---
date: 2026-10-17
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-10-17 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. 8858415821582552

- 所属主题：[[topics/004|#东财 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412544844)
- 本地资源：[[assets/images/261017_1828__东财 _策略__8858415821582552.jpg|8858415821582552]]

![[assets/images/261017_1828__东财 _策略__8858415821582552.jpg|1200]]

## 002. 1525182548252282

- 所属主题：[[topics/005|#美日关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242485248482)
- 本地资源：[[assets/images/261017_1823__美日关系__1525182548252282.jpg|1525182548252282]]

![[assets/images/261017_1823__美日关系__1525182548252282.jpg|1200]]

## 003. 4848214851484428

- 所属主题：[[topics/006|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485248451)
- 本地资源：[[assets/images/261017_1823__Deepseek__4848214851484428.jpg|4848214851484428]]

![[assets/images/261017_1823__Deepseek__4848214851484428.jpg|1200]]

## 004. 8858415821585542

- 所属主题：[[topics/006|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485248451)
- 本地资源：[[assets/images/261017_1823__Deepseek__8858415821585542.jpg|8858415821585542]]

![[assets/images/261017_1823__Deepseek__8858415821585542.jpg|1200]]

## 005. 1525182548228852

- 所属主题：[[topics/007|#低空经济]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284551188)
- 本地资源：[[assets/images/261017_1820__低空经济__1525182548228852.jpg|1525182548228852]]

![[assets/images/261017_1820__低空经济__1525182548228852.jpg|1200]]

## 006. 4848214851441228

- 所属主题：[[topics/008|#VIX #小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412558824)
- 本地资源：[[assets/images/261017_1819__VIX _小洪__4848214851441228.jpg|4848214851441228]]

![[assets/images/261017_1819__VIX _小洪__4848214851441228.jpg|1200]]

## 007. 2858415821551441

- 所属主题：[[topics/008|#VIX #小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412558824)
- 本地资源：[[assets/images/261017_1819__VIX _小洪__2858415821551441.jpg|2858415821551441]]

![[assets/images/261017_1819__VIX _小洪__2858415821551441.jpg|1200]]

## 008. 8858415821551452

- 所属主题：[[topics/009|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485221241)
- 本地资源：[[assets/images/261017_1819__ETF__8858415821551452.jpg|8858415821551452]]

![[assets/images/261017_1819__ETF__8858415821551452.jpg|1200]]

## 009. 5121482158228584

- 所属主题：[[topics/010|#浙商 #海康威视]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284552288)
- 本地资源：[[assets/images/261017_1819__浙商 _海康威视__5121482158228584.jpg|5121482158228584]]

![[assets/images/261017_1819__浙商 _海康威视__5121482158228584.jpg|1200]]

## 010. 2858415821551281

- 所属主题：[[topics/011|#越南 #GDP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414152441422)
- 本地资源：[[assets/images/261017_1818__越南 _GDP__2858415821551281.jpg|2858415821551281]]

![[assets/images/261017_1818__越南 _GDP__2858415821551281.jpg|1200]]

## 011. 4848214851441888

- 所属主题：[[topics/012|#电影 #体育]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284552848)
- 本地资源：[[assets/images/261017_1817__电影 _体育__4848214851441888.jpg|4848214851441888]]

![[assets/images/261017_1817__电影 _体育__4848214851441888.jpg|1200]]

## 012. 4848214851441848

- 所属主题：[[topics/013|#低空经济]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284552418)
- 本地资源：[[assets/images/261017_1817__低空经济__4848214851441848.jpg|4848214851441848]]

![[assets/images/261017_1817__低空经济__4848214851441848.jpg|1200]]

## 013. 4848214851441448

- 所属主题：[[topics/014|#数据要素]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284552488)
- 本地资源：[[assets/images/261017_1817__数据要素__4848214851441448.jpg|4848214851441448]]

![[assets/images/261017_1817__数据要素__4848214851441448.jpg|1200]]

## 014. 1525182548224852

- 所属主题：[[topics/015|#TSL]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485222441)
- 本地资源：[[assets/images/261017_1815__TSL__1525182548224852.jpg|1525182548224852]]

![[assets/images/261017_1815__TSL__1525182548224852.jpg|1200]]

## 015. 4848214851445258

- 所属主题：[[topics/016|#字节跳动]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242485222242)
- 本地资源：[[assets/images/261017_1815__字节跳动__4848214851445258.jpg|4848214851445258]]

![[assets/images/261017_1815__字节跳动__4848214851445258.jpg|1200]]

## 016. 8858415821552482

- 所属主题：[[topics/017|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412551424)
- 本地资源：[[assets/images/261017_1815__Anthropic__8858415821552482.jpg|8858415821552482]]

![[assets/images/261017_1815__Anthropic__8858415821552482.jpg|1200]]

## 017. 5121482158225584

- 所属主题：[[topics/018|#中欧关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242485228242)
- 本地资源：[[assets/images/261017_1814__中欧关系__5121482158225584.jpg|5121482158225584]]

![[assets/images/261017_1814__中欧关系__5121482158225584.jpg|1200]]

## 018. 5121482158225544

- 所属主题：[[topics/019|#中概股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414152445422)
- 本地资源：[[assets/images/261017_1814__中概股__5121482158225544.jpg|5121482158225544]]

![[assets/images/261017_1814__中概股__5121482158225544.jpg|1200]]

## 019. 8858415821552252

- 所属主题：[[topics/020|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485228851)
- 本地资源：[[assets/images/261017_1814__市场__8858415821552252.jpg|8858415821552252]]

![[assets/images/261017_1814__市场__8858415821552252.jpg|1200]]

## 020. 5121482158225244

- 所属主题：[[topics/021|#亚马逊]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485225181)
- 本地资源：[[assets/images/261017_1812__亚马逊__5121482158225244.jpg|5121482158225244]]

![[assets/images/261017_1812__亚马逊__5121482158225244.jpg|1200]]

## 021. 8858415821558582

- 所属主题：[[topics/022|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412552454)
- 本地资源：[[assets/images/261017_1812__美国__8858415821558582.jpg|8858415821558582]]

![[assets/images/261017_1812__美国__8858415821558582.jpg|1200]]

## 022. 4848214851448488

- 所属主题：[[topics/023|#美俄关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242485225222)
- 本地资源：[[assets/images/261017_1811__美俄关系__4848214851448488.jpg|4848214851448488]]

![[assets/images/261017_1811__美俄关系__4848214851448488.jpg|1200]]

## 023. 4848214851444128

- 所属主题：[[topics/024|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485281841)
- 本地资源：[[assets/images/261017_1810__三星__4848214851444128.jpg|4848214851444128]]

![[assets/images/261017_1810__三星__4848214851444128.jpg|1200]]

## 024. 2858415821555221

- 所属主题：[[topics/025|#白毛 #内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485284121)
- 本地资源：[[assets/images/261017_1808__白毛 _内存__2858415821555221.jpg|2858415821555221]]

![[assets/images/261017_1808__白毛 _内存__2858415821555221.jpg|1200]]

## 025. 1525182548222552

- 所属主题：[[topics/026|疯狂小杨哥回归抖音，概念谷汇总]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412514584)
- 本地资源：[[assets/images/261017_1808_疯狂小杨哥回归抖音，概念谷汇总__1525182548222552.jpg|1525182548222552]]

![[assets/images/261017_1808_疯狂小杨哥回归抖音，概念谷汇总__1525182548222552.jpg|1200]]

## 026. 1525182548222212

- 所属主题：[[topics/027|#中欧关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412514514)
- 本地资源：[[assets/images/261017_1807__中欧关系__1525182548222212.jpg|1525182548222212]]

![[assets/images/261017_1807__中欧关系__1525182548222212.jpg|1200]]

## 027. 1525182548222252

- 所属主题：[[topics/028|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412515544)
- 本地资源：[[assets/images/261017_1807__市场__1525182548222252.jpg|1525182548222252]]

![[assets/images/261017_1807__市场__1525182548222252.jpg|1200]]

## 028. 4848214852111448

- 所属主题：[[topics/029|#医药 #天风]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242485282542)
- 本地资源：[[assets/images/261017_1806__医药 _天风__4848214852111448.jpg|4848214852111448]]

![[assets/images/261017_1806__医药 _天风__4848214852111448.jpg|1200]]

## 029. 2858415824114511

- 所属主题：[[topics/032|#美联储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284541118)
- 本地资源：[[assets/images/261017_1802__美联储__2858415824114511.jpg|2858415824114511]]

![[assets/images/261017_1802__美联储__2858415824114511.jpg|1200]]

## 030. 1525182541884882

- 所属主题：[[topics/033|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284541228)
- 本地资源：[[assets/images/261017_1802__市场__1525182541884882.jpg|1525182541884882]]

![[assets/images/261017_1802__市场__1525182541884882.jpg|1200]]

## 031. 8858415824114582

- 所属主题：[[topics/033|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284541228)
- 本地资源：[[assets/images/261017_1802__市场__8858415824114582.jpg|8858415824114582]]

![[assets/images/261017_1802__市场__8858415824114582.jpg|1200]]

## 032. 2858415824114581

- 所属主题：[[topics/033|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284541228)
- 本地资源：[[assets/images/261017_1802__市场__2858415824114581.jpg|2858415824114581]]

![[assets/images/261017_1802__市场__2858415824114581.jpg|1200]]

## 033. 4848214852181558

- 所属主题：[[topics/037|#小洪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485251821)
- 本地资源：[[assets/images/261017_1801__小洪__4848214852181558.jpg|4848214852181558]]

![[assets/images/261017_1801__小洪__4848214852181558.jpg|1200]]

## 034. 1525182541858282

- 所属主题：[[topics/043|#药明康德]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485845441)
- 本地资源：[[assets/images/261017_1800__药明康德__1525182541858282.jpg|1525182541858282]]

![[assets/images/261017_1800__药明康德__1525182541858282.jpg|1200]]

## 035. 5121482154818124

- 所属主题：[[topics/043|#药明康德]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485845441)
- 本地资源：[[assets/images/261017_1800__药明康德__5121482154818124.jpg|5121482154818124]]

![[assets/images/261017_1800__药明康德__5121482154818124.jpg|1200]]

## 036. 2858415824181811

- 所属主题：[[topics/043|#药明康德]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485845441)
- 本地资源：[[assets/images/261017_1800__药明康德__2858415824181811.jpg|2858415824181811]]

![[assets/images/261017_1800__药明康德__2858415824181811.jpg|1200]]

## 037. 1525182541858152

- 所属主题：[[topics/043|#药明康德]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485845441)
- 本地资源：[[assets/images/261017_1800__药明康德__1525182541858152.jpg|1525182541858152]]

![[assets/images/261017_1800__药明康德__1525182541858152.jpg|1200]]

## 038. 8858415824184122

- 所属主题：[[topics/051|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412142124)
- 本地资源：[[assets/images/261017_1758__苹果__8858415824184122.jpg|8858415824184122]]

![[assets/images/261017_1758__苹果__8858415824184122.jpg|1200]]

## 039. 2858415824184451

- 所属主题：[[topics/063|#美国 #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242485824182)
- 本地资源：[[assets/images/261017_1757__美国 _国债__2858415824184451.jpg|2858415824184451]]

![[assets/images/261017_1757__美国 _国债__2858415824184451.jpg|1200]]

## 040. 8858415824182452

- 所属主题：[[topics/067|开源模型： - 上周占 72% 的令牌 - 占支出的 27% 因此，令牌份额增加了约 50 个百分点，导致支出份额增加了约 17 个百分点。 思想实验表明，即使]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414152541112)
- 本地资源：[[assets/images/261017_1756_开源模型： - 上周占 72% 的令牌 - 占支出的 27% 因此，令牌份额增加了约 50 个百分点__8858415824182452.jpg|8858415824182452]]

![[assets/images/261017_1756_开源模型： - 上周占 72% 的令牌 - 占支出的 27% 因此，令牌份额增加了约 50 个百分点__8858415824182452.jpg|1200]]

## 041. 2858415824184211

- 所属主题：[[topics/067|开源模型： - 上周占 72% 的令牌 - 占支出的 27% 因此，令牌份额增加了约 50 个百分点，导致支出份额增加了约 17 个百分点。 思想实验表明，即使]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414152541112)
- 本地资源：[[assets/images/261017_1756_开源模型： - 上周占 72% 的令牌 - 占支出的 27% 因此，令牌份额增加了约 50 个百分点__2858415824184211.jpg|2858415824184211]]

![[assets/images/261017_1756_开源模型： - 上周占 72% 的令牌 - 占支出的 27% 因此，令牌份额增加了约 50 个百分点__2858415824184211.jpg|1200]]

## 042. 1525182541854552

- 所属主题：[[topics/081|#国金 #光伏]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414152544252)
- 本地资源：[[assets/images/261017_1754__国金 _光伏__1525182541854552.jpg|1525182541854552]]

![[assets/images/261017_1754__国金 _光伏__1525182541854552.jpg|1200]]

## 043. 5121482154815124

- 所属主题：[[topics/083|#AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242485828121)
- 本地资源：[[assets/images/261017_1753__AI基建__5121482154815124.jpg|5121482154815124]]

![[assets/images/261017_1753__AI基建__5121482154815124.jpg|1200]]

## 044. 1525182541854242

- 所属主题：[[topics/085|#AI #债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284858218)
- 本地资源：[[assets/images/261017_1753__AI _债__1525182541854242.jpg|1525182541854242]]

![[assets/images/261017_1753__AI _债__1525182541854242.jpg|1200]]

## 045. 2858415824188141

- 所属主题：[[topics/090|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545412151544)
- 本地资源：[[assets/images/261017_1753__AI__2858415824188141.jpg|2858415824188141]]

![[assets/images/261017_1753__AI__2858415824188141.jpg|1200]]

## 046. 5121482154811584

- 所属主题：[[topics/101|#医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242485828582)
- 本地资源：[[assets/images/261017_1751__医药__5121482154811584.jpg|5121482154811584]]

![[assets/images/261017_1751__医药__5121482154811584.jpg|1200]]

## 047. 8858415824188212

- 所属主题：[[topics/103|#光伏]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414152545252)
- 本地资源：[[assets/images/261017_1751__光伏__8858415824188212.jpg|8858415824188212]]

![[assets/images/261017_1751__光伏__8858415824188212.jpg|1200]]

## 048. 1525182541852542

- 所属主题：[[topics/109|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284854488)
- 本地资源：[[assets/images/261017_1750__市场__1525182541852542.jpg|1525182541852542]]

![[assets/images/261017_1750__市场__1525182541852542.jpg|1200]]

## 049. 8858415824185212

- 所属主题：[[topics/109|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525284854488)
- 本地资源：[[assets/images/261017_1750__市场__8858415824185212.jpg|8858415824185212]]

![[assets/images/261017_1750__市场__8858415824185212.jpg|1200]]
