---
date: 2026-10-20
source: zsxq
type: image-preview
cssclasses: zsxq-vault
---

# 思维纪要社 2026-10-20 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. 2858415184525551

- 所属主题：[[topics/029|#电报解读 #数据要素]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411855448842)
- 本地资源：[[assets/images/261020_2226__电报解读 _数据要素__2858415184525551.jpg|2858415184525551]]

![[assets/images/261020_2226__电报解读 _数据要素__2858415184525551.jpg|1200]]

## 002. 1525182851242222

- 所属主题：[[topics/030|#机构调研 #山石网科]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522188551248)
- 本地资源：[[assets/images/261020_2226__机构调研 _山石网科__1525182851242222.jpg|1525182851242222]]

![[assets/images/261020_2226__机构调研 _山石网科__1525182851242222.jpg|1200]]

## 003. 1525182851258812

- 所属主题：[[topics/031|#龙虎榜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244188221222)
- 本地资源：[[assets/images/261020_2226__龙虎榜__1525182851258812.jpg|1525182851258812]]

![[assets/images/261020_2226__龙虎榜__1525182851258812.jpg|1200]]

## 004. 8858415184582212

- 所属主题：[[topics/034|#中美关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522188582188)
- 本地资源：[[assets/images/261020_2223__中美关系__8858415184582212.jpg|8858415184582212]]

![[assets/images/261020_2223__中美关系__8858415184582212.jpg|1200]]

## 005. 1525182851254482

- 所属主题：[[topics/036|#伊朗]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411855451112)
- 本地资源：[[assets/images/261020_2223__伊朗__1525182851254482.jpg|1525182851254482]]

![[assets/images/261020_2223__伊朗__1525182851254482.jpg|1200]]

## 006. 5121482814215144

- 所属主题：[[topics/038|#军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411855451482)
- 本地资源：[[assets/images/261020_2222__军工__5121482814215144.jpg|5121482814215144]]

![[assets/images/261020_2222__军工__5121482814215144.jpg|1200]]

## 007. 4848214182485418

- 所属主题：[[topics/040|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544811514154)
- 本地资源：[[assets/images/261020_2222__物理AI__4848214182485418.jpg|4848214182485418]]

![[assets/images/261020_2222__物理AI__4848214182485418.jpg|1200]]

## 008. 4848214182488828

- 所属主题：[[topics/041|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244188284541)
- 本地资源：[[assets/images/261020_2222__Deepseek__4848214182488828.jpg|4848214182488828]]

![[assets/images/261020_2222__Deepseek__4848214182488828.jpg|1200]]

## 009. 8858415184588822

- 所属主题：[[topics/044|#储能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244188284551)
- 本地资源：[[assets/images/261020_2222__储能__8858415184588822.jpg|8858415184588822]]

![[assets/images/261020_2222__储能__8858415184588822.jpg|1200]]

## 010. 5121482814211224

- 所属主题：[[topics/045|#野村 #内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522188585218)
- 本地资源：[[assets/images/261020_2222__野村 _内存__5121482814211224.jpg|5121482814211224]]

![[assets/images/261020_2222__野村 _内存__5121482814211224.jpg|1200]]

## 011. 1525182851255252

- 所属主题：[[topics/045|#野村 #内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522188585218)
- 本地资源：[[assets/images/261020_2222__野村 _内存__1525182851255252.jpg|1525182851255252]]

![[assets/images/261020_2222__野村 _内存__1525182851255252.jpg|1200]]

## 012. 4848214182488488

- 所属主题：[[topics/045|#野村 #内存]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522188585218)
- 本地资源：[[assets/images/261020_2222__野村 _内存__4848214182488488.jpg|4848214182488488]]

![[assets/images/261020_2222__野村 _内存__4848214182488488.jpg|1200]]

## 013. 4848214182484258

- 所属主题：[[topics/046|#宁德时代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244188288222)
- 本地资源：[[assets/images/261020_2221__宁德时代__4848214182484258.jpg|4848214182484258]]

![[assets/images/261020_2221__宁德时代__4848214182484258.jpg|1200]]

## 014. 8858415184585122

- 所属主题：[[topics/046|#宁德时代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244188288222)
- 本地资源：[[assets/images/261020_2221__宁德时代__8858415184585122.jpg|8858415184585122]]

![[assets/images/261020_2221__宁德时代__8858415184585122.jpg|1200]]

## 015. 5121482814212544

- 所属主题：[[topics/048|#数据要素]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244188285112)
- 本地资源：[[assets/images/261020_2221__数据要素__5121482814212544.jpg|5121482814212544]]

![[assets/images/261020_2221__数据要素__5121482814212544.jpg|1200]]

## 016. 8858415184585222

- 所属主题：[[topics/050|韩国夜盘 #韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244188285412)
- 本地资源：[[assets/images/261020_2221_韩国夜盘 _韩股__8858415184585222.jpg|8858415184585222]]

![[assets/images/261020_2221_韩国夜盘 _韩股__8858415184585222.jpg|1200]]

## 017. 8858415184585882

- 所属主题：[[topics/052|#美国 #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244188251151)
- 本地资源：[[assets/images/261020_2221__美国 _国债__8858415184585882.jpg|8858415184585882]]

![[assets/images/261020_2221__美国 _国债__8858415184585882.jpg|1200]]

## 018. 1525182851252542

- 所属主题：[[topics/052|#美国 #国债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244188251151)
- 本地资源：[[assets/images/261020_2221__美国 _国债__1525182851252542.jpg|1525182851252542]]

![[assets/images/261020_2221__美国 _国债__1525182851252542.jpg|1200]]

## 019. 2858415184551521

- 所属主题：[[topics/058|#东吴 #电池]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411855421142)
- 本地资源：[[assets/images/261020_2220__东吴 _电池__2858415184551521.jpg|2858415184551521]]

![[assets/images/261020_2220__东吴 _电池__2858415184551521.jpg|1200]]

## 020. 5121482814228224

- 所属主题：[[topics/060|#东吴 #逆变器]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522188824548)
- 本地资源：[[assets/images/261020_2220__东吴 _逆变器__5121482814228224.jpg|5121482814228224]]

![[assets/images/261020_2220__东吴 _逆变器__5121482814228224.jpg|1200]]

## 021. 5121482814224814

- 所属主题：[[topics/063|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244188821121)
- 本地资源：[[assets/images/261020_2220__存储__5121482814224814.jpg|5121482814224814]]

![[assets/images/261020_2220__存储__5121482814224814.jpg|1200]]

## 022. 8858415188421142

- 所属主题：[[topics/085|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522145824588)
- 本地资源：[[assets/images/261020_2021__市场__8858415188421142.jpg|8858415188421142]]

![[assets/images/261020_2021__市场__8858415188421142.jpg|1200]]

## 023. 2858415188422281

- 所属主题：[[topics/088|#美国 #就业]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522145858488)
- 本地资源：[[assets/images/261020_2019__美国 _就业__2858415188422281.jpg|2858415188422281]]

![[assets/images/261020_2019__美国 _就业__2858415188422281.jpg|1200]]

## 024. 2858415188422841

- 所属主题：[[topics/089|#宁德时代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411824542112)
- 本地资源：[[assets/images/261020_2018__宁德时代__2858415188422841.jpg|2858415188422841]]

![[assets/images/261020_2018__宁德时代__2858415188422841.jpg|1200]]

## 025. 4848214188255848

- 所属主题：[[topics/090|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244152825211)
- 本地资源：[[assets/images/261020_2018__市场__4848214188255848.jpg|4848214188255848]]

![[assets/images/261020_2018__市场__4848214188255848.jpg|1200]]

## 026. 5121482811451144

- 所属主题：[[topics/091|#科森科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411824558142)
- 本地资源：[[assets/images/261020_2018__科森科技__5121482811451144.jpg|5121482811451144]]

![[assets/images/261020_2018__科森科技__5121482811451144.jpg|1200]]

## 027. 8858415188428852

- 所属主题：[[topics/092|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544825118524)
- 本地资源：[[assets/images/261020_2018__物理AI__8858415188428852.jpg|8858415188428852]]

![[assets/images/261020_2018__物理AI__8858415188428852.jpg|1200]]

## 028. 8858415188485552

- 所属主题：[[topics/093|#拥挤度]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244152582552)
- 本地资源：[[assets/images/261020_2009__拥挤度__8858415188485552.jpg|8858415188485552]]

![[assets/images/261020_2009__拥挤度__8858415188485552.jpg|1200]]

## 029. 4848214188241158

- 所属主题：[[topics/094|#债]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244152585151)
- 本地资源：[[assets/images/261020_2008__债__4848214188241158.jpg|4848214188241158]]

![[assets/images/261020_2008__债__4848214188241158.jpg|1200]]

## 030. 4848214188582218

- 所属主题：[[topics/113|#云南锗业]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544821484214)
- 本地资源：[[assets/images/261020_1958__云南锗业__4848214188582218.jpg|4848214188582218]]

![[assets/images/261020_1958__云南锗业__4848214188582218.jpg|1200]]

## 031. 8858415188284482

- 所属主题：[[topics/116|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544821485444)
- 本地资源：[[assets/images/261020_1958__存储__8858415188284482.jpg|8858415188284482]]

![[assets/images/261020_1958__存储__8858415188284482.jpg|1200]]

## 032. 8858415188284422

- 所属主题：[[topics/116|#存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544821485444)
- 本地资源：[[assets/images/261020_1958__存储__8858415188284422.jpg|8858415188284422]]

![[assets/images/261020_1958__存储__8858415188284422.jpg|1200]]

## 033. 2858415188284451

- 所属主题：[[topics/118|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244158412452)
- 本地资源：[[assets/images/261020_1957__AI__2858415188284451.jpg|2858415188284451]]

![[assets/images/261020_1957__AI__2858415188284451.jpg|1200]]

## 034. 2858415188284241

- 所属主题：[[topics/119|#韩国 #乌克兰]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411825184482)
- 本地资源：[[assets/images/261020_1957__韩国 _乌克兰__2858415188284241.jpg|2858415188284241]]

![[assets/images/261020_1957__韩国 _乌克兰__2858415188284241.jpg|1200]]

## 035. 1525182855451412

- 所属主题：[[topics/120|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148215588)
- 本地资源：[[assets/images/261020_1957__市场__1525182855451412.jpg|1525182855451412]]

![[assets/images/261020_1957__市场__1525182855451412.jpg|1200]]

## 036. 5121482811515414

- 所属主题：[[topics/122|#天岳先进]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158412841)
- 本地资源：[[assets/images/261020_1957__天岳先进__5121482811515414.jpg|5121482811515414]]

![[assets/images/261020_1957__天岳先进__5121482811515414.jpg|1200]]

## 037. 1525182855454152

- 所属主题：[[topics/123|#数据要素]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544821485154)
- 本地资源：[[assets/images/261020_1957__数据要素__1525182855454152.jpg|1525182855454152]]

![[assets/images/261020_1957__数据要素__1525182855454152.jpg|1200]]

## 038. 5121482811515544

- 所属主题：[[topics/125|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544821485254)
- 本地资源：[[assets/images/261020_1957__市场__5121482811515544.jpg|5121482811515544]]

![[assets/images/261020_1957__市场__5121482811515544.jpg|1200]]

## 039. 5121482811515554

- 所属主题：[[topics/127|#小鹏汽车]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158418541)
- 本地资源：[[assets/images/261020_1957__小鹏汽车__5121482811515554.jpg|5121482811515554]]

![[assets/images/261020_1957__小鹏汽车__5121482811515554.jpg|1200]]

## 040. 4848214188585558

- 所属主题：[[topics/130|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158415151)
- 本地资源：[[assets/images/261020_1956__AI__4848214188585558.jpg|4848214188585558]]

![[assets/images/261020_1956__AI__4848214188585558.jpg|1200]]

## 041. 1525182855454422

- 所属主题：[[topics/132|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544821482414)
- 本地资源：[[assets/images/261020_1956__Deepseek__1525182855454422.jpg|1525182855454422]]

![[assets/images/261020_1956__Deepseek__1525182855454422.jpg|1200]]

## 042. 2858415188282881

- 所属主题：[[topics/133|#野村 #电力]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158415811)
- 本地资源：[[assets/images/261020_1956__野村 _电力__2858415188282881.jpg|2858415188282881]]

![[assets/images/261020_1956__野村 _电力__2858415188282881.jpg|1200]]

## 043. 2858415188282541

- 所属主题：[[topics/135|【国际油价拉升 WTI原油升破100美元/桶】国际油价拉升，WTI原油期货价格涨1.81%，报100.324美元/桶；布伦特原油期货价格涨1.54%，报111.]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411825118212)
- 本地资源：[[assets/images/261020_1956_【国际油价拉升 WTI原油升破100美元 桶】国际油价拉升，WTI原油期货价格涨1.81%，报100__2858415188282541.jpg|2858415188282541]]

![[assets/images/261020_1956_【国际油价拉升 WTI原油升破100美元 桶】国际油价拉升，WTI原油期货价格涨1.81%，报100__2858415188282541.jpg|1200]]

## 044. 5121482811515244

- 所属主题：[[topics/137|#妖股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544821444884)
- 本地资源：[[assets/images/261020_1955__妖股__5121482811515244.jpg|5121482811515244]]

![[assets/images/261020_1955__妖股__5121482811515244.jpg|1200]]

## 045. 2858415188282521

- 所属主题：[[topics/138|#朝鲜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244158444182)
- 本地资源：[[assets/images/261020_1955__朝鲜__2858415188282521.jpg|2858415188282521]]

![[assets/images/261020_1955__朝鲜__2858415188282521.jpg|1200]]

## 046. 8858415188288222

- 所属主题：[[topics/145|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411825115482)
- 本地资源：[[assets/images/261020_1953__市场__8858415188288222.jpg|8858415188288222]]

![[assets/images/261020_1953__市场__8858415188288222.jpg|1200]]

## 047. 1525182855452582

- 所属主题：[[topics/148|#摩根大通 #医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158448511)
- 本地资源：[[assets/images/261020_1953__摩根大通 _医药__1525182855452582.jpg|1525182855452582]]

![[assets/images/261020_1953__摩根大通 _医药__1525182855452582.jpg|1200]]

## 048. 4848214188584558

- 所属主题：[[topics/148|#摩根大通 #医药]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158448511)
- 本地资源：[[assets/images/261020_1953__摩根大通 _医药__4848214188584558.jpg|4848214188584558]]

![[assets/images/261020_1953__摩根大通 _医药__4848214188584558.jpg|1200]]

## 049. 4848214188584888

- 所属主题：[[topics/152|#家电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148224448)
- 本地资源：[[assets/images/261020_1952__家电__4848214188584888.jpg|4848214188584888]]

![[assets/images/261020_1952__家电__4848214188584888.jpg|1200]]

## 050. 5121482811512124

- 所属主题：[[topics/154|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148251218)
- 本地资源：[[assets/images/261020_1952__市场__5121482811512124.jpg|5121482811512124]]

![[assets/images/261020_1952__市场__5121482811512124.jpg|1200]]

## 051. 8858415188251442

- 所属主题：[[topics/156|#字节跳动 #阿里巴巴 #英伟...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244158421482)
- 本地资源：[[assets/images/261020_1952__字节跳动 _阿里巴巴 _英伟__8858415188251442.jpg|8858415188251442]]

![[assets/images/261020_1952__字节跳动 _阿里巴巴 _英伟__8858415188251442.jpg|1200]]

## 052. 8858415188251242

- 所属主题：[[topics/158|#利率]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158421221)
- 本地资源：[[assets/images/261020_1952__利率__8858415188251242.jpg|8858415188251242]]

![[assets/images/261020_1952__利率__8858415188251242.jpg|1200]]

## 053. 1525182855421482

- 所属主题：[[topics/161|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244158421822)
- 本地资源：[[assets/images/261020_1952__市场__1525182855421482.jpg|1525182855421482]]

![[assets/images/261020_1952__市场__1525182855421482.jpg|1200]]

## 054. 1525182855425582

- 所属主题：[[topics/162|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158421541)
- 本地资源：[[assets/images/261020_1951__市场__1525182855425582.jpg|1525182855425582]]

![[assets/images/261020_1951__市场__1525182855425582.jpg|1200]]

## 055. 4848214188542858

- 所属主题：[[topics/162|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158421541)
- 本地资源：[[assets/images/261020_1951__市场__4848214188542858.jpg|4848214188542858]]

![[assets/images/261020_1951__市场__4848214188542858.jpg|1200]]

## 056. 4848214188542828

- 所属主题：[[topics/162|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244158421541)
- 本地资源：[[assets/images/261020_1951__市场__4848214188542828.jpg|4848214188542828]]

![[assets/images/261020_1951__市场__4848214188542828.jpg|1200]]

## 057. 5121482811524214

- 所属主题：[[topics/166|野村：AI 实验室担忧与存储基本面 → 继续看好存储器，预计供应受限局面至少会持续至 2028 年。认为市场对长鑫存储（CXMT）转向 4F²工艺的担忧过度。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148252188)
- 本地资源：[[assets/images/261020_1951_野村：AI 实验室担忧与存储基本面 → 继续看好存储器，预计供应受限局面至少会持续至 2028 年。__5121482811524214.jpg|5121482811524214]]

![[assets/images/261020_1951_野村：AI 实验室担忧与存储基本面 → 继续看好存储器，预计供应受限局面至少会持续至 2028 年。__5121482811524214.jpg|1200]]

## 058. 2858415188254541

- 所属主题：[[topics/166|野村：AI 实验室担忧与存储基本面 → 继续看好存储器，预计供应受限局面至少会持续至 2028 年。认为市场对长鑫存储（CXMT）转向 4F²工艺的担忧过度。]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148252188)
- 本地资源：[[assets/images/261020_1951_野村：AI 实验室担忧与存储基本面 → 继续看好存储器，预计供应受限局面至少会持续至 2028 年。__2858415188254541.jpg|2858415188254541]]

![[assets/images/261020_1951_野村：AI 实验室担忧与存储基本面 → 继续看好存储器，预计供应受限局面至少会持续至 2028 年。__2858415188254541.jpg|1200]]

## 059. 2858415188252811

- 所属主题：[[topics/173|#房地产]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244158211152)
- 本地资源：[[assets/images/261020_1950__房地产__2858415188252811.jpg|2858415188252811]]

![[assets/images/261020_1950__房地产__2858415188252811.jpg|1200]]

## 060. 2858415188258811

- 所属主题：[[topics/176|韩国媒体对马斯克 Terafab 的独家报道： Terafab 公司完全排除了中国供应商。该公司希望与韩国供应商合作，因为日本产品价格昂贵。然而，该公司要求韩国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544821588414)
- 本地资源：[[assets/images/261020_1950_韩国媒体对马斯克 Terafab 的独家报道： Terafab 公司完全排除了中国供应商。该公司希望__2858415188258811.jpg|2858415188258811]]

![[assets/images/261020_1950_韩国媒体对马斯克 Terafab 的独家报道： Terafab 公司完全排除了中国供应商。该公司希望__2858415188258811.jpg|1200]]

## 061. 1525182855425542

- 所属主题：[[topics/179|#AI4S]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244158214252)
- 本地资源：[[assets/images/261020_1949__AI4S__1525182855425542.jpg|1525182855425542]]

![[assets/images/261020_1949__AI4S__1525182855425542.jpg|1200]]

## 062. 2858415188258521

- 所属主题：[[topics/183|#国金 #光通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148512428)
- 本地资源：[[assets/images/261020_1949__国金 _光通信__2858415188258521.jpg|2858415188258521]]

![[assets/images/261020_1949__国金 _光通信__2858415188258521.jpg|1200]]

## 063. 1525182855425212

- 所属主题：[[topics/183|#国金 #光通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148512428)
- 本地资源：[[assets/images/261020_1949__国金 _光通信__1525182855425212.jpg|1525182855425212]]

![[assets/images/261020_1949__国金 _光通信__1525182855425212.jpg|1200]]

## 064. 4848214188548848

- 所属主题：[[topics/183|#国金 #光通信]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148512428)
- 本地资源：[[assets/images/261020_1949__国金 _光通信__4848214188548848.jpg|4848214188548848]]

![[assets/images/261020_1949__国金 _光通信__4848214188548848.jpg|1200]]

## 065. 2858415188255111

- 所属主题：[[topics/187|#AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244158212442)
- 本地资源：[[assets/images/261020_1949__AI__2858415188255111.jpg|2858415188255111]]

![[assets/images/261020_1949__AI__2858415188255111.jpg|1200]]

## 066. 2858415188255141

- 所属主题：[[topics/189|TrendForce：光纤 > 2026 年全球光纤供应短缺 1.8 亿芯公里。 > 供应趋紧预计将推动成品光纤现货价格升至 2025 年水平的 2.8 至 5]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244158212452)
- 本地资源：[[assets/images/261020_1948_TrendForce：光纤 2026 年全球光纤供应短缺 1.8 亿芯公里。 供应趋紧预计将__2858415188255141.jpg|2858415188255141]]

![[assets/images/261020_1948_TrendForce：光纤 2026 年全球光纤供应短缺 1.8 亿芯公里。 供应趋紧预计将__2858415188255141.jpg|1200]]

## 067. 4848214188544188

- 所属主题：[[topics/192|#三星]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522148518248)
- 本地资源：[[assets/images/261020_1948__三星__4848214188544188.jpg|4848214188544188]]

![[assets/images/261020_1948__三星__4848214188544188.jpg|1200]]

## 068. 4848214145588218

- 所属主题：[[topics/200|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244441548551)
- 本地资源：[[assets/images/261020_1442__ETF__4848214145588218.jpg|4848214145588218]]

![[assets/images/261020_1442__ETF__4848214145588218.jpg|1200]]

## 069. 4848214145584218

- 所属主题：[[topics/202|#宁德时代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544448242424)
- 本地资源：[[assets/images/261020_1442__宁德时代__4848214145584218.jpg|4848214145584218]]

![[assets/images/261020_1442__宁德时代__4848214145584218.jpg|1200]]

## 070. 5121482825128224

- 所属主题：[[topics/207|指数持续回落，对市场压制还是比较突出的。主要今天几个大光继续往低新低走。 高位 的九yang股份，一方面发酵出了出口家电，一方面发酵“阳，羊”等玄学题材， 不过]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244444428542)
- 本地资源：[[assets/images/261020_1422_指数持续回落，对市场压制还是比较突出的。主要今天几个大光继续往低新低走。 高位 的九yang股份，一__5121482825128224.jpg|5121482825128224]]

![[assets/images/261020_1422_指数持续回落，对市场压制还是比较突出的。主要今天几个大光继续往低新低走。 高位 的九yang股份，一__5121482825128224.jpg|1200]]

## 071. 1525182824521152

- 所属主题：[[topics/209|#AI短剧]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544444452184)
- 本地资源：[[assets/images/261020_1422__AI短剧__1525182824521152.jpg|1525182824521152]]

![[assets/images/261020_1422__AI短剧__1525182824521152.jpg|1200]]

## 072. 4848214145842528

- 所属主题：[[topics/210|#反腐]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244444481281)
- 本地资源：[[assets/images/261020_1421__反腐__4848214145842528.jpg|4848214145842528]]

![[assets/images/261020_1421__反腐__4848214145842528.jpg|1200]]

## 073. 5121482825124114

- 所属主题：[[topics/211|#机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244444484421)
- 本地资源：[[assets/images/261020_1421__机器人__5121482825124114.jpg|5121482825124114]]

![[assets/images/261020_1421__机器人__5121482825124114.jpg|1200]]

## 074. 4848214145845458

- 所属主题：[[topics/212|国金通信交流20261020 中际旭创2027年业绩预期从此前1000亿元下修至800亿元。 新易盛2027年业绩预期下调至550亿元。 天孚通信若2027年C]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244444482582)
- 本地资源：[[assets/images/261020_1420_国金通信交流20261020 中际旭创2027年业绩预期从此前1000亿元下修至800亿元。 新易盛__4848214145845458.jpg|4848214145845458]]

![[assets/images/261020_1420_国金通信交流20261020 中际旭创2027年业绩预期从此前1000亿元下修至800亿元。 新易盛__4848214145845458.jpg|1200]]

## 075. 8858415152852512

- 所属主题：[[topics/212|国金通信交流20261020 中际旭创2027年业绩预期从此前1000亿元下修至800亿元。 新易盛2027年业绩预期下调至550亿元。 天孚通信若2027年C]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244444482582)
- 本地资源：[[assets/images/261020_1420_国金通信交流20261020 中际旭创2027年业绩预期从此前1000亿元下修至800亿元。 新易盛__8858415152852512.jpg|8858415152852512]]

![[assets/images/261020_1420_国金通信交流20261020 中际旭创2027年业绩预期从此前1000亿元下修至800亿元。 新易盛__8858415152852512.jpg|1200]]

## 076. 4848214145845488

- 所属主题：[[topics/214|#韩股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244444488242)
- 本地资源：[[assets/images/261020_1419__韩股__4848214145845488.jpg|4848214145845488]]

![[assets/images/261020_1419__韩股__4848214145845488.jpg|1200]]

## 077. 8858415152858182

- 所属主题：[[topics/215|#ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244444488812)
- 本地资源：[[assets/images/261020_1419__ETF__8858415152858182.jpg|8858415152858182]]

![[assets/images/261020_1419__ETF__8858415152858182.jpg|1200]]

## 078. 1525182824525112

- 所属主题：[[topics/217|#草铵膦]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244444485812)
- 本地资源：[[assets/images/261020_1419__草铵膦__1525182824525112.jpg|1525182824525112]]

![[assets/images/261020_1419__草铵膦__1525182824525112.jpg|1200]]

## 079. 1525182824525142

- 所属主题：[[topics/218|#量子计算]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544444412124)
- 本地资源：[[assets/images/261020_1419__量子计算__1525182824525142.jpg|1525182824525142]]

![[assets/images/261020_1419__量子计算__1525182824525142.jpg|1200]]

## 080. 5121482825121214

- 所属主题：[[topics/225|本次调研选取 6 家不同行业、不同体量的公司，统计三大维度，核心结论如下： 📌 中型体育流媒体平台：每月 AI 花费约 4000 美元，AI 占 IT 预算 2]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411111121512)
- 本地资源：[[assets/images/261020_1418_本次调研选取 6 家不同行业、不同体量的公司，统计三大维度，核心结论如下： 📌 中型体育流媒体平台：__5121482825121214.jpg|5121482825121214]]

![[assets/images/261020_1418_本次调研选取 6 家不同行业、不同体量的公司，统计三大维度，核心结论如下： 📌 中型体育流媒体平台：__5121482825121214.jpg|1200]]

## 081. 5121482825121284

- 所属主题：[[topics/225|本次调研选取 6 家不同行业、不同体量的公司，统计三大维度，核心结论如下： 📌 中型体育流媒体平台：每月 AI 花费约 4000 美元，AI 占 IT 预算 2]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411111121512)
- 本地资源：[[assets/images/261020_1418_本次调研选取 6 家不同行业、不同体量的公司，统计三大维度，核心结论如下： 📌 中型体育流媒体平台：__5121482825121284.jpg|5121482825121284]]

![[assets/images/261020_1418_本次调研选取 6 家不同行业、不同体量的公司，统计三大维度，核心结论如下： 📌 中型体育流媒体平台：__5121482825121284.jpg|1200]]

## 082. 4848214145411158

- 所属主题：[[topics/238|#机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544444584814)
- 本地资源：[[assets/images/261020_1415__机器人__4848214145411158.jpg|4848214145411158]]

![[assets/images/261020_1415__机器人__4848214145411158.jpg|1200]]

## 083. 2858415158444421

- 所属主题：[[topics/241|#东北 #存储]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411112441242)
- 本地资源：[[assets/images/261020_1313__东北 _存储__2858415158444421.jpg|2858415158444421]]

![[assets/images/261020_1313__东北 _存储__2858415158444421.jpg|1200]]

## 084. 4848214148225588

- 所属主题：[[topics/242|#价格]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411112445212)
- 本地资源：[[assets/images/261020_1312__价格__4848214148225588.jpg|4848214148225588]]

![[assets/images/261020_1312__价格__4848214148225588.jpg|1200]]

## 085. 1525182825114512

- 所属主题：[[topics/243|#锶]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544442552884)
- 本地资源：[[assets/images/261020_1312__锶__1525182825114512.jpg|1525182825114512]]

![[assets/images/261020_1312__锶__1525182825114512.jpg|1200]]

## 086. 4848214148225418

- 所属主题：[[topics/244|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411112458182)
- 本地资源：[[assets/images/261020_1311__物理AI__4848214148225418.jpg|4848214148225418]]

![[assets/images/261020_1311__物理AI__4848214148225418.jpg|1200]]

## 087. 8858415158442512

- 所属主题：[[topics/244|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411112458182)
- 本地资源：[[assets/images/261020_1311__物理AI__8858415158442512.jpg|8858415158442512]]

![[assets/images/261020_1311__物理AI__8858415158442512.jpg|1200]]

## 088. 8858415158442852

- 所属主题：[[topics/244|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411112458182)
- 本地资源：[[assets/images/261020_1311__物理AI__8858415158442852.jpg|8858415158442852]]

![[assets/images/261020_1311__物理AI__8858415158442852.jpg|1200]]

## 089. 5121482821445244

- 所属主题：[[topics/245|#稀土永磁]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522224581588)
- 本地资源：[[assets/images/261020_1311__稀土永磁__5121482821445244.jpg|5121482821445244]]

![[assets/images/261020_1311__稀土永磁__5121482821445244.jpg|1200]]

## 090. 5121482821445224

- 所属主题：[[topics/246|#TSL机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411112458212)
- 本地资源：[[assets/images/261020_1311__TSL机器人__5121482821445224.jpg|5121482821445224]]

![[assets/images/261020_1311__TSL机器人__5121482821445224.jpg|1200]]

## 091. 2858415158448151

- 所属主题：[[topics/247|#氢能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544442514214)
- 本地资源：[[assets/images/261020_1311__氢能__2858415158448151.jpg|2858415158448151]]

![[assets/images/261020_1311__氢能__2858415158448151.jpg|1200]]

## 092. 2858415158445441

- 所属主题：[[topics/248|#东财 #指数]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522224584188)
- 本地资源：[[assets/images/261020_1310__东财 _指数__2858415158445441.jpg|2858415158445441]]

![[assets/images/261020_1310__东财 _指数__2858415158445441.jpg|1200]]

## 093. 5121482821442414

- 所属主题：[[topics/249|#九阳股份]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522224584558)
- 本地资源：[[assets/images/261020_1309__九阳股份__5121482821442414.jpg|5121482821442414]]

![[assets/images/261020_1309__九阳股份__5121482821442414.jpg|1200]]

## 094. 4848214148224528

- 所属主题：[[topics/250|#消费]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244445285521)
- 本地资源：[[assets/images/261020_1309__消费__4848214148224528.jpg|4848214148224528]]

![[assets/images/261020_1309__消费__4848214148224528.jpg|1200]]

## 095. 5121482488142854

- 所属主题：[[topics/310|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411445284542)
- 本地资源：[[assets/images/261020_1120__小光__5121482488142854.jpg|5121482488142854]]

![[assets/images/261020_1120__小光__5121482488142854.jpg|1200]]

## 096. 8858415411845412

- 所属主题：[[topics/314|#锂]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522558414188)
- 本地资源：[[assets/images/261020_1120__锂__8858415411845412.jpg|8858415411845412]]

![[assets/images/261020_1120__锂__8858415411845412.jpg|1200]]

## 097. 2858415411845421

- 所属主题：[[topics/317|#软银集团]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522558414248)
- 本地资源：[[assets/images/261020_1120__软银集团__2858415411845421.jpg|2858415411845421]]

![[assets/images/261020_1120__软银集团__2858415411845421.jpg|1200]]

## 098. 5121482488142424

- 所属主题：[[topics/318|#利率]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544551282514)
- 本地资源：[[assets/images/261020_1120__利率__5121482488142424.jpg|5121482488142424]]

![[assets/images/261020_1120__利率__5121482488142424.jpg|1200]]

## 099. 4848214211824248

- 所属主题：[[topics/320|#AI短剧]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244228515512)
- 本地资源：[[assets/images/261020_1119__AI短剧__4848214211824248.jpg|4848214211824248]]

![[assets/images/261020_1119__AI短剧__4848214211824248.jpg|1200]]

## 100. 8858415411558422

- 所属主题：[[topics/328|#触觉手套]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244225544111)
- 本地资源：[[assets/images/261020_1050__触觉手套__8858415411558422.jpg|8858415411558422]]

![[assets/images/261020_1050__触觉手套__8858415411558422.jpg|1200]]

## 101. 2858415411558481

- 所属主题：[[topics/329|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244225544221)
- 本地资源：[[assets/images/261020_1049__物理AI__2858415411558481.jpg|2858415411558481]]

![[assets/images/261020_1049__物理AI__2858415411558481.jpg|1200]]

## 102. 1525182188225142

- 所属主题：[[topics/329|#物理AI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244225544221)
- 本地资源：[[assets/images/261020_1049__物理AI__1525182188225142.jpg|1525182188225142]]

![[assets/images/261020_1049__物理AI__1525182188225142.jpg|1200]]

## 103. 4848214212152528

- 所属主题：[[topics/330|#恒辉安防]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244225544522)
- 本地资源：[[assets/images/261020_1049__恒辉安防__4848214212152528.jpg|4848214212152528]]

![[assets/images/261020_1049__恒辉安防__4848214212152528.jpg|1200]]

## 104. 1525182181841442

- 所属主题：[[topics/331|#国新会]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244225542512)
- 本地资源：[[assets/images/261020_1049__国新会__1525182181841442.jpg|1525182181841442]]

![[assets/images/261020_1049__国新会__1525182181841442.jpg|1200]]

## 105. 5121482484854184

- 所属主题：[[topics/334|#豪恩汽电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411442215852)
- 本地资源：[[assets/images/261020_1049__豪恩汽电__5121482484854184.jpg|5121482484854184]]

![[assets/images/261020_1049__豪恩汽电__5121482484854184.jpg|1200]]

## 106. 4848214212242518

- 所属主题：[[topics/351|#汽车]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522581522828)
- 本地资源：[[assets/images/261020_1027__汽车__4848214212242518.jpg|4848214212242518]]

![[assets/images/261020_1027__汽车__4848214212242518.jpg|1200]]

## 107. 8858415414454252

- 所属主题：[[topics/352|#高新兴]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544518544124)
- 本地资源：[[assets/images/261020_1027__高新兴__8858415414454252.jpg|8858415414454252]]

![[assets/images/261020_1027__高新兴__8858415414454252.jpg|1200]]

## 108. 1525182181121282

- 所属主题：[[topics/354|#东财 #策略]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522581525188)
- 本地资源：[[assets/images/261020_1027__东财 _策略__1525182181121282.jpg|1525182181121282]]

![[assets/images/261020_1027__东财 _策略__1525182181121282.jpg|1200]]

## 109. 4848214212242488

- 所属主题：[[topics/357|#晶盛机电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522581525248)
- 本地资源：[[assets/images/261020_1027__晶盛机电__4848214212242488.jpg|4848214212242488]]

![[assets/images/261020_1027__晶盛机电__4848214212242488.jpg|1200]]

## 110. 4848214212245218

- 所属主题：[[topics/359|#军工]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411458415422)
- 本地资源：[[assets/images/261020_1027__军工__4848214212245218.jpg|4848214212245218]]

![[assets/images/261020_1027__军工__4848214212245218.jpg|1200]]

## 111. 8858415414452212

- 所属主题：[[topics/361|考拉悠然，物理AI世界大模型登顶第一]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244281248512)
- 本地资源：[[assets/images/261020_1026_考拉悠然，物理AI世界大模型登顶第一__8858415414452212.jpg|8858415414452212]]

![[assets/images/261020_1026_考拉悠然，物理AI世界大模型登顶第一__8858415414452212.jpg|1200]]

## 112. 2858415414452151

- 所属主题：[[topics/361|考拉悠然，物理AI世界大模型登顶第一]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244281248512)
- 本地资源：[[assets/images/261020_1026_考拉悠然，物理AI世界大模型登顶第一__2858415414452151.jpg|2858415414452151]]

![[assets/images/261020_1026_考拉悠然，物理AI世界大模型登顶第一__2858415414452151.jpg|1200]]

## 113. 2858415414458241

- 所属主题：[[topics/362|#法国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244281245411)
- 本地资源：[[assets/images/261020_1026__法国__2858415414458241.jpg|2858415414458241]]

![[assets/images/261020_1026__法国__2858415414458241.jpg|1200]]

## 114. 2858415414458541

- 所属主题：[[topics/364|#券商]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411458412152)
- 本地资源：[[assets/images/261020_1026__券商__2858415414458541.jpg|2858415414458541]]

![[assets/images/261020_1026__券商__2858415414458541.jpg|1200]]

## 115. 4848214212455218

- 所属主题：[[topics/374|#猪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522588152888)
- 本地资源：[[assets/images/261020_0954__猪__4848214212455218.jpg|4848214212455218]]

![[assets/images/261020_0954__猪__4848214212455218.jpg|1200]]

## 116. 4848214212441828

- 所属主题：[[topics/376|#PCB]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411455112252)
- 本地资源：[[assets/images/261020_0949__PCB__4848214212441828.jpg|4848214212441828]]

![[assets/images/261020_0949__PCB__4848214212441828.jpg|1200]]

## 117. 1525182181225182

- 所属主题：[[topics/379|#中电港]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244288482411)
- 本地资源：[[assets/images/261020_0946__中电港__1525182181225182.jpg|1525182181225182]]

![[assets/images/261020_0946__中电港__1525182181225182.jpg|1200]]

## 118. 1525182184855882

- 所属主题：[[topics/382|#浙江众成]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244288282821)
- 本地资源：[[assets/images/261020_0940__浙江众成__1525182184855882.jpg|1525182184855882]]

![[assets/images/261020_0940__浙江众成__1525182184855882.jpg|1200]]

## 119. 1525182184855452

- 所属主题：[[topics/384|#小光]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244288251852)
- 本地资源：[[assets/images/261020_0939__小光__1525182184855452.jpg|1525182184855452]]

![[assets/images/261020_0939__小光__1525182184855452.jpg|1200]]

## 120. 8858415412185882

- 所属主题：[[topics/386|近30年口服脱发药迎来重大突破！Veradermics缓释口服米诺地尔VDPHL01三期临床达到全部主要及次要终点，6个月每平方厘米增发28.6—36.4根，有]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544511525144)
- 本地资源：[[assets/images/261020_0939_近30年口服脱发药迎来重大突破！Veradermics缓释口服米诺地尔VDPHL01三期临床达到全部__8858415412185882.jpg|8858415412185882]]

![[assets/images/261020_0939_近30年口服脱发药迎来重大突破！Veradermics缓释口服米诺地尔VDPHL01三期临床达到全部__8858415412185882.jpg|1200]]

## 121. 5121482485812224

- 所属主题：[[topics/387|#猪]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522588548128)
- 本地资源：[[assets/images/261020_0938__猪__5121482485812224.jpg|5121482485812224]]

![[assets/images/261020_0938__猪__5121482485812224.jpg|1200]]

## 122. 1525182184828842

- 所属主题：[[topics/388|#换电]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411455425142)
- 本地资源：[[assets/images/261020_0938__换电__1525182184828842.jpg|1525182184828842]]

![[assets/images/261020_0938__换电__1525182184828842.jpg|1200]]

## 123. 4848214215518158

- 所属主题：[[topics/412|#红宝书]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411452581542)
- 本地资源：[[assets/images/261020_0911__红宝书__4848214215518158.jpg|4848214215518158]]

![[assets/images/261020_0911__红宝书__4848214215518158.jpg|1200]]

## 124. 5121482485581424

- 所属主题：[[topics/416|完蛋，任泽平说市场见底了]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522584814818)
- 本地资源：[[assets/images/261020_0911_完蛋，任泽平说市场见底了__5121482485581424.jpg|5121482485581424]]

![[assets/images/261020_0911_完蛋，任泽平说市场见底了__5121482485581424.jpg|1200]]

## 125. 5121482485581554

- 所属主题：[[topics/420|昨天ETF #ETF]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244285844212)
- 本地资源：[[assets/images/261020_0910_昨天ETF _ETF__5121482485581554.jpg|5121482485581554]]

![[assets/images/261020_0910_昨天ETF _ETF__5121482485581554.jpg|1200]]

## 126. 4848214215514248

- 所属主题：[[topics/422|#光模块]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244285844582)
- 本地资源：[[assets/images/261020_0910__光模块__4848214215514248.jpg|4848214215514248]]

![[assets/images/261020_0910__光模块__4848214215514248.jpg|1200]]

## 127. 5121482485582544

- 所属主题：[[topics/424|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244285848441)
- 本地资源：[[assets/images/261020_0910__监管__5121482485582544.jpg|5121482485582544]]

![[assets/images/261020_0910__监管__5121482485582544.jpg|1200]]

## 128. 4848214215514588

- 所属主题：[[topics/426|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244285848541)
- 本地资源：[[assets/images/261020_0910__市场__4848214215514588.jpg|4848214215514588]]

![[assets/images/261020_0910__市场__4848214215514588.jpg|1200]]

## 129. 5121482485545144

- 所属主题：[[topics/427|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411452211182)
- 本地资源：[[assets/images/261020_0907__监管__5121482485545144.jpg|5121482485545144]]

![[assets/images/261020_0907__监管__5121482485545144.jpg|1200]]

## 130. 8858415412248222

- 所属主题：[[topics/428|#宁德时代]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522584425248)
- 本地资源：[[assets/images/261020_0907__宁德时代__8858415412248222.jpg|8858415412248222]]

![[assets/images/261020_0907__宁德时代__8858415412248222.jpg|1200]]

## 131. 8858415412248842

- 所属主题：[[topics/429|#OpenAI]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544512241584)
- 本地资源：[[assets/images/261020_0907__OpenAI__8858415412248842.jpg|8858415412248842]]

![[assets/images/261020_0907__OpenAI__8858415412248842.jpg|1200]]

## 132. 1525182184415212

- 所属主题：[[topics/430|#美以关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244285545851)
- 本地资源：[[assets/images/261020_0907__美以关系__1525182184415212.jpg|1525182184415212]]

![[assets/images/261020_0907__美以关系__1525182184415212.jpg|1200]]

## 133. 5121482485542454

- 所属主题：[[topics/431|#Nscale #Anthro...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544512254144)
- 本地资源：[[assets/images/261020_0906__Nscale _Anthro__5121482485542454.jpg|5121482485542454]]

![[assets/images/261020_0906__Nscale _Anthro__5121482485542454.jpg|1200]]

## 134. 5121482485542514

- 所属主题：[[topics/434|#OpenAI #AI安全]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244285522821)
- 本地资源：[[assets/images/261020_0906__OpenAI _AI安全__5121482485542514.jpg|5121482485542514]]

![[assets/images/261020_0906__OpenAI _AI安全__5121482485542514.jpg|1200]]

## 135. 1525182184448452

- 所属主题：[[topics/438|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411452242542)
- 本地资源：[[assets/images/261020_0905__市场__1525182184448452.jpg|1525182184448452]]

![[assets/images/261020_0905__市场__1525182184448452.jpg|1200]]

## 136. 4848214215551828

- 所属主题：[[topics/440|#OpenAI #Anthro...]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244285581521)
- 本地资源：[[assets/images/261020_0905__OpenAI _Anthro__4848214215551828.jpg|4848214215551828]]

![[assets/images/261020_0905__OpenAI _Anthro__4848214215551828.jpg|1200]]

## 137. 1525182184448282

- 所属主题：[[topics/442|#问卷]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244285584222)
- 本地资源：[[assets/images/261020_0905__问卷__1525182184448282.jpg|1525182184448282]]

![[assets/images/261020_0905__问卷__1525182184448282.jpg|1200]]

## 138. 2858415412224141

- 所属主题：[[topics/444|#市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544512211844)
- 本地资源：[[assets/images/261020_0905__市场__2858415412224141.jpg|2858415412224141]]

![[assets/images/261020_0905__市场__2858415412224141.jpg|1200]]

## 139. 5121482485554184

- 所属主题：[[topics/454|#Elice]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244251121142)
- 本地资源：[[assets/images/261020_0904__Elice__5121482485554184.jpg|5121482485554184]]

![[assets/images/261020_0904__Elice__5121482485554184.jpg|1200]]

## 140. 4848214514884548

- 所属主题：[[topics/497|#全知道]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544521552514)
- 本地资源：[[assets/images/261020_0819__全知道__4848214514884548.jpg|4848214514884548]]

![[assets/images/261020_0819__全知道__4848214514884548.jpg|1200]]

## 141. 4848214514841558

- 所属主题：[[topics/500|#TSL]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544521518884)
- 本地资源：[[assets/images/261020_0818__TSL__4848214514841558.jpg|4848214514841558]]

![[assets/images/261020_0818__TSL__4848214514841558.jpg|1200]]

## 142. 2858415215851811

- 所属主题：[[topics/502|#美乌关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522548581228)
- 本地资源：[[assets/images/261020_0818__美乌关系__2858415215851811.jpg|2858415215851811]]

![[assets/images/261020_0818__美乌关系__2858415215851811.jpg|1200]]

## 143. 4848214514841858

- 所属主题：[[topics/505|#美以关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522548582258)
- 本地资源：[[assets/images/261020_0818__美以关系__4848214514841858.jpg|4848214514841858]]

![[assets/images/261020_0818__美以关系__4848214514841858.jpg|1200]]

## 144. 5121482582128244

- 所属主题：[[topics/507|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244258284821)
- 本地资源：[[assets/images/261020_0818__美国__5121482582128244.jpg|5121482582128244]]

![[assets/images/261020_0818__美国__5121482582128244.jpg|1200]]

## 145. 2858415215851541

- 所属主题：[[topics/507|#美国]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244258284821)
- 本地资源：[[assets/images/261020_0818__美国__2858415215851541.jpg|2858415215851541]]

![[assets/images/261020_0818__美国__2858415215851541.jpg|1200]]

## 146. 2858415215851521

- 所属主题：[[topics/511|#PC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411425454182)
- 本地资源：[[assets/images/261020_0817__PC__2858415215851521.jpg|2858415215851521]]

![[assets/images/261020_0817__PC__2858415215851521.jpg|1200]]

## 147. 8858415215851522

- 所属主题：[[topics/513|#SpaceX]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244258288411)
- 本地资源：[[assets/images/261020_0817__SpaceX__8858415215851522.jpg|8858415215851522]]

![[assets/images/261020_0817__SpaceX__8858415215851522.jpg|1200]]

## 148. 5121482582128224

- 所属主题：[[topics/514|#Deepseek]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244258288441)
- 本地资源：[[assets/images/261020_0817__Deepseek__5121482582128224.jpg|5121482582128224]]

![[assets/images/261020_0817__Deepseek__5121482582128224.jpg|1200]]

## 149. 2858415215854111

- 所属主题：[[topics/517|#三星电机]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544521511524)
- 本地资源：[[assets/images/261020_0817__三星电机__2858415215854111.jpg|2858415215854111]]

![[assets/images/261020_0817__三星电机__2858415215854111.jpg|1200]]

## 150. 8858415215854122

- 所属主题：[[topics/519|#日本 #IDC]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522548588888)
- 本地资源：[[assets/images/261020_0817__日本 _IDC__8858415215854122.jpg|8858415215854122]]

![[assets/images/261020_0817__日本 _IDC__8858415215854122.jpg|1200]]

## 151. 2858415215854211

- 所属主题：[[topics/524|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411425428452)
- 本地资源：[[assets/images/261020_0816__监管__2858415215854211.jpg|2858415215854211]]

![[assets/images/261020_0816__监管__2858415215854211.jpg|1200]]

## 152. 2858415215854441

- 所属主题：[[topics/524|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411425428452)
- 本地资源：[[assets/images/261020_0816__监管__2858415215854441.jpg|2858415215854441]]

![[assets/images/261020_0816__监管__2858415215854441.jpg|1200]]

## 153. 4848214514842218

- 所属主题：[[topics/524|#监管]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411425428452)
- 本地资源：[[assets/images/261020_0816__监管__4848214514842218.jpg|4848214514842218]]

![[assets/images/261020_0816__监管__4848214514842218.jpg|1200]]

## 154. 4848214514842528

- 所属主题：[[topics/525|#谷歌]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244258251852)
- 本地资源：[[assets/images/261020_0816__谷歌__4848214514842528.jpg|4848214514842528]]

![[assets/images/261020_0816__谷歌__4848214514842528.jpg|1200]]

## 155. 4848214514845558

- 所属主题：[[topics/532|#彭博新闻 #市场]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244258252582)
- 本地资源：[[assets/images/261020_0815__彭博新闻 _市场__4848214514845558.jpg|4848214514845558]]

![[assets/images/261020_0815__彭博新闻 _市场__4848214514845558.jpg|1200]]

## 156. 1525182482524452

- 所属主题：[[topics/534|#铜]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544521521484)
- 本地资源：[[assets/images/261020_0815__铜__1525182482524452.jpg|1525182482524452]]

![[assets/images/261020_0815__铜__1525182482524452.jpg|1200]]

## 157. 5121482582125154

- 所属主题：[[topics/536|#英特尔 #机器人]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244258258452)
- 本地资源：[[assets/images/261020_0814__英特尔 _机器人__5121482582125154.jpg|5121482582125154]]

![[assets/images/261020_0814__英特尔 _机器人__5121482582125154.jpg|1200]]

## 158. 4848214514845458

- 所属主题：[[topics/539|#美朝关系]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521544521522514)
- 本地资源：[[assets/images/261020_0814__美朝关系__4848214514845458.jpg|4848214514845458]]

![[assets/images/261020_0814__美朝关系__4848214514845458.jpg|1200]]

## 159. 5121482582125214

- 所属主题：[[topics/540|#核能]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244258255881)
- 本地资源：[[assets/images/261020_0814__核能__5121482582125214.jpg|5121482582125214]]

![[assets/images/261020_0814__核能__5121482582125214.jpg|1200]]

## 160. 8858415215858182

- 所属主题：[[topics/542|#高盛 #Coreweave]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425411425422242)
- 本地资源：[[assets/images/261020_0814__高盛 _Coreweave__8858415215858182.jpg|8858415215858182]]

![[assets/images/261020_0814__高盛 _Coreweave__8858415215858182.jpg|1200]]

## 161. 2858415215858411

- 所属主题：[[topics/544|#对冲基金 #科技]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548522548811228)
- 本地资源：[[assets/images/261020_0814__对冲基金 _科技__2858415215858411.jpg|2858415215858411]]

![[assets/images/261020_0814__对冲基金 _科技__2858415215858411.jpg|1200]]

## 162. 8858415215858422

- 所属主题：[[topics/546|#苹果]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258244258811282)
- 本地资源：[[assets/images/261020_0814__苹果__8858415215858422.jpg|8858415215858422]]

![[assets/images/261020_0814__苹果__8858415215858422.jpg|1200]]

## 163. 8858415215855512

- 所属主题：[[topics/559|#美股]]
- 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258244258884821)
- 本地资源：[[assets/images/261020_0812__美股__8858415215855512.jpg|8858415215855512]]

![[assets/images/261020_0812__美股__8858415215855512.jpg|1200]]
