--- date: 2026-11-02 source: zsxq type: image-preview cssclasses: zsxq-vault --- # 思维纪要社 2026-11-02 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. 2858158884528151 - 所属主题：[[topics/018|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245515455528) - 本地资源：[[assets/images/261102_2238__全知道__2858158884528151.jpg|2858158884528151]] ![[assets/images/261102_2238__全知道__2858158884528151.jpg|1200]] ## 002. 5121821114252884 - 所属主题：[[topics/019|#早知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452212522811) - 本地资源：[[assets/images/261102_2238__早知道__5121821114252884.jpg|5121821114252884]] ![[assets/images/261102_2238__早知道__5121821114252884.jpg|1200]] ## 003. 2858158884525121 - 所属主题：[[topics/020|#机构调研 #奥普特]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245515455488) - 本地资源：[[assets/images/261102_2238__机构调研 _奥普特__2858158884525121.jpg|2858158884525121]] ![[assets/images/261102_2238__机构调研 _奥普特__2858158884525121.jpg|1200]] ## 004. 1525825551225842 - 所属主题：[[topics/021|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425581828114) - 本地资源：[[assets/images/261102_2227__美股__1525825551225842.jpg|1525825551225842]] ![[assets/images/261102_2227__美股__1525825551225842.jpg|1200]] ## 005. 5121821114221584 - 所属主题：[[topics/022|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124485824882) - 本地资源：[[assets/images/261102_2226__AI__5121821114221584.jpg|5121821114221584]] ![[assets/images/261102_2226__AI__5121821114221584.jpg|1200]] ## 006. 4848148882444558 - 所属主题：[[topics/023|#AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452218152442) - 本地资源：[[assets/images/261102_2226__AI__4848148882444558.jpg|4848148882444558]] ![[assets/images/261102_2226__AI__4848148882444558.jpg|1200]] ## 007. 4848148882444588 - 所属主题：[[topics/024|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452218152241) - 本地资源：[[assets/images/261102_2226__市场__4848148882444588.jpg|4848148882444588]] ![[assets/images/261102_2226__市场__4848148882444588.jpg|1200]] ## 008. 5121821114222124 - 所属主题：[[topics/025|#伊朗]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245518145418) - 本地资源：[[assets/images/261102_2226__伊朗__5121821114222124.jpg|5121821114222124]] ![[assets/images/261102_2226__伊朗__5121821114222124.jpg|1200]] ## 009. 2858158882114541 - 所属主题：[[topics/026|#银行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124485181122) - 本地资源：[[assets/images/261102_2224__银行__2858158882114541.jpg|2858158882114541]] ![[assets/images/261102_2224__银行__2858158882114541.jpg|1200]] ## 010. 5121821115884224 - 所属主题：[[topics/027|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452218414812) - 本地资源：[[assets/images/261102_2224__小洪__5121821115884224.jpg|5121821115884224]] ![[assets/images/261102_2224__小洪__5121821115884224.jpg|1200]] ## 011. 4848148885112488 - 所属主题：[[topics/027|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452218414812) - 本地资源：[[assets/images/261102_2224__小洪__4848148885112488.jpg|4848148885112488]] ![[assets/images/261102_2224__小洪__4848148885112488.jpg|1200]] ## 012. 5121821115885444 - 所属主题：[[topics/028|#TSL]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452218418112) - 本地资源：[[assets/images/261102_2223__TSL__5121821115885444.jpg|5121821115885444]] ![[assets/images/261102_2223__TSL__5121821115885444.jpg|1200]] ## 013. 2858158882118211 - 所属主题：[[topics/029|#央行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452218418842) - 本地资源：[[assets/images/261102_2222__央行__2858158882118211.jpg|2858158882118211]] ![[assets/images/261102_2222__央行__2858158882118211.jpg|1200]] ## 014. 5121821115881144 - 所属主题：[[topics/032|#韩股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452218415542) - 本地资源：[[assets/images/261102_2222__韩股__5121821115881144.jpg|5121821115881144]] ![[assets/images/261102_2222__韩股__5121821115881144.jpg|1200]] ## 015. 4848148885114228 - 所属主题：[[topics/038|#IDC #美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245518221418) - 本地资源：[[assets/images/261102_2221__IDC _美国__4848148885114228.jpg|4848148885114228]] ![[assets/images/261102_2221__IDC _美国__4848148885114228.jpg|1200]] ## 016. 4848148885114558 - 所属主题：[[topics/040|#招商 #分红 #科技]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425581448224) - 本地资源：[[assets/images/261102_2221__招商 _分红 _科技__4848148885114558.jpg|4848148885114558]] ![[assets/images/261102_2221__招商 _分红 _科技__4848148885114558.jpg|1200]] ## 017. 2858158888445281 - 所属主题：[[topics/055|#羊字辈]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124414845242) - 本地资源：[[assets/images/261102_2031__羊字辈__2858158888445281.jpg|2858158888445281]] ![[assets/images/261102_2031__羊字辈__2858158888445281.jpg|1200]] ## 018. 4848148888281518 - 所属主题：[[topics/058|#日本 #军工]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452242414181) - 本地资源：[[assets/images/261102_2026__日本 _军工__4848148888281518.jpg|4848148888281518]] ![[assets/images/261102_2026__日本 _军工__4848148888281518.jpg|1200]] ## 019. 1525825555154282 - 所属主题：[[topics/059|#谷歌]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425545448584) - 本地资源：[[assets/images/261102_2023__谷歌__1525825555154282.jpg|1525825555154282]] ![[assets/images/261102_2023__谷歌__1525825555154282.jpg|1200]] ## 020. 4848148888284228 - 所属主题：[[topics/060|#OpenAI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245525284888) - 本地资源：[[assets/images/261102_2022__OpenAI__4848148888284228.jpg|4848148888284228]] ![[assets/images/261102_2022__OpenAI__4848148888284228.jpg|1200]] ## 021. 8858158888485422 - 所属主题：[[topics/061|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245525284458) - 本地资源：[[assets/images/261102_2022__市场__8858158888485422.jpg|8858158888485422]] ![[assets/images/261102_2022__市场__8858158888485422.jpg|1200]] ## 022. 8858158888485222 - 所属主题：[[topics/062|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452242454112) - 本地资源：[[assets/images/261102_2022__市场__8858158888485222.jpg|8858158888485222]] ![[assets/images/261102_2022__市场__8858158888485222.jpg|1200]] ## 023. 8858158888451152 - 所属主题：[[topics/063|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452242454142) - 本地资源：[[assets/images/261102_2022__市场__8858158888451152.jpg|8858158888451152]] ![[assets/images/261102_2022__市场__8858158888451152.jpg|1200]] ## 024. 1525825555128812 - 所属主题：[[topics/063|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452242454142) - 本地资源：[[assets/images/261102_2022__市场__1525825555128812.jpg|1525825555128812]] ![[assets/images/261102_2022__市场__1525825555128812.jpg|1200]] ## 025. 2858158888485211 - 所属主题：[[topics/063|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452242454142) - 本地资源：[[assets/images/261102_2022__市场__2858158888485211.jpg|2858158888485211]] ![[assets/images/261102_2022__市场__2858158888485211.jpg|1200]] ## 026. 1525825555152242 - 所属主题：[[topics/066|#数字货币]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452242452122) - 本地资源：[[assets/images/261102_2021__数字货币__1525825555152242.jpg|1525825555152242]] ![[assets/images/261102_2021__数字货币__1525825555152242.jpg|1200]] ## 027. 5121821111428584 - 所属主题：[[topics/068|#GPU #黑毛]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452242458252) - 本地资源：[[assets/images/261102_2020__GPU _黑毛__5121821111428584.jpg|5121821111428584]] ![[assets/images/261102_2020__GPU _黑毛__5121821111428584.jpg|1200]] ## 028. 4848148888552588 - 所属主题：[[topics/083|#华泰 #华发股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245525514848) - 本地资源：[[assets/images/261102_2017__华泰 _华发股份__4848148888552588.jpg|4848148888552588]] ![[assets/images/261102_2017__华泰 _华发股份__4848148888552588.jpg|1200]] ## 029. 5121821111551184 - 所属主题：[[topics/099|#中美关系 #农产品]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452242221851) - 本地资源：[[assets/images/261102_2014__中美关系 _农产品__5121821111551184.jpg|5121821111551184]] ![[assets/images/261102_2014__中美关系 _农产品__5121821111551184.jpg|1200]] ## 030. 5121821111552244 - 所属主题：[[topics/103|#英伟达 #Rubin]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425545554444) - 本地资源：[[assets/images/261102_2013__英伟达 _Rubin__5121821111552244.jpg|5121821111552244]] ![[assets/images/261102_2013__英伟达 _Rubin__5121821111552244.jpg|1200]] ## 031. 5121821111552254 - 所属主题：[[topics/105|#Anthropic]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425545551854) - 本地资源：[[assets/images/261102_2012__Anthropic__5121821111552254.jpg|5121821111552254]] ![[assets/images/261102_2012__Anthropic__5121821111552254.jpg|1200]] ## 032. 1525825555442242 - 所属主题：[[topics/106|#光伏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452242228481) - 本地资源：[[assets/images/261102_2012__光伏__1525825555442242.jpg|1525825555442242]] ![[assets/images/261102_2012__光伏__1525825555442242.jpg|1200]] ## 033. 5121821111518884 - 所属主题：[[topics/107|#三星]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425545551424) - 本地资源：[[assets/images/261102_2012__三星__5121821111518884.jpg|5121821111518884]] ![[assets/images/261102_2012__三星__5121821111518884.jpg|1200]] ## 034. 4848148888581558 - 所属主题：[[topics/111|#CPI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124414584142) - 本地资源：[[assets/images/261102_2011__CPI__4848148888581558.jpg|4848148888581558]] ![[assets/images/261102_2011__CPI__4848148888581558.jpg|1200]] ## 035. 5121821111518514 - 所属主题：[[topics/113|#瑞银 #AI]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425545185524) - 本地资源：[[assets/images/261102_2011__瑞银 _AI__5121821111518514.jpg|5121821111518514]] ![[assets/images/261102_2011__瑞银 _AI__5121821111518514.jpg|1200]] ## 036. 8858158888281842 - 所属主题：[[topics/116|彭博行业研究：到 2030 年中国可能在 17 项战略技术中的 8 项领先 中国在低成本模型方面领先，但在很多 AI 硬件方面也落后。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452242818842) - 本地资源：[[assets/images/261102_2011_彭博行业研究：到 2030 年中国可能在 17 项战略技术中的 8 项领先 中国在低成本模型方面领先__8858158888281842.jpg|8858158888281842]] ![[assets/images/261102_2011_彭博行业研究：到 2030 年中国可能在 17 项战略技术中的 8 项领先 中国在低成本模型方面领先__8858158888281842.jpg|1200]] ## 037. 5121821111518124 - 所属主题：[[topics/118|📌 TrendForce（集邦咨询） 💻 GPU 交期为 30–45 周，区间上限较上周拉长 5 周。 💾 DRAM 交期缩短至 19 周，较上周减少 1 周。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425545181214) - 本地资源：[[assets/images/261102_2011_📌 TrendForce（集邦咨询） 💻 GPU 交期为 30–45 周，区间上限较上周拉长 5 周__5121821111518124.jpg|5121821111518124]] ![[assets/images/261102_2011_📌 TrendForce（集邦咨询） 💻 GPU 交期为 30–45 周，区间上限较上周拉长 5 周__5121821111518124.jpg|1200]] ## 038. 5121821111518284 - 所属主题：[[topics/121|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245525814518) - 本地资源：[[assets/images/261102_2010__小洪__5121821111518284.jpg|5121821111518284]] ![[assets/images/261102_2010__小洪__5121821111518284.jpg|1200]] ## 039. 8858158852882122 - 所属主题：[[topics/174|李佳琦今晚直播售卖token 曙光 S16 / 曙光 16S 就是机械师旗舰游戏本，这次李佳琦直播间上架的就是它，预装千问办公 AI由雷神科技生产 今晚李佳琦直]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425514514124) - 本地资源：[[assets/images/261102_1432_李佳琦今晚直播售卖token 曙光 S16 曙光 16S 就是机械师旗舰游戏本，这次李佳琦直播间__8858158852882122.jpg|8858158852882122]] ![[assets/images/261102_1432_李佳琦今晚直播售卖token 曙光 S16 曙光 16S 就是机械师旗舰游戏本，这次李佳琦直播间__8858158852882122.jpg|1200]] ## 040. 5121821125114244 - 所属主题：[[topics/174|李佳琦今晚直播售卖token 曙光 S16 / 曙光 16S 就是机械师旗舰游戏本，这次李佳琦直播间上架的就是它，预装千问办公 AI由雷神科技生产 今晚李佳琦直]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425514514124) - 本地资源：[[assets/images/261102_1432_李佳琦今晚直播售卖token 曙光 S16 曙光 16S 就是机械师旗舰游戏本，这次李佳琦直播间__5121821125114244.jpg|5121821125114244]] ![[assets/images/261102_1432_李佳琦今晚直播售卖token 曙光 S16 曙光 16S 就是机械师旗舰游戏本，这次李佳琦直播间__5121821125114244.jpg|1200]] ## 041. 8858158852555812 - 所属主题：[[topics/218|#AI基建]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452285114181) - 本地资源：[[assets/images/261102_1349__AI基建__8858158852555812.jpg|8858158852555812]] ![[assets/images/261102_1349__AI基建__8858158852555812.jpg|1200]] ## 042. 1525825524222542 - 所属主题：[[topics/219|#美国]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452285112141) - 本地资源：[[assets/images/261102_1349__美国__1525825524222542.jpg|1525825524222542]] ![[assets/images/261102_1349__美国__1525825524222542.jpg|1200]] ## 043. 4848148845444428 - 所属主题：[[topics/220|#融资]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425512885454) - 本地资源：[[assets/images/261102_1349__融资__4848148845444428.jpg|4848148845444428]] ![[assets/images/261102_1349__融资__4848148845444428.jpg|1200]] ## 044. 1525825524222222 - 所属主题：[[topics/221|#央行]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245584115828) - 本地资源：[[assets/images/261102_1349__央行__1525825524222222.jpg|1525825524222222]] ![[assets/images/261102_1349__央行__1525825524222222.jpg|1200]] ## 045. 8858158858111112 - 所属主题：[[topics/222|#阳光电源]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124452884242) - 本地资源：[[assets/images/261102_1348__阳光电源__8858158858111112.jpg|8858158858111112]] ![[assets/images/261102_1348__阳光电源__8858158858111112.jpg|1200]] ## 046. 8858158855518882 - 所属主题：[[topics/227|#华为 #CGM]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124452254152) - 本地资源：[[assets/images/261102_1311__华为 _CGM__8858158855518882.jpg|8858158855518882]] ![[assets/images/261102_1311__华为 _CGM__8858158855518882.jpg|1200]] ## 047. 2858158855515181 - 所属主题：[[topics/228|#中信 #AI游戏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124452252482) - 本地资源：[[assets/images/261102_1310__中信 _AI游戏__2858158855515181.jpg|2858158855515181]] ![[assets/images/261102_1310__中信 _AI游戏__2858158855515181.jpg|1200]] ## 048. 4848148844421258 - 所属主题：[[topics/229|#黑毛 #猴]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452285554252) - 本地资源：[[assets/images/261102_1309__黑毛 _猴__4848148844421258.jpg|4848148844421258]] ![[assets/images/261102_1309__黑毛 _猴__4848148844421258.jpg|1200]] ## 049. 5121821122248124 - 所属主题：[[topics/232|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425512221284) - 本地资源：[[assets/images/261102_1308__市场__5121821122248124.jpg|5121821122248124]] ![[assets/images/261102_1308__市场__5121821122248124.jpg|1200]] ## 050. 5121821122248284 - 所属主题：[[topics/234|#AI游戏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452285555141) - 本地资源：[[assets/images/261102_1308__AI游戏__5121821122248284.jpg|5121821122248284]] ![[assets/images/261102_1308__AI游戏__5121821122248284.jpg|1200]] ## 051. 8858158855544152 - 所属主题：[[topics/238|#证监会]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124428888512) - 本地资源：[[assets/images/261102_1307__证监会__8858158855544152.jpg|8858158855544152]] ![[assets/images/261102_1307__证监会__8858158855544152.jpg|1200]] ## 052. 1525825522211142 - 所属主题：[[topics/241|#AI游戏]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425528888214) - 本地资源：[[assets/images/261102_1307__AI游戏__1525825522211142.jpg|1525825522211142]] ![[assets/images/261102_1307__AI游戏__1525825522211142.jpg|1200]] ## 053. 4848148411815858 - 所属主题：[[topics/270|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425521241284) - 本地资源：[[assets/images/261102_1122__小光__4848148411815858.jpg|4848148411815858]] ![[assets/images/261102_1122__小光__4848148411815858.jpg|1200]] ## 054. 8858158511812822 - 所属主题：[[topics/270|#小光]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425521241284) - 本地资源：[[assets/images/261102_1122__小光__8858158511812822.jpg|8858158511812822]] ![[assets/images/261102_1122__小光__8858158511812822.jpg|1200]] ## 055. 4848148411414288 - 所属主题：[[topics/281|#APEC]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245544515458) - 本地资源：[[assets/images/261102_1100__APEC__4848148411414288.jpg|4848148411414288]] ![[assets/images/261102_1100__APEC__4848148411414288.jpg|1200]] ## 056. 8858158514482442 - 所属主题：[[topics/305|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452811421282) - 本地资源：[[assets/images/261102_1029__小洪__8858158514482442.jpg|8858158514482442]] ![[assets/images/261102_1029__小洪__8858158514482442.jpg|1200]] ## 057. 1525825281154852 - 所属主题：[[topics/305|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452811421282) - 本地资源：[[assets/images/261102_1029__小洪__1525825281154852.jpg|1525825281154852]] ![[assets/images/261102_1029__小洪__1525825281154852.jpg|1200]] ## 058. 1525825281154882 - 所属主题：[[topics/305|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452811421282) - 本地资源：[[assets/images/261102_1029__小洪__1525825281154882.jpg|1525825281154882]] ![[assets/images/261102_1029__小洪__1525825281154882.jpg|1200]] ## 059. 4848148412282458 - 所属主题：[[topics/305|#小洪]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452811421282) - 本地资源：[[assets/images/261102_1029__小洪__4848148412282458.jpg|4848148412282458]] ![[assets/images/261102_1029__小洪__4848148412282458.jpg|1200]] ## 060. 1525825281414222 - 所属主题：[[topics/313|如图，近一周公募ji金大幅加仓的行业有：食品饮料 电新 银行 汽车 通信 有色金属 其中食品饮料 汽车已经连续出现加仓 近一周公募ji金大幅减仓的行业有：纺织服]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452812251142) - 本地资源：[[assets/images/261102_1010_如图，近一周公募ji金大幅加仓的行业有：食品饮料 电新 银行 汽车 通信 有色金属 其中食品饮料 汽__1525825281414222.jpg|1525825281414222]] ![[assets/images/261102_1010_如图，近一周公募ji金大幅加仓的行业有：食品饮料 电新 银行 汽车 通信 有色金属 其中食品饮料 汽__1525825281414222.jpg|1200]] ## 061. 1525825281415112 - 所属主题：[[topics/314|#信雅达]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452812254851) - 本地资源：[[assets/images/261102_1010__信雅达__1525825281415112.jpg|1525825281415112]] ![[assets/images/261102_1010__信雅达__1525825281415112.jpg|1200]] ## 062. 2858158514821841 - 所属主题：[[topics/327|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452818185542) - 本地资源：[[assets/images/261102_0952__市场__2858158514821841.jpg|2858158514821841]] ![[assets/images/261102_0952__市场__2858158514821841.jpg|1200]] ## 063. 1525825281212542 - 所属主题：[[topics/335|#九点特供]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452818841452) - 本地资源：[[assets/images/261102_0940__九点特供__1525825281212542.jpg|1525825281212542]] ![[assets/images/261102_0940__九点特供__1525825281212542.jpg|1200]] ## 064. 4848148412424428 - 所属主题：[[topics/336|#电报解读]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452818844511) - 本地资源：[[assets/images/261102_0940__电报解读__4848148412424428.jpg|4848148412424428]] ![[assets/images/261102_0940__电报解读__4848148412424428.jpg|1200]] ## 065. 1525825281212222 - 所属主题：[[topics/337|#研选]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245818825128) - 本地资源：[[assets/images/261102_0940__研选__1525825281212222.jpg|1525825281212222]] ![[assets/images/261102_0940__研选__1525825281212222.jpg|1200]] ## 066. 2858158514524521 - 所属主题：[[topics/340|#羊字辈]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124585542422) - 本地资源：[[assets/images/261102_0937__羊字辈__2858158514524521.jpg|2858158514524521]] ![[assets/images/261102_0937__羊字辈__2858158514524521.jpg|1200]] ## 067. 5121821284255824 - 所属主题：[[topics/341|#高争民爆 #凯龙股份]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425181118854) - 本地资源：[[assets/images/261102_0937__高争民爆 _凯龙股份__5121821284255824.jpg|5121821284255824]] ![[assets/images/261102_0937__高争民爆 _凯龙股份__5121821284255824.jpg|1200]] ## 068. 5121821284251544 - 所属主题：[[topics/344|板块注意力地图 20261101 ：防御愈重，成长愈轻]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124585551212) - 本地资源：[[assets/images/261102_0936_板块注意力地图 20261101 ：防御愈重，成长愈轻__5121821284251544.jpg|5121821284251544]] ![[assets/images/261102_0936_板块注意力地图 20261101 ：防御愈重，成长愈轻__5121821284251544.jpg|1200]] ## 069. 2858158514525181 - 所属主题：[[topics/346|#日历]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425181115584) - 本地资源：[[assets/images/261102_0936__日历__2858158514525181.jpg|2858158514525181]] ![[assets/images/261102_0936__日历__2858158514525181.jpg|1200]] ## 070. 2858158514584151 - 所属主题：[[topics/350|#日股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452818548582) - 本地资源：[[assets/images/261102_0935__日股__2858158514584151.jpg|2858158514584151]] ![[assets/images/261102_0935__日股__2858158514584151.jpg|1200]] ## 071. 8858158514584422 - 所属主题：[[topics/351|创业板地板价，以时间换空间。周五，创业板再创新低，已经甚于2015年。创业板PE TTM跌至26.9，已经低于2018年，仅次于2024的最低值，为历史第二低的]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452818545552) - 本地资源：[[assets/images/261102_0934_创业板地板价，以时间换空间。周五，创业板再创新低，已经甚于2015年。创业板PE TTM跌至26.9__8858158514584422.jpg|8858158514584422]] ![[assets/images/261102_0934_创业板地板价，以时间换空间。周五，创业板再创新低，已经甚于2015年。创业板PE TTM跌至26.9__8858158514584422.jpg|1200]] ## 072. 5121821284214514 - 所属主题：[[topics/352|#铠侠]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452818521882) - 本地资源：[[assets/images/261102_0934__铠侠__5121821284214514.jpg|5121821284214514]] ![[assets/images/261102_0934__铠侠__5121821284214514.jpg|1200]] ## 073. 1525825281254452 - 所属主题：[[topics/355|#GPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452818522442) - 本地资源：[[assets/images/261102_0934__GPU__1525825281254452.jpg|1525825281254452]] ![[assets/images/261102_0934__GPU__1525825281254452.jpg|1200]] ## 074. 8858158514582242 - 所属主题：[[topics/355|#GPU]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452818522442) - 本地资源：[[assets/images/261102_0934__GPU__8858158514582242.jpg|8858158514582242]] ![[assets/images/261102_0934__GPU__8858158514582242.jpg|1200]] ## 075. 4848148412485858 - 所属主题：[[topics/357|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452818522581) - 本地资源：[[assets/images/261102_0933__市场__4848148412485858.jpg|4848148412485858]] ![[assets/images/261102_0933__市场__4848148412485858.jpg|1200]] ## 076. 4848148412485418 - 所属主题：[[topics/359|#广发 #抖音 #化妆品]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425181252454) - 本地资源：[[assets/images/261102_0933__广发 _抖音 _化妆品__4848148412485418.jpg|4848148412485418]] ![[assets/images/261102_0933__广发 _抖音 _化妆品__4848148412485418.jpg|1200]] ## 077. 1525825281255882 - 所属主题：[[topics/361|#市场]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124585258822) - 本地资源：[[assets/images/261102_0933__市场__1525825281255882.jpg|1525825281255882]] ![[assets/images/261102_0933__市场__1525825281255882.jpg|1200]] ## 078. 8858158514588152 - 所属主题：[[topics/364|#国债]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425181214124) - 本地资源：[[assets/images/261102_0932__国债__8858158514588152.jpg|8858158514588152]] ![[assets/images/261102_0932__国债__8858158514588152.jpg|1200]] ## 079. 2858158514588481 - 所属主题：[[topics/367|#美股]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245818488228) - 本地资源：[[assets/images/261102_0932__美股__2858158514588481.jpg|2858158514588481]] ![[assets/images/261102_0932__美股__2858158514588481.jpg|1200]] ## 080. 8858158514588282 - 所属主题：[[topics/370|#高盛 #黄金]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452818588582) - 本地资源：[[assets/images/261102_0932__高盛 _黄金__8858158514588282.jpg|8858158514588282]] ![[assets/images/261102_0932__高盛 _黄金__8858158514588282.jpg|1200]] ## 081. 4848148415215458 - 所属主题：[[topics/407|A50直线拉了 #指数]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/55521425144115824) - 本地资源：[[assets/images/261102_0908_A50直线拉了 _指数__4848148415215458.jpg|4848148415215458]] ![[assets/images/261102_0908_A50直线拉了 _指数__4848148415215458.jpg|1200]] ## 082. 1525825284185182 - 所属主题：[[topics/412|#航天航空]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452844851281) - 本地资源：[[assets/images/261102_0908__航天航空__1525825284185182.jpg|1525825284185182]] ![[assets/images/261102_0908__航天航空__1525825284185182.jpg|1200]] ## 083. 5121821285448584 - 所属主题：[[topics/427|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/22258452844515221) - 本地资源：[[assets/images/261102_0905__监管__5121821285448584.jpg|5121821285448584]] ![[assets/images/261102_0905__监管__5121821285448584.jpg|1200]] ## 084. 8858158512442452 - 所属主题：[[topics/436|此前市场出现明显分化 —— 指数还很强，但大部分个股已经走弱，两条线大幅背离（也就是常说的）。现在两条指标开始收敛，背离收窄，这是一个信号：。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124511212552) - 本地资源：[[assets/images/261102_0904_此前市场出现明显分化 —— 指数还很强，但大部分个股已经走弱，两条线大幅背离（也就是常说的）。现在两__8858158512442452.jpg|8858158512442452]] ![[assets/images/261102_0904_此前市场出现明显分化 —— 指数还很强，但大部分个股已经走弱，两条线大幅背离（也就是常说的）。现在两__8858158512442452.jpg|1200]] ## 085. 5121821285445814 - 所属主题：[[topics/436|此前市场出现明显分化 —— 指数还很强，但大部分个股已经走弱，两条线大幅背离（也就是常说的）。现在两条指标开始收敛，背离收窄，这是一个信号：。]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124511212552) - 本地资源：[[assets/images/261102_0904_此前市场出现明显分化 —— 指数还很强，但大部分个股已经走弱，两条线大幅背离（也就是常说的）。现在两__5121821285445814.jpg|5121821285445814]] ![[assets/images/261102_0904_此前市场出现明显分化 —— 指数还很强，但大部分个股已经走弱，两条线大幅背离（也就是常说的）。现在两__5121821285445814.jpg|1200]] ## 086. 5121821282455414 - 所属主题：[[topics/442|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/14425124515858512) - 本地资源：[[assets/images/261102_0836__监管__5121821282455414.jpg|5121821282455414]] ![[assets/images/261102_0836__监管__5121821282455414.jpg|1200]] ## 087. 8858158515222842 - 所属主题：[[topics/489|#浙江龙盛]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/45548245851522418) - 本地资源：[[assets/images/261102_0805__浙江龙盛__8858158515222842.jpg|8858158515222842]] ![[assets/images/261102_0805__浙江龙盛__8858158515222842.jpg|1200]] ## 088. 4848148414555858 - 所属主题：[[topics/492|#全知道]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452821242412) - 本地资源：[[assets/images/261102_0804__全知道__4848148414555858.jpg|4848148414555858]] ![[assets/images/261102_0804__全知道__4848148414555858.jpg|1200]] ## 089. 8858158515228582 - 所属主题：[[topics/499|#监管]] - 星球链接：[打开网页](https://wx.zsxq.com/group/15522451881222/topic/82258452821248542) - 本地资源：[[assets/images/261102_0804__监管__8858158515228582.jpg|8858158515228582]] ![[assets/images/261102_0804__监管__8858158515228582.jpg|1200]]