---
date: 2026-10-19
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-10-19 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. 8858415244511242

- 所属主题：[[topics/024|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244844484152)
- 本地资源：[[assets/images/261019_2223__早知道__8858415244511242.jpg|8858415244511242]]

![[assets/images/261019_2223__早知道__8858415244511242.jpg|1200]]

## 002. 2858415244514241

- 所属主题：[[topics/025|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544144414424)
- 本地资源：[[assets/images/261019_2223__龙虎榜__2858415244514241.jpg|2858415244514241]]

![[assets/images/261019_2223__龙虎榜__2858415244514241.jpg|1200]]

## 003. 8858415244511252

- 所属主题：[[topics/025|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544144414424)
- 本地资源：[[assets/images/261019_2223__龙虎榜__8858415244511252.jpg|8858415244511252]]

![[assets/images/261019_2223__龙虎榜__8858415244511252.jpg|1200]]

## 004. 1525182411281442

- 所属主题：[[topics/026|#电报解读 #物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544144414524)
- 本地资源：[[assets/images/261019_2223__电报解读 _物理AI__1525182411281442.jpg|1525182411281442]]

![[assets/images/261019_2223__电报解读 _物理AI__1525182411281442.jpg|1200]]

## 005. 8858415244514812

- 所属主题：[[topics/027|#电报解读 #AI短剧]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411511151522)
- 本地资源：[[assets/images/261019_2222__电报解读 _AI短剧__8858415244514812.jpg|8858415244514812]]

![[assets/images/261019_2222__电报解读 _AI短剧__8858415244514812.jpg|1200]]

## 006. 1525182411281582

- 所属主题：[[topics/028|#机构调研 #华润微]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522822285118)
- 本地资源：[[assets/images/261019_2222__机构调研 _华润微__1525182411281582.jpg|1525182411281582]]

![[assets/images/261019_2222__机构调研 _华润微__1525182411281582.jpg|1200]]

## 007. 5121482544285854

- 所属主题：[[topics/029|#TSL机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244844485411)
- 本地资源：[[assets/images/261019_2221__TSL机器人__5121482544285854.jpg|5121482544285854]]

![[assets/images/261019_2221__TSL机器人__5121482544285854.jpg|1200]]

## 008. 4848214522415248

- 所属主题：[[topics/030|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244844454422)
- 本地资源：[[assets/images/261019_2220__市场__4848214522415248.jpg|4848214522415248]]

![[assets/images/261019_2220__市场__4848214522415248.jpg|1200]]

## 009. 5121482544285144

- 所属主题：[[topics/031|#微软]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544144425524)
- 本地资源：[[assets/images/261019_2219__微软__5121482544285144.jpg|5121482544285144]]

![[assets/images/261019_2219__微软__5121482544285144.jpg|1200]]

## 010. 2858415244518821

- 所属主题：[[topics/032|#DoubleAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522822245418)
- 本地资源：[[assets/images/261019_2219__DoubleAI__2858415244518821.jpg|2858415244518821]]

![[assets/images/261019_2219__DoubleAI__2858415244518821.jpg|1200]]

## 011. 8858415244518512

- 所属主题：[[topics/033|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244844458411)
- 本地资源：[[assets/images/261019_2219__Deepseek__8858415244518512.jpg|8858415244518512]]

![[assets/images/261019_2219__Deepseek__8858415244518512.jpg|1200]]

## 012. 8858415244518522

- 所属主题：[[topics/034|#法国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522822244218)
- 本地资源：[[assets/images/261019_2219__法国__8858415244518522.jpg|8858415244518522]]

![[assets/images/261019_2219__法国__8858415244518522.jpg|1200]]

## 013. 2858415244515141

- 所属主题：[[topics/035|#TSL #SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522822244548)
- 本地资源：[[assets/images/261019_2218__TSL _SpaceX__2858415244515141.jpg|2858415244515141]]

![[assets/images/261019_2218__TSL _SpaceX__2858415244515141.jpg|1200]]

## 014. 4848214522421418

- 所属主题：[[topics/036|复盘数据/市场情绪 1.外围上周五美股科技大跌，今天港股重阳节休市沪港通暂停1天。日内看行情反弹一波三折，午后科技方向机器人开始积极反弹，但类似宁德时代再度走低]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244844212241)
- 本地资源：[[assets/images/261019_2216_复盘数据 市场情绪 1.外围上周五美股科技大跌，今天港股重阳节休市沪港通暂停1天。日内看行情反弹一波__4848214522421418.jpg|4848214522421418]]

![[assets/images/261019_2216_复盘数据 市场情绪 1.外围上周五美股科技大跌，今天港股重阳节休市沪港通暂停1天。日内看行情反弹一波__4848214522421418.jpg|1200]]

## 015. 2858415244544481

- 所属主题：[[topics/038|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244844218241)
- 本地资源：[[assets/images/261019_2216__市场__2858415244544481.jpg|2858415244544481]]

![[assets/images/261019_2216__市场__2858415244544481.jpg|1200]]

## 016. 2858415244548281

- 所属主题：[[topics/044|#汽车]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544144545144)
- 本地资源：[[assets/images/261019_2214__汽车__2858415244548281.jpg|2858415244548281]]

![[assets/images/261019_2214__汽车__2858415244548281.jpg|1200]]

## 017. 1525182411215552

- 所属主题：[[topics/047|#零售数据]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411511415812)
- 本地资源：[[assets/images/261019_2213__零售数据__1525182411215552.jpg|1525182411215552]]

![[assets/images/261019_2213__零售数据__1525182411215552.jpg|1200]]

## 018. 2858415244548511

- 所属主题：[[topics/049|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544144541584)
- 本地资源：[[assets/images/261019_2213__Deepseek__2858415244548511.jpg|2858415244548511]]

![[assets/images/261019_2213__Deepseek__2858415244548511.jpg|1200]]

## 019. 5121482544258824

- 所属主题：[[topics/055|TrendForce：2026 年光纤现货报价暴涨数倍，数据中心供需短缺或将持续至 2028 年 根据 TrendForce 的最新研究，人工智能数据中心、数据]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411511412212)
- 本地资源：[[assets/images/261019_2212_TrendForce：2026 年光纤现货报价暴涨数倍，数据中心供需短缺或将持续至 2028 年 根__5121482544258824.jpg|5121482544258824]]

![[assets/images/261019_2212_TrendForce：2026 年光纤现货报价暴涨数倍，数据中心供需短缺或将持续至 2028 年 根__5121482544258824.jpg|1200]]

## 020. 2858415244521211

- 所属主题：[[topics/058|彭博行业研究（引自 Yole 和 CignalAI）： 322x. 规模扩展型光引擎：2026 年 2.79 亿美元 → 2030 年 900 亿美元。 OCS]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244844221121)
- 本地资源：[[assets/images/261019_2212_彭博行业研究（引自 Yole 和 CignalAI）： 322x. 规模扩展型光引擎：2026 年__2858415244521211.jpg|2858415244521211]]

![[assets/images/261019_2212_彭博行业研究（引自 Yole 和 CignalAI）： 322x. 规模扩展型光引擎：2026 年__2858415244521211.jpg|1200]]

## 021. 5121482544258414

- 所属主题：[[topics/058|彭博行业研究（引自 Yole 和 CignalAI）： 322x. 规模扩展型光引擎：2026 年 2.79 亿美元 → 2030 年 900 亿美元。 OCS]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244844221121)
- 本地资源：[[assets/images/261019_2212_彭博行业研究（引自 Yole 和 CignalAI）： 322x. 规模扩展型光引擎：2026 年__5121482544258414.jpg|5121482544258414]]

![[assets/images/261019_2212_彭博行业研究（引自 Yole 和 CignalAI）： 322x. 规模扩展型光引擎：2026 年__5121482544258414.jpg|1200]]

## 022. 4848214522455158

- 所属主题：[[topics/063|超大规模数据中心运营商已经开始锁定2028年的硬盘供应，但仍然预计会出现短缺。硬盘交货周期仍高达50周，而市场平衡时仅为16周 本周除了 HDD，还有更多值得关]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544144521254)
- 本地资源：[[assets/images/261019_2211_超大规模数据中心运营商已经开始锁定2028年的硬盘供应，但仍然预计会出现短缺。硬盘交货周期仍高达50__4848214522455158.jpg|4848214522455158]]

![[assets/images/261019_2211_超大规模数据中心运营商已经开始锁定2028年的硬盘供应，但仍然预计会出现短缺。硬盘交货周期仍高达50__4848214522455158.jpg|1200]]

## 023. 2858415244524551

- 所属主题：[[topics/063|超大规模数据中心运营商已经开始锁定2028年的硬盘供应，但仍然预计会出现短缺。硬盘交货周期仍高达50周，而市场平衡时仅为16周 本周除了 HDD，还有更多值得关]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544144521254)
- 本地资源：[[assets/images/261019_2211_超大规模数据中心运营商已经开始锁定2028年的硬盘供应，但仍然预计会出现短缺。硬盘交货周期仍高达50__2858415244524551.jpg|2858415244524551]]

![[assets/images/261019_2211_超大规模数据中心运营商已经开始锁定2028年的硬盘供应，但仍然预计会出现短缺。硬盘交货周期仍高达50__2858415244524551.jpg|1200]]

## 024. 4848214522455458

- 所属主题：[[topics/078|#华泰 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522822812858)
- 本地资源：[[assets/images/261019_2209__华泰 _房地产__4848214522455458.jpg|4848214522455458]]

![[assets/images/261019_2209__华泰 _房地产__4848214522455458.jpg|1200]]

## 025. 2858415245855441

- 所属主题：[[topics/102|#法国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244824148841)
- 本地资源：[[assets/images/261019_2002__法国__2858415245855441.jpg|2858415245855441]]

![[assets/images/261019_2002__法国__2858415245855441.jpg|1200]]

## 026. 8858415245855222

- 所属主题：[[topics/103|#利率]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244824121152)
- 本地资源：[[assets/images/261019_2001__利率__8858415245855222.jpg|8858415245855222]]

![[assets/images/261019_2001__利率__8858415245855222.jpg|1200]]

## 027. 5121482542122524

- 所属主题：[[topics/104|#医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852151258)
- 本地资源：[[assets/images/261019_2001__医药__5121482542122524.jpg|5121482542122524]]

![[assets/images/261019_2001__医药__5121482542122524.jpg|1200]]

## 028. 1525182412522542

- 所属主题：[[topics/105|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244824121482)
- 本地资源：[[assets/images/261019_2001__ETF__1525182412522542.jpg|1525182412522542]]

![[assets/images/261019_2001__ETF__1525182412522542.jpg|1200]]

## 029. 8858415245855542

- 所属主题：[[topics/106|#科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244824121251)
- 本地资源：[[assets/images/261019_2000__科技__8858415245855542.jpg|8858415245855542]]

![[assets/images/261019_2000__科技__8858415245855542.jpg|1200]]

## 030. 5121482542288424

- 所属主题：[[topics/107|#中信证券 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244824122542)
- 本地资源：[[assets/images/261019_1958__中信证券 _AI__5121482542288424.jpg|5121482542288424]]

![[assets/images/261019_1958__中信证券 _AI__5121482542288424.jpg|1200]]

## 031. 5121482542251514

- 所属主题：[[topics/108|#利尔达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244824125182)
- 本地资源：[[assets/images/261019_1958__利尔达__5121482542251514.jpg|5121482542251514]]

![[assets/images/261019_1958__利尔达__5121482542251514.jpg|1200]]

## 032. 1525182412245442

- 所属主题：[[topics/108|#利尔达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244824125182)
- 本地资源：[[assets/images/261019_1958__利尔达__1525182412245442.jpg|1525182412245442]]

![[assets/images/261019_1958__利尔达__1525182412245442.jpg|1200]]

## 033. 5121482542252114

- 所属主题：[[topics/109|#指数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852188228)
- 本地资源：[[assets/images/261019_1953__指数__5121482542252114.jpg|5121482542252114]]

![[assets/images/261019_1953__指数__5121482542252114.jpg|1200]]

## 034. 5121482542218154

- 所属主题：[[topics/110|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411541855522)
- 本地资源：[[assets/images/261019_1953__SpaceX__5121482542218154.jpg|5121482542218154]]

![[assets/images/261019_1953__SpaceX__5121482542218154.jpg|1200]]

## 035. 2858415245581881

- 所属主题：[[topics/111|#基金]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852184148)
- 本地资源：[[assets/images/261019_1952__基金__2858415245581881.jpg|2858415245581881]]

![[assets/images/261019_1952__基金__2858415245581881.jpg|1200]]

## 036. 2858415245581541

- 所属主题：[[topics/113|#服务器]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852184258)
- 本地资源：[[assets/images/261019_1951__服务器__2858415245581541.jpg|2858415245581541]]

![[assets/images/261019_1951__服务器__2858415245581541.jpg|1200]]

## 037. 1525182412258222

- 所属主题：[[topics/116|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411541828822)
- 本地资源：[[assets/images/261019_1951__市场__1525182412258222.jpg|1525182412258222]]

![[assets/images/261019_1951__市场__1525182412258222.jpg|1200]]

## 038. 1525182412251842

- 所属主题：[[topics/117|#基金]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244824151212)
- 本地资源：[[assets/images/261019_1951__基金__1525182412251842.jpg|1525182412251842]]

![[assets/images/261019_1951__基金__1525182412251842.jpg|1200]]

## 039. 1525182412252542

- 所属主题：[[topics/124|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244824154481)
- 本地资源：[[assets/images/261019_1949__市场__1525182412252542.jpg|1525182412252542]]

![[assets/images/261019_1949__市场__1525182412252542.jpg|1200]]

## 040. 8858415245584222

- 所属主题：[[topics/124|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244824154481)
- 本地资源：[[assets/images/261019_1949__市场__8858415245584222.jpg|8858415245584222]]

![[assets/images/261019_1949__市场__8858415245584222.jpg|1200]]

## 041. 5121482542214554

- 所属主题：[[topics/124|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244824154481)
- 本地资源：[[assets/images/261019_1949__市场__5121482542214554.jpg|5121482542214554]]

![[assets/images/261019_1949__市场__5121482542214554.jpg|1200]]

## 042. 5121482542214144

- 所属主题：[[topics/130|#利率]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411541824582)
- 本地资源：[[assets/images/261019_1948__利率__5121482542214144.jpg|5121482542214144]]

![[assets/images/261019_1948__利率__5121482542214144.jpg|1200]]

## 043. 1525182412255112

- 所属主题：[[topics/143|黄金已超越美元，成为全球最大的储备资产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852144488)
- 本地资源：[[assets/images/261019_1946_黄金已超越美元，成为全球最大的储备资产__1525182412255112.jpg|1525182412255112]]

![[assets/images/261019_1946_黄金已超越美元，成为全球最大的储备资产__1525182412255112.jpg|1200]]

## 044. 4848214524488148

- 所属主题：[[topics/143|黄金已超越美元，成为全球最大的储备资产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852144488)
- 本地资源：[[assets/images/261019_1946_黄金已超越美元，成为全球最大的储备资产__4848214524488148.jpg|4848214524488148]]

![[assets/images/261019_1946_黄金已超越美元，成为全球最大的储备资产__4848214524488148.jpg|1200]]

## 045. 5121482542211284

- 所属主题：[[topics/147|JX Advanced Metals 先进材料事业部执行董事兼总经理谈 InP 衬底的供需情况： “目前，InP 衬底供应紧张，难以满足旺盛的需求，供需缺口由此]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852258548)
- 本地资源：[[assets/images/261019_1946_JX Advanced Metals 先进材料事业部执行董事兼总经理谈 InP 衬底的供需情况： “__5121482542211284.jpg|5121482542211284]]

![[assets/images/261019_1946_JX Advanced Metals 先进材料事业部执行董事兼总经理谈 InP 衬底的供需情况： “__5121482542211284.jpg|1200]]

## 046. 1525182412255142

- 所属主题：[[topics/147|JX Advanced Metals 先进材料事业部执行董事兼总经理谈 InP 衬底的供需情况： “目前，InP 衬底供应紧张，难以满足旺盛的需求，供需缺口由此]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852258548)
- 本地资源：[[assets/images/261019_1946_JX Advanced Metals 先进材料事业部执行董事兼总经理谈 InP 衬底的供需情况： “__1525182412255142.jpg|1525182412255142]]

![[assets/images/261019_1946_JX Advanced Metals 先进材料事业部执行董事兼总经理谈 InP 衬底的供需情况： “__1525182412255142.jpg|1200]]

## 047. 1525182412228152

- 所属主题：[[topics/167|Rubin Ultra 有两种...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411541154282)
- 本地资源：[[assets/images/261019_1943_Rubin Ultra 有两种__1525182412228152.jpg|1525182412228152]]

![[assets/images/261019_1943_Rubin Ultra 有两种__1525182412228152.jpg|1200]]

## 048. 2858415245551241

- 所属主题：[[topics/170|SemiAnalysis 预计，2027 年将新增 51.2GW 的数据中心容量。 “年初至今，已签署的具有约束力、不可取消的数据中心租赁合同金额略低于 1 万]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522852288128)
- 本地资源：[[assets/images/261019_1942_SemiAnalysis 预计，2027 年将新增 51.2GW 的数据中心容量。 “年初至今，已签__2858415245551241.jpg|2858415245551241]]

![[assets/images/261019_1942_SemiAnalysis 预计，2027 年将新增 51.2GW 的数据中心容量。 “年初至今，已签__2858415245551241.jpg|1200]]

## 049. 4848214524441528

- 所属主题：[[topics/173|#东山精密]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244824488812)
- 本地资源：[[assets/images/261019_1942__东山精密__4848214524441528.jpg|4848214524441528]]

![[assets/images/261019_1942__东山精密__4848214524441528.jpg|1200]]

## 050. 1525182412228542

- 所属主题：[[topics/175|#长江 #监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544154412114)
- 本地资源：[[assets/images/261019_1942__长江 _监管__1525182412228542.jpg|1525182412228542]]

![[assets/images/261019_1942__长江 _监管__1525182412228542.jpg|1200]]

## 051. 4848214558424518

- 所属主题：[[topics/188|#AI视频]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544111114124)
- 本地资源：[[assets/images/261019_1439__AI视频__4848214558424518.jpg|4848214558424518]]

![[assets/images/261019_1439__AI视频__4848214558424518.jpg|1200]]

## 052. 2858415228545281

- 所属主题：[[topics/191|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544111115454)
- 本地资源：[[assets/images/261019_1439__物理AI__2858415228545281.jpg|2858415228545281]]

![[assets/images/261019_1439__物理AI__2858415228545281.jpg|1200]]

## 053. 1525182445255442

- 所属主题：[[topics/195|#AI视频]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411552814222)
- 本地资源：[[assets/images/261019_1421__AI视频__1525182445255442.jpg|1525182445255442]]

![[assets/images/261019_1421__AI视频__1525182445255442.jpg|1200]]

## 054. 4848214558484588

- 所属主题：[[topics/197|#物理AI #觅睿科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411552815142)
- 本地资源：[[assets/images/261019_1421__物理AI _觅睿科技__4848214558484588.jpg|4848214558484588]]

![[assets/images/261019_1421__物理AI _觅睿科技__4848214558484588.jpg|1200]]

## 055. 2858415228585281

- 所属主题：[[topics/197|#物理AI #觅睿科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411552815142)
- 本地资源：[[assets/images/261019_1421__物理AI _觅睿科技__2858415228585281.jpg|2858415228585281]]

![[assets/images/261019_1421__物理AI _觅睿科技__2858415228585281.jpg|1200]]

## 056. 2858415228588221

- 所属主题：[[topics/197|#物理AI #觅睿科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411552815142)
- 本地资源：[[assets/images/261019_1421__物理AI _觅睿科技__2858415228588221.jpg|2858415228588221]]

![[assets/images/261019_1421__物理AI _觅睿科技__2858415228588221.jpg|1200]]

## 057. 8858415228588212

- 所属主题：[[topics/197|#物理AI #觅睿科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411552815142)
- 本地资源：[[assets/images/261019_1421__物理AI _觅睿科技__8858415228588212.jpg|8858415228588212]]

![[assets/images/261019_1421__物理AI _觅睿科技__8858415228588212.jpg|1200]]

## 058. 5121482551228824

- 所属主题：[[topics/199|#GDP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244885158881)
- 本地资源：[[assets/images/261019_1420__GDP__5121482551228824.jpg|5121482551228824]]

![[assets/images/261019_1420__GDP__5121482551228824.jpg|1200]]

## 059. 2858415228551211

- 所属主题：[[topics/203|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544112822184)
- 本地资源：[[assets/images/261019_1419__Anthropic__2858415228551211.jpg|2858415228551211]]

![[assets/images/261019_1419__Anthropic__2858415228551211.jpg|1200]]

## 060. 8858415228551282

- 所属主题：[[topics/205|#国家队]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244885155512)
- 本地资源：[[assets/images/261019_1419__国家队__8858415228551282.jpg|8858415228551282]]

![[assets/images/261019_1419__国家队__8858415228551282.jpg|1200]]

## 061. 1525182442185822

- 所属主题：[[topics/206|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244885514511)
- 本地资源：[[assets/images/261019_1352__物理AI__1525182442185822.jpg|1525182442185822]]

![[assets/images/261019_1352__物理AI__1525182442185822.jpg|1200]]

## 062. 2858415225442411

- 所属主题：[[topics/207|据海关数据显示，高测谷份已于8月出口了291台价值4.5亿的光伏设备到美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244885558141)
- 本地资源：[[assets/images/261019_1346_据海关数据显示，高测谷份已于8月出口了291台价值4.5亿的光伏设备到美国__2858415225442411.jpg|2858415225442411]]

![[assets/images/261019_1346_据海关数据显示，高测谷份已于8月出口了291台价值4.5亿的光伏设备到美国__2858415225442411.jpg|1200]]

## 063. 2858415225442211

- 所属主题：[[topics/208|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244885555142)
- 本地资源：[[assets/images/261019_1346__物理AI__2858415225442211.jpg|2858415225442211]]

![[assets/images/261019_1346__物理AI__2858415225442211.jpg|1200]]

## 064. 1525182442114122

- 所属主题：[[topics/208|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244885555142)
- 本地资源：[[assets/images/261019_1346__物理AI__1525182442114122.jpg|1525182442114122]]

![[assets/images/261019_1346__物理AI__1525182442114122.jpg|1200]]

## 065. 2858415225451521

- 所属主题：[[topics/209|#AI鉴伪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244851114122)
- 本地资源：[[assets/images/261019_1344__AI鉴伪__2858415225451521.jpg|2858415225451521]]

![[assets/images/261019_1344__AI鉴伪__2858415225451521.jpg|1200]]

## 066. 2858415225451551

- 所属主题：[[topics/211|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522841112218)
- 本地资源：[[assets/images/261019_1344__英伟达__2858415225451551.jpg|2858415225451551]]

![[assets/images/261019_1344__英伟达__2858415225451551.jpg|1200]]

## 067. 1525182442128222

- 所属主题：[[topics/212|#AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244851114481)
- 本地资源：[[assets/images/261019_1344__AI安全__1525182442128222.jpg|1525182442128222]]

![[assets/images/261019_1344__AI安全__1525182442128222.jpg|1200]]

## 068. 1525182442448412

- 所属主题：[[topics/236|这波科技修复，虽然强度还可以，但是联动一般，小票+超跌居多， 更重要的是银行没咋回落，很稳定，这不容易让资金持续回流科技的。 -- 上周二一个情绪修复之后，市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522845184848)
- 本地资源：[[assets/images/261019_1317_这波科技修复，虽然强度还可以，但是联动一般，小票+超跌居多， 更重要的是银行没咋回落，很稳定，这不容__1525182442448412.jpg|1525182442448412]]

![[assets/images/261019_1317_这波科技修复，虽然强度还可以，但是联动一般，小票+超跌居多， 更重要的是银行没咋回落，很稳定，这不容__1525182442448412.jpg|1200]]

## 069. 8858415225221242

- 所属主题：[[topics/236|这波科技修复，虽然强度还可以，但是联动一般，小票+超跌居多， 更重要的是银行没咋回落，很稳定，这不容易让资金持续回流科技的。 -- 上周二一个情绪修复之后，市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522845184848)
- 本地资源：[[assets/images/261019_1317_这波科技修复，虽然强度还可以，但是联动一般，小票+超跌居多， 更重要的是银行没咋回落，很稳定，这不容__8858415225221242.jpg|8858415225221242]]

![[assets/images/261019_1317_这波科技修复，虽然强度还可以，但是联动一般，小票+超跌居多， 更重要的是银行没咋回落，很稳定，这不容__8858415225221242.jpg|1200]]

## 070. 5121482552558284

- 所属主题：[[topics/246|#机构调研 #行云科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411524824842)
- 本地资源：[[assets/images/261019_1316__机构调研 _行云科技__5121482552558284.jpg|5121482552558284]]

![[assets/images/261019_1316__机构调研 _行云科技__5121482552558284.jpg|1200]]

## 071. 8858415225221582

- 所属主题：[[topics/248|#电报解读 #卫星互联网]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244852152241)
- 本地资源：[[assets/images/261019_1316__电报解读 _卫星互联网__8858415225221582.jpg|8858415225221582]]

![[assets/images/261019_1316__电报解读 _卫星互联网__8858415225221582.jpg|1200]]

## 072. 1525182442441812

- 所属主题：[[topics/251|#电报解读 #数据要素]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244852158281)
- 本地资源：[[assets/images/261019_1315__电报解读 _数据要素__1525182442441812.jpg|1525182442441812]]

![[assets/images/261019_1315__电报解读 _数据要素__1525182442441812.jpg|1200]]

## 073. 5121482552554814

- 所属主题：[[topics/253|#TOKEN工厂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244852158551)
- 本地资源：[[assets/images/261019_1315__TOKEN工厂__5121482552554814.jpg|5121482552554814]]

![[assets/images/261019_1315__TOKEN工厂__5121482552554814.jpg|1200]]

## 074. 2858415225222111

- 所属主题：[[topics/255|#氩气]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544125822814)
- 本地资源：[[assets/images/261019_1315__氩气__2858415225222111.jpg|2858415225222111]]

![[assets/images/261019_1315__氩气__2858415225222111.jpg|1200]]

## 075. 2858415225222121

- 所属主题：[[topics/256|#高盛 #胜宏科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544125822454)
- 本地资源：[[assets/images/261019_1315__高盛 _胜宏科技__2858415225222121.jpg|2858415225222121]]

![[assets/images/261019_1315__高盛 _胜宏科技__2858415225222121.jpg|1200]]

## 076. 1525182442444842

- 所属主题：[[topics/257|#牛市]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244852155842)
- 本地资源：[[assets/images/261019_1314__牛市__1525182442444842.jpg|1525182442444842]]

![[assets/images/261019_1314__牛市__1525182442444842.jpg|1200]]

## 077. 8858415225222442

- 所属主题：[[topics/258|#TOKEN经济]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244852411512)
- 本地资源：[[assets/images/261019_1314__TOKEN经济__8858415225222442.jpg|8858415225222442]]

![[assets/images/261019_1314__TOKEN经济__8858415225222442.jpg|1200]]

## 078. 5121482552555424

- 所属主题：[[topics/260|#土耳其]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544125484584)
- 本地资源：[[assets/images/261019_1314__土耳其__5121482552555424.jpg|5121482552555424]]

![[assets/images/261019_1314__土耳其__5121482552555424.jpg|1200]]

## 079. 4848214554555528

- 所属主题：[[topics/262|#韩国 #养老金]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522845254428)
- 本地资源：[[assets/images/261019_1313__韩国 _养老金__4848214554555528.jpg|4848214554555528]]

![[assets/images/261019_1313__韩国 _养老金__4848214554555528.jpg|1200]]

## 080. 5121482552555554

- 所属主题：[[topics/264|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522845281188)
- 本地资源：[[assets/images/261019_1313__市场__5121482552555554.jpg|5121482552555554]]

![[assets/images/261019_1313__市场__5121482552555554.jpg|1200]]

## 081. 1525182442444422

- 所属主题：[[topics/270|#H酸]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544125414884)
- 本地资源：[[assets/images/261019_1313__H酸__1525182442444422.jpg|1525182442444422]]

![[assets/images/261019_1313__H酸__1525182442444422.jpg|1200]]

## 082. 2858415225222811

- 所属主题：[[topics/272|#房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244852484581)
- 本地资源：[[assets/images/261019_1312__房地产__2858415225222811.jpg|2858415225222811]]

![[assets/images/261019_1312__房地产__2858415225222811.jpg|1200]]

## 083. 4848214554555888

- 所属主题：[[topics/275|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544125415524)
- 本地资源：[[assets/images/261019_1312__Anthropic__4848214554555888.jpg|4848214554555888]]

![[assets/images/261019_1312__Anthropic__4848214554555888.jpg|1200]]

## 084. 2858415225222581

- 所属主题：[[topics/282|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544125412424)
- 本地资源：[[assets/images/261019_1311__小光__2858415225222581.jpg|2858415225222581]]

![[assets/images/261019_1311__小光__2858415225222581.jpg|1200]]

## 085. 1525182442445842

- 所属主题：[[topics/284|#小洪 #港股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411524152282)
- 本地资源：[[assets/images/261019_1311__小洪 _港股__1525182442445842.jpg|1525182442445842]]

![[assets/images/261019_1311__小洪 _港股__1525182442445842.jpg|1200]]

## 086. 5121482552552844

- 所属主题：[[topics/289|#熊市]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411524121112)
- 本地资源：[[assets/images/261019_1310__熊市__5121482552552844.jpg|5121482552552844]]

![[assets/images/261019_1310__熊市__5121482552552844.jpg|1200]]

## 087. 2858415225225421

- 所属主题：[[topics/293|#海通 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244852452142)
- 本地资源：[[assets/images/261019_1309__海通 _房地产__2858415225225421.jpg|2858415225225421]]

![[assets/images/261019_1309__海通 _房地产__2858415225225421.jpg|1200]]

## 088. 1525182442442122

- 所属主题：[[topics/296|#长江 #电力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544125421584)
- 本地资源：[[assets/images/261019_1309__长江 _电力__1525182442442122.jpg|1525182442442122]]

![[assets/images/261019_1309__长江 _电力__1525182442442122.jpg|1200]]

## 089. 8858415282421182

- 所属主题：[[topics/335|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244512181221)
- 本地资源：[[assets/images/261019_1100__小光__8858415282421182.jpg|8858415282421182]]

![[assets/images/261019_1100__小光__8858415282421182.jpg|1200]]

## 090. 1525182454148112

- 所属主题：[[topics/338|#PTFE]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244512182181)
- 本地资源：[[assets/images/261019_1100__PTFE__1525182454148112.jpg|1525182454148112]]

![[assets/images/261019_1100__PTFE__1525182454148112.jpg|1200]]

## 091. 5121482515458444

- 所属主题：[[topics/338|#PTFE]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244512182181)
- 本地资源：[[assets/images/261019_1100__PTFE__5121482515458444.jpg|5121482515458444]]

![[assets/images/261019_1100__PTFE__5121482515458444.jpg|1200]]

## 092. 1525182454148142

- 所属主题：[[topics/340|#H酸]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411284854112)
- 本地资源：[[assets/images/261019_1059__H酸__1525182454148142.jpg|1525182454148142]]

![[assets/images/261019_1059__H酸__1525182454148142.jpg|1200]]

## 093. 1525182454148122

- 所属主题：[[topics/342|#大金融]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522415185558)
- 本地资源：[[assets/images/261019_1059__大金融__1525182454148122.jpg|1525182454148122]]

![[assets/images/261019_1059__大金融__1525182454148122.jpg|1200]]

## 094. 5121482515458124

- 所属主题：[[topics/345|#宇树科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411284855842)
- 本地资源：[[assets/images/261019_1059__宇树科技__5121482515458124.jpg|5121482515458124]]

![[assets/images/261019_1059__宇树科技__5121482515458124.jpg|1200]]

## 095. 1525182454141882

- 所属主题：[[topics/348|#军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411284852142)
- 本地资源：[[assets/images/261019_1058__军工__1525182454141882.jpg|1525182454141882]]

![[assets/images/261019_1058__军工__1525182454141882.jpg|1200]]

## 096. 4848214585255428

- 所属主题：[[topics/361|近一周公募基金大幅加仓的行业有：汽车 食品饮料 家电 基础化工 其中汽车 食品饮料 基础化工已经连续出现加仓 近一周公募基金大幅减仓的行业有：建材 石油石化 医]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522415255518)
- 本地资源：[[assets/images/261019_1056_近一周公募基金大幅加仓的行业有：汽车 食品饮料 家电 基础化工 其中汽车 食品饮料 基础化工已经连续__4848214585255428.jpg|4848214585255428]]

![[assets/images/261019_1056_近一周公募基金大幅加仓的行业有：汽车 食品饮料 家电 基础化工 其中汽车 食品饮料 基础化工已经连续__4848214585255428.jpg|1200]]

## 097. 1525182454144252

- 所属主题：[[topics/362|#铜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544285455154)
- 本地资源：[[assets/images/261019_1056__铜__1525182454144252.jpg|1525182454144252]]

![[assets/images/261019_1056__铜__1525182454144252.jpg|1200]]

## 098. 2858415282428181

- 所属主题：[[topics/365|#AI代理]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244512428121)
- 本地资源：[[assets/images/261019_1056__AI代理__2858415282428181.jpg|2858415282428181]]

![[assets/images/261019_1056__AI代理__2858415282428181.jpg|1200]]

## 099. 4848214585452828

- 所属主题：[[topics/367|#GDP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244518242542)
- 本地资源：[[assets/images/261019_1021__GDP__4848214585452828.jpg|4848214585452828]]

![[assets/images/261019_1021__GDP__4848214585452828.jpg|1200]]

## 100. 2858415288115521

- 所属主题：[[topics/369|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244518821282)
- 本地资源：[[assets/images/261019_1015__小光__2858415288115521.jpg|2858415288115521]]

![[assets/images/261019_1015__小光__2858415288115521.jpg|1200]]

## 101. 2858415288115851

- 所属主题：[[topics/369|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244518821282)
- 本地资源：[[assets/images/261019_1015__小光__2858415288115851.jpg|2858415288115851]]

![[assets/images/261019_1015__小光__2858415288115851.jpg|1200]]

## 102. 8858415288141452

- 所属主题：[[topics/371|#GDP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544281155854)
- 本地资源：[[assets/images/261019_1015__GDP__8858415288141452.jpg|8858415288141452]]

![[assets/images/261019_1015__GDP__8858415288141452.jpg|1200]]

## 103. 2858415288141281

- 所属主题：[[topics/372|#东北 #美股 #日历]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411285545452)
- 本地资源：[[assets/images/261019_1015__东北 _美股 _日历__2858415288141281.jpg|2858415288141281]]

![[assets/images/261019_1015__东北 _美股 _日历__2858415288141281.jpg|1200]]

## 104. 4848214588122248

- 所属主题：[[topics/373|#妖股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544281151284)
- 本地资源：[[assets/images/261019_1014__妖股__4848214588122248.jpg|4848214588122248]]

![[assets/images/261019_1014__妖股__4848214588122248.jpg|1200]]

## 105. 4848214588122558

- 所属主题：[[topics/374|#房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522418854218)
- 本地资源：[[assets/images/261019_1014__房地产__4848214588122558.jpg|4848214588122558]]

![[assets/images/261019_1014__房地产__4848214588122558.jpg|1200]]

## 106. 1525182455811452

- 所属主题：[[topics/375|#楚天龙]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544281152544)
- 本地资源：[[assets/images/261019_1014__楚天龙__1525182455811452.jpg|1525182455811452]]

![[assets/images/261019_1014__楚天龙__1525182455811452.jpg|1200]]

## 107. 4848214588122828

- 所属主题：[[topics/376|#海能达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522418854888)
- 本地资源：[[assets/images/261019_1014__海能达__4848214588122828.jpg|4848214588122828]]

![[assets/images/261019_1014__海能达__4848214588122828.jpg|1200]]

## 108. 4848214588122418

- 所属主题：[[topics/377|#数字认证]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544281118254)
- 本地资源：[[assets/images/261019_1014__数字认证__4848214588122418.jpg|4848214588122418]]

![[assets/images/261019_1014__数字认证__4848214588122418.jpg|1200]]

## 109. 4848214588125148

- 所属主题：[[topics/378|#反腐]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244518884851)
- 本地资源：[[assets/images/261019_1013__反腐__4848214588125148.jpg|4848214588125148]]

![[assets/images/261019_1013__反腐__4848214588125148.jpg|1200]]

## 110. 4848214588125528

- 所属主题：[[topics/379|#染料]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544281111824)
- 本地资源：[[assets/images/261019_1013__染料__4848214588125528.jpg|4848214588125528]]

![[assets/images/261019_1013__染料__4848214588125528.jpg|1200]]

## 111. 5121482511842814

- 所属主题：[[topics/382|#英特尔 #硅光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244518851522)
- 本地资源：[[assets/images/261019_1011__英特尔 _硅光__5121482511842814.jpg|5121482511842814]]

![[assets/images/261019_1011__英特尔 _硅光__5121482511842814.jpg|1200]]

## 112. 8858415288145242

- 所属主题：[[topics/383|GS 将 2027 / 28E 全球服务器 TAM 上调 31% / 45%，涵盖通用服务器和 AI 服务器，以反映持续的生成式 AI 基础设施投资和规格升级：]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414818581582)
- 本地资源：[[assets/images/261019_1011_GS 将 2027 28E 全球服务器 TAM 上调 31% 45%，涵盖通用服务器和 AI__8858415288145242.jpg|8858415288145242]]

![[assets/images/261019_1011_GS 将 2027 28E 全球服务器 TAM 上调 31% 45%，涵盖通用服务器和 AI__8858415288145242.jpg|1200]]

## 113. 4848214588124288

- 所属主题：[[topics/383|GS 将 2027 / 28E 全球服务器 TAM 上调 31% / 45%，涵盖通用服务器和 AI 服务器，以反映持续的生成式 AI 基础设施投资和规格升级：]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414818581582)
- 本地资源：[[assets/images/261019_1011_GS 将 2027 28E 全球服务器 TAM 上调 31% 45%，涵盖通用服务器和 AI__4848214588124288.jpg|4848214588124288]]

![[assets/images/261019_1011_GS 将 2027 28E 全球服务器 TAM 上调 31% 45%，涵盖通用服务器和 AI__4848214588124288.jpg|1200]]

## 114. 8858415288145442

- 所属主题：[[topics/383|GS 将 2027 / 28E 全球服务器 TAM 上调 31% / 45%，涵盖通用服务器和 AI 服务器，以反映持续的生成式 AI 基础设施投资和规格升级：]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414818581582)
- 本地资源：[[assets/images/261019_1011_GS 将 2027 28E 全球服务器 TAM 上调 31% 45%，涵盖通用服务器和 AI__8858415288145442.jpg|8858415288145442]]

![[assets/images/261019_1011_GS 将 2027 28E 全球服务器 TAM 上调 31% 45%，涵盖通用服务器和 AI__8858415288145442.jpg|1200]]

## 115. 2858415288145441

- 所属主题：[[topics/383|GS 将 2027 / 28E 全球服务器 TAM 上调 31% / 45%，涵盖通用服务器和 AI 服务器，以反映持续的生成式 AI 基础设施投资和规格升级：]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414818581582)
- 本地资源：[[assets/images/261019_1011_GS 将 2027 28E 全球服务器 TAM 上调 31% 45%，涵盖通用服务器和 AI__2858415288145441.jpg|2858415288145441]]

![[assets/images/261019_1011_GS 将 2027 28E 全球服务器 TAM 上调 31% 45%，涵盖通用服务器和 AI__2858415288145441.jpg|1200]]

## 116. 5121482511854154

- 所属主题：[[topics/385|#宇环数控 #希迪智驾 #广钢...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525121822518)
- 本地资源：[[assets/images/261019_1009__宇环数控 _希迪智驾 _广钢__5121482511854154.jpg|5121482511854154]]

![[assets/images/261019_1009__宇环数控 _希迪智驾 _广钢__5121482511854154.jpg|1200]]

## 117. 8858415288122252

- 所属主题：[[topics/386|#Deepseek #芯片]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414818515412)
- 本地资源：[[assets/images/261019_1009__Deepseek _芯片__8858415288122252.jpg|8858415288122252]]

![[assets/images/261019_1009__Deepseek _芯片__8858415288122252.jpg|1200]]

## 118. 4848214588155418

- 所属主题：[[topics/391|#中信证券 #AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525121852818)
- 本地资源：[[assets/images/261019_1008__中信证券 _AI__4848214588155418.jpg|4848214588155418]]

![[assets/images/261019_1008__中信证券 _AI__4848214588155418.jpg|1200]]

## 119. 1525182455844252

- 所属主题：[[topics/394|#华泰 #房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242141822182)
- 本地资源：[[assets/images/261019_1007__华泰 _房地产__1525182455844252.jpg|1525182455844252]]

![[assets/images/261019_1007__华泰 _房地产__1525182455844252.jpg|1200]]

## 120. 2858415288244481

- 所属主题：[[topics/404|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545844221244)
- 本地资源：[[assets/images/261019_0936__小光__2858415288244481.jpg|2858415288244481]]

![[assets/images/261019_0936__小光__2858415288244481.jpg|1200]]

## 121. 8858415288244882

- 所属主题：[[topics/407|#长鑫科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545845888124)
- 本地资源：[[assets/images/261019_0935__长鑫科技__8858415288244882.jpg|8858415288244882]]

![[assets/images/261019_0935__长鑫科技__8858415288244882.jpg|1200]]

## 122. 8858415288251142

- 所属主题：[[topics/410|#东财 #日历]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414814881582)
- 本地资源：[[assets/images/261019_0935__东财 _日历__8858415288251142.jpg|8858415288251142]]

![[assets/images/261019_0935__东财 _日历__8858415288251142.jpg|1200]]

## 123. 8858415288251442

- 所属主题：[[topics/412|#中信证券 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545845885284)
- 本地资源：[[assets/images/261019_0935__中信证券 _策略__8858415288251442.jpg|8858415288251442]]

![[assets/images/261019_0935__中信证券 _策略__8858415288251442.jpg|1200]]

## 124. 2858415288251821

- 所属主题：[[topics/416|#兴证 #创新药 #ESMO]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525125118858)
- 本地资源：[[assets/images/261019_0934__兴证 _创新药 _ESMO__2858415288251821.jpg|2858415288251821]]

![[assets/images/261019_0934__兴证 _创新药 _ESMO__2858415288251821.jpg|1200]]

## 125. 2858415288252141

- 所属主题：[[topics/421|#海通 #安徽 #医保 #医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545845845844)
- 本地资源：[[assets/images/261019_0933__海通 _安徽 _医保 _医药__2858415288252141.jpg|2858415288252141]]

![[assets/images/261019_0933__海通 _安徽 _医保 _医药__2858415288252141.jpg|1200]]

## 126. 2858415288252411

- 所属主题：[[topics/424|[拳头]石化高景气持续，“三桶油”再迎布局良机【光大能源化工与新材料团队】 🌟截至10月16日，布伦特、WTI原油期货价格分别报收109.95、99.04美元/]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242142148541)
- 本地资源：[[assets/images/261019_0933__拳头_石化高景气持续，“三桶油”再迎布局良机【光大能源化工与新材料团队】 🌟截至10月16日，布伦__2858415288252411.jpg|2858415288252411]]

![[assets/images/261019_0933__拳头_石化高景气持续，“三桶油”再迎布局良机【光大能源化工与新材料团队】 🌟截至10月16日，布伦__2858415288252411.jpg|1200]]

## 127. 2858415288818181

- 所属主题：[[topics/428|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242142425281)
- 本地资源：[[assets/images/261019_0929__ETF__2858415288818181.jpg|2858415288818181]]

![[assets/images/261019_0929__ETF__2858415288818181.jpg|1200]]

## 128. 2858415288841421

- 所属主题：[[topics/429|#国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545845544154)
- 本地资源：[[assets/images/261019_0927__国债__2858415288841421.jpg|2858415288841421]]

![[assets/images/261019_0927__国债__2858415288841421.jpg|1200]]

## 129. 1525182455511822

- 所属主题：[[topics/430|韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545845558424)
- 本地资源：[[assets/images/261019_0926_韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了__1525182455511822.jpg|1525182455511822]]

![[assets/images/261019_0926_韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了__1525182455511822.jpg|1200]]

## 130. 8858415288844182

- 所属主题：[[topics/430|韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545845558424)
- 本地资源：[[assets/images/261019_0926_韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了__8858415288844182.jpg|8858415288844182]]

![[assets/images/261019_0926_韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了__8858415288844182.jpg|1200]]

## 131. 4848214588821818

- 所属主题：[[topics/430|韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545845558424)
- 本地资源：[[assets/images/261019_0926_韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了__4848214588821818.jpg|4848214588821818]]

![[assets/images/261019_0926_韩国低开高走，A50也翻红了 韩国开盘跌了3个点，现在翻红了__4848214588821818.jpg|1200]]

## 132. 1525182455541112

- 所属主题：[[topics/431|https://share.t...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242142284112)
- 本地资源：[[assets/images/261019_0925_https share.t__1525182455541112.jpg|1525182455541112]]

![[assets/images/261019_0925_https share.t__1525182455541112.jpg|1200]]

## 133. 8858415288842252

- 所属主题：[[topics/431|https://share.t...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242142284112)
- 本地资源：[[assets/images/261019_0925_https share.t__8858415288842252.jpg|8858415288842252]]

![[assets/images/261019_0925_https share.t__8858415288842252.jpg|1200]]

## 134. 8858415288584552

- 所属主题：[[topics/448|#兴证 #拥挤度]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242121145812)
- 本地资源：[[assets/images/261019_0909__兴证 _拥挤度__8858415288584552.jpg|8858415288584552]]

![[assets/images/261019_0909__兴证 _拥挤度__8858415288584552.jpg|1200]]

## 135. 1525182455254582

- 所属主题：[[topics/450|#乌兰察布 #AI基建]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525151158858)
- 本地资源：[[assets/images/261019_0908__乌兰察布 _AI基建__1525182455254582.jpg|1525182455254582]]

![[assets/images/261019_0908__乌兰察布 _AI基建__1525182455254582.jpg|1200]]

## 136. 5121482511215114

- 所属主题：[[topics/451|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545858818884)
- 本地资源：[[assets/images/261019_0908__监管__5121482511215114.jpg|5121482511215114]]

![[assets/images/261019_0908__监管__5121482511215114.jpg|1200]]

## 137. 5121482511215214

- 所属主题：[[topics/453|#研选]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414848851212)
- 本地资源：[[assets/images/261019_0907__研选__5121482511215214.jpg|5121482511215214]]

![[assets/images/261019_0907__研选__5121482511215214.jpg|1200]]

## 138. 4848214588488148

- 所属主题：[[topics/457|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242121185122)
- 本地资源：[[assets/images/261019_0907__红宝书__4848214588488148.jpg|4848214588488148]]

![[assets/images/261019_0907__红宝书__4848214588488148.jpg|1200]]

## 139. 4848214588441218

- 所属主题：[[topics/462|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414848188282)
- 本地资源：[[assets/images/261019_0905__市场__4848214588441218.jpg|4848214588441218]]

![[assets/images/261019_0905__市场__4848214588441218.jpg|1200]]

## 140. 5121482511228854

- 所属主题：[[topics/462|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414848188282)
- 本地资源：[[assets/images/261019_0905__市场__5121482511228854.jpg|5121482511228854]]

![[assets/images/261019_0905__市场__5121482511228854.jpg|1200]]

## 141. 5121482511224814

- 所属主题：[[topics/463|开盘原油调整 #原油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525151212428)
- 本地资源：[[assets/images/261019_0905_开盘原油调整 _原油__5121482511224814.jpg|5121482511224814]]

![[assets/images/261019_0905_开盘原油调整 _原油__5121482511224814.jpg|1200]]

## 142. 1525182455221142

- 所属主题：[[topics/465|#TSL]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242121412452)
- 本地资源：[[assets/images/261019_0905__TSL__1525182455221142.jpg|1525182455221142]]

![[assets/images/261019_0905__TSL__1525182455221142.jpg|1200]]

## 143. 4848214588445188

- 所属主题：[[topics/476|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414848128452)
- 本地资源：[[assets/images/261019_0904__市场__4848214588445188.jpg|4848214588445188]]

![[assets/images/261019_0904__市场__4848214588445188.jpg|1200]]

## 144. 2858415285121281

- 所属主题：[[topics/479|#指数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242121452451)
- 本地资源：[[assets/images/261019_0903__指数__2858415285121281.jpg|2858415285121281]]

![[assets/images/261019_0903__指数__2858415285121281.jpg|1200]]

## 145. 4848214584151458

- 所属主题：[[topics/484|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525151248518)
- 本地资源：[[assets/images/261019_0903__监管__4848214584151458.jpg|4848214584151458]]

![[assets/images/261019_0903__监管__4848214584151458.jpg|1200]]

## 146. 4848214584155528

- 所属主题：[[topics/491|#东吴 #光伏]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545858581554)
- 本地资源：[[assets/images/261019_0902__东吴 _光伏__4848214584155528.jpg|4848214584155528]]

![[assets/images/261019_0902__东吴 _光伏__4848214584155528.jpg|1200]]

## 147. 8858415285221252

- 所属主题：[[topics/515|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242124582141)
- 本地资源：[[assets/images/261019_0827__小光__8858415285221252.jpg|8858415285221252]]

![[assets/images/261019_0827__小光__8858415285221252.jpg|1200]]

## 148. 5121482512554114

- 所属主题：[[topics/516|#全知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525152484288)
- 本地资源：[[assets/images/261019_0826__全知道__5121482512554114.jpg|5121482512554114]]

![[assets/images/261019_0826__全知道__5121482512554114.jpg|1200]]

## 149. 5121482512554254

- 所属主题：[[topics/517|#季度报 #生益科技 #长鑫科...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242124585281)
- 本地资源：[[assets/images/261019_0826__季度报 _生益科技 _长鑫科__5121482512554254.jpg|5121482512554254]]

![[assets/images/261019_0826__季度报 _生益科技 _长鑫科__5121482512554254.jpg|1200]]

## 150. 4848214584555118

- 所属主题：[[topics/518|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525152484428)
- 本地资源：[[assets/images/261019_0825__龙虎榜__4848214584555118.jpg|4848214584555118]]

![[assets/images/261019_0825__龙虎榜__4848214584555118.jpg|1200]]

## 151. 2858415285222111

- 所属主题：[[topics/518|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525152484428)
- 本地资源：[[assets/images/261019_0825__龙虎榜__2858415285222111.jpg|2858415285222111]]

![[assets/images/261019_0825__龙虎榜__2858415285222111.jpg|1200]]

## 152. 8858415285222112

- 所属主题：[[topics/519|#早知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525152441158)
- 本地资源：[[assets/images/261019_0825__早知道__8858415285222112.jpg|8858415285222112]]

![[assets/images/261019_0825__早知道__8858415285222112.jpg|1200]]

## 153. 2858415285222181

- 所属主题：[[topics/520|#电报解读 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525152442148)
- 本地资源：[[assets/images/261019_0825__电报解读 _市场__2858415285222181.jpg|2858415285222181]]

![[assets/images/261019_0825__电报解读 _市场__2858415285222181.jpg|1200]]

## 154. 4848214584555228

- 所属主题：[[topics/521|#机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414841221252)
- 本地资源：[[assets/images/261019_0824__机器人__4848214584555228.jpg|4848214584555228]]

![[assets/images/261019_0824__机器人__4848214584555228.jpg|1200]]

## 155. 5121482512555144

- 所属主题：[[topics/523|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242124558821)
- 本地资源：[[assets/images/261019_0824__市场__5121482512555144.jpg|5121482512555144]]

![[assets/images/261019_0824__市场__5121482512555144.jpg|1200]]

## 156. 4848214584555818

- 所属主题：[[topics/523|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242124558821)
- 本地资源：[[assets/images/261019_0824__市场__4848214584555818.jpg|4848214584555818]]

![[assets/images/261019_0824__市场__4848214584555818.jpg|1200]]

## 157. 1525182452444442

- 所属主题：[[topics/523|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242124558821)
- 本地资源：[[assets/images/261019_0824__市场__1525182452444442.jpg|1525182452444442]]

![[assets/images/261019_0824__市场__1525182452444442.jpg|1200]]

## 158. 5121482524825244

- 所属主题：[[topics/524|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242124555181)
- 本地资源：[[assets/images/261019_0824__监管__5121482524825244.jpg|5121482524825244]]

![[assets/images/261019_0824__监管__5121482524825244.jpg|1200]]

## 159. 8858415254152512

- 所属主题：[[topics/524|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242124555181)
- 本地资源：[[assets/images/261019_0824__监管__8858415254152512.jpg|8858415254152512]]

![[assets/images/261019_0824__监管__8858415254152512.jpg|1200]]

## 160. 5121482524825224

- 所属主题：[[topics/525|#招商 #通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545855884814)
- 本地资源：[[assets/images/261019_0823__招商 _通信__5121482524825224.jpg|5121482524825224]]

![[assets/images/261019_0823__招商 _通信__5121482524825224.jpg|1200]]

## 161. 1525182421824222

- 所属主题：[[topics/526|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525155115188)
- 本地资源：[[assets/images/261019_0823__AI__1525182421824222.jpg|1525182421824222]]

![[assets/images/261019_0823__AI__1525182421824222.jpg|1200]]

## 162. 5121482524821854

- 所属主题：[[topics/527|#俄乌关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242122112481)
- 本地资源：[[assets/images/261019_0823__俄乌关系__5121482524821854.jpg|5121482524821854]]

![[assets/images/261019_0823__俄乌关系__5121482524821854.jpg|1200]]

## 163. 1525182421824422

- 所属主题：[[topics/527|#俄乌关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242122112481)
- 本地资源：[[assets/images/261019_0823__俄乌关系__1525182421824422.jpg|1525182421824422]]

![[assets/images/261019_0823__俄乌关系__1525182421824422.jpg|1200]]

## 164. 4848214542148818

- 所属主题：[[topics/528|#英伟达]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525155114528)
- 本地资源：[[assets/images/261019_0822__英伟达__4848214542148818.jpg|4848214542148818]]

![[assets/images/261019_0822__英伟达__4848214542148818.jpg|1200]]

## 165. 5121482524821114

- 所属主题：[[topics/529|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242122115841)
- 本地资源：[[assets/images/261019_0822__市场__5121482524821114.jpg|5121482524821114]]

![[assets/images/261019_0822__市场__5121482524821114.jpg|1200]]

## 166. 1525182421822422

- 所属主题：[[topics/530|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414844882252)
- 本地资源：[[assets/images/261019_0822__美股__1525182421822422.jpg|1525182421822422]]

![[assets/images/261019_0822__美股__1525182421822422.jpg|1200]]

## 167. 2858415254155851

- 所属主题：[[topics/531|#微软 #Nacale]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414844818182)
- 本地资源：[[assets/images/261019_0822__微软 _Nacale__2858415254155851.jpg|2858415254155851]]

![[assets/images/261019_0822__微软 _Nacale__2858415254155851.jpg|1200]]

## 168. 4848214542144848

- 所属主题：[[topics/532|#军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545855844444)
- 本地资源：[[assets/images/261019_0821__军工__4848214542144848.jpg|4848214542144848]]

![[assets/images/261019_0821__军工__4848214542144848.jpg|1200]]

## 169. 8858415254155522

- 所属主题：[[topics/533|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242122144222)
- 本地资源：[[assets/images/261019_0821__三星__8858415254155522.jpg|8858415254155522]]

![[assets/images/261019_0821__三星__8858415254155522.jpg|1200]]

## 170. 2858415254411211

- 所属主题：[[topics/534|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545855824884)
- 本地资源：[[assets/images/261019_0820__美股__2858415254411211.jpg|2858415254411211]]

![[assets/images/261019_0820__美股__2858415254411211.jpg|1200]]

## 171. 5121482524488554

- 所属主题：[[topics/535|#日股 #科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545855824444)
- 本地资源：[[assets/images/261019_0820__日股 _科技__5121482524488554.jpg|5121482524488554]]

![[assets/images/261019_0820__日股 _科技__5121482524488554.jpg|1200]]

## 172. 4848214542211588

- 所属主题：[[topics/536|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242122154812)
- 本地资源：[[assets/images/261019_0820__市场__4848214542211588.jpg|4848214542211588]]

![[assets/images/261019_0820__市场__4848214542211588.jpg|1200]]

## 173. 2858415254411821

- 所属主题：[[topics/537|#债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414844824552)
- 本地资源：[[assets/images/261019_0820__债__2858415254411821.jpg|2858415254411821]]

![[assets/images/261019_0820__债__2858415254411821.jpg|1200]]

## 174. 5121482524488124

- 所属主题：[[topics/538|#Nacale]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545855825254)
- 本地资源：[[assets/images/261019_0819__Nacale__5121482524488124.jpg|5121482524488124]]

![[assets/images/261019_0819__Nacale__5121482524488124.jpg|1200]]

## 175. 4848214542212828

- 所属主题：[[topics/539|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414844825482)
- 本地资源：[[assets/images/261019_0819__监管__4848214542212828.jpg|4848214542212828]]

![[assets/images/261019_0819__监管__4848214542212828.jpg|1200]]

## 176. 5121482524484284

- 所属主题：[[topics/540|#俄乌关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242122155511)
- 本地资源：[[assets/images/261019_0819__俄乌关系__5121482524484284.jpg|5121482524484284]]

![[assets/images/261019_0819__俄乌关系__5121482524484284.jpg|1200]]

## 177. 4848214542212458

- 所属主题：[[topics/541|#GDP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414844188842)
- 本地资源：[[assets/images/261019_0819__GDP__4848214542212458.jpg|4848214542212458]]

![[assets/images/261019_0819__GDP__4848214542212458.jpg|1200]]

## 178. 5121482524484124

- 所属主题：[[topics/541|#GDP]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414844188842)
- 本地资源：[[assets/images/261019_0819__GDP__5121482524484124.jpg|5121482524484124]]

![[assets/images/261019_0819__GDP__5121482524484124.jpg|1200]]

## 179. 1525182421181252

- 所属主题：[[topics/542|#以色列]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545855488414)
- 本地资源：[[assets/images/261019_0818__以色列__1525182421181252.jpg|1525182421181252]]

![[assets/images/261019_0818__以色列__1525182421181252.jpg|1200]]

## 180. 4848214542215118

- 所属主题：[[topics/543|#Anthropic]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414844188422)
- 本地资源：[[assets/images/261019_0818__Anthropic__4848214542215118.jpg|4848214542215118]]

![[assets/images/261019_0818__Anthropic__4848214542215118.jpg|1200]]

## 181. 2858415254412411

- 所属主题：[[topics/544|#美乌关系 #俄乌关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525155211418)
- 本地资源：[[assets/images/261019_0818__美乌关系 _俄乌关系__2858415254412411.jpg|2858415254412411]]

![[assets/images/261019_0818__美乌关系 _俄乌关系__2858415254412411.jpg|1200]]

## 182. 5121482524485414

- 所属主题：[[topics/545|#铠侠]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425414844184842)
- 本地资源：[[assets/images/261019_0818__铠侠__5121482524485414.jpg|5121482524485414]]

![[assets/images/261019_0818__铠侠__5121482524485414.jpg|1200]]

## 183. 4848214542215518

- 所属主题：[[topics/546|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525155215228)
- 本地资源：[[assets/images/261019_0818__彭博新闻 _市场__4848214542215518.jpg|4848214542215518]]

![[assets/images/261019_0818__彭博新闻 _市场__4848214542215518.jpg|1200]]

## 184. 4848214542215528

- 所属主题：[[topics/547|#美俄关系 #柴油]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545855485584)
- 本地资源：[[assets/images/261019_0818__美俄关系 _柴油__4848214542215528.jpg|4848214542215528]]

![[assets/images/261019_0818__美俄关系 _柴油__4848214542215528.jpg|1200]]

## 185. 5121482524485524

- 所属主题：[[topics/548|周五ETF情况 #ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545855485124)
- 本地资源：[[assets/images/261019_0817_周五ETF情况 _ETF__5121482524485524.jpg|5121482524485524]]

![[assets/images/261019_0817_周五ETF情况 _ETF__5121482524485524.jpg|1200]]

## 186. 1525182421184542

- 所属主题：[[topics/549|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258242122418852)
- 本地资源：[[assets/images/261019_0817__市场__1525182421184542.jpg|1525182421184542]]

![[assets/images/261019_0817__市场__1525182421184542.jpg|1200]]

## 187. 1525182421118212

- 所属主题：[[topics/571|#TSL]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525155255448)
- 本地资源：[[assets/images/261019_0811__TSL__1525182421118212.jpg|1525182421118212]]

![[assets/images/261019_0811__TSL__1525182421118212.jpg|1200]]

## 188. 5121482524448254

- 所属主题：[[topics/574|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242122428181)
- 本地资源：[[assets/images/261019_0811__美股__5121482524448254.jpg|5121482524448254]]

![[assets/images/261019_0811__美股__5121482524448254.jpg|1200]]

## 189. 5121482524444254

- 所属主题：[[topics/595|#社服]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545852881824)
- 本地资源：[[assets/images/261019_0808__社服__5121482524444254.jpg|5121482524444254]]

![[assets/images/261019_0808__社服__5121482524444254.jpg|1200]]

## 190. 5121482524441844

- 所属主题：[[topics/604|#广发 #电力 #水]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521545852844424)
- 本地资源：[[assets/images/261019_0807__广发 _电力 _水__5121482524441844.jpg|5121482524441844]]

![[assets/images/261019_0807__广发 _电力 _水__5121482524441844.jpg|1200]]

## 191. 4848214542228128

- 所属主题：[[topics/608|#中信 #白酒]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258242125142111)
- 本地资源：[[assets/images/261019_0806__中信 _白酒__4848214542228128.jpg|4848214542228128]]

![[assets/images/261019_0806__中信 _白酒__4848214542228128.jpg|1200]]

## 192. 2858415254448121

- 所属主题：[[topics/610|#中信 #消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548525154125258)
- 本地资源：[[assets/images/261019_0806__中信 _消费__2858415254448121.jpg|2858415254448121]]

![[assets/images/261019_0806__中信 _消费__2858415254448121.jpg|1200]]
