8858441141111842.jpg|1200]] ## 097. 4848221121111488 - 所属主题：[[topics/273|【盘后A股上市公司重点业绩公告精选】财联社10月15日电，据财联社不完全统计，截至发稿，盘后包括海光信息、深南电路、沐曦股份、江波龙、光迅科技、中金黄金、中科曙]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224144458841) - 本地资源：[[assets/images/261016_0910_【盘后A股上市公司重点业绩公告精选】财联社10月15日电，据财联社不完全统计，截至发稿，盘后包括海光__4848221121111488.jpg|4848221121111488]] ![[assets/images/261016_0910_【盘后A股上市公司重点业绩公告精选】财联社10月15日电，据财联社不完全统计，截至发稿，盘后包括海光__4848221121111488.jpg|1200]] ## 098. 2858441141114551 - 所属主题：[[topics/274|#债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552122244118) - 本地资源：[[assets/images/261016_0910__债__2858441141114551.jpg|2858441141114551]] ![[assets/images/261016_0910__债__2858441141114551.jpg|1200]] ## 099. 2858441141114581 - 所属主题：[[topics/274|#债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552122244118) - 本地资源：[[assets/images/261016_0910__债__2858441141114581.jpg|2858441141114581]] ![[assets/images/261016_0910__债__2858441141114581.jpg|1200]] ## 100. 4848221121115148 - 所属主题：[[topics/275|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224144455822) - 本地资源：[[assets/images/261016_0910__原油__4848221121115148.jpg|4848221121115148]] ![[assets/images/261016_0910__原油__4848221121115148.jpg|1200]] ## 101. 8858441141112422 - 所属主题：[[topics/276|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224144211512) - 本地资源：[[assets/images/261016_0910__SpaceX__8858441141112422.jpg|8858441141112422]] ![[assets/images/261016_0910__SpaceX__8858441141112422.jpg|1200]] ## 102. 1525118818884222 - 所属主题：[[topics/278|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811485522) - 本地资源：[[assets/images/261016_0909__小洪__1525118818884222.jpg|1525118818884222]] ![[assets/images/261016_0909__小洪__1525118818884222.jpg|1200]] ## 103. 2858441141115841 - 所属主题：[[topics/283|#货币]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811411542) - 本地资源：[[assets/images/261016_0908__货币__2858441141115841.jpg|2858441141115841]] ![[assets/images/261016_0908__货币__2858441141115841.jpg|1200]] ## 104. 4848221121114848 - 所属主题：[[topics/285|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441811414412) - 本地资源：[[assets/images/261016_0908__Anthropic__4848221121114848.jpg|4848221121114848]] ![[assets/images/261016_0908__Anthropic__4848221121114848.jpg|1200]] ## 105. 4848221121121158 - 所属主题：[[topics/290|#中欧关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224144252142) - 本地资源：[[assets/images/261016_0908__中欧关系__4848221121121158.jpg|4848221121121158]] ![[assets/images/261016_0908__中欧关系__4848221121121158.jpg|1200]] ## 106. 8858441141141152 - 所属主题：[[topics/293|#Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224144258181) - 本地资源：[[assets/images/261016_0907__Meta__8858441141141152.jpg|8858441141141152]] ![[assets/images/261016_0907__Meta__8858441141141152.jpg|1200]] ## 107. 2858441141144151 - 所属主题：[[topics/294|#华福 #字节跳动]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224144258281) - 本地资源：[[assets/images/261016_0907__华福 _字节跳动__2858441141144151.jpg|2858441141144151]] ![[assets/images/261016_0907__华福 _字节跳动__2858441141144151.jpg|1200]] ## 108. 4848221121582218 - 所属主题：[[topics/332|昨夜，美国PPI高于预期一倍，...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441848844842) - 本地资源：[[assets/images/261016_0829_昨夜，美国PPI高于预期一倍，__4848221121582218.jpg|4848221121582218]] ![[assets/images/261016_0829_昨夜，美国PPI高于预期一倍，__4848221121582218.jpg|1200]] ## 109. 2858441141284241 - 所属主题：[[topics/333|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552151158848) - 本地资源：[[assets/images/261016_0829__监管__2858441141284241.jpg|2858441141284241]] ![[assets/images/261016_0829__监管__2858441141284241.jpg|1200]] ## 110. 8858441141284212 - 所属主题：[[topics/333|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552151158848) - 本地资源：[[assets/images/261016_0829__监管__8858441141284212.jpg|8858441141284212]] ![[assets/images/261016_0829__监管__8858441141284212.jpg|1200]] ## 111. 2858441141251411 - 所属主题：[[topics/347|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554858451124) - 本地资源：[[assets/images/261016_0824__台积电__2858441141251411.jpg|2858441141251411]] ![[assets/images/261016_0824__台积电__2858441141251411.jpg|1200]] ## 112. 4848221121541588 - 所属主题：[[topics/348|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441848158822) - 本地资源：[[assets/images/261016_0824__原油__4848221121541588.jpg|4848221121541588]] ![[assets/images/261016_0824__原油__4848221121541588.jpg|1200]] ## 113. 5121448848528144 - 所属主题：[[topics/349|#字节跳动 #AI安全]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552151281528) - 本地资源：[[assets/images/261016_0823__字节跳动 _AI安全__5121448848528144.jpg|5121448848528144]] ![[assets/images/261016_0823__字节跳动 _AI安全__5121448848528144.jpg|1200]] ## 114. 2858441141251821 - 所属主题：[[topics/350|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554858418154) - 本地资源：[[assets/images/261016_0823__Anthropic__2858441141251821.jpg|2858441141251821]] ![[assets/images/261016_0823__Anthropic__2858441141251821.jpg|1200]] ## 115. 8858441141254282 - 所属主题：[[topics/351|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554858418224) - 本地资源：[[assets/images/261016_0823__SpaceX__8858441141254282.jpg|8858441141254282]] ![[assets/images/261016_0823__SpaceX__8858441141254282.jpg|1200]] ## 116. 2858441141252481 - 所属主题：[[topics/352|#SpaceX]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441848152242) - 本地资源：[[assets/images/261016_0822__SpaceX__2858441141252481.jpg|2858441141252481]] ![[assets/images/261016_0822__SpaceX__2858441141252481.jpg|1200]] ## 117. 2858441141252221 - 所属主题：[[topics/353|#Coreweave]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224121451421) - 本地资源：[[assets/images/261016_0822__Coreweave__2858441141252221.jpg|2858441141252221]] ![[assets/images/261016_0822__Coreweave__2858441141252221.jpg|1200]] ## 118. 8858441141252812 - 所属主题：[[topics/354|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224121454212) - 本地资源：[[assets/images/261016_0821__市场__8858441141252812.jpg|8858441141252812]] ![[assets/images/261016_0821__市场__8858441141252812.jpg|1200]] ## 119. 4848221121545858 - 所属主题：[[topics/355|#货币]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224121454821) - 本地资源：[[assets/images/261016_0821__货币__4848221121545858.jpg|4848221121545858]] ![[assets/images/261016_0821__货币__4848221121545858.jpg|1200]] ## 120. 1525118818548212 - 所属主题：[[topics/356|#量子计算]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224121452142) - 本地资源：[[assets/images/261016_0821__量子计算__1525118818548212.jpg|1525118818548212]] ![[assets/images/261016_0821__量子计算__1525118818548212.jpg|1200]] ## 121. 5121448848158254 - 所属主题：[[topics/357|#中欧关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441848124182) - 本地资源：[[assets/images/261016_0821__中欧关系__5121448848158254.jpg|5121448848158254]] ![[assets/images/261016_0821__中欧关系__5121448848158254.jpg|1200]] ## 122. 8858441141824112 - 所属主题：[[topics/358|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224121458441) - 本地资源：[[assets/images/261016_0821__市场__8858441141824112.jpg|8858441141824112]] ![[assets/images/261016_0821__市场__8858441141824112.jpg|1200]] ## 123. 8858441141824182 - 所属主题：[[topics/359|#中欧关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441848125422) - 本地资源：[[assets/images/261016_0821__中欧关系__8858441141824182.jpg|8858441141824182]] ![[assets/images/261016_0821__中欧关系__8858441141824182.jpg|1200]] ## 124. 2858441141824411 - 所属主题：[[topics/360|#彭博新闻 #市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224121458542) - 本地资源：[[assets/images/261016_0820__彭博新闻 _市场__2858441141824411.jpg|2858441141824411]] ![[assets/images/261016_0820__彭博新闻 _市场__2858441141824411.jpg|1200]] ## 125. 8858441141824212 - 所属主题：[[topics/361|#苹果 #Meta]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224121455452) - 本地资源：[[assets/images/261016_0820__苹果 _Meta__8858441141824212.jpg|8858441141824212]] ![[assets/images/261016_0820__苹果 _Meta__8858441141824212.jpg|1200]] ## 126. 5121448848154284 - 所属主题：[[topics/362|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224121225552) - 本地资源：[[assets/images/261016_0819__美国__5121448848154284.jpg|5121448848154284]] ![[assets/images/261016_0819__美国__5121448848154284.jpg|1200]] ## 127. 8858441141825112 - 所属主题：[[topics/375|#英伟达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224121254821) - 本地资源：[[assets/images/261016_0815__英伟达__8858441141825112.jpg|8858441141825112]] ![[assets/images/261016_0815__英伟达__8858441141825112.jpg|1200]] ## 128. 4848221121881828 - 所属主题：[[topics/384|#中欧关系]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552151811118) - 本地资源：[[assets/images/261016_0814__中欧关系__4848221121881828.jpg|4848221121881828]] ![[assets/images/261016_0814__中欧关系__4848221121881828.jpg|1200]] ## 129. 5121448844511584 - 所属主题：[[topics/484|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441842415412) - 本地资源：[[assets/images/261016_0154__小光__5121448844511584.jpg|5121448844511584]] ![[assets/images/261016_0154__小光__5121448844511584.jpg|1200]] ## 130. 8858441144288212 - 所属主题：[[topics/485|#机构调研 #芯源微]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125248221) - 本地资源：[[assets/images/261016_0154__机构调研 _芯源微__8858441144288212.jpg|8858441144288212]] ![[assets/images/261016_0154__机构调研 _芯源微__8858441144288212.jpg|1200]] ## 131. 4848221122588518 - 所属主题：[[topics/486|#电报解读 #CPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154528588) - 本地资源：[[assets/images/261016_0154__电报解读 _CPU__4848221122588518.jpg|4848221122588518]] ![[assets/images/261016_0154__电报解读 _CPU__4848221122588518.jpg|1200]] ## 132. 2858441144288241 - 所属主题：[[topics/487|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125248251) - 本地资源：[[assets/images/261016_0154__龙虎榜__2858441144288241.jpg|2858441144288241]] ![[assets/images/261016_0154__龙虎榜__2858441144288241.jpg|1200]] ## 133. 1525118811455482 - 所属主题：[[topics/487|#龙虎榜]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125248251) - 本地资源：[[assets/images/261016_0154__龙虎榜__1525118811455482.jpg|1525118811455482]] ![[assets/images/261016_0154__龙虎榜__1525118811455482.jpg|1200]] ## 134. 4848221122588528 - 所属主题：[[topics/488|#PCB]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154528548) - 本地资源：[[assets/images/261016_0153__PCB__4848221122588528.jpg|4848221122588528]] ![[assets/images/261016_0153__PCB__4848221122588528.jpg|1200]] ## 135. 5121448844511514 - 所属主题：[[topics/489|#尖峰集团]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554852541184) - 本地资源：[[assets/images/261016_0153__尖峰集团__5121448844511514.jpg|5121448844511514]] ![[assets/images/261016_0153__尖峰集团__5121448844511514.jpg|1200]] ## 136. 8858441144288282 - 所属主题：[[topics/490|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441842415512) - 本地资源：[[assets/images/261016_0153__美股__8858441144288282.jpg|8858441144288282]] ![[assets/images/261016_0153__美股__8858441144288282.jpg|1200]] ## 137. 1525118811455452 - 所属主题：[[topics/491|#中际旭创]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125248821) - 本地资源：[[assets/images/261016_0152__中际旭创__1525118811455452.jpg|1525118811455452]] ![[assets/images/261016_0152__中际旭创__1525118811455452.jpg|1200]] ## 138. 2858441144288251 - 所属主题：[[topics/492|广生堂发布了世界首创口服治愈乙肝 数据肯定很好的 广生堂的口服液一个疗程就算是4万定价，1000万患者服用一个疗程，4000亿的总空间。广生堂市值几何？哪怕GS]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224125248822) - 本地资源：[[assets/images/261016_0152_广生堂发布了世界首创口服治愈乙肝 数据肯定很好的 广生堂的口服液一个疗程就算是4万定价，1000万患__2858441144288251.jpg|2858441144288251]] ![[assets/images/261016_0152_广生堂发布了世界首创口服治愈乙肝 数据肯定很好的 广生堂的口服液一个疗程就算是4万定价，1000万患__2858441144288251.jpg|1200]] ## 139. 5121448844511524 - 所属主题：[[topics/493|#深南电路]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125248511) - 本地资源：[[assets/images/261016_0152__深南电路__5121448844511524.jpg|5121448844511524]] ![[assets/images/261016_0152__深南电路__5121448844511524.jpg|1200]] ## 140. 4848221122588548 - 所属主题：[[topics/494|#光迅科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554852541214) - 本地资源：[[assets/images/261016_0151__光迅科技__4848221122588548.jpg|4848221122588548]] ![[assets/images/261016_0151__光迅科技__4848221122588548.jpg|1200]] ## 141. 1525118811455422 - 所属主题：[[topics/495|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154528488) - 本地资源：[[assets/images/261016_0151__ETF__1525118811455422.jpg|1525118811455422]] ![[assets/images/261016_0151__ETF__1525118811455422.jpg|1200]] ## 142. 8858441144285212 - 所属主题：[[topics/496|#华虹半导体]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441842415252) - 本地资源：[[assets/images/261016_0151__华虹半导体__8858441144285212.jpg|8858441144285212]] ![[assets/images/261016_0151__华虹半导体__8858441144285212.jpg|1200]] ## 143. 4848221122584518 - 所属主题：[[topics/497|#OpenAI #Anthro...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224125248552) - 本地资源：[[assets/images/261016_0151__OpenAI _Anthro__4848221122584518.jpg|4848221122584518]] ![[assets/images/261016_0151__OpenAI _Anthro__4848221122584518.jpg|1200]] ## 144. 5121448844512544 - 所属主题：[[topics/498|deepseek补偿方案 没想到有一天能从梁文峰手里赚钱]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154524128) - 本地资源：[[assets/images/261016_0150_deepseek补偿方案 没想到有一天能从梁文峰手里赚钱__5121448844512544.jpg|5121448844512544]] ![[assets/images/261016_0150_deepseek补偿方案 没想到有一天能从梁文峰手里赚钱__5121448844512544.jpg|1200]] ## 145. 8858441144285242 - 所属主题：[[topics/499|#GDP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554852542854) - 本地资源：[[assets/images/261016_0150__GDP__8858441144285242.jpg|8858441144285242]] ![[assets/images/261016_0150__GDP__8858441144285242.jpg|1200]] ## 146. 4848221122584528 - 所属主题：[[topics/500|#江波龙]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441842412842) - 本地资源：[[assets/images/261016_0150__江波龙__4848221122584528.jpg|4848221122584528]] ![[assets/images/261016_0150__江波龙__4848221122584528.jpg|1200]] ## 147. 1525118811452452 - 所属主题：[[topics/501|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125245181) - 本地资源：[[assets/images/261016_0150__ETF__1525118811452452.jpg|1525118811452452]] ![[assets/images/261016_0150__ETF__1525118811452452.jpg|1200]] ## 148. 4848221122584588 - 所属主题：[[topics/501|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125245181) - 本地资源：[[assets/images/261016_0150__ETF__4848221122584588.jpg|4848221122584588]] ![[assets/images/261016_0150__ETF__4848221122584588.jpg|1200]] ## 149. 5121448844512554 - 所属主题：[[topics/501|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125245181) - 本地资源：[[assets/images/261016_0150__ETF__5121448844512554.jpg|5121448844512554]] ![[assets/images/261016_0150__ETF__5121448844512554.jpg|1200]] ## 150. 8858441144285252 - 所属主题：[[topics/502|#GDP]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224125245412) - 本地资源：[[assets/images/261016_0149__GDP__8858441144285252.jpg|8858441144285252]] ![[assets/images/261016_0149__GDP__8858441144285252.jpg|1200]] ## 151. 4848221122584548 - 所属主题：[[topics/503|#风能]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154524258) - 本地资源：[[assets/images/261016_0149__风能__4848221122584548.jpg|4848221122584548]] ![[assets/images/261016_0149__风能__4848221122584548.jpg|1200]] ## 152. 1525118811452422 - 所属主题：[[topics/504|#印度]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125245481) - 本地资源：[[assets/images/261016_0149__印度__1525118811452422.jpg|1525118811452422]] ![[assets/images/261016_0149__印度__1525118811452422.jpg|1200]] ## 153. 2858441144285821 - 所属主题：[[topics/505|#大族激光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425441842448412) - 本地资源：[[assets/images/261016_0146__大族激光__2858441144285821.jpg|2858441144285821]] ![[assets/images/261016_0146__大族激光__2858441144285821.jpg|1200]] ## 154. 5121448844512154 - 所属主题：[[topics/506|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125221221) - 本地资源：[[assets/images/261016_0146__ETF__5121448844512154.jpg|5121448844512154]] ![[assets/images/261016_0146__ETF__5121448844512154.jpg|1200]] ## 155. 8858441144285822 - 所属主题：[[topics/507|#反腐]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224125221222) - 本地资源：[[assets/images/261016_0146__反腐__8858441144285822.jpg|8858441144285822]] ![[assets/images/261016_0146__反腐__8858441144285822.jpg|1200]] ## 156. 5121448844512114 - 所属主题：[[topics/508|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125221851) - 本地资源：[[assets/images/261016_0144__市场__5121448844512114.jpg|5121448844512114]] ![[assets/images/261016_0144__市场__5121448844512114.jpg|1200]] ## 157. 8858441144285882 - 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所属主题：[[topics/511|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154551458) - 本地资源：[[assets/images/261016_0143__市场__2858441144285511.jpg|2858441144285511]] ![[assets/images/261016_0143__市场__2858441144285511.jpg|1200]] ## 162. 8858441144285512 - 所属主题：[[topics/512|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554852558224) - 本地资源：[[assets/images/261016_0143__ETF__8858441144285512.jpg|8858441144285512]] ![[assets/images/261016_0143__ETF__8858441144285512.jpg|1200]] ## 163. 5121448844512244 - 所属主题：[[topics/513|#阿斯利康]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125224111) - 本地资源：[[assets/images/261016_0142__阿斯利康__5121448844512244.jpg|5121448844512244]] ![[assets/images/261016_0142__阿斯利康__5121448844512244.jpg|1200]] ## 164. 5121448844528524 - 所属主题：[[topics/514|#ETF]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125228141) - 本地资源：[[assets/images/261016_0133__ETF__5121448844528524.jpg|5121448844528524]] ![[assets/images/261016_0133__ETF__5121448844528524.jpg|1200]] ## 165. 1525118811428422 - 所属主题：[[topics/515|#TSL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258224125228152) - 本地资源：[[assets/images/261016_0132__TSL__1525118811428422.jpg|1525118811428422]] ![[assets/images/261016_0132__TSL__1525118811428422.jpg|1200]] ## 166. 2858441144251811 - 所属主题：[[topics/516|#Coreweave]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554852551484) - 本地资源：[[assets/images/261016_0132__Coreweave__2858441144251811.jpg|2858441144251811]] ![[assets/images/261016_0132__Coreweave__2858441144251811.jpg|1200]] ## 167. 8858441144251812 - 所属主题：[[topics/517|#原油]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154558288) - 本地资源：[[assets/images/261016_0131__原油__8858441144251812.jpg|8858441144251812]] ![[assets/images/261016_0131__原油__8858441144251812.jpg|1200]] ## 168. 5121448844524514 - 所属主题：[[topics/518|#台积电]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554852551544) - 本地资源：[[assets/images/261016_0131__台积电__5121448844524514.jpg|5121448844524514]] ![[assets/images/261016_0131__台积电__5121448844524514.jpg|1200]] ## 169. 5121448844524184 - 所属主题：[[topics/519|英伟达五家客户中有五家是万亿美元级的超大规模云服务商，而且它们都在开发自己的 NVIDIA GPU 替代方案。 对此，他出资并提供担保，扶持起一整个新型云服务公]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154558528) - 本地资源：[[assets/images/261016_0131_英伟达五家客户中有五家是万亿美元级的超大规模云服务商，而且它们都在开发自己的 NVIDIA GPU__5121448844524184.jpg|5121448844524184]] ![[assets/images/261016_0131_英伟达五家客户中有五家是万亿美元级的超大规模云服务商，而且它们都在开发自己的 NVIDIA GPU__5121448844524184.jpg|1200]] ## 170. 1525118811421422 - 所属主题：[[topics/519|英伟达五家客户中有五家是万亿美元级的超大规模云服务商，而且它们都在开发自己的 NVIDIA GPU 替代方案。 对此，他出资并提供担保，扶持起一整个新型云服务公]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154558528) - 本地资源：[[assets/images/261016_0131_英伟达五家客户中有五家是万亿美元级的超大规模云服务商，而且它们都在开发自己的 NVIDIA GPU__1525118811421422.jpg|1525118811421422]] ![[assets/images/261016_0131_英伟达五家客户中有五家是万亿美元级的超大规模云服务商，而且它们都在开发自己的 NVIDIA GPU__1525118811421422.jpg|1200]] ## 171. 4848221122542818 - 所属主题：[[topics/522|TrendForce 预计，全球九大领先云服务提供商（CSP）的资本支出（CapEx）将在 2026 年同比激增 106%，达到 9,570 亿美元。预计 20]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154554288) - 本地资源：[[assets/images/261016_0130_TrendForce 预计，全球九大领先云服务提供商（CSP）的资本支出（CapEx）将在 2026__4848221122542818.jpg|4848221122542818]] ![[assets/images/261016_0130_TrendForce 预计，全球九大领先云服务提供商（CSP）的资本支出（CapEx）将在 2026__4848221122542818.jpg|1200]] ## 172. 4848221122542828 - 所属主题：[[topics/526|这一轮 A 股与资金环境的相关性最高。 今天公布的 9 月 M1 和 M2 增速如预期般继续下滑。 下个月 M1 应该会有所企稳，但 M2 增速可能还会继续下降]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258224125225811) - 本地资源：[[assets/images/261016_0129_这一轮 A 股与资金环境的相关性最高。 今天公布的 9 月 M1 和 M2 增速如预期般继续下滑。__4848221122542828.jpg|4848221122542828]] ![[assets/images/261016_0129_这一轮 A 股与资金环境的相关性最高。 今天公布的 9 月 M1 和 M2 增速如预期般继续下滑。__4848221122542828.jpg|1200]] ## 173. 5121448844524114 - 所属主题：[[topics/527|【财通策略徐近峰&王亦奕团队】韩国股指&个人投资者融资跟踪-1015 韩国杠杆平仓风险暴露提升 1️⃣2026年10月15日，KOSPI大跌，相对6月1日基准走]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554852552154) - 本地资源：[[assets/images/261016_0129_【财通策略徐近峰&王亦奕团队】韩国股指&个人投资者融资跟踪-1015 韩国杠杆平仓风险暴露提升 1️__5121448844524114.jpg|5121448844524114]] ![[assets/images/261016_0129_【财通策略徐近峰&王亦奕团队】韩国股指&个人投资者融资跟踪-1015 韩国杠杆平仓风险暴露提升 1️__5121448844524114.jpg|1200]] ## 174. 8858441144254882 - 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所属主题：[[topics/530|📊📌摩根士丹利：存储渠道调研 🔖HBM / 英伟达 Rubin 📈预计 2027 年 HBM 平均售价（ASP）同比增长 121%。HBM4 定价为 3 至 5]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154554418) - 本地资源：[[assets/images/261016_0128_📊📌摩根士丹利：存储渠道调研 🔖HBM 英伟达 Rubin 📈预计 2027 年 HBM 平均售__4848221122542458.jpg|4848221122542458]] ![[assets/images/261016_0128_📊📌摩根士丹利：存储渠道调研 🔖HBM 英伟达 Rubin 📈预计 2027 年 HBM 平均售__4848221122542458.jpg|1200]] ## 178. 8858441144254522 - 所属主题：[[topics/530|📊📌摩根士丹利：存储渠道调研 🔖HBM / 英伟达 Rubin 📈预计 2027 年 HBM 平均售价（ASP）同比增长 121%。HBM4 定价为 3 至 5]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154554418) - 本地资源：[[assets/images/261016_0128_📊📌摩根士丹利：存储渠道调研 🔖HBM 英伟达 Rubin 📈预计 2027 年 HBM 平均售__8858441144254522.jpg|8858441144254522]] ![[assets/images/261016_0128_📊📌摩根士丹利：存储渠道调研 🔖HBM 英伟达 Rubin 📈预计 2027 年 HBM 平均售__8858441144254522.jpg|1200]] ## 179. 1525118811421522 - 所属主题：[[topics/530|📊📌摩根士丹利：存储渠道调研 🔖HBM / 英伟达 Rubin 📈预计 2027 年 HBM 平均售价（ASP）同比增长 121%。HBM4 定价为 3 至 5]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154554418) - 本地资源：[[assets/images/261016_0128_📊📌摩根士丹利：存储渠道调研 🔖HBM 英伟达 Rubin 📈预计 2027 年 HBM 平均售__1525118811421522.jpg|1525118811421522]] ![[assets/images/261016_0128_📊📌摩根士丹利：存储渠道调研 🔖HBM 英伟达 Rubin 📈预计 2027 年 HBM 平均售__1525118811421522.jpg|1200]] ## 180. 8858441144254552 - 所属主题：[[topics/538|#CPI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521554852518444) - 本地资源：[[assets/images/261016_0127__CPI__8858441144254552.jpg|8858441144254552]] ![[assets/images/261016_0127__CPI__8858441144254552.jpg|1200]] ## 181. 4848221122542448 - 所属主题：[[topics/540|#Anthropic #AI安...]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548552154581228) - 本地资源：[[assets/images/261016_0127__Anthropic _AI安__4848221122542448.jpg|4848221122542448]] ![[assets/images/261016_0127__Anthropic _AI安__4848221122542448.jpg|1200]]